BERKLEY W R CORP - Common Stock, par value $0.20 per share (WRB) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.20 per share
Symbol
WRB on NYSE
Shares outstanding
379,699,906
Price per share
$70.12
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
244,178,470
Total reported value
$18,700,290,061
% of total 13F portfolios
0.02%
Share change
-9,688,220
Value change
-$717,717,750
Number of holders
911
Price from insider filings
$70.12
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BERKLEY W R CORP - Common Stock, par value $0.20 per share (WRB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BERKLEY WILLIAM R 25% $7,408,080,194 95,551,144 WR Berkley & Others LLC 05 Dec 2025
MITSUI SUMITOMO INSURANCE CO LTD 13% $3,768,081,118 48,601,588 Mitsui Sumitomo Insurance Co., Ltd. 04 Dec 2025

As of 30 Sep 2025, 911 institutional investors reported holding 244,178,470 shares of BERKLEY W R CORP - Common Stock, par value $0.20 per share (WRB). This represents 64% of the company’s total 379,699,906 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BERKLEY W R CORP - Common Stock, par value $0.20 per share (WRB) together control 46% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 9.7% 36,723,753 -0.64% 0.04% $2,813,773,954
BlackRock, Inc. 6.5% 24,774,770 -1.8% 0.03% $1,898,242,872
STATE STREET CORP 3.9% 14,921,114 +1% 0.04% $1,143,255,755
MORGAN STANLEY 3.1% 11,804,567 -11% 0.05% $904,466,251
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2.5% 9,494,438 -14% 1.8% $727,463,906
Jefferies Financial Group Inc. 2.3% 8,911,719 6.3% $682,815,910
GEODE CAPITAL MANAGEMENT, LLC 2.2% 8,344,255 +1.9% 0.04% $640,279,463
JANUS HENDERSON GROUP PLC 1.8% 6,939,946 -15% 0.24% $531,738,040
PRINCIPAL FINANCIAL GROUP INC 1.4% 5,241,509 +4.9% 0.2% $401,607,436
JPMORGAN CHASE & CO 1.3% 4,913,540 -32% 0.02% $376,475,502
Invesco Ltd. 1.3% 4,892,799 +33% 0.06% $374,886,226
FIRST TRUST ADVISORS LP 1.1% 4,220,936 +6.6% 0.24% $323,408,133
WELLS FARGO & COMPANY/MN 1% 3,905,144 -4% 0.06% $299,212,101
DIMENSIONAL FUND ADVISORS LP 0.98% 3,711,425 +22% 0.06% $284,349,961
NORTHERN TRUST CORP 0.79% 3,013,045 -2.2% 0.03% $230,859,508
ROYAL LONDON ASSET MANAGEMENT LTD 0.73% 2,763,648 +0.91% 0.46% $211,750,710
Polar Capital Holdings Plc 0.72% 2,750,000 -6% 1% $210,705,000
UBS Group AG 0.68% 2,599,767 -0.55% 0.04% $199,194,148
BANK OF AMERICA CORP /DE/ 0.68% 2,571,057 -4.2% 0.01% $196,994,351
1832 Asset Management L.P. 0.63% 2,397,170 -9% 0.31% $183,671,165
Legal & General Group Plc 0.56% 2,134,565 +2.3% 0.04% $163,550,375
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.49% 1,857,890 +0.54% 0.02% $142,351,532
Madison Asset Management, LLC 0.48% 1,831,084 -1.2% 1.5% $140,297,649
Bank of New York Mellon Corp 0.46% 1,735,347 +0.82% 0.02% $132,962,286
ROYAL BANK OF CANADA 0.45% 1,701,715 +3.4% 0.02% $130,385,000

Institutional Holders of BERKLEY W R CORP - Common Stock, par value $0.20 per share (WRB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,480,281 $173,893,522 +$21,983,804 $70.12 57
2025 Q3 244,178,470 $18,700,290,061 -$717,717,750 $76.62 911
2025 Q2 254,536,404 $18,686,757,069 -$149,116,809 $73.47 910
2025 Q1 256,378,163 $18,236,450,500 -$84,387,933 $71.16 895
2024 Q4 260,975,222 $15,269,104,488 +$291,349,825 $58.52 856
2024 Q3 252,620,665 $14,324,370,162 +$3,685,148,353 $56.73 777
2024 Q2 172,428,898 $13,536,222,760 +$83,016,036 $78.58 705
2024 Q1 174,393,304 $15,395,498,140 -$139,602,690 $88.44 742
2023 Q4 1,235,463 $87,344,492 -$3,707,979 $70.72 12
2023 Q3 170,093,545 $10,806,787,424 -$21,707,654 $63.49 647
2023 Q2 168,736,311 $10,042,569,547 -$665,538,014 $59.56 636
2023 Q1 177,473,624 $11,039,481,535 -$117,949,798 $62.26 669
2022 Q4 181,210,274 $13,150,293,329 +$458,244,040 $72.57 700
2022 Q3 184,206,105 $11,904,064,630 +$132,354,993 $64.58 644
2022 Q2 183,599,498 $12,519,635,506 +$179,228,499 $68.26 644
2022 Q1 180,115,551 $11,974,579,041 +$3,839,306,158 $66.59 584
2021 Q4 120,363,955 $9,902,556,189 -$61,898,005 $82.39 547
2021 Q3 121,431,033 $8,867,471,792 +$32,628,756 $73.18 499
2021 Q2 121,027,912 $8,988,407,400 -$102,922,601 $74.43 512
2021 Q1 122,193,185 $9,184,815,835 +$110,262,456 $75.35 495
2020 Q4 123,198,821 $8,158,028,845 -$324,532,327 $66.42 484
2020 Q3 128,307,329 $7,801,466,046 +$54,632,476 $61.15 436
2020 Q2 127,241,591 $7,268,468,764 -$111,824,925 $57.29 433
2020 Q1 128,311,345 $6,695,921,995 -$23,459,229 $52.17 422
2019 Q4 127,041,971 $8,761,744,251 +$14,405,481 $69.10 474
2019 Q3 127,211,500 $9,178,011,317 -$114,820,922 $72.23 427
2019 Q2 131,055,092 $8,627,836,930 +$2,926,591,288 $65.93 407
2019 Q1 84,173,069 $7,123,440,774 -$102,303,200 $84.72 364
2018 Q4 87,036,279 $6,427,919,925 +$74,282,586 $73.91 388
2018 Q3 87,550,517 $6,996,164,948 -$137,103,731 $79.93 384
2018 Q2 89,275,301 $6,464,463,368 +$146,549,432 $72.41 376
2018 Q1 86,102,217 $6,258,839,260 +$32,899,500 $72.70 382
2017 Q4 87,552,055 $6,268,248,758 -$17,043,102 $71.65 365
2017 Q3 87,768,472 $5,857,334,123 +$11,761,451 $66.74 350
2017 Q2 87,570,620 $6,057,545,937 -$48,950,901 $69.17 342
2017 Q1 87,102,522 $6,150,889,307 +$774,995,919 $70.63 345
2016 Q4 85,912,181 $5,709,392,044 -$40,953,356 $66.51 349
2016 Q3 88,125,964 $5,086,830,831 -$769,090 $57.76 333
2016 Q2 88,273,768 $5,288,611,448 +$79,801,688 $59.92 337
2016 Q1 87,128,980 $4,895,794,441 +$47,246,753 $56.20 340
2015 Q4 83,729,619 $4,584,991,925 -$43,836,150 $54.75 349
2015 Q3 86,010,808 $4,676,248,105 -$31,039,205 $54.37 336
2015 Q2 87,378,933 $4,537,778,846 -$103,377,849 $51.93 328
2015 Q1 90,439,218 $4,567,886,705 -$79,097,748 $50.51 335
2014 Q4 92,122,390 $4,721,790,395 +$17,556,272 $51.26 344
2014 Q3 89,533,915 $4,279,723,515 +$75,556,819 $47.80 303
2014 Q2 90,135,057 $4,173,959,950 +$47,864,636 $46.31 315
2014 Q1 88,612,547 $3,687,773,188 -$189,853,242 $41.62 302