HWM
WRB icon

HB Wealth Management’s W.R. Berkley WRB Stock Holding History

HB Wealth 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 		$836K Buy
12,618
+896
+8% +$61.7K 0.01% 741
2025
Q4 		$822K Buy
11,722
+167
+1% +$12.3K 0.01% 698
2025
Q3 		$885K Sell
11,555
-83
-0.7% -$5.91K 0.01% 649
2025
Q2 		$855K Buy
11,638
+1,426
+14% +$102K 0.01% 580
2025
Q1 		$727K Buy
10,212
+4,146
+68% +$254K 0.01% 640
2024
Q4 		$355K Buy
6,066
+578
+11% +$34.6K ﹤0.01% 753
2024
Q3 		$311K Sell
5,488
-140
-2% -$7.86K ﹤0.01% 747
2024
Q2 		$295K Buy
5,628
+267
+5% +$14.3K ﹤0.01% 716
2024
Q1 		$316K Sell
5,361
-773
-13% -$41.8K ﹤0.01% 639
2023
Q4 		$289K Buy
+6,134
New +$280K ﹤0.01% 628

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return