Elser Financial Planning’s W.R. Berkley WRB Stock Holding History

Elser Financial Planning’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 Q1	–	Sell	-4,792	Closed	-$560K	–	141
2025 Q4	$560K	Buy	+4,792	New	+$353K	0.4%	36

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Elser Financial Planning's WRB Position: Q1 2026 in Review

Elser Financial Planning sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 4,792 shares — an estimated $560K sold.

Elser Financial Planning first reported a position in WRB in Q4 2025 and held it in 1 quarter. The position peaked at $560K in Q4 2025. 925 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Elser Financial Planning reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
Elser Financial Planning sold 4,792 W.R. Berkley shares in Q1 2026, an estimated $560K.
Elser Financial Planning first reported a position in W.R. Berkley in Q4 2025 and held it in 1 quarter.
Elser Financial Planning's W.R. Berkley position peaked at $560K in Q4 2025.
925 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Elser Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.