Wealth Advisors of Iowa’s W.R. Berkley WRB Stock Holding History

Wealth Advisors of Iowa’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	$458K	Buy	6,912 +30	+0.4%	+$2.07K	0.14%	52
2025 Q4	$483K	Sell	6,882 -138	-2%	-$10.2K	0.16%	51
2025 Q3	$538K	Buy	7,020 +138	+2%	+$9.82K	0.18%	49
2025 Q2	$506K	Hold	6,882	–	–	0.19%	44
2025 Q1	$490K	Hold	6,882	–	–	0.21%	44
2024 Q4	$403K	Sell	6,882 -90	-1%	-$5.39K	0.2%	39
2024 Q3	$396K	Hold	6,972	–	–	0.2%	39
2024 Q2	$365K	Hold	6,972	–	–	0.2%	27
2024 Q1	$411K	Hold	6,972	–	–	0.25%	36
2023 Q4	$329K	Sell	6,972 -375	-5%	-$17.1K	0.22%	40
2023 Q3	$311K	Hold	7,347	–	–	0.22%	43
2023 Q2	$292K	Hold	7,347	–	–	0.21%	46
2023 Q1	$305K	Hold	7,347	–	–	0.24%	42
2022 Q4	$355K	Hold	7,347	–	–	0.29%	39
2022 Q3	$316K	Buy	+7,347	New	+$319K	0.3%	36

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealth Advisors of Iowa's WRB Position: Q1 2026 in Review

Wealth Advisors of Iowa increased its W.R. Berkley (WRB) stake by 0.44% in Q1 2026, buying an estimated $2.07K and bringing the position to 6,912 shares worth $458K. The position accounts for 0.14% of the portfolio, ranked #52.

Wealth Advisors of Iowa first reported a position in WRB in Q3 2022 and has held it in 15 quarters since. The position peaked at $538K in Q3 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Wealth Advisors of Iowa held 6,912 shares of W.R. Berkley worth $458K as of Q1 2026.
Wealth Advisors of Iowa bought 30 W.R. Berkley shares in Q1 2026, an estimated $2.07K.
W.R. Berkley made up 0.14% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #52 holding.
Wealth Advisors of Iowa first reported a position in W.R. Berkley in Q3 2022 and has held it in 15 quarters since.
Wealth Advisors of Iowa's W.R. Berkley position peaked at $538K in Q3 2025.
921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.