Summit Securities 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	$3.25K	Sell	49 -396	-89%	-$27.3K	﹤0.01%	873
2025 Q4	$31.2K	Sell	445 -72	-14%	-$5.31K	0.01%	714
2025 Q3	$39.6K	Buy	517 +316	+157%	+$22.5K	0.01%	623
2025 Q2	$14.8K	Buy	+201	New	+$14.4K	0.01%	800
2024 Q1	–	Sell	-150	Closed	-$7K	–	1015
2023 Q4	$7K	Buy	+150	New	+$6.84K	﹤0.01%	539
2023 Q3	–	Sell	-395	Closed	-$16K	–	1096
2023 Q2	$16K	Sell	395 -202	-34%	-$7.94K	0.01%	694
2023 Q1	$25K	Buy	597 +286	+92%	+$12.8K	0.01%	588
2022 Q4	$15K	Sell	311 -5,205	-94%	-$251K	﹤0.01%	966
2022 Q3	$237K	Buy	5,516 +4,859	+740%	+$211K	0.04%	395
2022 Q2	$30K	Buy	657 +528	+409%	+$24K	0.01%	678
2022 Q1	$6K	Buy	+129	New	+$5.14K	﹤0.01%	950