Chevy Chase Trust
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Chevy Chase Trust’s W.R. Berkley WRB Stock Holding History

Chevy Chase 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 		$10M Sell
142,113
-4,873
-3% -$327K 0.03% 403
2026
Q1 		$9.74M Sell
146,986
-5,716
-4% -$394K 0.03% 402
2025
Q4 		$10.7M Sell
152,702
-220
-0.1% -$16.2K 0.03% 394
2025
Q3 		$11.7M Sell
152,922
-5,516
-3% -$393K 0.03% 377
2025
Q2 		$11.6M Buy
158,438
+970
+0.6% +$69.5K 0.03% 375
2025
Q1 		$11.2M Sell
157,468
-506
-0.3% -$31K 0.04% 377
2024
Q4 		$9.24M Sell
157,974
-3,219
-2% -$193K 0.03% 416
2024
Q3 		$9.14M Sell
161,193
-4,236
-3% -$238K 0.03% 424
2024
Q2 		$8.67M Sell
165,429
-3,483
-2% -$187K 0.03% 424
2024
Q1 		$9.96M Sell
168,912
-2,295
-1% -$124K 0.03% 401
2023
Q4 		$8.07M Sell
171,207
-837
-0.5% -$38.2K 0.03% 433
2023
Q3 		$7.28M Sell
172,044
-1,734
-1% -$71.8K 0.03% 428
2023
Q2 		$6.9M Sell
173,778
-4,293
-2% -$169K 0.03% 449
2023
Q1 		$7.39M Buy
178,071
+1,203
+0.7% +$53.8K 0.03% 437
2022
Q4 		$8.56M Sell
176,868
-10,727
-6% -$517K 0.04% 400
2022
Q3 		$8.08M Sell
187,595
-2,695
-1% -$117K 0.03% 409
2022
Q2 		$8.66M Buy
190,290
+859
+0.5% +$39.1K 0.04% 398
2022
Q1 		$8.41M Buy
189,431
+622
+0.3% +$24.8K 0.03% 451
2021
Q4 		$6.91M Sell
188,809
-5,452
-3% -$193K 0.02% 489
2021
Q3 		$6.32M Sell
194,261
-6,648
-3% -$219K 0.02% 486
2021
Q2 		$6.65M Sell
200,909
-10,674
-5% -$370K 0.02% 483
2021
Q1 		$7.08M Sell
211,583
-16,455
-7% -$508K 0.03% 478
2020
Q4 		$6.73M Sell
228,038
-126
-0.1% -$3.63K 0.02% 466
2020
Q3 		$6.2M Sell
228,164
-20,898
-8% -$573K 0.02% 450
2020
Q2 		$6.34M Sell
249,062
-21,795
-8% -$535K 0.03% 449
2020
Q1 		$6.28M Sell
270,857
-1,956
-0.7% -$58.3K 0.03% 425
2019
Q4 		$8.38M Buy
+272,813
New +$8.42M 0.03% 455

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

Chevy Chase Trust's WRB Position: Q2 2026 in Review

Chevy Chase Trust reduced its W.R. Berkley (WRB) stake by 3.3% in Q2 2026, selling an estimated $327K and leaving 142,113 shares worth $10M. The position accounts for 0.03% of the portfolio, ranked #403.

Chevy Chase Trust first reported a position in WRB in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.7M in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Chevy Chase Trust held 142,113 shares of W.R. Berkley worth $10M as of Q2 2026.
  • Chevy Chase Trust sold 4,873 W.R. Berkley shares in Q2 2026, an estimated $327K.
  • W.R. Berkley made up 0.03% of Chevy Chase Trust's portfolio in Q2 2026, its #403 holding.
  • Chevy Chase Trust first reported a position in W.R. Berkley in Q4 2019 and has held it in 27 quarters since.
  • Chevy Chase Trust's W.R. Berkley position peaked at $11.7M in Q3 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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