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Abacus Planning Group’s W.R. Berkley WRB Stock Holding History

Abacus Planning Group’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
Q2 		– Sell
-4,124
Closed -$273K – 282
2026
Q1 		$273K Sell
4,124
-183
-4% -$12.6K 0.04% 212
2025
Q4 		$302K Buy
4,307
+20
+0.5% +$1.47K 0.04% 195
2025
Q3 		$328K Hold
4,287
– – 0.05% 177
2025
Q2 		$315K Buy
4,287
+1,373
+47% +$98.4K 0.05% 179
2025
Q1 		$207K Buy
+2,914
New +$179K 0.04% 210

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Abacus Planning Group's WRB Position: Q2 2026 in Review

Abacus Planning Group sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 4,124 shares — an estimated $273K sold.

Abacus Planning Group first reported a position in WRB in Q1 2025 and held it in 5 quarters. The position peaked at $328K in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Abacus Planning Group reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • Abacus Planning Group sold 4,124 W.R. Berkley shares in Q2 2026, an estimated $273K.
  • Abacus Planning Group first reported a position in W.R. Berkley in Q1 2025 and held it in 5 quarters.
  • Abacus Planning Group's W.R. Berkley position peaked at $328K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.