Independent Advisor Alliance’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	$1.23M	Sell	18,509 -16,227	-47%	-$1.12M	0.01%	729
2025 Q4	$2.44M	Sell	34,736 -18,655	-35%	-$1.37M	0.06%	266
2025 Q3	$4.09M	Sell	53,391 -12,789	-19%	-$911K	0.11%	168
2025 Q2	$4.86M	Buy	66,180 +874	+1%	+$62.6K	0.14%	118
2025 Q1	$4.65M	Buy	65,306 +205	+0.3%	+$12.6K	0.15%	112
2024 Q4	$3.81M	Buy	65,101 +2,382	+4%	+$143K	0.05%	336
2024 Q3	$3.56M	Sell	62,719 -1,730	-3%	-$97.1K	0.13%	140
2024 Q2	$3.38M	Buy	64,449 +1,476	+2%	+$79.1K	0.12%	154
2024 Q1	$3.71M	Buy	62,973 +795	+1%	+$43K	0.13%	134
2023 Q4	$2.93M	Buy	62,178 +4,939	+9%	+$225K	0.11%	161
2023 Q3	$2.42M	Buy	57,239 +5,582	+11%	+$231K	0.11%	173
2023 Q2	$2.05M	Sell	51,657 -1,248	-2%	-$49.1K	0.09%	186
2023 Q1	$2.2M	Buy	52,905 +2,740	+5%	+$123K	0.11%	178
2022 Q4	$2.43K	Sell	50,165 -6,886	-12%	-$332K	﹤0.01%	234
2022 Q3	$2.46M	Buy	57,051 +4,186	+8%	+$182K	0.14%	140
2022 Q2	$2.41M	Buy	52,865 +3,048	+6%	+$139K	0.13%	138
2022 Q1	$2.21M	Buy	49,817 +4,203	+9%	+$168K	0.11%	171
2021 Q4	$1.67M	Buy	45,614 +3,111	+7%	+$110K	0.08%	186
2021 Q3	$1.38M	Buy	42,503 +2,829	+7%	+$93.3K	0.08%	214
2021 Q2	$1.31M	Buy	39,674 +1,478	+4%	+$51.2K	0.07%	222
2021 Q1	$1.28M	Buy	38,196 +889	+2%	+$27.4K	0.08%	215
2020 Q4	$1.1M	Buy	37,307 +1,858	+5%	+$53.6K	0.07%	201
2020 Q3	$963K	Buy	35,449 +23,018	+185%	+$631K	0.07%	190
2020 Q2	$317K	Buy	12,431 +1,991	+19%	+$48.8K	0.03%	353
2020 Q1	$242K	Hold	10,440	–	–	0.04%	323
2019 Q4	$321K	Buy	10,440 +1,138	+12%	+$35.1K	0.01%	661
2019 Q3	$299K	Buy	+9,302	New	+$291K	0.04%	339