BERKLEY W R CORP

Ticker: WRB CUSIP: 084423102 Class: COM

Independent Advisor Alliance's Holding History (CIK: 0001696899)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 34,736 Value ($000) $2,436 Avg Close $72.74 Range $64.36 - $77.72

Q3 2025

Shares 53,391 Value ($000) $4,091 Avg Close $70.00 Range $65.55 - $75.76

Q2 2025

Shares 66,180 Value ($000) $4,862 Avg Close $69.95 Range $61.08 - $73.57

Q1 2025

Shares 65,306 Value ($000) $4,647 Avg Close $59.72 Range $54.51 - $74.49

Q4 2024

Shares 65,101 Value ($000) $3,810 Avg Close $57.87 Range $54.03 - $63.18

Q3 2024

Shares 62,719 Value ($000) $3,558 Avg Close $53.88 Range $49.31 - $58.78

Q2 2024

Shares 42,966 Value ($000) $3,376 Avg Close $51.01 Range $48.28 - $56.07

Q1 2024

Shares 41,982 Value ($000) $3,713 Avg Close $51.43 Range $44.84 - $56.59

Q4 2023

Shares 41,452 Value ($000) $2,932 Avg Close $43.01 Range $38.99 - $46.59

Q3 2023

Shares 38,159 Value ($000) $2,423 Avg Close $38.71 Range $35.97 - $41.14

Q2 2023

Shares 34,438 Value ($000) $2,051 Avg Close $36.64 Range $34.48 - $39.64

Q1 2023

Shares 35,270 Value ($000) $2,196 Avg Close $41.60 Range $36.60 - $46.85

Q4 2022

Shares 33,443 Value ($000) $2 Avg Close $44.51 Range $39.51 - $47.36

Q3 2022

Shares 38,034 Value ($000) $2,456 Avg Close $40.00 Range $37.40 - $42.70

Q2 2022

Shares 35,243 Value ($000) $2,406 Avg Close $41.54 Range $39.62 - $44.01

Q1 2022

Shares 33,211 Value ($000) $2,212 Avg Close $36.37 Range $32.41 - $41.10

Q4 2021

Shares 20,273 Value ($000) $1,670 Avg Close $31.99 Range $28.90 - $33.91

Q3 2021

Shares 18,890 Value ($000) $1,382 Avg Close $29.58 Range $28.23 - $30.95

Q2 2021

Shares 17,633 Value ($000) $1,312 Avg Close $30.80 Range $28.73 - $32.57

Q1 2021

Shares 16,976 Value ($000) $1,279 Avg Close $27.39 Range $24.26 - $30.57

Q4 2020

Shares 16,581 Value ($000) $1,101 Avg Close $25.56 Range $23.47 - $27.94

Q3 2020

Shares 15,755 Value ($000) $963 Avg Close $24.25 Range $21.67 - $25.92

Q2 2020

Shares 5,525 Value ($000) $317 Avg Close $21.65 Range $17.75 - $25.65

Q1 2020

Shares 4,640 Value ($000) $242 Avg Close $26.24 Range $16.88 - $31.29

Q4 2019

Shares 4,640 Value ($000) $321 Avg Close $26.99 Range $26.07 - $29.98

Q3 2019

Shares 4,134 Value ($000) $299 Avg Close $27.14 Range $25.23 - $28.29

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	34,736	$2,436	$72.74	$64.36 - $77.72
Q3 2025	53,391	$4,091	$70.00	$65.55 - $75.76
Q2 2025	66,180	$4,862	$69.95	$61.08 - $73.57
Q1 2025	65,306	$4,647	$59.72	$54.51 - $74.49
Q4 2024	65,101	$3,810	$57.87	$54.03 - $63.18
Q3 2024	62,719	$3,558	$53.88	$49.31 - $58.78
Q2 2024	42,966	$3,376	$51.01	$48.28 - $56.07
Q1 2024	41,982	$3,713	$51.43	$44.84 - $56.59
Q4 2023	41,452	$2,932	$43.01	$38.99 - $46.59
Q3 2023	38,159	$2,423	$38.71	$35.97 - $41.14
Q2 2023	34,438	$2,051	$36.64	$34.48 - $39.64
Q1 2023	35,270	$2,196	$41.60	$36.60 - $46.85
Q4 2022	33,443	$2	$44.51	$39.51 - $47.36
Q3 2022	38,034	$2,456	$40.00	$37.40 - $42.70
Q2 2022	35,243	$2,406	$41.54	$39.62 - $44.01
Q1 2022	33,211	$2,212	$36.37	$32.41 - $41.10
Q4 2021	20,273	$1,670	$31.99	$28.90 - $33.91
Q3 2021	18,890	$1,382	$29.58	$28.23 - $30.95
Q2 2021	17,633	$1,312	$30.80	$28.73 - $32.57
Q1 2021	16,976	$1,279	$27.39	$24.26 - $30.57
Q4 2020	16,581	$1,101	$25.56	$23.47 - $27.94
Q3 2020	15,755	$963	$24.25	$21.67 - $25.92
Q2 2020	5,525	$317	$21.65	$17.75 - $25.65
Q1 2020	4,640	$242	$26.24	$16.88 - $31.29
Q4 2019	4,640	$321	$26.99	$26.07 - $29.98
Q3 2019	4,134	$299	$27.14	$25.23 - $28.29