First PREMIER Bank’s W.R. Berkley WRB Stock Holding History

First PREMIER Bank’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	–	Sell	-43	Closed	-$3K	–	385
2026 Q1	$3K	Hold	43	–	–	﹤0.01%	366
2025 Q4	$3K	Hold	43	–	–	﹤0.01%	366
2025 Q3	$3K	Hold	43	–	–	﹤0.01%	388
2025 Q2	$3K	Hold	43	–	–	﹤0.01%	376
2025 Q1	$3K	Hold	43	–	–	﹤0.01%	379
2024 Q4	$3K	Hold	43	–	–	﹤0.01%	372
2024 Q3	$2K	Sell	43 -1	-2%	-$56	﹤0.01%	397
2024 Q2	$2K	Hold	44	–	–	﹤0.01%	386
2024 Q1	$3K	Hold	44	–	–	﹤0.01%	429
2023 Q4	$2K	Buy	+44	New	+$2.01K	﹤0.01%	363

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 PREMIER Bank's WRB Position: Q2 2026 in Review

First PREMIER Bank sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 43 shares — an estimated $3K sold.

First PREMIER Bank first reported a position in WRB in Q4 2023 and held it in 10 quarters. The position peaked at $3K in Q1 2026. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

First PREMIER Bank reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
First PREMIER Bank sold 43 W.R. Berkley shares in Q2 2026, an estimated $3K.
First PREMIER Bank first reported a position in W.R. Berkley in Q4 2023 and held it in 10 quarters.
First PREMIER Bank's W.R. Berkley position peaked at $3K in Q1 2026.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on First PREMIER Bank's 13F filing for Q2 2026, filed 15 Jul 2026.