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Bank of Nova Scotia Trust’s W.R. Berkley WRB Stock Holding History

Bank of Nova Scotia 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
Q1 		$294K Hold
4,437
– – 0.03% 135
2025
Q4 		$311K Hold
4,437
– – 0.03% 128
2025
Q3 		$340K Buy
+4,437
New +$316K 0.03% 112
2017
Q4 		– Sell
-388
Closed -$8K – 402
2017
Q3 		$8K Buy
+388
New +$7.77K ﹤0.01% 357

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of Nova Scotia Trust's WRB Position: Q1 2026 in Review

Bank of Nova Scotia Trust held its W.R. Berkley (WRB) position steady in Q1 2026 at 4,437 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #135.

Bank of Nova Scotia Trust first reported a position in WRB in Q3 2017 and has held it in 4 quarters since. The position peaked at $340K in Q3 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Bank of Nova Scotia Trust held 4,437 shares of W.R. Berkley worth $294K as of Q1 2026.
  • Bank of Nova Scotia Trust left its W.R. Berkley share count unchanged in Q1 2026.
  • W.R. Berkley made up 0.03% of Bank of Nova Scotia Trust's portfolio in Q1 2026, its #135 holding.
  • Bank of Nova Scotia Trust first reported a position in W.R. Berkley in Q3 2017 and has held it in 4 quarters since.
  • Bank of Nova Scotia Trust's W.R. Berkley position peaked at $340K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Bank of Nova Scotia Trust's 13F filing for Q1 2026, filed 13 May 2026.