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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
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

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vest Financial's WRB Position: Q2 2026 in Review

Vest Financial reduced its W.R. Berkley (WRB) stake by 20% in Q2 2026, selling an estimated $1.3M and leaving 79,414 shares worth $5.6M. The position accounts for 0.06% of the portfolio, ranked #243.

Vest Financial first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.55M in Q1 2026. 949 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Vest Financial held 79,414 shares of W.R. Berkley worth $5.6M as of Q2 2026.
  • Vest Financial sold 19,380 W.R. Berkley shares in Q2 2026, an estimated $1.3M.
  • W.R. Berkley made up 0.06% of Vest Financial's portfolio in Q2 2026, its #243 holding.
  • Vest Financial first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • Vest Financial's W.R. Berkley position peaked at $6.55M in Q1 2026.
  • 949 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.