WR BERKLEY CORP WRB
$72.08
+2.0% 52w: $62.97 – $76.44
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data62.9769.7176.44
Jun 20, 2025 Jul 2, 2026
Institutional holders
919
-28 QoQ
13F value
$18.49B
-8.0% QoQ
Smart-money holders
42
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
2.2×
$10.4M calls / $4.8M puts
Institutional value by quarter
Number of holders
Who owns WRB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Mitsui Sumitomo Insurance Co Ltd ★2 | Fundamental diversified | 58.8M | $3.90B | 100.0% | +16.3% |
| BlackRock, Inc. | Index provider | 23.3M | $1.54B | 0.0% | -7.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 18.9M | $1.25B | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 14.8M | $977.6M | 0.1% | — |
| STATE STREET CORP | Index provider | 14.4M | $954.8M | 0.0% | -3.4% |
| MORGAN STANLEY | Bank broker | 10.4M | $690.1M | 0.0% | +6.3% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 8.2M | $549.2M | 0.0% | -1.4% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 7.8M | $515.1M | 1.5% | -10.8% |
| Invesco Ltd. | Index provider | 5.1M | $334.8M | 0.1% | +2.8% |
| FIRST TRUST ADVISORS LP | Index provider | 4.0M | $263.3M | 0.2% | +10.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.8M | $251.2M | 0.1% | -5.0% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 3.8M | $249.8M | 0.1% | +3.6% |
| JPMORGAN CHASE & CO | Bank broker | 3.3M | $216.9M | 0.0% | +10.6% |
| UBS Group AG | Bank broker | 3.3M | $216.6M | 0.0% | -6.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.9M | $192.5M | 0.0% | +23.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 2.9M | $189.0M | 0.0% | +3.5% |
| NORTHERN TRUST CORP | Index provider | 2.7M | $179.3M | 0.0% | -6.3% |
| JANUS HENDERSON GROUP PLC | Diversified mechanical | 2.5M | $162.9M | 0.1% | -30.9% |
| 1832 Asset Management L.P. | Other | 2.3M | $152.0M | 0.2% | -1.3% |
| ROYAL LONDON ASSET MANAGEMENT LTD | Other | 2.3M | $151.4M | 0.3% | -18.1% |
| Polar Capital Holdings Plc | Other | 2.3M | $150.8M | 0.7% | -7.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 2.2M | $144.2M | 0.0% | -2.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.0M | $134.8M | 0.0% | -7.6% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 1.9M | $127.2M | 0.1% | -29.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.9M | $126.0M | 0.0% | +1.3% |
| Legal & General Group Plc | Diversified mechanical | 1.9M | $124.0M | 0.0% | -9.2% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 1.8M | $122.5M | 0.1% | +6.9% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 1.7M | $109.9M | 0.0% | — |
| Madison Asset Management, LLC | Other | 1.6M | $107.3M | 1.3% | -6.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 1.4M | $92.4M | 0.1% | +1142.0% |
| FMR LLC | Long only active | 1.4M | $92.1M | 0.0% | +9.4% |
| CHILTON INVESTMENT CO INC. | Other | 1.4M | $92.0M | 2.2% | -15.2% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 1.3M | $89.4M | 0.1% | +16.3% |
| ROYAL BANK OF CANADA | Bank broker | 1.3M | $86.0M | 0.0% | -17.2% |
| EULAV Asset Management | Other | 1.2M | $81.6M | 2.6% | -5.0% |
| BARCLAYS PLC | Bank broker | 1.2M | $81.3M | 0.0% | +17.4% |
| DEUTSCHE BANK AG\ | Bank broker | 1.1M | $75.9M | 0.0% | +32.0% |
| ANCHOR CAPITAL ADVISORS LLC | Other | 1.1M | $75.2M | 2.1% | +0.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.1M | $74.3M | 0.0% | +15193.3% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 1.1M | $73.8M | 1.1% | -5.8% |
| HSBC HOLDINGS PLC | Bank broker | 1.1M | $73.2M | 0.0% | -68.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $72.9M | 0.0% | -7.7% |
| Cornerstone Investment Partners, LLC | Other | 1.1M | $69.8M | 2.9% | -4.3% |
| JANE STREET GROUP, LLC | Market maker | 1.0M | $67.2M | 0.1% | +5849.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 896.2K | $59.4M | 0.0% | -2.3% |
| PARNASSUS INVESTMENTS, LLC ★2 | Fundamental diversified | 806.1K | $53.4M | 0.2% | +1.6% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 803.1K | $53.2M | 0.0% | -22.7% |
| PFA Pension, Forsikringsaktieselskab | Other | 791.3K | $52.4M | 0.2% | -14.1% |
| Cerity Partners LLC | Diversified mechanical | 775.4K | $51.4M | 0.1% | +3.7% |
| Swiss National Bank | Index provider | 725.0K | $48.1M | 0.0% | -12.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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