Waverly Advisors’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	$308K	Buy	4,198 +68	+2%	+$5K	﹤0.01%	955
2025 Q1	$294K	Buy	4,130 +418	+11%	+$29.7K	﹤0.01%	929
2024 Q4	$217K	Buy	+3,712	New	+$217K	﹤0.01%	900