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 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%	518
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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

Swedbank's WRB Position: Q2 2026 in Review

Swedbank held its W.R. Berkley (WRB) position steady in Q2 2026 at 12,376 shares worth $873K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Swedbank first reported a position in WRB in Q1 2021 and has held it in 22 quarters since. The position peaked at $948K in Q3 2025. 374 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Swedbank held 12,376 shares of W.R. Berkley worth $873K as of Q2 2026.
Swedbank left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up ﹤0.01% of Swedbank's portfolio in Q2 2026, its #677 holding.
Swedbank first reported a position in W.R. Berkley in Q1 2021 and has held it in 22 quarters since.
Swedbank's W.R. Berkley position peaked at $948K in Q3 2025.
374 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Swedbank's 13F filing for Q2 2026, filed 15 Jul 2026.