HBT
WRB icon

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
Q2 		$313K Sell
4,432
-59
-1% -$3.95K 0.06% 173
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 $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

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

Heartland Bank & Trust reduced its W.R. Berkley (WRB) stake by 1.3% in Q2 2026, selling an estimated $3.95K and leaving 4,432 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #173.

Heartland Bank & Trust first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $340K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Heartland Bank & Trust held 4,432 shares of W.R. Berkley worth $313K as of Q2 2026.
  • Heartland Bank & Trust sold 59 W.R. Berkley shares in Q2 2026, an estimated $3.95K.
  • W.R. Berkley made up 0.06% of Heartland Bank & Trust's portfolio in Q2 2026, its #173 holding.
  • Heartland Bank & Trust first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • Heartland Bank & Trust's W.R. Berkley position peaked at $340K in Q3 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.