WT
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Whittier Trust’s W.R. Berkley WRB Stock Holding History

Whittier 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
2026
Q2 		$186K Buy
2,625
+41
+2% +$2.75K ﹤0.01% 645
2026
Q1 		$171K Sell
2,584
-915
-26% -$63K ﹤0.01% 615
2025
Q4 		$245K Hold
3,499
– – ﹤0.01% 558
2025
Q3 		$269K Hold
3,499
– – ﹤0.01% 532
2025
Q2 		$257K Buy
3,499
+513
+17% +$36.8K ﹤0.01% 608
2025
Q1 		$212K Hold
2,986
– – ﹤0.01% 644
2024
Q4 		$175K Sell
2,986
-304
-9% -$18.2K ﹤0.01% 685
2024
Q3 		$187K Buy
3,290
+126
+4% +$7.08K ﹤0.01% 686
2024
Q2 		$166K Hold
3,164
– – ﹤0.01% 678
2024
Q1 		$187K Buy
3,164
+177
+6% +$9.57K ﹤0.01% 659
2023
Q4 		$141K Sell
2,987
-411
-12% -$18.7K ﹤0.01% 694
2023
Q3 		$144K Buy
3,398
+411
+14% +$17K ﹤0.01% 690
2023
Q2 		$119K Sell
2,987
-33
-1% -$1.3K ﹤0.01% 743
2023
Q1 		$125K Hold
3,020
– – ﹤0.01% 757
2022
Q4 		$146K Hold
3,020
– – ﹤0.01% 720
2022
Q3 		$130K Buy
3,020
+1,991
+193% +$86.4K ﹤0.01% 739
2022
Q2 		$47K Buy
1,029
+372
+57% +$16.9K ﹤0.01% 968
2022
Q1 		$29K Sell
657
-306
-32% -$12.2K ﹤0.01% 1115
2021
Q4 		$35K Hold
963
– – ﹤0.01% 1052
2021
Q3 		$31K Hold
963
– – ﹤0.01% 1038
2021
Q2 		$32K Hold
963
– – ﹤0.01% 1054
2021
Q1 		$32K Buy
963
+902
+1,479% +$27.8K ﹤0.01% 1040
2020
Q4 		$2K Buy
61
+14
+30% +$404 ﹤0.01% 1347
2020
Q3 		$1K Hold
47
– – ﹤0.01% 1413
2020
Q2 		$1K Hold
47
– – ﹤0.01% 1371
2020
Q1 		$1K Hold
47
– – ﹤0.01% 1439
2019
Q4 		$1K Buy
+47
New +$1.45K ﹤0.01% 1479

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

Whittier Trust's WRB Position: Q2 2026 in Review

Whittier Trust increased its W.R. Berkley (WRB) stake by 1.6% in Q2 2026, buying an estimated $2.75K and bringing the position to 2,625 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Whittier Trust first reported a position in WRB in Q4 2019 and has held it in 27 quarters since. The position peaked at $269K in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Whittier Trust held 2,625 shares of W.R. Berkley worth $186K as of Q2 2026.
  • Whittier Trust bought 41 W.R. Berkley shares in Q2 2026, an estimated $2.75K.
  • W.R. Berkley made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #645 holding.
  • Whittier Trust first reported a position in W.R. Berkley in Q4 2019 and has held it in 27 quarters since.
  • Whittier Trust's W.R. Berkley position peaked at $269K in Q3 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.