Free Trial
→ Your book is inside (From Profits Run) (Ad)tc pixel Free WRB Stock Alerts

W.R. Berkley (WRB) Institutional Ownership

W.R. Berkley logo
$68.70 +2.39 (+3.60%)
Closing price 06/5/2026 03:59 PM Eastern
Extended Trading
$68.16 -0.54 (-0.79%)
As of 06/5/2026 06:47 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 Massive. 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)
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
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WRB Institutional Buying and Selling by Quarter

W.R. Berkley Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 Parallel Advisors LLC3,472$230K0.0%-6.5%0.001%
6/3/2026 NewEdge Advisors LLC8,883$589K0.0%-15.8%0.002%
6/1/2026 First Nebraska Trust Co3,465$230K0.0%N/A0.001%
5/26/2026 Glenmede Trust Co. NA6,916$458K0.0%-4.5%0.002%
5/22/2026 Segall Bryant & Hamill LLC10,197$692K0.0%N/A0.003%
5/19/2026 Western Wealth Management LLC2,665$177K0.0%N/A0.001%
5/19/2026 Bank of America Corp DE2,904,522$192.51M0.0%+23.4%0.780%
5/19/2026 Janus Henderson Group PLC2,457,890$162.91M0.1%-30.9%0.660%
5/19/2026 Arkadios Wealth Advisors3,403$226K0.0%-12.9%0.001%
5/18/2026 Amundi721,040$47.79M0.0%-10.3%0.194%
5/18/2026 Adalta Capital Management LLC9,020$598K0.3%-29.0%0.002%
5/18/2026 EverSource Wealth Advisors LLC4,812$319K0.0%-7.0%0.001%
5/18/2026 Empire Financial Management Company LLC23,604$1.57M0.4%+6.5%0.006%
5/18/2026 California State Teachers Retirement System309,615$20.52M0.0%-19.3%0.083%
5/18/2026 Resources Management Corp CT ADV39,148$2.60M0.3%+16.1%0.011%
5/18/2026 Royal Bank of Canada1,296,875$85.96M0.0%-17.2%0.348%
5/18/2026 Empowered Funds LLC25,841$1.71M0.0%+129.2%0.007%
5/16/2026 The Manufacturers Life Insurance Company 499,839$33.13M0.0%+4.1%0.134%
5/16/2026 Quantinno Capital Management LP263,179$17.44M0.0%+8.3%0.071%
5/16/2026 SummitTX Capital L.P.5,489$364K0.0%-61.5%0.001%
5/15/2026 Weiss Asset Management LP14,858$985K0.0%-3.2%0.004%
5/15/2026 OMERS ADMINISTRATION Corp13,569$899K0.0%+22.8%0.004%
5/15/2026 Waverly Advisors LLC62,715$4.16M0.0%+1,115.9%0.017%
5/15/2026 Asset Management Group Inc.54,992$3.65M0.6%-1.4%0.015%
5/15/2026 Entropy Technologies LP33,496$2.22M0.1%N/A0.009%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund18,721$1.24M0.0%+57.7%0.005%
5/14/2026 Dai ichi Life Insurance Company Ltd81,828$5.42M0.2%-9.2%0.022%
5/14/2026 Gabelli Funds LLC140,750$9.33M0.1%-0.7%0.038%
5/14/2026 Gamco Investors INC. ET AL91,219$6.05M0.1%-1.4%0.025%
5/14/2026 Hilltop Holdings Inc.9,060$600K0.1%N/A0.002%
5/14/2026 Public Employees Retirement System of Ohio65,442$4.34M0.0%-25.1%0.018%
5/14/2026 Compound Planning Inc.4,764$316K0.0%-6.0%0.001%
5/14/2026 Arrowstreet Capital Limited Partnership803,150$53.23M0.0%-22.7%0.216%
5/14/2026 Bank of Nova Scotia310,476$20.58M0.0%-9.7%0.083%
5/14/2026 Sei Investments Co.173,565$11.50M0.0%-18.6%0.047%
5/14/2026 Alamar Capital Management LLC30,575$2.03M1.2%N/A0.008%
5/14/2026 Lido Advisors LLC29,044$1.93M0.0%+0.8%0.008%
5/13/2026 Cetera Investment Advisers79,272$5.25M0.0%+1.6%0.021%
5/13/2026 NewEdge Wealth LLC76,058$5.04M0.1%-15.6%0.020%
5/13/2026 First Citizens Bank & Trust Co.3,732$247K0.0%-4.8%0.001%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
5/13/2026 CI Investments Inc.28,655$1.90M0.0%+28.1%0.008%
5/13/2026 First Trust Advisors LP3,972,929$263.33M0.2%+10.5%1.067%
5/12/2026 Westpac Banking Corp373$25K0.0%-70.3%0.000%
5/12/2026 ABN Amro Investment Solutions11,734$778K0.0%-6.7%0.003%
5/8/2026 Andra AP fonden17,907$1.19M0.0%-89.9%0.005%
5/8/2026 Madison Asset Management LLC1,618,906$107.30M1.3%-6.1%0.435%
5/8/2026 Cassaday & Co Wealth Management LLC6,057$401K0.0%+3.5%0.002%
5/8/2026 JSF Financial LLC18,525$1.23M0.2%+7.6%0.005%
5/7/2026 Florida Financial Advisors LLC4,183$277K0.1%+32.2%0.001%
5/7/2026 Meeder Advisory Services Inc.4,217$279K0.0%-21.3%0.001%
5/7/2026 Dimensional Fund Advisors LP3,768,180$249.76M0.1%+3.6%1.012%
5/7/2026 Parallel Advisors LLC3,472$230K0.0%-6.5%0.001%
5/7/2026 KBC Group NV119,702$7.93M0.0%-4.9%0.032%
5/7/2026 SEB Asset Management AB59,523$3.95M0.0%N/A0.016%
5/7/2026 Swiss National Bank724,962$48.05M0.0%-12.8%0.195%
5/7/2026 Legacy Wealth Advisors LLC3,159$209K0.1%-6.2%0.001%
5/6/2026 California Public Employees Retirement System502,561$33.31M0.0%-35.0%0.135%
5/6/2026 Assetmark Inc.132,231$8.76M0.0%+9.9%0.035%
5/6/2026 Gallacher Capital Management LLC5,128$340K0.1%N/A0.001%
5/6/2026 Bessemer Group Inc.13,049$865K0.0%+20.6%0.003%
5/6/2026 SteelPeak Wealth LLC52,609$3.49M0.1%-3.8%0.014%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super364,949$24.19M0.4%N/A0.097%
5/5/2026 Wealthfront Advisers LLC18,431$1.22M0.0%-6.8%0.005%
5/5/2026 D.A. Davidson & CO.21,114$1.40M0.0%-2.2%0.006%
5/5/2026 Bank of New York Mellon Corp2,033,932$134.81M0.0%-7.6%0.543%
5/5/2026 Illinois Municipal Retirement Fund245,499$16.27M0.2%-2.1%0.066%
5/5/2026 Geneos Wealth Management Inc.5,647$374K0.0%+157.4%0.002%
5/5/2026 1ST Source Bank3,722$247K0.0%+21.0%0.001%
5/5/2026 Checchi Capital Advisers LLC4,520$300K0.0%+23.7%0.001%
5/5/2026 Maryland State Retirement & Pension System11,676$774K0.0%-20.9%0.003%
5/4/2026 Nicholson Wealth Management Group LLC26,841$1.78M1.0%+9.5%0.007%
5/4/2026 Mattern Capital Management LLC112,872$7.48M0.9%+5.6%0.030%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management39,846$2.64M0.0%+6.6%0.011%
5/4/2026 Bryn Mawr Trust Advisors LLC5,792$384K0.0%-12.2%0.002%
5/4/2026 Bleakley Financial Group LLC22,589$1.50M0.0%-2.5%0.006%
5/4/2026 Illumine Investment Management LLC50,254$3.33M2.6%-0.6%0.013%
5/4/2026 State of Michigan Retirement System80,919$5.36M0.0%-1.0%0.022%
5/4/2026 Principal Financial Group Inc.1,918,380$127.15M0.1%-29.2%0.512%
5/4/2026 Procyon Advisors LLC7,027$466K0.0%-13.9%0.002%
5/2/2026 Global Assets Advisory LLC2,761$183K0.0%-57.4%0.001%
5/2/2026 International Assets Investment Management LLC7,320$478K0.0%-8.0%0.002%
5/2/2026 Diversify Wealth Management LLC22,394$1.50M0.0%+28.6%0.006%
5/2/2026 Carnegie Investment Counsel6,239$414K0.0%+8.8%0.002%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS69,406$4.60M0.0%-0.6%0.019%
5/1/2026 Citizens Financial Group Inc. RI3,240$215K0.0%-34.9%0.001%
5/1/2026 Fifth Third Bancorp79,006$5.24M0.0%+875.9%0.021%
5/1/2026 American Trust28,966$1.92M0.2%+9.8%0.008%
5/1/2026 Simplicity Wealth LLC4,604$305K0.0%+5.8%0.001%
5/1/2026 Candriam S.C.A.16,814$1.11M0.0%-36.2%0.004%
5/1/2026 Sequoia Financial Advisors LLC9,644$639K0.0%+3.7%0.003%
Trump’s New Dollar revealed (Ad)

The last time something like this happened was 1974 - a secret deal that quietly determined the financial fate of an entire generation. According to Porter Stansberry, founder of one of the largest independent financial research firms in the world, it is happening again. Fortune calls it 'the biggest change to the world's relationship with the dollar' in a generation. Stansberry says Trump's money reset - enacted through executive orders and a treaty signed by 13 nations in December 2025 called Pax Silica - could determine whether you are enriched or quietly impoverished by the shift already underway.tc pixel

Read Porter Stansberry's full briefing and find out which moves to make now
5/1/2026 Kornitzer Capital Management Inc. KS13,115$869K0.0%-2.6%0.004%
5/1/2026 Manning & Napier Advisors LLC54,231$3.59M0.1%-5.4%0.014%
5/1/2026 Carmel Capital Partners LLC8,877$588K0.2%+21.4%0.002%
4/30/2026 Hsbc Holdings PLC1,103,332$73.18M0.0%-36.4%0.295%
4/30/2026 Kestra Advisory Services LLC67,753$4.49M0.0%-1.0%0.018%
4/30/2026 Sumitomo Mitsui Trust Group Inc.563,768$37.37M0.0%-21.4%0.151%
4/30/2026 Resona Asset Management Co. Ltd.118,494$7.85M0.0%-14.2%0.032%
4/30/2026 Isthmus Partners LLC204,520$13.56M1.4%-2.0%0.055%
4/30/2026 Personal CFO Solutions LLC23,802$1.58M0.2%+1.6%0.006%
4/30/2026 Oregon Public Employees Retirement Fund34,200$2.27M0.0%-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.


Related Companies

This page (NYSE:WRB) was last updated on 6/6/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
How to get into the SpaceX IPO before June 12
Former tech executive and angel investor Jeff Brown - who identified Bitcoin, Tesla, and Nvidia before their h...
Brownstone Research | Sponsoredtc pixel
BUY THIS: Claim a backdoor stake in SpaceX before June 12
Marc Chaikin, the Wall Street veteran who spotted Nvidia before a 45,000% run, says there's a simple trade ava...
Chaikin Analytics | Sponsoredtc pixel
One page of the SpaceX S-1 will move this stock overnight
When SpaceX files its S-1 in June, the SEC will require full disclosure of operating expenses - including powe...
Behind the Markets | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel