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Gitterman Wealth Management’s W.R. Berkley WRB Stock Holding History

Gitterman Wealth Management’s Portfolio WRB Stock Details WRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$350K Buy
+4,759
New +$350K 0.08% 69
2024
Q3 		– Sell
-3,773
Closed -$297K – 150
2024
Q2 		$297K Buy
+3,773
New +$297K 0.11% 64