S-Bank Fund Management’s W.R. Berkley WRB Stock Holding History

S-Bank Fund Management’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	–	Sell	-4,229	Closed	-$280K	–	299
2026 Q1	$280K	Sell	4,229 -157	-4%	-$10.8K	0.04%	146
2025 Q4	$308K	Sell	4,386 -91	-2%	-$6.71K	0.04%	142
2025 Q3	$343K	Sell	4,477 -59	-1%	-$4.2K	0.05%	161
2025 Q2	$333K	Buy	+4,536	New	+$325K	0.05%	162

Other funds holding WRB

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

S-Bank Fund Management's WRB Position: Q2 2026 in Review

S-Bank Fund Management sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 4,229 shares — an estimated $280K sold.

S-Bank Fund Management first reported a position in WRB in Q2 2025 and held it in 4 quarters. The position peaked at $343K in Q3 2025. 457 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

S-Bank Fund Management reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
S-Bank Fund Management sold 4,229 W.R. Berkley shares in Q2 2026, an estimated $280K.
S-Bank Fund Management first reported a position in W.R. Berkley in Q2 2025 and held it in 4 quarters.
S-Bank Fund Management's W.R. Berkley position peaked at $343K in Q3 2025.
457 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.