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Horizon Financial Services’s W.R. Berkley WRB Stock Holding History

Horizon Financial Services’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 		$54.9K Buy
778
+143
+23% +$9.58K 0.02% 139
2026
Q1 		$42.1K Buy
635
+367
+137% +$25.3K 0.02% 113
2025
Q4 		$18.8K Buy
268
+34
+15% +$2.51K 0.01% 144
2025
Q3 		$17.9K Buy
234
+192
+457% +$13.7K 0.01% 144
2025
Q2 		$3.09K Buy
42
+19
+83% +$1.36K ﹤0.01% 188
2025
Q1 		$1.64K Buy
+23
New +$1.41K ﹤0.01% 180
2022
Q1 		– Sell
-185
Closed -$6.76K – 120
2021
Q4 		$6.76K Hold
185
– – ﹤0.01% 99
2021
Q3 		$6K Hold
185
– – ﹤0.01% 116
2021
Q2 		$6K Hold
185
– – ﹤0.01% 105
2021
Q1 		$6K Hold
185
– – 0.01% 75
2020
Q4 		$5K Hold
185
– – ﹤0.01% 68
2020
Q3 		$5K Buy
+185
New +$5.07K ﹤0.01% 66

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 $3.37T AUM 44.26% 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

Horizon Financial Services's WRB Position: Q2 2026 in Review

Horizon Financial Services increased its W.R. Berkley (WRB) stake by 23% in Q2 2026, buying an estimated $9.58K and bringing the position to 778 shares worth $54.9K. The position accounts for 0.02% of the portfolio, ranked #139.

Horizon Financial Services first reported a position in WRB in Q3 2020 and has held it in 12 quarters since. 952 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Horizon Financial Services held 778 shares of W.R. Berkley worth $54.9K as of Q2 2026.
  • Horizon Financial Services bought 143 W.R. Berkley shares in Q2 2026, an estimated $9.58K.
  • W.R. Berkley made up 0.02% of Horizon Financial Services's portfolio in Q2 2026, its #139 holding.
  • Horizon Financial Services first reported a position in W.R. Berkley in Q3 2020 and has held it in 12 quarters since.
  • 952 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.