HFM
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Harvest Fund Management’s W.R. Berkley WRB Stock Holding History

Harvest Fund Management’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
-31
Closed -$2K – 649
2025
Q4 		$2K Hold
31
– – ﹤0.01% 569
2025
Q3 		$2K Hold
31
– – ﹤0.01% 603
2025
Q2 		$2K Hold
31
– – ﹤0.01% 588
2025
Q1 		$2K Buy
+31
New +$1.9K ﹤0.01% 641
2024
Q2 		– Sell
-6,591
Closed -$388K – 771
2024
Q1 		$388K Buy
+6,591
New +$356K 0.03% 239
2023
Q1 		– Sell
-615
Closed -$30K – 837
2022
Q4 		$30K Sell
615
-1,305
-68% -$62.9K 0.01% 556
2022
Q3 		$83K Buy
1,920
+483
+34% +$21K 0.02% 332
2022
Q2 		$65K Buy
+1,437
New +$65.3K 0.02% 375

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

Harvest Fund Management's WRB Position: Q1 2026 in Review

Harvest Fund Management sold out of W.R. Berkley (WRB) in Q1 2026, closing a stake of 31 shares — an estimated $2K sold.

Harvest Fund Management first reported a position in WRB in Q2 2022 and held it in 8 quarters. The position peaked at $388K in Q1 2024. 926 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Harvest Fund Management reported no remaining W.R. Berkley position as of Q1 2026 after selling out during the quarter.
  • Harvest Fund Management sold 31 W.R. Berkley shares in Q1 2026, an estimated $2K.
  • Harvest Fund Management first reported a position in W.R. Berkley in Q2 2022 and held it in 8 quarters.
  • Harvest Fund Management's W.R. Berkley position peaked at $388K in Q1 2024.
  • 926 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.