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W.R. Berkley (WRB) Institutional Ownership

W.R. Berkley logo
$72.94 +0.66 (+0.91%)
Closing price 03:59 PM Eastern
Extended Trading
$72.82 -0.12 (-0.17%)
As of 06:40 PM Eastern
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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)
747
Total
Institutional Inflows
(last 12 months)
$4.70B
Number of
Institutional Sellers
(last 12 months)
412
Total
Institutional Outflows
(last 12 months)
$2.01B
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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025 Osaic Holdings Inc.51,732$3.80M0.0%+24.2%0.014%
9/3/2025American Trust25,137$1.85M0.2%N/A0.007%
8/29/2025 Total Investment Management Inc.708$52K0.0%N/A0.000%
8/27/2025 Orion Porfolio Solutions LLC14,189$1.04M0.0%+10.4%0.004%
8/27/2025 Squarepoint Ops LLC8,059$592K0.0%-55.1%0.002%
8/26/2025 Thrivent Financial for Lutherans96,792$7.11M0.0%+3.0%0.026%
8/22/2025 Stance Capital LLC10,106$742K0.3%N/A0.003%
8/20/2025 Kentucky Retirement Systems18,825$1.38M0.0%-6.2%0.005%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund7,990$587K0.0%-6.5%0.002%
8/19/2025 B. Riley Wealth Advisors Inc.4,498$330K0.0%N/A0.001%
8/19/2025 Newbridge Financial Services Group Inc.22,082$1.62M0.3%+1,428.2%0.006%
8/19/2025 Advisory Services Network LLC59,668$4.11M0.1%-1.6%0.016%
8/19/2025 State of Wyoming4,992$367K0.0%-56.6%0.001%
8/19/2025 Pitcairn Co.15,556$1.14M0.1%-15.0%0.004%
8/18/2025 Hudson Bay Capital Management LP150,225$11.04M0.0%N/A0.040%
8/18/2025 Nomura Holdings Inc.3,176$233K0.0%-66.5%0.001%
8/18/2025 Cornerstone Financial Group LLC NE 3,727$274K0.2%-5.6%0.001%
8/18/2025 CYBER HORNET ETFs LLC777$57K0.0%N/A0.000%
8/16/2025 Parr Mcknight Wealth Management Group LLC20,366$1.50M0.2%-1.7%0.005%
8/16/2025 Public Sector Pension Investment Board61,781$4.54M0.0%-23.0%0.016%
8/16/2025 Evergreen Capital Management LLC3,226$237K0.0%+9.5%0.001%
8/15/2025 CANADA LIFE ASSURANCE Co260,876$19.19M0.0%+19.1%0.069%
8/15/2025 Tower Research Capital LLC TRC 11,397$837K0.0%-25.9%0.003%
8/15/2025 MUFG Securities EMEA plc885$65K0.0%N/A0.000%
8/15/2025 Fairfield Bush & CO.15,388$1.13M0.6%-7.7%0.004%
8/15/2025 Corient Private Wealth LLC157,425$11.57M0.0%-9.0%0.042%
8/15/2025 State of Tennessee Department of Treasury126,966$9.33M0.0%+54.7%0.033%
8/15/2025 Captrust Financial Advisors958,384$70.41M0.2%-2.1%0.253%
8/15/2025 Keel Point LLC3,092$227K0.0%-17.6%0.001%
8/15/2025 Vident Advisory LLC36,193$2.66M0.0%-12.9%0.010%
8/15/2025 Visionary Wealth Advisors5,937$436K0.0%N/A0.002%
8/15/2025 Tidal Investments LLC18,230$1.34M0.0%-27.6%0.005%
8/15/2025 Scott Marsh Financial LLC10,772$791K0.3%N/A0.003%
8/15/2025 Smartleaf Asset Management LLC2,178$157K0.0%-57.5%0.001%
8/15/2025 Snowden Capital Advisors LLC7,242$532K0.0%-10.3%0.002%
8/15/2025 Royal London Asset Management Ltd.2,738,612$201.21M0.5%+4.6%0.722%
8/15/2025 Rafferty Asset Management LLC99,648$7.32M0.0%+1.2%0.026%
8/15/2025 Orion Porfolio Solutions LLC14,189$1.04M0.0%+10.4%0.004%
8/15/2025 MML Investors Services LLC47,836$3.52M0.0%+1.3%0.013%
8/15/2025 Man Group plc124,375$9.14M0.0%-16.8%0.033%
8/15/2025 Lazard Asset Management LLC24,629$1.81M0.0%+1.3%0.006%
8/15/2025 Holocene Advisors LP403,112$29.62M0.1%N/A0.106%
8/15/2025 Hudson Bay Capital Management LP150,225$11.04M0.0%N/A0.040%
8/15/2025 ICONIQ Capital LLC2,840$209K0.0%-9.0%0.001%
8/15/2025 Fullerton Fund Management Co Ltd.9,157$673K0.0%+11.4%0.002%
8/15/2025 Gilder Gagnon Howe & Co. LLC243,316$17.88M0.2%-0.6%0.064%
8/15/2025 EP Wealth Advisors LLC28,100$2.07M0.0%-15.4%0.007%
8/15/2025 Curi Capital LLC212,066$15.58M0.3%N/A0.056%
8/15/2025 Benjamin Edwards Inc.125,733$9.24M0.1%-4.5%0.033%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S13,498$992K0.0%+36.8%0.004%
8/15/2025 BNP Paribas Financial Markets319,306$23.46M0.0%-56.1%0.084%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp47,741$3.51M0.0%-18.1%0.013%
8/15/2025 Brevan Howard Capital Management LP44,522$3.27M0.0%+9.0%0.012%
8/15/2025 Balyasny Asset Management L.P.2,561,230$188.17M0.3%-6,503.1%0.675%
8/15/2025 Bank of America Corp DE2,683,600$197.16M0.0%-23.0%0.708%
8/15/2025 Adage Capital Partners GP L.L.C.274,525$20.17M0.0%N/A0.072%
8/15/2025 Ameriprise Financial Inc.116,698$8.57M0.0%-20.6%0.031%
8/15/2025 AQR Capital Management LLC1,787,573$131.33M0.1%+15.9%0.471%
8/14/2025 Lighthouse Investment Partners LLC91,733$6.74M0.3%+248.8%0.024%
8/14/2025 California State Teachers Retirement System399,516$29.35M0.0%-6.2%0.105%
8/14/2025 Raymond James Financial Inc.1,411,918$103.73M0.0%-4.6%0.372%
8/14/2025 Canada Pension Plan Investment Board76,500$5.62M0.0%-17.7%0.020%
8/14/2025 Quantinno Capital Management LP172,180$12.65M0.1%+21.9%0.045%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.36,400$2.67M0.0%-2.5%0.010%
8/14/2025 Diversify Wealth Management LLC23,112$1.62M0.1%+6.3%0.006%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,431$105K0.0%-79.4%0.000%
8/14/2025 Diversify Advisory Services LLC4,440$311K0.0%-4.2%0.001%
8/14/2025 Alliancebernstein L.P.331,236$24.34M0.0%-8.0%0.087%
8/14/2025 Peapack Gladstone Financial Corp5,162$379K0.0%-6.5%0.001%
8/14/2025 7G Capital Management LLC100,000$7.35M5.7%+0.9%0.026%
8/14/2025 Ieq Capital LLC59,206$4.35M0.0%+32.3%0.016%
8/14/2025 Osterweis Capital Management Inc.6,331$465K0.0%+19.7%0.002%
8/14/2025 Treasurer of the State of North Carolina141,847$10.42M0.0%+5.5%0.037%
8/14/2025 The Manufacturers Life Insurance Company 2,033,886$149.43M0.1%-25.6%0.536%
8/14/2025 Sei Investments Co.280,965$20.64M0.0%+8.2%0.074%
8/14/2025 Frontier Capital Management Co. LLC149,784$11.01M0.1%-0.3%0.039%
8/14/2025 NewEdge Advisors LLC9,825$722K0.0%+12.0%0.003%
8/14/2025 Investment Management Corp of Ontario7,401$544K0.0%-14.0%0.002%
8/14/2025 iSAM Funds UK Ltd13,137$965K0.2%-42.5%0.003%
8/14/2025 AXA S.A.85,347$6.27M0.0%-6.9%0.023%
8/14/2025 Lombard Odier Asset Management Switzerland SA30,182$2.22M0.1%+13.9%0.008%
8/14/2025 State Street Corp14,771,509$1.09B0.0%-1.5%3.895%
8/14/2025 Daiwa Securities Group Inc.69,858$5.13M0.0%+18.1%0.018%
8/14/2025 Financial Strategies Group Inc.111,593$7.69M1.6%-1.5%0.029%
8/14/2025 L2 Asset Management LLC9,962$732K0.1%+139.5%0.003%
8/14/2025 Bank of Nova Scotia173,143$12.72M0.0%+340.6%0.046%
8/14/2025 California Public Employees Retirement System1,177,271$86.49M0.1%-13.9%0.310%
8/14/2025 Cary Street Partners Financial LLC586$43K0.0%+691.9%0.000%
8/14/2025 Cerity Partners LLC356,450$26.19M0.0%-7.9%0.094%
8/13/2025 Gabelli Funds LLC145,348$10.68M0.1%-2.1%0.038%
8/13/2025 Gamco Investors INC. ET AL91,992$6.76M0.1%-0.8%0.024%
8/13/2025 Cary Street Partners Investment Advisory LLC2,606$191K0.1%-10.7%0.001%
8/13/2025 Cresset Asset Management LLC21,757$1.60M0.0%+394.1%0.006%
8/13/2025 Brown Advisory Inc.7,920$582K0.0%-8.3%0.002%
8/13/2025 Amundi755,252$53.44M0.0%-34.8%0.199%
8/13/2025 Marshall Wace LLP178,745$13.13M0.0%-76.0%0.047%
8/13/2025 GeoWealth Management LLC14,198$1.04M0.0%N/A0.004%
8/13/2025 First Trust Advisors LP3,958,749$290.85M0.2%-11.5%1.044%
8/13/2025 EverSource Wealth Advisors LLC8,308$610K0.0%+2.3%0.002%
8/13/2025 Invesco Ltd.3,668,436$269.52M0.0%-11.9%0.967%
(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, 953 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 880 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 76,462,015 shares in the last 24 months. This purchase volume represents approximately $4.70B in transactions.

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

Of the 412 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 30,617,493 shares in the last 24 months. This volume of shares sold represents approximately $2.01B in transactions.


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This page (NYSE:WRB) was last updated on 9/4/2025 by MarketBeat.com Staff
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