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HRT Financial’s W.R. Berkley WRB Stock Holding History

HRT Financial’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 		– Sell
-176,640
Closed -$11.7M – 5484
2026
Q1 		$11.7M Buy
+176,640
New +$12.2M 0.03% 555
2025
Q1 		– Sell
-8,948
Closed -$523K – 3497
2024
Q4 		$523K Sell
8,948
-210,999
-96% -$12.6M ﹤0.01% 1414
2024
Q3 		$12.5M Buy
219,947
+212,099
+2,703% +$11.9M 0.06% 199
2024
Q2 		$411K Buy
+7,848
New +$420K ﹤0.01% 1376
2023
Q4 		– Sell
-41,493
Closed -$1.76M – 3172
2023
Q3 		$1.76M Sell
41,493
-80,669
-66% -$3.34M 0.02% 670
2023
Q2 		$4.85M Sell
122,162
-35,599
-23% -$1.4M 0.05% 292
2023
Q1 		$6.55M Buy
+157,761
New +$7.06M 0.08% 198
2022
Q3 		– Sell
-69,054
Closed -$3.14M – 3588
2022
Q2 		$3.14M Buy
+69,054
New +$3.14M 0.03% 403
2022
Q1 		– Sell
-169,826
Closed -$6.22M – 3971
2021
Q4 		$6.22M Buy
169,826
+81,347
+92% +$2.88M 0.04% 233
2021
Q3 		$2.88M Buy
88,479
+32,346
+58% +$1.07M 0.02% 526
2021
Q2 		$1.86M Buy
+56,133
New +$1.94M 0.02% 663
2021
Q1 		– Sell
-23,220
Closed -$685K – 3213
2020
Q4 		$685K Buy
+23,220
New +$670K 0.01% 856
2020
Q3 		– Sell
-48,960
Closed -$1.25M – 2427
2020
Q2 		$1.25M Sell
48,960
-7,038
-13% -$173K 0.04% 481
2020
Q1 		$1.3M Buy
+55,998
New +$1.67M 0.08% 215
2019
Q4 		– Sell
-26,595
Closed -$853K – 1710
2019
Q3 		$853K Buy
+26,595
New +$831K 0.04% 429
2017
Q4 		– Sell
-14,499
Closed -$286K – 161
2017
Q3 		$286K Buy
+14,499
New +$290K 0.35% 46

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

HRT Financial's WRB Position: Q2 2026 in Review

HRT Financial sold out of W.R. Berkley (WRB) in Q2 2026, closing a stake of 176,640 shares — an estimated $11.7M sold.

HRT Financial first reported a position in WRB in Q3 2017 and held it in 16 quarters. The position peaked at $12.5M in Q3 2024. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • HRT Financial reported no remaining W.R. Berkley position as of Q2 2026 after selling out during the quarter.
  • HRT Financial sold 176,640 W.R. Berkley shares in Q2 2026, an estimated $11.7M.
  • HRT Financial first reported a position in W.R. Berkley in Q3 2017 and held it in 16 quarters.
  • HRT Financial's W.R. Berkley position peaked at $12.5M in Q3 2024.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.