IAA
WRB icon

Independent Advisor Alliance’s W.R. Berkley WRB Stock Holding History

Independent Advisor Alliance’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 		$1.31M Buy
18,538
+29
+0.2% +$1.94K 0.03% 393
2026
Q1 		$1.23M Sell
18,509
-16,227
-47% -$1.12M 0.01% 729
2025
Q4 		$2.44M Sell
34,736
-18,655
-35% -$1.37M 0.06% 266
2025
Q3 		$4.09M Sell
53,391
-12,789
-19% -$911K 0.11% 168
2025
Q2 		$4.86M Buy
66,180
+874
+1% +$62.6K 0.14% 118
2025
Q1 		$4.65M Buy
65,306
+205
+0.3% +$12.6K 0.15% 112
2024
Q4 		$3.81M Buy
65,101
+2,382
+4% +$143K 0.05% 336
2024
Q3 		$3.56M Sell
62,719
-1,730
-3% -$97.1K 0.13% 140
2024
Q2 		$3.38M Buy
64,449
+1,476
+2% +$79.1K 0.12% 154
2024
Q1 		$3.71M Buy
62,973
+795
+1% +$43K 0.13% 134
2023
Q4 		$2.93M Buy
62,178
+4,939
+9% +$225K 0.11% 161
2023
Q3 		$2.42M Buy
57,239
+5,582
+11% +$231K 0.11% 173
2023
Q2 		$2.05M Sell
51,657
-1,248
-2% -$49.1K 0.09% 186
2023
Q1 		$2.2M Buy
52,905
+2,740
+5% +$123K 0.11% 178
2022
Q4 		$2.43K Sell
50,165
-6,886
-12% -$332K ﹤0.01% 234
2022
Q3 		$2.46M Buy
57,051
+4,186
+8% +$182K 0.14% 140
2022
Q2 		$2.41M Buy
52,865
+3,048
+6% +$139K 0.13% 138
2022
Q1 		$2.21M Buy
49,817
+4,203
+9% +$168K 0.11% 171
2021
Q4 		$1.67M Buy
45,614
+3,111
+7% +$110K 0.08% 186
2021
Q3 		$1.38M Buy
42,503
+2,829
+7% +$93.3K 0.08% 214
2021
Q2 		$1.31M Buy
39,674
+1,478
+4% +$51.2K 0.07% 222
2021
Q1 		$1.28M Buy
38,196
+889
+2% +$27.4K 0.08% 215
2020
Q4 		$1.1M Buy
37,307
+1,858
+5% +$53.6K 0.07% 201
2020
Q3 		$963K Buy
35,449
+23,018
+185% +$631K 0.07% 190
2020
Q2 		$317K Buy
12,431
+1,991
+19% +$48.8K 0.03% 353
2020
Q1 		$242K Hold
10,440
– – 0.04% 323
2019
Q4 		$321K Buy
10,440
+1,138
+12% +$35.1K 0.01% 661
2019
Q3 		$299K Buy
+9,302
New +$291K 0.04% 339

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

Independent Advisor Alliance's WRB Position: Q2 2026 in Review

Independent Advisor Alliance increased its W.R. Berkley (WRB) stake by 0.16% in Q2 2026, buying an estimated $1.94K and bringing the position to 18,538 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #393.

Independent Advisor Alliance first reported a position in WRB in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.86M in Q2 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Independent Advisor Alliance held 18,538 shares of W.R. Berkley worth $1.31M as of Q2 2026.
  • Independent Advisor Alliance bought 29 W.R. Berkley shares in Q2 2026, an estimated $1.94K.
  • W.R. Berkley made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #393 holding.
  • Independent Advisor Alliance first reported a position in W.R. Berkley in Q3 2019 and has held it in 28 quarters since.
  • Independent Advisor Alliance's W.R. Berkley position peaked at $4.86M in Q2 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.