Ignite Planners’s W.R. Berkley WRB Stock Holding History

Ignite Planners’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	$228K	Buy	3,224 +119	+4%	+$7.97K	0.03%	389
2026 Q1	$206K	Buy	+3,105	New	+$214K	0.03%	380

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Ignite Planners's WRB Position: Q2 2026 in Review

Ignite Planners increased its W.R. Berkley (WRB) stake by 3.8% in Q2 2026, buying an estimated $7.97K and bringing the position to 3,224 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #389.

Ignite Planners first reported a position in WRB in Q1 2026 and has held it in 2 quarters since. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Ignite Planners held 3,224 shares of W.R. Berkley worth $228K as of Q2 2026.
Ignite Planners bought 119 W.R. Berkley shares in Q2 2026, an estimated $7.97K.
W.R. Berkley made up 0.03% of Ignite Planners's portfolio in Q2 2026, its #389 holding.
Ignite Planners first reported a position in W.R. Berkley in Q1 2026 and has held it in 2 quarters since.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.