Plante Moran Financial Advisors’s W.R. Berkley WRB Stock Holding History

Plante Moran Financial Advisors’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	$141	Buy	+2	New	+$134	﹤0.01%	1511
2016 Q4	–	Sell	-2,251	Closed	-$39K	–	1046
2016 Q3	$39K	Buy	+2,251	New	+$38.9K	0.03%	372
2015 Q1	–	Sell	-516	Closed	-$8K	–	798
2014 Q4	$8K	Hold	516	–	–	0.01%	591
2014 Q3	$7K	Hold	516	–	–	0.01%	629
2014 Q2	$7K	Hold	516	–	–	0.01%	622
2014 Q1	$6K	Hold	516	–	–	0.01%	451
2013 Q4	$7K	Hold	516	–	–	﹤0.01%	506
2013 Q3	$7K	Hold	516	–	–	﹤0.01%	448
2013 Q2	$6K	Buy	+516	New	+$6.5K	﹤0.01%	432

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 $3.38T AUM 44.17% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's WRB Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in W.R. Berkley (WRB) in Q2 2026: 2 shares worth $141. The stake represents ﹤0.01% of the portfolio and ranks #1511 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in WRB as recently as Q3 2016.

Plante Moran Financial Advisors first reported a position in WRB in Q2 2013 and has held it in 9 quarters since. The position peaked at $39K in Q3 2016. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Plante Moran Financial Advisors held 2 shares of W.R. Berkley worth $141 as of Q2 2026.
W.R. Berkley was a new Plante Moran Financial Advisors position in Q2 2026.
W.R. Berkley made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1511 holding.
Plante Moran Financial Advisors first reported a position in W.R. Berkley in Q2 2013 and has held it in 9 quarters since.
Plante Moran Financial Advisors's W.R. Berkley position peaked at $39K in Q3 2016.
953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.