HSA
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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
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 $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