Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s W.R. Berkley WRB Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$1.24M Buy
18,721
+6,853
+58% +$472K ﹤0.01% 1102
2025
Q4 		$832K Buy
11,868
+6
+0.1% +$442 ﹤0.01% 1119
2025
Q3 		$909K Sell
11,862
-93
-0.8% -$6.62K ﹤0.01% 906
2025
Q2 		$878K Buy
11,955
+8,375
+234% +$600K ﹤0.01% 833
2025
Q1 		$255K Buy
+3,580
New +$219K ﹤0.01% 899
2024
Q2 		– Sell
-79,500
Closed -$4.69M – 1150
2024
Q1 		$4.69M Hold
79,500
– – 0.02% 393
2023
Q4 		$3.75M Hold
79,500
– – 0.01% 494
2023
Q3 		$3.36M Sell
79,500
-75,714
-49% -$3.14M 0.01% 444
2023
Q2 		$6.16M Sell
155,214
-165,720
-52% -$6.52M 0.03% 335
2023
Q1 		$13.3M Buy
320,934
+273,084
+571% +$12.2M 0.07% 191
2022
Q4 		$2.31M Sell
47,850
-359,276
-88% -$17.3M 0.01% 693
2022
Q3 		$17.5M Buy
407,126
+335,006
+465% +$14.5M 0.09% 140
2022
Q2 		$3.28M Sell
72,120
-67,380
-48% -$3.06M 0.01% 597
2022
Q1 		$6.19M Buy
+139,500
New +$5.56M 0.02% 433
2021
Q4 		– Sell
-193,176
Closed -$6.28M – 1952
2021
Q3 		$6.28M Buy
193,176
+143,557
+289% +$4.73M 0.02% 462
2021
Q2 		$1.64M Sell
49,619
-259,430
-84% -$8.98M ﹤0.01% 1097
2021
Q1 		$10.3M Buy
309,049
+12,224
+4% +$377K 0.03% 335
2020
Q4 		$8.76M Buy
296,825
+275,299
+1,279% +$7.94M 0.02% 393
2020
Q3 		$585K Buy
+21,526
New +$590K ﹤0.01% 579
2020
Q2 		– Sell
-3,758
Closed -$87K – 1002
2020
Q1 		$87K Buy
+3,758
New +$112K ﹤0.01% 659

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $170B AUM 46.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's WRB Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund increased its W.R. Berkley (WRB) stake by 58% in Q1 2026, buying an estimated $472K and bringing the position to 18,721 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in WRB in Q1 2020 and has held it in 20 quarters since. The position peaked at $17.5M in Q3 2022. 923 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 18,721 shares of W.R. Berkley worth $1.24M as of Q1 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund bought 6,853 W.R. Berkley shares in Q1 2026, an estimated $472K.
  • W.R. Berkley made up ﹤0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #1102 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in W.R. Berkley in Q1 2020 and has held it in 20 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's W.R. Berkley position peaked at $17.5M in Q3 2022.
  • 923 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.