Vest Financial
WRB icon

Vest Financial’s W.R. Berkley WRB Stock Holding History

Vest Financial’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
Q3 		$3.83M Sell
56,691
-22,723
-29% -$1.6M 0.04% 275
2026
Q2 		$5.6M Sell
79,414
-19,380
-20% -$1.3M 0.06% 243
2026
Q1 		$6.55M Buy
98,794
+11,911
+14% +$820K 0.08% 206
2025
Q4 		$6.09M Buy
86,883
+5,236
+6% +$386K 0.08% 187
2025
Q3 		$6.26M Buy
81,647
+11,757
+17% +$837K 0.08% 160
2025
Q2 		$5.13M Buy
69,890
+25,706
+58% +$1.84M 0.07% 154
2025
Q1 		$3.14M Buy
+44,184
New +$2.71M 0.05% 177

Other funds holding WRB

Mitsui Sumitomo Insurance
Mitsui Sumitomo Insurance Tokyo, Japan $3.97B AUM 11.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.5B AUM 31.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Vest Financial's WRB Position: Q3 2026 in Review

Vest Financial reduced its W.R. Berkley (WRB) stake by 29% in Q3 2026, selling an estimated $1.6M and leaving 56,691 shares worth $3.83M. The position accounts for 0.04% of the portfolio, ranked #275.

Vest Financial first reported a position in WRB in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.55M in Q1 2026. 730 funds tracked by Wall St. Rank hold WRB as of Q3 2026.

  • Vest Financial held 56,691 shares of W.R. Berkley worth $3.83M as of Q3 2026.
  • Vest Financial sold 22,723 W.R. Berkley shares in Q3 2026, an estimated $1.6M.
  • W.R. Berkley made up 0.04% of Vest Financial's portfolio in Q3 2026, its #275 holding.
  • Vest Financial first reported a position in W.R. Berkley in Q1 2025 and has held it in 7 quarters since.
  • Vest Financial's W.R. Berkley position peaked at $6.55M in Q1 2026.
  • 730 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.