Plan A Wealth’s W.R. Berkley WRB Stock Holding History

Plan A Wealth’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
2025 Q4	–	Sell	-2,612	Closed	-$200K	–	191
2025 Q3	$200K	Sell	2,612 -397	-13%	-$28.3K	0.1%	156
2025 Q2	$221K	Sell	3,009 -26	-0.9%	-$1.86K	0.13%	131
2025 Q1	$216K	Buy	+3,035	New	+$186K	0.17%	101

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Plan A Wealth's WRB Position: Q4 2025 in Review

Plan A Wealth sold out of W.R. Berkley (WRB) in Q4 2025, closing a stake of 2,612 shares — an estimated $200K sold.

Plan A Wealth first reported a position in WRB in Q1 2025 and held it in 3 quarters. The position peaked at $221K in Q2 2025. 950 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Plan A Wealth reported no remaining W.R. Berkley position as of Q4 2025 after selling out during the quarter.
Plan A Wealth sold 2,612 W.R. Berkley shares in Q4 2025, an estimated $200K.
Plan A Wealth first reported a position in W.R. Berkley in Q1 2025 and held it in 3 quarters.
Plan A Wealth's W.R. Berkley position peaked at $221K in Q2 2025.
950 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Plan A Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.