Plan A Wealth LLC Berkley W R Corp Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Berkley W R Corp stock. As of the latest transaction made, Plan A Wealth LLC holds 2,612 shares of WRB stock, worth $195,821. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,612
Previous 3,009
13.19%
Holding current value
$195,821
Previous $221 Million
9.46%
% of portfolio
0.1%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding WRB
# of Institutions
1,009Shares Held
256MCall Options Held
151KPut Options Held
80.3K-
Vanguard Group Inc Valley Forge, PA36.7MShares$2.75 Billion0.04% of portfolio
-
Black Rock Inc. New York, NY15.8MShares$1.19 Billion0.03% of portfolio
-
State Street Corp Boston, MA14.8MShares$1.11 Billion0.04% of portfolio
-
Morgan Stanley New York, NY13.2MShares$992 Million0.07% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA11.1MShares$832 Million2.05% of portfolio
About BERKLEY W R CORP
- Ticker WRB
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Property & Casualty
- Shares Outstandng 265,802,000
- Market Cap $19.9B
- Description
- W. R. Berkley Corporation, an insurance holding company, operates as a commercial lines writer in the United States and internationally. It operates in two segments, Insurance and Reinsurance & Monoline Excess. The Insurance segment underwrites commercial insurance business, including premises operations, commercial automobile, property, pro...