1SB
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1ST Source Bank’s W.R. Berkley WRB Stock Holding History

1ST Source Bank’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 		$263K Hold
3,722
– – 0.01% 264
2026
Q1 		$247K Buy
3,722
+647
+21% +$44.6K 0.01% 265
2025
Q4 		$216K Hold
3,075
– – 0.01% 269
2025
Q3 		$236K Hold
3,075
– – 0.01% 252
2025
Q2 		$226K Buy
3,075
+52
+2% +$3.73K 0.01% 253
2025
Q1 		$215K Buy
+3,023
New +$185K 0.01% 254

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

1ST Source Bank's WRB Position: Q2 2026 in Review

1ST Source Bank held its W.R. Berkley (WRB) position steady in Q2 2026 at 3,722 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #264.

1ST Source Bank first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • 1ST Source Bank held 3,722 shares of W.R. Berkley worth $263K as of Q2 2026.
  • 1ST Source Bank left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.01% of 1ST Source Bank's portfolio in Q2 2026, its #264 holding.
  • 1ST Source Bank first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.