Prime Capital Investment Advisors’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	$382K	Sell	5,765 -49	-0.8%	-$3.38K	﹤0.01%	755
2025 Q4	$408K	Sell	5,814 -180	-3%	-$13.3K	0.01%	710
2025 Q3	$459K	Buy	5,994 +86	+1%	+$6.12K	0.01%	665
2025 Q2	$434K	Sell	5,908 -265	-4%	-$19K	0.01%	655
2025 Q1	$439K	Buy	6,173 +420	+7%	+$25.7K	0.01%	715
2024 Q4	$337K	Buy	5,753 +73	+1%	+$4.37K	﹤0.01%	687
2024 Q3	$322K	Buy	5,680 +110	+2%	+$6.18K	﹤0.01%	706
2024 Q2	$292K	Sell	5,570 -75	-1%	-$4.02K	﹤0.01%	730
2024 Q1	$333K	Buy	5,645 +14	+0.2%	+$757	﹤0.01%	746
2023 Q4	$265K	Buy	+5,631	New	+$257K	﹤0.01%	776
2023 Q1	–	Sell	-4,643	Closed	-$225K	–	668
2022 Q4	$225K	Buy	+4,643	New	+$224K	0.01%	474
2022 Q3	–	Sell	-4,562	Closed	-$208K	–	454
2022 Q2	$208K	Buy	+4,562	New	+$207K	0.01%	353