Exit Wealth Advisors, LLC.

SEC CIK: 0002082744
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

WRB holding history

Berkley W R Corp in every 13F filed by Exit Wealth Advisors, LLC., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WRB overview All 13F holders of WRB Full Q2 2026 holdings

Shares (Q2 2026): 2,883
Value: $203.4K
% of portfolio: 0.1%
Quarters held: 3; Since Q3 2025

Holdings of WRB by Exit Wealth Advisors, LLC., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,883	$203.4K	0.1%	+2,883	New	Holders
Q1 2026	0	$0	0.0%	−2,880−100.0%	Sold out	Holders
Q4 2025	2,880	$201.9K	0.1%	+4+0.1%	Added	Holders
Q3 2025	2,876	$220.4K	0.1%	–	No prior filing	Holders