HH
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Hilltop Holdings’s W.R. Berkley WRB Stock Holding History

Hilltop Holdings’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 		$600K Buy
+9,060
New +$624K 0.05% 350
2025
Q4 		– Sell
-38,718
Closed -$2.97M – 994
2025
Q3 		$2.97M Buy
+38,718
New +$2.76M 0.16% 149
2025
Q2 		– Sell
-37,188
Closed -$2.65M – 940
2025
Q1 		$2.65M Sell
37,188
-582
-2% -$35.7K 0.17% 145
2024
Q4 		$2.21M Buy
37,770
+706
+2% +$42.3K 0.14% 169
2024
Q3 		$2.1M Buy
37,064
+582
+2% +$32.7K 0.13% 171
2024
Q2 		$1.91M Buy
36,482
+26,853
+279% +$1.44M 0.22% 115
2024
Q1 		$568K Sell
9,629
-15
-0.2% -$811 0.06% 349
2023
Q4 		$455K Buy
+9,644
New +$440K 0.05% 380
2023
Q3 		– Sell
-8,939
Closed -$355K – 642
2023
Q2 		$355K Buy
+8,939
New +$351K 0.04% 389
2023
Q1 		– Sell
-8,979
Closed -$434K – 580
2022
Q4 		$434K Sell
8,979
-60
-0.7% -$2.89K 0.06% 314
2022
Q3 		$389K Sell
9,039
-12,638
-58% -$549K 0.05% 310
2022
Q2 		$987K Sell
21,677
-1,980
-8% -$90K 0.13% 160
2022
Q1 		$1.05M Sell
23,657
-45
-0.2% -$1.79K 0.12% 166
2021
Q4 		$868K Buy
23,702
+1,929
+9% +$68.4K 0.09% 212
2021
Q3 		$708K Buy
21,773
+2,049
+10% +$67.6K 0.08% 251
2021
Q2 		$653K Buy
19,724
+3,252
+20% +$113K 0.07% 259
2021
Q1 		$552K Buy
16,472
+420
+3% +$13K 0.07% 264
2020
Q4 		$474K Buy
+16,052
New +$463K 0.07% 279

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

Hilltop Holdings's WRB Position: Q1 2026 in Review

Hilltop Holdings opened a new position in W.R. Berkley (WRB) in Q1 2026: 9,060 shares worth $600K. The stake represents 0.05% of the portfolio and ranks #350 among its holdings. This is a return to the name: Hilltop Holdings previously reported a position in WRB as recently as Q3 2025.

Hilltop Holdings first reported a position in WRB in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.97M in Q3 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • Hilltop Holdings held 9,060 shares of W.R. Berkley worth $600K as of Q1 2026.
  • W.R. Berkley was a new Hilltop Holdings position in Q1 2026.
  • W.R. Berkley made up 0.05% of Hilltop Holdings's portfolio in Q1 2026, its #350 holding.
  • Hilltop Holdings first reported a position in W.R. Berkley in Q4 2020 and has held it in 18 quarters since.
  • Hilltop Holdings's W.R. Berkley position peaked at $2.97M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.