HSBC Holdings
WRB icon

HSBC Holdings’s W.R. Berkley WRB Stock Holding History

HSBC 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
2013
Q3 		– Sell
-15,903
Closed -$193K – 1789
2013
Q2 		$193K Buy
+15,903
New +$200K ﹤0.01% 1448

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

HSBC Holdings's WRB Position: Q1 2026 in Review

HSBC Holdings reduced its W.R. Berkley (WRB) stake by 36% in Q1 2026, selling an estimated $43.6M and leaving 1,103,332 shares worth $73.2M. The position accounts for 0.04% of the portfolio, ranked #409.

HSBC Holdings first reported a position in WRB in Q2 2013 and has held it in 52 quarters since. The position peaked at $122M in Q4 2025. 920 funds tracked by Wall St. Rank hold WRB as of Q1 2026.

  • HSBC Holdings held 1,103,332 shares of W.R. Berkley worth $73.2M as of Q1 2026.
  • HSBC Holdings sold 632,626 W.R. Berkley shares in Q1 2026, an estimated $43.6M.
  • W.R. Berkley made up 0.04% of HSBC Holdings's portfolio in Q1 2026, its #409 holding.
  • HSBC Holdings first reported a position in W.R. Berkley in Q2 2013 and has held it in 52 quarters since.
  • HSBC Holdings's W.R. Berkley position peaked at $122M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.