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W.R. Berkley (WRB) Institutional Ownership

W.R. Berkley logo
$68.45 +0.11 (+0.16%)
As of 08/28/2026 03:58 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)
473
Total
Institutional Inflows
(last 12 months)
$8.06B
Number of
Institutional Sellers
(last 12 months)
401
Total
Institutional Outflows
(last 12 months)
$2.43B
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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
8/27/2026 Corient Private Wealth LP123,513$8.71M0.0%+6.6%0.033%
8/26/2026 Amundi647,848$45.69M0.0%-10.2%0.175%
8/26/2026 HighTower Advisors LLC64,439$4.55M0.0%+2.1%0.017%
8/24/2026 California State Teachers Retirement System22,454,989$1.58B0.0%+7,152.6%6.049%
8/23/2026 Wedmont Private Capital9,964$719K0.0%+17.5%0.003%
8/23/2026 Insight Inv LLC40,655$2.87M1.4%+9.7%0.011%
8/23/2026 HB Wealth Management LLC18,442$1.30M0.0%+46.2%0.005%
8/23/2026 Saudi Central Bank15,073$1.06M0.0%+65.3%0.004%
8/23/2026 Angeles Wealth Management LLC4,562$326K0.0%N/A0.001%
8/22/2026 BAM Wealth Management LLC10,472$739K0.5%N/A0.003%
8/22/2026 TD Waterhouse Canada Inc.17,680$1.25M0.0%-51.6%0.005%
8/22/2026 Barlow Wealth Partners LLC271,315$19.34M2.0%+0.4%0.073%
8/22/2026 Concurrent Investment Advisors LLC19,709$1.39M0.0%+48.6%0.005%
8/22/2026 NEOS Investment Management LLC49,818$3.51M0.0%+7.2%0.013%
8/21/2026 AXQ Capital LP7,132$503K0.1%-75.7%0.002%
8/21/2026 iSAM Funds UK Ltd14,500$1.02M0.7%N/A0.004%
8/21/2026 Alamar Capital Management LLC15,300$1.09M0.6%-50.0%0.004%
8/21/2026 Nykredit A S78,345$5.53M0.0%N/A0.021%
8/20/2026 Ancora Advisors LLC14,702$1.04M0.0%-3.7%0.004%
8/20/2026 Susquehanna Fundamental Investments LLC358,749$25.30M0.5%+98.5%0.097%
8/20/2026 Benjamin Edwards Inc.100,422$7.08M0.1%-6.0%0.027%
8/20/2026 Northwestern Mutual Wealth Management Co.13,573$957K0.0%-7.7%0.004%
8/20/2026 Wedbush Securities Inc.15,326$1.08M0.0%-9.2%0.004%
8/20/2026 Hennessy Advisors Inc.38,400$2.71M0.1%-2.8%0.010%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,041,622$144.00M0.0%-6.2%0.550%
8/19/2026 Royal London Asset Management Ltd.2,115,249$149.19M0.3%-7.4%0.570%
8/19/2026 Mufg Securities Americas Inc.8,858$625K0.0%+7.4%0.002%
8/19/2026 Van ECK Associates Corp35,193$2.48M0.0%-35.8%0.009%
8/19/2026 Nissay Asset Management Corp Japan29,752$2.10M0.0%-8.5%0.008%
8/19/2026 Hsbc Holdings PLC1,110,733$78.63M0.0%+0.7%0.299%
8/19/2026 Wellington Management Group LLP19,290$1.36M0.0%-8.7%0.005%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt696$49K0.0%N/A0.000%
8/18/2026 Public Employees Retirement System of Ohio64,675$4.56M0.0%N/A0.017%
8/14/2026 Manning & Napier Advisors LLC54,888$3.90M0.0%N/A0.015%
8/13/2026 S&G Foundation3,375$238K0.0%N/A0.001%
8/13/2026 Davis Asset Management L.P.5,804$409K0.0%N/A0.002%
8/12/2026 Heartland Bank & Trust Co4,432$313K0.1%N/A0.001%
8/11/2026 Madison Asset Management LLC1,497,784$105.64M1.3%N/A0.403%
8/10/2026 Danske Bank A S260,160$18.35M0.0%N/A0.070%
8/7/2026 Buckland Partners Management Co LLC148,500$10.56M5.2%N/A0.040%
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8/6/2026 Bank of New York Mellon Corp1,347,506$95.04M0.0%N/A0.363%
8/6/2026 Stoneridge Investment Partners LLC12,324$894K0.6%N/A0.003%
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%
6/18/2026 Western Wealth Management LLC2,665$177K0.0%N/A0.001%
6/18/2026 Pacer Advisors Inc.26,987$1.79M0.0%-24.0%0.007%
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%
5/19/2026Janus 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 Company499,839$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%
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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%


WRB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,007 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), California State Teachers Retirement System ($1.58B), State Street Corp ($1.05B), Kayne Anderson Rudnick Investment Management LLC ($838.81M), Morgan Stanley ($687.06M), and Jefferies Financial Group Inc. ($682.82M).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 922 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), California State Teachers Retirement System ($22.15M), Norges Bank ($15.88M), Jefferies Financial Group Inc. ($9.11M), Principal Financial Group Inc. ($6.58M), State Street Corp ($5.10M), and Janus Henderson Group PLC ($3.83M).

Institutional investors have bought a total of 113,620,644 shares in the last 24 months. This purchase volume represents approximately $8.06B in transactions.

Of the 401 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), Arrowstreet Capital Limited Partnership ($740.85K), and Corient Private Wealth LLC ($731.59K).

Institutional investors have sold a total of 34,008,235 shares in the last 24 months. This volume of shares sold represents approximately $2.43B in transactions.


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Institutional ownership data for NYSE:WRB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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