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

Nicholson Wealth Management Group’s Portfolio WRB Stock Details WRB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$688K Buy
9,370
+5,541
+145% +$407K 0.42% 82
2025
Q1 		$272K Buy
+3,829
New +$272K 0.18% 96