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Innovative Advisory Group, LLC’s W.R. Berkley WRB Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-65
Closed -$4.56K – 231
2025
Q4 		$4.56K Hold
65
– – ﹤0.01% 161
2025
Q3 		$4.98K Hold
65
– – ﹤0.01% 161
2025
Q2 		$4.78K Hold
65
– – ﹤0.01% 156
2025
Q1 		$4.63K Buy
65
+5
+8% +$306 ﹤0.01% 135
2024
Q4 		$3.51K Buy
+60
New +$3.59K ﹤0.01% 138

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Innovative Advisory Group, LLC's WRB Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 65 shares — an estimated $4.56K sold.

Innovative Advisory Group, LLC first reported a position in WRB in Q4 2024 and held it in 5 quarters. The position peaked at $4.98K in Q3 2025. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 65 W.R. Berkley shares in Q1 2026, an estimated $4.56K.
  • Innovative Advisory Group, LLC first reported a position in W.R. Berkley in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's W.R. Berkley position peaked at $4.98K in Q3 2025.
  • 926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.