TD Private Client Wealth’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	$1.87M	Sell	28,142 -2,295	-8%	-$158K	0.04%	258
2025 Q4	$2.13M	Sell	30,437 -5,622	-16%	-$414K	0.05%	243
2025 Q3	$2.76M	Sell	36,059 -4,321	-11%	-$308K	0.06%	205
2025 Q2	$2.97M	Sell	40,380 -737	-2%	-$52.8K	0.07%	192
2025 Q1	$2.93M	Sell	41,117 -2,341	-5%	-$143K	0.08%	177
2024 Q4	$2.54M	Sell	43,458 -1,128	-3%	-$67.6K	0.07%	195
2024 Q3	$2.53M	Sell	44,586 -171	-0.4%	-$9.6K	0.07%	208
2024 Q2	$2.34M	Sell	44,757 -2,178	-5%	-$117K	0.07%	206
2024 Q1	$2.77M	Buy	46,935 +172	+0.4%	+$9.3K	0.09%	175
2023 Q4	$2.2M	Sell	46,763 -1,705	-4%	-$77.7K	0.08%	197
2023 Q3	$2.05M	Sell	48,468 -7,485	-13%	-$310K	0.09%	199
2023 Q2	$2.22M	Sell	55,953 -993	-2%	-$39K	0.1%	207
2023 Q1	$2.36M	Sell	56,946 -16,830	-23%	-$753K	0.11%	196
2022 Q4	$3.57M	Sell	73,776 -7,899	-10%	-$381K	0.17%	130
2022 Q3	$3.52M	Sell	81,675 -2,445	-3%	-$106K	0.18%	128
2022 Q2	$3.83M	Sell	84,120 -4,469	-5%	-$203K	0.19%	119
2022 Q1	$3.93M	Buy	88,589 +7,661	+9%	+$306K	0.17%	133
2021 Q4	$2.96M	Sell	80,928 -3,224	-4%	-$114K	0.12%	174
2021 Q3	$2.74M	Buy	84,152 +567	+0.7%	+$18.7K	0.12%	180
2021 Q2	$2.77M	Buy	83,585 +184	+0.2%	+$6.37K	0.12%	184
2021 Q1	$2.79M	Buy	83,401 +9,956	+14%	+$307K	0.13%	174
2020 Q4	$2.17M	Buy	73,445 +6,449	+10%	+$186K	0.11%	199
2020 Q3	$1.82M	Buy	66,996 +19,793	+42%	+$543K	0.1%	206
2020 Q2	$1.2M	Buy	47,203 +7,171	+18%	+$176K	0.07%	261
2020 Q1	$928K	Sell	40,032 -1,067	-3%	-$31.8K	0.07%	238
2019 Q4	$1.26M	Buy	+41,099	New	+$1.27M	0.08%	236