AB
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Amalgamated Bank’s W.R. Berkley WRB Stock Holding History

Amalgamated 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 		$3.38M Sell
47,996
-10,334
-18% -$692K 0.02% 598
2026
Q1 		$3.87M Buy
58,330
+2,898
+5% +$200K 0.03% 517
2025
Q4 		$3.89M Sell
55,432
-2,791
-5% -$206K 0.03% 518
2025
Q3 		$4.46M Sell
58,223
-1,502
-3% -$107K 0.03% 468
2025
Q2 		$4.39M Buy
59,725
+463
+0.8% +$33.2K 0.03% 445
2025
Q1 		$4.22M Buy
59,262
+17
+0% +$1.04K 0.04% 434
2024
Q4 		$3.47M Buy
59,245
+469
+0.8% +$28.1K 0.03% 561
2024
Q3 		$3.33M Sell
58,776
-17,672
-23% -$992K 0.03% 582
2024
Q2 		$4M Sell
76,448
-3,058
-4% -$164K 0.03% 534
2024
Q1 		$4.69M Sell
79,506
-185
-0.2% -$10K 0.04% 482
2023
Q4 		$3.76M Buy
79,691
+791
+1% +$36.1K 0.03% 629
2023
Q3 		$3.34M Buy
78,900
+139
+0.2% +$5.76K 0.03% 639
2023
Q2 		$3.13M Sell
78,761
-3,483
-4% -$137K 0.03% 674
2023
Q1 		$3.41M Buy
82,244
+522
+0.6% +$23.4K 0.03% 634
2022
Q4 		$3.95M Buy
81,722
+560
+0.7% +$27K 0.04% 607
2022
Q3 		$3.49M Sell
81,162
-16,235
-17% -$705K 0.03% 564
2022
Q2 		$4.43M Sell
97,397
-5,278
-5% -$240K 0.04% 477
2022
Q1 		$4.56M Sell
102,675
-5,510
-5% -$220K 0.04% 531
2021
Q4 		$3.96M Sell
108,185
-4,875
-4% -$173K 0.03% 640
2021
Q3 		$3.68M Sell
113,060
-3,063
-3% -$101K 0.03% 661
2021
Q2 		$3.84M Buy
116,123
+75,873
+189% +$2.63M 0.03% 681
2021
Q1 		$1.35M Sell
40,250
-2,574
-6% -$79.4K 0.05% 394
2020
Q4 		$1.26M Buy
42,824
+22
+0.1% +$634 0.05% 409
2020
Q3 		$1.16M Sell
42,802
-279
-0.6% -$7.65K 0.05% 381
2020
Q2 		$1.1M Sell
43,081
-31,617
-42% -$775K 0.05% 386
2020
Q1 		$1.73M Sell
74,698
-1,782
-2% -$53.1K 0.04% 409
2019
Q4 		$2.35M Buy
76,480
+9,792
+15% +$302K 0.04% 418
2019
Q3 		$2.14M Sell
66,688
-1,150
-2% -$35.9K 0.05% 402
2019
Q2 		$1.99M Buy
67,838
+3,470
+5% +$95K 0.05% 401
2019
Q1 		$1.62M Buy
64,368
+1,333
+2% +$31.4K 0.04% 495
2018
Q4 		$1.38M Sell
63,035
-945
-1% -$21.2K 0.04% 488
2018
Q3 		$1.51M Sell
63,980
-186
-0.3% -$4.22K 0.04% 480
2018
Q2 		$1.38M Sell
64,166
-189
-0.3% -$4.2K 0.03% 579
2018
Q1 		$1.39M Sell
64,355
-648
-1% -$13.5K 0.04% 536
2017
Q4 		$1.38M Buy
65,003
+3,713
+6% +$75.9K 0.04% 553
2017
Q3 		$1.21M Sell
61,290
-1,917
-3% -$38.4K 0.04% 544
2017
Q2 		$1.29M Buy
63,207
+11,880
+23% +$240K 0.04% 488
2017
Q1 		$1.07M Buy
51,327
+1,512
+3% +$31.1K 0.05% 394
2016
Q4 		$982K Buy
49,815
+5,802
+13% +$104K 0.04% 486
2016
Q3 		$753K Sell
44,013
-44
-0.1% -$761 0.04% 509
2016
Q2 		$761K Buy
44,057
+4,357
+11% +$72.5K 0.04% 506
2016
Q1 		$661K Buy
39,700
+3,409
+9% +$52.4K 0.06% 379
2015
Q4 		$589K Sell
36,291
-2,383
-6% -$38.9K 0.07% 367
2015
Q3 		$623K Buy
38,674
+341
+0.9% +$5.59K 0.07% 388
2015
Q2 		$590K Buy
+38,333
New +$571K 0.06% 444

Other funds holding WRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.99B AUM 60.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Amalgamated Bank's WRB Position: Q2 2026 in Review

Amalgamated Bank reduced its W.R. Berkley (WRB) stake by 18% in Q2 2026, selling an estimated $692K and leaving 47,996 shares worth $3.38M. The position accounts for 0.02% of the portfolio, ranked #598.

Amalgamated Bank first reported a position in WRB in Q2 2015 and has held it in 45 quarters since. The position peaked at $4.69M in Q1 2024. 515 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Amalgamated Bank held 47,996 shares of W.R. Berkley worth $3.38M as of Q2 2026.
  • Amalgamated Bank sold 10,334 W.R. Berkley shares in Q2 2026, an estimated $692K.
  • W.R. Berkley made up 0.02% of Amalgamated Bank's portfolio in Q2 2026, its #598 holding.
  • Amalgamated Bank first reported a position in W.R. Berkley in Q2 2015 and has held it in 45 quarters since.
  • Amalgamated Bank's W.R. Berkley position peaked at $4.69M in Q1 2024.
  • 515 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.