Iron Horse Wealth Management’s W.R. Berkley WRB Stock Holding History

Iron Horse Wealth 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
2025 Q2	$244K	Hold	3,327	–	–	0.07%	50
2025 Q1	$237K	Hold	3,327	–	–	0.08%	47
2024 Q4	$195K	Hold	3,327	–	–	0.07%	56
2024 Q3	$189K	Hold	3,327	–	–	0.06%	50
2024 Q2	$174K	Hold	3,327	–	–	0.07%	46
2024 Q1	$196K	Sell	3,327 -534	-14%	-$28.9K	0.08%	42
2023 Q4	$182K	Sell	3,861 -255	-6%	-$11.6K	0.08%	40
2023 Q3	$174K	Hold	4,116	–	–	0.09%	38
2023 Q2	$163K	Hold	4,116	–	–	0.08%	39
2023 Q1	$171K	Hold	4,116	–	–	0.09%	38
2022 Q4	$199K	Hold	4,116	–	–	0.11%	37
2022 Q3	$177K	Buy	4,116 +718	+21%	+$31.2K	0.26%	23
2022 Q2	$155K	Buy	+3,398	New	+$154K	0.09%	38

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Iron Horse Wealth Management's WRB Position: Q2 2025 in Review

Iron Horse Wealth Management held its W.R. Berkley (WRB) position steady in Q2 2025 at 3,327 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #50.

Iron Horse Wealth Management first reported a position in WRB in Q2 2022 and has held it in 13 quarters since. 919 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Iron Horse Wealth Management held 3,327 shares of W.R. Berkley worth $244K as of Q2 2025.
Iron Horse Wealth Management left its W.R. Berkley share count unchanged in Q2 2025.
W.R. Berkley made up 0.07% of Iron Horse Wealth Management's portfolio in Q2 2025, its #50 holding.
Iron Horse Wealth Management first reported a position in W.R. Berkley in Q2 2022 and has held it in 13 quarters since.
919 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.