W. R. Berkley (WRB) Institutional Ownership

$66.38 +1.14 (+1.75%)

Closing price 03:59 PM Eastern

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$66.26 -0.12 (-0.18%)

As of 06:34 PM Eastern

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Current Institutional Ownership Percentage: 68.82%
Number of Institutional Buyers (last 12 months): 644
Total Institutional Inflows (last 12 months): $3.57B

Number of Institutional Sellers (last 12 months): 260
Total Institutional Outflows (last 12 months): $1.03B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/24/2025	Wellington Management Group LLP	519,022	$30.37M	0.0%	-31.1%	0.137%
3/18/2025	California State Teachers Retirement System	413,013	$24.17M	0.0%	-4.1%	0.109%
3/18/2025	111 Capital	5,187	$304K	0.1%	N/A	0.001%
3/17/2025	Wealth Enhancement Advisory Services LLC	63,750	$3.73M	0.0%	+376.1%	0.017%
3/4/2025	Smith Shellnut Wilson LLC ADV	3,709	$217K	0.1%	-6.0%	0.001%
3/4/2025	Siemens Fonds Invest GmbH	13,491	$789K	0.0%	+8.0%	0.004%
2/28/2025	Universal Beteiligungs und Servicegesellschaft mbH	240,217	$14.06M	0.0%	N/A	0.063%
2/27/2025	Jefferies Financial Group Inc.	96,988	$5.68M	0.0%	N/A	0.025%
2/25/2025	B. Riley Wealth Advisors Inc.	4,416	$258K	0.0%	-5.0%	0.001%
2/24/2025	Pullen Investment Management LLC	22,954	$1.34M	0.9%	+0.7%	0.006%
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2/21/2025	Aurdan Capital Management LLC	60,390	$3.53M	1.4%	N/A	0.016%
2/20/2025	Mackenzie Financial Corp	64,642	$3.78M	0.0%	-9.7%	0.017%
2/20/2025	Forum Financial Management LP	9,020	$528K	0.0%	-18.7%	0.002%
2/19/2025	Toronto Dominion Bank	161,526	$9.45M	0.0%	+58.6%	0.042%
2/19/2025	Parr Mcknight Wealth Management Group LLC	19,738	$1.16M	0.2%	N/A	0.005%
2/19/2025	Public Employees Retirement System of Ohio	103,907	$6.08M	0.0%	N/A	0.027%
2/18/2025	Vise Technologies Inc.	4,693	$275K	0.0%	N/A	0.001%
2/18/2025	JT Stratford LLC	26,020	$1.52M	0.3%	+4.9%	0.007%
2/18/2025	Adalta Capital Management LLC	1,045	$61K	0.0%	N/A	0.000%
2/18/2025	Focus Partners Advisor Solutions LLC	25,911	$1.52M	0.0%	+3.7%	0.007%
2/18/2025	Mpwm Advisory Solutions LLC	628	$37K	0.0%	N/A	0.000%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,487,097	$145.55M	0.0%	+22.4%	0.653%
2/17/2025	USS Investment Management Ltd	43,414	$2.54M	0.0%	-24.0%	0.011%
2/17/2025	Waverly Advisors LLC	3,712	$217K	0.0%	N/A	0.001%
2/17/2025	Worldquant Millennium Advisors LLC	213,878	$12.52M	0.1%	-9.5%	0.056%
2/17/2025	Woodline Partners LP	18,079	$1.06M	0.0%	N/A	0.005%
2/17/2025	iSAM Funds UK Ltd	5,280	$309K	0.2%	+31.8%	0.001%
2/17/2025	Vident Advisory LLC	14,881	$871K	0.0%	+25.7%	0.004%
2/17/2025	WBI Investments LLC	41,156	$2.41M	0.6%	-39.1%	0.011%
2/17/2025	Squarepoint Ops LLC	149,623	$8.76M	0.0%	-4.0%	0.039%
2/17/2025	Two Sigma Advisers LP	24,025	$1.41M	0.0%	+562.8%	0.006%
2/17/2025	Two Sigma Investments LP	28,915	$1.69M	0.0%	-26.9%	0.008%
2/17/2025	Tidal Investments LLC	27,071	$1.58M	0.0%	-44.6%	0.007%
2/17/2025	Teza Capital Management LLC	3,871	$227K	0.0%	-55.1%	0.001%
2/17/2025	State of Wyoming	6,136	$359K	0.0%	+45.9%	0.002%
2/17/2025	Toronto Dominion Bank	161,526	$9.45M	0.0%	+58.6%	0.042%
2/17/2025	Snowden Capital Advisors LLC	9,270	$542K	0.0%	-1.8%	0.002%
2/17/2025	Silvercrest Asset Management Group LLC	188,934	$11.06M	0.1%	+3,733.1%	0.050%
2/17/2025	Royal Bank of Canada	1,773,732	$103.80M	0.0%	+5.8%	0.465%
2/17/2025	Rafferty Asset Management LLC	106,218	$6.22M	0.0%	+4.2%	0.028%
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2/17/2025	Raiffeisen Bank International AG	12,268	$718K	0.0%	N/A	0.003%
2/17/2025	ProShare Advisors LLC	75,633	$4.43M	0.0%	+7.9%	0.020%
2/17/2025	Quantinno Capital Management LP	79,614	$4.66M	0.0%	+152.7%	0.021%
2/17/2025	Mufg Securities Americas Inc.	4,445	$260K	0.0%	N/A	0.001%
2/17/2025	Man Group plc	151,654	$8.88M	0.0%	-23.0%	0.040%
2/17/2025	Nissay Asset Management Corp Japan ADV	37,183	$2.19M	0.0%	-0.5%	0.010%
2/17/2025	Nomura Holdings Inc.	9,919	$580K	0.0%	N/A	0.003%
2/17/2025	NorthRock Partners LLC	4,399	$257K	0.0%	N/A	0.001%
2/17/2025	Nuveen Asset Management LLC	625,584	$36.61M	0.0%	-0.1%	0.164%
2/17/2025	OMERS ADMINISTRATION Corp	12,891	$754K	0.0%	+20.2%	0.003%
2/17/2025	NDVR Inc.	5,088	$298K	0.3%	+6.9%	0.001%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	76,036	$4.45M	0.0%	+105.9%	0.020%
2/17/2025	Lazard Asset Management LLC	22,732	$1.33M	0.0%	-71.2%	0.006%
2/17/2025	LRT Capital Management LLC	27,464	$1.61M	1.3%	+39.3%	0.007%
2/17/2025	Interval Partners LP	86,908	$5.09M	0.1%	N/A	0.023%
2/17/2025	Investment Management Corp of Ontario	8,501	$497K	0.0%	-16.7%	0.002%
2/17/2025	Jacobs Levy Equity Management Inc.	516,303	$30.21M	0.1%	+49.1%	0.135%
2/17/2025	Janus Henderson Group PLC	9,957,020	$582.68M	0.3%	-12.1%	2.613%
2/17/2025	Jefferies Financial Group Inc.	96,988	$5.68M	0.0%	N/A	0.025%
2/17/2025	Geller Advisors LLC	9,430	$552K	0.0%	N/A	0.002%
2/17/2025	Gotham Asset Management LLC	13,800	$808K	0.0%	+3.5%	0.004%
2/17/2025	Focus Partners Wealth	73,297	$4.29M	0.0%	+471.7%	0.019%
2/17/2025	Ensign Peak Advisors Inc	205,930	$12.05M	0.0%	-7.3%	0.054%
2/17/2025	Ethic Inc.	34,313	$2.01M	0.0%	+39.6%	0.009%
2/17/2025	Frontier Capital Management Co. LLC	154,881	$9.06M	0.1%	-0.1%	0.041%
2/17/2025	FWL Investment Management LLC	2,691	$157K	0.1%	N/A	0.001%
2/17/2025	Deutsche Bank AG	1,096,783	$64.18M	0.0%	+29.7%	0.288%
2/17/2025	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	11,322	$663K	0.0%	N/A	0.003%
2/17/2025	Dean Capital Management	29,734	$1.74M	0.7%	+1.3%	0.008%
2/17/2025	EP Wealth Advisors LLC	51,558	$3.02M	0.0%	-21.6%	0.014%
2/17/2025	Colonial Trust Co SC	822	$48K	0.0%	+79.9%	0.000%
2/17/2025	Cornerstone Financial Group LLC NE	3,975	$233K	0.2%	N/A	0.001%
2/17/2025	Cresset Asset Management LLC	5,364	$314K	0.0%	-72.1%	0.001%
2/17/2025	Crestline Management LP	91,170	$5.34M	0.2%	N/A	0.024%
2/17/2025	Cetera Investment Advisers	56,253	$3.29M	0.0%	+20.4%	0.015%
2/17/2025	Centiva Capital LP	17,297	$1.01M	0.0%	-48.8%	0.005%
2/17/2025	Brevan Howard Capital Management LP	23,239	$1.36M	0.0%	-16.6%	0.006%
2/17/2025	Bridgefront Capital LLC	7,521	$440K	0.1%	N/A	0.002%
2/17/2025	Captrust Financial Advisors	43,248	$2.53M	0.0%	+10.6%	0.011%
2/17/2025	Baird Financial Group Inc.	7,856	$460K	0.0%	+16.3%	0.002%
2/17/2025	Balyasny Asset Management L.P.	24,022	$1.41M	0.0%	N/A	0.006%
2/17/2025	Bank of America Corp DE	2,949,573	$172.61M	0.0%	+121.1%	0.774%
2/17/2025	Benjamin Edwards Inc.	138,728	$8.12M	0.1%	-2.0%	0.036%
2/17/2025	BIP Wealth LLC	3,775	$221K	0.0%	-11.6%	0.001%
2/17/2025	BNP Paribas Financial Markets	628,670	$36.79M	0.0%	-5.0%	0.165%
2/17/2025	Ameriprise Financial Inc.	148,880	$8.71M	0.0%	+3.6%	0.039%
2/17/2025	Ancora Advisors LLC	18,095	$1.06M	0.0%	+2.6%	0.005%
2/17/2025	Aptus Capital Advisors LLC	8,878	$520K	0.0%	+125.1%	0.002%
2/17/2025	AXA S.A.	81,130	$4.75M	0.0%	+30.0%	0.021%
2/14/2025	Mercer Global Advisors Inc. ADV	123,594	$7.23M	0.0%	N/A	0.032%
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2/14/2025	Cypress Advisory Group LLC	24,385	$1.43M	1.3%	N/A	0.006%
2/14/2025	Keel Point LLC	3,517	$206K	0.0%	N/A	0.001%
2/14/2025	Caisse DE Depot ET Placement DU Quebec	456,403	$26.71M	0.1%	-69.7%	0.120%
2/14/2025	Comerica Bank	95,623	$5.60M	0.0%	+20.9%	0.025%
2/14/2025	Schonfeld Strategic Advisors LLC	11,632	$681K	0.0%	-88.6%	0.003%
2/14/2025	AQR Capital Management LLC	1,301,692	$76.18M	0.1%	+17.2%	0.342%
2/14/2025	Lido Advisors LLC	10,950	$641K	0.0%	+12.0%	0.003%
2/14/2025	Northern Trust Corp	3,279,690	$191.93M	0.0%	+20.6%	0.861%
2/14/2025	The Manufacturers Life Insurance Company	4,787,361	$280.16M	0.2%	+15.2%	1.256%
2/14/2025	Optiver Holding B.V.	427	$25K	0.0%	+107.3%	0.000%

(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, 881 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 798 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 91,804,421 shares in the last 24 months. This purchase volume represents approximately $4.83B in transactions.
Which W. R. Berkley major shareholders have been selling company stock?: Of the 434 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 34,360,541 shares in the last 24 months. This volume of shares sold represents approximately $1.71B in transactions.

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This page (NYSE:WRB) was last updated on 3/27/2025 by MarketBeat.com Staff

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W. R. Berkley (WRB) Institutional Ownership

WRB Institutional Buying and Selling by Quarter

W. R. Berkley Major Shareholders & Ownership History

WRB Institutional Ownership - Frequently Asked Questions

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W. R. Berkley (WRB) Institutional Ownership

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

WRB Institutional Buying and Selling by Quarter

W. R. Berkley Major Shareholders & Ownership History

WRB Institutional Ownership - Frequently Asked Questions

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