Significant 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	$261K	Sell	3,554 -560	-14%	-$41.1K	0.13%	74
2025 Q1	$293K	Buy	4,114 +655	+19%	+$46.6K	0.15%	60
2024 Q4	$202K	Buy	+3,459	New	+$202K	0.1%	75