Nations Financial Group’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$975K	Buy	14,713 +99	+0.7%	+$6.82K	0.05%	373
2025 Q4	$1.02M	Sell	14,614 -1,836	-11%	-$135K	0.05%	350
2025 Q3	$1.26M	Sell	16,450 -167	-1%	-$11.9K	0.08%	269
2025 Q2	$1.22M	Buy	16,617 +127	+0.8%	+$9.1K	0.08%	250
2025 Q1	$1.17M	Sell	16,490 -121	-0.7%	-$7.42K	0.09%	248
2024 Q4	$972K	Sell	16,611 -55	-0.3%	-$3.29K	0.07%	281
2024 Q3	$945K	Buy	16,666 +412	+3%	+$23.1K	0.07%	292
2024 Q2	$851K	Buy	16,254 +195	+1%	+$10.4K	0.07%	289
2024 Q1	$947K	Buy	16,059 +754	+5%	+$40.8K	0.08%	265
2023 Q4	$722K	Buy	15,305 +5,118	+50%	+$233K	0.07%	296
2023 Q3	$431K	Buy	+10,187	New	+$422K	0.04%	397