OWP
ORG Wealth Partners’s W.R. Berkley WRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
3,140
+979
| +45% | +$71.3K | 0.05% | 169 |
|
|
2025
Q1 | $152K | Sell |
2,161
-886
| -29% | -$62.2K | 0.05% | 208 |
|
|
2024
Q4 | $178K | Buy |
3,047
+437
| +17% | +$25.6K | 0.06% | 133 |
|
|
2024
Q3 | $148K | Buy |
+2,610
| New | +$148K | 0.05% | 142 |
|