Keel Point’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	$227K	Sell	3,092 -659	-18%	-$48.4K	0.02%	452
2025 Q1	$267K	Buy	3,751 +234	+7%	+$16.7K	0.02%	370
2024 Q4	$206K	Buy	+3,517	New	+$206K	0.02%	408