HighPoint Advisor Group’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
2026
Q1
Sell
2025
Q4
$275K Buy
2025
Q3
$300K Sell
2025
Q2
$345K Sell
2025
Q1
$377K Buy
2024
Q4
$304K Buy
2024
Q3
$255K Sell
2024
Q2
$252K Buy
2024
Q1
$229K Buy
2023
Q4
$247K Buy
2022
Q2
$843K Buy