GT
WRB icon

Greenleaf Trust’s W.R. Berkley WRB Stock Holding History

Greenleaf 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 		$420K Sell
5,958
-167
-3% -$11.2K ﹤0.01% 569
2026
Q1 		$406K Sell
6,125
-176
-3% -$12.1K ﹤0.01% 545
2025
Q4 		$442K Buy
6,301
+414
+7% +$30.5K ﹤0.01% 536
2025
Q3 		$451K Buy
5,887
+81
+1% +$5.77K ﹤0.01% 520
2025
Q2 		$427K Sell
5,806
-1,399
-19% -$100K ﹤0.01% 529
2025
Q1 		$513K Sell
7,205
-436
-6% -$26.7K ﹤0.01% 488
2024
Q4 		$447K Buy
7,641
+63
+0.8% +$3.77K ﹤0.01% 531
2024
Q3 		$430K Buy
7,578
+10
+0.1% +$561 ﹤0.01% 552
2024
Q2 		$396K Buy
7,568
+197
+3% +$10.6K ﹤0.01% 533
2024
Q1 		$435K Sell
7,371
-284
-4% -$15.4K ﹤0.01% 509
2023
Q4 		$361K Buy
7,655
+627
+9% +$28.6K ﹤0.01% 549
2023
Q3 		$297K Buy
+7,028
New +$291K ﹤0.01% 580
2023
Q1 		– Sell
-4,220
Closed -$204K – 792
2022
Q4 		$204K Buy
+4,220
New +$204K ﹤0.01% 701

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

Greenleaf Trust's WRB Position: Q2 2026 in Review

Greenleaf Trust reduced its W.R. Berkley (WRB) stake by 2.7% in Q2 2026, selling an estimated $11.2K and leaving 5,958 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Greenleaf Trust first reported a position in WRB in Q4 2022 and has held it in 13 quarters since. The position peaked at $513K in Q1 2025. 374 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Greenleaf Trust held 5,958 shares of W.R. Berkley worth $420K as of Q2 2026.
  • Greenleaf Trust sold 167 W.R. Berkley shares in Q2 2026, an estimated $11.2K.
  • W.R. Berkley made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #569 holding.
  • Greenleaf Trust first reported a position in W.R. Berkley in Q4 2022 and has held it in 13 quarters since.
  • Greenleaf Trust's W.R. Berkley position peaked at $513K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.