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Net Worth Advisory Group’s W.R. Berkley WRB Stock Holding History

Net Worth Advisory Group’s Portfolio WRB Stock Details WRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$972K Sell
13,226
-611
-4% -$44.9K 0.22% 89
2025
Q1 		$985K Buy
13,837
+279
+2% +$19.9K 0.31% 56
2024
Q4 		$793K Buy
13,558
+445
+3% +$26K 0.24% 84
2024
Q3 		$744K Buy
+13,113
New +$744K 0.22% 101