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W.R. Berkley (WRB) Institutional Ownership

W.R. Berkley logo
$77.81 +0.04 (+0.05%)
Closing price 10/8/2025 03:59 PM Eastern
Extended Trading
$77.84 +0.03 (+0.04%)
As of 10/8/2025 06:45 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for W.R. Berkley (NYSE:WRB)

Current
Institutional Ownership
Percentage
68.82%
Number of
Institutional Buyers
(last 12 months)
743
Total
Institutional Inflows
(last 12 months)
$4.69B
Number of
Institutional Sellers
(last 12 months)
418
Total
Institutional Outflows
(last 12 months)
$2.02B
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WRB Institutional Buying and Selling by Quarter

W.R. Berkley Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Agate Pass Investment Management LLC36,526$2.80M1.1%-0.4%0.010%
10/8/2025Fiduciary Alliance LLC7,751$594K0.0%-5.0%0.002%
10/8/2025OLD Point Trust & Financial Services N A20,821$1.60M0.5%+6.5%0.005%
10/8/2025Wedmont Private Capital8,863$689K0.0%-10.0%0.002%
10/8/2025Czech National Bank76,103$5.83M0.0%+3.9%0.020%
10/7/2025 Heritage Family Offices LLP9,188$704K0.3%-10.1%0.002%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.761$58K0.1%-88.1%0.000%
10/7/2025 Sage Capital Advisors llc20,475$1.57M0.4%-1.1%0.005%
10/7/2025 Thrive Wealth Management LLC6,597$505K0.1%+3.2%0.002%
10/6/2025 Steph & Co.2,151$165K0.1%+9.3%0.001%
10/3/2025 Aaron Wealth Advisors LLC4,876$374K0.0%+52.0%0.001%
10/2/2025 GAMMA Investing LLC12,173$933K0.1%+8.5%0.003%
9/30/2025Rydar Equities Inc.7,795$573K0.5%N/A0.002%
9/26/2025Corient Private Wealth LLC156,931$11.53M0.0%-9.3%0.041%
9/24/2025Texas Permanent School Fund Corp20,944$1.54M0.0%-36.8%0.006%
9/22/2025Caldwell Trust Co43,161$3.17M0.3%N/A0.011%
9/12/2025Valeo Financial Advisors LLC4,637$341K0.0%-3.0%0.001%
9/4/2025Osaic Holdings Inc.51,732$3.80M0.0%+24.2%0.014%
9/3/2025American Trust25,137$1.85M0.2%N/A0.007%
8/29/2025Total Investment Management Inc.708$52K0.0%N/A0.000%
8/27/2025Orion Porfolio Solutions LLC14,189$1.04M0.0%+10.4%0.004%
8/27/2025Squarepoint Ops LLC8,059$592K0.0%-55.1%0.002%
8/26/2025Thrivent Financial for Lutherans96,792$7.11M0.0%+3.0%0.026%
8/22/2025Stance Capital LLC10,106$742K0.3%N/A0.003%
8/20/2025Kentucky Retirement Systems18,825$1.38M0.0%-6.2%0.005%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund7,990$587K0.0%-6.5%0.002%
8/19/2025B. Riley Wealth Advisors Inc.4,498$330K0.0%N/A0.001%
8/19/2025Newbridge Financial Services Group Inc.22,082$1.62M0.3%+1,428.2%0.006%
8/19/2025Advisory Services Network LLC59,668$4.11M0.1%-1.6%0.016%
8/19/2025State of Wyoming4,992$367K0.0%-56.6%0.001%
8/19/2025Pitcairn Co.15,556$1.14M0.1%-15.0%0.004%
8/18/2025Hudson Bay Capital Management LP150,225$11.04M0.0%N/A0.040%
8/18/2025Nomura Holdings Inc.3,176$233K0.0%-66.5%0.001%
8/18/2025Cornerstone Financial Group LLC NE 3,727$274K0.2%-5.6%0.001%
8/18/2025CYBER HORNET ETFs LLC777$57K0.0%N/A0.000%
8/16/2025Parr Mcknight Wealth Management Group LLC20,366$1.50M0.2%-1.7%0.005%
8/16/2025Public Sector Pension Investment Board61,781$4.54M0.0%-23.0%0.016%
8/16/2025Evergreen Capital Management LLC3,226$237K0.0%+9.5%0.001%
8/15/2025CANADA LIFE ASSURANCE Co260,876$19.19M0.0%+19.1%0.069%
8/15/2025Tower Research Capital LLC TRC 11,397$837K0.0%-25.9%0.003%
8/15/2025MUFG Securities EMEA plc885$65K0.0%N/A0.000%
8/15/2025Fairfield Bush & CO.15,388$1.13M0.6%-7.7%0.004%
8/15/2025Corient Private Wealth LLC157,425$11.57M0.0%-9.0%0.042%
8/15/2025State of Tennessee Department of Treasury126,966$9.33M0.0%+54.7%0.033%
8/15/2025Captrust Financial Advisors958,384$70.41M0.2%-2.1%0.253%
8/15/2025Keel Point LLC3,092$227K0.0%-17.6%0.001%
8/15/2025Vident Advisory LLC36,193$2.66M0.0%-12.9%0.010%
8/15/2025Visionary Wealth Advisors5,937$436K0.0%N/A0.002%
8/15/2025Tidal Investments LLC18,230$1.34M0.0%-27.6%0.005%
8/15/2025Scott Marsh Financial LLC10,772$791K0.3%N/A0.003%
8/15/2025Smartleaf Asset Management LLC2,178$157K0.0%-57.5%0.001%
8/15/2025Snowden Capital Advisors LLC7,242$532K0.0%-10.3%0.002%
8/15/2025Royal London Asset Management Ltd.2,738,612$201.21M0.5%+4.6%0.722%
8/15/2025Rafferty Asset Management LLC99,648$7.32M0.0%+1.2%0.026%
8/15/2025Orion Porfolio Solutions LLC14,189$1.04M0.0%+10.4%0.004%
8/15/2025MML Investors Services LLC47,836$3.52M0.0%+1.3%0.013%
8/15/2025Man Group plc124,375$9.14M0.0%-16.8%0.033%
8/15/2025Lazard Asset Management LLC24,629$1.81M0.0%+1.3%0.006%
8/15/2025Holocene Advisors LP403,112$29.62M0.1%N/A0.106%
8/15/2025Hudson Bay Capital Management LP150,225$11.04M0.0%N/A0.040%
8/15/2025ICONIQ Capital LLC2,840$209K0.0%-9.0%0.001%
8/15/2025Fullerton Fund Management Co Ltd.9,157$673K0.0%+11.4%0.002%
8/15/2025Gilder Gagnon Howe & Co. LLC243,316$17.88M0.2%-0.6%0.064%
8/15/2025EP Wealth Advisors LLC28,100$2.07M0.0%-15.4%0.007%
8/15/2025Curi Capital LLC212,066$15.58M0.3%N/A0.056%
8/15/2025Benjamin Edwards Inc.125,733$9.24M0.1%-4.5%0.033%
8/15/2025BI Asset Management Fondsmaeglerselskab A S13,498$992K0.0%+36.8%0.004%
8/15/2025BNP Paribas Financial Markets319,306$23.46M0.0%-56.1%0.084%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp47,741$3.51M0.0%-18.1%0.013%
8/15/2025Brevan Howard Capital Management LP44,522$3.27M0.0%+9.0%0.012%
8/15/2025Balyasny Asset Management L.P.2,561,230$188.17M0.3%-6,503.1%0.675%
8/15/2025Bank of America Corp DE2,683,600$197.16M0.0%-23.0%0.708%
8/15/2025Adage Capital Partners GP L.L.C.274,525$20.17M0.0%N/A0.072%
8/15/2025Ameriprise Financial Inc.116,698$8.57M0.0%-20.6%0.031%
8/15/2025AQR Capital Management LLC1,787,573$131.33M0.1%+15.9%0.471%
8/14/2025Lighthouse Investment Partners LLC91,733$6.74M0.3%+248.8%0.024%
8/14/2025California State Teachers Retirement System399,516$29.35M0.0%-6.2%0.105%
8/14/2025Raymond James Financial Inc.1,411,918$103.73M0.0%-4.6%0.372%
8/14/2025Canada Pension Plan Investment Board76,500$5.62M0.0%-17.7%0.020%
8/14/2025Quantinno Capital Management LP172,180$12.65M0.1%+21.9%0.045%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.36,400$2.67M0.0%-2.5%0.010%
8/14/2025Diversify Wealth Management LLC23,112$1.62M0.1%+6.3%0.006%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,431$105K0.0%-79.4%0.000%
8/14/2025Diversify Advisory Services LLC4,440$311K0.0%-4.2%0.001%
8/14/2025Alliancebernstein L.P.331,236$24.34M0.0%-8.0%0.087%
8/14/2025Peapack Gladstone Financial Corp5,162$379K0.0%-6.5%0.001%
8/14/20257G Capital Management LLC100,000$7.35M5.7%+0.9%0.026%
8/14/2025Ieq Capital LLC59,206$4.35M0.0%+32.3%0.016%
8/14/2025Osterweis Capital Management Inc.6,331$465K0.0%+19.7%0.002%
8/14/2025Treasurer of the State of North Carolina141,847$10.42M0.0%+5.5%0.037%
8/14/2025The Manufacturers Life Insurance Company 2,033,886$149.43M0.1%-25.6%0.536%
8/14/2025Sei Investments Co.280,965$20.64M0.0%+8.2%0.074%
8/14/2025Frontier Capital Management Co. LLC149,784$11.01M0.1%-0.3%0.039%
8/14/2025NewEdge Advisors LLC9,825$722K0.0%+12.0%0.003%
8/14/2025Investment Management Corp of Ontario7,401$544K0.0%-14.0%0.002%
8/14/2025iSAM Funds UK Ltd13,137$965K0.2%-42.5%0.003%
8/14/2025AXA S.A.85,347$6.27M0.0%-6.9%0.023%
8/14/2025Lombard Odier Asset Management Switzerland SA30,182$2.22M0.1%+13.9%0.008%
8/14/2025State Street Corp14,771,509$1.09B0.0%-1.5%3.895%
8/14/2025Daiwa Securities Group Inc.69,858$5.13M0.0%+18.1%0.018%
(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, 955 institutional investors and hedge funds held shares of W.R. Berkley. The most heavily invested institutionals were Vanguard Group Inc. ($2.72B), State Street Corp ($1.09B), Kayne Anderson Rudnick Investment Management LLC ($838.81M), Morgan Stanley ($829.51M), Geode Capital Management LLC ($599.27M), Janus Henderson Group PLC ($582.68M), and JPMorgan Chase & Co. ($534.44M).Learn more on W.R. Berkley's institutional investors.

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

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

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

Of the 882 institutional investors that purchased W.R. Berkley's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($12.69M), Principal Financial Group Inc. ($7.28M), State Street Corp ($4.95M), The Manufacturers Life Insurance Company ($4.51M), Janus Henderson Group PLC ($3.83M), JPMorgan Chase & Co. ($3.20M), and Geode Capital Management LLC ($2.85M).

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

Institutional investors have bought a total of 76,250,271 shares in the last 24 months. This purchase volume represents approximately $4.69B in transactions.

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

Of the 418 institutional investors that sold W.R. Berkley's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Trust Advisors LP ($3.76M), Victory Capital Management Inc. ($3.30M), The Manufacturers Life Insurance Company ($2.75M), Janus Henderson Group PLC ($1.36M), Caisse DE Depot ET Placement DU Quebec ($1.17M), Invesco Ltd. ($884.58K), and Wellington Management Group LLP ($865.52K).

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

Institutional investors have sold a total of 30,640,152 shares in the last 24 months. This volume of shares sold represents approximately $2.02B in transactions.


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This page (NYSE:WRB) was last updated on 10/9/2025 by MarketBeat.com Staff
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