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W. R. Berkley (WRB) Institutional Ownership

W. R. Berkley logo
$59.19 -0.31 (-0.52%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for W. R. Berkley (NYSE:WRB)

Current
Institutional Ownership
Percentage
68.82%
Number of
Institutional Buyers
(last 12 months)
547
Total
Institutional Inflows
(last 12 months)
$2.72B
Number of
Institutional Sellers
(last 12 months)
193
Total
Institutional Outflows
(last 12 months)
$479.36M
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WRB Institutional Buying and Selling by Quarter

W. R. Berkley Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Moody Lynn & Lieberson LLC11,542$675K0.0%+26.7%0.003%
1/21/2025Insight Inv LLC31,662$1.85M1.3%+3.1%0.008%
1/21/2025Geneos Wealth Management Inc.2,112$124K0.0%+23.0%0.001%
1/21/2025Fifth Third Bancorp8,384$491K0.0%-7.3%0.002%
1/21/2025Exchange Traded Concepts LLC15,632$915K0.0%+1.5%0.004%
1/21/2025CX Institutional3,541$207K0.0%N/A0.001%
1/21/2025Impact Partnership Wealth LLC7,716$452K0.1%-27.0%0.002%
1/21/2025Brighton Jones LLC50,503$2.96M0.1%+75.6%0.013%
1/17/2025 Inspire Investing LLC18,532$1.08M0.1%-7.0%0.005%
1/17/2025 Janney Montgomery Scott LLC231,273$13.53M0.0%-3.9%0.061%
1/17/2025 SG Americas Securities LLC105,775$6.19M0.0%+102.8%0.028%
1/17/2025 Daymark Wealth Partners LLC4,145$243K0.0%-10.4%0.001%
1/17/2025 Barlow Wealth Partners Inc.255,219$15.30M2.0%+6.1%0.067%
1/17/2025 Nisa Investment Advisors LLC180,201$10.55M0.0%-19.0%0.047%
1/17/2025 Genesis Private Wealth LLC8,037$470K0.3%N/A0.002%
1/17/2025 Fort Washington Investment Advisors Inc. OH8,438$494K0.0%-8.6%0.002%
1/17/2025 Clear Harbor Asset Management LLC6,454$378K0.0%+7.5%0.002%
1/16/2025 Crossmark Global Holdings Inc.25,428$1.49M0.0%-2.5%0.007%
1/16/2025 Mitchell & Pahl Private Wealth LLC21,587$1.26M0.6%+3.2%0.006%
1/16/2025 Ballentine Partners LLC14,863$870K0.0%+5.5%0.004%
1/16/2025 UMB Bank n.a.11,986$701K0.0%+13.2%0.003%
1/16/2025 Thrive Wealth Management LLC5,313$311K0.1%-3.4%0.001%
1/16/2025 Diversify Advisory Services LLC13,046$740K0.0%-16.9%0.003%
1/16/2025 Diversify Wealth Management LLC19,440$1.10M0.1%+22.7%0.005%
1/16/2025 Romano Brothers AND Company5,920$346K0.0%-11.8%0.002%
1/15/2025 HB Wealth Management LLC6,066$355K0.0%+10.5%0.002%
1/15/2025 Wallington Asset Management LLC399,782$23.40M3.4%+0.2%0.105%
1/15/2025 Somerset Trust Co4,235$248K0.1%-18.4%0.001%
1/15/2025 Merit Financial Group LLC9,571$560K0.0%N/A0.003%
1/15/2025 Butensky & Cohen Financial Security Inc.86,349$5.05M1.6%+0.3%0.023%
1/15/2025 Avanza Fonder AB26,044$1.52M0.0%N/A0.007%
1/15/2025 Procyon Advisors LLC18,672$1.09M0.1%-10.2%0.005%
1/15/2025 Gateway Investment Advisers LLC107,040$6.26M0.1%-2.2%0.028%
1/14/2025 CHURCHILL MANAGEMENT Corp335,277$19.62M0.2%+0.4%0.088%
1/14/2025 Park Avenue Securities LLC13,074$765K0.0%+12.6%0.003%
1/14/2025 Fifth Third Wealth Advisors LLC4,966$291K0.0%N/A0.001%
1/14/2025 Oak Thistle LLC8,725$511K0.2%+130.8%0.002%
1/14/2025 Mendota Financial Group LLC557$33K0.0%-46.5%0.000%
1/13/2025 Tealwood Asset Management Inc.41,042$2.40M1.0%+1.4%0.011%
1/13/2025 CHB Investment Group LLC50,385$2.95M1.6%-0.8%0.013%
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1/13/2025 Claro Advisors LLC10,871$636K0.1%-22.1%0.003%
1/13/2025 Wedmont Private Capital8,038$456K0.0%+2.3%0.002%
1/13/2025 Agate Pass Investment Management LLC38,243$2.24M1.0%+1.3%0.010%
1/13/2025 Fiduciary Alliance LLC7,430$435K0.0%+9.8%0.002%
1/13/2025 Czech National Bank65,273$3.82M0.0%+6.6%0.017%
1/10/2025 ORG Wealth Partners LLC3,047$178K0.1%+16.7%0.001%
1/10/2025 Wealth Enhancement Advisory Services LLC13,631$773K0.0%+1.8%0.004%
1/8/2025 First Hawaiian Bank62,515$3.66M0.1%-9.8%0.016%
1/6/2025 Kings Path Partners LLC18,531$1.08M0.5%N/A0.005%
1/6/2025 Pensionfund Sabic23,750$1.39M0.4%+20.3%0.006%
1/6/2025 Nordea Investment Management AB25,098$1.47M0.0%+6.3%0.007%
1/3/2025 GAMMA Investing LLC7,627$446K0.0%+32.9%0.002%
1/2/2025 Confluence Investment Management LLC1,336,426$78.21M1.1%-2.0%0.351%
12/26/2024JPMorgan Chase & Co.7,366,424$417.90M0.0%+55.1%1.933%
12/19/2024Principal Financial Group Inc.3,674,171$208.44M0.1%+211.3%0.964%
12/13/2024B. Riley Wealth Advisors Inc.4,646$264K0.0%+50.8%0.001%
12/10/2024Garden State Investment Advisory Services LLC4,105$233K0.1%N/A0.001%
12/6/2024Retirement Systems of Alabama65,267$3.70M0.0%+46.5%0.017%
11/27/2024Franklin Resources Inc.41,723$2.47M0.0%+182.0%0.011%
11/25/2024Tidal Investments LLC48,849$2.77M0.0%+150.3%0.013%
11/25/2024Wilmington Savings Fund Society FSB1,736$98K0.0%N/A0.000%
11/25/2024World Investment Advisors LLC30,122$1.71M0.0%N/A0.008%
11/21/2024Anchor Investment Management LLC1,545$88K0.0%N/A0.000%
11/20/2024Virtu Financial LLC4,904$278K0.0%-44.2%0.001%
11/20/2024 Bard Financial Services Inc.7,590$431K0.1%+50.0%0.002%
11/19/2024Unigestion Holding SA9,658$548K0.0%+3.7%0.003%
11/18/2024TD Private Client Wealth LLC44,586$2.53M0.1%+49.4%0.012%
11/18/2024Teachers Retirement System of The State of Kentucky17,993$1.02M0.0%+10.9%0.005%
11/18/2024Toronto Dominion Bank101,832$5.78M0.0%+2.0%0.027%
11/18/2024Neo Ivy Capital Management25,474$1.45M0.5%N/A0.007%
11/18/2024Coldstream Capital Management Inc.7,406$423K0.0%+68.2%0.002%
11/16/2024Geode Capital Management LLC7,591,353$429.27M0.0%+47.9%1.992%
11/15/2024Insight Inv LLC30,706$1.74M1.5%+49.8%0.008%
11/15/2024Vestcor Inc22,387$1.27M0.0%+41.7%0.006%
11/15/2024Resources Management Corp CT ADV28,267$1.60M0.2%+84.1%0.007%
11/15/2024Barclays PLC1,469,608$83.37M0.0%+78.6%0.386%
11/15/2024LRI Investments LLC4,016$240K0.0%+40.3%0.001%
11/15/2024Nomura Asset Management Co. Ltd.98,248$5.57M0.0%+72.6%0.026%
11/15/2024Y Intercept Hong Kong Ltd60,429$3.43M0.2%N/A0.016%
11/15/2024MML Investors Services LLC39,035$2.21M0.0%+49.0%0.010%
11/15/2024Dean Investment Associates LLC51,601$2.93M0.4%+45.3%0.014%
11/15/2024Orion Portfolio Solutions LLC9,061$514K0.0%+44.7%0.002%
11/15/2024XTX Topco Ltd5,072$288K0.0%N/A0.001%
11/15/2024Zacks Investment Management334,079$18.95M0.2%N/A0.088%
11/15/2024iSAM Funds UK Ltd4,006$227K0.1%N/A0.001%
11/15/2024DF Dent & Co. Inc.25,293$1.44M0.0%+48.8%0.007%
11/15/2024National Bank of Canada FI247,455$14.04M0.0%+117.6%0.065%
11/15/2024iA Global Asset Management Inc.26,432$1.50M0.0%+56.1%0.007%
11/15/2024EP Wealth Advisors LLC65,736$3.73M0.0%N/A0.017%
11/15/2024Kovitz Investment Group Partners LLC23,833$1.35M0.0%+112.8%0.006%
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There are very few people in this world who are considered “the best” in their field. There are guys like Michael Jordan who is considered the best basketball player of all time… Or Warren Buffet who is considered the best Investor of all time… But we’ve just met a man who might be the best stock picker of all time… Right now, as we speak, he is currently ranked the #1 stock picker in North America.

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11/15/2024Wellington Management Group LLP753,191$42.73M0.0%+22.9%0.198%
11/15/2024Wexford Capital LP4,100$233K0.1%N/A0.001%
11/15/2024Worldquant Millennium Advisors LLC236,354$13.41M0.1%+161.1%0.062%
11/15/2024Stansberry Asset Management LLC412,209$23.39M2.9%+50.3%0.108%
11/15/2024State Street Corp15,121,001$857.81M0.0%+48.6%3.968%
11/15/2024Stevens Capital Management LP3,612$205K0.0%N/A0.001%
11/15/2024Stifel Financial Corp767,793$43.56M0.0%+50.0%0.201%
11/15/2024Quantinno Capital Management LP31,510$1.79M0.0%+105.4%0.008%
11/15/2024Royal London Asset Management Ltd.238,892$13.55M0.0%+52.8%0.063%
11/15/2024Maren Capital LLC973,187$55.21M4.5%+52.0%0.255%
(Data available from 1/1/2016 forward)

WRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WRB shares?

During the previous two years, 815 institutional investors and hedge funds held shares of W. R. Berkley. The most heavily invested institutionals were Vanguard Group Inc. ($2.16B), State Street Corp ($857.81M), Morgan Stanley ($829.51M), BlackRock Inc. ($822.88M), Janus Henderson Group PLC ($642.29M), Kayne Anderson Rudnick Investment Management LLC ($593.58M), and Geode Capital Management LLC ($429.27M).Learn more on WRB's institutional investors.

What percentage of W. R. Berkley stock is owned by institutional investors?

68.82% of W. R. Berkley stock is owned by institutional investors. Learn more on WRB's institutional investor holdings.

Which institutional investors have been buying W. R. Berkley stock?

Of the 727 institutional investors that purchased W. R. Berkley stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Financial Group Inc. ($5.94M), State Street Corp ($5.46M), JPMorgan Chase & Co. ($4.09M), The Manufacturers Life Insurance Company ($3.88M), Janus Henderson Group PLC ($3.83M), Norges Bank ($3.02M), and Geode Capital Management LLC ($2.56M).

How much institutional buying is happening at W. R. Berkley?

Institutional investors have bought a total of 75,382,387 shares in the last 24 months. This purchase volume represents approximately $3.82B in transactions.

Which W. R. Berkley major shareholders have been selling company stock?

Of the 396 institutional investors that sold W. R. Berkley stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($6.64M), Citigroup Inc. ($2.01M), BloombergSen Inc. ($1.49M), Envestnet Asset Management Inc. ($1.46M), Los Angeles Capital Management LLC ($1.05M), Allspring Global Investments Holdings LLC ($858.57K), and First Eagle Investment Management LLC ($767.91K).

How much institutional selling is happening at W. R. Berkley?

Institutional investors have sold a total of 28,766,965 shares in the last 24 months. This volume of shares sold represents approximately $1.33B in transactions.


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This page (NYSE:WRB) was last updated on 1/21/2025 by MarketBeat.com Staff
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