Private Wealth Advisors (California)’s W.R. Berkley WRB Stock Holding History

Private Wealth Advisors (California)’s Portfolio WRB Stock Details WRB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$363K	Buy
2024 Q4	$298K	Buy
2024 Q3	$291K	Buy
2024 Q2	$268K	Buy
2024 Q1	$299K	Buy
2023 Q4	$239K	Sell
2023 Q3	$215K	Hold
2023 Q2	$201K	Buy
2023 Q1	$210K	Buy