HFS
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Hantz Financial Services’s W.R. Berkley WRB Stock Holding History

Hantz Financial 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 		$142K Sell
2,008
-2,060
-51% -$138K ﹤0.01% 1255
2026
Q1 		$270K Buy
4,068
+2,239
+122% +$154K ﹤0.01% 887
2025
Q4 		$128K Buy
1,829
+953
+109% +$70.2K ﹤0.01% 1042
2025
Q3 		$67K Buy
876
+583
+199% +$41.5K ﹤0.01% 1128
2025
Q2 		$22K Buy
293
+78
+36% +$5.59K ﹤0.01% 1234
2025
Q1 		$15K Sell
215
-24
-10% -$1.47K ﹤0.01% 887
2024
Q4 		$14K Sell
239
-40
-14% -$2.4K ﹤0.01% 789
2024
Q3 		$16K Sell
279
-22,458
-99% -$1.26M ﹤0.01% 747
2024
Q2 		$1.19M Sell
22,737
-398
-2% -$21.3K 0.02% 409
2024
Q1 		$1.36M Sell
23,135
-958
-4% -$51.8K 0.03% 392
2023
Q4 		$1.14M Sell
24,093
-839
-3% -$38.2K 0.02% 414
2023
Q3 		$1.05M Buy
24,932
+1,098
+5% +$45.5K 0.03% 400
2023
Q2 		$946K Buy
23,834
+2,456
+11% +$96.6K 0.02% 411
2023
Q1 		$887K Buy
21,378
+1,756
+9% +$78.6K 0.02% 410
2022
Q4 		$949K Buy
19,622
+2,154
+12% +$104K 0.03% 388
2022
Q3 		$752K Buy
17,468
+4,070
+30% +$177K 0.03% 393
2022
Q2 		$610K Buy
13,398
+1,329
+11% +$60.4K 0.02% 417
2022
Q1 		$536K Buy
+12,069
New +$481K 0.02% 444

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
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

Hantz Financial Services's WRB Position: Q2 2026 in Review

Hantz Financial Services reduced its W.R. Berkley (WRB) stake by 51% in Q2 2026, selling an estimated $138K and leaving 2,008 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Hantz Financial Services first reported a position in WRB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.36M in Q1 2024. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Hantz Financial Services held 2,008 shares of W.R. Berkley worth $142K as of Q2 2026.
  • Hantz Financial Services sold 2,060 W.R. Berkley shares in Q2 2026, an estimated $138K.
  • W.R. Berkley made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1255 holding.
  • Hantz Financial Services first reported a position in W.R. Berkley in Q1 2022 and has held it in 18 quarters since.
  • Hantz Financial Services's W.R. Berkley position peaked at $1.36M in Q1 2024.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.