Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

W.R. Berkley (WRB) Institutional Ownership

W.R. Berkley logo
$71.55 +0.20 (+0.28%)
Closing price 08/14/2025 03:59 PM Eastern
Extended Trading
$71.61 +0.06 (+0.08%)
As of 08:02 AM 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.
Compare

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

Current
Institutional Ownership
Percentage
68.82%
Number of
Institutional Buyers
(last 12 months)
736
Total
Institutional Inflows
(last 12 months)
$4.62B
Number of
Institutional Sellers
(last 12 months)
402
Total
Institutional Outflows
(last 12 months)
$1.97B
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/14/2025Financial Strategies Group Inc.111,593$7.69M1.6%-1.5%0.029%
8/14/2025L2 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%
Washington Thinks They Own Your Bank Account (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
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%
8/13/2025 1832 Asset Management L.P.2,634,811$193.58M0.2%-2.1%0.695%
8/13/2025 JT Stratford LLC21,757$1.60M0.2%-9.3%0.006%
8/13/2025 Twin Peaks Wealth Advisors LLC386$27K0.0%N/A0.000%
8/13/2025 Maren Capital LLC1,055,472$77.55M4.7%+0.1%0.278%
8/13/2025 Isthmus Partners LLC213,804$15.71M1.8%-4.7%0.056%
8/13/2025 Beacon Pointe Advisors LLC22,807$1.68M0.0%-5.6%0.006%
8/13/2025 Arrowstreet Capital Limited Partnership1,074,551$78.95M0.1%-21.3%0.283%
8/13/2025 Westerkirk Capital Inc.5,600$411K0.1%N/A0.001%
8/13/2025 M&T Bank Corp20,973$1.54M0.0%+11.0%0.006%
8/13/2025 Brandes Investment Partners LP1,025,919$75.38M0.7%-6.3%0.270%
8/13/2025 Fisher Asset Management LLC3,668$270K0.0%-6.7%0.001%
8/13/2025 Panagora Asset Management Inc.23,881$1.76M0.0%-48.4%0.006%
8/13/2025 Sepio Capital LP17,893$1.32M0.1%-62.1%0.005%
8/13/2025 Trustmark Bank Trust Department7,249$533K0.0%+106.3%0.002%
8/13/2025 Railway Pension Investments Ltd39,150$2.88M0.0%+70.6%0.010%
8/13/2025 Lido Advisors LLC16,814$1.24M0.0%+71.2%0.004%
8/13/2025 Legacy Capital Wealth Partners LLC5,734$421K0.1%-6.2%0.002%
8/13/2025 New York State Common Retirement Fund159,212$11.70M0.0%+2.2%0.042%
8/13/2025 West Family Investments Inc.4,215$310K0.1%+8.8%0.001%
8/13/2025 Williamson Legacy Group LLC15,843$1.16M1.0%+2.6%0.004%
8/13/2025 Schroder Investment Management Group457,902$33.64M0.0%-7.9%0.121%
8/13/2025 Mackenzie Financial Corp76,672$5.63M0.0%+10.7%0.020%
8/13/2025 Skandinaviska Enskilda Banken AB publ 79,097$5.81M0.0%-7.9%0.021%
8/13/2025 Virtus Investment Advisers LLC19,659$1.44M0.5%-17.9%0.005%
8/13/2025 Norges Bank5,007,772$367.92M0.0%N/A1.320%
8/13/2025 Scotia Capital Inc.29,836$2.19M0.0%-5.4%0.008%
8/13/2025 Level Four Advisory Services LLC7,117$523K0.0%-3.6%0.002%
8/13/2025 Hsbc Holdings PLC1,182,145$86.74M0.1%-6.6%0.312%
8/13/2025 Capital Fund Management S.A.69,196$5.08M0.0%-37.7%0.018%
8/13/2025 Northwestern Mutual Wealth Management Co.15,781$1.16M0.0%+60.3%0.004%
8/13/2025 State Board of Administration of Florida Retirement System359,233$26.39M0.0%+1.1%0.095%
8/13/2025 Johnson Financial Group Inc.618$45K0.0%-57.8%0.000%
8/13/2025 Korea Investment CORP204,253$15.01M0.0%+25.0%0.054%
8/13/2025 United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund4,600$338K0.0%+17.9%0.001%
8/13/2025 Elevation Point Wealth Partners LLC460$34K0.0%N/A0.000%
8/13/2025 Vinva Investment Management Ltd10,297$744K0.0%-31.1%0.003%
8/13/2025 Employees Retirement System of Texas2,400$176K0.0%N/A0.001%
8/13/2025 Russell Investments Group Ltd.359,626$26.40M0.0%-32.7%0.095%
8/12/2025 J.W. Cole Advisors Inc.2,981$219K0.0%N/A0.001%
8/12/2025 Elo Mutual Pension Insurance Co25,196$1.85M0.0%-21.0%0.007%
8/12/2025 Advisors Asset Management Inc.4,569$336K0.0%-44.3%0.001%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
8/12/2025 Steward Partners Investment Advisory LLC36,876$2.71M0.0%-26.1%0.010%
8/12/2025 Adalta Capital Management LLC8,170$600K0.3%+10.1%0.002%
8/12/2025 CreativeOne Wealth LLC5,553$408K0.0%+17.0%0.001%
8/12/2025 Ameritas Investment Partners Inc.47,841$3.51M0.1%-9.0%0.013%
8/12/2025 Prudential Financial Inc.173,045$12.71M0.0%+5.2%0.046%
8/12/2025 Coldstream Capital Management Inc.7,715$567K0.0%-10.8%0.002%
8/12/2025 Charles Schwab Investment Management Inc.1,847,961$135.77M0.0%+1.4%0.487%
8/12/2025 American Century Companies Inc.472,810$34.74M0.0%-25.7%0.125%
8/12/2025 Rhumbline Advisers657,032$48.28M0.0%+0.6%0.173%
8/12/2025 AlphaCore Capital LLC3,737$275K0.0%N/A0.001%
(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, 943 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 869 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 75,386,135 shares in the last 24 months. This purchase volume represents approximately $4.62B in transactions.

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

Of the 400 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 30,082,611 shares in the last 24 months. This volume of shares sold represents approximately $1.97B in transactions.


Related Companies

This page (NYSE:WRB) was last updated on 8/15/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored
Altucher: It Looks Like My Trump prediction is coming true
New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Tru...
Paradigm Press | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored