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Zions Bancorporation, National Association’s W.R. Berkley WRB Stock Holding History

Zions Bancorporation, National Association’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 		$6.35K Sell
90
-85
-49% -$5.7K ﹤0.01% 1014
2026
Q1 		$11.6K Buy
175
+85
+94% +$5.85K ﹤0.01% 854
2025
Q4 		$6.31K Hold
90
– – ﹤0.01% 878
2025
Q3 		$6.9K Sell
90
-174
-66% -$12.4K ﹤0.01% 717
2025
Q2 		$19.4K Sell
264
-1
-0.4% -$72 ﹤0.01% 636
2025
Q1 		$18.9K Buy
+265
New +$16.2K ﹤0.01% 644

Other funds holding WRB

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return
PC
PhiloSmith Capital Stamford, Connecticut $368M AUM 0.13% 1-Year Est. Return

Zions Bancorporation, National Association's WRB Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its W.R. Berkley (WRB) stake by 49% in Q2 2026, selling an estimated $5.7K and leaving 90 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Zions Bancorporation, National Association first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.4K in Q2 2025. 374 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Zions Bancorporation, National Association held 90 shares of W.R. Berkley worth $6.35K as of Q2 2026.
  • Zions Bancorporation, National Association sold 85 W.R. Berkley shares in Q2 2026, an estimated $5.7K.
  • W.R. Berkley made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #1014 holding.
  • Zions Bancorporation, National Association first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's W.R. Berkley position peaked at $19.4K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.