Investment Planning Advisors’s W.R. Berkley WRB Stock Holding History

Investment Planning Advisors’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	$1.3M	Buy	18,403 +1	+0%	+$67	0.3%	36
2026 Q1	$1.22M	Sell	18,402 -5	-0%	-$344	0.34%	34
2025 Q4	$1.29M	Sell	18,407 -1,600	-8%	-$118K	0.38%	32
2025 Q3	$1.53M	Hold	20,007	–	–	0.48%	26
2025 Q2	$1.47M	Hold	20,007	–	–	0.52%	21
2025 Q1	$1.42M	Sell	20,007 -11	-0.1%	-$674	0.58%	24
2024 Q4	$1.17M	Buy	20,018 +6,287	+46%	+$377K	0.51%	29
2024 Q3	$1.08M	Sell	13,731 -6,866	-33%	-$386K	0.55%	28
2024 Q2	$1.08M	Buy	+20,597	New	+$1.1M	0.55%	28

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

Investment Planning Advisors's WRB Position: Q2 2026 in Review

Investment Planning Advisors increased its W.R. Berkley (WRB) stake by 0.01% in Q2 2026, buying an estimated $67 and bringing the position to 18,403 shares worth $1.3M. The position accounts for 0.3% of the portfolio, ranked #36.

Investment Planning Advisors first reported a position in WRB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q3 2025. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Investment Planning Advisors held 18,403 shares of W.R. Berkley worth $1.3M as of Q2 2026.
Investment Planning Advisors bought 1 W.R. Berkley share in Q2 2026, an estimated $67.
W.R. Berkley made up 0.3% of Investment Planning Advisors's portfolio in Q2 2026, its #36 holding.
Investment Planning Advisors first reported a position in W.R. Berkley in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's W.R. Berkley position peaked at $1.53M in Q3 2025.
952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.