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SouthState Corp’s W.R. Berkley WRB Stock Holding History

SouthState Corp’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 		$5.01K Sell
71
-17
-19% -$1.14K ﹤0.01% 801
2026
Q1 		$5.83K Sell
88
-62
-41% -$4.27K ﹤0.01% 740
2025
Q4 		$10.5K Buy
150
+24
+19% +$1.77K ﹤0.01% 676
2025
Q3 		$9.65K Sell
126
-29
-19% -$2.06K ﹤0.01% 667
2025
Q2 		$11.4K Buy
155
+33
+27% +$2.37K ﹤0.01% 753
2025
Q1 		$8.68K Sell
122
-25
-17% -$1.53K ﹤0.01% 862
2024
Q4 		$8.6K Buy
+147
New +$8.8K ﹤0.01% 511

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SouthState Corp's WRB Position: Q2 2026 in Review

SouthState Corp reduced its W.R. Berkley (WRB) stake by 19% in Q2 2026, selling an estimated $1.14K and leaving 71 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

SouthState Corp first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4K in Q2 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • SouthState Corp held 71 shares of W.R. Berkley worth $5.01K as of Q2 2026.
  • SouthState Corp sold 17 W.R. Berkley shares in Q2 2026, an estimated $1.14K.
  • W.R. Berkley made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #801 holding.
  • SouthState Corp first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • SouthState Corp's W.R. Berkley position peaked at $11.4K in Q2 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.