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Hazlett, Burt & Watson’s W.R. Berkley WRB Stock Holding History

Hazlett, Burt & Watson’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 		$15K Sell
210
-150
-42% -$10.1K ﹤0.01% 641
2026
Q1 		$24K Hold
360
– – 0.01% 560
2025
Q4 		$26K Buy
360
+210
+140% +$15.5K 0.01% 556
2025
Q3 		$11K Buy
+150
New +$10.7K ﹤0.01% 655

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

Hazlett, Burt & Watson's WRB Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its W.R. Berkley (WRB) stake by 42% in Q2 2026, selling an estimated $10.1K and leaving 210 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Hazlett, Burt & Watson first reported a position in WRB in Q3 2025 and has held it in 4 quarters since. The position peaked at $26K in Q4 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Hazlett, Burt & Watson held 210 shares of W.R. Berkley worth $15K as of Q2 2026.
  • Hazlett, Burt & Watson sold 150 W.R. Berkley shares in Q2 2026, an estimated $10.1K.
  • W.R. Berkley made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #641 holding.
  • Hazlett, Burt & Watson first reported a position in W.R. Berkley in Q3 2025 and has held it in 4 quarters since.
  • Hazlett, Burt & Watson's W.R. Berkley position peaked at $26K in Q4 2025.
  • 951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.