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 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 $3.9B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

First Nebraska Trust's WRB Position: Q1 2026 in Review

First Nebraska Trust held its W.R. Berkley (WRB) position steady in Q1 2026 at 3,465 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #206.

First Nebraska Trust first reported a position in WRB in Q1 2024 and has held it in 7 quarters since. The position peaked at $265K in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

First Nebraska Trust held 3,465 shares of W.R. Berkley worth $230K as of Q1 2026.
First Nebraska Trust left its W.R. Berkley share count unchanged in Q1 2026.
W.R. Berkley made up 0.02% of First Nebraska Trust's portfolio in Q1 2026, its #206 holding.
First Nebraska Trust first reported a position in W.R. Berkley in Q1 2024 and has held it in 7 quarters since.
First Nebraska Trust's W.R. Berkley position peaked at $265K in Q3 2025.
920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.