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

Hemington 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
2025
Q3 		$50K Hold
657
– – 0.01% 363
2025
Q2 		$48K Buy
657
+21
+3% +$1.5K 0.01% 347
2025
Q1 		$45K Buy
636
+114
+22% +$6.99K 0.01% 348
2024
Q4 		$30K Buy
522
+91
+21% +$5.45K 0.01% 437
2024
Q3 		$24K Buy
+431
New +$24.2K 0.01% 469

Other funds holding WRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hemington Wealth Management's WRB Position: Q3 2025 in Review

Hemington Wealth Management held its W.R. Berkley (WRB) position steady in Q3 2025 at 657 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #363.

Hemington Wealth Management first reported a position in WRB in Q3 2024 and has held it in 5 quarters since. 933 funds tracked by Wall St. Rank hold WRB as of Q3 2025.

  • Hemington Wealth Management held 657 shares of W.R. Berkley worth $50K as of Q3 2025.
  • Hemington Wealth Management left its W.R. Berkley share count unchanged in Q3 2025.
  • W.R. Berkley made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #363 holding.
  • Hemington Wealth Management first reported a position in W.R. Berkley in Q3 2024 and has held it in 5 quarters since.
  • 933 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.