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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$328K Hold
2025
Q2
$314K Sell
2025
Q1
$404K Hold
2024
Q4
$332K Hold
2024
Q3
$322K Sell
2024
Q2
$297K Hold
2024
Q1
$335K Sell
2023
Q4
$331K Hold
2023
Q3
$279K Hold
2023
Q2
$279K Buy