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

Investment Partners Asset 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	$476K	Hold	6,750	–	–	0.26%	100
2026 Q1	$447K	Hold	6,750	–	–	0.28%	100
2025 Q4	$473K	Hold	6,750	–	–	0.29%	95
2025 Q3	$517K	Hold	6,750	–	–	0.34%	92
2025 Q2	$496K	Hold	6,750	–	–	0.35%	90
2025 Q1	$480K	Hold	6,750	–	–	0.38%	82
2024 Q4	$395K	Hold	6,750	–	–	0.31%	99
2024 Q3	$383K	Hold	6,750	–	–	0.31%	98
2024 Q2	$354K	Hold	6,750	–	–	0.32%	96
2024 Q1	$398K	Hold	6,750	–	–	0.36%	87
2023 Q4	$318K	Buy	+6,750	New	+$308K	0.32%	95

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 $3.38T AUM 44.17% 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

Investment Partners Asset Management's WRB Position: Q2 2026 in Review

Investment Partners Asset Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 6,750 shares worth $476K. The position accounts for 0.26% of the portfolio, ranked #100.

Investment Partners Asset Management first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $517K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Investment Partners Asset Management held 6,750 shares of W.R. Berkley worth $476K as of Q2 2026.
Investment Partners Asset Management left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.26% of Investment Partners Asset Management's portfolio in Q2 2026, its #100 holding.
Investment Partners Asset Management first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's W.R. Berkley position peaked at $517K in Q3 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.