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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$343K	Sell	4,668 -1,217	-21%	-$89.4K	0.05%	320
2025 Q1	$419K	Buy	5,885 +1,244	+27%	+$88.5K	0.07%	254
2024 Q4	$272K	Buy	4,641 +429	+10%	+$25.1K	0.04%	342
2024 Q3	$239K	Buy	+4,212	New	+$239K	0.04%	348