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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WRB holding history

Berkley W R Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WRB overviewAll 13F holders of WRBFull Q2 2026 holdings

Shares (Q2 2026)
150,386
Value
$10.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WRB by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026150,386$10.6M<0.1%+34,386+29.6%AddedHolders
Q1 2026116,000$7.69M<0.1%+7,004+6.4%AddedHolders
Q4 2025108,996$7.64M<0.1%−207−0.2%ReducedHolders
Q3 2025109,203$8.37M<0.1%+21,260+24.2%AddedHolders
Q2 202587,943$6.46M<0.1%+7,598+9.5%AddedHolders
Q1 202580,345$5.72M<0.1%+4,070+5.3%AddedHolders
Q4 202476,275$4.46M<0.1%+2,302+3.1%AddedHolders
Q3 202473,973$4.20M<0.1%+27,539+59.3%AddedHolders
Q2 202446,434$3.65M<0.1%+1,471+3.3%AddedHolders
Q1 202444,963$3.98M<0.1%+5,880+15.0%AddedHolders
Q4 202339,083$2.76M<0.1%+1,650+4.4%AddedHolders
Q3 202337,433$2.38M<0.1%−166−0.4%ReducedHolders
Q2 202337,599$2.24M<0.1%+2,721+7.8%AddedHolders
Q1 202334,878$2.17M<0.1%+4,047+13.1%AddedHolders
Q4 202230,831$2.24M<0.1%+2,962+10.6%AddedHolders
Q3 202227,869$1.80M<0.1%+6,695+31.6%AddedHolders
Q2 202221,174$1.45M<0.1%+1,281+6.4%AddedHolders
Q1 202219,893$1.32M<0.1%+6,731+51.1%AddedHolders
Q4 202113,162$1.08M<0.1%−63−0.5%ReducedHolders
Q3 202113,225$968.0K<0.1%−687−4.9%ReducedHolders
Q2 202113,912$1.03M<0.1%+167+1.2%AddedHolders
Q1 202113,745$1.04M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.