Net Worth Advisory 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
2025
Q3
$866K Sell
2025
Q2
$972K Sell
2025
Q1
$985K Buy
2024
Q4
$793K Buy
2024
Q3
$744K Buy