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Creative Capital Management Investments’s W.R. Berkley WRB Stock Holding History

Creative Capital Management Investments’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 		$4.87K Buy
+69
New +$4.62K ﹤0.01% 413

Other funds holding WRB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Creative Capital Management Investments's WRB Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in W.R. Berkley (WRB) in Q2 2026: 69 shares worth $4.87K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings.

238 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Creative Capital Management Investments held 69 shares of W.R. Berkley worth $4.87K as of Q2 2026.
  • W.R. Berkley was a new Creative Capital Management Investments position in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #413 holding.
  • 238 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.