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

IFC Advisors’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$327K Buy
4,635
+48
+1% +$3.22K 0.04% 133
2026
Q1 		$304K Sell
4,587
-43
-0.9% -$2.96K 0.04% 123
2025
Q4 		$325K Sell
4,630
-190
-4% -$14K 0.05% 133
2025
Q3 		$369K Sell
4,820
-3,867
-45% -$275K 0.07% 123
2025
Q2 		$638K Sell
8,687
-9
-0.1% -$645 0.12% 100
2025
Q1 		$619K Buy
8,696
+63
+0.7% +$3.86K 0.13% 99
2024
Q4 		$505K Buy
+8,633
New +$517K 0.11% 101

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IFC Advisors's WRB Position: Q2 2026 in Review

IFC Advisors increased its W.R. Berkley (WRB) stake by 1% in Q2 2026, buying an estimated $3.22K and bringing the position to 4,635 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #133.

IFC Advisors first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $638K in Q2 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • IFC Advisors held 4,635 shares of W.R. Berkley worth $327K as of Q2 2026.
  • IFC Advisors bought 48 W.R. Berkley shares in Q2 2026, an estimated $3.22K.
  • W.R. Berkley made up 0.04% of IFC Advisors's portfolio in Q2 2026, its #133 holding.
  • IFC Advisors first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's W.R. Berkley position peaked at $638K in Q2 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.