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W.R. Berkley (WRB) Institutional Ownership

W.R. Berkley logo
$71.87 -0.18 (-0.25%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$71.91 +0.04 (+0.05%)
As of 10/9/2026 07:30 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)
477
Total
Institutional Inflows
(last 12 months)
$6.55B
Number of
Institutional Sellers
(last 12 months)
398
Total
Institutional Outflows
(last 12 months)
$2.44B
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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
10/9/2026Wedmont Private Capital10,146$731K0.0%+1.8%0.003%
10/9/2026Monument Capital Management5,101$345K0.1%+32.6%0.001%
10/8/2026Apella Capital LLC3,939$275K0.0%-8.0%0.001%
10/2/2026 CX Institutional4,552$307K0.0%+10.5%0.001%
10/1/2026 Confluence Investment Management LLC946,290$63.91M1.0%-8.3%0.255%
9/23/2026QRG Capital Management Inc.43,570$3.07M0.0%+13.9%0.012%
9/23/2026Envestnet Portfolio Solutions Inc.9,467$668K0.0%+2.6%0.003%
9/18/2026Security National Bank of SO Dak643$45K0.0%N/A0.000%
9/9/2026Sequoia Financial Advisors LLC14,948$1.05M0.0%+55.0%0.004%
9/9/2026Tidal Investments LLC69,008$4.87M0.0%-3.6%0.019%
9/9/2026National Pension Service51,537$3.64M0.0%+81.4%0.014%
9/9/2026Engineers Gate Manager LP11,782$831K0.0%+164.3%0.003%
9/9/2026Integrated Wealth Concepts LLC12,024$848K0.0%-15.6%0.003%
9/9/2026NewEdge Advisors LLC34,493$2.43M0.0%+288.3%0.009%
9/9/2026IFP Advisors Inc466$33K0.0%+44.7%0.000%
9/9/2026Squarepoint Ops LLC751,280$52.99M0.1%+1,300.5%0.202%
9/9/2026Baird Financial Group Inc.12,176$859K0.0%+4.3%0.003%
9/8/2026Mraz Amerine & Associates Inc.635,753$44.84M6.3%+0.8%0.171%
9/8/2026Allworth Financial LP4,080$288K0.0%+79.7%0.001%
9/8/2026Arizona State Retirement System61,738$4.35M0.0%-8.0%0.017%
9/8/2026West Family Investments Inc.4,331$305K0.1%+22.6%0.001%
9/8/2026Waverly Advisors LLC6,808$480K0.0%-89.1%0.002%
9/8/2026Empirical Finance LLC10,426$735K0.0%+3.5%0.003%
9/8/2026Nykredit A S69,162$4.88M0.0%N/A0.019%
8/27/2026Corient Private Wealth LP123,513$8.71M0.0%+6.6%0.033%
8/26/2026Amundi647,848$45.69M0.0%-10.2%0.175%
8/26/2026HighTower Advisors LLC64,439$4.55M0.0%+2.1%0.017%
8/23/2026Wedmont Private Capital9,964$719K0.0%+17.5%0.003%
8/23/2026Insight Inv LLC40,655$2.87M1.4%+9.7%0.011%
8/23/2026HB Wealth Management LLC18,442$1.30M0.0%+46.2%0.005%
8/23/2026Saudi Central Bank15,073$1.06M0.0%+65.3%0.004%
8/23/2026Angeles Wealth Management LLC4,562$326K0.0%N/A0.001%
8/22/2026BAM Wealth Management LLC10,472$739K0.5%N/A0.003%
8/22/2026TD Waterhouse Canada Inc.17,680$1.25M0.0%-51.6%0.005%
8/22/2026Barlow Wealth Partners LLC271,315$19.34M2.0%+0.4%0.073%
8/22/2026Concurrent Investment Advisors LLC19,709$1.39M0.0%+48.6%0.005%
8/22/2026NEOS Investment Management LLC49,818$3.51M0.0%+7.2%0.013%
8/21/2026AXQ Capital LP7,132$503K0.1%-75.7%0.002%
8/21/2026iSAM Funds UK Ltd14,500$1.02M0.7%N/A0.004%
8/21/2026Alamar Capital Management LLC15,300$1.09M0.6%-50.0%0.004%
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8/21/2026Nykredit A S78,345$5.53M0.0%N/A0.021%
8/20/2026Ancora Advisors LLC14,702$1.04M0.0%-3.7%0.004%
8/20/2026Susquehanna Fundamental Investments LLC358,749$25.30M0.5%+98.5%0.097%
8/20/2026Benjamin Edwards Inc.100,422$7.08M0.1%-6.0%0.027%
8/20/2026Northwestern Mutual Wealth Management Co.13,573$957K0.0%-7.7%0.004%
8/20/2026Wedbush Securities Inc.15,326$1.08M0.0%-9.2%0.004%
8/20/2026Hennessy Advisors Inc.38,400$2.71M0.1%-2.8%0.010%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,041,622$144.00M0.0%-6.2%0.550%
8/19/2026Royal London Asset Management Ltd.2,115,249$149.19M0.3%-7.4%0.570%
8/19/2026Mufg Securities Americas Inc.8,858$625K0.0%+7.4%0.002%
8/19/2026Van ECK Associates Corp35,193$2.48M0.0%-35.8%0.009%
8/19/2026Nissay Asset Management Corp Japan29,752$2.10M0.0%-8.5%0.008%
8/19/2026Hsbc Holdings PLC1,110,733$78.63M0.0%+0.7%0.299%
8/19/2026Wellington Management Group LLP19,290$1.36M0.0%-8.7%0.005%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt696$49K0.0%N/A0.000%
8/18/2026Public Employees Retirement System of Ohio64,675$4.56M0.0%N/A0.017%
8/14/2026Manning & Napier Advisors LLC54,888$3.90M0.0%N/A0.015%
8/13/2026S&G Foundation3,375$238K0.0%N/A0.001%
8/13/2026Davis Asset Management L.P.5,804$409K0.0%N/A0.002%
8/12/2026Heartland Bank & Trust Co4,432$313K0.1%N/A0.001%
8/11/2026Madison Asset Management LLC1,497,784$105.64M1.3%N/A0.403%
8/10/2026Danske Bank A S260,160$18.35M0.0%N/A0.070%
8/7/2026Buckland Partners Management Co LLC148,500$10.56M5.2%N/A0.040%
8/6/2026Bank of New York Mellon Corp1,347,506$95.04M0.0%N/A0.363%
8/6/2026Stoneridge Investment Partners LLC12,324$894K0.6%N/A0.003%
7/10/2026Butensky & Cohen Financial Security Inc.80,208$5.66M1.4%+1.2%0.022%
7/10/2026Tema ETFs LLC19,910$1.40M0.0%+10.5%0.005%
7/10/2026E. Ohman J or Asset Management AB9,347$659K0.0%+42.8%0.003%
7/10/2026Handelsbanken Fonder AB81,300$5.73M0.0%+14.8%0.022%
7/10/2026Sage Capital Advisors llc20,768$1.47M0.3%+1.2%0.006%
7/9/2026Allied Private Wealth LLC401$29K0.0%N/A0.000%
7/9/2026Everpar Advisors LLC9,670$682K0.2%+4.3%0.003%
7/9/2026Agate Pass Investment Management LLC31,899$2.25M0.8%-4.1%0.009%
7/9/2026Valeo Financial Advisors LLC3,774$266K0.0%+4.5%0.001%
7/8/2026Thurston Springer Miller Herd & Titak Inc.775$55K0.0%-68.6%0.000%
7/8/2026Czech National Bank83,712$5.90M0.0%+3.2%0.022%
7/8/2026Assenagon Asset Management S.A.4,962$350K0.0%+3.9%0.001%
7/7/2026Dynamic Advisor Solutions LLC8,661$611K0.0%+28.4%0.002%
7/7/2026GAMMA Investing LLC12,186$859K0.0%+11.8%0.003%
7/7/2026Pacific 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%
6/22/2026Sapient 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%
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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%


WRB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,004 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 916 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. ($6.58M), 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 92,215,505 shares in the last 24 months. This purchase volume represents approximately $6.55B in transactions.

Of the 397 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 ($715.53K).

Institutional investors have sold a total of 34,101,588 shares in the last 24 months. This volume of shares sold represents approximately $2.44B 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 10/9/2026. New 13F filings are added each quarter as they're published.
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