Washington Trust’s W.R. Berkley WRB Stock Holding History

Washington Trust’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
2025 Q2	–	Sell	-331	Closed	-$23.6K	–	736
2025 Q1	$23.6K	Buy	+331	New	+$20.3K	﹤0.01%	507
2020 Q3	–	Sell	-1,901	Closed	-$48K	–	1035
2020 Q2	$48K	Buy	+1,901	New	+$46.6K	﹤0.01%	399

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Washington Trust's WRB Position: Q2 2025 in Review

Washington Trust sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 331 shares — an estimated $23.6K sold.

Washington Trust first reported a position in WRB in Q2 2020 and held it in 2 quarters. The position peaked at $48K in Q2 2020. 922 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Washington Trust reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 331 W.R. Berkley shares in Q2 2025, an estimated $23.6K.
Washington Trust first reported a position in W.R. Berkley in Q2 2020 and held it in 2 quarters.
Washington Trust's W.R. Berkley position peaked at $48K in Q2 2020.
922 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.