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W.R. Berkley (WRB) Institutional Ownership

W.R. Berkley logo
$66.38 +0.35 (+0.53%)
Closing price 05/15/2026 03:59 PM Eastern
Extended Trading
$66.45 +0.07 (+0.11%)
As of 05/15/2026 04:10 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)
568
Total
Institutional Inflows
(last 12 months)
$7.17B
Number of
Institutional Sellers
(last 12 months)
479
Total
Institutional Outflows
(last 12 months)
$2.88B
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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
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%
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%
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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%
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%
4/29/2026 Montag A & Associates Inc.71,648$4.75M0.2%-6.5%0.019%
4/29/2026 Resonant Capital Advisors LLC8,525$565K0.0%-55.3%0.002%
4/29/2026 Burney Co.98,804$6.55M0.2%-14.3%0.026%
4/29/2026 Baxter Bros Inc.72,214$4.79M0.6%-6.5%0.019%
4/28/2026 Busey Bank7,214$478K0.0%N/A0.002%
4/28/2026 Corbyn Investment Management Inc. MD128,104$8.49M2.8%-0.2%0.034%
4/28/2026 PUREfi Wealth LLC3,082$204K0.1%-8.9%0.001%
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4/28/2026 Whittier Trust Co.2,584$171K0.0%-26.2%0.001%
4/28/2026 Stephens Inc. AR169,325$11.22M0.1%-38.2%0.045%
4/28/2026 St. Johns Investment Management Company LLC2,117$140K0.1%+25.5%0.001%
4/28/2026 Koshinski Asset Management Inc.3,145$208K0.0%-21.8%0.001%
4/28/2026 CWS Financial Advisors LLC3,496$232K0.1%-7.0%0.001%
4/28/2026 QRG Capital Management Inc.38,254$2.54M0.0%+1.9%0.010%
4/27/2026 HB Wealth Management LLC12,618$836K0.0%+7.6%0.003%
4/27/2026 World Investment Advisors5,867$389K0.0%-12.8%0.002%
4/27/2026 New York State Teachers Retirement System257,232$17.05M0.0%-4.2%0.069%
4/27/2026 Private Advisor Group LLC19,142$1.27M0.0%-4.2%0.005%


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 941 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 100,319,491 shares in the last 24 months. This purchase volume represents approximately $7.17B in transactions.

Of the 479 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: JPMorgan Chase & Co. ($4.31M), Janus Henderson Group PLC ($3.38M), 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 39,867,148 shares in the last 24 months. This volume of shares sold represents approximately $2.88B in transactions.


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This page (NYSE:WRB) was last updated on 5/17/2026 by MarketBeat.com Staff.
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