Truist Financial
WRB icon

Truist Financial’s W.R. Berkley WRB Stock Holding History

Truist Financial’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 		$33.1M Sell
468,920
-103,314
-18% -$6.92M 0.04% 331
2026
Q1 		$37.9M Sell
572,234
-112,727
-16% -$7.76M 0.05% 290
2025
Q4 		$48M Sell
684,961
-602,263
-47% -$44.4M 0.06% 246
2025
Q3 		$98.6M Sell
1,287,224
-34,087
-3% -$2.43M 0.13% 152
2025
Q2 		$97.1M Sell
1,321,311
-203,858
-13% -$14.6M 0.14% 143
2025
Q1 		$109M Buy
1,525,169
+55,838
+4% +$3.42M 0.17% 131
2024
Q4 		$86M Buy
1,469,331
+193,640
+15% +$11.6M 0.13% 144
2024
Q3 		$72.4M Buy
1,275,691
+57,925
+5% +$3.25M 0.11% 175
2024
Q2 		$63.8M Buy
1,217,766
+40,107
+3% +$2.15M 0.1% 195
2024
Q1 		$69.4M Buy
1,177,659
+82,501
+8% +$4.46M 0.11% 183
2023
Q4 		$51.6M Buy
1,095,158
+28,517
+3% +$1.3M 0.08% 225
2023
Q3 		$45.1M Buy
1,066,641
+62,668
+6% +$2.6M 0.08% 236
2023
Q2 		$39.9M Buy
1,003,973
+100,898
+11% +$3.97M 0.07% 260
2023
Q1 		$37.5M Buy
903,075
+126,783
+16% +$5.67M 0.06% 270
2022
Q4 		$37.6M Buy
776,292
+546,529
+238% +$26.4M 0.07% 261
2022
Q3 		$9.89M Buy
229,763
+24,074
+12% +$1.05M 0.02% 555
2022
Q2 		$9.36M Buy
205,689
+1,554
+0.8% +$70.7K 0.02% 589
2022
Q1 		$9.06M Buy
204,135
+22,990
+13% +$917K 0.01% 675
2021
Q4 		$6.63M Buy
181,145
+37,048
+26% +$1.31M 0.01% 783
2021
Q3 		$4.69M Buy
144,097
+9,864
+7% +$325K 0.01% 909
2021
Q2 		$4.44M Buy
134,233
+12,409
+10% +$430K 0.01% 926
2021
Q1 		$4.08M Buy
121,824
+21,580
+22% +$666K 0.01% 933
2020
Q4 		$2.96M Buy
100,244
+11,630
+13% +$335K 0.01% 1020
2020
Q3 		$2.41M Buy
88,614
+22,495
+34% +$617K 0.01% 997
2020
Q2 		$1.68M Buy
66,119
+8,629
+15% +$212K ﹤0.01% 1104
2020
Q1 		$1.33M Buy
57,490
+8,699
+18% +$259K ﹤0.01% 1143
2019
Q4 		$1.5M Buy
+48,791
New +$1.51M ﹤0.01% 1264

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

Truist Financial's WRB Position: Q2 2026 in Review

Truist Financial reduced its W.R. Berkley (WRB) stake by 18% in Q2 2026, selling an estimated $6.92M and leaving 468,920 shares worth $33.1M. The position accounts for 0.04% of the portfolio, ranked #331.

Truist Financial first reported a position in WRB in Q4 2019 and has held it in 27 quarters since. The position peaked at $109M in Q1 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Truist Financial held 468,920 shares of W.R. Berkley worth $33.1M as of Q2 2026.
  • Truist Financial sold 103,314 W.R. Berkley shares in Q2 2026, an estimated $6.92M.
  • W.R. Berkley made up 0.04% of Truist Financial's portfolio in Q2 2026, its #331 holding.
  • Truist Financial first reported a position in W.R. Berkley in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's W.R. Berkley position peaked at $109M in Q1 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.