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 2.39% 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 |
|---|---|---|---|
| Mraz, amerine & associates | 633.28K | 6.60% | $44.41M |
| New vernon investment management | 92.21K | 6.59% | $7.06M |
| 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 | 379.39K | 4.84% | $26.60M |
| 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 | 679.92K | 3.48% | $47.68M |
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 |
| Invesco | 4.89M | 0.06% | 1.22M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jefferies financial group | - | - | -8.91M |
| Principal financial group | 2.71M | 0.10% | -2.53M |
| 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 |
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 |
| Bank of america corp /de/ | 500.00K | 0.00% | 500.00K | $39.29M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 107.06K | 0.10% | 107.06K | $8.41M |
| Point72 asset management | 79.09K | 0.01% | 79.09K | $6.06M |
Sold Out
| Holder | Change |
|---|---|
| Riggs asset managment | -3.00 |
| Hhm wealth advisors | -3.00 |
| Goalvest advisory | -6.00 |
| Country trust bank | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 9.00M | 2.39% | 19.64K |
| Vanguard US Total Market Shares ETF | 9.01M | 2.38% | -78.26K |
| Vanguard Institutional 500 Index Trust | 8.54M | 2.25% | 60.45K |
| Vanguard 500 Index Investor | 7.65M | 2.03% | 48.60K |
| Vanguard Mid Cap Index Institutional | 6.17M | 1.64% | -31.74K |
| Eaton Vance Atlanta Capital SMID-Cap I | 5.00M | 1.33% | - |
| iShares Core S&P 500 ETF | 3.82M | 1.01% | 664.62K |
| Fidelity 500 Index | 3.80M | 1.01% | 12.46K |
| 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 Q1 | 83 | - |
| 2025 Q4 | 11 | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
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