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 | 02/17/2026 | 50.53 M | $3.54 B | 100.00% | 12.74% |
| VANGUARD GROUP INC | 01/29/2026 | 37.03 M | $2.60 B | 0.84% | 9.34% |
| BLACKROCK, INC. | 02/12/2026 | 25.06 M | $1.76 B | 1.15% | 6.32% |
| STATE STREET CORP | 02/13/2026 | 14.92 M | $1.05 B | -0.03% | 3.76% |
| MORGAN STANLEY | 02/13/2026 | 9.80 M | $687.06 M | -17.00% | 2.47% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/13/2026 | 8.71 M | $610.69 M | -8.27% | 2.20% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 8.35 M | $586.98 M | 0.05% | 2.10% |
| NORGES BANK | 02/10/2026 | 6.21 M | $435.75 M | 100.00% | 1.57% |
| INVESCO LTD. | 02/19/2026 | 4.91 M | $344.52 M | 0.42% | 1.24% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 3.99 M | $279.80 M | 2.18% | 1.01% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 3.64 M | $255.14 M | -1.97% | 0.92% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 3.60 M | $252.09 M | -14.82% | 0.91% |
| JANUS HENDERSON GROUP PLC | 02/17/2026 | 3.56 M | $249.47 M | -48.73% | 0.90% |
| UBS GROUP AG | 01/29/2026 | 3.51 M | $245.83 M | 34.85% | 0.88% |
| JPMORGAN CHASE & CO | 02/11/2026 | 2.96 M | $207.55 M | -39.76% | 0.75% |
| NORTHERN TRUST CORP | 02/17/2026 | 2.89 M | $202.53 M | -4.14% | 0.73% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 02/13/2026 | 2.79 M | $195.66 M | 0.97% | 0.70% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 2.76 M | $193.26 M | 70.76% | 0.69% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 2.71 M | $189.88 M | -48.34% | 0.68% |
| POLAR CAPITAL HOLDINGS PLC | 02/17/2026 | 2.45 M | $171.44 M | -11.09% | 0.62% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.35 M | $165.06 M | -8.44% | 0.59% |
| 1832 ASSET MANAGEMENT L.P. | 02/13/2026 | 2.32 M | $162.93 M | -3.07% | 0.59% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 2.22 M | $155.66 M | 35,572.54% | 0.56% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 2.20 M | $154.39 M | 26.88% | 0.56% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 2.06 M | $144.51 M | -3.45% | 0.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.88 M | $131.61 M | 1.03% | 0.47% |
| HSBC HOLDINGS PLC | 03/20/2026 | 1.74 M | $121.93 M | 104.10% | 0.44% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 1.73 M | $121.24 M | 4.86% | 0.44% |
| MADISON ASSET MANAGEMENT, LLC | 02/04/2026 | 1.72 M | $120.93 M | -5.82% | 0.43% |
| CHILTON INVESTMENT CO INC. | 02/17/2026 | 1.64 M | $114.88 M | -1.14% | 0.41% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.57 M | $109.88 M | -7.92% | 0.40% |
| EULAV ASSET MANAGEMENT | 02/11/2026 | 1.30 M | $90.84 M | 0.00% | 0.33% |
| FMR LLC | 02/17/2026 | 1.27 M | $89.02 M | 339.85% | 0.32% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.19 M | $83.59 M | -9.82% | 0.30% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/05/2026 | 1.18 M | $82.85 M | -4.06% | 0.30% |
| DUNDAS PARTNERS LLP | 02/12/2026 | 1.16 M | $81.44 M | -1.70% | 0.29% |
| NATIXIS ADVISORS, L.P. | 02/10/2026 | 1.16 M | $81.32 M | -5.38% | 0.29% |
| ANCHOR CAPITAL ADVISORS LLC | 02/10/2026 | 1.13 M | $78.98 M | -2.34% | 0.28% |
| CORNERSTONE INVESTMENT PARTNERS, LLC | 01/29/2026 | 1.10 M | $77.11 M | 13.85% | 0.28% |
| BARCLAYS PLC | 02/13/2026 | 1.05 M | $73.32 M | -12.33% | 0.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 1.04 M | $72.85 M | 82.44% | 0.26% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 948.17 K | $66.49 M | -0.55% | 0.24% |
| 02/02/2026 | 921.37 K | $65.23 M | 100.00% | 0.23% | |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 917.61 K | $64.34 M | -27.01% | 0.23% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 867.18 K | $60.81 M | -8.11% | 0.22% |
| SWISS NATIONAL BANK | 02/12/2026 | 831.46 K | $58.30 M | -4.95% | 0.21% |
| BRANDES INVESTMENT PARTNERS, LP | 02/11/2026 | 817.99 K | $57.36 M | -17.28% | 0.21% |
| AMUNDI | 02/17/2026 | 804.00 K | $56.38 M | 37.42% | 0.20% |
| PARNASSUS INVESTMENTS, LLC | 02/12/2026 | 793.70 K | $55.65 M | -7.79% | 0.20% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2026 | 773.31 K | $54.22 M | -30.93% | 0.19% |
W.R. Berkley Corp. institutional Ownership - FAQ's
During the previous two years, 1311 institutional investors and hedge funds held shares of W.R. Berkley Corp.. The most heavily invested institutionals were:
UBS Group AG: 3.27 M
ROYAL LONDON ASSET MANAGEMENT LTD: 2.28 M
Bank of New York Mellon Corp: 2.03 M
PRINCIPAL FINANCIAL GROUP INC: 1.92 M
CONFLUENCE INVESTMENT MANAGEMENT LLC: 1.11 M
HSBC HOLDINGS PLC: 1.1 M
71.57% of W.R. Berkley Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 338.04 M shares in the last 24 months. This purchase volume represents approximately $23.06 B in transactions.