Menard Financial Group’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 Q1	–	Sell	-24	Closed	-$1.4K	–	310
2024 Q4	$1.4K	Buy	+24	New	+$1.4K	﹤0.01%	291
2024 Q2	–	Sell	-6,965	Closed	-$411K	–	114
2024 Q1	$411K	Buy	+6,965	New	+$411K	0.35%	70