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W.R. Berkley (WRB) Institutional Ownership

W.R. Berkley logo
$68.76 +0.63 (+0.92%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$68.52 -0.24 (-0.35%)
As of 07/18/2025 06:23 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
68.82%
Number of
Institutional Buyers
(last 12 months)
710
Total
Institutional Inflows
(last 12 months)
$3.92B
Number of
Institutional Sellers
(last 12 months)
349
Total
Institutional Outflows
(last 12 months)
$1.58B
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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
7/18/2025 CHURCHILL MANAGEMENT Corp333,164$24.48M0.3%-0.2%0.088%
7/18/2025 Naples Global Advisors LLC6,288$462K0.0%-4.6%0.002%
7/18/2025 Robeco Institutional Asset Management B.V.66,886$4.91M0.0%-12.7%0.018%
7/18/2025 Woodward Diversified Capital LLC4,998$367K0.2%+26.6%0.001%
7/18/2025 BloombergSen Inc.740,194$54.38M3.3%-1.2%0.195%
7/18/2025 USA Financial Formulas11,440$840K0.1%N/A0.003%
7/18/2025 Trust Co. of Vermont17,426$1.28M0.1%-6.7%0.005%
7/18/2025 Impact Capital Partners LLC14,107$1.04M0.3%-4.5%0.004%
7/18/2025 OLD Point Trust & Financial Services N A19,548$1.44M0.6%-0.9%0.005%
7/18/2025 Truist Financial Corp1,321,311$97.08M0.1%-13.4%0.348%
7/18/2025 Union Bancaire Privee UBP SA27,000$1.98M0.0%N/A0.007%
7/17/2025 Greenleaf Trust5,806$427K0.0%-19.4%0.002%
7/17/2025 Tealwood Asset Management Inc.39,746$2.92M1.3%-2.9%0.010%
7/17/2025 HB Wealth Management LLC11,638$855K0.0%+14.0%0.003%
7/17/2025 Janney Montgomery Scott LLC213,098$15.66M0.0%-3.5%0.056%
7/17/2025 Washington Capital Management Inc.7,600$558K0.4%-19.1%0.002%
7/17/2025 Genesis Private Wealth LLC5,918$435K0.2%-13.8%0.002%
7/17/2025 Moody Lynn & Lieberson LLC13,195$969K0.1%+6.6%0.003%
7/17/2025 SeaBridge Investment Advisors LLC32,500$2.39M0.4%+9.7%0.009%
7/17/2025 LVW Advisors LLC14,260$1.05M0.1%-8.9%0.004%
7/16/2025 ORG Wealth Partners LLC3,140$229K0.1%+45.3%0.001%
7/16/2025 State of Alaska Department of Revenue59,183$4.35M0.0%-2.5%0.016%
7/16/2025 Patton Fund Management Inc.24,595$1.81M1.3%-40.2%0.006%
7/16/2025 Cadent Capital Advisors LLC9,384$689K0.2%-27.3%0.002%
7/16/2025 Steph & Co.1,968$145K0.0%N/A0.001%
7/16/2025 Dakota Wealth Management76,334$5.61M0.1%N/A0.020%
7/16/2025 Maridea Wealth Management LLC7,039$517K0.1%N/A0.002%
7/15/2025 Significant Wealth Partners LLC3,554$261K0.1%-13.6%0.001%
7/15/2025 Retireful LLC4,235$311K0.2%N/A0.001%
7/15/2025 TD Private Client Wealth LLC40,380$2.97M0.1%-1.8%0.011%
7/15/2025 Public Employees Retirement System of Ohio96,851$7.12M0.0%+3.6%0.026%
7/15/2025 Ballentine Partners LLC15,130$1.11M0.0%+1.5%0.004%
7/15/2025 Cigna Investments Inc. New3,119$229K0.0%+6.8%0.001%
7/15/2025 CHB Investment Group LLC52,345$3.85M2.0%+3.5%0.014%
7/15/2025 Fifth Third Bancorp8,506$625K0.0%-5.0%0.002%
7/15/2025 Forte Capital LLC ADV123,627$9.08M1.0%+0.3%0.033%
7/14/2025 AdvisorNet Financial Inc2,539$187K0.0%-23.8%0.001%
7/14/2025 GAMMA Investing LLC11,219$824K0.1%+18.8%0.003%
7/14/2025 Clear Harbor Asset Management LLC6,889$506K0.0%-7.2%0.002%
7/14/2025 Park Avenue Securities LLC14,247$1.05M0.0%+1.7%0.004%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
7/14/2025 Avanza Fonder AB23,307$1.71M0.1%-7.1%0.006%
7/14/2025 Sowell Financial Services LLC3,846$283K0.0%-3.9%0.001%
7/11/2025 Arthur M. Cohen & Associates LLC3,300$242K0.0%+10.0%0.001%
7/11/2025 Mitchell & Pahl Private Wealth LLC21,652$1.59M0.7%+2.3%0.006%
7/11/2025 Lincoln Capital LLC5,236$385K0.1%N/A0.001%
7/11/2025 Farther Finance Advisors LLC8,918$655K0.0%+3.2%0.002%
7/11/2025 Silver Oak Securities Incorporated9,392$690K0.1%N/A0.002%
7/11/2025 UMB Bank n.a.12,340$907K0.0%+3.5%0.003%
7/11/2025 Butensky & Cohen Financial Security Inc.76,484$5.62M1.7%-10.3%0.020%
7/11/2025 Brendel Financial Advisors LLC2,737$201K0.1%N/A0.001%
7/11/2025 IFM Investors Pty Ltd55,276$4.06M0.0%+6.9%0.015%
7/10/2025 Exchange Traded Concepts LLC18,987$1.40M0.0%+19.5%0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC51,686$3.70M0.0%+109.7%0.014%
7/10/2025 Atticus Wealth Management LLC2,863$210K0.1%N/A0.001%
7/10/2025 Wedmont Private Capital9,852$687K0.0%+19.0%0.003%
7/10/2025 Baader Bank Aktiengesellschaft9,320$685K0.0%-22.4%0.002%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd35,555$2.61M0.0%+2.5%0.009%
7/9/2025 Procyon Advisors LLC11,466$842K0.1%-44.8%0.003%
7/9/2025 Pallas Capital Advisors LLC6,285$462K0.0%+30.5%0.002%
7/9/2025 Gateway Investment Advisers LLC90,618$6.66M0.1%-15.4%0.024%
7/9/2025 Baron Wealth Management LLC6,589$484K0.2%-8.5%0.002%
7/9/2025 Aaron Wealth Advisors LLC3,207$236K0.0%+5.8%0.001%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.10,517$773K0.0%-33.3%0.003%
7/9/2025 Thrive Wealth Management LLC6,391$470K0.1%+4.8%0.002%
7/9/2025 Sarver Vrooman Wealth Advisors864$63K0.0%-31.9%0.000%
7/9/2025 Czech National Bank73,255$5.38M0.0%+6.3%0.019%
7/8/2025 Gallacher Capital Management LLC4,392$323K0.1%N/A0.001%
7/8/2025 Parallel Advisors LLC3,616$266K0.0%+4.7%0.001%
7/7/2025 Delphi Management Inc. MA19,917$1.46M1.4%-11.0%0.005%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.6,376$468K0.1%+26.9%0.002%
7/1/2025 Confluence Investment Management LLC1,264,289$92.89M1.3%-3.0%0.333%
6/30/2025Pensionfund Sabic21,750$1.55M0.5%-8.4%0.006%
6/26/2025AG2R LA Mondiale Gestion D Actifs14,017$1.05M0.1%N/A0.004%
6/23/2025 Swedbank AB12,376$881K0.0%-16.2%0.003%
6/18/2025Voya Investment Management LLC92,990$6.62M0.0%-29.7%0.025%
6/6/2025eCIO Inc.1,348$96K0.0%N/A0.000%
6/4/2025 First Hawaiian Bank53,191$3.79M0.2%-14.9%0.014%
6/3/2025Inspire Investing LLC4,367$311K0.0%-76.4%0.001%
6/3/2025Invst LLC17,330$1.23M0.2%N/A0.005%
5/28/2025Strs Ohio33,531$2.39M0.0%N/A0.009%
5/21/2025Acadian Asset Management LLC9,506$675K0.0%+399.0%0.003%
5/21/2025Geneos Wealth Management Inc.2,392$170K0.0%+13.3%0.001%
5/21/2025 IFM Investors Pty Ltd51,712$3.68M0.0%-3.3%0.014%
5/20/2025Blue Rock Wealth Management LLC3,159$225K0.2%N/A0.001%
5/20/2025Intech Investment Management LLC144,852$10.31M0.1%-34.6%0.038%
5/20/2025Focus Partners Wealth64,189$4.57M0.0%-12.4%0.017%
5/19/2025Bayforest Capital Ltd18,196$1.30M0.6%+2,129.9%0.005%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,539,691$180.72M0.0%+2.1%0.669%
5/16/2025Woodline Partners LP777,201$55.31M0.4%+4,198.9%0.205%
5/16/2025Empowered Funds LLC33,990$2.42M0.0%+9.7%0.009%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
5/16/2025Dean Capital Management30,437$2.17M0.9%+2.4%0.008%
5/16/2025Faithward Advisors LLC11,889$846K0.1%-2.6%0.003%
5/16/2025MBB Public Markets I LLC4,984$355K0.0%N/A0.001%
5/16/2025Adalta Capital Management LLC7,420$528K0.3%+610.0%0.002%
5/16/2025United Services Automobile Association6,845$488K0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.7,954$566K0.0%-81.6%0.002%
5/16/2025Great Lakes Advisors LLC14,158$1.01M0.0%-28.0%0.004%
5/16/2025Sciencast Management LP49,090$3.49M0.8%N/A0.013%
5/16/2025Ashton Thomas Private Wealth LLC5,430$386K0.0%+10.3%0.001%
5/16/2025Goldman Sachs Group Inc.1,542,941$109.80M0.0%-28.2%0.407%
(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, 934 institutional investors and hedge funds held shares of W.R. Berkley. The most heavily invested institutionals were Vanguard Group Inc. ($2.59B), State Street Corp ($857.81M), Kayne Anderson Rudnick Investment Management LLC ($838.81M), Morgan Stanley ($829.51M), BlackRock Inc. ($822.88M), Janus Henderson Group PLC ($582.68M), and JPMorgan Chase & Co. ($476.51M).Learn more on W.R. Berkley's institutional investors.

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

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

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

Of the 842 institutional investors that purchased W.R. Berkley's 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. ($7.28M), 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 66,752,324 shares in the last 24 months. This purchase volume represents approximately $3.92B in transactions.

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

Of the 348 institutional investors that sold W.R. Berkley's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($3.83M), First Trust Advisors LP ($3.25M), The Manufacturers Life Insurance Company ($2.36M), Janus Henderson Group PLC ($1.36M), Caisse DE Depot ET Placement DU Quebec ($1.17M), Los Angeles Capital Management LLC ($1.01M), and Wellington Management Group LLP ($865.52K).

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

Institutional investors have sold a total of 25,409,995 shares in the last 24 months. This volume of shares sold represents approximately $1.58B in transactions.



This page (NYSE:WRB) was last updated on 7/21/2025 by MarketBeat.com Staff
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