HIMS
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Hager Investment Management Services’s W.R. Berkley WRB Stock Holding History

Hager Investment Management Services’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 		$15.5K Buy
220
+21
+11% +$1.41K 0.01% 225
2026
Q1 		$13.2K Hold
199
– – 0.01% 220
2025
Q4 		$14K Hold
199
– – 0.01% 205
2025
Q3 		$15.2K Buy
+199
New +$14.2K 0.01% 192

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 $3.38T AUM 44.17% 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

Hager Investment Management Services's WRB Position: Q2 2026 in Review

Hager Investment Management Services increased its W.R. Berkley (WRB) stake by 11% in Q2 2026, buying an estimated $1.41K and bringing the position to 220 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #225.

Hager Investment Management Services first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Hager Investment Management Services held 220 shares of W.R. Berkley worth $15.5K as of Q2 2026.
  • Hager Investment Management Services bought 21 W.R. Berkley shares in Q2 2026, an estimated $1.41K.
  • W.R. Berkley made up 0.01% of Hager Investment Management Services's portfolio in Q2 2026, its #225 holding.
  • Hager Investment Management Services first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.