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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$353K Hold
5,228
– – 0.01% 347
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

Perpetual Ltd's WRB Position: Q3 2026 in Review

Perpetual Ltd held its W.R. Berkley (WRB) position steady in Q3 2026 at 5,228 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #347.

Perpetual Ltd first reported a position in WRB in Q2 2024 and has held it in 5 quarters since. The position peaked at $369K in Q2 2026. 419 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Perpetual Ltd held 5,228 shares of W.R. Berkley worth $353K as of Q3 2026.
  • Perpetual Ltd left its W.R. Berkley share count unchanged in Q3 2026.
  • W.R. Berkley made up 0.01% of Perpetual Ltd's portfolio in Q3 2026, its #347 holding.
  • Perpetual Ltd first reported a position in W.R. Berkley in Q2 2024 and has held it in 5 quarters since.
  • Perpetual Ltd's W.R. Berkley position peaked at $369K in Q2 2026.
  • 419 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.