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WR Wealth Planners’s W.R. Berkley WRB Stock Holding History

WR Wealth Planners’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
2024
Q4 		$527 Hold
9
– – ﹤0.01% 980
2024
Q3 		$511 Hold
9
– – ﹤0.01% 1030
2024
Q2 		$471 Buy
+9
New +$482 ﹤0.01% 1022
2023
Q4 		– Sell
-60
Closed -$2.54K – 864
2023
Q3 		$2.54K Hold
60
– – ﹤0.01% 748
2023
Q2 		$2.38K Buy
+60
New +$2.36K ﹤0.01% 753

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's WRB Position: Q4 2024 in Review

WR Wealth Planners held its W.R. Berkley (WRB) position steady in Q4 2024 at 9 shares worth $527. The position accounts for ﹤0.01% of the portfolio, ranked #980.

WR Wealth Planners first reported a position in WRB in Q2 2023 and has held it in 5 quarters since. The position peaked at $2.54K in Q3 2023. 874 funds tracked by Wall St. Rank hold WRB as of Q4 2024.

  • WR Wealth Planners held 9 shares of W.R. Berkley worth $527 as of Q4 2024.
  • WR Wealth Planners left its W.R. Berkley share count unchanged in Q4 2024.
  • W.R. Berkley made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #980 holding.
  • WR Wealth Planners first reported a position in W.R. Berkley in Q2 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's W.R. Berkley position peaked at $2.54K in Q3 2023.
  • 874 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.