Summit Trail Advisors’s W.R. Berkley WRB Stock Holding History

Summit Trail Advisors’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	$282K	Buy
2018 Q4	–	Sell
2018 Q3	$167K	Buy
2018 Q1	–	Sell
2017 Q4	$9K	Buy