MorganRosel 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	$5.36K	Hold	73	–	–	﹤0.01%	281
2025 Q1	$5.2K	Buy	+73	New	+$5.2K	﹤0.01%	273
2023 Q1	–	Sell	-19,671	Closed	-$952K	–	99
2022 Q4	$952K	Buy	19,671 +3,552	+22%	+$172K	0.44%	46
2022 Q3	$694K	Buy	+16,119	New	+$694K	0.35%	54