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W. R. Berkley (WRB) Institutional Ownership

W. R. Berkley logo
$72.60 +1.42 (+1.99%)
Closing price 03:59 PM Eastern
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$72.62 +0.02 (+0.03%)
As of 07:22 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)
658
Total
Institutional Inflows
(last 12 months)
$3.71B
Number of
Institutional Sellers
(last 12 months)
282
Total
Institutional Outflows
(last 12 months)
$1.10B
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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
5/2/2025Forte Capital LLC ADV123,268$8.77M1.0%+0.8%0.032%
5/2/2025Forum Financial Management LP7,111$506K0.0%-21.2%0.002%
5/2/2025Verdence Capital Advisors LLC70,695$5.03M0.4%N/A0.019%
5/2/2025Legacy Capital Wealth Partners LLC6,116$435K0.1%-20.7%0.002%
5/2/2025SeaBridge Investment Advisors LLC29,615$2.11M0.5%+9.5%0.008%
5/2/2025Victory Capital Management Inc.994,319$70.76M0.1%+8.7%0.262%
5/2/2025Bryn Mawr Capital Management LLC9,514$677K0.0%-2.8%0.003%
5/2/2025Tectonic Advisors LLC8,703$619K0.0%-7.0%0.002%
5/2/2025Kornitzer Capital Management Inc. KS14,797$1.05M0.0%+3.7%0.004%
5/2/2025Wealthfront Advisers LLC17,412$1.24M0.0%+28.6%0.005%
5/2/2025Apollon Wealth Management LLC4,779$340K0.0%+15.5%0.001%
5/2/2025Signaturefd LLC5,200$370K0.0%+14.4%0.001%
5/2/2025Edgestream Partners L.P.86,664$6.17M0.2%N/A0.023%
5/1/2025 Aurora Investment Counsel21,347$1.52M0.8%-35.3%0.006%
5/1/2025 Bleakley Financial Group LLC23,237$1.65M0.1%+0.7%0.006%
5/1/2025 Securian Asset Management Inc.15,834$1.13M0.0%-2.1%0.004%
5/1/2025 Isthmus Partners LLC224,405$15.97M2.0%-0.8%0.059%
5/1/2025 LRI Investments LLC2,467$176K0.0%-38.6%0.001%
5/1/2025 CWM LLC321,868$22.90M0.1%-1.7%0.085%
5/1/2025 Speece Thorson Capital Group Inc.225,151$16.02M3.3%-1.6%0.059%
5/1/2025 Stephens Inc. AR268,695$19.12M0.3%-4.2%0.071%
5/1/2025 Schechter Investment Advisors LLC6,397$455K0.0%-3.4%0.002%
5/1/2025 New York State Common Retirement Fund155,813$11.09M0.0%-61.3%0.041%
5/1/2025 Mutual of America Capital Management LLC34,919$2.49M0.0%-3.2%0.009%
5/1/2025 Arizona State Retirement System88,160$6.27M0.0%-0.3%0.023%
5/1/2025 Diversify Wealth Management LLC21,741$1.55M0.1%+11.8%0.006%
5/1/2025 Stegent Equity Advisors Inc.18,915$1.35M1.4%-16.5%0.005%
5/1/2025 Xponance Inc.43,029$3.06M0.0%+2.1%0.011%
4/30/2025 State of Michigan Retirement System81,419$5.79M0.0%-0.4%0.021%
4/30/2025 Cerity Partners LLC387,141$27.55M0.1%+13.5%0.102%
4/30/2025 Cornerstone Investment Partners LLC744,516$52.98M2.6%+7,314.0%0.196%
4/30/2025 Alps Advisors Inc.5,611$399K0.0%-7.7%0.001%
4/30/2025 Allworth Financial LP4,842$347K0.0%+6.3%0.001%
4/30/2025 Aurdan Capital Management LLC38,401$2.73M1.0%-36.4%0.010%
4/30/2025 Parr Mcknight Wealth Management Group LLC20,727$1.48M0.2%+5.0%0.005%
4/30/2025 Significant Wealth Partners LLC4,114$293K0.2%+18.9%0.001%
4/30/2025 Mraz Amerine & Associates Inc.633,652$45.16M7.8%-1.1%0.167%
4/30/2025 Nisa Investment Advisors LLC180,534$12.85M0.1%+0.2%0.048%
4/30/2025 Axxcess Wealth Management LLC6,385$454K0.0%+3.7%0.002%
4/30/2025 New Mexico Educational Retirement Board14,075$1.00M0.0%-2.1%0.004%
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4/30/2025 Greenleaf Trust7,205$513K0.0%-5.7%0.002%
4/30/2025 Optimum Investment Advisors2,162$154K0.1%-23.1%0.001%
4/30/2025 DekaBank Deutsche Girozentrale84,991$5.99M0.0%-0.3%0.022%
4/30/2025 M&T Bank Corp18,892$1.34M0.0%+7.6%0.005%
4/30/2025 Stratos Investment Management LLC3,314$236K0.0%N/A0.001%
4/30/2025 Aurelius Family Office LLC7,519$535K0.3%-49.9%0.002%
4/30/2025 Brown Advisory Inc.8,637$615K0.0%+10.8%0.002%
4/30/2025 Crossmark Global Holdings Inc.24,913$1.77M0.0%-2.0%0.007%
4/29/2025 TD Private Client Wealth LLC41,117$2.93M0.1%-5.4%0.011%
4/29/2025 Envestnet Asset Management Inc.1,522,744$108.36M0.0%+0.2%0.401%
4/29/2025 Penserra Capital Management LLC7,276$517K0.0%+239.5%0.002%
4/29/2025 Financiere des Professionnels Fonds d investissement inc.15,759$1.12M0.1%-42.4%0.004%
4/29/2025 Sierra Ocean LLC2,530$180K0.1%N/A0.001%
4/29/2025 Concurrent Investment Advisors LLC3,296$235K0.0%N/A0.001%
4/29/2025 HM Payson & Co.17,390$1.24M0.0%+5.1%0.005%
4/29/2025 Bank of New York Mellon Corp1,871,917$133.21M0.0%-3.9%0.494%
4/29/2025 World Investment Advisors3,015$215K0.0%N/A0.001%
4/29/2025 Wayfinding Financial LLC1,120$79K0.0%N/A0.000%
4/29/2025 Truist Financial Corp1,525,169$108.53M0.2%+3.8%0.402%
4/29/2025 Catalyst Capital Advisors LLC527$38K0.0%-27.4%0.000%
4/29/2025 Global Wealth Management Investment Advisory Inc.3,500$249K0.0%-12.5%0.001%
4/29/2025 Huntleigh Advisors Inc.4,086$291K0.1%+12.1%0.001%
4/29/2025 IFM Investors Pty Ltd57,305$4.08M0.0%+7.2%0.015%
4/29/2025 OneDigital Investment Advisors LLC10,979$781K0.0%-35.7%0.003%
4/28/2025 Barlow Wealth Partners Inc.259,058$18.26M2.4%+1.5%0.068%
4/28/2025 D.A. Davidson & CO.23,484$1.67M0.0%-2.3%0.006%
4/28/2025 Principal Financial Group Inc.5,022,039$357.37M0.2%+21.8%1.324%
4/28/2025 Teacher Retirement System of Texas448,237$31.90M0.1%-37.0%0.118%
4/28/2025 Moody Lynn & Lieberson LLC12,377$881K0.1%+7.2%0.003%
4/28/2025 Aaron Wealth Advisors LLC3,030$216K0.0%N/A0.001%
4/28/2025 Coastline Trust Co622$44K0.0%-24.2%0.000%
4/28/2025 DAVENPORT & Co LLC20,396$1.45M0.0%+15.8%0.005%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd34,693$2.47M0.0%+2.0%0.009%
4/28/2025 Elevate Capital Advisors LLC53,547$3.81M3.5%-4.6%0.014%
4/28/2025 Vontobel Holding Ltd.14,908$1.06M0.0%+185.0%0.004%
4/25/2025 Mather Group LLC.5,929$422K0.0%+2.5%0.002%
4/25/2025 CHURCHILL MANAGEMENT Corp333,988$23.77M0.3%-0.4%0.088%
4/25/2025 Koshinski Asset Management Inc.4,337$309K0.0%+6.1%0.001%
4/25/2025 Townsend & Associates Inc250,801$16.89M1.7%-13.5%0.066%
4/25/2025 Insight Inv LLC31,962$2.27M0.9%+0.9%0.008%
4/25/2025 New York State Teachers Retirement System254,931$18.14M0.0%+0.3%0.067%
4/25/2025 Citizens National Bank Trust Department23,311$1.66M0.4%-23.0%0.006%
4/25/2025 Hutchens & Kramer Investment Management Group LLC5,167$368K0.2%-3.6%0.001%
4/25/2025 KBC Group NV107,746$7.67M0.0%+2.1%0.028%
4/25/2025 Almanack Investment Partners LLC.18,902$1.35M0.3%+3.3%0.005%
4/25/2025 Sumitomo Mitsui Trust Group Inc.732,760$52.14M0.0%-0.7%0.193%
4/24/2025 Allspring Global Investments Holdings LLC103,992$7.31M0.0%-4.4%0.027%
4/24/2025 Mirae Asset Global Investments Co. Ltd.33,221$2.37M0.0%+21.7%0.009%
4/24/2025 Trust Co. of Vermont18,671$1.33M0.1%+5.7%0.005%
4/24/2025 Board of the Pension Protection Fund9,800$697K0.8%N/A0.003%
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4/23/2025 Creative Financial Designs Inc. ADV1,104$79K0.0%+24.6%0.000%
4/23/2025 Robeco Institutional Asset Management B.V.76,635$5.45M0.0%+22.5%0.020%
4/23/2025 Bessemer Group Inc.23,437$1.67M0.0%-71.0%0.006%
4/23/2025 Mattern Capital Management LLC73,590$5.24M0.7%N/A0.019%
4/23/2025 Lecap Asset Management Ltd.18,701$1.33M0.3%-36.5%0.005%
4/23/2025 Global Assets Advisory LLC6,968$470K0.1%N/A0.002%
4/23/2025 Chevy Chase Trust Holdings LLC157,468$11.21M0.0%-0.3%0.042%
4/23/2025 YHB Investment Advisors Inc.8,336$593K0.0%-26.5%0.002%
4/23/2025 Legacy Advisors LLC11,077$788K0.1%-6.2%0.003%
4/23/2025 Asset Management One Co. Ltd.136,953$9.75M0.0%+5.3%0.036%
(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, 901 institutional investors and hedge funds held shares of W. R. Berkley. The most heavily invested institutionals were Vanguard Group Inc. ($2.13B), State Street Corp ($857.81M), Morgan Stanley ($829.51M), BlackRock Inc. ($822.88M), Kayne Anderson Rudnick Investment Management LLC ($686.00M), Janus Henderson Group PLC ($582.68M), and Geode Capital Management LLC ($449.17M).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 817 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 ($7.68M), Principal Financial Group Inc. ($7.29M), 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 94,429,330 shares in the last 24 months. This purchase volume represents approximately $5.03B in transactions.

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

Of the 446 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. ($4.24M), First Trust Advisors LP ($3.44M), Citigroup Inc. ($1.95M), Janus Henderson Group PLC ($1.88M), Envestnet Asset Management Inc. ($1.46M), Los Angeles Capital Management LLC ($1.25M), and Wellington Management Group LLP ($1.07M).

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

Institutional investors have sold a total of 35,111,900 shares in the last 24 months. This volume of shares sold represents approximately $1.78B in transactions.


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This page (NYSE:WRB) was last updated on 5/2/2025 by MarketBeat.com Staff
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