Indie Asset Partners’s W.R. Berkley WRB Stock Holding History

Indie Asset Partners’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	–	Sell	-3,273	Closed	-$217K	–	90
2026 Q1	$217K	Hold	3,273	–	–	0.25%	78
2025 Q4	$230K	Hold	3,273	–	–	0.26%	72
2025 Q3	$251K	Hold	3,273	–	–	0.33%	67
2025 Q2	$240K	Hold	3,273	–	–	0.44%	56
2025 Q1	$233K	Buy	+3,273	New	+$201K	0.2%	78

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Indie Asset Partners's WRB Position: Q2 2026 in Review

Indie Asset Partners sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 3,273 shares — an estimated $217K sold.

Indie Asset Partners first reported a position in WRB in Q1 2025 and held it in 5 quarters. The position peaked at $251K in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Indie Asset Partners reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
Indie Asset Partners sold 3,273 W.R. Berkley shares in Q2 2026, an estimated $217K.
Indie Asset Partners first reported a position in W.R. Berkley in Q1 2025 and held it in 5 quarters.
Indie Asset Partners's W.R. Berkley position peaked at $251K in Q3 2025.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.