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Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

WRB holding history

Berkley W R Corp in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WRB overviewAll 13F holders of WRBFull Q2 2026 holdings

Shares (Q2 2026)
45,219
Value
$3.19M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WRB by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,219$3.19M0.3%−2,057−4.4%ReducedHolders
Q1 202647,276$3.13M0.3%00.0%UnchangedHolders
Q4 202547,276$3.31M0.3%00.0%UnchangedHolders
Q3 202547,276$3.62M0.3%+4,115+9.5%AddedHolders
Q2 202543,161$3.17M0.3%00.0%UnchangedHolders
Q1 202543,161$3.07M0.3%00.0%UnchangedHolders
Q4 202443,161$2.53M0.3%00.0%UnchangedHolders
Q3 202443,161$2.45M0.3%+14,387+50.0%AddedHolders
Q2 202428,774$2.26M0.3%00.0%UnchangedHolders
Q1 202428,774$2.54M0.3%00.0%UnchangedHolders
Q4 202328,774$2.03M0.3%00.0%UnchangedHolders
Q3 202328,774$1.83M0.2%00.0%UnchangedHolders
Q2 202328,774$1.71M0.2%00.0%UnchangedHolders
Q1 202328,774$1.79M0.2%00.0%UnchangedHolders
Q4 202228,774$2.09M0.3%00.0%UnchangedHolders
Q3 202228,774$1.86M0.3%00.0%UnchangedHolders
Q2 202228,774$1.96M0.3%00.0%UnchangedHolders
Q1 202228,774$1.92M0.2%+10,751+59.7%AddedHolders
Q4 202118,023$1.48M0.2%00.0%UnchangedHolders
Q3 202118,023$1.32M0.2%00.0%UnchangedHolders
Q2 202118,023$1.34M0.2%00.0%UnchangedHolders
Q1 202118,023$1.36M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.