Huntleigh Advisors’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
$302K Buy
4,108
+22
+0.5% +$1.62K 0.06% 205
2025
Q1
$291K Buy
4,086
+440
+12% +$31.3K 0.07% 195
2024
Q4
$213K Buy
+3,646
New +$213K 0.05% 235