EB
WRB icon

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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
APIM
Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return