Sound View Wealth Advisors 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
2026 Q1	$3.1M	Sell	46,754 -23	-0%	-$1.58K	0.21%	101
2025 Q4	$3.28M	Buy	46,777 +11	+0%	+$811	0.22%	102
2025 Q3	$3.58M	Sell	46,766 -41	-0.1%	-$2.92K	0.25%	91
2025 Q2	$3.44M	Sell	46,807 -462	-1%	-$33.1K	0.25%	89
2025 Q1	$3.36M	Sell	47,269 -632	-1%	-$38.7K	0.28%	82
2024 Q4	$2.8M	Buy	47,901 +12	+0%	+$719	0.23%	95
2024 Q3	$2.72M	Buy	47,889 +1,425	+3%	+$80K	0.22%	105
2024 Q2	$2.43M	Buy	46,464 +154	+0.3%	+$8.25K	0.25%	89
2024 Q1	$2.73M	Sell	46,310 -1,548	-3%	-$83.7K	0.29%	81
2023 Q4	$2.26M	Buy	47,858 +155	+0.3%	+$7.07K	0.25%	102
2023 Q3	$2.02M	Buy	47,703 +1,524	+3%	+$63.1K	0.25%	93
2023 Q2	$1.83M	Buy	46,179 +52	+0.1%	+$2.04K	0.24%	94
2023 Q1	$1.91M	Sell	46,127 -1,731	-4%	-$77.4K	0.26%	89
2022 Q4	$2.26M	Buy	47,858 +1,742	+4%	+$84K	0.25%	102
2022 Q3	$1.99M	Buy	46,116 +4	+0%	+$174	0.45%	61
2022 Q2	$2.1M	Hold	46,112	–	–	0.44%	63
2022 Q1	$2.05M	Hold	46,112	–	–	0.39%	64
2021 Q4	$1.69M	Buy	46,112 +5	+0%	+$177	0.32%	80
2021 Q3	$1.5M	Buy	46,107 +9	+0%	+$297	0.31%	86
2021 Q2	$1.52M	Hold	46,098	–	–	0.32%	86
2021 Q1	$1.54M	Buy	46,098 +2	+0%	+$62	0.36%	79
2020 Q4	$1.36M	Buy	46,096 +5	+0%	+$144	0.33%	86
2020 Q3	$1.25M	Buy	46,091 +11	+0%	+$302	0.33%	85
2020 Q2	$1.17M	Hold	46,080	–	–	0.33%	86
2020 Q1	$1.07M	Buy	46,080 +4	+0%	+$119	0.37%	77
2019 Q4	$1.42M	Buy	46,076 +9	+0%	+$278	0.4%	77
2019 Q3	$1.48M	Buy	46,067 +3	+0%	+$94	0.44%	72
2019 Q2	$1.35M	Buy	+46,064	New	+$1.26M	0.4%	75