Moran 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
2023 Q3	–	Sell	-58,119	Closed	-$2.31M	–	436
2023 Q2	$2.31M	Sell	58,119 -14,487	-20%	-$575K	0.09%	211
2023 Q1	$3.01M	Sell	72,606 -7,098	-9%	-$295K	0.11%	191
2022 Q4	$3.86M	Buy	+79,704	New	+$3.86M	0.15%	176