W. R. Berkley Ownership | Who Owns W. R. Berkley?
W. R. Berkley Ownership Summary
W. R. Berkley is owned by 64.53% institutional investors, 24.73% insiders, and 10.73% retail investors. Vanguard group is the largest institutional shareholder, holding 9.01% of WRB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.41% of its assets in W. R. Berkley shares.
WRB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | W. R. Berkley | 64.53% | 24.73% | 10.73% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Property & Casualty Insurance Stocks | 46.71% | 12.82% | 40.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 36.44M | 9.01% | $2.13B |
| Blackrock funding, inc. /de | 24.36M | 6.03% | $1.43B |
| Blackrock | 15.82M | 5.90% | $1.24B |
| Morgan stanley | 13.32M | 4.97% | $1.05B |
| State street | 10.17M | 3.79% | $799.41M |
| Kayne anderson rudnick investment management | 11.72M | 2.90% | $686.00M |
| Janus henderson group | 9.96M | 2.46% | $582.68M |
| Geode capital management | 7.69M | 1.90% | $449.17M |
| Jpmorgan chase | 7.09M | 1.75% | $415.10M |
| Manufacturers life insurance company, the | 4.79M | 1.18% | $280.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mraz, amerine & associates | 640.57K | 6.68% | $37.49M |
| America first investment advisors | 411.25K | 5.26% | $24.07M |
| Philosmith capital | 290.38K | 4.82% | $16.99M |
| Dundas partners llp | 1.12M | 4.61% | $65.74M |
| Maren capital | 1.01M | 4.49% | $58.82M |
| Otter creek advisors | 87.17K | 3.51% | $5.10M |
| Wallington asset management | 399.78K | 3.38% | $23.39M |
| Stansberry asset management | 412.80K | 3.14% | $24.16M |
| Coho partners | 1.13M | 3.04% | $66.03M |
| New vernon investment management | 13.20K | 3.01% | $2.28M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 4.66M | 0.04% | 4.66M |
| Madison investment advisors | 1.68M | 1.11% | 1.68M |
| Raymond james financial | 1.53M | 0.03% | 1.53M |
| Coho partners | 1.13M | 3.04% | 1.13M |
| Blackrock funding, inc. /de | 24.36M | 0.03% | 1.00M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 746.01K | 0.04% | -3.25M |
| Janus henderson group | 9.96M | 0.30% | -1.36M |
| Caisse de depot et placement du quebec | 456.40K | 0.06% | -1.05M |
| Ubs group | 1.70M | 0.02% | -683.48K |
| Junto capital management lp | - | - | -468.92K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 4.66M | 0.04% | 4.66M | $272.58M |
| Madison investment advisors | 1.68M | 1.11% | 1.68M | $98.45M |
| Raymond james financial | 1.53M | 0.03% | 1.53M | $89.69M |
| Coho partners | 1.13M | 3.04% | 1.13M | $66.03M |
| Bank of america corp /de/ | 500.00K | 0.00% | 500.00K | $39.29M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Hhm wealth advisors | -3.00 |
| Riggs asset managment | -3.00 |
| Financial gravity asset management | -6.00 |
| Old second national bank of aurora | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 791 | 5.47% | 252,575,506 | 42.57% | 62 | 1.45% | 734 | 96.26% | 37 | -84.96% |
| Jun 30, 2024 | 730 | -4.45% | 175,882,778 | 0.54% | 65 | 1.54% | 368 | -0.27% | 241 | -7.31% |
| Mar 31, 2024 | 764 | 5.82% | 174,942,765 | -1.19% | 65 | 1.53% | 369 | 0.27% | 260 | 12.07% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 9.14M | 2.41% | 6.05K |
| Vanguard US Total Market Shares ETF | 9.01M | 2.38% | -78.26K |
| Eaton Vance Atlanta Capital SMID-Cap I | 8.74M | 2.30% | -354.92K |
| Vanguard Institutional 500 Index Trust | 8.54M | 2.25% | 60.45K |
| Janus Inst Mid Cap Growth CF | 6.47M | 1.71% | -1.04M |
| Vanguard Mid Cap Index Institutional | 6.24M | 1.65% | 58.92K |
| Janus Henderson Enterprise D | 6.20M | 1.63% | -272.79K |
| Fidelity 500 Index | 3.79M | 1.00% | 16.23K |
| 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 |
|---|---|---|---|---|
| Jul 05, 2022 | Talisman Jonathan | - | Buy | $405.57 |
| Aug 01, 2022 | BROCKBANK MARK ELLWOOD | - | Buy | $88.69K |
| Jul 29, 2022 | BROCKBANK MARK ELLWOOD | Buy | $283.09K | |
| Dec 23, 2021 | BROCKBANK MARK ELLWOOD | - | Sell | $2.01M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
WRB Ownership FAQ
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