Mission Wealth Management’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	$912K	Buy	12,412 +7,037	+131%	+$517K	0.02%	329
2025 Q1	$382K	Buy	+5,375	New	+$382K	0.01%	491