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

Hughes 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 		$3.88K Buy
55
+19
+53% +$1.27K ﹤0.01% 587
2026
Q1 		$2.39K Buy
36
+2
+6% +$138 ﹤0.01% 556
2025
Q4 		$2.38K Sell
34
-19
-36% -$1.4K ﹤0.01% 507
2025
Q3 		$4.02K Buy
53
+15
+39% +$1.07K ﹤0.01% 423
2025
Q2 		$2.68K Buy
38
+7
+23% +$502 ﹤0.01% 495
2025
Q1 		$2.18K Buy
+31
New +$1.9K ﹤0.01% 556

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 $3.38T AUM 44.17% 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

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

Hughes Financial Services increased its W.R. Berkley (WRB) stake by 53% in Q2 2026, buying an estimated $1.27K and bringing the position to 55 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Hughes Financial Services first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.02K in Q3 2025. 953 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Hughes Financial Services held 55 shares of W.R. Berkley worth $3.88K as of Q2 2026.
  • Hughes Financial Services bought 19 W.R. Berkley shares in Q2 2026, an estimated $1.27K.
  • W.R. Berkley made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #587 holding.
  • Hughes Financial Services first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's W.R. Berkley position peaked at $4.02K in Q3 2025.
  • 953 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

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