Eastern Bank’s W.R. Berkley WRB Stock Holding History

Eastern Bank’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	$95.4K	Hold	1,352	–	–	﹤0.01%	514
2026 Q1	$89.6K	Sell	1,352 -314	-19%	-$21.6K	﹤0.01%	482
2025 Q4	$117K	Hold	1,666	–	–	﹤0.01%	440
2025 Q3	$128K	Buy	1,666 +102	+7%	+$7.26K	﹤0.01%	421
2025 Q2	$115K	Sell	1,564 -62	-4%	-$4.44K	﹤0.01%	431
2025 Q1	$116K	Hold	1,626	–	–	﹤0.01%	430
2024 Q4	$95.2K	Hold	1,626	–	–	﹤0.01%	481
2024 Q3	$92.2K	Buy	+1,626	New	+$91.3K	﹤0.01%	472

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

Eastern Bank's WRB Position: Q2 2026 in Review

Eastern Bank held its W.R. Berkley (WRB) position steady in Q2 2026 at 1,352 shares worth $95.4K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Eastern Bank first reported a position in WRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $128K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Eastern Bank held 1,352 shares of W.R. Berkley worth $95.4K as of Q2 2026.
Eastern Bank left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #514 holding.
Eastern Bank first reported a position in W.R. Berkley in Q3 2024 and has held it in 8 quarters since.
Eastern Bank's W.R. Berkley position peaked at $128K in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.