W. R. Berkley Ownership | Who Owns W. R. Berkley?

Overview Forecast RevenueFinancials Chart Transcripts

W. R. Berkley Ownership Summary

W. R. Berkley is owned by 43.95% institutional investors, 24.77% insiders, and 31.28% retail investors. Vanguard group is the largest institutional shareholder, holding 9.25% of WRB shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.38% of its assets in W. R. Berkley shares.

WRB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	W. R. Berkley	43.95%	24.77%	31.28%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Property & Casualty Insurance Stocks	48.70%	15.38%	35.92%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	36.72M	9.25%	$2.81B
Blackrock funding, inc. /de	24.77M	6.24%	$1.90B
Blackrock	15.82M	5.90%	$1.24B
State street	14.92M	3.76%	$1.14B
Morgan stanley	11.80M	2.97%	$904.47M
Janus henderson group	9.96M	2.46%	$582.68M
Kayne anderson rudnick investment management	9.49M	2.39%	$727.46M
Jefferies financial group	8.91M	2.24%	$682.82B
Geode capital management	8.34M	2.10%	$640.28M
Principal financial group	5.24M	1.32%	$401.61M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mraz, amerine & associates	624.21K	7.45%	$47.83M
New vernon investment management	92.21K	6.59%	$7.06M
Dundas partners llp	1.18M	6.39%	$90.53M
Philosmith capital	260.38K	5.54%	$19.95M
America first investment advisors	379.65K	5.40%	$29.09M
7g capital management	100.00K	4.91%	$7.66M
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	732.57K	3.48%	$56.13M

Top Buyers

Holder	Shares	% Assets	Change
Jefferies financial group	8.91M	3.22%	8.91M
Norges bank	4.66M	0.04%	4.66M
Balyasny asset management	2.56M	0.28%	2.56M
Madison investment advisors	1.68M	1.11%	1.68M
Invesco	4.89M	0.06%	1.22M

Top Sellers

Holder	Shares	% Assets	Change
Jpmorgan chase	4.91M	0.02%	-2.36M
Kayne anderson rudnick investment management	9.49M	1.77%	-1.60M
Morgan stanley	11.80M	0.05%	-1.43M
Janus henderson group	9.96M	0.30%	-1.36M
Woodline partners lp	-	-	-1.15M

New Positions

Holder	Shares	% Assets	Change	Value
Jefferies financial group	8.91M	3.22%	8.91M	$682.82B
Norges bank	4.66M	0.04%	4.66M	$272.58M
Madison investment advisors	1.68M	1.11%	1.68M	$98.45M
Bank of america corp /de/	500.00K	0.00%	500.00K	$39.29M
Moran wealth management	135.54K	0.31%	135.54K	$10.39M

Sold Out

Holder	Change
Riggs asset managment	-3.00
Hhm wealth advisors	-3.00
Country trust bank	-6.00
Goalvest advisory	-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 %
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%
Sep 30, 2024	791	5.47%	252,575,506	42.57%	62	1.45%	734	96.26%	37	-84.96%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	9.01M	2.38%	-78.26K
Vanguard Total Stock Mkt Idx Inv	8.97M	2.36%	-201.96K
Vanguard Institutional 500 Index Trust	8.54M	2.25%	60.45K
Eaton Vance Atlanta Capital SMID-Cap I	7.73M	2.04%	-
Vanguard 500 Index Investor	7.42M	1.96%	-1.09M
Vanguard Mid Cap Index Institutional	6.35M	1.67%	68.60K
Janus Henderson Enterprise D	6.05M	1.60%	-
Janus Inst Mid Cap Growth CF	6.05M	1.59%	-423.98K
Fidelity 500 Index	3.80M	1.00%	1.65K
SPDR® S&P 500 ETF	3.75M	0.99%	-55.33K

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

Who Owns W. R. Berkley?

W. R. Berkley shareholders are primarily institutional investors at 43.95%, followed by 24.77% insiders and 31.28% retail investors. The average institutional ownership in W. R. Berkley's industry, Property & Casualty Insurance Stocks, is 48.70%, which W. R. Berkley falls below.

Who owns the most shares of W. R. Berkley?

W. R. Berkley’s largest shareholders are Vanguard group (36.72M shares, 9.25%), Blackrock funding, inc. /de (24.77M shares, 6.24%), and Blackrock (15.82M shares, 5.90%). Together, they hold 21.39% of W. R. Berkley’s total shares outstanding.

Does Blackrock own W. R. Berkley?

Yes, BlackRock owns 5.90% of W. R. Berkley, totaling 15.82M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.24B$. In the last quarter, BlackRock increased its holdings by 141.48K shares, a 0.90% change.

Who is W. R. Berkley’s biggest shareholder by percentage of total assets invested?

Mraz, amerine & associates is W. R. Berkley’s biggest shareholder by percentage of total assets invested, with 7.45% of its assets in 624.21K W. R. Berkley shares, valued at 47.83M$.

Who is the top mutual fund holder of W. R. Berkley shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of W. R. Berkley shares, with 2.38% of its total shares outstanding invested in 9.01M W. R. Berkley shares.

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