RWA Wealth Partners’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	$533K	Buy	7,260 +1,118	+18%	+$82.1K	0.01%	414
2025 Q1	$437K	Hold	6,142	–	–	0.01%	425
2024 Q4	$359K	Buy	+6,142	New	+$359K	﹤0.01%	458
2018 Q3	–	Sell	-557	Closed	-$12K	–	701
2018 Q2	$12K	Buy	+557	New	+$12K	﹤0.01%	597