W. R. Berkley Corp (WRB) Ownership

76.65 ↓1.26 (-1.62%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of W. R. Berkley Corp (WRB), owning a total of 24.2 million shares. Combined, the top 32 institutional holders of WRB own 58.61% of the company with a total of 150.9 million shares.

In the latest ownership report on December 31st 2023, the top 32 institutional holders increased their combined ownership of WRB by 5.5 million shares. 13 institutions bought 6,851,908 total additional shares and increased their ownership by an average of 20.24%. However 7 institutions sold 1,314,544 total shares and decreased their ownership by an average of 2.83%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of W. R. Berkley Corp increased by a net total of 5,537,364 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.450%	-0.361%	24,243,598	-87,726	2023-12-31
BlackRock Inc	6.378%	20.278%	16,362,425	2,758,561	2023-12-31
Morgan Stanley - Brokerage Accounts	4.904%	-3.702%	12,581,520	-483,704	2023-12-31
State Street Corporation	4.247%	-1.923%	10,894,551	-213,624	2023-12-31
HHG PLC	3.108%	-3.064%	7,973,202	-252,011	2023-12-31
Kayne Anderson Rudnick Investment Management LLC	2.734%	2.850%	7,013,442	194,318	2023-12-31
Victory Capital Management Inc.	2.258%	2.739%	5,793,764	154,468	2023-12-31
Geode Capital Management, LLC	1.870%	2.983%	4,796,488	138,934	2023-12-31
JPMorgan Chase & Co	1.679%	6.263%	4,307,864	253,879	2023-12-31
NORGES BANK	1.178%	10.085%	3,020,851	276,742	2023-12-31
Goldman Sachs Group Inc	1.089%	88.051%	2,793,130	1,307,824	2023-12-31
First Trust Advisors L.P.	1.085%	-6.419%	2,783,300	-190,898	2023-12-31
Amvescap Plc.	1.049%	13.434%	2,691,156	318,703	2023-12-31
Apg All Pensions Group	0.974%	17.193%	2,498,960	366,609	2023-12-31
Northern Trust Corp	0.796%	1.978%	2,041,442	39,594	2023-12-31
1832 Asset Management L.P	0.760%	-3.423%	1,949,102	-69,081	2023-12-31
Dimensional Fund Advisors, Inc.	0.754%	7.702%	1,933,712	138,276	2023-12-31
Polar Capital Holdings PLC	0.744%	-0.909%	1,907,500	-17,500	2023-12-31
Manufacturers Life Insurance Co	0.742%	89.220%	1,904,555	898,027	2023-12-31
Wells Fargo & Co	0.701%	0.334%	1,797,235	5,973	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.450%	-0.361%	24,243,598	-87,726	2023-12-31
BlackRock Inc	6.378%	20.278%	16,362,425	2,758,561	2023-12-31
Morgan Stanley - Brokerage Accounts	4.904%	-3.702%	12,581,520	-483,704	2023-12-31
State Street Corporation	4.247%	-1.923%	10,894,551	-213,624	2023-12-31
Atlanta Capital Management Company,LLC	3.438%	0.484%	9,025,165	43,425	2022-09-30
HHG PLC	3.108%	-3.064%	7,973,202	-252,011	2023-12-31
Kayne Anderson Rudnick Investment Management LLC	2.734%	2.850%	7,013,442	194,318	2023-12-31
Victory Capital Management Inc.	2.258%	2.739%	5,793,764	154,468	2023-12-31
Geode Capital Management, LLC	1.870%	2.983%	4,796,488	138,934	2023-12-31
JPMorgan Chase & Co	1.679%	6.263%	4,307,864	253,879	2023-12-31
Arnhold & S. Bleichroeder Advisers, LLC	1.137%	-19.771%	3,116,060	-767,908	2022-12-31
NORGES BANK	1.178%	10.085%	3,020,851	276,742	2023-12-31
Goldman Sachs Group Inc	1.089%	88.051%	2,793,130	1,307,824	2023-12-31
First Trust Advisors L.P.	1.085%	-6.419%	2,783,300	-190,898	2023-12-31
Amvescap Plc.	1.049%	13.434%	2,691,156	318,703	2023-12-31
Apg All Pensions Group	0.974%	17.193%	2,498,960	366,609	2023-12-31
Citigroup Inc	0.902%	1.395%	2,322,160	31,947	2023-03-31
Capital World Investors	0.861%	0.057%	2,216,021	1,258	2023-03-31
APG Asset Management	0.833%	-32.379%	2,145,833	-1,027,482	2022-12-31
Northern Trust Corp	0.796%	1.978%	2,041,442	39,594	2023-12-31
Envestnet Asset Management Inc	0.786%	170.937%	2,023,349	1,276,551	2023-03-31
BloombergSan Investment Partners	0.764%	-7.125%	2,020,722	-155,011	2022-09-30
1832 Asset Management L.P	0.760%	-3.423%	1,949,102	-69,081	2023-12-31
Dimensional Fund Advisors, Inc.	0.754%	7.702%	1,933,712	138,276	2023-12-31
Polar Capital Holdings PLC	0.744%	-0.909%	1,907,500	-17,500	2023-12-31
Manufacturers Life Insurance Co	0.742%	89.220%	1,904,555	898,027	2023-12-31
Millennium Management LLC	0.726%	-36.381%	1,870,995	-1,069,931	2023-06-30
Wells Fargo & Co	0.701%	0.334%	1,797,235	5,973	2023-12-31
Bank of America Corp	0.687%	23.401%	1,761,249	333,990	2023-09-30
Wellington Management Company LLP	0.663%	-0.666%	1,759,562	-11,798	2022-09-30
Bank of New York Mellon Corp	0.682%	3.732%	1,748,610	62,917	2023-09-30
Charles Schwab Investment Management Inc	0.633%	2.317%	1,633,418	36,994	2023-09-30

Mutual Fund Ownership

Eaton Vance Atlanta Capital SMID-Cap I is the biggest individual fund holder of W. R. Berkley Corp (WRB), owning a total of 7.5 million shares. Combined, the top 29 mutual fund holders of WRB own 33.20% of the company with a total of 85.4 million shares.

In the latest ownership report on March 31st 2024, the top 29 fund holders increased their combined ownership of WRB by 1 million shares. 1 funds bought 23,326 total additional shares and increased their ownership by an average of 0.46%. However 7 funds sold 1,045,974 total shares and decreased their ownership by an average of 4.52%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding W. R. Berkley Corp decreased by a net total of -1,022,648 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional 500 Index Trust	1.991%	0.459%	5,107,588	23,326	2024-03-31
Vanguard Mid Cap Index Institutional	1.630%	-3.272%	4,180,408	-141,422	2024-03-31
Victory Sycamore Established Value R	1.160%	-20.983%	2,975,000	-790,000	2024-03-31
SPDR® S&P 500 ETF Trust	0.958%	-0.766%	2,457,753	-18,960	2024-03-31
First Trust Capital Strength ETF	0.884%	0.000%	2,267,143	0	2024-03-31
Vanguard Value Index Inv	0.624%	-0.968%	1,601,020	-15,652	2024-03-31
Vanguard Mid-Cap Value ETF	0.530%	-4.811%	1,359,427	-68,702	2024-03-31
Financial Select Sector SPDR® ETF	0.525%	-0.126%	1,345,620	-1,702	2024-03-31
Vanguard Institutional Index I	0.519%	-0.711%	1,331,574	-9,536	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Eaton Vance Atlanta Capital SMID-Cap I	2.931%	0.000%	7,519,014	0	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.379%	1.344%	6,134,273	81,356	2023-03-31
Janus Inst Mid Cap Growth CF	2.377%	0.000%	6,097,313	0	2023-12-31
Vanguard Total Stock Mkt Idx Inv	2.361%	-0.238%	6,056,172	-14,454	2024-02-29
Janus Henderson Enterprise D	2.234%	-6.019%	5,730,337	-366,976	2024-02-29
Vanguard Institutional 500 Index Trust	1.991%	0.459%	5,107,588	23,326	2024-03-31
Vanguard 500 Index Investor	1.879%	0.657%	4,839,393	31,598	2023-08-31
Vanguard Mid Cap Index Institutional	1.630%	-3.272%	4,180,408	-141,422	2024-03-31
Victory Sycamore Established Value R	1.160%	-20.983%	2,975,000	-790,000	2024-03-31
SPDR® S&P 500 ETF Trust	0.958%	-0.766%	2,457,753	-18,960	2024-03-31
Fidelity 500 Index	0.952%	1.016%	2,443,291	24,584	2024-02-29
Fidelity® 500 Index	0.919%	0.641%	2,370,687	15,087	2023-11-30
First Eagle Global A	0.864%	0.000%	2,267,622	0	2023-02-28
First Trust Capital Strength ETF	0.884%	0.000%	2,267,143	0	2024-03-31
American Funds Fundamental Invs A	0.844%	0.000%	2,200,000	0	2023-03-31
Capital Group Fundamental Invtrs Comp	0.854%	0.000%	2,200,000	0	2023-03-31
iShares Core S&P 500 ETF	0.819%	0.743%	2,101,163	15,488	2024-03-28
Polar Capital Global Ins A GBP Inc	0.777%	0.000%	2,000,000	0	2023-08-31
Polar Capital Global Ins A Inc	0.736%	-1.049%	1,887,500	-20,000	2024-02-29
JPM US Mid Cap Value-MA	0.701%	34,482.600%	1,808,323	1,803,094	2023-09-30
JPM US Mid Cap Value-Composite	0.692%	-1.888%	1,774,175	-34,148	2023-12-31
Vanguard Value Index Inv	0.624%	-0.968%	1,601,020	-15,652	2024-03-31
JPMorgan Mid Cap Value L	0.612%	0.000%	1,569,942	0	2024-02-29
Vanguard Mid-Cap Value ETF	0.530%	-4.811%	1,359,427	-68,702	2024-03-31
Financial Select Sector SPDR® ETF	0.525%	-0.126%	1,345,620	-1,702	2024-03-31
Vanguard Institutional Index I	0.519%	-0.711%	1,331,574	-9,536	2024-03-31
Manulife Dividend Income F	0.504%	33.329%	1,292,212	323,024	2024-02-29
Invesco S&P 500® Equal Weight ETF	0.490%	0.249%	1,256,145	3,120	2024-03-28
Vanguard Dividend Appreciation ETF	0.459%	0.519%	1,178,491	6,090	2024-02-29