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W.R. Berkley (WRB) Institutional Ownership

W.R. Berkley logo
$71.79 +1.89 (+2.71%)
Closing price 07/17/2026 03:59 PM Eastern
Extended Trading
$69.12 -2.67 (-3.71%)
As of 07/17/2026 06:26 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.
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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)
557
Total
Institutional Inflows
(last 12 months)
$7.18B
Number of
Institutional Sellers
(last 12 months)
469
Total
Institutional Outflows
(last 12 months)
$2.95B
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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
7/10/2026 Butensky & Cohen Financial Security Inc.80,208$5.66M1.4%+1.2%0.022%
7/10/2026 Tema ETFs LLC19,910$1.40M0.0%+10.5%0.005%
7/10/2026 E. Ohman J or Asset Management AB9,347$659K0.0%+42.8%0.003%
7/10/2026 Handelsbanken Fonder AB81,300$5.73M0.0%+14.8%0.022%
7/10/2026 Sage Capital Advisors llc20,768$1.47M0.3%+1.2%0.006%
7/9/2026 Allied Private Wealth LLC401$29K0.0%N/A0.000%
7/9/2026 Everpar Advisors LLC9,670$682K0.2%+4.3%0.003%
7/9/2026 Agate Pass Investment Management LLC31,899$2.25M0.8%-4.1%0.009%
7/9/2026 Valeo Financial Advisors LLC3,774$266K0.0%+4.5%0.001%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.775$55K0.0%-68.6%0.000%
7/8/2026 Czech National Bank83,712$5.90M0.0%+3.2%0.022%
7/8/2026 Assenagon Asset Management S.A.4,962$350K0.0%+3.9%0.001%
7/7/2026 Dynamic Advisor Solutions LLC8,661$611K0.0%+28.4%0.002%
7/7/2026 GAMMA Investing LLC12,186$859K0.0%+11.8%0.003%
7/7/2026 Pacific Excel Wealth Advisors Inc.3,893$275K0.1%N/A0.001%
7/1/2026 Confluence Investment Management LLC1,031,752$72.77M1.1%-7.3%0.277%
6/22/2026 Sapient Capital LLC3,147$209K0.0%N/A0.001%
6/18/2026Western Wealth Management LLC2,665$177K0.0%N/A0.001%
6/18/2026Pacer Advisors Inc.26,987$1.79M0.0%-24.0%0.007%
6/3/2026Parallel Advisors LLC3,472$230K0.0%-6.5%0.001%
6/3/2026NewEdge Advisors LLC8,883$589K0.0%-15.8%0.002%
6/1/2026First Nebraska Trust Co3,465$230K0.0%N/A0.001%
5/26/2026Glenmede Trust Co. NA6,916$458K0.0%-4.5%0.002%
5/22/2026Segall Bryant & Hamill LLC10,197$692K0.0%N/A0.003%
5/19/2026Western Wealth Management LLC2,665$177K0.0%N/A0.001%
5/19/2026Bank of America Corp DE2,904,522$192.51M0.0%+23.4%0.780%
5/19/2026Janus Henderson Group PLC2,457,890$162.91M0.1%-30.9%0.660%
5/19/2026Arkadios Wealth Advisors3,403$226K0.0%-12.9%0.001%
5/18/2026Amundi721,040$47.79M0.0%-10.3%0.194%
5/18/2026Adalta Capital Management LLC9,020$598K0.3%-29.0%0.002%
5/18/2026EverSource Wealth Advisors LLC4,812$319K0.0%-7.0%0.001%
5/18/2026Empire Financial Management Company LLC23,604$1.57M0.4%+6.5%0.006%
5/18/2026California State Teachers Retirement System309,615$20.52M0.0%-19.3%0.083%
5/18/2026Resources Management Corp CT ADV39,148$2.60M0.3%+16.1%0.011%
5/18/2026Royal Bank of Canada1,296,875$85.96M0.0%-17.2%0.348%
5/18/2026Empowered Funds LLC25,841$1.71M0.0%+129.2%0.007%
5/16/2026The Manufacturers Life Insurance Company 499,839$33.13M0.0%+4.1%0.134%
5/16/2026Quantinno Capital Management LP263,179$17.44M0.0%+8.3%0.071%
5/16/2026SummitTX Capital L.P.5,489$364K0.0%-61.5%0.001%
5/15/2026Weiss Asset Management LP14,858$985K0.0%-3.2%0.004%
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5/15/2026OMERS ADMINISTRATION Corp13,569$899K0.0%+22.8%0.004%
5/15/2026Waverly Advisors LLC62,715$4.16M0.0%+1,115.9%0.017%
5/15/2026Asset Management Group Inc.54,992$3.65M0.6%-1.4%0.015%
5/15/2026Entropy Technologies LP33,496$2.22M0.1%N/A0.009%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund18,721$1.24M0.0%+57.7%0.005%
5/14/2026Dai ichi Life Insurance Company Ltd81,828$5.42M0.2%-9.2%0.022%
5/14/2026Gabelli Funds LLC140,750$9.33M0.1%-0.7%0.038%
5/14/2026Gamco Investors INC. ET AL91,219$6.05M0.1%-1.4%0.025%
5/14/2026Hilltop Holdings Inc.9,060$600K0.1%N/A0.002%
5/14/2026Public Employees Retirement System of Ohio65,442$4.34M0.0%-25.1%0.018%
5/14/2026Compound Planning Inc.4,764$316K0.0%-6.0%0.001%
5/14/2026Arrowstreet Capital Limited Partnership803,150$53.23M0.0%-22.7%0.216%
5/14/2026Bank of Nova Scotia310,476$20.58M0.0%-9.7%0.083%
5/14/2026Sei Investments Co.173,565$11.50M0.0%-18.6%0.047%
5/14/2026Alamar Capital Management LLC30,575$2.03M1.2%N/A0.008%
5/14/2026Lido Advisors LLC29,044$1.93M0.0%+0.8%0.008%
5/13/2026Cetera Investment Advisers79,272$5.25M0.0%+1.6%0.021%
5/13/2026NewEdge 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%
5/13/2026CI Investments Inc.28,655$1.90M0.0%+28.1%0.008%
5/13/2026First Trust Advisors LP3,972,929$263.33M0.2%+10.5%1.067%
5/12/2026Westpac Banking Corp373$25K0.0%-70.3%0.000%
5/12/2026ABN Amro Investment Solutions11,734$778K0.0%-6.7%0.003%
5/8/2026Andra AP fonden17,907$1.19M0.0%-89.9%0.005%
5/8/2026Madison Asset Management LLC1,618,906$107.30M1.3%-6.1%0.435%
5/8/2026Cassaday & Co Wealth Management LLC6,057$401K0.0%+3.5%0.002%
5/8/2026JSF Financial LLC18,525$1.23M0.2%+7.6%0.005%
5/7/2026Florida Financial Advisors LLC4,183$277K0.1%+32.2%0.001%
5/7/2026Meeder Advisory Services Inc.4,217$279K0.0%-21.3%0.001%
5/7/2026Dimensional Fund Advisors LP3,768,180$249.76M0.1%+3.6%1.012%
5/7/2026Parallel Advisors LLC3,472$230K0.0%-6.5%0.001%
5/7/2026KBC Group NV119,702$7.93M0.0%-4.9%0.032%
5/7/2026SEB Asset Management AB59,523$3.95M0.0%N/A0.016%
5/7/2026Swiss National Bank724,962$48.05M0.0%-12.8%0.195%
5/7/2026Legacy Wealth Advisors LLC3,159$209K0.1%-6.2%0.001%
5/6/2026California Public Employees Retirement System502,561$33.31M0.0%-35.0%0.135%
5/6/2026Assetmark Inc.132,231$8.76M0.0%+9.9%0.035%
5/6/2026 Gallacher Capital Management LLC5,128$340K0.1%N/A0.001%
5/6/2026Bessemer Group Inc.13,049$865K0.0%+20.6%0.003%
5/6/2026 SteelPeak Wealth LLC52,609$3.49M0.1%-3.8%0.014%
5/6/2026Aware Super Pty Ltd as trustee of Aware Super364,949$24.19M0.4%N/A0.097%
5/5/2026Wealthfront Advisers LLC18,431$1.22M0.0%-6.8%0.005%
5/5/2026D.A. Davidson & CO.21,114$1.40M0.0%-2.2%0.006%
5/5/2026Bank of New York Mellon Corp2,033,932$134.81M0.0%-7.6%0.543%
5/5/2026Illinois Municipal Retirement Fund245,499$16.27M0.2%-2.1%0.066%
5/5/2026Geneos Wealth Management Inc.5,647$374K0.0%+157.4%0.002%
5/5/20261ST Source Bank3,722$247K0.0%+21.0%0.001%
5/5/2026Checchi Capital Advisers LLC4,520$300K0.0%+23.7%0.001%
5/5/2026Maryland State Retirement & Pension System11,676$774K0.0%-20.9%0.003%
5/4/2026Nicholson Wealth Management Group LLC26,841$1.78M1.0%+9.5%0.007%
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5/4/2026Mattern 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%
5/4/2026Bryn Mawr Trust Advisors LLC5,792$384K0.0%-12.2%0.002%
5/4/2026Bleakley Financial Group LLC22,589$1.50M0.0%-2.5%0.006%
5/4/2026Illumine Investment Management LLC50,254$3.33M2.6%-0.6%0.013%
5/4/2026State of Michigan Retirement System80,919$5.36M0.0%-1.0%0.022%
5/4/2026Principal 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%
5/2/2026Global Assets Advisory LLC2,761$183K0.0%-57.4%0.001%
5/2/2026International Assets Investment Management LLC7,320$478K0.0%-8.0%0.002%


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 939 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 100,580,349 shares in the last 24 months. This purchase volume represents approximately $7.18B in transactions.

Of the 469 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 40,987,968 shares in the last 24 months. This volume of shares sold represents approximately $2.95B in transactions.


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This page (NYSE:WRB) was last updated on 7/19/2026 by MarketBeat.com Staff.
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