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Legacy Advisors’s W.R. Berkley WRB Stock Holding History

Legacy Advisors’s Portfolio WRB Stock Details WRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,077
Closed -$788K – 417
2025
Q1 		$788K Sell
11,077
-733
-6% -$52.2K 0.08% 195
2024
Q4 		$691K Buy
+11,810
New +$691K 0.07% 215