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

Fiduciary 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
Q1 		– Sell
-2,924
Closed -$205K – 912
2025
Q4 		$205K Sell
2,924
-38
-1% -$2.8K ﹤0.01% 836
2025
Q3 		$227K Sell
2,962
-31
-1% -$2.21K ﹤0.01% 791
2025
Q2 		$220K Buy
+2,993
New +$215K ﹤0.01% 778
2017
Q3 		– Sell
-9,302
Closed -$191K – 514
2017
Q2 		$191K Sell
9,302
-678
-7% -$13.7K 0.01% 443
2017
Q1 		$209K Sell
9,980
-1,012
-9% -$20.8K 0.01% 418
2016
Q4 		$217K Sell
10,992
-2,734
-20% -$49.1K 0.01% 425
2016
Q3 		$235K Sell
13,726
-274
-2% -$4.74K 0.01% 413
2016
Q2 		$249K Sell
14,000
-1,805
-11% -$30K 0.01% 395
2016
Q1 		$263K Sell
15,805
-2,825
-15% -$43.4K 0.01% 388
2015
Q4 		$303K Sell
18,630
-1,816
-9% -$29.6K 0.01% 330
2015
Q3 		$329K Sell
20,446
-19,156
-48% -$314K 0.01% 314
2015
Q2 		$609K Sell
39,602
-2,859
-7% -$42.6K 0.03% 250
2015
Q1 		$636K Buy
42,461
+2,801
+7% +$41.6K 0.03% 243
2014
Q4 		$602K Buy
+39,660
New +$596K 0.03% 246
2014
Q2 		– Sell
-21,759
Closed -$269K – 342
2014
Q1 		$269K Sell
21,759
-11,657
-35% -$141K 0.01% 284
2013
Q4 		$430K Sell
33,416
-10,614
-24% -$136K 0.02% 238
2013
Q3 		$559K Sell
44,030
-19,214
-30% -$241K 0.03% 213
2013
Q2 		$765K Buy
+63,244
New +$796K 0.04% 188

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fiduciary Trust's WRB Position: Q1 2026 in Review

Fiduciary Trust sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 2,924 shares — an estimated $205K sold.

Fiduciary Trust first reported a position in WRB in Q2 2013 and held it in 18 quarters. The position peaked at $765K in Q2 2013. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Fiduciary Trust reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Trust sold 2,924 W.R. Berkley shares in Q1 2026, an estimated $205K.
  • Fiduciary Trust first reported a position in W.R. Berkley in Q2 2013 and held it in 18 quarters.
  • Fiduciary Trust's W.R. Berkley position peaked at $765K in Q2 2013.
  • 926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.