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 Q2	$488K	Hold	6,912	–	–	0.13%	56
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 $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

Wealth Advisors of Iowa's WRB Position: Q2 2026 in Review

Wealth Advisors of Iowa held its W.R. Berkley (WRB) position steady in Q2 2026 at 6,912 shares worth $488K. The position accounts for 0.13% of the portfolio, ranked #56.

Wealth Advisors of Iowa first reported a position in WRB in Q3 2022 and has held it in 16 quarters since. The position peaked at $538K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Wealth Advisors of Iowa held 6,912 shares of W.R. Berkley worth $488K as of Q2 2026.
Wealth Advisors of Iowa left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.13% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #56 holding.
Wealth Advisors of Iowa first reported a position in W.R. Berkley in Q3 2022 and has held it in 16 quarters since.
Wealth Advisors of Iowa's W.R. Berkley position peaked at $538K in Q3 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.