Cornerstone Wealth Management’s W.R. Berkley WRB Stock Holding History

Cornerstone Wealth Management’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	$318K	Hold	4,506	–	–	0.01%	602
2026 Q1	$299K	Hold	4,506	–	–	0.01%	579
2025 Q4	$316K	Hold	4,506	–	–	0.02%	529
2025 Q3	$345K	Hold	4,506	–	–	0.02%	499
2025 Q2	$331K	Hold	4,506	–	–	0.02%	491
2025 Q1	$321K	Hold	4,506	–	–	0.02%	459
2024 Q4	$264K	Hold	4,506	–	–	0.02%	494
2024 Q3	$256K	Hold	4,506	–	–	0.02%	495
2024 Q2	$236K	Buy	4,506 +7	+0.2%	+$375	0.02%	479
2024 Q1	$265K	Buy	4,499 +99	+2%	+$5.36K	0.02%	457
2023 Q4	$207K	Buy	+4,400	New	+$201K	0.02%	496

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cornerstone Wealth Management's WRB Position: Q2 2026 in Review

Cornerstone Wealth Management held its W.R. Berkley (WRB) position steady in Q2 2026 at 4,506 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #602.

Cornerstone Wealth Management first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $345K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Cornerstone Wealth Management held 4,506 shares of W.R. Berkley worth $318K as of Q2 2026.
Cornerstone Wealth Management left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #602 holding.
Cornerstone Wealth Management first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
Cornerstone Wealth Management's W.R. Berkley position peaked at $345K in Q3 2025.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.