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NBT Bank’s W.R. Berkley WRB Stock Holding History

NBT 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 		$1.34K Hold
19
– – ﹤0.01% 932
2026
Q1 		$1.26K Buy
+19
New +$1.31K ﹤0.01% 901

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

NBT Bank's WRB Position: Q2 2026 in Review

NBT Bank held its W.R. Berkley (WRB) position steady in Q2 2026 at 19 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

NBT Bank first reported a position in WRB in Q1 2026 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • NBT Bank held 19 shares of W.R. Berkley worth $1.34K as of Q2 2026.
  • NBT Bank left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #932 holding.
  • NBT Bank first reported a position in W.R. Berkley in Q1 2026 and has held it in 2 quarters since.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.