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BAM Wealth Management, LLC

SEC CIK
0002093649
Latest filing
Jul 14, 2026

WRB holding history

Berkley W R Corp in every 13F filed by BAM Wealth Management, 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 (Q2 2026)
10,472
Value
$738.6K
% of portfolio
0.5%
Quarters held
1
Since Q2 2026
Holdings of WRB by BAM Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,472$738.6K0.5%+10,472NewHolders