Mather Group’s W.R. Berkley WRB Stock Holding History

Mather Group’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$531K	Buy
2025 Q2	$435K	Sell
2025 Q1	$422K	Buy
2024 Q4	$339K	Buy
2024 Q3	$323K	Sell
2024 Q2	$348K	Buy
2024 Q1	$219K	Hold
2023 Q4	$219K	Buy