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HBK Sorce Advisory’s W.R. Berkley WRB Stock Holding History

HBK Sorce Advisory’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 		$604K Buy
8,384
+81
+1% +$5.43K 0.01% 353
2026
Q1 		$545K Sell
8,303
-174
-2% -$12K 0.01% 359
2025
Q4 		$597K Sell
8,477
-541
-6% -$39.9K 0.01% 340
2025
Q3 		$689K Sell
9,018
-2,579
-22% -$184K 0.02% 291
2025
Q2 		$852K Sell
11,597
-2,321
-17% -$166K 0.02% 248
2025
Q1 		$990K Sell
13,918
-61
-0.4% -$3.74K 0.03% 218
2024
Q4 		$818K Buy
+13,979
New +$837K 0.02% 251

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 $3.38T AUM 44.17% 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

HBK Sorce Advisory's WRB Position: Q2 2026 in Review

HBK Sorce Advisory increased its W.R. Berkley (WRB) stake by 0.98% in Q2 2026, buying an estimated $5.43K and bringing the position to 8,384 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #353.

HBK Sorce Advisory first reported a position in WRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $990K in Q1 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • HBK Sorce Advisory held 8,384 shares of W.R. Berkley worth $604K as of Q2 2026.
  • HBK Sorce Advisory bought 81 W.R. Berkley shares in Q2 2026, an estimated $5.43K.
  • W.R. Berkley made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #353 holding.
  • HBK Sorce Advisory first reported a position in W.R. Berkley in Q4 2024 and has held it in 7 quarters since.
  • HBK Sorce Advisory's W.R. Berkley position peaked at $990K in Q1 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.