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Spinnaker Trust’s W.R. Berkley WRB Stock Holding History

Spinnaker Trust’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 		$260K Buy
+3,684
New +$247K 0.01% 285

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Spinnaker Trust's WRB Position: Q2 2026 in Review

Spinnaker Trust opened a new position in W.R. Berkley (WRB) in Q2 2026: 3,684 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings.

948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Spinnaker Trust held 3,684 shares of W.R. Berkley worth $260K as of Q2 2026.
  • W.R. Berkley was a new Spinnaker Trust position in Q2 2026.
  • W.R. Berkley made up 0.01% of Spinnaker Trust's portfolio in Q2 2026, its #285 holding.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Spinnaker Trust's 13F filing for Q2 2026, filed 3 Aug 2026.