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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

Tip: Access up to 7 years of quarterly data

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
2025-06-30 $17k 231 73.47
2025-03-31 $16k 231 71.16
2024-12-31 $14k 231 58.52
2024-09-30 $13k 231 56.73
2024-06-30 $12k 154 78.58
2024-03-31 $45k 503 88.44

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Vanguard Total Stock Market ETF (VTI)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Vanguard Total Bond Market ETF (BND)
American Centy Etf Tr (AVGE)
Berkshire Hathaway Inc Del COM - Class A (BRK.A)
DFA Tax-Managed US Marketwide Value II (DFUV)
Vanguard Dividend Appreciation ETF (VIG)
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Dimensional Etf Trust (DFAC)
Vanguard Short Term Corporate Bond ETF (VCSH)
Apple (AAPL)
Alphabet COM - Class C (GOOG)

View all positions for Intelligent Financial Strategies

Top funds holding W.R. Berkley Corporation

Vanguard Group
BlackRock
State Street Corporation
Kayne Anderson Rudnick Investment Management
Leucadia National Corporation
Geode Capital Management
Henderson Group
Principal Financial Group
Jpmorgan Chase & Co
Invesco
First Trust Advisors
Wells Fargo & Company
Dimensional Fund Advisors
Northern Trust
Royal London Asset Management

View all funds holding W.R. Berkley Corporation