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Frank Rimerman Advisors’s W.R. Berkley WRB Stock Holding History

Frank Rimerman Advisors’s Portfolio WRB Stock Details WRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,248
Closed -$865K – 566
2024
Q3 		$865K Buy
15,248
+4,854
+47% +$275K 0.06% 239
2024
Q2 		$817K Buy
+10,394
New +$817K 0.06% 249