First Citizens Bank & Trust’s W.R. Berkley WRB Stock Holding History

First Citizens 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
2026 Q2	$229K	Sell	3,247 -485	-13%	-$32.5K	﹤0.01%	616
2026 Q1	$247K	Sell	3,732 -190	-5%	-$13.1K	0.01%	592
2025 Q4	$275K	Buy	+3,922	New	+$289K	0.01%	571
2017 Q2	–	Sell	-15,258	Closed	-$319K	–	489
2017 Q1	$319K	Hold	15,258	–	–	0.04%	341
2016 Q4	$301K	Hold	15,258	–	–	0.03%	337
2016 Q3	$261K	Hold	15,258	–	–	0.02%	424
2016 Q2	$271K	Sell	15,258 -1,695	-10%	-$28.2K	0.02%	424
2016 Q1	$282K	Hold	16,953	–	–	0.02%	384
2015 Q4	$275K	Hold	16,953	–	–	0.02%	321
2015 Q3	$273K	Buy	+16,953	New	+$278K	0.02%	332
2013 Q4	–	Sell	-43,693	Closed	-$555K	–	809
2013 Q3	$555K	Sell	43,693 -34,735	-44%	-$436K	0.02%	664
2013 Q2	$950K	Buy	+78,428	New	+$987K	0.04%	411

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

First Citizens Bank & Trust's WRB Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its W.R. Berkley (WRB) stake by 13% in Q2 2026, selling an estimated $32.5K and leaving 3,247 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

First Citizens Bank & Trust first reported a position in WRB in Q2 2013 and has held it in 12 quarters since. The position peaked at $950K in Q2 2013. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

First Citizens Bank & Trust held 3,247 shares of W.R. Berkley worth $229K as of Q2 2026.
First Citizens Bank & Trust sold 485 W.R. Berkley shares in Q2 2026, an estimated $32.5K.
W.R. Berkley made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #616 holding.
First Citizens Bank & Trust first reported a position in W.R. Berkley in Q2 2013 and has held it in 12 quarters since.
First Citizens Bank & Trust's W.R. Berkley position peaked at $950K in Q2 2013.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.