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

Parr McKnight 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 		$1.5M Sell
20,366
-361
-2% -$26.5K 0.21% 131
2025
Q1 		$1.47M Buy
20,727
+989
+5% +$70.4K 0.21% 131
2024
Q4 		$1.16M Buy
+19,738
New +$1.16M 0.17% 136