WestEnd Advisors’s W.R. Berkley WRB Stock Holding History

WestEnd Advisors’s Portfolio WRB Stock Details WRB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$536	Buy
2025 Q2	$441	Sell
2025 Q1	$640	Buy
2024 Q4	$176	Buy
2024 Q3	$113	Hold
2024 Q2	$79	Hold
2024 Q1	$88	Buy
2022 Q2	–	Hold
2022 Q1	–	Sell
2021 Q4	$164	Buy
2021 Q3	–	Hold
2021 Q2	–	Hold