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NVDA   805.31 (-4.89%)
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NIO   3.81 (-4.75%)
BABA   68.52 (-0.52%)
T   16.34 (+0.06%)
F   12.09 (+0.25%)
MU   106.97 (-4.43%)
GE   148.61 (-2.83%)
CGC   8.01 (+2.30%)
DIS   111.29 (-1.01%)
AMC   3.18 (+8.90%)
PFE   25.80 (+1.61%)
PYPL   61.77 (-0.53%)
XOM   119.89 (+1.16%)
S&P 500   4,970.64 (-0.81%)
DOW   37,853.71 (+0.21%)
QQQ   415.91 (-1.77%)
AAPL   164.25 (-1.67%)
MSFT   398.79 (-1.36%)
META   482.93 (-3.76%)
GOOGL   153.41 (-1.67%)
AMZN   174.62 (-2.57%)
TSLA   148.76 (-0.78%)
NVDA   805.31 (-4.89%)
AMD   147.96 (-4.59%)
NIO   3.81 (-4.75%)
BABA   68.52 (-0.52%)
T   16.34 (+0.06%)
F   12.09 (+0.25%)
MU   106.97 (-4.43%)
GE   148.61 (-2.83%)
CGC   8.01 (+2.30%)
DIS   111.29 (-1.01%)
AMC   3.18 (+8.90%)
PFE   25.80 (+1.61%)
PYPL   61.77 (-0.53%)
XOM   119.89 (+1.16%)
S&P 500   4,970.64 (-0.81%)
DOW   37,853.71 (+0.21%)
QQQ   415.91 (-1.77%)
AAPL   164.25 (-1.67%)
MSFT   398.79 (-1.36%)
META   482.93 (-3.76%)
GOOGL   153.41 (-1.67%)
AMZN   174.62 (-2.57%)
TSLA   148.76 (-0.78%)
NVDA   805.31 (-4.89%)
AMD   147.96 (-4.59%)
NIO   3.81 (-4.75%)
BABA   68.52 (-0.52%)
T   16.34 (+0.06%)
F   12.09 (+0.25%)
MU   106.97 (-4.43%)
GE   148.61 (-2.83%)
CGC   8.01 (+2.30%)
DIS   111.29 (-1.01%)
AMC   3.18 (+8.90%)
PFE   25.80 (+1.61%)
PYPL   61.77 (-0.53%)
XOM   119.89 (+1.16%)

W. R. Berkley (WRB) Institutional Ownership

$81.94
+0.96 (+1.19%)
(As of 12:15 PM ET)

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

Current
Institutional Ownership
Percentage
68.82%
Number of
Institutional Buyers
(last 12 months)
488
Total
Institutional Inflows
(last 12 months)
$2.29B
Number of
Institutional Sellers
(last 12 months)
339
Total
Institutional Outflows
(last 12 months)
$1.45B
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Skip Chart & View Institutional Buying and Selling Data

WRB Institutional Buying and Selling by Quarter

W. R. Berkley Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024Sumitomo Mitsui Trust Holdings Inc.520,067$46.00M0.0%+0.1%0.203%
4/18/2024State of Michigan Retirement System55,546$4.91M0.0%-0.4%0.022%
4/18/2024Applied Capital LLC FL19,497$1.72M1.4%+1.8%0.008%
4/18/2024Financial Strategies Group Inc.62,874$5.27M1.4%+18.4%0.025%
4/18/2024Allspring Global Investments Holdings LLC232,671$20.58M0.0%-39.8%0.091%
4/18/2024LVW Advisors LLC9,143$809K0.1%-3.5%0.004%
4/17/2024Iron Horse Wealth Management LLC2,218$196K0.1%-13.8%0.001%
4/17/2024Vicus Capital2,784$246K0.0%N/A0.001%
4/17/2024Romano Brothers AND Company4,475$396K0.1%-3.2%0.002%
4/17/2024Hennion & Walsh Asset Management Inc.6,223$550K0.0%-57.3%0.002%
4/16/2024Firethorn Wealth Partners LLC2,737$242K0.1%N/A0.001%
4/16/2024Thrive Wealth Management LLC3,378$299K0.1%+6.4%0.001%
4/16/2024Wealth Enhancement Advisory Services LLC7,464$660K0.0%+6.1%0.003%
4/15/2024Agate Pass Investment Management LLC25,983$2.30M1.2%-0.7%0.010%
4/15/2024Sound Income Strategies LLC451$40K0.0%+563.2%0.000%
4/15/2024West Paces Advisors Inc.1,228$109K0.0%+12.7%0.000%
4/12/2024 Gateway Investment Advisers LLC72,945$6.45M0.1%-12.9%0.028%
4/12/2024 Global Assets Advisory LLC91,560$8.10M0.0%N/A0.036%
4/12/2024 AdvisorNet Financial Inc1,436$127K0.0%+15.9%0.001%
4/12/2024 Washington Capital Management Inc.7,600$672K0.5%-15.6%0.003%
4/11/2024 Ballentine Partners LLC9,479$838K0.0%+3.3%0.004%
4/11/2024 MJP Associates Inc. ADV4,727$418K0.1%+25.3%0.002%
4/11/2024 Optimum Investment Advisors1,975$175K0.1%+14.5%0.001%
4/11/2024 CHURCHILL MANAGEMENT Corp218,391$19.31M0.2%+0.9%0.085%
4/11/2024 Tealwood Asset Management Inc.27,459$2.43M1.1%N/A0.011%
4/11/2024 Financiere des Professionnels Fonds d investissement inc.12,237$1.08M0.1%+22.1%0.005%
4/10/2024 Park Avenue Securities LLC6,348$561K0.0%-11.9%0.002%
4/10/2024 Wedmont Private Capital4,768$399K0.0%+3.0%0.002%
4/9/2024 Alaska Permanent Fund Corp73,756$6.52M0.1%+2.8%0.029%
4/8/2024Pensionfund Sabic14,500$1.28M0.4%-27.5%0.006%
4/5/2024 First Hawaiian Bank20,166$1.78M0.1%+7.6%0.008%
4/5/2024 GAMMA Investing LLC1,901$168K0.0%+23.2%0.001%
4/5/2024 Butensky & Cohen Financial Security Inc.54,914$4.86M1.5%-5.4%0.021%
4/5/2024 Los Angeles Capital Management LLC1,157,290$102.35M0.3%+0.5%0.451%
4/5/2024 CWM LLC245,760$21.74M0.3%-7.0%0.096%
4/1/2024 Confluence Investment Management LLC935,165$82.71M1.1%N/A0.365%
3/29/2024Kapitalo Investimentos Ltda1,576$111K0.0%+268.2%0.001%
3/27/2024Nomura Holdings Inc.4,114$291K0.0%N/A0.002%
3/26/2024HighPoint Advisor Group LLC2,852$202K0.0%N/A0.001%
3/26/2024Fairman Group LLC47,785$3.38M3.2%N/A0.019%
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3/25/2024Quadrature Capital Ltd12,775$904K0.0%-61.3%0.005%
3/15/2024B. Riley Wealth Advisors Inc.3,052$216K0.0%-49.2%0.001%
3/11/2024Vanguard Group Inc.24,243,598$1.71B0.0%-0.4%9.450%
3/8/2024Trust Co. of Vermont13,757$973K0.1%-2.0%0.005%
3/6/2024Alamar Capital Management LLC35,617$2.52M2.0%+1.4%0.014%
3/5/2024Greenwood Capital Associates LLC5,932$420K0.1%N/A0.002%
3/5/2024Wellington Management Group LLP834,593$59.02M0.0%-8.7%0.325%
3/1/2024Royal London Asset Management Ltd.151,257$10.70M0.0%-9.4%0.059%
3/1/2024Goldman Sachs Group Inc.1,396,565$98.77M0.0%-6.0%0.544%
2/28/2024American International Group Inc.53,389$3.78M0.0%-3.4%0.021%
2/26/2024Teachers Retirement System of The State of Kentucky17,601$1.25M0.0%-4.5%0.007%
2/23/2024Speece Thorson Capital Group Inc.196,845$13.92M2.9%+0.5%0.076%
2/23/2024Beacon Financial Group3,710$262K0.0%N/A0.001%
2/20/2024Aurora Investment Counsel26,317$1.79M1.1%+2.5%0.010%
2/16/2024Price T Rowe Associates Inc. MD269,821$19.08M0.0%+2.9%0.105%
2/16/2024Harbour Investments Inc.5,188$367K0.0%+23.0%0.002%
2/16/2024O Dell Group LLC2,700$191K0.0%N/A0.001%
2/16/2024Public Employees Retirement System of Ohio88,333$6.25M0.0%-2.1%0.034%
2/15/2024Mercer Global Advisors Inc. ADV78,362$5.54M0.0%+9.0%0.030%
2/15/2024Faithward Advisors LLC4,878$345K0.1%+15.1%0.002%
2/15/2024Townsquare Capital LLC13,747$972K0.0%+21.6%0.005%
2/15/2024Moneta Group Investment Advisors LLC3,170$224K0.0%-6.2%0.001%
2/15/2024Legal & General Group Plc1,732,877$122.55M0.0%+16.9%0.672%
2/15/2024Barclays PLC1,273,386$90.06M0.0%+36.4%0.494%
2/15/2024Vanguard Group Inc.24,243,598$1.71B0.0%-0.4%9.401%
2/15/2024Voloridge Investment Management LLC66,503$4.70M0.0%-87.5%0.026%
2/15/2024Voya Investment Management LLC70,492$4.99M0.0%-0.8%0.027%
2/15/2024Vident Advisory LLC48,361$3.42M0.1%+4.1%0.019%
2/15/2024West Tower Group LLC1,158$82K0.2%N/A0.000%
2/15/2024New Vernon Investment Management LLC81,960$5.80M6.7%-28.5%0.032%
2/15/2024Nuveen Asset Management LLC732,659$51.81M0.0%-14.3%0.284%
2/15/2024Prelude Capital Management LLC3,659$259K0.0%+5.8%0.001%
2/15/2024Price T Rowe Associates Inc. MD269,821$19.08M0.0%+2.9%0.105%
2/15/2024Profund Advisors LLC2,942$208K0.0%N/A0.001%
2/15/2024Public Sector Pension Investment Board31,792$2.25M0.0%-33.6%0.012%
2/15/2024Freedom Investment Management Inc.3,818$270K0.0%N/A0.001%
2/15/2024Gamco Investors INC. ET AL59,009$4.17M0.0%-2.7%0.023%
2/15/2024Gilder Gagnon Howe & Co. LLC168,274$11.90M0.2%-0.3%0.065%
2/15/2024Gotham Asset Management LLC11,055$782K0.0%+21.8%0.004%
2/15/2024Bradley Foster & Sargent Inc. CT6,175$437K0.0%-10.8%0.002%
2/15/2024C M Bidwell & Associates Ltd.1,246$88K0.1%+4,514.8%0.000%
2/15/2024Chilton Investment Co. Inc.790,698$55.92M1.6%-3.2%0.307%
2/15/2024Comerica Bank55,138$3.90M0.0%-15.9%0.021%
2/14/2024Royal Bank of Canada1,053,118$74.48M0.0%+16.5%0.408%
2/14/2024Pathstone Holdings LLC25,482$1.80M0.0%N/A0.010%
2/14/2024Kestra Advisory Services LLC10,829$766K0.0%+59.3%0.004%
2/14/2024Creative Planning39,083$2.76M0.0%+4.4%0.015%
2/14/2024Frontier Capital Management Co. LLC106,721$7.55M0.1%+0.1%0.041%
2/14/2024Ethic Inc.20,895$1.48M0.0%+26.7%0.008%
2/14/2024Dean Capital Management21,613$1.53M0.9%+5.3%0.008%
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2/14/2024MGO One Seven LLC5,836$413K0.0%-3.3%0.002%
2/14/2024Nomura Holdings Inc.4,114$291K0.0%N/A0.002%
2/14/2024Cresset Asset Management LLC8,620$610K0.0%+6.1%0.003%
2/14/2024Unigestion Holding SA9,315$659K0.0%N/A0.004%
2/14/2024State of Tennessee Treasury Department212,669$15.04M0.1%-10.0%0.082%
2/14/2024Verition Fund Management LLC20,605$1.46M0.0%-45.1%0.008%
2/14/2024Elo Mutual Pension Insurance Co17,987$1.27M0.0%+2.2%0.007%
2/14/2024Sei Investments Co.121,790$8.61M0.0%-3.6%0.047%
2/14/2024Capital Fund Management S.A.173,171$12.25M0.0%+43.4%0.067%
2/14/2024Intrinsic Edge Capital Management LLC60,000$4.24M0.4%N/A0.023%
(Data available from 1/1/2016 forward)

WRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WRB shares?

During the previous two years, 859 institutional investors and hedge funds held shares of W. R. Berkley. The most heavily invested institutionals were Vanguard Group Inc. ($1.71B), Morgan Stanley ($829.51M), BlackRock Inc. ($822.88M), State Street Corp ($642.73M), Kayne Anderson Rudnick Investment Management LLC ($432.95M), Victory Capital Management Inc. ($409.74M), and Geode Capital Management LLC ($271.72M).Learn more on WRB's institutional investors.

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

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

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

Of the 801 institutional investors that purchased W. R. Berkley stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Morgan Stanley ($9.36M), Vanguard Group Inc. ($8.72M), Norges Bank ($5.76M), State Street Corp ($5.25M), BlackRock Inc. ($5.08M), Victory Capital Management Inc. ($3.88M), and JPMorgan Chase & Co. ($2.55M).

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

Institutional investors have bought a total of 109,320,867 shares in the last 24 months. This purchase volume represents approximately $7.33B in transactions.

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

Of the 481 institutional investors that sold W. R. Berkley stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($4.64M), Citigroup Inc. ($2.21M), Kayne Anderson Rudnick Investment Management LLC ($2.11M), BloombergSen Inc. ($1.68M), Envestnet Asset Management Inc. ($1.47M), State Street Corp ($1.36M), and Nuance Investments LLC ($1.04M).

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

Institutional investors have sold a total of 41,260,207 shares in the last 24 months. This volume of shares sold represents approximately $2.69B in transactions.


This page (NYSE:WRB) was last updated on 4/19/2024 by MarketBeat.com Staff

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