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W. R. Berkley (WRB) Institutional Ownership

$78.57
-0.72 (-0.91%)
(As of 05/28/2024 ET)

Institutional Ownership Changes (13F Filings) for W. R. Berkley (NYSE:WRB)

Current
Institutional Ownership
Percentage
68.82%
Number of
Institutional Buyers
(last 12 months)
410
Total
Institutional Inflows
(last 12 months)
$1.84B
Number of
Institutional Sellers
(last 12 months)
275
Total
Institutional Outflows
(last 12 months)
$937.94M
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WRB Institutional Buying and Selling by Quarter

W. R. Berkley Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/28/2024 Boston Partners104,766$9.26M0.0%-6.5%0.041%
5/28/2024Teachers Retirement System of The State of Kentucky16,691$1.48M0.0%-5.2%0.007%
5/24/2024 Cetera Advisors LLC10,940$968K0.0%N/A0.004%
5/24/2024 Cetera Investment Advisers43,339$3.83M0.0%+224.2%0.017%
5/24/2024PGGM Investments54,797$4.85M0.1%-6.2%0.021%
5/22/2024 Burney Co.79,082$6.99M0.3%+1.4%0.031%
5/21/2024 Atria Investments Inc50,637$4.48M0.1%+0.4%0.020%
5/21/2024 Swedbank AB9,844$871K0.0%N/A0.004%
5/21/2024 Delphi Management Inc. MA20,877$1.85M1.4%-2.1%0.008%
5/20/2024 Virtu Financial LLC9,785$865K0.1%N/A0.004%
5/17/2024 iA Global Asset Management Inc.15,996$1.42M0.0%-21.9%0.006%
5/17/2024 Comerica Bank54,421$4.81M0.0%-1.3%0.021%
5/17/2024 Hancock Whitney Corp103,500$9.15M0.3%N/A0.040%
5/17/2024 Tidal Investments LLC7,605$672K0.0%-27.2%0.003%
5/16/2024 California State Teachers Retirement System314,254$27.79M0.0%-0.3%0.123%
5/16/2024 B. Riley Wealth Advisors Inc.6,006$531K0.0%+96.8%0.002%
5/16/2024 Interval Partners LP89,390$7.91M0.2%-21.1%0.035%
5/16/2024 Jacobs Levy Equity Management Inc.66,741$5.90M0.0%-78.2%0.026%
5/16/2024 Janus Henderson Group PLC7,456,272$659.43M0.4%-6.5%2.916%
5/16/2024 Silvercrest Asset Management Group LLC2,345$207K0.0%N/A0.001%
5/15/2024 Public Employees Retirement System of Ohio82,466$7.29M0.0%-6.6%0.032%
5/15/2024 Public Employees Retirement Association of Colorado283,681$25.09M0.1%+5.1%0.111%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund6,688$591K0.0%-7.9%0.003%
5/15/2024 Kentucky Retirement Systems15,391$1.36M0.0%-5.6%0.006%
5/15/2024 Price T Rowe Associates Inc. MD274,112$24.24M0.0%+1.6%0.107%
5/15/2024 Magnetar Financial LLC8,550$756K0.0%N/A0.003%
5/15/2024 Lazard Asset Management LLC58,485$5.17M0.0%+16.8%0.023%
5/15/2024 LRI Investments LLC2,686$238K0.0%N/A0.001%
5/15/2024 1832 Asset Management L.P.1,903,467$168.34M0.1%-2.3%0.745%
5/15/2024 Quadrature Capital Ltd6,449$570K0.0%-49.5%0.003%
5/15/2024 Gamco Investors INC. ET AL58,409$5.17M0.1%-1.0%0.023%
5/14/2024 JT Stratford LLC13,858$1.23M0.2%+33.5%0.005%
5/14/2024 Toronto Dominion Bank121,508$10.75M0.0%+1.6%0.048%
5/14/2024 Advisors Asset Management Inc.4,430$392K0.0%+95.4%0.002%
5/14/2024 Axxcess Wealth Management LLC10,974$971K0.0%+8.9%0.004%
5/14/2024 Forte Capital LLC ADV77,951$6.89M0.9%+0.7%0.030%
5/14/2024 Shell Asset Management Co.4,384$388K0.0%N/A0.002%
5/14/2024 Maren Capital LLC605,778$53.58M5.2%+13.0%0.237%
5/14/2024 Evermay Wealth Management LLC740$65K0.0%N/A0.000%
5/14/2024 Natixis170,534$15.08M0.1%+924.6%0.067%
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5/14/2024 CANADA LIFE ASSURANCE Co175,216$15.51M0.0%-5.2%0.069%
5/14/2024 American International Group Inc.52,981$4.69M0.0%-0.8%0.021%
5/13/2024 Bessemer Group Inc.16,903$1.50M0.0%+686.2%0.007%
5/13/2024 UniSuper Management Pty Ltd13,348$1.18M0.0%+448.8%0.005%
5/13/2024 O Shaughnessy Asset Management LLC29,845$2.64M0.0%+9.1%0.012%
5/13/2024 Ameritas Investment Partners Inc.33,906$3.00M0.1%-0.8%0.013%
5/11/2024 Covestor Ltd546$48K0.0%+173.0%0.000%
5/11/2024 Cynosure Group LLC3,670$325K0.1%N/A0.001%
5/11/2024 Edgestream Partners L.P.18,330$1.62M0.1%-11.5%0.007%
5/10/2024 Vanguard Group Inc.24,439,361$2.16B0.0%+0.8%9.559%
5/10/2024 Intech Investment Management LLC97,749$8.65M0.1%+16.6%0.038%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp184,538$16.32M0.0%-5.8%0.072%
5/10/2024 Cumberland Partners Ltd13,000$1.15M0.1%-35.0%0.005%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.244,170$21.59M0.0%+19.3%0.095%
5/9/2024 State Board of Administration of Florida Retirement System251,299$22.23M0.0%+3.5%0.098%
5/9/2024 Koshinski Asset Management Inc.3,404$301K0.0%N/A0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.477,774$42.25M0.1%+190.4%0.186%
5/8/2024 Advisors Preferred LLC37,416$3.27M0.6%N/A0.015%
5/8/2024 Bleakley Financial Group LLC18,820$1.66M0.0%+9.1%0.007%
5/8/2024 ProShare Advisors LLC39,257$3.47M0.0%-6.7%0.015%
5/8/2024 Cognios Beta Neutral Large Cap Fund LP2,327$206K0.3%-68.5%0.001%
5/8/2024 Avantax Advisory Services Inc.6,132$542K0.0%+29.6%0.002%
5/8/2024 US Bancorp DE10,841$959K0.0%+6.7%0.004%
5/8/2024 Isthmus Partners LLC156,889$13.88M1.6%-3.9%0.061%
5/8/2024 Russell Investments Group Ltd.436,055$38.56M0.1%-5.5%0.170%
5/8/2024 QRG Capital Management Inc.81,661$7.22M0.1%+3.3%0.032%
5/8/2024 Headlands Technologies LLC1,226$108K0.0%N/A0.000%
5/8/2024 Inspire Investing LLC17,962$1.59M0.2%-16.2%0.007%
5/7/2024 Meeder Advisory Services Inc.2,268$201K0.0%N/A0.001%
5/7/2024 Sei Investments Co.194,364$17.19M0.0%+59.6%0.076%
5/7/2024 Atomi Financial Group Inc.4,152$367K0.0%+7.0%0.002%
5/7/2024 Anchor Capital Advisors LLC968,233$85.63M2.2%+0.3%0.377%
5/7/2024 Montag A & Associates Inc.58,883$5.21M0.3%-1.3%0.023%
5/7/2024 Swiss National Bank617,775$54.64M0.0%-4.1%0.241%
5/7/2024 Forsta AP Fonden47,900$4.24M0.0%+17.1%0.019%
5/7/2024 Oppenheimer & Co. Inc.2,275$201K0.0%N/A0.001%
5/7/2024 SG Americas Securities LLC34,963$3.09M0.0%+201.3%0.014%
5/7/2024 Empowered Funds LLC13,930$1.23M0.0%-48.4%0.005%
5/7/2024 Corbyn Investment Management Inc. MD86,919$7.69M3.4%-0.7%0.034%
5/6/2024 Quantbot Technologies LP6,724$595K0.0%N/A0.003%
5/6/2024 Envestnet Portfolio Solutions Inc.39,655$3.51M0.0%-4.5%0.015%
5/6/2024 Empirical Finance LLC7,045$623K0.0%+3.6%0.003%
5/6/2024 Advisory Services Network LLC41,187$3.64M0.1%+4.5%0.016%
5/6/2024 Texas Permanent School Fund Corp41,897$3.71M0.0%-0.4%0.016%
5/4/2024 WBI Investments LLC83,649$7.40M1.5%+103.1%0.033%
5/3/2024 Chevy Chase Trust Holdings LLC112,608$9.96M0.0%-1.3%0.044%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S72,569$6.42M0.1%+606.2%0.028%
5/3/2024 Central Pacific Bank Trust Division21,737$1.90M0.2%N/A0.008%
5/2/2024 Chase Investment Counsel Corp17,918$1.58M0.6%N/A0.007%
5/2/2024 Mutual of America Capital Management LLC26,571$2.35M0.0%-2.5%0.010%
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5/2/2024 Wright Investors Service Inc.5,334$472K0.1%-3.8%0.002%
5/2/2024 Daiwa Securities Group Inc.36,109$3.19M0.0%+3.3%0.014%
5/2/2024 Nordea Investment Management AB13,959$1.24M0.0%+5.6%0.005%
5/2/2024 Almanack Investment Partners LLC.12,198$1.08M0.2%-7.9%0.005%
5/2/2024 Tobam51,160$4.53M0.4%-0.6%0.020%
5/2/2024 Tokio Marine Asset Management Co. Ltd.6,433$569K0.0%+23.2%0.003%
5/2/2024 Pullen Investment Management LLC16,011$1.42M1.2%N/A0.006%
5/1/2024 Smith Shellnut Wilson LLC ADV2,805$248K0.1%N/A0.001%
5/1/2024 Janney Montgomery Scott LLC163,470$14.46M0.0%+3.4%0.064%
5/1/2024 BNP Paribas Financial Markets246,767$21.82M0.0%-8.8%0.096%
(Data available from 1/1/2016 forward)

WRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WRB shares?

During the previous two years, 782 institutional investors and hedge funds held shares of W. R. Berkley. The most heavily invested institutionals were Vanguard Group Inc. ($2.16B), Morgan Stanley ($829.51M), BlackRock Inc. ($822.88M), Janus Henderson Group PLC ($659.43M), State Street Corp ($642.73M), Kayne Anderson Rudnick Investment Management LLC ($432.95M), and Victory Capital Management Inc. ($409.74M).Learn more on WRB's institutional investors.

What percentage of W. R. Berkley stock is owned by institutional investors?

68.82% of W. R. Berkley stock is owned by institutional investors. Learn more on WRB's institutional investor holdings.

Which institutional investors have been buying W. R. Berkley stock?

Of the 679 institutional investors that purchased W. R. Berkley stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($3.02M), Victory Capital Management Inc. ($2.17M), The Manufacturers Life Insurance Company ($1.76M), Envestnet Asset Management Inc. ($1.71M), JPMorgan Chase & Co. ($1.47M), Confluence Investment Management LLC ($1.28M), and Los Angeles Capital Management LLC ($1.05M).

How much institutional buying is happening at W. R. Berkley?

Institutional investors have bought a total of 50,827,225 shares in the last 24 months. This purchase volume represents approximately $3.41B in transactions.

Which W. R. Berkley major shareholders have been selling company stock?

Of the 447 institutional investors that sold W. R. Berkley stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($4.64M), Citigroup Inc. ($2.01M), BloombergSen Inc. ($1.68M), Envestnet Asset Management Inc. ($1.47M), BlackRock Inc. ($924.96K), State Street Corp ($918.46K), and First Eagle Investment Management LLC ($767.91K).

How much institutional selling is happening at W. R. Berkley?

Institutional investors have sold a total of 32,135,655 shares in the last 24 months. This volume of shares sold represents approximately $2.13B in transactions.


This page (NYSE:WRB) was last updated on 5/28/2024 by MarketBeat.com Staff

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