W. R. Berkley Corp (WRB) Ownership

88.71 ↑0.54 (0.61%)
As of March 28, 2024, 12:47pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of W. R. Berkley Corp (WRB), owning a total of 24.3 million shares. Combined, the top 30 institutional holders of WRB own 56.84% of the company with a total of 146.4 million shares.

In the latest ownership report on December 31st 2023, the top 30 institutional holders increased their combined ownership of WRB by 3.5 million shares. 6 institutions bought 4,013,359 total additional shares and increased their ownership by an average of 11.90%. However 3 institutions sold 511,990 total shares and decreased their ownership by an average of 4.3%.

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 3,501,369 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc6.378%20.278%16,362,4252,758,5612023-12-31
HHG PLC3.108%-3.064%7,973,202-252,0112023-12-31
Victory Capital Management Inc.2.258%2.739%5,793,764154,4682023-12-31
NORGES BANK1.178%10.085%3,020,851276,7422023-12-31
First Trust Advisors L.P.1.085%-6.419%2,783,300-190,8982023-12-31
Amvescap Plc.1.049%13.434%2,691,156318,7032023-12-31
Apg All Pensions Group0.974%17.193%2,498,960366,6092023-12-31
1832 Asset Management L.P0.760%-3.423%1,949,102-69,0812023-12-31
Dimensional Fund Advisors, Inc.0.754%7.702%1,933,712138,2762023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.484%-1.707%24,331,324-422,4842023-09-30
BlackRock Inc6.378%20.278%16,362,4252,758,5612023-12-31
Morgan Stanley - Brokerage Accounts5.093%4.227%13,065,224529,8172023-09-30
State Street Corporation4.330%2.936%11,108,175316,8582023-09-30
Atlanta Capital Management Company,LLC3.438%0.484%9,025,16543,4252022-09-30
HHG PLC3.108%-3.064%7,973,202-252,0112023-12-31
Kayne Anderson Rudnick Investment Management LLC2.658%4.637%6,819,124302,2122023-09-30
Victory Capital Management Inc.2.258%2.739%5,793,764154,4682023-12-31
Geode Capital Management, LLC1.816%1.941%4,657,55488,6682023-09-30
JPMorgan Chase & Co1.580%0.065%4,053,9852,6282023-09-30
Arnhold & S. Bleichroeder Advisers, LLC1.137%-19.771%3,116,060-767,9082022-12-31
NORGES BANK1.178%10.085%3,020,851276,7422023-12-31
First Trust Advisors L.P.1.085%-6.419%2,783,300-190,8982023-12-31
Amvescap Plc.1.049%13.434%2,691,156318,7032023-12-31
Apg All Pensions Group0.974%17.193%2,498,960366,6092023-12-31
Citigroup Inc0.902%1.395%2,322,16031,9472023-03-31
Capital World Investors0.861%0.057%2,216,0211,2582023-03-31
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
Northern Trust Corp0.780%5.175%2,001,84898,5002023-09-30
1832 Asset Management L.P0.760%-3.423%1,949,102-69,0812023-12-31
Dimensional Fund Advisors, Inc.0.754%7.702%1,933,712138,2762023-12-31
Polar Capital Holdings PLC0.750%-3.750%1,925,000-75,0002023-09-30
Millennium Management LLC0.726%-36.381%1,870,995-1,069,9312023-06-30
Wells Fargo & Co0.698%10.203%1,791,262165,8482023-09-30
Bank of America Corp0.687%23.401%1,761,249333,9902023-09-30
Wellington Management Company LLP0.663%-0.666%1,759,562-11,7982022-09-30
Bank of New York Mellon Corp0.682%3.732%1,748,61062,9172023-09-30
Charles Schwab Investment Management Inc0.633%2.317%1,633,41836,9942023-09-30

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 28 mutual fund holders of WRB own 33.24% of the company with a total of 85.5 million shares.

In the latest ownership report on February 29th 2024, the top 28 fund holders increased their combined ownership of WRB by 27 thousand shares. 3 funds bought 29,061 total additional shares and increased their ownership by an average of 0.51%. However 1 funds sold 2,294 total shares and decreased their ownership by an average of 0.17%.

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 26,767 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 ETF Trust0.932%0.631%2,391,38915,0042024-02-29
First Trust Capital Strength ETF0.890%0.000%2,283,22302024-02-29
iShares Core S&P 500 ETF0.826%0.304%2,119,4126,4132024-02-29
Financial Select Sector SPDR® ETF0.529%-0.169%1,357,904-2,2942024-02-29
Invesco S&P 500® Equal Weight ETF0.509%0.589%1,305,4127,6442024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Eaton Vance Atlanta Capital SMID-Cap I2.931%0.000%7,519,01402024-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.379%1.344%6,134,27381,3562023-03-31
Janus Henderson Enterprise D2.377%0.000%6,097,31302023-12-31
Janus Inst Mid Cap Growth CF2.377%0.000%6,097,31302023-12-31
Vanguard Total Stock Mkt Idx Inv2.366%0.267%6,070,62616,1922024-01-31
Vanguard Institutional 500 Index Trust1.962%1.217%5,034,34160,5162024-01-31
Vanguard 500 Index Investor1.879%0.657%4,839,39331,5982023-08-31
Vanguard Mid Cap Index Institutional1.689%-0.083%4,332,716-3,6012024-01-31
Victory Sycamore Established Value R1.468%-2.208%3,765,000-85,0002023-12-31
Fidelity 500 Index0.943%1.034%2,418,70724,7522024-01-31
SPDR® S&P 500 ETF Trust0.932%0.631%2,391,38915,0042024-02-29
Fidelity® 500 Index0.919%0.641%2,370,68715,0872023-11-30
First Trust Capital Strength ETF0.890%0.000%2,283,22302024-02-29
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
iShares Core S&P 500 ETF0.826%0.304%2,119,4126,4132024-02-29
Polar Capital Global Ins A GBP Inc0.777%0.000%2,000,00002023-08-31
Polar Capital Global Ins A Inc0.744%0.000%1,907,50002024-01-31
JPM US Mid Cap Value-MA0.701%34,482.600%1,808,3231,803,0942023-09-30
JPM US Mid Cap Value-Composite0.692%-1.888%1,774,175-34,1482023-12-31
Vanguard Value Index Inv0.628%-0.263%1,611,095-4,2512024-01-31
JPMorgan Mid Cap Value L0.612%-11.511%1,569,942-204,2332024-01-31
Vanguard Mid-Cap Value ETF0.573%-0.793%1,468,953-11,7432024-01-31
Financial Select Sector SPDR® ETF0.529%-0.169%1,357,904-2,2942024-02-29
Vanguard Institutional Index I0.524%-0.306%1,345,404-4,1352024-01-31
Invesco S&P 500® Equal Weight ETF0.509%0.589%1,305,4127,6442024-02-29
Vanguard Dividend Appreciation ETF0.457%-1.032%1,172,401-12,2302024-01-31

Discussions

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Modok

$WRB Bears get cremated today

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john_joes_mma

$WRB I’m selling y’all have fun bag holding

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BritneyHuphrey

$WRB the future is so bright .. I gotta wear shades..

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TFTSeasonOne

$WRB how much did you make this past week?

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