Trustmark National Bank Trust Department’s W.R. Berkley WRB Stock Holding History

Trustmark National Bank Trust Department’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 Q1	–	Sell	-7,734	Closed	-$542K	–	289
2025 Q4	$542K	Sell	7,734 -367	-5%	-$27K	0.03%	204
2025 Q3	$621K	Buy	8,101 +852	+12%	+$60.7K	0.04%	193
2025 Q2	$533K	Buy	7,249 +3,735	+106%	+$268K	0.04%	203
2025 Q1	$250K	Hold	3,514	–	–	0.02%	267
2024 Q4	$206K	Buy	+3,514	New	+$210K	0.02%	286
2024 Q2	–	Sell	-4,620	Closed	-$272K	–	304
2024 Q1	$272K	Hold	4,620	–	–	0.02%	247
2023 Q4	$218K	Buy	+4,620	New	+$211K	0.02%	243
2023 Q1	–	Sell	-7,007	Closed	-$339K	–	290
2022 Q4	$339K	Buy	7,007 +1,500	+27%	+$72.3K	0.03%	220
2022 Q3	$237K	Sell	5,507 -1,692	-24%	-$73.5K	0.02%	237
2022 Q2	$328K	Buy	+7,199	New	+$327K	0.03%	216
2019 Q3	–	Sell	-1,703	Closed	-$50K	–	552
2019 Q2	$50K	Sell	1,703 -1	-0.1%	-$27	﹤0.01%	350
2019 Q1	$43K	Buy	+1,704	New	+$40.2K	﹤0.01%	366

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Trustmark National Bank Trust Department's WRB Position: Q1 2026 in Review

Trustmark National Bank Trust Department sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 7,734 shares — an estimated $542K sold.

Trustmark National Bank Trust Department first reported a position in WRB in Q1 2019 and held it in 12 quarters. The position peaked at $621K in Q3 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

Trustmark National Bank Trust Department reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
Trustmark National Bank Trust Department sold 7,734 W.R. Berkley shares in Q1 2026, an estimated $542K.
Trustmark National Bank Trust Department first reported a position in W.R. Berkley in Q1 2019 and held it in 12 quarters.
Trustmark National Bank Trust Department's W.R. Berkley position peaked at $621K in Q3 2025.
921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.