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 65.58% institutional investors, 24.27% insiders, and 10.16% retail investors. Vanguard group is the largest institutional shareholder, holding 8.96% of WRB shares. Eaton Vance Atlanta Capital SMID-Cap I is the top mutual fund, with 3.18% of its assets in W. R. Berkley shares.

WRB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	W. R. Berkley	65.58%	24.27%	10.16%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Property & Casualty Insurance Stocks	59.25%	11.56%	29.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	24.04M	8.96%	$1.89B
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	7.55M	2.82%	$593.58M
Janus henderson group	7.50M	2.80%	$589.09M
Geode capital management	5.13M	1.91%	$403.20M
Jpmorgan chase	4.75M	1.77%	$373.27M
Victory capital management	4.22M	1.57%	$331.29M
Norges bank	3.82M	1.43%	$300.49M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Mraz, amerine & associates	429.83K	6.94%	$33.78M
America first investment advisors	284.15K	5.50%	$22.33M
Philosmith capital	219.92K	4.86%	$17.28M
Maren capital	640.05K	4.84%	$50.30M
New vernon investment management	40.98K	4.18%	$3.22M
Dundas partners llp	682.54K	4.16%	$53.63M
Fairman group	46.73K	3.73%	$3.67M
Wallington asset management	258.56K	3.11%	$20.32M
Stansberry asset management	274.26K	2.83%	$21.55M
Corbyn investment management inc/md	86.88K	2.82%	$6.83M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	3.82M	0.04%	3.82M
Morgan stanley	13.32M	0.08%	692.09K
Principal financial group	1.18M	0.06%	535.47K
Bank of america corp /de/	500.00K	0.00%	500.00K
Ubs asset management americas	1.47M	0.03%	355.65K

Top Sellers

Holder	Shares	% Assets	Change
Caisse de depot et placement du quebec	661.43K	0.13%	-797.53K
Los angeles capital management	387.95K	0.11%	-769.34K
Victory capital management	4.22M	0.33%	-531.93K
Junto capital management lp	-	-	-468.92K
Barclays	822.63K	0.02%	-461.96K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	3.82M	0.04%	3.82M	$300.49M
Bank of america corp /de/	500.00K	0.00%	500.00K	$39.29M
Winton group	235.19K	1.25%	235.19K	$18.48M
Susquehanna fundamental investments	131.07K	0.24%	131.07K	$10.30M
Fjarde ap-fonden (the fourth swedish national pensionfund)	107.06K	0.10%	107.06K	$8.41M

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 %
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%
Sep 30, 2023	661	1.23%	169,993,375	-2.21%	63	1.53%	302	4.86%	229	-12.60%
Jun 30, 2023	653	-5.50%	173,833,056	-4.28%	64	1.47%	288	-15.54%	262	6.94%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Eaton Vance Atlanta Capital SMID-Cap I	12.14M	3.18%	355.68K
Vanguard Total Stock Mkt Idx Inv	8.97M	2.35%	-36.18K
Janus Henderson Enterprise D	8.60M	2.26%	-
Janus Inst Mid Cap Growth CF	8.60M	2.25%	-
Vanguard Institutional 500 Index Trust	7.97M	2.09%	92.14K
Vanguard Mid Cap Index Institutional	6.06M	1.59%	11.01K
Fidelity 500 Index	3.70M	0.97%	-36.70K
SPDR® S&P 500® ETF Trust	3.65M	0.96%	1.24K
iShares Core S&P 500 ETF	3.35M	0.88%	5.16K
First Trust Capital Strength ETF	3.30M	0.87%	-

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
2024 Q2	-	-
2023 Q3	-	-
2023 Q2	-	-
2023 Q1	-	-
2022 Q4	-	-

WRB Ownership FAQ

Who Owns W. R. Berkley?

W. R. Berkley shareholders are primarily institutional investors at 65.58%, followed by 24.27% insiders and 10.15% retail investors. The average institutional ownership in W. R. Berkley's industry, Property & Casualty Insurance Stocks, is 59.25%, which W. R. Berkley exceeds.

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

W. R. Berkley’s largest shareholders are Vanguard group (24.04M shares, 8.96%), Blackrock (15.82M shares, 5.90%), and Morgan stanley (13.32M shares, 4.97%). Together, they hold 19.83% 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 6.94% of its assets in 429.83K W. R. Berkley shares, valued at 33.78M$.

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 3.18% of its total shares outstanding invested in 12.14M W. R. Berkley shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools