Heritage Family Offices’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	$728K	Hold	10,218	–	–	0.37%	66
2025 Q1	$727K	Buy	10,218 +1,872	+22%	+$133K	0.37%	66
2024 Q4	$488K	Buy	8,346 +113	+1%	+$6.61K	0.24%	88
2024 Q3	$467K	Buy	8,233 +46	+0.6%	+$2.61K	0.24%	90
2024 Q2	$429K	Buy	+8,187	New	+$429K	0.24%	88