Level Four Advisory Services’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$420K	Sell	6,336 -764	-11%	-$52.6K	0.01%	628
2025 Q4	$498K	Buy	7,100 +88	+1%	+$6.49K	0.02%	570
2025 Q3	$537K	Sell	7,012 -105	-1%	-$7.48K	0.02%	538
2025 Q2	$523K	Sell	7,117 -266	-4%	-$19.1K	0.02%	509
2025 Q1	$525K	Sell	7,383 -540	-7%	-$33.1K	0.02%	489
2024 Q4	$464K	Buy	7,923 +11	+0.1%	+$659	0.02%	514
2024 Q3	$452K	Buy	7,912 +4,091	+107%	+$230K	0.02%	533
2024 Q2	$200K	Buy	+3,821	New	+$205K	0.01%	707
2023 Q3	–	Sell	-5,639	Closed	-$224K	–	868
2023 Q2	$224K	Sell	5,639 -150	-3%	-$5.9K	0.01%	706
2023 Q1	$240K	Buy	5,789 +152	+3%	+$6.8K	0.02%	640
2022 Q4	$273K	Buy	+5,637	New	+$272K	0.02%	543