HM Payson & Co’s W.R. Berkley WRB Stock Holding History

HM Payson & Co’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	$1.28M	Hold	18,104	–	–	0.02%	208
2026 Q1	$1.2M	Hold	18,104	–	–	0.02%	209
2025 Q4	$1.27M	Buy	18,104 +71	+0.4%	+$5.23K	0.02%	193
2025 Q3	$1.38M	Hold	18,033	–	–	0.02%	182
2025 Q2	$1.32M	Buy	18,033 +643	+4%	+$46.1K	0.02%	180
2025 Q1	$1.24M	Buy	17,390 +847	+5%	+$51.9K	0.02%	194
2024 Q4	$968K	Hold	16,543	–	–	0.02%	219
2024 Q3	$938K	Sell	16,543 -1	-0%	-$56	0.02%	222
2024 Q2	$867K	Sell	16,544 -697	-4%	-$37.3K	0.02%	216
2024 Q1	$1.02M	Hold	17,241	–	–	0.02%	203
2023 Q4	$813K	Hold	17,241	–	–	0.02%	226
2023 Q3	$730K	Hold	17,241	–	–	0.02%	229
2023 Q2	$685K	Hold	17,241	–	–	0.02%	234
2023 Q1	$716K	Sell	17,241 -249	-1%	-$11.1K	0.02%	222
2022 Q4	$846K	Buy	17,490 +225	+1%	+$10.9K	0.02%	196
2022 Q3	$743K	Hold	17,265	–	–	0.02%	203
2022 Q2	$786K	Buy	17,265 +247	+1%	+$11.2K	0.02%	207
2022 Q1	$755K	Buy	17,018 +1	+0%	+$40	0.02%	229
2021 Q4	$623K	Hold	17,017	–	–	0.01%	257
2021 Q3	$553K	Buy	17,017 +13,928	+451%	+$459K	0.01%	265
2021 Q2	$102K	Buy	+3,089	New	+$107K	﹤0.01%	478
2019 Q1	–	Sell	-101	Closed	-$2K	–	273
2018 Q4	$2K	Buy	+101	New	+$2.27K	0.01%	145

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HM Payson & Co's WRB Position: Q2 2026 in Review

HM Payson & Co held its W.R. Berkley (WRB) position steady in Q2 2026 at 18,104 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #208.

HM Payson & Co first reported a position in WRB in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.38M in Q3 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

HM Payson & Co held 18,104 shares of W.R. Berkley worth $1.28M as of Q2 2026.
HM Payson & Co left its W.R. Berkley share count unchanged in Q2 2026.
W.R. Berkley made up 0.02% of HM Payson & Co's portfolio in Q2 2026, its #208 holding.
HM Payson & Co first reported a position in W.R. Berkley in Q4 2018 and has held it in 22 quarters since.
HM Payson & Co's W.R. Berkley position peaked at $1.38M in Q3 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.