Mirabella Financial 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	$1.74M	Buy	26,200 +17,092	+188%	+$1.18M	0.17%	114
2025 Q4	$639K	Buy	+9,108	New	+$671K	0.06%	195
2024 Q2	–	Sell	-3,995	Closed	-$236K	–	724
2024 Q1	$236K	Sell	3,995 -13,290	-77%	-$719K	0.02%	430
2023 Q4	$815K	Buy	+17,285	New	+$788K	0.12%	150
2023 Q2	–	Sell	-7,862	Closed	-$326K	–	678
2023 Q1	$326K	Sell	7,862 -4,750	-38%	-$213K	0.05%	267
2022 Q4	$610K	Sell	12,612 -34,343	-73%	-$1.66M	0.05%	184
2022 Q3	$2.04M	Sell	46,955 -46,440	-50%	-$2.02M	0.21%	77
2022 Q2	$4.25M	Buy	93,395 +57,468	+160%	+$2.61M	0.42%	50
2022 Q1	$1.59M	Sell	35,927 -48,817	-58%	-$1.95M	0.18%	113
2021 Q4	$3.1M	Buy	+84,744	New	+$3M	0.32%	76
2021 Q1	–	Sell	-84,863	Closed	-$2.5M	–	432
2020 Q4	$2.5M	Buy	+84,863	New	+$2.45M	0.31%	99