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Intelligent Financial Strategies’s W.R. Berkley WRB Stock Holding History

Intelligent Financial Strategies’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
2025
Q3 		– Sell
-231
Closed -$17K – 88
2025
Q2 		$17K Hold
231
– – 0.01% 77
2025
Q1 		$16.4K Hold
231
– – 0.01% 75
2024
Q4 		$13.5K Hold
231
– – 0.01% 76
2024
Q3 		$13.1K Hold
231
– – 0.01% 79
2024
Q2 		$12.1K Sell
231
-524
-69% -$28.1K 0.01% 79
2024
Q1 		$44.5K Buy
+755
New +$40.8K 0.03% 60

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intelligent Financial Strategies's WRB Position: Q3 2025 in Review

Intelligent Financial Strategies sold out of W.R. Berkley (WRB) in Q3 2025, closing a stake of 231 shares — an estimated $17K sold.

Intelligent Financial Strategies first reported a position in WRB in Q1 2024 and held it in 6 quarters. The position peaked at $44.5K in Q1 2024. 934 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Intelligent Financial Strategies reported no remaining W.R. Berkley position as of Q3 2025 after selling out during the quarter.
  • Intelligent Financial Strategies sold 231 W.R. Berkley shares in Q3 2025, an estimated $17K.
  • Intelligent Financial Strategies first reported a position in W.R. Berkley in Q1 2024 and held it in 6 quarters.
  • Intelligent Financial Strategies's W.R. Berkley position peaked at $44.5K in Q1 2024.
  • 934 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Intelligent Financial Strategies's 13F filing for Q3 2025, filed 21 Oct 2025.