Cornerstone Financial Group
WRB icon

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
Q3 		$231K Sell
3,414
-43
-1% -$3.03K 0.13% 71
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

Mitsui Sumitomo Insurance
Mitsui Sumitomo Insurance Tokyo, Japan $3.97B AUM 11.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.5B AUM 31.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cornerstone Financial Group's WRB Position: Q3 2026 in Review

Cornerstone Financial Group reduced its W.R. Berkley (WRB) stake by 1.2% in Q3 2026, selling an estimated $3.03K and leaving 3,414 shares worth $231K. The position accounts for 0.13% of the portfolio, ranked #71.

Cornerstone Financial Group first reported a position in WRB in Q4 2024 and has held it in 8 quarters since. The position peaked at $286K in Q3 2025. 707 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Cornerstone Financial Group held 3,414 shares of W.R. Berkley worth $231K as of Q3 2026.
  • Cornerstone Financial Group sold 43 W.R. Berkley shares in Q3 2026, an estimated $3.03K.
  • W.R. Berkley made up 0.13% of Cornerstone Financial Group's portfolio in Q3 2026, its #71 holding.
  • Cornerstone Financial Group first reported a position in W.R. Berkley in Q4 2024 and has held it in 8 quarters since.
  • Cornerstone Financial Group's W.R. Berkley position peaked at $286K in Q3 2025.
  • 707 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.