Old Point Trust & Financial Services N A’s W.R. Berkley WRB Stock Holding History

Old Point Trust & Financial Services N A’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	$1.73M	Buy	24,474 +1,572	+7%	+$105K	0.52%	55
2026 Q1	$1.52M	Sell	22,902 -1,027	-4%	-$70.7K	0.49%	56
2025 Q4	$1.68M	Buy	23,929 +3,108	+15%	+$229K	0.52%	51
2025 Q3	$1.6M	Buy	20,821 +1,273	+7%	+$90.6K	0.52%	49
2025 Q2	$1.44M	Sell	19,548 -187	-0.9%	-$13.4K	0.5%	47
2025 Q1	$1.4M	Buy	19,735 +2,680	+16%	+$164K	0.49%	46
2024 Q4	$998K	Buy	17,055 +2,500	+17%	+$150K	0.35%	59
2024 Q3	$826K	Buy	14,555 +1,997	+16%	+$112K	0.3%	65
2024 Q2	$658K	Buy	12,558 +5,718	+84%	+$306K	0.26%	67
2024 Q1	$403K	Buy	6,840 +1,845	+37%	+$99.8K	0.15%	82
2023 Q4	$235K	Buy	+4,995	New	+$228K	0.1%	92

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Old Point Trust & Financial Services N A's WRB Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its W.R. Berkley (WRB) stake by 6.9% in Q2 2026, buying an estimated $105K and bringing the position to 24,474 shares worth $1.73M. The position accounts for 0.52% of the portfolio, ranked #55.

Old Point Trust & Financial Services N A first reported a position in WRB in Q4 2023 and has held it in 11 quarters since. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Old Point Trust & Financial Services N A held 24,474 shares of W.R. Berkley worth $1.73M as of Q2 2026.
Old Point Trust & Financial Services N A bought 1,572 W.R. Berkley shares in Q2 2026, an estimated $105K.
W.R. Berkley made up 0.52% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #55 holding.
Old Point Trust & Financial Services N A first reported a position in W.R. Berkley in Q4 2023 and has held it in 11 quarters since.
946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.