PB
WRB icon

Pinnacle Bancorp’s W.R. Berkley WRB Stock Holding History

Pinnacle Bancorp’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
Q1 		$54.9K Hold
829
– – 0.02% 439
2025
Q4 		$58.1K Hold
829
– – 0.02% 413
2025
Q3 		$63.5K Hold
829
– – 0.02% 400
2025
Q2 		$60.9K Hold
829
– – 0.02% 395
2025
Q1 		$59K Hold
829
– – 0.02% 392
2024
Q4 		$48.5K Hold
829
– – 0.02% 433
2024
Q3 		$47K Sell
829
-1
-0.1% -$56 0.01% 435
2024
Q2 		$43.5K Hold
830
– – 0.01% 428
2024
Q1 		$48.9K Hold
830
– – 0.01% 410
2023
Q4 		$39.1K Hold
830
– – 0.01% 424
2023
Q3 		$35.1K Hold
830
– – 0.01% 426
2023
Q2 		$32.9K Hold
830
– – 0.01% 435
2023
Q1 		$34.4K Hold
830
– – 0.01% 414
2022
Q4 		$40K Sell
830
-418
-33% -$20.2K 0.02% 368
2022
Q3 		$54K Hold
1,248
– – 0.02% 318
2022
Q2 		$57K Hold
1,248
– – 0.02% 317
2022
Q1 		$55K Sell
1,248
-1
-0.1% -$40 0.02% 336
2021
Q4 		$46K Hold
1,249
– – 0.02% 367
2021
Q3 		$41K Hold
1,249
– – 0.02% 372
2021
Q2 		$41K Hold
1,249
– – 0.02% 389
2021
Q1 		$42K Hold
1,249
– – 0.02% 375
2020
Q4 		$37K Buy
1,249
+88
+8% +$2.54K 0.02% 373
2020
Q3 		$32K Buy
1,161
+115
+11% +$3.15K 0.02% 375
2020
Q2 		$27K Hold
1,046
– – 0.02% 380
2020
Q1 		$24K Hold
1,046
– – 0.02% 371
2019
Q4 		$32K Buy
1,046
+56
+6% +$1.73K 0.02% 365
2019
Q3 		$32K Hold
990
– – 0.02% 372
2019
Q2 		$29K Sell
990
-43
-4% -$1.18K 0.02% 386
2019
Q1 		$26K Hold
1,033
– – 0.02% 396
2018
Q4 		$23K Buy
+1,033
New +$23.2K 0.01% 404

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pinnacle Bancorp's WRB Position: Q1 2026 in Review

Pinnacle Bancorp held its W.R. Berkley (WRB) position steady in Q1 2026 at 829 shares worth $54.9K. The position accounts for 0.02% of the portfolio, ranked #439.

Pinnacle Bancorp first reported a position in WRB in Q4 2018 and has held it in 30 quarters since. The position peaked at $63.5K in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Pinnacle Bancorp held 829 shares of W.R. Berkley worth $54.9K as of Q1 2026.
  • Pinnacle Bancorp left its W.R. Berkley share count unchanged in Q1 2026.
  • W.R. Berkley made up 0.02% of Pinnacle Bancorp's portfolio in Q1 2026, its #439 holding.
  • Pinnacle Bancorp first reported a position in W.R. Berkley in Q4 2018 and has held it in 30 quarters since.
  • Pinnacle Bancorp's W.R. Berkley position peaked at $63.5K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.