CPG
WRB icon

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

Cornerstone 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
Q1 		$4.59K Buy
70
+12
+21% +$826 ﹤0.01% 1108
2025
Q4 		$3.92K Buy
58
+8
+16% +$590 ﹤0.01% 1039
2025
Q3 		$3.58K Buy
50
+2
+4% +$142 ﹤0.01% 1034
2025
Q2 		$3.36K Buy
48
+28
+140% +$2.01K ﹤0.01% 817
2025
Q1 		$1.43K Buy
20
+10
+100% +$613 ﹤0.01% 1057
2024
Q4 		$592 Buy
10
+4
+67% +$240 ﹤0.01% 1081
2024
Q3 		$346 Buy
+6
New +$337 ﹤0.01% 1166

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return