W. R. Berkley Ownership | Who Owns W. R. Berkley?
W. R. Berkley Ownership Summary
W. R. Berkley is owned by 21.44% institutional investors, 26.27% insiders, and 52.29% retail investors. Mitsui sumitomo insurance is the largest institutional shareholder, holding 14.82% of WRB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.44% of its assets in W. R. Berkley shares.
WRB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | W. R. Berkley | 21.44% | 26.27% | 52.29% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Property & Casualty Insurance Stocks | 43.70% | 14.11% | 42.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Mitsui sumitomo insurance | 58.78M | 14.82% | $3.90B |
| Vanguard group | 37.03M | 9.34% | $2.60B |
| Blackrock | 15.82M | 5.90% | $1.24B |
| Blackrock funding, inc. /de | 23.28M | 5.87% | $1.54B |
| State street | 14.41M | 3.63% | $954.79M |
| Morgan stanley | 10.41M | 2.62% | $690.14M |
| Geode capital management | 8.23M | 2.07% | $549.20M |
| Kayne anderson rudnick investment management | 7.77M | 1.96% | $515.14M |
| Norges bank | 6.21M | 1.57% | $435.75M |
| Invesco | 5.05M | 1.27% | $334.83M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mitsui sumitomo insurance | 58.78M | 100.00% | $3.90B |
| Mraz, amerine & associates | 630.59K | 6.16% | $41.80M |
| Philosmith capital | 260.38K | 4.92% | $17.26M |
| America first investment advisors | 380.33K | 4.70% | $25.21M |
| 7g capital management | 100.00K | 4.56% | $7.01M |
| New vernon investment management | 64.05K | 4.51% | $4.24M |
| Otter creek advisors | 56.57K | 4.30% | $4.33M |
| Coho partners | 387.85K | 3.81% | $29.72M |
| Bloombergsen | 657.26K | 3.32% | $43.56M |
| Fairman group | 53.12K | 3.01% | $3.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mitsui sumitomo insurance | 58.78M | 100.00% | 8.25M |
| Norges bank | 6.21M | 0.05% | 6.21M |
| Madison investment advisors | 1.68M | 1.11% | 1.68M |
| Vanguard fiduciary trust | 1.66M | 0.03% | 1.66M |
| Citadel advisors | 1.39M | 0.01% | 1.28M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jefferies financial group | - | - | -8.91M |
| Blackrock funding, inc. /de | 23.28M | 0.03% | -1.78M |
| Janus henderson group | 2.46M | 0.08% | -1.10M |
| Kayne anderson rudnick investment management | 7.77M | 1.51% | -936.97K |
| Principal financial group | 1.92M | 0.07% | -789.47K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 898 | 2.51% | 256,152,302 | -1.88% | 64 | 1.55% | 446 | -4.50% | 324 | 27.06% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 9.09M | 2.44% | 22.70K |
| Vanguard US Total Market Shares ETF | 9.01M | 2.38% | -78.26K |
| Vanguard 500 Index Investor | 7.73M | 2.08% | 139.11K |
| Vanguard Mid Cap Index Institutional | 6.17M | 1.66% | 16.79K |
| 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 Q2 | - | - |
| 2026 Q1 | 83 | - |
| 2025 Q4 | 11 | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
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