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 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 MStar Total Stk Mkt Idx Invest is the top mutual fund, with 2.40% 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	69.46%	16.35%	14.19%

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
Geode capital management	8.27M	2.11%	$588.46M
Morgan stanley	8.25M	2.10%	$582.07M
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	635.75K	6.43%	$44.84M
New vernon investment management	64.05K	5.53%	$4.52M
America first investment advisors	383.61K	5.02%	$27.06M
Philosmith capital	259.38K	4.97%	$18.29M
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
Fairman group	59.34K	3.32%	$4.22M
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
Blackrock funding, inc. /de	21.93M	0.02%	-1.35M
Jpmorgan chase	2.15M	0.01%	-1.12M

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
Riggs asset managment	-3.00
Hhm wealth advisors	-3.00
Abound wealth management	-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 MStar Total Stk Mkt Idx Invest	8.89M	2.40%	26.42K
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 500 Index Investor	7.72M	2.08%	80.65K
Vanguard Morn Mid Cap Index Instl	6.05M	1.63%	-132.63K
Vanguard MStar Mid Cap Index Instl	6.04M	1.63%	-8.41K
Vanguard Mid Cap Index Institutional	6.05M	1.63%	-132.63K
iShares Core S&P 500 ETF	3.97M	1.07%	6.33K
Fidelity 500 Index	3.77M	1.02%	-40.14K

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	-	-

WRB Ownership FAQ

Who Owns W. R. Berkley?

W. R. Berkley shareholders are primarily institutional investors at 71.48%, followed by 26.36% insiders and 2.16% retail investors. The average institutional ownership in W. R. Berkley's industry, Property & Casualty Insurance Stocks, is 69.46%, which W. R. Berkley exceeds.

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

W. R. Berkley’s largest shareholders are Mitsui sumitomo insurance (58.78M shares, 14.98%), Vanguard group (37.03M shares, 9.34%), and Blackrock (15.82M shares, 5.90%). Together, they hold 30.22% 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?

Mitsui sumitomo insurance is W. R. Berkley’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 58.78M W. R. Berkley shares, valued at 4.15B$.

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

Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund holder of W. R. Berkley shares, with 2.40% of its total shares outstanding invested in 8.89M W. R. Berkley shares.

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