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IHT Wealth Management’s W.R. Berkley WRB Stock Holding History

IHT Wealth Management’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 		$389K Sell
5,521
-1,808
-25% -$121K 0.01% 926
2026
Q1 		$486K Sell
7,329
-466
-6% -$32.1K 0.01% 843
2025
Q4 		$547K Buy
7,795
+136
+2% +$10K 0.01% 727
2025
Q3 		$587K Sell
7,659
-81
-1% -$5.77K 0.01% 685
2025
Q2 		$569K Buy
7,740
+69
+0.9% +$4.95K 0.02% 654
2025
Q1 		$546K Buy
7,671
+2,779
+57% +$170K 0.02% 641
2024
Q4 		$286K Sell
4,892
-2,004
-29% -$120K 0.01% 871
2024
Q3 		$392K Buy
6,896
+1,862
+37% +$105K 0.01% 800
2024
Q2 		$264K Sell
5,034
-815
-14% -$43.7K 0.01% 842
2024
Q1 		$345K Sell
5,849
-739
-11% -$40K 0.01% 753
2023
Q4 		$311K Buy
6,588
+210
+3% +$9.57K 0.01% 753
2023
Q3 		$270K Buy
6,378
+466
+8% +$19.3K 0.01% 772
2023
Q2 		$235K Buy
+5,912
New +$232K 0.01% 813
2020
Q4 		– Sell
-8,235
Closed -$224K – 775
2020
Q3 		$224K Buy
+8,235
New +$226K 0.02% 577
2020
Q2 		– Sell
-9,695
Closed -$225K – 645
2020
Q1 		$225K Buy
+9,695
New +$289K 0.03% 462
2018
Q2 		– Sell
-1,185
Closed -$25K – 1381
2018
Q1 		$25K Hold
1,185
– – 0.01% 907
2017
Q4 		$24K Hold
1,185
– – 0.01% 936
2017
Q3 		$24K Sell
1,185
-3,473
-75% -$69.5K 0.01% 723
2017
Q2 		$171K Sell
4,658
-20
-0.4% -$405 0.08% 257
2017
Q1 		$96K Sell
4,678
-283
-6% -$5.82K 0.06% 287
2016
Q4 		$98K Buy
+4,961
New +$89.1K 0.07% 271

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

IHT Wealth Management's WRB Position: Q2 2026 in Review

IHT Wealth Management reduced its W.R. Berkley (WRB) stake by 25% in Q2 2026, selling an estimated $121K and leaving 5,521 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #926.

IHT Wealth Management first reported a position in WRB in Q4 2016 and has held it in 21 quarters since. The position peaked at $587K in Q3 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • IHT Wealth Management held 5,521 shares of W.R. Berkley worth $389K as of Q2 2026.
  • IHT Wealth Management sold 1,808 W.R. Berkley shares in Q2 2026, an estimated $121K.
  • W.R. Berkley made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #926 holding.
  • IHT Wealth Management first reported a position in W.R. Berkley in Q4 2016 and has held it in 21 quarters since.
  • IHT Wealth Management's W.R. Berkley position peaked at $587K in Q3 2025.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.