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W. R. Berkley (WRB) Institutional Ownership

W. R. Berkley logo
$69.39 +0.94 (+1.38%)
As of 02:19 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)
649
Total
Institutional Inflows
(last 12 months)
$3.57B
Number of
Institutional Sellers
(last 12 months)
265
Total
Institutional Outflows
(last 12 months)
$1.04B
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WRB Institutional Buying and Selling by Quarter

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W. R. Berkley Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025Ritholtz Wealth Management8,218$585K0.0%+7.5%0.002%
4/17/2025Dynamic Advisor Solutions LLC3,921$279K0.0%N/A0.001%
4/16/2025Everpar Advisors LLC10,818$770K0.4%-9.1%0.003%
4/16/2025Wealth Enhancement Advisory Services LLC24,644$1.75M0.0%-61.3%0.006%
4/16/2025Pullen Investment Management LLC22,100$1.57M1.0%-3.7%0.006%
4/16/2025Ipswich Investment Management Co. Inc.2,877$205K0.1%N/A0.001%
4/16/2025Tobam71,641$5.10M2.2%+2.5%0.019%
4/15/2025 Net Worth Advisory Group13,837$985K0.3%+2.1%0.004%
4/15/2025 Fifth Third Bancorp8,957$637K0.0%+6.8%0.002%
4/15/2025 CX Institutional4,391$312K0.0%+24.0%0.001%
4/15/2025 Handelsbanken Fonder AB96,250$6.85M0.0%+2.5%0.025%
4/15/2025 SG Americas Securities LLC26,435$1.88M0.0%-75.0%0.007%
4/15/2025 Curated Wealth Partners LLC2,815$200K0.0%N/A0.001%
4/15/2025 Avanza Fonder AB25,101$1.75M0.1%-3.6%0.007%
4/15/2025 Parsons Capital Management Inc. RI24,251$1.73M0.1%+4.3%0.006%
4/15/2025 GAMMA Investing LLC9,442$672K0.1%+23.8%0.002%
4/14/2025 Yousif Capital Management LLC37,913$2.70M0.0%+1.0%0.010%
4/14/2025 Pallas Capital Advisors LLC4,817$343K0.0%N/A0.001%
4/14/2025 Farther Finance Advisors LLC8,638$607K0.0%+132.6%0.002%
4/14/2025 Daymark Wealth Partners LLC3,799$270K0.0%-8.3%0.001%
4/14/2025 Portside Wealth Group LLC5,885$419K0.1%+26.8%0.002%
4/14/2025 Abacus Planning Group Inc.2,914$207K0.0%N/A0.001%
4/14/2025 Park Avenue Securities LLC14,006$997K0.0%+7.1%0.004%
4/14/2025 OLD National Bancorp IN3,655$260K0.0%-68.3%0.001%
4/14/2025 Wedmont Private Capital8,278$567K0.0%+3.0%0.002%
4/11/2025 Butensky & Cohen Financial Security Inc.85,233$6.07M1.9%-1.3%0.022%
4/11/2025 Impact Capital Partners LLC14,772$1.05M0.4%+2.9%0.004%
4/11/2025 Eagle Rock Investment Company LLC34,193$2.43M0.4%N/A0.009%
4/11/2025 Procyon Advisors LLC20,783$1.48M0.1%+11.3%0.005%
4/11/2025 Davis Capital Management675$48K0.0%-29.5%0.000%
4/11/2025 AMI Investment Management Inc.3,058$218K0.1%N/A0.001%
4/11/2025 Vest Financial LLC44,184$3.14M0.0%N/A0.012%
4/10/2025 Thrive Wealth Management LLC6,097$434K0.1%+14.8%0.002%
4/10/2025 Arthur M. Cohen & Associates LLC3,000$213K0.0%-40.3%0.001%
4/10/2025 Diligent Investors LLC6,411$456K0.1%-3.6%0.002%
4/10/2025 Naples Global Advisors LLC6,588$469K0.0%-3.7%0.002%
4/10/2025 Beacon Financial Group5,250$374K0.0%-3.0%0.001%
4/10/2025 Portside Wealth Group LLC4,641$330K0.1%+11.8%0.001%
4/10/2025 Firethorn Wealth Partners LLC5,268$375K0.2%+14.4%0.001%
4/10/2025 Heritage Family Offices LLP10,218$727K0.4%+22.4%0.003%
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4/10/2025 Unigestion Holding SA29,656$2.11M0.1%+113.7%0.008%
4/9/2025 Merit Financial Group LLC17,532$1.25M0.0%+83.2%0.005%
4/9/2025 Baxter Bros Inc.73,458$5.23M0.7%+21.5%0.019%
4/9/2025 Mitchell & Pahl Private Wealth LLC21,174$1.51M0.7%-1.9%0.006%
4/9/2025 LVW Advisors LLC15,656$1.11M0.1%-5.5%0.004%
4/9/2025 Fiduciary Alliance LLC8,163$581K0.1%+9.9%0.002%
4/9/2025 Czech National Bank68,919$4.90M0.0%+5.6%0.018%
4/8/2025 Rhumbline Advisers653,336$46.50M0.0%+11.7%0.172%
4/8/2025 Fifth Third Wealth Advisors LLC6,720$478K0.0%+35.3%0.002%
4/8/2025 Lantz Financial LLC3,178$226K0.1%N/A0.001%
4/8/2025 Delphi Management Inc. MA22,378$1.59M1.6%-17.3%0.006%
4/7/2025 GAMMA Investing LLC671,893$47.81M0.0%+8,709.4%0.177%
4/7/2025 AdvisorNet Financial Inc3,332$237K0.0%+9.1%0.001%
4/4/2025 Sage Capital Advisors llc20,677$1.47M0.4%+175.7%0.005%
4/4/2025 Agate Pass Investment Management LLC37,143$2.64M1.1%-2.9%0.010%
4/3/2025 Versant Capital Management Inc1,654$118K0.0%+641.7%0.000%
4/3/2025 First Hawaiian Bank53,191$3.79M0.2%-14.9%0.014%
4/1/2025 Confluence Investment Management LLC1,302,855$92.71M1.3%-2.5%0.344%
4/1/2025 MassMutual Private Wealth & Trust FSB909$65K0.0%-23.4%0.000%
3/24/2025Wellington Management Group LLP519,022$30.37M0.0%-31.1%0.137%
3/18/2025California State Teachers Retirement System413,013$24.17M0.0%-4.1%0.109%
3/18/2025111 Capital5,187$304K0.1%N/A0.001%
3/17/2025Wealth Enhancement Advisory Services LLC63,750$3.73M0.0%+376.1%0.017%
3/4/2025Smith Shellnut Wilson LLC ADV3,709$217K0.1%-6.0%0.001%
3/4/2025Siemens Fonds Invest GmbH13,491$789K0.0%+8.0%0.004%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH240,217$14.06M0.0%N/A0.063%
2/27/2025Jefferies Financial Group Inc.96,988$5.68M0.0%N/A0.025%
2/25/2025B. Riley Wealth Advisors Inc.4,416$258K0.0%-5.0%0.001%
2/24/2025Pullen Investment Management LLC22,954$1.34M0.9%+0.7%0.006%
2/21/2025Aurdan Capital Management LLC60,390$3.53M1.4%N/A0.016%
2/20/2025Mackenzie Financial Corp64,642$3.78M0.0%-9.7%0.017%
2/20/2025Forum Financial Management LP9,020$528K0.0%-18.7%0.002%
2/19/2025Toronto Dominion Bank161,526$9.45M0.0%+58.6%0.042%
2/19/2025Parr Mcknight Wealth Management Group LLC19,738$1.16M0.2%N/A0.005%
2/19/2025Public Employees Retirement System of Ohio103,907$6.08M0.0%N/A0.027%
2/18/2025Vise Technologies Inc.4,693$275K0.0%N/A0.001%
2/18/2025JT Stratford LLC26,020$1.52M0.3%+4.9%0.007%
2/18/2025Adalta Capital Management LLC1,045$61K0.0%N/A0.000%
2/18/2025Focus Partners Advisor Solutions LLC25,911$1.52M0.0%+3.7%0.007%
2/18/2025Mpwm Advisory Solutions LLC628$37K0.0%N/A0.000%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,487,097$145.55M0.0%+22.4%0.653%
2/17/2025USS Investment Management Ltd43,414$2.54M0.0%-24.0%0.011%
2/17/2025Waverly Advisors LLC3,712$217K0.0%N/A0.001%
2/17/2025Worldquant Millennium Advisors LLC213,878$12.52M0.1%-9.5%0.056%
2/17/2025Woodline Partners LP18,079$1.06M0.0%N/A0.005%
2/17/2025iSAM Funds UK Ltd5,280$309K0.2%+31.8%0.001%
2/17/2025Vident Advisory LLC14,881$871K0.0%+25.7%0.004%
2/17/2025WBI Investments LLC41,156$2.41M0.6%-39.1%0.011%
2/17/2025Squarepoint Ops LLC149,623$8.76M0.0%-4.0%0.039%
2/17/2025Two Sigma Advisers LP24,025$1.41M0.0%+562.8%0.006%
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2/17/2025Two Sigma Investments LP28,915$1.69M0.0%-26.9%0.008%
2/17/2025Tidal Investments LLC27,071$1.58M0.0%-44.6%0.007%
2/17/2025Teza Capital Management LLC3,871$227K0.0%-55.1%0.001%
2/17/2025State of Wyoming6,136$359K0.0%+45.9%0.002%
2/17/2025Toronto Dominion Bank161,526$9.45M0.0%+58.6%0.042%
2/17/2025Snowden Capital Advisors LLC9,270$542K0.0%-1.8%0.002%
2/17/2025Silvercrest Asset Management Group LLC188,934$11.06M0.1%+3,733.1%0.050%
2/17/2025Royal Bank of Canada1,773,732$103.80M0.0%+5.8%0.465%
2/17/2025Rafferty Asset Management LLC106,218$6.22M0.0%+4.2%0.028%
2/17/2025Raiffeisen Bank International AG12,268$718K0.0%N/A0.003%
(Data available from 1/1/2016 forward)

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WRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WRB shares?

During the previous two years, 891 institutional investors and hedge funds held shares of W. R. Berkley. The most heavily invested institutionals were Vanguard Group Inc. ($2.13B), State Street Corp ($857.81M), Morgan Stanley ($829.51M), BlackRock Inc. ($822.88M), Kayne Anderson Rudnick Investment Management LLC ($686.00M), Janus Henderson Group PLC ($582.68M), and Geode Capital Management LLC ($449.17M).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 807 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: Norges Bank ($7.68M), Principal Financial Group Inc. ($6.39M), State Street Corp ($5.46M), The Manufacturers Life Insurance Company ($4.51M), JPMorgan Chase & Co. ($3.99M), Janus Henderson Group PLC ($3.83M), and Geode Capital Management LLC ($2.63M).

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

Institutional investors have bought a total of 92,620,496 shares in the last 24 months. This purchase volume represents approximately $4.89B in transactions.

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

Of the 441 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. ($4.24M), First Trust Advisors LP ($3.44M), Citigroup Inc. ($1.95M), Janus Henderson Group PLC ($1.88M), Envestnet Asset Management Inc. ($1.46M), Los Angeles Capital Management LLC ($1.25M), and Wellington Management Group LLP ($1.07M).

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

Institutional investors have sold a total of 34,373,164 shares in the last 24 months. This volume of shares sold represents approximately $1.72B in transactions.


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This page (NYSE:WRB) was last updated on 4/17/2025 by MarketBeat.com Staff
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