Summit Securities Group’s W.R. Berkley WRB Stock Holding History

Summit Securities Group’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 Q2	$14.8K	Buy
2024 Q1	–	Sell
2023 Q4	$7K	Buy
2023 Q3	–	Sell
2023 Q2	$16K	Sell
2023 Q1	$25K	Buy
2022 Q4	$15K	Sell
2022 Q3	$237K	Buy
2022 Q2	$30K	Buy
2022 Q1	$6K	Buy