Creative Financial Designs’s W.R. Berkley WRB Stock Holding History

Creative Financial Designs’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	$41.5K	Hold	588	–	–	﹤0.01%	1072
2026 Q1	$39K	Sell	588 -459	-44%	-$31.6K	﹤0.01%	988
2025 Q4	$73.5K	Sell	1,047 -400	-28%	-$29.5K	﹤0.01%	732
2025 Q3	$111K	Buy	1,447 +101	+8%	+$7.19K	0.01%	615
2025 Q2	$98.9K	Buy	1,346 +242	+22%	+$17.3K	0.01%	672
2025 Q1	$78.5K	Buy	1,104 +218	+25%	+$13.4K	0.01%	688
2024 Q4	$51.8K	Buy	886 +85	+11%	+$5.09K	﹤0.01%	779
2024 Q3	$45.5K	Buy	801 +223	+39%	+$12.5K	﹤0.01%	801
2024 Q2	$30.3K	Buy	578 +540	+1,421%	+$28.9K	﹤0.01%	896
2024 Q1	$2.23K	Hold	38	–	–	﹤0.01%	1473
2023 Q4	$1.78K	Buy	+38	New	+$1.73K	﹤0.01%	1446

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 $3.37T AUM 44.26% 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

Creative Financial Designs's WRB Position: Q2 2026 in Review

Creative Financial Designs held its W.R. Berkley (WRB) position steady in Q2 2026 at 588 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Creative Financial Designs first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. The position peaked at $111K in Q3 2025. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Creative Financial Designs held 588 shares of W.R. Berkley worth $41.5K as of Q2 2026.
Creative Financial Designs left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1072 holding.
Creative Financial Designs first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
Creative Financial Designs's W.R. Berkley position peaked at $111K in Q3 2025.
949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.