Wealth Enhancement Advisory Services’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	$7.32M	Sell	110,855 -57,594	-34%	-$3.97M	0.02%	716
2025 Q4	$11.8M	Buy	168,449 +24,931	+17%	+$1.84M	0.02%	641
2025 Q3	$11.2M	Buy	143,518 +91,832	+178%	+$6.54M	0.02%	614
2025 Q2	$3.7M	Buy	51,686 +27,042	+110%	+$1.94M	0.01%	1043
2025 Q1	$1.75M	Sell	24,644 -39,106	-61%	-$2.4M	﹤0.01%	1310
2024 Q4	$3.73M	Buy	63,750 +50,361	+376%	+$3.02M	0.01%	908
2024 Q3	$760K	Buy	13,389 +2,067	+18%	+$116K	﹤0.01%	1562
2024 Q2	$593K	Buy	11,322 +126	+1%	+$6.75K	﹤0.01%	1548
2024 Q1	$660K	Buy	11,196 +643	+6%	+$34.8K	﹤0.01%	1434
2023 Q4	$497K	Sell	10,553 -328	-3%	-$15K	﹤0.01%	1511
2023 Q3	$461K	Buy	+10,881	New	+$451K	﹤0.01%	1475
2020 Q2	–	Sell	-37,996	Closed	-$913K	–	261
2020 Q1	$913K	Buy	+37,996	New	+$1.13M	0.03%	170
2015 Q3	–	Sell	-50,122	Closed	-$771K	–	120
2015 Q2	$771K	Buy	50,122 +6,487	+15%	+$96.7K	0.24%	81
2015 Q1	$653K	Buy	43,635 +6,648	+18%	+$98.8K	0.25%	87
2014 Q4	$562K	Buy	+36,987	New	+$556K	0.22%	88