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American Trust’s W.R. Berkley WRB Stock Holding History

American Trust’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 		$1.81M Sell
25,709
-3,257
-11% -$218K 0.14% 80
2026
Q1 		$1.92M Buy
28,966
+2,585
+10% +$178K 0.17% 72
2025
Q4 		$1.85M Buy
26,381
+1,256
+5% +$92.6K 0.16% 83
2025
Q3 		$1.93M Sell
25,125
-12
-0% -$854 0.16% 88
2025
Q2 		$1.85M Buy
+25,137
New +$1.8M 0.17% 82
2024
Q2 		– Sell
-3,435
Closed -$203K – 303
2024
Q1 		$203K Buy
+3,435
New +$186K 0.02% 268
2023
Q3 		– Sell
-5,853
Closed -$232K – 427
2023
Q2 		$232K Sell
5,853
-641
-10% -$25.2K 0.02% 362
2023
Q1 		$270K Sell
6,494
-2,116
-25% -$94.7K 0.02% 338
2022
Q4 		$417K Sell
8,610
-2,481
-22% -$120K 0.04% 248
2022
Q3 		$478K Sell
11,091
-270
-2% -$11.7K 0.04% 200
2022
Q2 		$517K Sell
11,361
-1,034
-8% -$47K 0.04% 210
2022
Q1 		$550K Sell
12,395
-471
-4% -$18.8K 0.04% 219
2021
Q4 		$471K Buy
+12,866
New +$456K 0.04% 171

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Trust's WRB Position: Q2 2026 in Review

American Trust reduced its W.R. Berkley (WRB) stake by 11% in Q2 2026, selling an estimated $218K and leaving 25,709 shares worth $1.81M. The position accounts for 0.14% of the portfolio, ranked #80.

American Trust first reported a position in WRB in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.93M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • American Trust held 25,709 shares of W.R. Berkley worth $1.81M as of Q2 2026.
  • American Trust sold 3,257 W.R. Berkley shares in Q2 2026, an estimated $218K.
  • W.R. Berkley made up 0.14% of American Trust's portfolio in Q2 2026, its #80 holding.
  • American Trust first reported a position in W.R. Berkley in Q4 2021 and has held it in 13 quarters since.
  • American Trust's W.R. Berkley position peaked at $1.93M in Q3 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.