W.R. Berkley (WRB) Institutional Ownership

$69.89 -0.21 (-0.30%)

Closing price 09/18/2026 03:59 PM Eastern

Extended Trading

$69.78 -0.11 (-0.15%)

As of 09/18/2026 07:30 PM Eastern

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Current Institutional Ownership Percentage: 68.82%
Number of Institutional Buyers (last 12 months): 477
Total Institutional Inflows (last 12 months): $6.56B

Number of Institutional Sellers (last 12 months): 402
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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/18/2026	Security National Bank of SO Dak	643	$45K	0.0%	N/A	0.000%
9/9/2026	Sequoia Financial Advisors LLC	14,948	$1.05M	0.0%	+55.0%	0.004%
9/9/2026	Tidal Investments LLC	69,008	$4.87M	0.0%	-3.6%	0.019%
9/9/2026	National Pension Service	51,537	$3.64M	0.0%	+81.4%	0.014%
9/9/2026	Engineers Gate Manager LP	11,782	$831K	0.0%	+164.3%	0.003%
9/9/2026	Integrated Wealth Concepts LLC	12,024	$848K	0.0%	-15.6%	0.003%
9/9/2026	NewEdge Advisors LLC	34,493	$2.43M	0.0%	+288.3%	0.009%
9/9/2026	IFP Advisors Inc	466	$33K	0.0%	+44.7%	0.000%
9/9/2026	Squarepoint Ops LLC	751,280	$52.99M	0.1%	+1,300.5%	0.202%
9/9/2026	Baird Financial Group Inc.	12,176	$859K	0.0%	+4.3%	0.003%
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9/8/2026	Mraz Amerine & Associates Inc.	635,753	$44.84M	6.3%	+0.8%	0.171%
9/8/2026	Allworth Financial LP	4,080	$288K	0.0%	+79.7%	0.001%
9/8/2026	Arizona State Retirement System	61,738	$4.35M	0.0%	-8.0%	0.017%
9/8/2026	West Family Investments Inc.	4,331	$305K	0.1%	+22.6%	0.001%
9/8/2026	Waverly Advisors LLC	6,808	$480K	0.0%	-89.1%	0.002%
9/8/2026	Empirical Finance LLC	10,426	$735K	0.0%	+3.5%	0.003%
9/8/2026	Nykredit A S	69,162	$4.88M	0.0%	N/A	0.019%
8/27/2026	Corient Private Wealth LP	123,513	$8.71M	0.0%	+6.6%	0.033%
8/26/2026	Amundi	647,848	$45.69M	0.0%	-10.2%	0.175%
8/26/2026	HighTower Advisors LLC	64,439	$4.55M	0.0%	+2.1%	0.017%
8/23/2026	Wedmont Private Capital	9,964	$719K	0.0%	+17.5%	0.003%
8/23/2026	Insight Inv LLC	40,655	$2.87M	1.4%	+9.7%	0.011%
8/23/2026	HB Wealth Management LLC	18,442	$1.30M	0.0%	+46.2%	0.005%
8/23/2026	Saudi Central Bank	15,073	$1.06M	0.0%	+65.3%	0.004%
8/23/2026	Angeles Wealth Management LLC	4,562	$326K	0.0%	N/A	0.001%
8/22/2026	BAM Wealth Management LLC	10,472	$739K	0.5%	N/A	0.003%
8/22/2026	TD Waterhouse Canada Inc.	17,680	$1.25M	0.0%	-51.6%	0.005%
8/22/2026	Barlow Wealth Partners LLC	271,315	$19.34M	2.0%	+0.4%	0.073%
8/22/2026	Concurrent Investment Advisors LLC	19,709	$1.39M	0.0%	+48.6%	0.005%
8/22/2026	NEOS Investment Management LLC	49,818	$3.51M	0.0%	+7.2%	0.013%
8/21/2026	AXQ Capital LP	7,132	$503K	0.1%	-75.7%	0.002%
8/21/2026	iSAM Funds UK Ltd	14,500	$1.02M	0.7%	N/A	0.004%
8/21/2026	Alamar Capital Management LLC	15,300	$1.09M	0.6%	-50.0%	0.004%
8/21/2026	Nykredit A S	78,345	$5.53M	0.0%	N/A	0.021%
8/20/2026	Ancora Advisors LLC	14,702	$1.04M	0.0%	-3.7%	0.004%
8/20/2026	Susquehanna Fundamental Investments LLC	358,749	$25.30M	0.5%	+98.5%	0.097%
8/20/2026	Benjamin Edwards Inc.	100,422	$7.08M	0.1%	-6.0%	0.027%
8/20/2026	Northwestern Mutual Wealth Management Co.	13,573	$957K	0.0%	-7.7%	0.004%
8/20/2026	Wedbush Securities Inc.	15,326	$1.08M	0.0%	-9.2%	0.004%
8/20/2026	Hennessy Advisors Inc.	38,400	$2.71M	0.1%	-2.8%	0.010%
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8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,041,622	$144.00M	0.0%	-6.2%	0.550%
8/19/2026	Royal London Asset Management Ltd.	2,115,249	$149.19M	0.3%	-7.4%	0.570%
8/19/2026	Mufg Securities Americas Inc.	8,858	$625K	0.0%	+7.4%	0.002%
8/19/2026	Van ECK Associates Corp	35,193	$2.48M	0.0%	-35.8%	0.009%
8/19/2026	Nissay Asset Management Corp Japan	29,752	$2.10M	0.0%	-8.5%	0.008%
8/19/2026	Hsbc Holdings PLC	1,110,733	$78.63M	0.0%	+0.7%	0.299%
8/19/2026	Wellington Management Group LLP	19,290	$1.36M	0.0%	-8.7%	0.005%
8/18/2026	Livforsakringsbolaget Skandia Omsesidigt	696	$49K	0.0%	N/A	0.000%
8/18/2026	Public Employees Retirement System of Ohio	64,675	$4.56M	0.0%	N/A	0.017%
8/14/2026	Manning & Napier Advisors LLC	54,888	$3.90M	0.0%	N/A	0.015%
8/13/2026	S&G Foundation	3,375	$238K	0.0%	N/A	0.001%
8/13/2026	Davis Asset Management L.P.	5,804	$409K	0.0%	N/A	0.002%
8/12/2026	Heartland Bank & Trust Co	4,432	$313K	0.1%	N/A	0.001%
8/11/2026	Madison Asset Management LLC	1,497,784	$105.64M	1.3%	N/A	0.403%
8/10/2026	Danske Bank A S	260,160	$18.35M	0.0%	N/A	0.070%
8/7/2026	Buckland Partners Management Co LLC	148,500	$10.56M	5.2%	N/A	0.040%
8/6/2026	Bank of New York Mellon Corp	1,347,506	$95.04M	0.0%	N/A	0.363%
8/6/2026	Stoneridge Investment Partners LLC	12,324	$894K	0.6%	N/A	0.003%
7/10/2026	Butensky & Cohen Financial Security Inc.	80,208	$5.66M	1.4%	+1.2%	0.022%
7/10/2026	Tema ETFs LLC	19,910	$1.40M	0.0%	+10.5%	0.005%
7/10/2026	E. Ohman J or Asset Management AB	9,347	$659K	0.0%	+42.8%	0.003%
7/10/2026	Handelsbanken Fonder AB	81,300	$5.73M	0.0%	+14.8%	0.022%
7/10/2026	Sage Capital Advisors llc	20,768	$1.47M	0.3%	+1.2%	0.006%
7/9/2026	Allied Private Wealth LLC	401	$29K	0.0%	N/A	0.000%
7/9/2026	Everpar Advisors LLC	9,670	$682K	0.2%	+4.3%	0.003%
7/9/2026	Agate Pass Investment Management LLC	31,899	$2.25M	0.8%	-4.1%	0.009%
7/9/2026	Valeo Financial Advisors LLC	3,774	$266K	0.0%	+4.5%	0.001%
7/8/2026	Thurston Springer Miller Herd & Titak Inc.	775	$55K	0.0%	-68.6%	0.000%
7/8/2026	Czech National Bank	83,712	$5.90M	0.0%	+3.2%	0.022%
7/8/2026	Assenagon Asset Management S.A.	4,962	$350K	0.0%	+3.9%	0.001%
7/7/2026	Dynamic Advisor Solutions LLC	8,661	$611K	0.0%	+28.4%	0.002%
7/7/2026	GAMMA Investing LLC	12,186	$859K	0.0%	+11.8%	0.003%
7/7/2026	Pacific Excel Wealth Advisors Inc.	3,893	$275K	0.1%	N/A	0.001%
7/1/2026	Confluence Investment Management LLC	1,031,752	$72.77M	1.1%	-7.3%	0.277%
6/22/2026	Sapient Capital LLC	3,147	$209K	0.0%	N/A	0.001%
6/18/2026	Western Wealth Management LLC	2,665	$177K	0.0%	N/A	0.001%
6/18/2026	Pacer Advisors Inc.	26,987	$1.79M	0.0%	-24.0%	0.007%
6/3/2026	Parallel Advisors LLC	3,472	$230K	0.0%	-6.5%	0.001%
6/3/2026	NewEdge Advisors LLC	8,883	$589K	0.0%	-15.8%	0.002%
6/1/2026	First Nebraska Trust Co	3,465	$230K	0.0%	N/A	0.001%
5/26/2026	Glenmede Trust Co. NA	6,916	$458K	0.0%	-4.5%	0.002%
5/22/2026	Segall Bryant & Hamill LLC	10,197	$692K	0.0%	N/A	0.003%
5/19/2026	Western Wealth Management LLC	2,665	$177K	0.0%	N/A	0.001%
5/19/2026	Bank of America Corp DE	2,904,522	$192.51M	0.0%	+23.4%	0.780%
5/19/2026	Janus Henderson Group PLC	2,457,890	$162.91M	0.1%	-30.9%	0.660%
5/19/2026	Arkadios Wealth Advisors	3,403	$226K	0.0%	-12.9%	0.001%
5/18/2026	Amundi	721,040	$47.79M	0.0%	-10.3%	0.194%
5/18/2026	Adalta Capital Management LLC	9,020	$598K	0.3%	-29.0%	0.002%
5/18/2026	EverSource Wealth Advisors LLC	4,812	$319K	0.0%	-7.0%	0.001%
5/18/2026	Empire Financial Management Company LLC	23,604	$1.57M	0.4%	+6.5%	0.006%
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5/18/2026	California State Teachers Retirement System	309,615	$20.52M	0.0%	-19.3%	0.083%
5/18/2026	Resources Management Corp CT ADV	39,148	$2.60M	0.3%	+16.1%	0.011%
5/18/2026	Royal Bank of Canada	1,296,875	$85.96M	0.0%	-17.2%	0.348%
5/18/2026	Empowered Funds LLC	25,841	$1.71M	0.0%	+129.2%	0.007%
5/16/2026	The Manufacturers Life Insurance Company	499,839	$33.13M	0.0%	+4.1%	0.134%
5/16/2026	Quantinno Capital Management LP	263,179	$17.44M	0.0%	+8.3%	0.071%
5/16/2026	SummitTX Capital L.P.	5,489	$364K	0.0%	-61.5%	0.001%
5/15/2026	Weiss Asset Management LP	14,858	$985K	0.0%	-3.2%	0.004%
5/15/2026	OMERS ADMINISTRATION Corp	13,569	$899K	0.0%	+22.8%	0.004%
5/15/2026	Waverly Advisors LLC	62,715	$4.16M	0.0%	+1,115.9%	0.017%

WRB Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,008 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 924 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 92,277,623 shares in the last 24 months. This purchase volume represents approximately $6.56B in transactions.

Of the 402 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 34,074,206 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 9/18/2026. New 13F filings are added each quarter as they're published.

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W.R. Berkley (WRB) Institutional Ownership

WRB Institutional Buying and Selling by Quarter

W.R. Berkley Major Shareholders & Ownership History

WRB Institutional Ownership - Frequently Asked Questions

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W.R. Berkley (WRB) Institutional Ownership

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

WRB Institutional Buying and Selling by Quarter

W.R. Berkley Major Shareholders & Ownership History

WRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WRB shares?

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

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

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

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

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

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