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Cornerstone Financial Group’s W.R. Berkley WRB Stock Holding History

Cornerstone Financial 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 		$244K Hold
3,457
– – 0.15% 69
2026
Q1 		$229K Sell
3,457
-225
-6% -$15.5K 0.15% 70
2025
Q4 		$258K Sell
3,682
-45
-1% -$3.32K 0.18% 64
2025
Q3 		$286K Hold
3,727
– – 0.22% 62
2025
Q2 		$274K Sell
3,727
-220
-6% -$15.8K 0.23% 61
2025
Q1 		$285K Sell
3,947
-28
-0.7% -$1.72K 0.26% 58
2024
Q4 		$233K Buy
+3,975
New +$238K 0.23% 63

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 $3.38T AUM 44.17% 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

Cornerstone Financial Group's WRB Position: Q2 2026 in Review

Cornerstone Financial Group held its W.R. Berkley (WRB) position steady in Q2 2026 at 3,457 shares worth $244K. The position accounts for 0.15% of the portfolio, ranked #69.

Cornerstone Financial Group first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $286K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Cornerstone Financial Group held 3,457 shares of W.R. Berkley worth $244K as of Q2 2026.
  • Cornerstone Financial Group left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.15% of Cornerstone Financial Group's portfolio in Q2 2026, its #69 holding.
  • Cornerstone Financial Group first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Financial Group's W.R. Berkley position peaked at $286K in Q3 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.