Berkley W R WRB Institutional Ownership

NYSE WRB

$74.33 +1.18 (+1.61%)

As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

948 Institutions

Increased 454 47.9%

Unchanged 169 17.8%

Reduced 325 34.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

71.70%

▲+0.59 pp QoQ

Shares Held by Institutions

279.02Mn

of 389.16Mn outstanding

▲+0.04% QoQ

Shares Outstanding

389.16Mn

110.14Mn held outside 13F filers

Institutional Investors

948

filed 13F for Jun 2026

▲+24 vs prior quarter

Net Shares Added (QoQ)

+101.84K

accumulated since last quarter

Value of Holdings

$20.41Bn

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

Updated Oct 11, 2026

Berkley W R Corp (NYSE:WRB) appeared in the 13F filings of 947 institutional investors for the quarter ended June 30, 2026.

These investors held 71.70% of outstanding shares in Q2 2026, up from 71.10% the quarter before.
Total shares held in Berkley W R rose 0.04% versus Q1 2026, while the number of holders rose 2.82% versus Q2 2025.
Of the 947 holders of WRB in Q2 2026, 453 added to their positions, 325 reduced their stakes and 169 left their positions unchanged.
In total, institutional investors held 279.02Mn shares of Berkley W R at the end of Q2 2026, up 101.84K from the prior quarter and up 37.71Mn from a year earlier.
Mitsui Sumitomo Insurance Co LTD held the largest position in WRB at 58.78Mn shares as of June 30, 2026, or 15.10% of shares outstanding.
Among holders that already owned Berkley W R, the biggest buyers in Q2 2026 were AQR Capital Management LLC (+1.83Mn shares), Arrowstreet Capital, Limited Partnership (+1.79Mn shares), Two Sigma Investments, LP (+1.74Mn shares), Goldman Sachs Group Inc (+1.31Mn shares) and Squarepoint Ops LLC (+697.64K shares).
Among holders that kept a stake in Berkley W R, the biggest sellers in Q2 2026 were Morgan Stanley (-2.16Mn shares), Kayne Anderson Rudnick Investment Management LLC (-1.4Mn shares), BlackRock, Inc. (-1.35Mn shares), JPMorgan Chase & Co (-1.12Mn shares) and PFA Pension, Forsikringsaktieselskab (-789.14K shares).
Business Quant data shows the 10 biggest positions in Berkley W R as of Q2 2026 were held by Mitsui Sumitomo Insurance Co LTD (58.78Mn shares), BlackRock, Inc. (21.93Mn shares), Vanguard Capital Management LLC (18.69Mn shares), Vanguard Portfolio Management LLC (14.55Mn shares), State Street Corp (14.13Mn shares), Geode Capital Management, LLC (8.27Mn shares), Morgan Stanley (8.25Mn shares), Kayne Anderson Rudnick Investment Management LLC (6.38Mn shares), Invesco Ltd. (5.03Mn shares) and Goldman Sachs Group Inc (4.16Mn shares).

Form 13F Holdings

949 Institutional Holders

Report period 30 Jun, 2026

Total shares held 279.02Mn

Of outstanding 71.70%

#	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 949 holders