Hamilton Capital Partners (Canada)’s W.R. Berkley WRB Stock Holding History

Hamilton Capital Partners (Canada)’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	$131K	Sell	1,855 -883	-32%	-$59.2K	﹤0.01%	210
2026 Q1	$181K	Hold	2,738	–	–	0.01%	207
2025 Q4	$192K	Sell	2,738 -1,433	-34%	-$106K	0.01%	200
2025 Q3	$320K	Hold	4,171	–	–	0.01%	181
2025 Q2	$306K	Hold	4,171	–	–	0.02%	159
2025 Q1	$297K	Sell	4,171 -1,820	-30%	-$112K	0.02%	147
2024 Q4	$351K	Buy	5,991 +188	+3%	+$11.3K	0.03%	138
2024 Q3	$329K	Buy	5,803 +299	+5%	+$16.8K	0.03%	136
2024 Q2	$288K	Sell	5,504 -1,575	-22%	-$84.4K	0.03%	141
2024 Q1	$417K	Sell	7,079 -3,684	-34%	-$199K	0.05%	115
2023 Q4	$507K	Buy	10,763 +840	+8%	+$38.3K	0.1%	70
2023 Q3	$420K	Buy	9,923 +1,262	+15%	+$52.3K	0.15%	39
2023 Q2	$344K	Hold	8,661	–	–	0.13%	45
2023 Q1	$359K	Buy	+8,661	New	+$387K	0.13%	47

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hamilton Capital Partners (Canada)'s WRB Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) reduced its W.R. Berkley (WRB) stake by 32% in Q2 2026, selling an estimated $59.2K and leaving 1,855 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Hamilton Capital Partners (Canada) first reported a position in WRB in Q1 2023 and has held it in 14 quarters since. The position peaked at $507K in Q4 2023. 906 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Hamilton Capital Partners (Canada) held 1,855 shares of W.R. Berkley worth $131K as of Q2 2026.
Hamilton Capital Partners (Canada) sold 883 W.R. Berkley shares in Q2 2026, an estimated $59.2K.
W.R. Berkley made up ﹤0.01% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #210 holding.
Hamilton Capital Partners (Canada) first reported a position in W.R. Berkley in Q1 2023 and has held it in 14 quarters since.
Hamilton Capital Partners (Canada)'s W.R. Berkley position peaked at $507K in Q4 2023.
906 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.