Trust Company of Vermont’s W.R. Berkley WRB Stock Holding History

Trust Company of Vermont’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
2025 Q4	$1.19M	Sell	16,960 -166	-1%	-$12.2K	0.05%	186
2025 Q3	$1.31M	Sell	17,126 -300	-2%	-$21.4K	0.06%	177
2025 Q2	$1.28M	Sell	17,426 -1,245	-7%	-$89.2K	0.06%	173
2025 Q1	$1.33M	Buy	18,671 +1,012	+6%	+$62K	0.07%	168
2024 Q4	$1.03M	Hold	17,659	–	–	0.05%	183
2024 Q3	$1M	Sell	17,659 -611	-3%	-$34.3K	0.05%	179
2024 Q2	$957K	Sell	18,270 -1,013	-5%	-$54.3K	0.05%	179
2024 Q1	$1.14M	Sell	19,283 -1,353	-7%	-$73.2K	0.06%	171
2023 Q4	$973K	Sell	20,636 -427	-2%	-$19.5K	0.06%	169
2023 Q3	$892K	Sell	21,063 -699	-3%	-$29K	0.06%	180
2023 Q2	$864K	Hold	21,762	–	–	0.06%	188
2023 Q1	$903K	Sell	21,762 -2,075	-9%	-$92.8K	0.06%	184
2022 Q4	$1.15M	Sell	23,837 -154	-0.6%	-$7.43K	0.08%	170
2022 Q3	$1.03M	Sell	23,991 -183	-0.8%	-$7.95K	0.08%	166
2022 Q2	$1.1M	Sell	24,174 -59	-0.2%	-$2.68K	0.08%	163
2022 Q1	$1.08M	Sell	24,233 -3,489	-13%	-$139K	0.07%	166
2021 Q4	$1.01M	Sell	27,722 -1,911	-6%	-$67.8K	0.06%	169
2021 Q3	$963K	Sell	29,633 -1,210	-4%	-$39.9K	0.07%	167
2021 Q2	$1.02M	Sell	30,843 -569	-2%	-$19.7K	0.07%	167
2021 Q1	$1.05M	Sell	31,412 -1,652	-5%	-$51K	0.08%	169
2020 Q4	$976K	Sell	33,064 -1,069	-3%	-$30.8K	0.08%	165
2020 Q3	$927K	Buy	34,133 +878	+3%	+$24.1K	0.08%	161
2020 Q2	$847K	Sell	33,255 -1,530	-4%	-$37.5K	0.08%	163
2020 Q1	$807K	Sell	34,785 -270	-0.8%	-$8.04K	0.08%	170
2019 Q4	$1.08M	Sell	35,055 -218	-0.6%	-$6.73K	0.08%	165
2019 Q3	$1.13M	Hold	35,273	–	–	0.09%	160
2019 Q2	$1.03M	Sell	35,273 -46	-0.1%	-$1.26K	0.09%	163
2019 Q1	$887K	Hold	35,319	–	–	0.08%	178
2018 Q4	$773K	Hold	35,319	–	–	0.07%	181
2018 Q3	$837K	Sell	35,319 -1,907	-5%	-$43.3K	0.07%	183
2018 Q2	$798K	Sell	37,226 -591	-2%	-$13.1K	0.07%	186
2018 Q1	$815K	Hold	37,817	–	–	0.08%	177
2017 Q4	$802K	Sell	37,817 -540	-1%	-$11K	0.07%	184
2017 Q3	$758K	Sell	38,357 -591	-2%	-$11.8K	0.08%	184
2017 Q2	$798K	Sell	38,948 -421	-1%	-$8.52K	0.08%	180
2017 Q1	$824K	Hold	39,369	–	–	0.09%	171
2016 Q4	$776K	Buy	39,369 +30,425	+340%	+$546K	0.09%	172
2016 Q3	$153K	Buy	+8,944	New	+$155K	0.02%	298

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trust Company of Vermont's WRB Position: Q4 2025 in Review

Trust Company of Vermont reduced its W.R. Berkley (WRB) stake by 0.97% in Q4 2025, selling an estimated $12.2K and leaving 16,960 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #186.

Trust Company of Vermont first reported a position in WRB in Q3 2016 and has held it in 38 quarters since. The position peaked at $1.33M in Q1 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q4 2025.

Trust Company of Vermont held 16,960 shares of W.R. Berkley worth $1.19M as of Q4 2025.
Trust Company of Vermont sold 166 W.R. Berkley shares in Q4 2025, an estimated $12.2K.
W.R. Berkley made up 0.05% of Trust Company of Vermont's portfolio in Q4 2025, its #186 holding.
Trust Company of Vermont first reported a position in W.R. Berkley in Q3 2016 and has held it in 38 quarters since.
Trust Company of Vermont's W.R. Berkley position peaked at $1.33M in Q1 2025.
948 funds tracked by Wall St. Rank held W.R. Berkley as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.