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

Larry Mathis 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
Q2 		$201M Buy
+2,854
New +$191K 0.16% 142

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Larry Mathis Financial Planning's WRB Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in W.R. Berkley (WRB) in Q2 2026: 2,854 shares worth $201M. The stake represents 0.16% of the portfolio and ranks #142 among its holdings.

144 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Larry Mathis Financial Planning held 2,854 shares of W.R. Berkley worth $201M as of Q2 2026.
  • W.R. Berkley was a new Larry Mathis Financial Planning position in Q2 2026.
  • W.R. Berkley made up 0.16% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #142 holding.
  • 144 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.