W.R. Berkley Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MITSUI SUMITOMO INSURANCE CO LTD | 05/14/2026 | 58.78 M | $3.90 B | 16.34% | 14.82% |
| BLACKROCK, INC. | 05/13/2026 | 23.28 M | $1.54 B | -7.10% | 5.87% |
| 05/15/2026 | 18.93 M | $1.25 B | 100.00% | 4.77% | |
| 05/08/2026 | 14.75 M | $977.65 M | 100.00% | 3.72% | |
| STATE STREET CORP | 05/15/2026 | 14.41 M | $954.79 M | -3.43% | 3.63% |
| MORGAN STANLEY | 05/15/2026 | 10.41 M | $690.14 M | 6.27% | 2.62% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 8.23 M | $549.20 M | -1.43% | 2.07% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2026 | 7.77 M | $515.14 M | -10.76% | 1.96% |
| INVESCO LTD. | 05/12/2026 | 5.05 M | $334.83 M | 2.82% | 1.27% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 3.97 M | $263.33 M | 10.51% | 1.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.79 M | $251.18 M | -5.03% | 0.96% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 3.77 M | $249.76 M | 3.57% | 0.95% |
| JPMORGAN CHASE & CO | 05/13/2026 | 3.27 M | $216.90 M | 10.61% | 0.83% |
| UBS GROUP AG | 05/05/2026 | 3.27 M | $216.59 M | -6.79% | 0.82% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 2.90 M | $192.51 M | 23.39% | 0.73% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 2.85 M | $188.98 M | 3.45% | 0.72% |
| NORTHERN TRUST CORP | 05/14/2026 | 2.71 M | $179.31 M | -6.33% | 0.68% |
| JANUS HENDERSON GROUP PLC | 05/18/2026 | 2.46 M | $162.91 M | -30.92% | 0.62% |
| 1832 ASSET MANAGEMENT L.P. | 05/14/2026 | 2.29 M | $152.04 M | -1.28% | 0.58% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 05/01/2026 | 2.28 M | $151.42 M | -18.13% | 0.58% |
| POLAR CAPITAL HOLDINGS PLC | 05/15/2026 | 2.28 M | $150.79 M | -6.95% | 0.57% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 2.18 M | $144.19 M | -2.00% | 0.55% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 2.03 M | $134.81 M | -7.63% | 0.51% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 1.92 M | $127.15 M | -29.15% | 0.48% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.90 M | $126.02 M | 1.30% | 0.48% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 1.87 M | $124.01 M | -9.21% | 0.47% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.85 M | $122.49 M | 6.89% | 0.47% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 1.66 M | $109.95 M | 100.00% | 0.42% |
| MADISON ASSET MANAGEMENT, LLC | 05/07/2026 | 1.62 M | $107.30 M | -6.13% | 0.41% |
| CITADEL ADVISORS LLC | 05/15/2026 | 1.39 M | $92.40 M | 1,142.00% | 0.35% |
| FMR LLC | 05/15/2026 | 1.39 M | $92.09 M | 9.44% | 0.35% |
| CHILTON INVESTMENT CO INC. | 05/15/2026 | 1.39 M | $92.05 M | -15.23% | 0.35% |
| NATIXIS ADVISORS, L.P. | 05/13/2026 | 1.35 M | $89.41 M | 16.31% | 0.34% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.30 M | $85.96 M | -17.24% | 0.33% |
| EULAV ASSET MANAGEMENT | 05/07/2026 | 1.23 M | $81.56 M | -5.02% | 0.31% |
| BARCLAYS PLC | 05/15/2026 | 1.23 M | $81.35 M | 17.37% | 0.31% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 1.15 M | $74.28 M | 15,193.35% | 0.29% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 1.14 M | $75.87 M | 32.01% | 0.29% |
| ANCHOR CAPITAL ADVISORS LLC | 05/12/2026 | 1.13 M | $75.15 M | 0.67% | 0.29% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2026 | 1.11 M | $73.80 M | -5.76% | 0.28% |
| HSBC HOLDINGS PLC | 04/30/2026 | 1.10 M | $73.18 M | -36.44% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.10 M | $72.93 M | -7.69% | 0.28% |
| CORNERSTONE INVESTMENT PARTNERS, LLC | 05/08/2026 | 1.05 M | $69.76 M | -4.30% | 0.27% |
| JANE STREET GROUP, LLC | 05/12/2026 | 1.01 M | $67.22 M | 5,849.05% | 0.26% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 896.17 K | $59.40 M | -2.34% | 0.23% |
| PARNASSUS INVESTMENTS, LLC | 05/12/2026 | 806.10 K | $53.43 M | 1.56% | 0.20% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 803.15 K | $53.23 M | -22.69% | 0.20% |
| 04/28/2026 | 791.29 K | $52.45 M | -14.12% | 0.20% | |
| CERITY PARTNERS LLC | 05/15/2026 | 775.41 K | $51.39 M | 3.70% | 0.20% |
| SWISS NATIONAL BANK | 05/07/2026 | 724.96 K | $48.05 M | -12.81% | 0.18% |
W.R. Berkley Corp. institutional Ownership - FAQ's
During the previous two years, 1262 institutional investors and hedge funds held shares of W.R. Berkley Corp.. The most heavily invested institutionals were:
MITSUI SUMITOMO INSURANCE CO LTD: 58.78 M
BlackRock, Inc.: 23.28 M
STATE STREET CORP: 14.41 M
MORGAN STANLEY: 10.41 M
GEODE CAPITAL MANAGEMENT, LLC: 8.23 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 7.77 M
70.30% of W.R. Berkley Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 341.79 M shares in the last 24 months. This purchase volume represents approximately $23.32 B in transactions.