Integrated Wealth Concepts’s W.R. Berkley WRB Stock Holding History

Integrated Wealth Concepts’s Portfolio WRB Stock Details WRB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$957K	Sell
2025 Q2	$1.69M	Buy
2025 Q1	$1.25M	Sell
2024 Q4	$1.07M	Buy
2024 Q3	$939K	Sell
2024 Q2	$907K	Sell
2024 Q1	$1.08M	Buy
2023 Q4	$853K	Sell
2023 Q3	$812K	Buy
2023 Q2	$743K	Buy