Moran Wealth Management’s W.R. Berkley WRB Stock Holding History

Moran Wealth Management’s Portfolio WRB Stock Details WRB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.4M	Buy
2023 Q3	–	Sell
2023 Q2	$2.31M	Sell
2023 Q1	$3.01M	Sell
2022 Q4	$3.86M	Buy