W. R. Berkley Ownership | Who Owns W. R. Berkley?

Overview Forecast RevenueFinancials Chart Transcripts

W. R. Berkley Ownership Summary

W. R. Berkley is owned by 33.66% institutional investors, 24.70% insiders, and 41.64% retail investors. Vanguard group is the largest institutional shareholder, holding 9.01% of WRB shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 2.93% of its assets in W. R. Berkley shares.

WRB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	W. R. Berkley	33.66%	24.70%	41.64%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Property & Casualty Insurance Stocks	52.55%	13.48%	33.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	36.44M	9.01%	$2.13B
Blackrock funding, inc. /de	24.36M	6.03%	$1.43B
Blackrock	15.82M	5.90%	$1.24B
Morgan stanley	13.32M	4.97%	$1.05B
State street	10.17M	3.79%	$799.41M
Kayne anderson rudnick investment management	11.72M	2.90%	$686.00M
Janus henderson group	9.96M	2.46%	$582.68M
Geode capital management	7.69M	1.90%	$449.17M
Jpmorgan chase	7.09M	1.75%	$415.10M
Manufacturers life insurance company, the	4.79M	1.18%	$280.16M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mraz, amerine & associates	640.57K	6.68%	$37.49M
America first investment advisors	411.25K	5.26%	$24.07M
Philosmith capital	290.38K	4.82%	$16.99M
Dundas partners llp	1.12M	4.61%	$65.74M
Maren capital	1.01M	4.49%	$58.82M
Otter creek advisors	87.17K	3.51%	$5.10M
Wallington asset management	399.78K	3.38%	$23.39M
Stansberry asset management	412.80K	3.14%	$24.16M
Coho partners	1.13M	3.04%	$66.03M
New vernon investment management	13.20K	3.01%	$2.28M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	4.66M	0.04%	4.66M
Madison investment advisors	1.68M	1.11%	1.68M
Raymond james financial	1.53M	0.03%	1.53M
Coho partners	1.13M	3.04%	1.13M
Blackrock funding, inc. /de	24.36M	0.03%	1.00M

Top Sellers

Holder	Shares	% Assets	Change
First trust advisors lp	746.01K	0.04%	-3.25M
Janus henderson group	9.96M	0.30%	-1.36M
Caisse de depot et placement du quebec	456.40K	0.06%	-1.05M
Ubs group	1.70M	0.02%	-683.48K
Junto capital management lp	-	-	-468.92K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	4.66M	0.04%	4.66M	$272.58M
Madison investment advisors	1.68M	1.11%	1.68M	$98.45M
Raymond james financial	1.53M	0.03%	1.53M	$89.69M
Coho partners	1.13M	3.04%	1.13M	$66.03M
Bank of america corp /de/	500.00K	0.00%	500.00K	$39.29M

Sold Out

Holder	Change
Tfc financial management	-1.00
Riggs asset managment	-3.00
Financial gravity asset management	-6.00
Tfo-tdc	-8.00
Rfp financial group	-13.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	525	-34.13%	136,060,921	-46.15%	33	0.86%	262	-64.55%	154	305.26%
Sep 30, 2024	791	5.47%	252,575,506	42.57%	62	1.45%	734	96.26%	37	-84.96%
Jun 30, 2024	730	-4.45%	175,882,778	0.54%	65	1.54%	368	-0.27%	241	-7.31%
Mar 31, 2024	764	5.82%	174,942,765	-1.19%	65	1.53%	369	0.27%	260	12.07%
Dec 31, 2023	722	9.23%	177,043,050	4.15%	65	1.64%	368	21.85%	232	1.31%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Eaton Vance Atlanta Capital SMID-Cap I	11.13M	2.93%	-812.85K
Vanguard US Total Market Shares ETF	9.01M	2.38%	-78.26K
Vanguard Total Stock Mkt Idx Inv	8.99M	2.37%	13.77K
Vanguard Institutional 500 Index Trust	8.35M	2.20%	58.96K
Janus Inst Mid Cap Growth CF	7.52M	1.98%	-1.08M
Janus Henderson Enterprise D	6.47M	1.71%	-1.04M
Vanguard Mid Cap Index Institutional	6.17M	1.63%	26.34K
Fidelity 500 Index	3.77M	0.99%	16.79K
SPDR® S&P 500 ETF	3.75M	0.99%	-55.33K
iShares Core S&P 500 ETF	3.66M	0.97%	10.62K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 05, 2022	Talisman Jonathan	-	Buy	$405.57
Aug 01, 2022	BROCKBANK MARK ELLWOOD	-	Buy	$88.69K
Jul 29, 2022	BROCKBANK MARK ELLWOOD		Buy	$283.09K
Dec 23, 2021	BROCKBANK MARK ELLWOOD	-	Sell	$2.01M

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-
2023 Q3	-	-

WRB Ownership FAQ

Who Owns W. R. Berkley?

W. R. Berkley shareholders are primarily institutional investors at 33.66%, followed by 24.70% insiders and 41.64% retail investors. The average institutional ownership in W. R. Berkley's industry, Property & Casualty Insurance Stocks, is 52.55%, which W. R. Berkley falls below.

Who owns the most shares of W. R. Berkley?

W. R. Berkley’s largest shareholders are Vanguard group (36.44M shares, 9.01%), Blackrock funding, inc. /de (24.36M shares, 6.03%), and Blackrock (15.82M shares, 5.90%). Together, they hold 20.94% of W. R. Berkley’s total shares outstanding.

Does Blackrock own W. R. Berkley?

Yes, BlackRock owns 5.90% of W. R. Berkley, totaling 15.82M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.24B$. In the last quarter, BlackRock increased its holdings by 141.48K shares, a 0.90% change.

Who is W. R. Berkley’s biggest shareholder by percentage of total assets invested?

Mraz, amerine & associates is W. R. Berkley’s biggest shareholder by percentage of total assets invested, with 6.68% of its assets in 640.57K W. R. Berkley shares, valued at 37.49M$.

Who is the top mutual fund holder of W. R. Berkley shares?

Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund holder of W. R. Berkley shares, with 2.93% of its total shares outstanding invested in 11.13M W. R. Berkley shares.

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