Portside Wealth Group, LLC
- SEC CIK
- 0001978608
- Latest filing
- Jul 14, 2026
WRB holding history
Berkley W R Corp in every 13F filed by Portside Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WRB overviewAll 13F holders of WRBFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −2,692−100.0% | Sold out | Holders |
| Q3 2025 | 2,692 | $206.3K | <0.1% | −1,976−42.3% | Reduced | Holders |
| Q2 2025 | 4,668 | $343.0K | 0.1% | −1,217−20.7% | Reduced | Holders |
| Q1 2025 | 5,885 | $418.8K | 0.1% | +1,244+26.8% | Added | Holders |
| Q4 2024 | 4,641 | $271.6K | <0.1% | +429+10.2% | Added | Holders |
| Q3 2024 | 4,212 | $238.9K | <0.1% | +4,212 | New | Holders |