Global Financial Private Client’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-221	Closed	-$15.7K	–	1610
2025 Q1	$15.7K	Buy	221 +34	+18%	+$2.42K	0.01%	489
2024 Q4	$10.9K	Buy	187 +15	+9%	+$878	﹤0.01%	539
2024 Q3	$9.76K	Buy	+172	New	+$9.76K	﹤0.01%	557