Berkley W R Corp (WRB) Institutional Ownership

Ownership Summary

Recent 13F filings as of December 2025 show that 886 institutional investors hold a position in Berkley W R Corp (NYSE:WRB).

• These investors collectively held 68.2% of the company's total shares outstanding in December 2025, up from 61.4% in September 2025.
• Institutional share ownership changed by 22.56% QoQ, while the number of institutional owners saw an increase of 2.55% YoY.
• Among the 886 institutional holders of Berkley W R, 412 added to their stakes while 333 trimmed their positions and 141 held steady.
• Collectively, institutional investors increased their stake in Berkley W R to 272.40Mn shares as of December 2025, a change that is up by 50.15Mn shares quarter on quarter and up 10.75Mn shares year over year.
• The top institutional stake in Berkley W R as of December 31, 2025 belongs to MITSUI SUMITOMO INSURANCE CO LTD, which owns 50.53Mn shares, or 12.66% of the company.
• Among the most significant buyers of Berkley W R during December 2025 were MITSUI SUMITOMO INSURANCE CO LTD (50.53Mn), NORGES BANK (6.21Mn), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (2.21Mn), GOLDMAN SACHS GROUP INC (1.14Mn), FMR LLC (980.91K).
• Leading sellers of Berkley W R stock in December 2025 included JANUS HENDERSON GROUP PLC (3.38Mn), PRINCIPAL FINANCIAL GROUP INC (2.53Mn), MORGAN STANLEY (2.01Mn), JPMORGAN CHASE & CO (1.95Mn), BALYASNY ASSET MANAGEMENT L.P. (1.06Mn).
• The top 10 institutional holders of Berkley W R for the quarter ending December 2025 included MITSUI SUMITOMO INSURANCE CO LTD (50.53Mn), VANGUARD GROUP INC (37.03Mn), BlackRock, Inc. (25.06Mn), STATE STREET CORP (14.92Mn), MORGAN STANLEY (9.80Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (8.71Mn), GEODE CAPITAL MANAGEMENT, LLC (8.35Mn), NORGES BANK (6.21Mn), WELLS FARGO & COMPANY/MN (3.99Mn), DIMENSIONAL FUND ADVISORS LP (3.64Mn).