Parsons Capital Management’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
2026 Q1	$1.61M	Buy	24,342 +39	+0.2%	+$2.69K	0.07%	220
2025 Q4	$1.7M	Buy	24,303 +127	+0.5%	+$9.36K	0.09%	189
2025 Q3	$1.85M	Sell	24,176 -45	-0.2%	-$3.2K	0.11%	179
2025 Q2	$1.78M	Sell	24,221 -30	-0.1%	-$2.15K	0.11%	173
2025 Q1	$1.73M	Buy	24,251 +1,004	+4%	+$61.5K	0.09%	185
2024 Q4	$1.36M	Sell	23,247 -2,104	-8%	-$126K	0.07%	209
2024 Q3	$1.44M	Buy	25,351 +1,133	+5%	+$63.6K	0.09%	194
2024 Q2	$1.27M	Buy	24,218 +4,818	+25%	+$258K	0.09%	197
2024 Q1	$1.14M	Sell	19,400 -355	-2%	-$19.2K	0.08%	215
2023 Q4	$931K	Buy	19,755 +3,793	+24%	+$173K	0.07%	238
2023 Q3	$676K	Hold	15,962	–	–	0.05%	260
2023 Q2	$634K	Buy	15,962 +3,803	+31%	+$150K	0.05%	270
2023 Q1	$505K	Buy	+12,159	New	+$544K	0.04%	296