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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
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 		$1.43K 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 $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

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

Cornerstone Planning Group reduced its W.R. Berkley (WRB) stake by 36% in Q2 2026, selling an estimated $1.68K and leaving 45 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Cornerstone Planning Group first reported a position in WRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.59K in Q1 2026. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Cornerstone Planning Group held 45 shares of W.R. Berkley worth $3.26K as of Q2 2026.
  • Cornerstone Planning Group sold 25 W.R. Berkley shares in Q2 2026, an estimated $1.68K.
  • W.R. Berkley made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1198 holding.
  • Cornerstone Planning Group first reported a position in W.R. Berkley in Q3 2024 and has held it in 8 quarters since.
  • Cornerstone Planning Group's W.R. Berkley position peaked at $4.59K in Q1 2026.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.