Kovitz Investment Group Partners’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	$1.74M	Sell	23,705 -210	-0.9%	-$15.4K	0.01%	666
2025 Q1	$1.7M	Sell	23,915 -402	-2%	-$28.6K	0.01%	616
2024 Q4	$1.42M	Buy	24,317 +484	+2%	+$28.3K	0.01%	638
2024 Q3	$1M	Buy	23,833 +7,031	+42%	+$296K	0.01%	622
2024 Q2	$880K	Buy	+16,802	New	+$880K	0.01%	560