Tortoise Investment Management’s W.R. Berkley WRB Stock Holding History

Tortoise Investment Management’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	$7.27K	Buy
2025 Q1	$5.48K	Sell
2024 Q4	$76.8K	Buy
2024 Q3	$43.9K	Buy
2024 Q2	$36.5K	Buy
2024 Q1	$25.4K	Buy
2013 Q3	–	Sell
2013 Q2	$4K	Buy