FUBT
WRB icon

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

First United 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 		$3.03K Hold
43
– – ﹤0.01% 396
2026
Q1 		$2.85K Hold
43
– – ﹤0.01% 374
2025
Q4 		$3.02K Sell
43
-67
-61% -$4.94K ﹤0.01% 366
2025
Q3 		$8.43K Buy
110
+67
+156% +$4.77K ﹤0.01% 344
2025
Q2 		$3.16K Hold
43
– – ﹤0.01% 354
2025
Q1 		$3.06K Buy
+43
New +$2.63K ﹤0.01% 367

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

First United Bank & Trust held its W.R. Berkley (WRB) position steady in Q2 2026 at 43 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

First United Bank & Trust first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.43K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • First United Bank & Trust held 43 shares of W.R. Berkley worth $3.03K as of Q2 2026.
  • First United Bank & Trust left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of First United Bank & Trust's portfolio in Q2 2026, its #396 holding.
  • First United Bank & Trust first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • First United Bank & Trust's W.R. Berkley position peaked at $8.43K in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.