HI
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Horizon Investments’s W.R. Berkley WRB Stock Holding History

Horizon Investments’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 		$1.64M Buy
23,288
+2,625
+13% +$176K 0.02% 582
2026
Q1 		$1.37M Sell
20,663
-18,060
-47% -$1.24M 0.02% 581
2025
Q4 		$2.72M Buy
38,723
+1,654
+4% +$122K 0.03% 400
2025
Q3 		$2.84M Sell
37,069
-2,504
-6% -$178K 0.04% 363
2025
Q2 		$2.91M Buy
39,573
+35,234
+812% +$2.53M 0.05% 296
2025
Q1 		$309K Buy
4,339
+195
+5% +$12K 0.01% 459
2024
Q4 		$243K Buy
4,144
+65
+2% +$3.89K 0.01% 497
2024
Q3 		$231K Sell
4,079
-297
-7% -$16.7K 0.01% 514
2024
Q2 		$153K Sell
4,376
-765
-15% -$41K ﹤0.01% 588
2024
Q1 		$303K Buy
5,141
+743
+17% +$40.2K 0.01% 445
2023
Q4 		$207K Sell
4,398
-36
-0.8% -$1.64K 0.01% 517
2023
Q3 		$188K Buy
4,434
+57
+1% +$2.36K 0.01% 526
2023
Q2 		$174K Sell
4,377
-926
-17% -$36.4K 0.01% 550
2023
Q1 		$220K Sell
5,303
-8,257
-61% -$369K 0.01% 488
2022
Q4 		$652K Sell
13,560
-1,095
-7% -$52.8K 0.02% 310
2022
Q3 		$631K Buy
14,655
+4,242
+41% +$184K 0.02% 286
2022
Q2 		$474K Buy
+10,413
New +$473K 0.02% 294

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 Investments's WRB Position: Q2 2026 in Review

Horizon Investments increased its W.R. Berkley (WRB) stake by 13% in Q2 2026, buying an estimated $176K and bringing the position to 23,288 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #582.

Horizon Investments first reported a position in WRB in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.91M in Q2 2025. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Horizon Investments held 23,288 shares of W.R. Berkley worth $1.64M as of Q2 2026.
  • Horizon Investments bought 2,625 W.R. Berkley shares in Q2 2026, an estimated $176K.
  • W.R. Berkley made up 0.02% of Horizon Investments's portfolio in Q2 2026, its #582 holding.
  • Horizon Investments first reported a position in W.R. Berkley in Q2 2022 and has held it in 17 quarters since.
  • Horizon Investments's W.R. Berkley position peaked at $2.91M in Q2 2025.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.