Sequoia Financial Advisors’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	$300K	Buy	4,088 +442	+12%	+$32.5K	﹤0.01%	1252
2025 Q1	$259K	Buy	3,646 +100	+3%	+$7.12K	﹤0.01%	1123
2024 Q4	$208K	Buy	+3,546	New	+$208K	﹤0.01%	1199
2024 Q1	–	Sell	-6,372	Closed	-$300K	–	1276
2023 Q4	$300K	Buy	+6,372	New	+$300K	﹤0.01%	928