HBT
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Heartland Bank & Trust’s W.R. Berkley WRB Stock Holding History

Heartland 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
Q1 		$298K Buy
4,491
+120
+3% +$8.27K 0.07% 163
2025
Q4 		$306K Sell
4,371
-64
-1% -$4.72K 0.13% 129
2025
Q3 		$340K Buy
4,435
+39
+0.9% +$2.78K 0.14% 130
2025
Q2 		$323K Sell
4,396
-163
-4% -$11.7K 0.15% 134
2025
Q1 		$324K Buy
+4,559
New +$279K 0.17% 128

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Heartland Bank & Trust's WRB Position: Q1 2026 in Review

Heartland Bank & Trust increased its W.R. Berkley (WRB) stake by 2.7% in Q1 2026, buying an estimated $8.27K and bringing the position to 4,491 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #163.

Heartland Bank & Trust first reported a position in WRB in Q1 2025 and has held it in 5 quarters since. The position peaked at $340K in Q3 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Heartland Bank & Trust held 4,491 shares of W.R. Berkley worth $298K as of Q1 2026.
  • Heartland Bank & Trust bought 120 W.R. Berkley shares in Q1 2026, an estimated $8.27K.
  • W.R. Berkley made up 0.07% of Heartland Bank & Trust's portfolio in Q1 2026, its #163 holding.
  • Heartland Bank & Trust first reported a position in W.R. Berkley in Q1 2025 and has held it in 5 quarters since.
  • Heartland Bank & Trust's W.R. Berkley position peaked at $340K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.