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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 		$201K Buy
+2,854
New +$191K 0.15% 146

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $201K. The stake represents 0.15% of the portfolio and ranks #146 among its holdings.

953 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 $201K as of Q2 2026.
  • W.R. Berkley was a new Larry Mathis Financial Planning position in Q2 2026.
  • W.R. Berkley made up 0.15% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #146 holding.
  • 953 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.