Naples Global Advisors’s W.R. Berkley WRB Stock Holding History

Naples Global Advisors’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$482K	Hold
2025 Q2	$462K	Sell
2025 Q1	$469K	Sell
2024 Q4	$400K	Sell
2024 Q3	$416K	Hold
2024 Q2	$384K	Hold
2024 Q1	$433K	Hold
2023 Q4	$346K	Hold
2023 Q3	$314K	Buy