Foundations Investment Advisors’s W.R. Berkley WRB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$361K	Sell	4,916 -6,483	-57%	-$476K	0.01%	684
2025 Q1	$811K	Buy	11,399 +7,083	+164%	+$504K	0.02%	456
2024 Q4	$253K	Buy	4,316 +148	+4%	+$8.66K	﹤0.01%	707
2024 Q3	$236K	Buy	+4,168	New	+$236K	0.01%	711