First Nebraska Trust’s W.R. Berkley WRB Stock Holding History

First Nebraska 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	$248K	Buy	3,514 +49	+1%	+$3.28K	0.02%	211
2026 Q1	$230K	Hold	3,465	–	–	0.02%	206
2025 Q4	$243K	Hold	3,465	–	–	0.02%	197
2025 Q3	$265K	Hold	3,465	–	–	0.02%	178
2025 Q2	$255K	Hold	3,465	–	–	0.02%	178
2025 Q1	$247K	Hold	3,465	–	–	0.02%	178
2024 Q4	$203K	Buy	+3,465	New	+$208K	0.02%	187
2024 Q2	–	Sell	-3,615	Closed	-$213K	–	197
2024 Q1	$213K	Buy	+3,615	New	+$196K	0.02%	186

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 Nebraska Trust's WRB Position: Q2 2026 in Review

First Nebraska Trust increased its W.R. Berkley (WRB) stake by 1.4% in Q2 2026, buying an estimated $3.28K and bringing the position to 3,514 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #211.

First Nebraska Trust first reported a position in WRB in Q1 2024 and has held it in 8 quarters since. The position peaked at $265K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

First Nebraska Trust held 3,514 shares of W.R. Berkley worth $248K as of Q2 2026.
First Nebraska Trust bought 49 W.R. Berkley shares in Q2 2026, an estimated $3.28K.
W.R. Berkley made up 0.02% of First Nebraska Trust's portfolio in Q2 2026, its #211 holding.
First Nebraska Trust first reported a position in W.R. Berkley in Q1 2024 and has held it in 8 quarters since.
First Nebraska Trust's W.R. Berkley position peaked at $265K in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on First Nebraska Trust's 13F filing for Q2 2026, filed 12 Aug 2026.