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Perpetual Ltd’s W.R. Berkley WRB Stock Holding History

Perpetual Ltd’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 		$369K Buy
5,228
+133
+3% +$8.91K 0.01% 377
2026
Q1 		$338K Hold
5,095
– – 0.01% 375
2025
Q4 		$357K Buy
+5,095
New +$375K 0.01% 351
2024
Q3 		– Sell
-6,627
Closed -$347K – 468
2024
Q2 		$347K Buy
+6,627
New +$355K ﹤0.01% 364

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Perpetual Ltd's WRB Position: Q2 2026 in Review

Perpetual Ltd increased its W.R. Berkley (WRB) stake by 2.6% in Q2 2026, buying an estimated $8.91K and bringing the position to 5,228 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #377.

Perpetual Ltd first reported a position in WRB in Q2 2024 and has held it in 4 quarters since. 309 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Perpetual Ltd held 5,228 shares of W.R. Berkley worth $369K as of Q2 2026.
  • Perpetual Ltd bought 133 W.R. Berkley shares in Q2 2026, an estimated $8.91K.
  • W.R. Berkley made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #377 holding.
  • Perpetual Ltd first reported a position in W.R. Berkley in Q2 2024 and has held it in 4 quarters since.
  • 309 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.