Superior Planning, LLC’s W.R. Berkley WRB Stock Holding History

Superior Planning, LLC’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 Q3	$3.04K	Buy	+45	New	+$3.18K	﹤0.01%	1401

Other funds holding WRB

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.5B AUM 31.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's WRB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in W.R. Berkley (WRB) in Q3 2026: 45 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #1401 among its holdings.

688 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

Superior Planning, LLC held 45 shares of W.R. Berkley worth $3.04K as of Q3 2026.
W.R. Berkley was a new Superior Planning, LLC position in Q3 2026.
W.R. Berkley made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1401 holding.
688 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.