WealthTrak Capital Management’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	$2.94K	Buy	40 +10	+33%	+$735	﹤0.01%	385
2025 Q1	$2.14K	Buy	30 +20	+200%	+$1.42K	﹤0.01%	369
2024 Q4	$586	Buy	+10	New	+$586	﹤0.01%	535