BERKLEY W R CORP

Ticker: WRB CUSIP: 084423102 Class: COM

Investment Planning Advisors, Inc.'s Holding History (CIK: 0002024049)

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

Q4 2025
Shares 18,407 Value ($000) $1,291 Avg Close $72.74 Range $64.36 - $77.72
Q3 2025
Shares 20,007 Value ($000) $1,533 Avg Close $70.00 Range $65.55 - $75.76
Q2 2025
Shares 20,007 Value ($000) $1,470 Avg Close $69.95 Range $61.08 - $73.57
Q1 2025
Shares 20,007 Value ($000) $1,424 Avg Close $59.72 Range $54.51 - $74.49
Q4 2024
Shares 20,018 Value ($000) $1,171 Avg Close $57.87 Range $54.03 - $63.18
Q3 2024
Shares 13,731 Value ($000) $1,079 Avg Close $53.88 Range $49.31 - $58.78
Q2 2024
Shares 13,731 Value ($000) $1,079 Avg Close $51.01 Range $48.28 - $56.07