Wealthspire Advisors (New York)’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	$474K	Sell	6,452 -1,128	-15%	-$82.9K	﹤0.01%	555
2025 Q1	$539K	Buy	7,580 +1,128	+17%	+$80.3K	﹤0.01%	495
2024 Q4	$378K	Buy	+6,452	New	+$378K	﹤0.01%	591