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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
Q2 		$2.26K Buy
32
+18
+129% +$1.21K ﹤0.01% 404
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 $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFM Investment Advisors's WRB Position: Q2 2026 in Review

HFM Investment Advisors increased its W.R. Berkley (WRB) stake by 129% in Q2 2026, buying an estimated $1.21K and bringing the position to 32 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

HFM Investment Advisors first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • HFM Investment Advisors held 32 shares of W.R. Berkley worth $2.26K as of Q2 2026.
  • HFM Investment Advisors bought 18 W.R. Berkley shares in Q2 2026, an estimated $1.21K.
  • W.R. Berkley made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #404 holding.
  • HFM Investment Advisors first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.