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Hamilton Wealth’s W.R. Berkley WRB Stock Holding History

Hamilton Wealth’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
Q1 		– Sell
-3,890
Closed -$273K – 135
2025
Q4 		$273K Buy
3,890
+600
+18% +$44.2K 0.05% 94
2025
Q3 		$252K Hold
3,290
– – 0.05% 89
2025
Q2 		$242K Hold
3,290
– – 0.05% 89
2025
Q1 		$234K Buy
+3,290
New +$202K 0.06% 93
2023
Q1 		– Sell
-8,096
Closed -$392K – 112
2022
Q4 		$392K Sell
8,096
-99
-1% -$4.78K 0.16% 57
2022
Q3 		$353K Buy
+8,195
New +$356K 0.15% 55

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Hamilton Wealth's WRB Position: Q1 2026 in Review

Hamilton Wealth sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 3,890 shares — an estimated $273K sold.

Hamilton Wealth first reported a position in WRB in Q3 2022 and held it in 6 quarters. The position peaked at $392K in Q4 2022. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Hamilton Wealth reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Hamilton Wealth sold 3,890 W.R. Berkley shares in Q1 2026, an estimated $273K.
  • Hamilton Wealth first reported a position in W.R. Berkley in Q3 2022 and held it in 6 quarters.
  • Hamilton Wealth's W.R. Berkley position peaked at $392K in Q4 2022.
  • 926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.