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ESL Trust Services’s W.R. Berkley WRB Stock Holding History

ESL Trust Services’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
2025
Q2 		– Sell
-114
Closed -$8.11K – 309
2025
Q1 		$8.11K Hold
114
– – ﹤0.01% 218
2024
Q4 		$6.67K Hold
114
– – ﹤0.01% 238
2024
Q3 		$6.47K Hold
114
– – ﹤0.01% 139
2024
Q2 		$5.97K Buy
+114
New +$6.11K ﹤0.01% 155

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ESL Trust Services's WRB Position: Q2 2025 in Review

ESL Trust Services sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 114 shares — an estimated $8.11K sold.

ESL Trust Services first reported a position in WRB in Q2 2024 and held it in 4 quarters. The position peaked at $8.11K in Q1 2025. 923 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

  • ESL Trust Services reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
  • ESL Trust Services sold 114 W.R. Berkley shares in Q2 2025, an estimated $8.11K.
  • ESL Trust Services first reported a position in W.R. Berkley in Q2 2024 and held it in 4 quarters.
  • ESL Trust Services's W.R. Berkley position peaked at $8.11K in Q1 2025.
  • 923 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on ESL Trust Services's 13F filing for Q2 2025, filed 13 Aug 2025.