Berkley W R WRB Institutional Ownership

NYSE WRB

$68.19 -0.57 (-0.83%)

At close: Sep 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

952 Institutions

Increased 454 47.7%

Unchanged 170 17.9%

Reduced 328 34.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

72.23%

▲+0.49 pp QoQ

Shares Held by Institutions

281.09Mn

of 389.16Mn outstanding

▲+2.44% QoQ

Shares Outstanding

389.16Mn

108.06Mn held outside 13F filers

Institutional Investors

952

filed 13F for Jun 2026

▲+26 vs prior quarter

Net Shares Added (QoQ)

+6.71Mn

accumulated since last quarter

Value of Holdings

$19.17Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Berkley W R Corp (NYSE:WRB) showed up in the 13F filings of 952 institutional investors as of June 2026.

They owned 72.2% of outstanding stock in June 2026, up from 71.7% the prior quarter.
They increased total shares held in Berkley W R by 2.44% from last quarter, and the number of investors in WRB increased 3.03% annually.
Activity in WRB broke down as 454 buyers, 328 sellers, and 170 unchanged among 952 total holders.
In total, institutional investors held 281.09Mn shares in Berkley W R as of June 2026, up by 6.71Mn shares quarter on quarter, and up 33.68Mn shares year over year.
As of June 30, 2026, the biggest holder of Berkley W R is MITSUI SUMITOMO INSURANCE CO LTD at 58.78Mn shares, representing 15.1% of shares outstanding.
The most significant purchases of WRB for the quarter ending June 2026 came from NORGES BANK (3.15Mn), Sixth Street Partners Management Company, L.P. (1.92Mn), AQR CAPITAL MANAGEMENT LLC (1.83Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (1.79Mn), TWO SIGMA INVESTMENTS, LP (1.74Mn).
Leading sellers of Berkley W R shares for the quarter ending June 2026 were Morgan Stanley (2.16Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.4Mn), BlackRock, Inc. (1.35Mn), Jpmorgan Chase & Co (1.12Mn), PFA Pension, Forsikringsaktieselskab (789.14K).
According to Business Quant data, leading holders of WRB for June 2026 are MITSUI SUMITOMO INSURANCE CO LTD (58.78Mn), BlackRock, Inc. (21.93Mn), VANGUARD CAPITAL MANAGEMENT LLC (18.69Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (14.55Mn), State Street Corp (14.13Mn), GEODE CAPITAL MANAGEMENT, LLC (8.27Mn), Morgan Stanley (8.25Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (6.38Mn), Invesco Ltd. (5.03Mn), Goldman Sachs Group Inc (4.16Mn).

Form 13F Holdings

951 Institutional Holders

Report period 30 Jun, 2026

Total shares held 281.09Mn

Of outstanding 72.23%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	MITSUI SUMITOMO INSURANCE CO LTD	0001142206	58,780,450	15.10%	0	0.00%	$4.15Bn
2	BlackRock, Inc.	0002012383	21,934,626	5.64%	▼1,345,982	-5.78%	$1.55Bn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	18,690,969	4.80%	▼234,872	-1.24%	$1.32Bn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	14,550,971	3.74%	▼199,262	-1.35%	$1.03Bn
5	State Street Corp	0000093751	14,126,628	3.63%	▼278,782	-1.94%	$1.00Bn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	8,268,721	2.12%	▲39,067	+0.47%	$588.46Mn
7	Morgan Stanley	0000895421	8,252,790	2.12%	▼2,159,675	-20.74%	$582.07Mn
8	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	6,377,064	1.64%	▼1,395,149	-17.95%	$449.77Mn
9	Invesco Ltd.	0000914208	5,028,284	1.29%	▼23,481	-0.46%	$354.64Mn
10	Goldman Sachs Group Inc	0000886982	4,158,216	1.07%	▲1,306,932	+45.84%	$293.28Mn
11	DIMENSIONAL FUND ADVISORS LP	0000354204	4,041,846	1.04%	▲273,666	+7.26%	$285.09Mn
12	Wells Fargo & Company/Mn	0000072971	3,720,958	0.96%	▼68,708	-1.81%	$262.44Mn
13	AQR CAPITAL MANAGEMENT LLC	0001167557	3,680,160	0.95%	▲1,832,070	+99.13%	$259.56Mn
14	FIRST TRUST ADVISORS LP	0001125816	3,624,858	0.93%	▼348,071	-8.76%	$255.66Mn
15	NORGES BANK	0001374170	3,148,633	0.81%	▲3,148,633	0.00%	$222.07Mn
16	Bank Of America Corp /De/	0000070858	2,849,413	0.73%	▼55,109	-1.90%	$200.97Mn
17	UBS Group AG	0001610520	2,835,322	0.73%	▼432,454	-13.23%	$199.98Mn
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	2,588,583	0.67%	▲1,785,433	+222.30%	$182.57Mn
19	Northern Trust Corp	0000073124	2,552,698	0.66%	▼152,697	-5.64%	$180.04Mn
20	1832 Asset Management L.P.	0000944388	2,293,864	0.59%	▼57	0.00%	$161.79Mn

Showing 1 to 20 of 951 holders