Trust Company’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.1K | Sell |
327
-331
| -50% | -$22.2K | ﹤0.01% | 370 |
|
|
2026
Q1 | $43.6K | Buy |
658
+1
| +0.2% | +$69 | ﹤0.01% | 314 |
|
|
2025
Q4 | $46.1K | Hold |
657
| – | – | ﹤0.01% | 300 |
|
|
2025
Q3 | $50.3K | Hold |
657
| – | – | 0.01% | 220 |
|
|
2025
Q2 | $48.3K | Hold |
657
| – | – | 0.01% | 223 |
|
|
2025
Q1 | $46.8K | Hold |
657
| – | – | 0.01% | 231 |
|
|
2024
Q4 | $38.4K | Hold |
657
| – | – | ﹤0.01% | 243 |
|
|
2024
Q3 | $37.3K | Hold |
657
| – | – | ﹤0.01% | 214 |
|
|
2024
Q2 | $34.4K | Hold |
657
| – | – | ﹤0.01% | 211 |
|
|
2024
Q1 | $38.7K | Hold |
657
| – | – | 0.01% | 202 |
|
|
2023
Q4 | $31K | Hold |
657
| – | – | ﹤0.01% | 204 |
|
|
2023
Q3 | $27.8K | Hold |
657
| – | – | ﹤0.01% | 218 |
|
|
2023
Q2 | $26.1K | Hold |
657
| – | – | ﹤0.01% | 221 |
|
|
2023
Q1 | $27.3K | Hold |
657
| – | – | ﹤0.01% | 212 |
|
|
2022
Q4 | $32K | Hold |
657
| – | – | 0.01% | 203 |
|
|
2022
Q3 | $28K | Hold |
657
| – | – | 0.01% | 206 |
|
|
2022
Q2 | $30K | Hold |
657
| – | – | 0.01% | 217 |
|
|
2022
Q1 | $29K | Hold |
657
| – | – | 0.01% | 231 |
|
|
2021
Q4 | $24K | Hold |
657
| – | – | 0.01% | 217 |
|
|
2021
Q3 | $21K | Hold |
657
| – | – | 0.01% | 221 |
|
|
2021
Q2 | $22K | Hold |
657
| – | – | 0.02% | 217 |
|
|
2021
Q1 | $22K | Hold |
657
| – | – | 0.02% | 224 |
|
|
2020
Q4 | $19K | Hold |
657
| – | – | 0.02% | 215 |
|
|
2020
Q3 | $18K | Hold |
657
| – | – | 0.02% | 229 |
|
|
2020
Q2 | $17K | Hold |
657
| – | – | 0.02% | 219 |
|
|
2020
Q1 | $15K | Hold |
657
| – | – | 0.02% | 209 |
|
|
2019
Q4 | $20K | Hold |
657
| – | – | 0.02% | 213 |
|
|
2019
Q3 | $21K | Hold |
657
| – | – | 0.02% | 202 |
|
|
2019
Q2 | $19K | Sell |
657
-1
| -0.2% | -$27 | 0.02% | 209 |
|
|
2019
Q1 | $17K | Hold |
658
| – | – | 0.01% | 251 |
|
|
2018
Q4 | $14K | Hold |
658
| – | – | 0.01% | 243 |
|
|
2018
Q3 | $16K | Hold |
658
| – | – | 0.01% | 240 |
|
|
2018
Q2 | $14K | Hold |
658
| – | – | 0.01% | 260 |
|
|
2018
Q1 | $14K | Hold |
658
| – | – | 0.01% | 262 |
|
|
2017
Q4 | $14K | Hold |
658
| – | – | 0.01% | 264 |
|
|
2017
Q3 | $13K | Hold |
658
| – | – | 0.01% | 231 |
|
|
2017
Q2 | $13K | Sell |
658
-422
| -39% | -$8.54K | 0.01% | 249 |
|
|
2017
Q1 | $23K | Hold |
1,080
| – | – | 0.01% | 229 |
|
|
2016
Q4 | $21K | Hold |
1,080
| – | – | 0.01% | 236 |
|
|
2016
Q3 | $18K | Hold |
1,080
| – | – | 0.01% | 251 |
|
|
2016
Q2 | $19K | Hold |
1,080
| – | – | 0.01% | 238 |
|
|
2016
Q1 | $18K | Hold |
1,080
| – | – | 0.01% | 236 |
|
|
2015
Q4 | $17.5K | Hold |
1,080
| – | – | 0.01% | 241 |
|
|
2015
Q3 | $17K | Hold |
1,080
| – | – | 0.01% | 259 |
|
|
2015
Q2 | $17K | Buy |
+1,080
| New | +$16.1K | 0.01% | 261 |
|
Other funds holding WRB
MSI
Trust Company's WRB Position: Q2 2026 in Review
Trust Company reduced its W.R. Berkley (WRB) stake by 50% in Q2 2026, selling an estimated $22.2K and leaving 327 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #370.
Trust Company first reported a position in WRB in Q2 2015 and has held it in 45 quarters since. The position peaked at $50.3K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.
- Trust Company held 327 shares of W.R. Berkley worth $23.1K as of Q2 2026.
- Trust Company sold 331 W.R. Berkley shares in Q2 2026, an estimated $22.2K.
- W.R. Berkley made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #370 holding.
- Trust Company first reported a position in W.R. Berkley in Q2 2015 and has held it in 45 quarters since.
- Trust Company's W.R. Berkley position peaked at $50.3K in Q3 2025.
- 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.
Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.