Lantz Financial’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
3,085
-93
-3% -$6.83K 0.06% 221
2025
Q1
$226K Buy
+3,178
New +$226K 0.06% 200