Savant Capital’s W.R. Berkley WRB Stock Holding History

Savant Capital’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.38M	Sell
2025 Q2	$1.34M	Buy
2025 Q1	$1.07M	Buy
2024 Q4	$775K	Buy
2024 Q3	$700K	Buy
2024 Q2	–	Sell
2024 Q1	$247K	Buy