Creative Planning’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.6M | Buy |
150,386
+34,386
| +30% | +$2.3M | 0.01% | 856 |
|
|
2026
Q1 | $7.69M | Buy |
116,000
+7,004
| +6% | +$482K | 0.01% | 870 |
|
|
2025
Q4 | $7.64M | Sell |
108,996
-207
| -0.2% | -$15.3K | 0.01% | 735 |
|
|
2025
Q3 | $8.37M | Buy |
109,203
+21,260
| +24% | +$1.51M | 0.01% | 637 |
|
|
2025
Q2 | $6.46M | Buy |
87,943
+7,598
| +9% | +$545K | 0.01% | 673 |
|
|
2025
Q1 | $5.72M | Buy |
80,345
+4,070
| +5% | +$249K | 0.01% | 662 |
|
|
2024
Q4 | $4.46M | Buy |
76,275
+2,302
| +3% | +$138K | ﹤0.01% | 704 |
|
|
2024
Q3 | $4.2M | Buy |
73,973
+4,322
| +6% | +$243K | ﹤0.01% | 705 |
|
|
2024
Q2 | $3.65M | Buy |
69,651
+2,206
| +3% | +$118K | ﹤0.01% | 737 |
|
|
2024
Q1 | $3.98M | Buy |
67,445
+8,820
| +15% | +$477K | ﹤0.01% | 690 |
|
|
2023
Q4 | $2.76M | Buy |
58,625
+2,475
| +4% | +$113K | 0.01% | 782 |
|
|
2023
Q3 | $2.38M | Sell |
56,150
-249
| -0.4% | -$10.3K | ﹤0.01% | 792 |
|
|
2023
Q2 | $2.24M | Buy |
56,399
+4,082
| +8% | +$160K | ﹤0.01% | 765 |
|
|
2023
Q1 | $2.17M | Buy |
52,317
+6,070
| +13% | +$272K | ﹤0.01% | 750 |
|
|
2022
Q4 | $2.24M | Buy |
46,247
+4,443
| +11% | +$214K | ﹤0.01% | 712 |
|
|
2022
Q3 | $1.8M | Buy |
41,804
+10,043
| +32% | +$436K | ﹤0.01% | 734 |
|
|
2022
Q2 | $1.45M | Buy |
31,761
+1,921
| +6% | +$87.3K | ﹤0.01% | 821 |
|
|
2022
Q1 | $1.32M | Buy |
29,840
+225
| +0.8% | +$8.97K | ﹤0.01% | 861 |
|
|
2021
Q4 | $1.08M | Sell |
29,615
-141
| -0.5% | -$5K | ﹤0.01% | 922 |
|
|
2021
Q3 | $968K | Sell |
29,756
-1,546
| -5% | -$51K | ﹤0.01% | 968 |
|
|
2021
Q2 | $1.03M | Buy |
31,302
+376
| +1% | +$13K | ﹤0.01% | 924 |
|
|
2021
Q1 | $1.04M | Sell |
30,926
-3,245
| -9% | -$100K | ﹤0.01% | 1010 |
|
|
2020
Q4 | $1.01M | Buy |
34,171
+2,057
| +6% | +$59.3K | ﹤0.01% | 944 |
|
|
2020
Q3 | $873K | Buy |
32,114
+3,237
| +11% | +$88.7K | ﹤0.01% | 861 |
|
|
2020
Q2 | $735K | Buy |
28,877
+952
| +3% | +$23.3K | ﹤0.01% | 868 |
|
|
2020
Q1 | $647K | Sell |
27,925
-299
| -1% | -$8.91K | ﹤0.01% | 822 |
|
|
2019
Q4 | $867K | Sell |
28,224
-691
| -2% | -$21.3K | ﹤0.01% | 855 |
|
|
2019
Q3 | $928K | Sell |
28,915
-1,487
| -5% | -$46.5K | ﹤0.01% | 789 |
|
|
2019
Q2 | $891K | Sell |
30,402
-253
| -0.8% | -$6.92K | ﹤0.01% | 803 |
|
|
2019
Q1 | $769K | Sell |
30,655
-1,681
| -5% | -$39.6K | ﹤0.01% | 837 |
|
|
2018
Q4 | $708K | Buy |
32,336
+5,029
| +18% | +$113K | ﹤0.01% | 806 |
|
|
2018
Q3 | $647K | Buy |
27,307
+1,107
| +4% | +$25.1K | ﹤0.01% | 951 |
|
|
2018
Q2 | $562K | Buy |
26,200
+162
| +0.6% | +$3.6K | ﹤0.01% | 1010 |
|
|
2018
Q1 | $561K | Buy |
26,038
+1,907
| +8% | +$39.8K | ﹤0.01% | 1022 |
|
|
2017
Q4 | $512K | Buy |
24,131
+84
| +0.3% | +$1.72K | ﹤0.01% | 1060 |
|
|
2017
Q3 | $476K | Sell |
24,047
-1,438
| -6% | -$28.8K | ﹤0.01% | 1078 |
|
|
2017
Q2 | $522K | Buy |
25,485
+574
| +2% | +$11.6K | ﹤0.01% | 989 |
|
|
2017
Q1 | $521K | Sell |
24,911
-2,018
| -7% | -$41.5K | ﹤0.01% | 968 |
|
|
2016
Q4 | $531K | Buy |
26,929
+2,646
| +11% | +$47.5K | ﹤0.01% | 892 |
|
|
2016
Q3 | $416K | Buy |
24,283
+955
| +4% | +$16.5K | ﹤0.01% | 991 |
|
|
2016
Q2 | $414K | Sell |
23,328
-1,002
| -4% | -$16.7K | ﹤0.01% | 871 |
|
|
2016
Q1 | $405K | Hold |
24,330
| – | – | ﹤0.01% | 841 |
|
|
2015
Q4 | $395K | Buy |
24,330
+6,753
| +38% | +$110K | ﹤0.01% | 868 |
|
|
2015
Q3 | $283K | Buy |
+17,577
| New | +$288K | ﹤0.01% | 1003 |
|
|
2015
Q2 | – | Sell |
-20,145
| Closed | -$301K | – | 3033 |
|
|
2015
Q1 | $301K | Buy |
20,145
+6,233
| +45% | +$92.7K | ﹤0.01% | 988 |
|
|
2014
Q4 | $211K | Buy |
13,912
+3,638
| +35% | +$54.7K | ﹤0.01% | 1112 |
|
|
2014
Q3 | $145K | Buy |
10,274
+507
| +5% | +$7.04K | ﹤0.01% | 1248 |
|
|
2014
Q2 | $134K | Hold |
9,767
| – | – | ﹤0.01% | 1251 |
|
|
2014
Q1 | $120K | Buy |
9,767
+1,586
| +19% | +$19.2K | ﹤0.01% | 1287 |
|
|
2013
Q4 | $105K | Buy |
8,181
+1,262
| +18% | +$16.2K | ﹤0.01% | 1170 |
|
|
2013
Q3 | $88K | Buy |
6,919
+125
| +2% | +$1.57K | ﹤0.01% | 1192 |
|
|
2013
Q2 | $82K | Buy |
+6,794
| New | +$85.5K | ﹤0.01% | 1098 |
|
Other funds holding WRB
MSI
Creative Planning's WRB Position: Q2 2026 in Review
Creative Planning increased its W.R. Berkley (WRB) stake by 30% in Q2 2026, buying an estimated $2.3M and bringing the position to 150,386 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #856.
Creative Planning first reported a position in WRB in Q2 2013 and has held it in 52 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- Creative Planning held 150,386 shares of W.R. Berkley worth $10.6M as of Q2 2026.
- Creative Planning bought 34,386 W.R. Berkley shares in Q2 2026, an estimated $2.3M.
- W.R. Berkley made up 0.01% of Creative Planning's portfolio in Q2 2026, its #856 holding.
- Creative Planning first reported a position in W.R. Berkley in Q2 2013 and has held it in 52 quarters since.
- 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.