Transatlantique Private Wealth’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$633K	Sell	8,618 -519	-6%	-$38.1K	0.23%	127
2025 Q1	$650K	Hold	9,137	–	–	0.26%	120
2024 Q4	$535K	Hold	9,137	–	–	0.2%	142
2024 Q3	$518K	Sell	9,137 -3	-0%	-$170	0.2%	151
2024 Q2	$479K	Buy	+9,140	New	+$479K	0.2%	141