FineMark National Bank & Trust’s W.R. Berkley WRB Stock Holding History

FineMark National Bank & 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
2025 Q4	$217K	Hold	3,098	–	–	0.01%	419
2025 Q3	$237K	Sell	3,098 -734	-19%	-$52.3K	0.01%	404
2025 Q2	$282K	Buy	3,832 +246	+7%	+$17.6K	0.01%	386
2025 Q1	$255K	Sell	3,586 -2	-0.1%	-$123	0.01%	377
2024 Q4	$210K	Buy	+3,588	New	+$215K	0.01%	406
2024 Q2	–	Sell	-4,202	Closed	-$248K	–	446
2024 Q1	$248K	Buy	+4,202	New	+$227K	0.01%	375
2016 Q3	–	Sell	-169	Closed	-$3K	–	1430
2016 Q2	$3K	Sell	169 -84	-33%	-$1.4K	﹤0.01%	1164
2016 Q1	$4K	Hold	253	–	–	﹤0.01%	1074
2015 Q4	$4K	Sell	253 -17	-6%	-$278	﹤0.01%	1087
2015 Q3	$4K	Buy	+270	New	+$4.42K	﹤0.01%	1141

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Norges Bank Oslo, Norway $1T AUM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FineMark National Bank & Trust's WRB Position: Q4 2025 in Review

FineMark National Bank & Trust held its W.R. Berkley (WRB) position steady in Q4 2025 at 3,098 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #419.

FineMark National Bank & Trust first reported a position in WRB in Q3 2015 and has held it in 10 quarters since. The position peaked at $282K in Q2 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

FineMark National Bank & Trust held 3,098 shares of W.R. Berkley worth $217K as of Q4 2025.
FineMark National Bank & Trust left its W.R. Berkley share count unchanged in Q4 2025.
W.R. Berkley made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #419 holding.
FineMark National Bank & Trust first reported a position in W.R. Berkley in Q3 2015 and has held it in 10 quarters since.
FineMark National Bank & Trust's W.R. Berkley position peaked at $282K in Q2 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.