Planning Strategies Inc.’s W.R. Berkley WRB Stock Holding History

Planning Strategies Inc.’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	$705	Buy	+10	New	+$670	﹤0.01%	803

Other funds holding WRB

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Planning Strategies Inc.'s WRB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in W.R. Berkley (WRB) in Q2 2026: 10 shares worth $705. The stake represents ﹤0.01% of the portfolio and ranks #803 among its holdings.

316 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Planning Strategies Inc. held 10 shares of W.R. Berkley worth $705 as of Q2 2026.
W.R. Berkley was a new Planning Strategies Inc. position in Q2 2026.
W.R. Berkley made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #803 holding.
316 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.