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W. R. Berkley (WRB) Institutional Ownership

W. R. Berkley logo
$58.57 +0.54 (+0.93%)
(As of 12/20/2024 05:31 PM ET)

Institutional Ownership Changes (13F Filings) for W. R. Berkley (NYSE:WRB)

Current
Institutional Ownership
Percentage
68.82%
Number of
Institutional Buyers
(last 12 months)
546
Total
Institutional Inflows
(last 12 months)
$2.58B
Number of
Institutional Sellers
(last 12 months)
194
Total
Institutional Outflows
(last 12 months)
$475.28M
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WRB Institutional Buying and Selling by Quarter

W. R. Berkley Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.3,674,171$208.44M0.1%+211.3%0.964%
12/13/2024 B. Riley Wealth Advisors Inc.4,646$264K0.0%+50.8%0.001%
12/10/2024 Garden State Investment Advisory Services LLC4,105$233K0.1%N/A0.001%
12/6/2024 Retirement Systems of Alabama65,267$3.70M0.0%+46.5%0.017%
11/27/2024 Franklin Resources Inc.41,723$2.47M0.0%+182.0%0.011%
11/25/2024 Tidal Investments LLC48,849$2.77M0.0%+150.3%0.013%
11/25/2024 Wilmington Savings Fund Society FSB1,736$98K0.0%N/A0.000%
11/25/2024 World Investment Advisors LLC30,122$1.71M0.0%N/A0.008%
11/21/2024 Anchor Investment Management LLC1,545$88K0.0%N/A0.000%
11/20/2024 Virtu Financial LLC4,904$278K0.0%-44.2%0.001%
11/20/2024 Bard Financial Services Inc.7,590$431K0.1%+50.0%0.002%
11/19/2024 Unigestion Holding SA9,658$548K0.0%+3.7%0.003%
11/18/2024 TD Private Client Wealth LLC44,586$2.53M0.1%+49.4%0.012%
11/18/2024 Teachers Retirement System of The State of Kentucky17,993$1.02M0.0%+10.9%0.005%
11/18/2024 Toronto Dominion Bank101,832$5.78M0.0%+2.0%0.027%
11/18/2024 Neo Ivy Capital Management25,474$1.45M0.5%N/A0.007%
11/18/2024 Coldstream Capital Management Inc.7,406$423K0.0%+68.2%0.002%
11/16/2024 Geode Capital Management LLC7,591,353$429.27M0.0%+47.9%1.992%
11/15/2024 Insight Inv LLC30,706$1.74M1.5%+49.8%0.008%
11/15/2024 Vestcor Inc22,387$1.27M0.0%+41.7%0.006%
11/15/2024 Resources Management Corp CT ADV28,267$1.60M0.2%+84.1%0.007%
11/15/2024 Barclays PLC1,469,608$83.37M0.0%+78.6%0.386%
11/15/2024 LRI Investments LLC4,016$240K0.0%+40.3%0.001%
11/15/2024 Nomura Asset Management Co. Ltd.98,248$5.57M0.0%+72.6%0.026%
11/15/2024 Y Intercept Hong Kong Ltd60,429$3.43M0.2%N/A0.016%
11/15/2024 MML Investors Services LLC39,035$2.21M0.0%+49.0%0.010%
11/15/2024 Dean Investment Associates LLC51,601$2.93M0.4%+45.3%0.014%
11/15/2024 Orion Portfolio Solutions LLC9,061$514K0.0%+44.7%0.002%
11/15/2024 XTX Topco Ltd5,072$288K0.0%N/A0.001%
11/15/2024 Zacks Investment Management334,079$18.95M0.2%N/A0.088%
11/15/2024 iSAM Funds UK Ltd4,006$227K0.1%N/A0.001%
11/15/2024 DF Dent & Co. Inc.25,293$1.44M0.0%+48.8%0.007%
11/15/2024 National Bank of Canada FI247,455$14.04M0.0%+117.6%0.065%
11/15/2024 iA Global Asset Management Inc.26,432$1.50M0.0%+56.1%0.007%
11/15/2024 EP Wealth Advisors LLC65,736$3.73M0.0%N/A0.017%
11/15/2024 Kovitz Investment Group Partners LLC23,833$1.35M0.0%+112.8%0.006%
11/15/2024 Wellington Management Group LLP753,191$42.73M0.0%+22.9%0.198%
11/15/2024 Wexford Capital LP4,100$233K0.1%N/A0.001%
11/15/2024 Worldquant Millennium Advisors LLC236,354$13.41M0.1%+161.1%0.062%
11/15/2024 Stansberry Asset Management LLC412,209$23.39M2.9%+50.3%0.108%
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11/15/2024 State Street Corp15,121,001$857.81M0.0%+48.6%3.968%
11/15/2024 Stevens Capital Management LP3,612$205K0.0%N/A0.001%
11/15/2024 Stifel Financial Corp767,793$43.56M0.0%+50.0%0.201%
11/15/2024 Quantinno Capital Management LP31,510$1.79M0.0%+105.4%0.008%
11/15/2024 Royal London Asset Management Ltd.238,892$13.55M0.0%+52.8%0.063%
11/15/2024 Maren Capital LLC973,187$55.21M4.5%+52.0%0.255%
11/15/2024 New Vernon Investment Management LLC61,470$3.49M3.8%+50.0%0.016%
11/15/2024 IHT Wealth Management LLC6,896$392K0.0%+105.5%0.002%
11/15/2024 Ingalls & Snyder LLC4,811$273K0.0%+49.7%0.001%
11/15/2024 Intrepid Capital Management Inc.38,099$2.16M1.2%+50.2%0.010%
11/15/2024 Integrated Wealth Concepts LLC16,559$939K0.0%+43.5%0.004%
11/15/2024 Investment Management Corp of Ontario10,201$579K0.0%+121.7%0.003%
11/15/2024 Jacobs Levy Equity Management Inc.346,384$19.65M0.1%N/A0.091%
11/15/2024 Janus Henderson Group PLC11,321,958$642.29M0.3%+51.0%2.971%
11/15/2024 HighTower Advisors LLC136,639$7.77M0.0%+48.1%0.036%
11/15/2024 Hilltop Holdings Inc.37,064$2.10M0.1%+52.4%0.010%
11/15/2024 Garden State Investment Advisory Services LLC4,105$233K0.1%N/A0.001%
11/15/2024 Centiva Capital LP33,793$1.92M0.0%N/A0.009%
11/15/2024 Chevy Chase Trust Holdings LLC161,193$9.14M0.0%+46.2%0.042%
11/15/2024 Benjamin Edwards Inc.141,623$8.03M0.1%+6,417.4%0.037%
11/15/2024 Aureus Asset Management LLC4,644$263K0.0%+50.0%0.001%
11/15/2024 Erste Asset Management GmbH115,350$6.54M0.1%N/A0.030%
11/14/2024 Cobblestone Capital Advisors LLC NY10,320$585K0.0%+50.0%0.003%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp51,186$2.90M0.0%+30.2%0.013%
11/14/2024 Edgestream Partners L.P.39,879$2.26M0.1%N/A0.010%
11/14/2024 NCM Capital Management LLC11,259$639K0.3%+50.0%0.003%
11/14/2024 Caisse DE Depot ET Placement DU Quebec1,507,757$85.54M0.2%+128.0%0.396%
11/14/2024 Verition Fund Management LLC65,173$3.70M0.0%+218.2%0.017%
11/14/2024 Captrust Financial Advisors39,089$2.22M0.0%+50.1%0.010%
11/14/2024 Rockefeller Capital Management L.P.252,151$14.31M0.0%+86.3%0.066%
11/14/2024 Martingale Asset Management L P6,619$375K0.0%-76.5%0.002%
11/14/2024 Isthmus Partners LLC228,630$12.97M1.5%+48.2%0.060%
11/14/2024 Vinva Investment Management Ltd12,138$686K0.0%+56.8%0.003%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,031,786$115.26M0.0%+38.0%0.533%
11/14/2024 Public Sector Pension Investment Board52,498$2.98M0.0%+53.8%0.014%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank65,647$3.72M0.0%+44.9%0.017%
11/14/2024 National Wealth Management Group LLC5,921$336K0.2%N/A0.002%
11/14/2024 MetLife Investment Management LLC78,050$4.43M0.0%+44.6%0.020%
11/14/2024 CreativeOne Wealth LLC7,224$410K0.0%N/A0.002%
11/14/2024 Blueshift Asset Management LLC3,854$219K0.1%N/A0.001%
11/13/2024 Glenmede Trust Co. NA9,859$559K0.0%+59.8%0.003%
11/13/2024 Freedom Investment Management Inc.8,521$483K0.0%+64.4%0.002%
11/13/2024 Cynosure Group LLC6,480$368K0.1%+37.6%0.002%
11/13/2024 Townsquare Capital LLC37,821$2.15M0.0%+70.7%0.010%
11/13/2024 Transamerica Financial Advisors Inc.2,158$123K0.0%N/A0.001%
11/13/2024 BNP Paribas Financial Markets661,959$37.55M0.0%+107.1%0.174%
11/13/2024 Avestar Capital LLC4,282$243K0.0%+50.9%0.001%
11/13/2024 Brooklyn Investment Group841$48K0.0%N/A0.000%
11/13/2024 Quantbot Technologies LP20,892$1.19M0.0%N/A0.005%
11/13/2024 FMR LLC116,767$6.62M0.0%+68.6%0.031%
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11/13/2024 D.A. Davidson & CO.24,032$1.36M0.0%+49.6%0.006%
11/13/2024 Dai ichi Life Insurance Company Ltd109,974$6.24M0.2%+30.6%0.029%
11/13/2024 The Manufacturers Life Insurance Company4,154,783$235.70M0.2%+104.1%1.090%
11/13/2024 Bank of Montreal Can323,681$18.29M0.0%+42.3%0.085%
11/13/2024 Trust Asset Management LLC3,529$200K0.0%N/A0.001%
11/13/2024 Private Trust Co. NA6,413$364K0.0%+30.0%0.002%
11/13/2024 Hancock Whitney Corp156,364$8.87M0.3%+50.4%0.041%
11/13/2024 Brown Brothers Harriman & Co.5,573$316K0.0%+57.5%0.001%
11/13/2024 Loomis Sayles & Co. L P211,839$12.02M0.0%+16.9%0.056%
11/13/2024 Independent Advisor Alliance62,719$3.56M0.1%+46.0%0.016%
(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), The Manufacturers Life Insurance Company ($3.88M), Janus Henderson Group PLC ($3.83M), Norges Bank ($3.02M), Geode Capital Management LLC ($2.56M), and Victory Capital Management Inc. ($2.17M).

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

Institutional investors have bought a total of 72,648,910 shares in the last 24 months. This purchase volume represents approximately $3.66B in transactions.

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

Of the 394 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 29,107,997 shares in the last 24 months. This volume of shares sold represents approximately $1.35B in transactions.



This page (NYSE:WRB) was last updated on 12/22/2024 by MarketBeat.com Staff
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