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

Clearstead 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 		$25.5K Buy
361
+121
+50% +$8.11K ﹤0.01% 418
2026
Q1 		$15.9K Hold
240
– – ﹤0.01% 470
2025
Q4 		$16.8K Sell
240
-124
-34% -$9.14K ﹤0.01% 476
2025
Q3 		$27.9K Buy
364
+51
+16% +$3.63K ﹤0.01% 387
2025
Q2 		$23K Buy
313
+73
+30% +$5.23K ﹤0.01% 409
2025
Q1 		$17.1K Buy
+240
New +$14.7K ﹤0.01% 378

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

Clearstead Trust's WRB Position: Q2 2026 in Review

Clearstead Trust increased its W.R. Berkley (WRB) stake by 50% in Q2 2026, buying an estimated $8.11K and bringing the position to 361 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Clearstead Trust first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $27.9K in Q3 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Clearstead Trust held 361 shares of W.R. Berkley worth $25.5K as of Q2 2026.
  • Clearstead Trust bought 121 W.R. Berkley shares in Q2 2026, an estimated $8.11K.
  • W.R. Berkley made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #418 holding.
  • Clearstead Trust first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's W.R. Berkley position peaked at $27.9K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.