Cornerstone Planning Group LLC
- SEC CIK
- 0001822587
- Latest filing
- Jul 29, 2026
WRB holding history
Berkley W R Corp in every 13F filed by Cornerstone Planning Group 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)
- 45
- Value
- $3.26K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | $3.26K | <0.1% | −25−35.7% | Reduced | Holders |
| Q1 2026 | 70 | $4.59K | <0.1% | +12+20.7% | Added | Holders |
| Q4 2025 | 58 | $3.92K | <0.1% | +8+16.0% | Added | Holders |
| Q3 2025 | 50 | $3.58K | <0.1% | +2+4.2% | Added | Holders |
| Q2 2025 | 48 | $3.36K | <0.1% | +28+140.0% | Added | Holders |
| Q1 2025 | 20 | $1.43K | <0.1% | +10+100.0% | Added | Holders |
| Q4 2024 | 10 | $592 | <0.1% | +4+66.7% | Added | Holders |
| Q3 2024 | 6 | $346 | <0.1% | +6 | New | Holders |