Deseret Mutual Benefit Administrators’s W.R. Berkley WRB Stock Holding History

Deseret Mutual Benefit Administrators’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	$40.8K	Hold	579	–	–	0.01%	458
2026 Q1	$38.4K	Buy	579 +271	+88%	+$18.7K	0.01%	457
2025 Q4	$21.6K	Hold	308	–	–	0.01%	461
2025 Q3	$23.6K	Sell	308 -71	-19%	-$5.05K	0.01%	432
2025 Q2	$27.8K	Hold	379	–	–	0.01%	396
2025 Q1	$27K	Hold	379	–	–	0.01%	395
2024 Q4	$22.2K	Sell	379 -23	-6%	-$1.38K	0.01%	422
2024 Q3	$22.8K	Hold	402	–	–	0.01%	414
2024 Q2	$21.1K	Hold	402	–	–	0.01%	419
2024 Q1	$23.7K	Hold	402	–	–	0.01%	415
2023 Q4	$19K	Sell	402 -122	-23%	-$5.56K	0.01%	432
2023 Q3	$22.2K	Hold	524	–	–	0.01%	426
2023 Q2	$20.8K	Hold	524	–	–	0.01%	438
2023 Q1	$21.7K	Hold	524	–	–	0.01%	426
2022 Q4	$25.3K	Sell	524 -463	-47%	-$22.3K	0.01%	409
2022 Q3	$42K	Sell	987 -329	-25%	-$14.3K	0.01%	420
2022 Q2	$60K	Hold	1,316	–	–	0.01%	397
2022 Q1	$58K	Sell	1,316 -241	-15%	-$9.61K	0.01%	438
2021 Q4	$57K	Sell	1,557 -430	-22%	-$15.2K	0.01%	456
2021 Q3	$65K	Hold	1,987	–	–	0.01%	431
2021 Q2	$66K	Buy	+1,987	New	+$68.8K	0.02%	444

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Deseret Mutual Benefit Administrators's WRB Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators held its W.R. Berkley (WRB) position steady in Q2 2026 at 579 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #458.

Deseret Mutual Benefit Administrators first reported a position in WRB in Q2 2021 and has held it in 21 quarters since. The position peaked at $66K in Q2 2021. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Deseret Mutual Benefit Administrators held 579 shares of W.R. Berkley worth $40.8K as of Q2 2026.
Deseret Mutual Benefit Administrators left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.01% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #458 holding.
Deseret Mutual Benefit Administrators first reported a position in W.R. Berkley in Q2 2021 and has held it in 21 quarters since.
Deseret Mutual Benefit Administrators's W.R. Berkley position peaked at $66K in Q2 2021.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.