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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,921	Closed	-$336K	–	176
2024 Q3	$336K	Buy	+5,921	New	+$336K	0.23%	105