Principia Wealth Advisory’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	$1.03K	Buy	14 +4	+40%	+$294	﹤0.01%	562
2025 Q1	$669	Buy	10 +1	+11%	+$67	﹤0.01%	497
2024 Q4	$527	Buy	+9	New	+$527	﹤0.01%	524