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BFC Planning, Inc.’s W.R. Berkley WRB Stock Holding History

BFC Planning, Inc.’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
Q3 		$61.9K Buy
916
+871
+1,936% +$61.4K ﹤0.01% 1451
2026
Q2 		$3.17K Sell
45
-256
-85% -$17.2K ﹤0.01% 2853
2026
Q1 		$19.9K Sell
301
-41
-12% -$2.82K ﹤0.01% 1713
2025
Q4 		$24K Buy
342
+30
+10% +$2.21K ﹤0.01% 1671
2025
Q3 		$23.9K Sell
312
-51
-14% -$3.63K ﹤0.01% 1494
2025
Q2 		$26.6K Buy
363
+60
+20% +$4.3K ﹤0.01% 1380
2025
Q1 		$21.5K Sell
303
-5
-2% -$306 ﹤0.01% 1424
2024
Q4 		$18K Buy
308
+2
+0.7% +$120 ﹤0.01% 1505
2024
Q3 		$17.4K Buy
+306
New +$17.2K ﹤0.01% 1515

Other funds holding WRB

Mitsui Sumitomo Insurance
Mitsui Sumitomo Insurance Tokyo, Japan $3.97B AUM 11.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BFC Planning, Inc.'s WRB Position: Q3 2026 in Review

BFC Planning, Inc. increased its W.R. Berkley (WRB) stake by 1,936% in Q3 2026, buying an estimated $61.4K and bringing the position to 916 shares worth $61.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

BFC Planning, Inc. first reported a position in WRB in Q3 2024 and has held it in 9 quarters since. 806 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • BFC Planning, Inc. held 916 shares of W.R. Berkley worth $61.9K as of Q3 2026.
  • BFC Planning, Inc. bought 871 W.R. Berkley shares in Q3 2026, an estimated $61.4K.
  • W.R. Berkley made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1451 holding.
  • BFC Planning, Inc. first reported a position in W.R. Berkley in Q3 2024 and has held it in 9 quarters since.
  • 806 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.