Hexagon Capital Partners’s W.R. Berkley WRB Stock Holding History

Hexagon Capital Partners’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 Q2	–	Sell	-1,207	Closed	-$85.9K	–	1726
2025 Q1	$85.9K	Buy	1,207 +90	+8%	+$5.52K	0.02%	356
2024 Q4	$65.4K	Buy	1,117 +763	+216%	+$45.7K	0.01%	419
2024 Q3	$20.1K	Sell	354 -38	-10%	-$2.13K	﹤0.01%	714
2024 Q2	$20.5K	Buy	392 +33	+9%	+$1.77K	﹤0.01%	679
2024 Q1	$21.1K	Buy	359 +90	+33%	+$4.87K	﹤0.01%	658
2023 Q4	$12.7K	Hold	269	–	–	﹤0.01%	765
2023 Q3	$11.4K	Hold	269	–	–	﹤0.01%	713
2023 Q2	$10.7K	Buy	269 +8	+3%	+$315	﹤0.01%	728
2023 Q1	$10.8K	Sell	261 -60	-19%	-$2.68K	﹤0.01%	713
2022 Q4	$15.5K	Buy	321 +45	+16%	+$2.17K	﹤0.01%	613
2022 Q3	$12K	Buy	+276	New	+$12K	﹤0.01%	734

Other funds holding WRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Hexagon Capital Partners's WRB Position: Q2 2025 in Review

Hexagon Capital Partners sold out of W.R. Berkley (WRB) in Q2 2025, closing a stake of 1,207 shares — an estimated $85.9K sold.

Hexagon Capital Partners first reported a position in WRB in Q3 2022 and held it in 11 quarters. The position peaked at $85.9K in Q1 2025. 923 funds tracked by Wall St. Rank hold WRB as of Q2 2025.

Hexagon Capital Partners reported no remaining W.R. Berkley position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 1,207 W.R. Berkley shares in Q2 2025, an estimated $85.9K.
Hexagon Capital Partners first reported a position in W.R. Berkley in Q3 2022 and held it in 11 quarters.
Hexagon Capital Partners's W.R. Berkley position peaked at $85.9K in Q1 2025.
923 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.