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Pinnacle Wealth Planning Services’s W.R. Berkley WRB Stock Holding History

Pinnacle Wealth Planning Services’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 		$54K Sell
765
-1
-0.1% -$67 0.01% 1229
2026
Q1 		$50.8K Hold
766
– – 0.01% 1195
2025
Q4 		$53.7K Buy
+766
New +$56.4K 0.01% 1150
2021
Q1 		– Sell
-635
Closed -$19K – 1960
2020
Q4 		$19K Buy
+635
New +$18.3K ﹤0.01% 1179

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's WRB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its W.R. Berkley (WRB) stake by 0.13% in Q2 2026, selling an estimated $67 and leaving 765 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #1229.

Pinnacle Wealth Planning Services first reported a position in WRB in Q4 2020 and has held it in 4 quarters since. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 765 shares of W.R. Berkley worth $54K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1 W.R. Berkley share in Q2 2026, an estimated $67.
  • W.R. Berkley made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1229 holding.
  • Pinnacle Wealth Planning Services first reported a position in W.R. Berkley in Q4 2020 and has held it in 4 quarters since.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.