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Wilmington Savings Fund Society’s W.R. Berkley WRB Stock Holding History

Wilmington Savings Fund Society’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 		$36.7K Hold
521
– – ﹤0.01% 952
2026
Q1 		$34.5K Hold
521
– – ﹤0.01% 953
2025
Q4 		$36.5K Hold
521
– – ﹤0.01% 945
2025
Q3 		$39.9K Sell
521
-929
-64% -$66.1K ﹤0.01% 930
2025
Q2 		$107K Sell
1,450
-857
-37% -$61.4K ﹤0.01% 1004
2025
Q1 		$164K Buy
2,307
+576
+33% +$35.3K ﹤0.01% 848
2024
Q4 		$101K Sell
1,731
-5
-0.3% -$299 ﹤0.01% 1035
2024
Q3 		$98.5K Buy
+1,736
New +$97.5K ﹤0.01% 1024

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

Wilmington Savings Fund Society's WRB Position: Q2 2026 in Review

Wilmington Savings Fund Society held its W.R. Berkley (WRB) position steady in Q2 2026 at 521 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Wilmington Savings Fund Society first reported a position in WRB in Q3 2024 and has held it in 8 quarters since. The position peaked at $164K in Q1 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Wilmington Savings Fund Society held 521 shares of W.R. Berkley worth $36.7K as of Q2 2026.
  • Wilmington Savings Fund Society left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #952 holding.
  • Wilmington Savings Fund Society first reported a position in W.R. Berkley in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's W.R. Berkley position peaked at $164K in Q1 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.