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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

WRB holding history

Berkley W R Corp in every 13F filed by Personal Cfo Solutions, LLC, 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)
23,856
Value
$1.70M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of WRB by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,856$1.70M0.2%+54+0.2%AddedHolders
Q1 202623,802$1.58M0.2%+364+1.6%AddedHolders
Q4 202523,438$1.64M0.3%−629−2.6%ReducedHolders
Q3 202524,067$1.84M0.3%−26−0.1%ReducedHolders
Q2 202524,093$1.77M0.3%+121+0.5%AddedHolders
Q1 202523,972$1.71M0.3%+27+0.1%AddedHolders
Q4 202423,945$1.40M0.3%+14+0.1%AddedHolders
Q3 202423,931$1.36M0.2%+8,055+50.7%AddedHolders
Q2 202415,876$1.25M0.2%−78−0.5%ReducedHolders
Q1 202415,954$1.41M0.2%+20.0%AddedHolders
Q4 202315,952$1.13M0.2%−820−4.9%ReducedHolders
Q3 202316,772$1.06M0.2%−10.0%ReducedHolders
Q2 202316,773$999.0K0.2%−2,788−14.3%ReducedHolders
Q1 202319,561$1.22M0.3%−1,258−6.0%ReducedHolders
Q4 202220,819$1.51M0.3%+896+4.5%AddedHolders
Q3 202219,923$1.29M0.3%+3,835+23.8%AddedHolders
Q2 202216,088$1.10M0.3%+20.0%AddedHolders
Q1 202216,086$1.07M0.2%+5,508+52.1%AddedHolders
Q4 202110,578$872.0K0.2%+30.0%AddedHolders
Q3 202110,575$774.0K0.2%+898+9.3%AddedHolders
Q2 20219,677$720.0K0.1%+2,454+34.0%AddedHolders
Q1 20217,223$544.0K0.1%––Holders

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