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HFM Investment Advisors’s W.R. Berkley WRB Stock Holding History

HFM Investment Advisors’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 		$928 Buy
14
+1
+8% +$69 ﹤0.01% 436
2025
Q4 		$912 Hold
13
– – ﹤0.01% 487
2025
Q3 		$996 Buy
13
+2
+18% +$142 ﹤0.01% 375
2025
Q2 		$808 Buy
11
+4
+57% +$287 ﹤0.01% 458
2025
Q1 		$499 Buy
+7
New +$429 ﹤0.01% 286

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $3.9B AUM
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HFM Investment Advisors's WRB Position: Q1 2026 in Review

HFM Investment Advisors increased its W.R. Berkley (WRB) stake by 7.7% in Q1 2026, buying an estimated $69 and bringing the position to 14 shares worth $928. The position accounts for ﹤0.01% of the portfolio, ranked #436.

HFM Investment Advisors first reported a position in WRB in Q1 2025 and has held it in 5 quarters since. The position peaked at $996 in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • HFM Investment Advisors held 14 shares of W.R. Berkley worth $928 as of Q1 2026.
  • HFM Investment Advisors bought 1 W.R. Berkley share in Q1 2026, an estimated $69.
  • W.R. Berkley made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #436 holding.
  • HFM Investment Advisors first reported a position in W.R. Berkley in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's W.R. Berkley position peaked at $996 in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.