W. R. Berkley Ownership | Who Owns W. R. Berkley?
W. R. Berkley Ownership Summary
W. R. Berkley is owned by 71.48% institutional investors, 26.36% insiders, and 2.15% retail investors. Mitsui sumitomo insurance is the largest institutional shareholder, holding 14.98% of WRB shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 2.39% of its assets in W. R. Berkley shares.
WRB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | W. R. Berkley | 71.48% | 26.36% | 2.15% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Property & Casualty Insurance Stocks | 71.03% | 15.95% | 13.02% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Mitsui sumitomo insurance | 58.78M | 14.98% | $4.15B |
| Vanguard group | 37.03M | 9.34% | $2.60B |
| Blackrock | 15.82M | 5.90% | $1.24B |
| Blackrock funding, inc. /de | 21.93M | 5.59% | $1.55B |
| Vanguard capital management | 18.69M | 4.76% | $1.32B |
| State street | 14.13M | 3.60% | $1.00B |
| Morgan stanley | 8.25M | 2.10% | $582.07M |
| Geode capital management | 6.89M | 1.77% | $471.86M |
| Kayne anderson rudnick investment management | 6.38M | 1.63% | $449.77M |
| Invesco | 5.03M | 1.28% | $354.64M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mitsui sumitomo insurance | 58.78M | 100.00% | $4.15B |
| Mraz, amerine & associates | 638.55K | 6.74% | $43.13M |
| Titiun yejiel | 106.32K | 5.78% | $7.18M |
| New vernon investment management | 64.05K | 5.53% | $4.52M |
| America first investment advisors | 383.61K | 5.02% | $27.06M |
| Philosmith capital | 259.38K | 4.85% | $17.52M |
| Bristol gate capital partners | 918.03K | 4.51% | $64.75M |
| Otter creek advisors | 56.57K | 4.30% | $4.33M |
| Coho partners | 387.85K | 3.81% | $29.72M |
| 7g capital management | 100.00K | 3.23% | $7.05M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 3.15M | 0.02% | 3.15M |
| Sixth street partners management company | 1.92M | 0.02% | 1.92M |
| Aqr capital management | 3.68M | 0.09% | 1.83M |
| Arrowstreet capital, limited partnership | 2.59M | 0.08% | 1.79M |
| Two sigma investments, lp | 2.01M | 0.10% | 1.74M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jefferies financial group | - | - | -8.91M |
| Morgan stanley | 8.25M | 0.03% | -2.16M |
| Kayne anderson rudnick investment management | 6.38M | 1.40% | -1.40M |
| Geode capital management | 6.89M | 0.02% | -1.38M |
| Blackrock funding, inc. /de | 21.93M | 0.02% | -1.35M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.15M | 0.02% | 3.15M | $222.07M |
| Sixth street partners management company | 1.92M | 0.02% | 1.92M | $135.24M |
| Madison investment advisors | 1.68M | 1.11% | 1.68M | $98.45M |
| Bristol gate capital partners | 918.03K | 4.51% | 918.03K | $64.75M |
| Canada pension plan investment board | 432.60K | 0.02% | 432.60K | $30.51M |
Sold Out
| Holder | Change |
|---|---|
| Murphy & mullick capital management | -1.00 |
| Soa wealth advisors, llc. | -1.00 |
| Plante moran financial advisors | -2.00 |
| Hhm wealth advisors | -3.00 |
| Riggs asset managment | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 949 | 1.93% | 280,409,236 | 0.54% | 71 | 1.41% | 455 | 33.43% | 322 | -23.88% |
| Mar 31, 2026 | 566 | -40.61% | 85,049,722 | -70.04% | 21 | 0.42% | 199 | -54.57% | 252 | -28.61% |
| Dec 31, 2025 | 717 | -23.40% | 177,166,320 | -27.76% | 44 | 1.17% | 312 | -25.00% | 272 | -23.81% |
| Sep 30, 2025 | 706 | -23.26% | 174,499,453 | -31.21% | 43 | 1.08% | 307 | -31.63% | 266 | -19.64% |
| Jun 30, 2025 | 907 | -0.33% | 253,498,599 | -1.12% | 63 | 1.53% | 443 | -2.21% | 327 | -0.30% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Morn Total Stk Mkt Idx Investor | 8.87M | 2.39% | -211.24K |
| Vanguard Total Stock Mkt Idx Inv | 8.87M | 2.38% | -211.24K |
| Vanguard US Total Market Shares ETF | 9.01M | 2.38% | -78.26K |
| Vanguard MStar Total Stk Mkt Idx Invest | 6.51M | 1.75% | -2.37M |
| Vanguard Morn Mid Cap Index Instl | 6.05M | 1.63% | -132.63K |
| Vanguard Mid Cap Index Institutional | 6.05M | 1.63% | -132.63K |
| Vanguard 500 Index Investor | 5.93M | 1.60% | -1.88M |
| Vanguard MStar Mid Cap Index Instl | 4.37M | 1.18% | -1.67M |
| SPDR® S&P 500 ETF | 3.75M | 0.99% | -55.33K |
| SPDR® S&P 500® ETF Trust | 3.65M | 0.96% | -19.01K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 02, 2026 | MITSUI SUMITOMO INSURANCE CO LTD | - | Buy | $7.39M |
| Mar 02, 2026 | MITSUI SUMITOMO INSURANCE CO LTD | - | Buy | $3.26M |
| Mar 03, 2026 | MITSUI SUMITOMO INSURANCE CO LTD | - | Buy | $5.31M |
| Mar 03, 2026 | MITSUI SUMITOMO INSURANCE CO LTD | - | Buy | $2.79M |
| Feb 27, 2026 | MITSUI SUMITOMO INSURANCE CO LTD | - | Buy | $10.53M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | - |
| 2026 Q2 | - | - |
| 2026 Q1 | 83 | - |
| 2025 Q4 | 11 | - |
| 2025 Q3 | - | - |
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