Merit 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 Q2	$1.39M	Buy	18,870 +1,338	+8%	+$98.3K	0.02%	645
2025 Q1	$1.25M	Buy	17,532 +7,961	+83%	+$567K	0.02%	575
2024 Q4	$560K	Buy	+9,571	New	+$560K	0.01%	690