IFP Advisors’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32.9K | Buy |
466
+144
| +45% | +$9.65K | ﹤0.01% | 2659 |
|
|
2026
Q1 | $21.3K | Sell |
322
-3,065
| -90% | -$211K | ﹤0.01% | 2742 |
|
|
2025
Q4 | $237K | Sell |
3,387
-191
| -5% | -$14.1K | 0.01% | 1278 |
|
|
2025
Q3 | $274K | Sell |
3,578
-226
| -6% | -$16.1K | 0.01% | 1138 |
|
|
2025
Q2 | $279K | Sell |
3,804
-791
| -17% | -$56.7K | 0.01% | 1099 |
|
|
2025
Q1 | $327K | Sell |
4,595
-1,366
| -23% | -$83.7K | 0.01% | 947 |
|
|
2024
Q4 | $349K | Buy |
5,961
+27
| +0.5% | +$1.62K | 0.01% | 883 |
|
|
2024
Q3 | $337K | Buy |
5,934
+2,806
| +90% | +$158K | 0.01% | 848 |
|
|
2024
Q2 | $164K | Buy |
3,128
+56
| +2% | +$3K | 0.01% | 1133 |
|
|
2024
Q1 | $181K | Buy |
3,072
+25
| +0.8% | +$1.35K | 0.01% | 1047 |
|
|
2023
Q4 | $144K | Sell |
3,047
-229
| -7% | -$10.4K | 0.01% | 1112 |
|
|
2023
Q3 | $139K | Buy |
3,276
+6
| +0.2% | +$249 | 0.01% | 1127 |
|
|
2023
Q2 | $130K | Sell |
3,270
-186
| -5% | -$7.31K | 0.01% | 1204 |
|
|
2023
Q1 | $177K | Sell |
3,456
-1,964
| -36% | -$87.9K | 0.01% | 992 |
|
|
2022
Q4 | $277K | Sell |
5,420
-738
| -12% | -$35.6K | 0.01% | 1178 |
|
|
2022
Q3 | $320K | Buy |
6,158
+1,682
| +38% | +$73K | 0.01% | 1155 |
|
|
2022
Q2 | $233K | Hold |
4,476
| – | – | 0.01% | 1200 |
|
|
2022
Q1 | $233K | Buy |
4,476
+1,373
| +44% | +$54.8K | 0.01% | 1200 |
|
|
2021
Q4 | $115K | Hold |
3,103
| – | – | ﹤0.01% | 1206 |
|
|
2021
Q3 | $101K | Hold |
3,103
| – | – | ﹤0.01% | 1296 |
|
|
2021
Q2 | $102K | Sell |
3,103
-1,485
| -32% | -$51.4K | ﹤0.01% | 1236 |
|
|
2021
Q1 | $152K | Sell |
4,588
-432
| -9% | -$13.3K | ﹤0.01% | 972 |
|
|
2020
Q4 | $148K | Sell |
5,020
-3,375
| -40% | -$97.3K | 0.01% | 944 |
|
|
2020
Q3 | $228K | Sell |
8,395
-25
| -0.3% | -$685 | 0.01% | 659 |
|
|
2020
Q2 | $212K | Sell |
8,420
-1,491
| -15% | -$36.6K | 0.02% | 647 |
|
|
2020
Q1 | $223K | Sell |
9,911
-1,254
| -11% | -$37.4K | 0.02% | 545 |
|
|
2019
Q4 | $340K | Sell |
11,165
-2,943
| -21% | -$90.8K | 0.03% | 515 |
|
|
2019
Q3 | $449K | Buy |
+14,108
| New | +$441K | 0.03% | 520 |
|
|
2019
Q1 | $21K | Sell |
844
-14,701
| -95% | -$347K | ﹤0.01% | 1337 |
|
|
2018
Q4 | $336K | Sell |
15,545
-986
| -6% | -$22.2K | 0.02% | 671 |
|
|
2018
Q3 | $392K | Buy |
16,531
+13,662
| +476% | +$310K | 0.02% | 787 |
|
|
2018
Q2 | $62K | Sell |
2,869
-776
| -21% | -$17.3K | ﹤0.01% | 1786 |
|
|
2018
Q1 | $77K | Hold |
3,645
| – | – | ﹤0.01% | 1538 |
|
|
2017
Q4 | $77K | Sell |
3,645
-2,562
| -41% | -$52.4K | ﹤0.01% | 1551 |
|
|
2017
Q3 | $123K | Sell |
6,207
-1,242
| -17% | -$24.9K | ﹤0.01% | 1431 |
|
|
2017
Q2 | $153K | Buy |
7,449
+483
| +7% | +$9.78K | 0.01% | 1280 |
|
|
2017
Q1 | $146K | Buy |
6,966
+4,776
| +218% | +$98.3K | 0.01% | 1279 |
|
|
2016
Q4 | $43K | Buy |
2,190
+6
| +0.3% | +$108 | ﹤0.01% | 1988 |
|
|
2016
Q3 | $37K | Sell |
2,184
-550
| -20% | -$9.51K | ﹤0.01% | 2007 |
|
|
2016
Q2 | $49K | Buy |
2,734
+1,890
| +224% | +$31.4K | ﹤0.01% | 1781 |
|
|
2016
Q1 | $21K | Sell |
844
-1,782
| -68% | -$27.4K | ﹤0.01% | 1335 |
|
|
2015
Q4 | $43K | Buy |
+2,626
| New | +$42.9K | ﹤0.01% | 1709 |
|
Other funds holding WRB
MSI
IFP Advisors's WRB Position: Q2 2026 in Review
IFP Advisors increased its W.R. Berkley (WRB) stake by 45% in Q2 2026, buying an estimated $9.65K and bringing the position to 466 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2659.
IFP Advisors first reported a position in WRB in Q4 2015 and has held it in 42 quarters since. The position peaked at $449K in Q3 2019. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- IFP Advisors held 466 shares of W.R. Berkley worth $32.9K as of Q2 2026.
- IFP Advisors bought 144 W.R. Berkley shares in Q2 2026, an estimated $9.65K.
- W.R. Berkley made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2659 holding.
- IFP Advisors first reported a position in W.R. Berkley in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's W.R. Berkley position peaked at $449K in Q3 2019.
- 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.