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W.R. Berkley Corporation shares owned by Intelligent Financial Strategies

Quarter-by-quarter ownership of W.R. Berkley Corporation (WRB) shares owned by Intelligent Financial Strategies from 13F filings

Historical chart of Intelligent Financial Strategies investment in W.R. Berkley Corporation

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All positions including W.R. Berkley Corporation held by Intelligent Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in W.R. Berkley Corporation by Intelligent Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 231 56.73
2024-06-30 $12k 154 78.58
2024-03-31 $45k 503 88.44

More positions owned by Intelligent Financial Strategies

Berkshire Hathaway Inc Del COM - Class B (BRK.B)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Total Stock Market ETF (VTI)
American Centy Etf Tr (AVGE)
DFA Tax-Managed US Marketwide Value II (DFUV)
Apple (AAPL)
Vanguard Dividend Appreciation ETF (VIG)
iShares S&P 500 Index (IVV)
Berkshire Hathaway Inc Del COM - Class A (BRK.A)
Dimensional Etf Trust (DFAC)
Microsoft Corporation (MSFT)
Alphabet COM - Class C (GOOG)
SPDR S&P MidCap 400 ETF (MDY)
MasterCard Incorporated (MA)
Visa (V)

View all positions for Intelligent Financial Strategies

Top funds holding W.R. Berkley Corporation

Vanguard Group
BlackRock
Morgan Stanley
State Street Corporation
Kayne Anderson Rudnick Investment Management
Henderson Group
Geode Capital Management
Jpmorgan Chase & Co
Victory Capital Management
Principal Financial Group
Invesco
Bank of America Corporation
Dimensional Fund Advisors
Manufacturers Life Insurance Company
Goodman & Company, Investment Counsel

View all funds holding W.R. Berkley Corporation