W. R. Berkley Corp (WRB) Ownership

66.61 ↓0.11 (-0.16%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of W. R. Berkley Corp (WRB), owning a total of 37 million shares. Combined, the top 38 institutional holders of WRB own 62.16% of the company with a total of 224 million shares.

In the latest ownership report on June 30th 2025, the top 38 institutional holders decreased their combined ownership of WRB by 3.1 million shares. 8 institutions bought 3,047,102 total additional shares and increased their ownership by an average of 3.86%. However 11 institutions sold 6,127,656 total shares and decreased their ownership by an average of 7.71%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of W. R. Berkley Corp decreased by a net total of -3,080,554 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.745%1.722%36,961,788625,6852025-06-30
BlackRock Inc6.653%4.452%25,235,0341,075,4682025-06-30
State Street Corp3.895%-1.528%14,771,509-229,2632025-06-30
Morgan Stanley - Brokerage Accounts3.490%-16.186%13,236,115-2,556,2062025-06-30
Kayne Anderson Rudnick Investment Management LLC2.926%-5.864%11,096,437-691,2022025-06-30
Geode Capital Management, LLC2.159%3.660%8,189,248289,1722025-06-30
HHG PLC2.141%-6.525%8,121,182-566,8662025-06-30
JPMorgan Chase & Co1.918%8.630%7,274,234577,8732025-06-30
NORGES BANK1.320%7.511%5,007,772349,8462025-06-30
Principal Financial Group Inc1.318%-0.460%4,998,963-23,0762025-06-30
Wells Fargo & Co1.072%-1.011%4,066,136-41,5362025-06-30
First Trust Advisors L.P.1.044%-11.450%3,958,749-511,8902025-06-30
Amvescap Plc.0.967%-11.887%3,668,436-494,9012025-06-30
Northern Trust Corp0.812%-4.825%3,081,155-156,2082025-06-30
Dimensional Fund Advisors, Inc.0.805%0.113%3,053,8673,4422025-06-30
Polar Capital Holdings PLC0.771%0.000%2,925,00002025-06-30
Royal London Asset Management Ltd0.722%4.624%2,738,612121,0452025-06-30
Bank of America Corp0.708%-22.969%2,683,600-800,1762025-06-30
1832 Asset Management L.P0.695%-2.093%2,634,811-56,3322025-06-30
UBS Group AG0.689%0.175%2,614,2414,5712025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.745%1.722%36,961,788625,6852025-06-30
BlackRock Inc6.653%4.452%25,235,0341,075,4682025-06-30
State Street Corp3.895%-1.528%14,771,509-229,2632025-06-30
Morgan Stanley - Brokerage Accounts3.490%-16.186%13,236,115-2,556,2062025-06-30
Kayne Anderson Rudnick Investment Management LLC2.926%-5.864%11,096,437-691,2022025-06-30
State Street Corporation2.745%-4.106%10,447,205-447,3462024-03-31
Atlanta Capital Management Company,LLC3.438%0.484%9,025,16543,4252022-09-30
Geode Capital Management, LLC2.159%3.660%8,189,248289,1722025-06-30
HHG PLC2.141%-6.525%8,121,182-566,8662025-06-30
JPMorgan Chase & Co1.918%8.630%7,274,234577,8732025-06-30
NORGES BANK1.320%7.511%5,007,772349,8462025-06-30
Principal Financial Group Inc1.318%-0.460%4,998,963-23,0762025-06-30
Victory Capital Management Inc.1.106%-11.204%4,215,978-531,9302024-06-30
Wells Fargo & Co1.072%-1.011%4,066,136-41,5362025-06-30
First Trust Advisors L.P.1.044%-11.450%3,958,749-511,8902025-06-30
Amvescap Plc.0.967%-11.887%3,668,436-494,9012025-06-30
Arnhold & S. Bleichroeder Advisers, LLC1.137%-19.771%3,116,060-767,9082022-12-31
Northern Trust Corp0.812%-4.825%3,081,155-156,2082025-06-30
Dimensional Fund Advisors, Inc.0.805%0.113%3,053,8673,4422025-06-30
Polar Capital Holdings PLC0.771%0.000%2,925,00002025-06-30
Royal London Asset Management Ltd0.722%4.624%2,738,612121,0452025-06-30
Manufacturers Life Insurance Co0.721%-42.863%2,735,341-2,052,0202025-03-31
Apg All Pensions Group0.708%3.540%2,698,31192,2422024-06-30
Bank of America Corp0.708%-22.969%2,683,600-800,1762025-06-30
1832 Asset Management L.P0.695%-2.093%2,634,811-56,3322025-06-30
UBS Group AG0.689%0.175%2,614,2414,5712025-06-30
UBS Asset Mgmt Americas Inc0.670%2.115%2,539,69152,5942025-03-31
Legal & General Group PLC0.627%-6.949%2,377,056-177,5162024-09-30
Citigroup Inc0.902%1.395%2,322,16031,9472023-03-31
Bank of New York Mellon Corp0.606%-3.642%2,297,275-86,8262024-09-30
Capital World Investors0.861%0.057%2,216,0211,2582023-03-31
Goldman Sachs Group Inc0.566%45.262%2,148,107669,3292024-12-31
APG Asset Management0.833%-32.379%2,145,833-1,027,4822022-12-31
Envestnet Asset Management Inc0.786%170.937%2,023,3491,276,5512023-03-31
BloombergSan Investment Partners0.764%-7.125%2,020,722-155,0112022-09-30
Millennium Management LLC0.726%-36.381%1,870,995-1,069,9312023-06-30
Wellington Management Company LLP0.663%-0.666%1,759,562-11,7982022-09-30
Charles Schwab Investment Management Inc0.448%0.351%1,703,2505,9502024-06-30

Mutual Fund Ownership

Vanguard US Total Market Shares ETF is the biggest individual fund holder of W. R. Berkley Corp (WRB), owning a total of 9 million shares. Combined, the top 37 mutual fund holders of WRB own 38.46% of the company with a total of 136.1 million shares.

In the latest ownership report on August 31st 2025, the top 37 fund holders increased their combined ownership of WRB by 38 thousand shares. 1 funds bought 44,528 total additional shares and increased their ownership by an average of 1.25%. However 1 funds sold 6,784 total shares and decreased their ownership by an average of 0.32%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding W. R. Berkley Corp increased by a net total of 37,744 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
SPDR® S&P 500® ETF0.952%1.248%3,611,97244,5282025-08-31
iShares Core S&P 500 ETF0.950%0.000%3,602,11702025-08-31
The Financial Select Sector SPDR® ETF0.563%-0.317%2,134,136-6,7842025-08-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard US Total Market Shares ETF2.376%-0.861%9,008,658-78,2592024-09-30
Vanguard Total Stock Mkt Idx Inv2.364%-2.202%8,967,885-201,9612025-07-31
Vanguard Institutional 500 Index Trust2.251%0.713%8,541,25560,4472025-05-31
Eaton Vance Atlanta Capital SMID-Cap I2.039%0.000%7,734,35802025-07-31
Vanguard 500 Index Investor1.957%-12.779%7,421,530-1,087,3352025-07-31
Vanguard Mid Cap Index Institutional1.673%1.093%6,346,54368,5982025-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.379%1.344%6,134,27381,3562023-03-31
Janus Inst Mid Cap Growth CF1.595%-6.548%6,050,617-423,9782025-06-30
Janus Henderson Enterprise D1.595%0.000%6,050,61702025-06-30
Fidelity 500 Index1.002%0.043%3,798,8931,6452025-07-31
SPDR® S&P 500 ETF0.989%-1.454%3,750,000-55,3342025-03-31
SPDR® S&P 500® ETF Trust0.963%-0.518%3,651,264-19,0082025-03-31
SPDR® S&P 500® ETF0.952%1.248%3,611,97244,5282025-08-31
Principal MidCap R50.952%2.835%3,611,50699,5452025-07-31
iShares Core S&P 500 ETF0.950%0.000%3,602,11702025-08-31
Principal Aligned MidCap Equity0.926%4.516%3,511,961151,7492025-06-30
Polar Capital Global Ins A Inc0.771%0.000%2,925,00002025-07-31
Victory Sycamore Established Value R0.673%-13.950%2,560,000-415,0002024-06-30
Vanguard Value Index Inv0.665%-0.141%2,521,585-3,5552025-07-31
JPM US Mid Cap Value-Composite0.647%1.678%2,452,13840,4672025-06-30
JPM US Mid Cap Value-MA0.636%-11.403%2,411,671-310,3962025-03-31
SPDR® S&P 500 ETF Trust0.943%0.225%2,410,1135,4002024-04-30
First Trust Capital Strength ETF0.634%0.000%2,403,25302025-08-28
Fidelity® 500 Index0.919%0.641%2,370,68715,0872023-11-30
First Eagle Global A0.864%0.000%2,267,62202023-02-28
American Funds Fundamental Invs A0.844%0.000%2,200,00002023-03-31
Capital Group Fundamental Invtrs Comp0.854%0.000%2,200,00002023-03-31
The Financial Select Sector SPDR® ETF0.563%-0.317%2,134,136-6,7842025-08-31
Polar Capital Global Ins A GBP Inc0.777%0.000%2,000,00002023-08-31
Invesco S&P 500® Equal Weight ETF0.516%0.145%1,957,7782,8422025-08-29
Manulife Dividend Income F0.486%-14.550%1,844,978-314,1502025-02-28
Vanguard Institutional Index I0.478%-1.053%1,811,049-19,2642025-07-31
Vanguard Mid-Cap Value ETF0.472%-0.048%1,790,322-8532025-07-31
Vanguard Dividend Appreciation ETF0.438%1.707%1,670,58228,0312024-12-31
JPMorgan Mid Cap Value L0.434%-32.817%1,647,425-804,7132025-07-31
Financial Select Sector SPDR® ETF0.537%-0.285%1,372,704-3,9222024-04-30
iShares MSCI USA Min Vol Factor ETF0.350%0.105%1,330,4981,3982024-07-31

Discussions

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wsb_pro11/15/24 04:22am

$WRB who is adding more tomorrow?

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