Cornerstone Planning Group
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
Q3 		– Sell
-45
Closed -$3.26K – 1727
2026
Q2 		$3.26K Sell
45
-25
-36% -$1.68K ﹤0.01% 1198
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 		$1.42K 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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Eagle Rock Investment Company
Eagle Rock Investment Company Atlanta, Georgia $799M AUM 33.32% 1-Year Est. Return

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

Cornerstone Planning Group sold out of W.R. Berkley (WRB) in Q3 2026, closing a stake of 45 shares — an estimated $3.26K sold.

Cornerstone Planning Group first reported a position in WRB in Q3 2024 and held it in 8 quarters. The position peaked at $4.59K in Q1 2026. 195 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining W.R. Berkley position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 45 W.R. Berkley shares in Q3 2026, an estimated $3.26K.
  • Cornerstone Planning Group first reported a position in W.R. Berkley in Q3 2024 and held it in 8 quarters.
  • Cornerstone Planning Group's W.R. Berkley position peaked at $4.59K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.