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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
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 $3.9B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Hazlett, Burt & Watson's WRB Position: Q1 2026 in Review

Hazlett, Burt & Watson held its W.R. Berkley (WRB) position steady in Q1 2026 at 360 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #560.

Hazlett, Burt & Watson first reported a position in WRB in Q3 2025 and has held it in 3 quarters since. The position peaked at $26K in Q4 2025. 921 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Hazlett, Burt & Watson held 360 shares of W.R. Berkley worth $24K as of Q1 2026.
  • Hazlett, Burt & Watson left its W.R. Berkley share count unchanged in Q1 2026.
  • W.R. Berkley made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #560 holding.
  • Hazlett, Burt & Watson first reported a position in W.R. Berkley in Q3 2025 and has held it in 3 quarters since.
  • Hazlett, Burt & Watson's W.R. Berkley position peaked at $26K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.