TAM
WRB icon

Trust Asset Management’s W.R. Berkley WRB Stock Holding History

Trust Asset Management’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 		$236K Hold
3,346
– – 0.01% 216
2026
Q1 		$222K Hold
3,346
– – 0.02% 217
2025
Q4 		$235K Sell
3,346
-132
-4% -$9.73K 0.02% 207
2025
Q3 		$266K Hold
3,478
– – 0.02% 201
2025
Q2 		$256K Hold
3,478
– – 0.02% 203
2025
Q1 		$247K Sell
3,478
-51
-1% -$3.13K 0.02% 192
2024
Q4 		$207K Hold
3,529
– – 0.02% 221
2024
Q3 		$200K Buy
+3,529
New +$198K 0.02% 229
2024
Q2 		– Sell
-3,531
Closed -$208K – 224
2024
Q1 		$208K Buy
+3,531
New +$191K 0.02% 215

Other funds holding WRB

CIM
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ERIC
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CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
APIM
Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return