IFC & Insurance Marketing’s W.R. Berkley WRB Stock Holding History

IFC & Insurance Marketing’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 Q1	–	Sell	-132	Closed	-$9K	–	701
2025 Q4	$9K	Buy	+132	New	+$9.73K	0.01%	419

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

IFC & Insurance Marketing's WRB Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 132 shares — an estimated $9K sold.

IFC & Insurance Marketing first reported a position in WRB in Q4 2025 and held it in 1 quarter. The position peaked at $9K in Q4 2025. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

IFC & Insurance Marketing reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 132 W.R. Berkley shares in Q1 2026, an estimated $9K.
IFC & Insurance Marketing first reported a position in W.R. Berkley in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's W.R. Berkley position peaked at $9K in Q4 2025.
926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.