Rehmann Capital Advisory Group’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
2025 Q4	–	Sell	-2,702	Closed	-$207K	–	688
2025 Q3	$207K	Sell	2,702 -105	-4%	-$7.48K	0.01%	603
2025 Q2	$206K	Sell	2,807 -275	-9%	-$19.7K	0.01%	584
2025 Q1	$219K	Buy	+3,082	New	+$189K	0.01%	558
2019 Q3	$99.9K	Hold	3,110	–	–	0.01%	447
2019 Q2	$91.2K	Sell	3,110 -491	-14%	-$13.4K	0.01%	635
2019 Q1	$90.4K	Buy	3,601 +395	+12%	+$9.31K	0.01%	621
2018 Q4	$70.2K	Buy	3,206 +1,259	+65%	+$28.3K	0.01%	494
2018 Q3	$46.1K	Sell	1,947 -1,445	-43%	-$32.8K	0.01%	838
2018 Q2	$72.8K	Hold	3,392	–	–	0.01%	657
2018 Q1	$73K	Buy	+3,392	New	+$70.8K	0.01%	646