UB
WRB icon

UMB Bank’s W.R. Berkley WRB Stock Holding History

UMB Bank’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 		$742K Hold
10,520
– – 0.01% 406
2026
Q1 		$697K Sell
10,520
-481
-4% -$33.1K 0.01% 414
2025
Q4 		$771K Sell
11,001
-5
-0% -$368 0.01% 403
2025
Q3 		$843K Sell
11,006
-1,334
-11% -$95K 0.01% 354
2025
Q2 		$907K Buy
12,340
+422
+4% +$30.2K 0.01% 336
2025
Q1 		$848K Sell
11,918
-68
-0.6% -$4.17K 0.01% 345
2024
Q4 		$701K Buy
11,986
+1,397
+13% +$83.7K 0.01% 366
2024
Q3 		$601K Sell
10,589
-1,489
-12% -$83.6K 0.01% 378
2024
Q2 		$633K Buy
12,078
+271
+2% +$14.5K 0.01% 372
2024
Q1 		$696K Hold
11,807
– – 0.01% 367
2023
Q4 		$557K Hold
11,807
– – 0.01% 408
2023
Q3 		$500K Sell
11,807
-168
-1% -$6.96K 0.01% 404
2023
Q2 		$475K Buy
11,975
+308
+3% +$12.1K 0.01% 419
2023
Q1 		$484K Buy
11,667
+241
+2% +$10.8K 0.01% 415
2022
Q4 		$553K Sell
11,426
-1
-0% -$48 0.01% 403
2022
Q3 		$492K Buy
11,427
+847
+8% +$36.8K 0.01% 445
2022
Q2 		$482K Sell
10,580
-3
-0% -$136 0.01% 472
2022
Q1 		$469K Buy
10,583
+1
+0% +$40 0.01% 483
2021
Q4 		$388K Buy
+10,582
New +$375K ﹤0.01% 530

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

UMB Bank's WRB Position: Q2 2026 in Review

UMB Bank held its W.R. Berkley (WRB) position steady in Q2 2026 at 10,520 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #406.

UMB Bank first reported a position in WRB in Q4 2021 and has held it in 19 quarters since. The position peaked at $907K in Q2 2025. 948 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • UMB Bank held 10,520 shares of W.R. Berkley worth $742K as of Q2 2026.
  • UMB Bank left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up 0.01% of UMB Bank's portfolio in Q2 2026, its #406 holding.
  • UMB Bank first reported a position in W.R. Berkley in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's W.R. Berkley position peaked at $907K in Q2 2025.
  • 948 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.