W.R. Berkley (WRB) Institutional Ownership

$68.15 -0.12 (-0.18%)

Closing price 06/12/2026 03:59 PM Eastern

Extended Trading

$68.25 +0.10 (+0.14%)

As of 06/12/2026 07:59 PM Eastern

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Current Institutional Ownership Percentage: 68.82%
Number of Institutional Buyers (last 12 months): 568
Total Institutional Inflows (last 12 months): $7.20B

Number of Institutional Sellers (last 12 months): 481
Total Institutional Outflows (last 12 months): $2.97B

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WRB Institutional Buying and Selling by Quarter

W.R. Berkley Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	Parallel Advisors LLC	3,472	$230K	0.0%	-6.5%	0.001%
6/3/2026	NewEdge Advisors LLC	8,883	$589K	0.0%	-15.8%	0.002%
6/1/2026	First Nebraska Trust Co	3,465	$230K	0.0%	N/A	0.001%
5/26/2026	Glenmede Trust Co. NA	6,916	$458K	0.0%	-4.5%	0.002%
5/22/2026	Segall Bryant & Hamill LLC	10,197	$692K	0.0%	N/A	0.003%
5/19/2026	Western Wealth Management LLC	2,665	$177K	0.0%	N/A	0.001%
5/19/2026	Bank of America Corp DE	2,904,522	$192.51M	0.0%	+23.4%	0.780%
5/19/2026	Janus Henderson Group PLC	2,457,890	$162.91M	0.1%	-30.9%	0.660%
5/19/2026	Arkadios Wealth Advisors	3,403	$226K	0.0%	-12.9%	0.001%
5/18/2026	Amundi	721,040	$47.79M	0.0%	-10.3%	0.194%
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5/18/2026	Adalta Capital Management LLC	9,020	$598K	0.3%	-29.0%	0.002%
5/18/2026	EverSource Wealth Advisors LLC	4,812	$319K	0.0%	-7.0%	0.001%
5/18/2026	Empire Financial Management Company LLC	23,604	$1.57M	0.4%	+6.5%	0.006%
5/18/2026	California State Teachers Retirement System	309,615	$20.52M	0.0%	-19.3%	0.083%
5/18/2026	Resources Management Corp CT ADV	39,148	$2.60M	0.3%	+16.1%	0.011%
5/18/2026	Royal Bank of Canada	1,296,875	$85.96M	0.0%	-17.2%	0.348%
5/18/2026	Empowered Funds LLC	25,841	$1.71M	0.0%	+129.2%	0.007%
5/16/2026	The Manufacturers Life Insurance Company	499,839	$33.13M	0.0%	+4.1%	0.134%
5/16/2026	Quantinno Capital Management LP	263,179	$17.44M	0.0%	+8.3%	0.071%
5/16/2026	SummitTX Capital L.P.	5,489	$364K	0.0%	-61.5%	0.001%
5/15/2026	Weiss Asset Management LP	14,858	$985K	0.0%	-3.2%	0.004%
5/15/2026	OMERS ADMINISTRATION Corp	13,569	$899K	0.0%	+22.8%	0.004%
5/15/2026	Waverly Advisors LLC	62,715	$4.16M	0.0%	+1,115.9%	0.017%
5/15/2026	Asset Management Group Inc.	54,992	$3.65M	0.6%	-1.4%	0.015%
5/15/2026	Entropy Technologies LP	33,496	$2.22M	0.1%	N/A	0.009%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	18,721	$1.24M	0.0%	+57.7%	0.005%
5/14/2026	Dai ichi Life Insurance Company Ltd	81,828	$5.42M	0.2%	-9.2%	0.022%
5/14/2026	Gabelli Funds LLC	140,750	$9.33M	0.1%	-0.7%	0.038%
5/14/2026	Gamco Investors INC. ET AL	91,219	$6.05M	0.1%	-1.4%	0.025%
5/14/2026	Hilltop Holdings Inc.	9,060	$600K	0.1%	N/A	0.002%
5/14/2026	Public Employees Retirement System of Ohio	65,442	$4.34M	0.0%	-25.1%	0.018%
5/14/2026	Compound Planning Inc.	4,764	$316K	0.0%	-6.0%	0.001%
5/14/2026	Arrowstreet Capital Limited Partnership	803,150	$53.23M	0.0%	-22.7%	0.216%
5/14/2026	Bank of Nova Scotia	310,476	$20.58M	0.0%	-9.7%	0.083%
5/14/2026	Sei Investments Co.	173,565	$11.50M	0.0%	-18.6%	0.047%
5/14/2026	Alamar Capital Management LLC	30,575	$2.03M	1.2%	N/A	0.008%
5/14/2026	Lido Advisors LLC	29,044	$1.93M	0.0%	+0.8%	0.008%
5/13/2026	Cetera Investment Advisers	79,272	$5.25M	0.0%	+1.6%	0.021%
5/13/2026	NewEdge Wealth LLC	76,058	$5.04M	0.1%	-15.6%	0.020%
5/13/2026	First Citizens Bank & Trust Co.	3,732	$247K	0.0%	-4.8%	0.001%
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5/13/2026	CI Investments Inc.	28,655	$1.90M	0.0%	+28.1%	0.008%
5/13/2026	First Trust Advisors LP	3,972,929	$263.33M	0.2%	+10.5%	1.067%
5/12/2026	Westpac Banking Corp	373	$25K	0.0%	-70.3%	0.000%
5/12/2026	ABN Amro Investment Solutions	11,734	$778K	0.0%	-6.7%	0.003%
5/8/2026	Andra AP fonden	17,907	$1.19M	0.0%	-89.9%	0.005%
5/8/2026	Madison Asset Management LLC	1,618,906	$107.30M	1.3%	-6.1%	0.435%
5/8/2026	Cassaday & Co Wealth Management LLC	6,057	$401K	0.0%	+3.5%	0.002%
5/8/2026	JSF Financial LLC	18,525	$1.23M	0.2%	+7.6%	0.005%
5/7/2026	Florida Financial Advisors LLC	4,183	$277K	0.1%	+32.2%	0.001%
5/7/2026	Meeder Advisory Services Inc.	4,217	$279K	0.0%	-21.3%	0.001%
5/7/2026	Dimensional Fund Advisors LP	3,768,180	$249.76M	0.1%	+3.6%	1.012%
5/7/2026	Parallel Advisors LLC	3,472	$230K	0.0%	-6.5%	0.001%
5/7/2026	KBC Group NV	119,702	$7.93M	0.0%	-4.9%	0.032%
5/7/2026	SEB Asset Management AB	59,523	$3.95M	0.0%	N/A	0.016%
5/7/2026	Swiss National Bank	724,962	$48.05M	0.0%	-12.8%	0.195%
5/7/2026	Legacy Wealth Advisors LLC	3,159	$209K	0.1%	-6.2%	0.001%
5/6/2026	California Public Employees Retirement System	502,561	$33.31M	0.0%	-35.0%	0.135%
5/6/2026	Assetmark Inc.	132,231	$8.76M	0.0%	+9.9%	0.035%
5/6/2026	Gallacher Capital Management LLC	5,128	$340K	0.1%	N/A	0.001%
5/6/2026	Bessemer Group Inc.	13,049	$865K	0.0%	+20.6%	0.003%
5/6/2026	SteelPeak Wealth LLC	52,609	$3.49M	0.1%	-3.8%	0.014%
5/6/2026	Aware Super Pty Ltd as trustee of Aware Super	364,949	$24.19M	0.4%	N/A	0.097%
5/5/2026	Wealthfront Advisers LLC	18,431	$1.22M	0.0%	-6.8%	0.005%
5/5/2026	D.A. Davidson & CO.	21,114	$1.40M	0.0%	-2.2%	0.006%
5/5/2026	Bank of New York Mellon Corp	2,033,932	$134.81M	0.0%	-7.6%	0.543%
5/5/2026	Illinois Municipal Retirement Fund	245,499	$16.27M	0.2%	-2.1%	0.066%
5/5/2026	Geneos Wealth Management Inc.	5,647	$374K	0.0%	+157.4%	0.002%
5/5/2026	1ST Source Bank	3,722	$247K	0.0%	+21.0%	0.001%
5/5/2026	Checchi Capital Advisers LLC	4,520	$300K	0.0%	+23.7%	0.001%
5/5/2026	Maryland State Retirement & Pension System	11,676	$774K	0.0%	-20.9%	0.003%
5/4/2026	Nicholson Wealth Management Group LLC	26,841	$1.78M	1.0%	+9.5%	0.007%
5/4/2026	Mattern Capital Management LLC	112,872	$7.48M	0.9%	+5.6%	0.030%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	39,846	$2.64M	0.0%	+6.6%	0.011%
5/4/2026	Bryn Mawr Trust Advisors LLC	5,792	$384K	0.0%	-12.2%	0.002%
5/4/2026	Bleakley Financial Group LLC	22,589	$1.50M	0.0%	-2.5%	0.006%
5/4/2026	Illumine Investment Management LLC	50,254	$3.33M	2.6%	-0.6%	0.013%
5/4/2026	State of Michigan Retirement System	80,919	$5.36M	0.0%	-1.0%	0.022%
5/4/2026	Principal Financial Group Inc.	1,918,380	$127.15M	0.1%	-29.2%	0.512%
5/4/2026	Procyon Advisors LLC	7,027	$466K	0.0%	-13.9%	0.002%
5/2/2026	Global Assets Advisory LLC	2,761	$183K	0.0%	-57.4%	0.001%
5/2/2026	International Assets Investment Management LLC	7,320	$478K	0.0%	-8.0%	0.002%
5/2/2026	Diversify Wealth Management LLC	22,394	$1.50M	0.0%	+28.6%	0.006%
5/2/2026	Carnegie Investment Counsel	6,239	$414K	0.0%	+8.8%	0.002%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	69,406	$4.60M	0.0%	-0.6%	0.019%
5/1/2026	Citizens Financial Group Inc. RI	3,240	$215K	0.0%	-34.9%	0.001%
5/1/2026	Fifth Third Bancorp	79,006	$5.24M	0.0%	+875.9%	0.021%
5/1/2026	American Trust	28,966	$1.92M	0.2%	+9.8%	0.008%
5/1/2026	Simplicity Wealth LLC	4,604	$305K	0.0%	+5.8%	0.001%
5/1/2026	Candriam S.C.A.	16,814	$1.11M	0.0%	-36.2%	0.004%
5/1/2026	Sequoia Financial Advisors LLC	9,644	$639K	0.0%	+3.7%	0.003%
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5/1/2026	Kornitzer Capital Management Inc. KS	13,115	$869K	0.0%	-2.6%	0.004%
5/1/2026	Manning & Napier Advisors LLC	54,231	$3.59M	0.1%	-5.4%	0.014%
5/1/2026	Carmel Capital Partners LLC	8,877	$588K	0.2%	+21.4%	0.002%
4/30/2026	Hsbc Holdings PLC	1,103,332	$73.18M	0.0%	-36.4%	0.295%
4/30/2026	Kestra Advisory Services LLC	67,753	$4.49M	0.0%	-1.0%	0.018%
4/30/2026	Sumitomo Mitsui Trust Group Inc.	563,768	$37.37M	0.0%	-21.4%	0.151%
4/30/2026	Resona Asset Management Co. Ltd.	118,494	$7.85M	0.0%	-14.2%	0.032%
4/30/2026	Isthmus Partners LLC	204,520	$13.56M	1.4%	-2.0%	0.055%
4/30/2026	Personal CFO Solutions LLC	23,802	$1.58M	0.2%	+1.6%	0.006%
4/30/2026	Oregon Public Employees Retirement Fund	34,200	$2.27M	0.0%	-0.6%	0.009%

WRB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,009 institutional investors and hedge funds held shares of W.R. Berkley. The most heavily invested institutionals were Mitsui Sumitomo Insurance Co. Ltd. ($3.54B), Vanguard Group Inc. ($2.60B), State Street Corp ($1.05B), Kayne Anderson Rudnick Investment Management LLC ($838.81M), Morgan Stanley ($687.06M), Jefferies Financial Group Inc. ($682.82M), and Geode Capital Management LLC ($586.98M).Learn more on W.R. Berkley's institutional investors.

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

Of the 942 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: Mitsui Sumitomo Insurance Co. Ltd. ($50.53M), Norges Bank ($15.88M), Jefferies Financial Group Inc. ($9.11M), Principal Financial Group Inc. ($7.11M), State Street Corp ($5.10M), Janus Henderson Group PLC ($3.83M), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($3.28M).

Institutional investors have bought a total of 100,774,595 shares in the last 24 months. This purchase volume represents approximately $7.20B in transactions.

Of the 481 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: Janus Henderson Group PLC ($4.48M), JPMorgan Chase & Co. ($4.31M), Principal Financial Group Inc. ($3.32M), Balyasny Asset Management L.P. ($2.54M), Morgan Stanley ($2.01M), The Manufacturers Life Insurance Company ($1.40M), and First Trust Advisors LP ($1.14M).

Institutional investors have sold a total of 41,289,762 shares in the last 24 months. This volume of shares sold represents approximately $2.97B in transactions.

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This page (NYSE:WRB) was last updated on 6/15/2026 by MarketBeat.com Staff.

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W.R. Berkley (WRB) Institutional Ownership

WRB Institutional Buying and Selling by Quarter

W.R. Berkley Major Shareholders & Ownership History

WRB Institutional Ownership - Frequently Asked Questions

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W.R. Berkley (WRB) Institutional Ownership

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

WRB Institutional Buying and Selling by Quarter

W.R. Berkley Major Shareholders & Ownership History

WRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WRB shares?

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

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

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

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

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

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