W. R. Berkley Ownership | Who Owns W. R. Berkley?
W. R. Berkley Ownership Summary
W. R. Berkley is owned by 44.66% institutional investors, 25.93% insiders, and 29.41% retail investors. Vanguard group is the largest institutional shareholder, holding 9.34% of WRB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.42% of its assets in W. R. Berkley shares.
WRB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | W. R. Berkley | 44.66% | 25.93% | 29.41% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Property & Casualty Insurance Stocks | 44.10% | 15.35% | 40.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 37.03M | 9.34% | $2.60B |
| Blackrock funding, inc. /de | 25.06M | 6.32% | $1.76B |
| Blackrock | 15.82M | 5.90% | $1.24B |
| State street | 14.92M | 3.76% | $1.14B |
| Morgan stanley | 9.80M | 2.47% | $687.06M |
| Janus henderson group | 9.96M | 2.46% | $582.68M |
| Kayne anderson rudnick investment management | 9.49M | 2.39% | $727.46M |
| Geode capital management | 8.35M | 2.10% | $586.98M |
| Norges bank | 6.21M | 1.57% | $435.75M |
| Invesco | 4.89M | 1.23% | $374.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| New vernon investment management | 92.21K | 6.59% | $7.06M |
| Mraz, amerine & associates | 630.59K | 6.16% | $41.80M |
| Dundas partners llp | 1.16M | 5.74% | $81.44M |
| Philosmith capital | 260.38K | 5.02% | $18.26M |
| 7g capital management | 100.00K | 4.91% | $7.66M |
| America first investment advisors | 380.33K | 4.70% | $25.21M |
| Maren capital | 1.06M | 4.54% | $81.51M |
| Otter creek advisors | 56.57K | 4.30% | $4.33M |
| Coho partners | 387.85K | 3.81% | $29.72M |
| Bloombergsen | 657.26K | 3.32% | $43.56M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.21M | 0.05% | 6.21M |
| Balyasny asset management | 2.56M | 0.28% | 2.56M |
| Ubs asset management americas | 2.22M | 0.03% | 2.21M |
| Madison investment advisors | 1.68M | 1.11% | 1.68M |
| Vanguard fiduciary trust | 1.66M | 0.03% | 1.66M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jefferies financial group | - | - | -8.91M |
| Morgan stanley | 9.80M | 0.04% | -2.01M |
| Jpmorgan chase | 2.96M | 0.01% | -1.95M |
| Kayne anderson rudnick investment management | 9.49M | 1.77% | -1.60M |
| Janus henderson group | 9.96M | 0.30% | -1.36M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.21M | 0.05% | 6.21M | $435.75M |
| Madison investment advisors | 1.68M | 1.11% | 1.68M | $98.45M |
| Vanguard fiduciary trust | 1.66M | 0.03% | 1.66M | $109.95M |
| Vanguard global advisers | 648.41K | 0.02% | 648.41K | $42.98M |
| Bank of america corp /de/ | 500.00K | 0.00% | 500.00K | $39.29M |
Sold Out
| Holder | Change |
|---|---|
| Murphy & mullick capital management | -1.00 |
| Hhm wealth advisors | -3.00 |
| Riggs asset managment | -3.00 |
| Nvwm | -5.00 |
| Atlantic private wealth | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 898 | 2.51% | 256,152,302 | -1.88% | 64 | 1.55% | 446 | -4.50% | 324 | 27.06% |
| Dec 31, 2024 | 525 | -34.13% | 136,060,921 | -46.15% | 33 | 0.86% | 262 | -64.55% | 154 | 305.26% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 9.07M | 2.42% | 56.33K |
| Vanguard US Total Market Shares ETF | 9.01M | 2.38% | -78.26K |
| Vanguard 500 Index Investor | 7.59M | 2.03% | -138.85K |
| Vanguard Mid Cap Index Institutional | 6.16M | 1.64% | -37.63K |
| Eaton Vance Atlanta Capital SMID-Cap I | 4.13M | 1.11% | -248.62K |
| iShares Core S&P 500 ETF | 3.85M | 1.03% | 11.31K |
| SPDR® S&P 500 ETF | 3.75M | 0.99% | -55.33K |
| Fidelity 500 Index | 3.81M | 0.98% | -15.52K |
| SPDR® S&P 500® ETF Trust | 3.65M | 0.96% | -19.01K |
| SPDR® S&P 500® ETF | 3.61M | 0.95% | 44.53K |
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 Q1 | 83 | - |
| 2025 Q4 | 11 | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
WRB Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools