Free Trial

W.R. Berkley (WRB) Institutional Ownership

W.R. Berkley logo
$68.95 +0.41 (+0.60%)
Closing price 07/25/2025 03:59 PM Eastern
Extended Trading
$68.99 +0.04 (+0.06%)
As of 07/25/2025 06:04 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.

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

Current
Institutional Ownership
Percentage
68.82%
Number of
Institutional Buyers
(last 12 months)
714
Total
Institutional Inflows
(last 12 months)
$3.93B
Number of
Institutional Sellers
(last 12 months)
358
Total
Institutional Outflows
(last 12 months)
$1.59B
Get WRB Insider Trade Alerts

Want to know when executives and insiders are buying or selling W.R. Berkley stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
7/25/2025Heartland Bank & Trust Co4,396$323K0.2%-3.6%0.001%
7/25/2025NorthRock Partners LLC5,058$373K0.0%+25.1%0.001%
7/25/2025Verdence Capital Advisors LLC77,529$5.70M0.4%+9.7%0.020%
7/25/2025Envestnet Portfolio Solutions Inc.19,309$1.42M0.0%-10.1%0.005%
7/25/2025Sequoia Financial Advisors LLC4,088$300K0.0%+12.1%0.001%
7/25/2025Vest Financial LLC69,890$5.14M0.1%+58.2%0.018%
7/25/2025Yousif Capital Management LLC37,210$2.73M0.0%-1.9%0.010%
7/25/2025Griffin Asset Management Inc.51,725$3.80M0.4%-2.8%0.014%
7/25/2025MGO One Seven LLC28,840$2.12M0.1%+144.3%0.008%
7/25/2025Allspring Global Investments Holdings LLC13,816$1.01M0.0%-86.7%0.004%
7/25/2025CWM LLC306,484$22.52M0.1%-4.8%0.081%
7/25/2025Board of the Pension Protection Fund6,100$448K0.5%-37.8%0.002%
7/25/2025Vanguard Personalized Indexing Management LLC39,456$2.94M0.0%+21.4%0.010%
7/25/2025Concurrent Investment Advisors LLC3,596$264K0.0%+9.1%0.001%
7/25/2025Apollon Wealth Management LLC5,567$409K0.0%+16.5%0.001%
7/25/2025Fifth Third Wealth Advisors LLC6,357$467K0.0%-5.4%0.002%
7/24/2025 Inspire Investing LLC15,545$1.14M0.1%+256.0%0.004%
7/24/2025 Aberdeen Group plc190,613$14.00M0.0%+4.0%0.050%
7/24/2025 Agate Pass Investment Management LLC36,676$2.70M1.1%-1.3%0.010%
7/24/2025 Blue Trust Inc.3,087$227K0.0%-6.6%0.001%
7/24/2025 Monument Capital Management2,769$203K0.1%N/A0.001%
7/24/2025 IFP Advisors Inc3,804$279K0.0%-17.2%0.001%
7/24/2025 Callan Family Office LLC34,903$2.56M0.1%+406.0%0.009%
7/24/2025 Blair William & Co. IL9,409$691K0.0%+3.5%0.002%
7/24/2025 US Bancorp DE19,980$1.47M0.0%+4.4%0.005%
7/24/2025 Baxter Bros Inc.82,961$6.10M0.7%+12.9%0.022%
7/23/2025 Tectonic Advisors LLC8,925$656K0.0%+2.6%0.002%
7/23/2025 Vontobel Holding Ltd.15,852$1.17M0.0%+6.3%0.004%
7/23/2025 AMI Investment Management Inc.2,813$207K0.1%-8.0%0.001%
7/23/2025 Maryland State Retirement & Pension System14,759$1.08M0.0%+7.5%0.004%
7/23/2025 Citizens National Bank Trust Department22,602$1.66M0.3%-3.0%0.006%
7/23/2025 Somerville Kurt F3,310$243K0.0%-13.1%0.001%
7/23/2025 REAP Financial Group LLC633$46K0.0%+148.2%0.000%
7/23/2025 Venturi Wealth Management LLC13,102$963K0.0%-11.5%0.003%
7/23/2025 KLP Kapitalforvaltning AS109,379$8.04M0.0%+4.3%0.029%
7/23/2025 Trueblood Wealth Management LLC7,528$553K0.2%N/A0.002%
7/23/2025 SteelPeak Wealth LLC34,064$2.50M0.1%N/A0.009%
7/23/2025 Elm3 Financial Group LLC26,696$1.96M1.6%-5.9%0.007%
7/23/2025 Mraz Amerine & Associates Inc.632,212$46.45M7.5%-0.2%0.167%
7/23/2025 Prime Capital Investment Advisors LLC5,908$434K0.0%-4.3%0.002%
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad)

Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.

We recently interviewed Rickards to get the full story and understand how everyday Americans can pre
7/22/2025 Belpointe Asset Management LLC41,245$3.03M0.1%-10.9%0.011%
7/22/2025 PUREfi Wealth LLC3,256$239K0.2%+11.7%0.001%
7/22/2025 Valeo Financial Advisors LLC4,565$335K0.0%-4.5%0.001%
7/22/2025 DAVENPORT & Co LLC22,915$1.68M0.0%+12.4%0.006%
7/22/2025 Global Assets Advisory LLC6,253$456K0.2%-10.3%0.002%
7/22/2025 Checchi Capital Advisers LLC4,334$318K0.0%+4.0%0.001%
7/22/2025 Elevate Capital Advisors LLC50,383$3.70M3.0%-5.9%0.013%
7/21/2025 QRG Capital Management Inc.174,656$12.83M0.1%+23.5%0.046%
7/21/2025 Wallington Asset Management LLC406,789$29.89M4.2%+1.0%0.107%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,194$235K0.0%+10.0%0.001%
7/21/2025 Greenwood Capital Associates LLC7,383$542K0.1%-20.2%0.002%
7/21/2025 Mattern Capital Management LLC81,220$5.97M0.7%+10.4%0.021%
7/21/2025 Abacus Planning Group Inc.4,287$315K0.0%+47.1%0.001%
7/21/2025 Hilltop National Bank364$27K0.0%N/A0.000%
7/21/2025 Mirae Asset Global Investments Co. Ltd.35,628$2.62M0.0%+7.2%0.009%
7/21/2025 ASR Vermogensbeheer N.V.9,102$669K0.0%+6.5%0.002%
7/18/2025 CHURCHILL MANAGEMENT Corp333,164$24.48M0.3%-0.2%0.088%
7/18/2025 Naples Global Advisors LLC6,288$462K0.0%-4.6%0.002%
7/18/2025 Robeco Institutional Asset Management B.V.66,886$4.91M0.0%-12.7%0.018%
7/18/2025 Woodward Diversified Capital LLC4,998$367K0.2%+26.6%0.001%
7/18/2025 BloombergSen Inc.740,194$54.38M3.3%-1.2%0.195%
7/18/2025 USA Financial Formulas11,440$840K0.1%N/A0.003%
7/18/2025 Trust Co. of Vermont17,426$1.28M0.1%-6.7%0.005%
7/18/2025 Impact Capital Partners LLC14,107$1.04M0.3%-4.5%0.004%
7/18/2025 OLD Point Trust & Financial Services N A19,548$1.44M0.6%-0.9%0.005%
7/18/2025 Truist Financial Corp1,321,311$97.08M0.1%-13.4%0.348%
7/18/2025 Union Bancaire Privee UBP SA27,000$1.98M0.0%N/A0.007%
7/17/2025 Greenleaf Trust5,806$427K0.0%-19.4%0.002%
7/17/2025 Tealwood Asset Management Inc.39,746$2.92M1.3%-2.9%0.010%
7/17/2025 HB Wealth Management LLC11,638$855K0.0%+14.0%0.003%
7/17/2025 Janney Montgomery Scott LLC213,098$15.66M0.0%-3.5%0.056%
7/17/2025 Washington Capital Management Inc.7,600$558K0.4%-19.1%0.002%
7/17/2025 Genesis Private Wealth LLC5,918$435K0.2%-13.8%0.002%
7/17/2025 Moody Lynn & Lieberson LLC13,195$969K0.1%+6.6%0.003%
7/17/2025 SeaBridge Investment Advisors LLC32,500$2.39M0.4%+9.7%0.009%
7/17/2025 LVW Advisors LLC14,260$1.05M0.1%-8.9%0.004%
7/16/2025 ORG Wealth Partners LLC3,140$229K0.1%+45.3%0.001%
7/16/2025 State of Alaska Department of Revenue59,183$4.35M0.0%-2.5%0.016%
7/16/2025 Patton Fund Management Inc.24,595$1.81M1.3%-40.2%0.006%
7/16/2025 Cadent Capital Advisors LLC9,384$689K0.2%-27.3%0.002%
7/16/2025 Steph & Co.1,968$145K0.0%N/A0.001%
7/16/2025 Dakota Wealth Management76,334$5.61M0.1%N/A0.020%
7/16/2025 Maridea Wealth Management LLC7,039$517K0.1%N/A0.002%
7/15/2025 Significant Wealth Partners LLC3,554$261K0.1%-13.6%0.001%
7/15/2025 Retireful LLC4,235$311K0.2%N/A0.001%
7/15/2025 TD Private Client Wealth LLC40,380$2.97M0.1%-1.8%0.011%
7/15/2025 Public Employees Retirement System of Ohio96,851$7.12M0.0%+3.6%0.026%
7/15/2025 Ballentine Partners LLC15,130$1.11M0.0%+1.5%0.004%
7/15/2025 Cigna Investments Inc. New3,119$229K0.0%+6.8%0.001%
7/15/2025 CHB Investment Group LLC52,345$3.85M2.0%+3.5%0.014%
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad)

Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.

We recently interviewed Rickards to get the full story and understand how everyday Americans can pre
7/15/2025 Fifth Third Bancorp8,506$625K0.0%-5.0%0.002%
7/15/2025 Forte Capital LLC ADV123,627$9.08M1.0%+0.3%0.033%
7/14/2025 AdvisorNet Financial Inc2,539$187K0.0%-23.8%0.001%
7/14/2025 GAMMA Investing LLC11,219$824K0.1%+18.8%0.003%
7/14/2025 Clear Harbor Asset Management LLC6,889$506K0.0%-7.2%0.002%
7/14/2025 Park Avenue Securities LLC14,247$1.05M0.0%+1.7%0.004%
7/14/2025 Avanza Fonder AB23,307$1.71M0.1%-7.1%0.006%
7/14/2025 Sowell Financial Services LLC3,846$283K0.0%-3.9%0.001%
7/11/2025 Arthur M. Cohen & Associates LLC3,300$242K0.0%+10.0%0.001%
7/11/2025 Mitchell & Pahl Private Wealth LLC21,652$1.59M0.7%+2.3%0.006%
(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, 937 institutional investors and hedge funds held shares of W.R. Berkley. The most heavily invested institutionals were Vanguard Group Inc. ($2.59B), State Street Corp ($857.81M), Kayne Anderson Rudnick Investment Management LLC ($838.81M), Morgan Stanley ($829.51M), BlackRock Inc. ($822.88M), Janus Henderson Group PLC ($582.68M), and JPMorgan Chase & Co. ($476.51M).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 846 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 ($7.68M), Principal Financial Group Inc. ($7.28M), State Street Corp ($5.46M), The Manufacturers Life Insurance Company ($4.51M), JPMorgan Chase & Co. ($3.99M), Janus Henderson Group PLC ($3.83M), and Geode Capital Management LLC ($2.63M).

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

Institutional investors have bought a total of 66,911,863 shares in the last 24 months. This purchase volume represents approximately $3.93B in transactions.

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

Of the 358 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: Victory Capital Management Inc. ($3.83M), First Trust Advisors LP ($3.25M), The Manufacturers Life Insurance Company ($2.36M), Janus Henderson Group PLC ($1.36M), Caisse DE Depot ET Placement DU Quebec ($1.17M), Los Angeles Capital Management LLC ($1.01M), and Wellington Management Group LLP ($865.52K).

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

Institutional investors have sold a total of 25,517,803 shares in the last 24 months. This volume of shares sold represents approximately $1.59B in transactions.



This page (NYSE:WRB) was last updated on 7/26/2025 by MarketBeat.com Staff
From Our Partners