Marshall & Sterling Wealth Advisors’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	$13.6K	Buy	185 +43	+30%	+$3.16K	0.01%	292
2025 Q1	$10.1K	Buy	+142	New	+$10.1K	0.01%	317