Swedbank’s W.R. Berkley WRB Stock Holding History

Swedbank’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 Q3	$836K	Hold	12,376	–	–	﹤0.01%	666
2026 Q2	$873K	Hold	12,376	–	–	﹤0.01%	677
2026 Q1	$820K	Hold	12,376	–	–	﹤0.01%	664
2025 Q4	$868K	Hold	12,376	–	–	﹤0.01%	665
2025 Q3	$948K	Hold	12,376	–	–	﹤0.01%	644
2025 Q2	$909K	Hold	12,376	–	–	﹤0.01%	641
2025 Q1	$881K	Sell	12,376 -2,390	-16%	-$146K	﹤0.01%	661
2024 Q4	$864K	Hold	14,766	–	–	﹤0.01%	662
2024 Q3	$838K	Hold	14,766	–	–	﹤0.01%	650
2024 Q2	$774K	Hold	14,766	–	–	﹤0.01%	658
2024 Q1	$871K	Hold	14,766	–	–	﹤0.01%	652
2023 Q4	$696K	Hold	14,766	–	–	﹤0.01%	655
2023 Q3	$625K	Hold	14,766	–	–	﹤0.01%	648
2023 Q2	$586K	Hold	14,766	–	–	﹤0.01%	656
2023 Q1	$613K	Hold	14,766	–	–	﹤0.01%	661
2022 Q4	$714K	Hold	14,766	–	–	﹤0.01%	648
2022 Q3	$636K	Hold	14,766	–	–	﹤0.01%	672
2022 Q2	$672K	Hold	14,766	–	–	﹤0.01%	675
2022 Q1	$656K	Sell	14,766 -1	-0%	-$40	﹤0.01%	705
2021 Q4	$535K	Hold	14,767	–	–	﹤0.01%	723
2021 Q3	$480K	Hold	14,767	–	–	﹤0.01%	726
2021 Q2	$488K	Hold	14,767	–	–	﹤0.01%	716
2021 Q1	$495K	Buy	+14,767	New	+$455K	﹤0.01%	709

Other funds holding WRB

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Swedbank's WRB Position: Q3 2026 in Review

Swedbank held its W.R. Berkley (WRB) position steady in Q3 2026 at 12,376 shares worth $836K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Swedbank first reported a position in WRB in Q1 2021 and has held it in 23 quarters since. The position peaked at $948K in Q3 2025. 488 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

Swedbank held 12,376 shares of W.R. Berkley worth $836K as of Q3 2026.
Swedbank left its W.R. Berkley share count unchanged in Q3 2026.
W.R. Berkley made up ﹤0.01% of Swedbank's portfolio in Q3 2026, its #666 holding.
Swedbank first reported a position in W.R. Berkley in Q1 2021 and has held it in 23 quarters since.
Swedbank's W.R. Berkley position peaked at $948K in Q3 2025.
488 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Swedbank's 13F filing for Q3 2026, filed 27 Oct 2026.