Intentional Wealth Strategies’s W.R. Berkley WRB Stock Holding History

Intentional Wealth 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
2026 Q2	–	Sell	-5	Closed	-$331	–	897
2026 Q1	$331	Buy	+5	New	+$344	﹤0.01%	896

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

Intentional Wealth Strategies's WRB Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 5 shares — an estimated $331 sold.

Intentional Wealth Strategies first reported a position in WRB in Q1 2026 and held it in 1 quarter. The position peaked at $331 in Q1 2026. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Intentional Wealth Strategies reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 5 W.R. Berkley shares in Q2 2026, an estimated $331.
Intentional Wealth Strategies first reported a position in W.R. Berkley in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's W.R. Berkley position peaked at $331 in Q1 2026.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.