W. R. Berkley Ownership 2024 | Who Owns W. R. Berkley Now?
Institutional Ownership
13.13%
Insider Ownership
24.30%
Retail Ownership
62.57%
Institutional Holders
409.00
W. R. Berkley Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 8.96% | 0.04% | 24,042,876 | -396,485 | -1.62% | 1,889,289,196 | Jun 30, 2024 |
BLACKROCK INC. | 5.90% | 0.03% | 15,820,708 | 141,485 | 0.90% | 1,243,191,253 | Jun 30, 2024 |
MORGAN STANLEY | 4.97% | 0.08% | 13,319,377 | 692,094 | 5.48% | 1,046,636,985 | Jun 30, 2024 |
STATE STREET CORP | 3.79% | 0.03% | 10,173,171 | -274,034 | -2.62% | 799,407,777,000 | Jun 30, 2024 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.82% | 1.45% | 7,553,875 | 54,530 | 0.73% | 593,583,524 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 2.80% | 0.32% | 7,496,720 | 40,448 | 0.54% | 589,092,062 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.91% | 0.04% | 5,132,280 | 155,005 | 3.11% | 403,201,603 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 1.77% | 0.03% | 4,750,197 | 166,219 | 3.63% | 373,270,484 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 1.57% | 0.33% | 4,215,978 | -531,930 | -11.20% | 331,291,551 | Jun 30, 2024 |
NORGES BANK | 1.43% | 0.04% | 3,823,981 | 3,823,981 | 100.00% | 300,488,427 | Jun 30, 2024 |
INVESCO LTD. | 1.27% | 0.06% | 3,419,735 | 158,960 | 4.87% | 268,722,776 | Jun 30, 2024 |
APG ASSET MANAGEMENT N.V. | 1.01% | 0.35% | 2,698,311 | 92,242 | 3.54% | 197,838,375 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.87% | 0.19% | 2,329,084 | -231,711 | -9.05% | 183,019,420 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.76% | 0.04% | 2,037,599 | 139,588 | 7.35% | 160,127,834 | Jun 30, 2024 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.76% | 0.15% | 2,036,142 | -312,733 | -13.31% | 160,000,038 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.73% | 0.03% | 1,946,181 | 612 | 0.03% | 152,930,904,000 | Jun 30, 2024 |
POLAR CAPITAL HOLDINGS PLC | 0.72% | 0.90% | 1,935,000 | 47,500 | 2.52% | 152,052,300 | Jun 30, 2024 |
1832 ASSET MANAGEMENT L.P. | 0.72% | 0.08% | 1,929,931 | 26,464 | 1.39% | 101,102,716 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.71% | 0.01% | 1,897,769 | 1,006,908 | 113.03% | 149,126,716 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.66% | 0.03% | 1,772,595 | -38,979 | -2.15% | 139,290,529 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MRAZ, AMERINE & ASSOCIATES, INC. | 0.16% | 6.94% | 429,833 | -370 | -0.09% | 33,776,273 | Jun 30, 2024 |
AMERICA FIRST INVESTMENT ADVISORS, LLC | 0.11% | 5.50% | 284,155 | -914 | -0.32% | 22,328,862 | Jun 30, 2024 |
PHILOSMITH CAPITAL CORP | 0.08% | 4.86% | 219,921 | - | - | 17,281,392 | Jun 30, 2024 |
MAREN CAPITAL LLC | 0.24% | 4.84% | 640,055 | 34,277 | 5.66% | 50,295,483 | Jun 30, 2024 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 0.02% | 4.18% | 40,980 | -40,980 | -50.00% | 3,220,208 | Jun 30, 2024 |
DUNDAS PARTNERS LLP | 0.25% | 4.16% | 682,544 | 71,002 | 11.61% | 53,635,000 | Jun 30, 2024 |
FAIRMAN GROUP, LLC | 0.02% | 3.73% | 46,725 | - | - | 3,671,651 | Jun 30, 2024 |
WALLINGTON ASSET MANAGEMENT, LLC | 0.10% | 3.11% | 258,561 | -6,410 | -2.42% | 20,318,000 | Jun 30, 2024 |
STANSBERRY ASSET MANAGEMENT, LLC | 0.10% | 2.83% | 274,257 | 9,959 | 3.77% | 21,551,144 | Jun 30, 2024 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 0.03% | 2.82% | 86,876 | -43 | -0.05% | 6,826,726 | Jun 30, 2024 |
OTTER CREEK ADVISORS, LLC | 0.02% | 2.81% | 55,102 | 18,573 | 50.84% | 4,329,914 | Jun 30, 2024 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 0.06% | 2.65% | 164,629 | 633 | 0.39% | 12,936,544 | Jun 30, 2024 |
BLOOMBERGSEN INC. | 0.19% | 2.51% | 508,266 | -17,899 | -3.40% | 39,939,568 | Jun 30, 2024 |
SPEECE THORSON CAPITAL GROUP INC | 0.09% | 2.47% | 230,978 | 73,953 | 47.10% | 12,100,000 | Jun 30, 2024 |
EULAV ASSET MANAGEMENT | 0.39% | 2.22% | 1,043,260 | 47,000 | 4.72% | 81,979,371 | Jun 30, 2024 |
ALAMAR CAPITAL MANAGEMENT, LLC | 0.01% | 2.08% | 36,489 | 36,489 | 100.00% | 2,867,306 | Jun 30, 2024 |
ANCHOR CAPITAL ADVISORS LLC | 0.35% | 2.06% | 931,636 | -36,597 | -3.78% | 73,207,919 | Jun 30, 2024 |
TORRAY INVESTMENT PARTNERS LLC | 0.06% | 1.91% | 162,476 | 231 | 0.14% | 12,767,364 | Jun 30, 2024 |
CHILTON INVESTMENT CO INC. | 0.30% | 1.80% | 810,887 | 26,992 | 3.44% | 63,719,501 | Jun 30, 2024 |
GODSHALK WELSH CAPITAL MANAGEMENT, INC. | 0.01% | 1.77% | 33,704 | -200 | -0.59% | 2,648,460 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.43% | 0.04% | 3,823,981 | 3,823,981 | 100.00% | 300,488,427 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.71% | 0.01% | 1,897,769 | 1,006,908 | 113.03% | 149,126,716 | Jun 30, 2024 |
MORGAN STANLEY | 4.97% | 0.08% | 13,319,377 | 692,094 | 5.48% | 1,046,636,985 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 0.44% | 0.06% | 1,180,413 | 535,471 | 83.03% | 92,756,853,000 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.19% | 0.00% | 500,000 | 500,000 | 100.00% | 39,290,000 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.55% | 0.03% | 1,472,743 | 355,649 | 31.84% | 115,728,145 | Jun 30, 2024 |
BERKLEY W R CORP | 0.10% | 0.89% | 269,000 | 269,000 | 100.00% | 21,138,020 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.47% | 0.02% | 1,259,042 | 261,318 | 26.19% | 98,935,485 | Jun 30, 2024 |
WINTON GROUP LTD | 0.09% | 1.25% | 235,194 | 235,194 | 100.00% | 18,481,545 | Jun 30, 2024 |
NATIXIS ADVISORS, L.P. | 0.18% | 0.06% | 490,935 | 196,263 | 66.60% | 25,980,000 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 1.77% | 0.03% | 4,750,197 | 166,219 | 3.63% | 373,270,484 | Jun 30, 2024 |
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.24% | 0.13% | 639,642 | 161,868 | 33.88% | 50,263,000 | Jun 30, 2024 |
INVESCO LTD. | 1.27% | 0.06% | 3,419,735 | 158,960 | 4.87% | 268,722,776 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.91% | 0.04% | 5,132,280 | 155,005 | 3.11% | 403,201,603 | Jun 30, 2024 |
BLACKROCK INC. | 5.90% | 0.03% | 15,820,708 | 141,485 | 0.90% | 1,243,191,253 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.76% | 0.04% | 2,037,599 | 139,588 | 7.35% | 160,127,834 | Jun 30, 2024 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.05% | 0.24% | 131,070 | 131,070 | 100.00% | 10,299,481 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.05% | 0.02% | 134,952 | 121,572 | 908.61% | 10,604,528 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.04% | 0.01% | 109,533 | 107,205 | 4605.03% | 8,607,103 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.04% | 0.10% | 107,062 | 107,062 | 100.00% | 8,413,000 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0.25% | 0.13% | 661,426 | -797,532 | -54.66% | 51,974,854 | Jun 30, 2024 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 0.14% | 0.11% | 387,947 | -769,343 | -66.48% | 30,484,875 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 1.57% | 0.33% | 4,215,978 | -531,930 | -11.20% | 331,291,551 | Jun 30, 2024 |
JUNTO CAPITAL MANAGEMENT LP | - | - | - | -468,923 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | 0.31% | 0.02% | 822,635 | -461,963 | -35.96% | 64,644,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 8.96% | 0.04% | 24,042,876 | -396,485 | -1.62% | 1,889,289,196 | Jun 30, 2024 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.76% | 0.15% | 2,036,142 | -312,733 | -13.31% | 160,000,038 | Jun 30, 2024 |
WOODLINE PARTNERS LP | - | - | - | -299,882 | -100.00% | - | Jun 30, 2024 |
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -275,229 | -100.00% | - | Jun 30, 2024 |
STATE STREET CORP | 3.79% | 0.03% | 10,173,171 | -274,034 | -2.62% | 799,407,777,000 | Jun 30, 2024 |
AMUNDI | 0.17% | 0.01% | 459,946 | -238,920 | -34.19% | 36,413,924 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.87% | 0.19% | 2,329,084 | -231,711 | -9.05% | 183,019,420 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.26% | 0.05% | 693,019 | -216,419 | -23.80% | 54,457,000 | Jun 30, 2024 |
DRIEHAUS CAPITAL MANAGEMENT LLC | - | - | - | -205,242 | -100.00% | - | Jun 30, 2024 |
WEISS ASSET MANAGEMENT LP | - | - | - | -178,499 | -100.00% | - | Jun 30, 2024 |
ZACKS INVESTMENT MANAGEMENT | - | - | - | -176,038 | -100.00% | - | Jun 30, 2024 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.38% | 0.06% | 1,021,468 | -163,160 | -13.77% | 80,266,955 | Jun 30, 2024 |
NATIXIS | 0.00% | 0.00% | 10,906 | -159,628 | -93.60% | 856,993 | Jun 30, 2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.03% | 0.01% | 73,319 | -159,352 | -68.49% | 5,761,406 | Jun 30, 2024 |
RUSSELL INVESTMENTS GROUP, LTD. | 0.11% | 0.04% | 285,725 | -150,330 | -34.48% | 22,463,125 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.43% | 0.04% | 3,823,981 | 3,823,981 | 100.00% | 300,488,427 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.19% | 0.00% | 500,000 | 500,000 | 100.00% | 39,290,000 | Jun 30, 2024 |
BERKLEY W R CORP | 0.10% | 0.89% | 269,000 | 269,000 | 100.00% | 21,138,020 | Jun 30, 2024 |
WINTON GROUP LTD | 0.09% | 1.25% | 235,194 | 235,194 | 100.00% | 18,481,545 | Jun 30, 2024 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.05% | 0.24% | 131,070 | 131,070 | 100.00% | 10,299,481 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.04% | 0.10% | 107,062 | 107,062 | 100.00% | 8,413,000 | Jun 30, 2024 |
MANNING & NAPIER ADVISORS LLC | 0.04% | 0.09% | 104,505 | 104,505 | 100.00% | 8,212,002 | Jun 30, 2024 |
ROKOS CAPITAL MANAGEMENT LLP | 0.04% | 0.05% | 96,600 | 96,600 | 100.00% | 7,590,345 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.02% | 0.02% | 51,644 | 51,644 | 100.00% | 4,058,186 | Jun 30, 2024 |
STONERIDGE INVESTMENT PARTNERS LLC | 0.02% | 1.23% | 41,301 | 41,301 | 100.00% | 3,245,000 | Jun 30, 2024 |
ALAMAR CAPITAL MANAGEMENT, LLC | 0.01% | 2.08% | 36,489 | 36,489 | 100.00% | 2,867,306 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.01% | 0.00% | 29,653 | 29,653 | 100.00% | 2,330,133 | Jun 30, 2024 |
MOUNT LUCAS MANAGEMENT LP | 0.01% | 0.41% | 27,503 | 27,503 | 100.00% | 1,440,791 | Jun 30, 2024 |
STEEL PEAK WEALTH MANAGEMENT LLC | 0.01% | 0.09% | 24,929 | 24,929 | 100.00% | 1,958,921 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.00% | 24,380 | 24,380 | 100.00% | 1,863,734 | Jun 30, 2024 |
WILEY BROS.-AINTREE CAPITAL, LLC | 0.01% | 0.07% | 20,896 | 20,896 | 100.00% | 1,641,981 | Jun 30, 2024 |
SEABRIDGE INVESTMENT ADVISORS LLC | 0.01% | 0.37% | 18,190 | 18,190 | 100.00% | 1,429,371 | Jun 30, 2024 |
STRATEGIC FINANCIAL CONCEPTS, LLC | 0.01% | 0.00% | 16,971 | 16,971 | 100.00% | 306,000 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 0.01% | 0.03% | 15,575 | 15,575 | 100.00% | 1,223,884 | Jun 30, 2024 |
MBB PUBLIC MARKETS I LLC | 0.01% | 0.02% | 14,724 | 14,724 | 100.00% | 1,157,012 | Jun 30, 2024 |
0.01% | 0.10% | 14,659 | 14,659 | 100.00% | 802,285 | Jun 30, 2024 | |
INVESTMENT PLANNING ADVISORS, INC. | 0.01% | 0.55% | 13,731 | 13,731 | 100.00% | 1,078,982 | Jun 30, 2024 |
TAIKA CAPITAL, LP | 0.01% | 0.84% | 13,610 | 13,610 | 100.00% | 1,069,474 | Jun 30, 2024 |
KEB ASSET MANAGEMENT, LLC | 0.00% | 0.34% | 12,857 | 12,857 | 100.00% | 1,010,303 | Jun 30, 2024 |
GREAT LAKES ADVISORS, LLC | 0.00% | 0.01% | 12,687 | 12,687 | 100.00% | 996,944 | Jun 30, 2024 |
KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.00% | 0.01% | 11,201 | 11,201 | 100.00% | 880,284 | Jun 30, 2024 |
FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.06% | 10,394 | 10,394 | 100.00% | 816,761 | Jun 30, 2024 |
VIRTUS ETF ADVISERS LLC | 0.00% | 0.38% | 9,917 | 9,917 | 100.00% | 779,278 | Jun 30, 2024 |
CYR FINANCIAL INC. | 0.00% | 0.71% | 8,990 | 8,990 | 100.00% | 706,434 | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.12% | 8,038 | 8,038 | 100.00% | 631,626 | Jun 30, 2024 |
STRATEGY ASSET MANAGERS LLC | 0.00% | 0.10% | 7,271 | 7,271 | 100.00% | 433,061 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.00% | 0.01% | 7,149 | 7,149 | 100.00% | 561,768 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | 0.00% | 7,000 | 7,000 | 100.00% | 550,060 | Jun 30, 2024 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 0.00% | 0.20% | 6,093 | 6,093 | 100.00% | 478,788 | Jun 30, 2024 |
EMPIRICAL ASSET MANAGEMENT, LLC | 0.00% | 0.18% | 6,087 | 6,087 | 100.00% | 478,303 | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | 0.00% | 0.04% | 5,930 | 5,930 | 100.00% | 465,979 | Jun 30, 2024 |
CUSTOM INDEX SYSTEMS, LLC | 0.00% | 0.25% | 5,546 | 5,546 | 100.00% | 435,805 | Jun 30, 2024 |
HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.24% | 5,458 | 5,458 | 100.00% | 428,906 | Jun 30, 2024 |
BRIDGEWATER ASSOCIATES, LP | 0.00% | 0.00% | 5,303 | 5,303 | 100.00% | 416,710 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.00% | 0.00% | 5,232 | 5,232 | 100.00% | 411,000 | Jun 30, 2024 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 0.00% | 0.09% | 5,068 | 5,068 | 100.00% | 398,243 | Jun 30, 2024 |
PERPETUAL LTD | 0.00% | 0.00% | 4,418 | 4,418 | 100.00% | 347,179 | Jun 30, 2024 |
PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.11% | 4,082 | 4,082 | 100.00% | 320,764 | Jun 30, 2024 |
GITTERMAN WEALTH MANAGEMENT, LLC | 0.00% | 0.11% | 3,773 | 3,773 | 100.00% | 296,610 | Jun 30, 2024 |
WELLINGTON WEALTH STRATEGIES, LLC. | 0.00% | 1.13% | 3,447 | 3,447 | 100.00% | 268,869 | Jun 30, 2024 |
DAYMARK WEALTH PARTNERS, LLC | 0.00% | 0.01% | 3,443 | 3,443 | 100.00% | 270,555 | Jun 30, 2024 |
OLD NATIONAL BANCORP /IN/ | 0.00% | 0.01% | 3,258 | 3,258 | 100.00% | 256,012 | Jun 30, 2024 |
WOLVERINE TRADING, LLC | 0.00% | 0.00% | 3,143 | 3,143 | 100.00% | 246,977 | Jun 30, 2024 |
CREDIT CAPITAL INVESTMENTS LLC | 0.00% | 0.29% | 2,980 | 2,980 | 100.00% | 234,168 | Jun 30, 2024 |
CONFLUENCE WEALTH SERVICES, INC. | 0.00% | 0.02% | 2,859 | 2,859 | 100.00% | 224,660 | Jun 30, 2024 |
APOLLON WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 2,708 | 2,708 | 100.00% | 212,819 | Jun 30, 2024 |
EHP FUNDS INC. | 0.00% | 0.10% | 2,700 | 2,700 | 100.00% | 212,166 | Jun 30, 2024 |
WEST FAMILY INVESTMENTS, INC. | 0.00% | 0.06% | 2,638 | 2,638 | 100.00% | 207,294 | Jun 30, 2024 |
NICHOLAS HOFFMAN & COMPANY, LLC. | 0.00% | 0.01% | 2,557 | 2,557 | 100.00% | 200,929 | Jun 30, 2024 |
LEVEL FOUR ADVISORY SERVICES, LLC | 0.00% | 0.01% | 2,547 | 2,547 | 100.00% | 200,143 | Jun 30, 2024 |
ALPHACENTRIC ADVISORS LLC | 0.00% | 0.07% | 1,168 | 1,168 | 100.00% | 91,781 | Jun 30, 2024 |
MASCOMA WEALTH MANAGEMENT LLC | 0.00% | 0.02% | 790 | 790 | 100.00% | 62,078 | Jun 30, 2024 |
0.00% | 0.03% | 572 | 572 | 100.00% | 44,948 | Jun 30, 2024 | |
1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.05% | 300 | 300 | 100.00% | 70,113 | Jun 30, 2024 |
BEAIRD HARRIS WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 184 | 184 | 100.00% | 14,459 | Jun 30, 2024 |
ST GERMAIN D J CO INC | - | 0.00% | 133 | 133 | 100.00% | 10,451 | Jun 30, 2024 |
Y.D. MORE INVESTMENTS LTD | - | - | 108 | 108 | 100.00% | 23 | Jun 30, 2024 |
ESL TRUST SERVICES, LLC | - | 0.00% | 76 | 76 | 100.00% | 5,972 | Jun 30, 2024 |
FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.00% | 62 | 62 | 100.00% | 4,872 | Jun 30, 2024 |
SANDY SPRING BANK | - | 0.00% | 39 | 39 | 100.00% | 3,065 | Jun 30, 2024 |
BALDWIN BROTHERS LLC/MA | - | 0.00% | 35 | 35 | 100.00% | 2,750 | Jun 30, 2024 |
THOMAS J. HERZFELD ADVISORS, INC. | - | 0.00% | 32 | 32 | 100.00% | 1,676 | Jun 30, 2024 |
OPAL WEALTH ADVISORS, LLC | - | 0.00% | 26 | 26 | 100.00% | 2,044 | Jun 30, 2024 |
TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 25 | 25 | 100.00% | 1,965 | Jun 30, 2024 |
TUCKER ASSET MANAGEMENT LLC | - | 0.00% | 14 | 14 | 100.00% | 1,100 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | - | 0.00% | 14 | 14 | 100.00% | 1,100 | Jun 30, 2024 |
KEY FINANCIAL INC | - | 0.00% | 13 | 13 | 100.00% | 1,022 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | - | - | 11 | 11 | 100.00% | 864 | Jun 30, 2024 |
WR WEALTH PLANNERS, LLC | - | 0.00% | 6 | 6 | 100.00% | 471 | Jun 30, 2024 |
COUNTRY TRUST BANK | - | - | 4 | 4 | 100.00% | 314 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
JUNTO CAPITAL MANAGEMENT LP | - | - | - | -468,923 | -100.00% | - | Jun 30, 2024 |
WOODLINE PARTNERS LP | - | - | - | -299,882 | -100.00% | - | Jun 30, 2024 |
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -275,229 | -100.00% | - | Jun 30, 2024 |
DRIEHAUS CAPITAL MANAGEMENT LLC | - | - | - | -205,242 | -100.00% | - | Jun 30, 2024 |
WEISS ASSET MANAGEMENT LP | - | - | - | -178,499 | -100.00% | - | Jun 30, 2024 |
ZACKS INVESTMENT MANAGEMENT | - | - | - | -176,038 | -100.00% | - | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -125,000 | -100.00% | - | Jun 30, 2024 |
GLOBAL ASSETS ADVISORY, LLC | - | - | - | -91,560 | -100.00% | - | Jun 30, 2024 |
INTERVAL PARTNERS, LP | - | - | - | -89,390 | -100.00% | - | Jun 30, 2024 |
WBI INVESTMENTS, INC. | - | - | - | -83,649 | -100.00% | - | Jun 30, 2024 |
INTRINSIC EDGE CAPITAL MANAGEMENT LLC | - | - | - | -80,000 | -100.00% | - | Jun 30, 2024 |
JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -66,741 | -100.00% | - | Jun 30, 2024 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | - | - | - | -53,000 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -52,981 | -100.00% | - | Jun 30, 2024 |
SPEARS ABACUS ADVISORS LLC | - | - | - | -52,927 | -100.00% | - | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -52,669 | -100.00% | - | Jun 30, 2024 |
ADVISORS PREFERRED, LLC | - | - | - | -37,416 | -100.00% | - | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | - | - | - | -22,248 | -100.00% | - | Jun 30, 2024 |
NORDEN GROUP LLC | - | - | - | -19,692 | -100.00% | - | Jun 30, 2024 |
DEAN CAPITAL MANAGEMENT | - | - | - | -19,564 | -100.00% | - | Jun 30, 2024 |
BRENDEL FINANCIAL ADVISORS LLC | - | - | - | -19,496 | -100.00% | - | Jun 30, 2024 |
JEFFERIES FINANCIAL GROUP INC. | - | - | - | -19,427 | -100.00% | - | Jun 30, 2024 |
EDGESTREAM PARTNERS, L.P. | - | - | - | -18,330 | -100.00% | - | Jun 30, 2024 |
CUMBERLAND PARTNERS LTD | - | - | - | -13,000 | -100.00% | - | Jun 30, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -11,539 | -100.00% | - | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -9,928 | -100.00% | - | Jun 30, 2024 |
VERSOR INVESTMENTS LP | - | - | - | -9,516 | -100.00% | - | Jun 30, 2024 |
SCHOLTZ & COMPANY, LLC | - | - | - | -9,510 | -100.00% | - | Jun 30, 2024 |
MAGNETAR FINANCIAL LLC | - | - | - | -8,550 | -100.00% | - | Jun 30, 2024 |
SRB CORP | - | - | - | -8,309 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -8,173 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -7,146 | -100.00% | - | Jun 30, 2024 |
MUTUAL ADVISORS, LLC | - | - | - | -6,922 | -100.00% | - | Jun 30, 2024 |
ASPEN INVESTMENT MANAGEMENT INC | - | - | - | -6,867 | -100.00% | - | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | - | - | - | -6,724 | -100.00% | - | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | - | - | - | -6,449 | -100.00% | - | Jun 30, 2024 |
HENNION & WALSH ASSET MANAGEMENT, INC. | - | - | - | -6,223 | -100.00% | - | Jun 30, 2024 |
BRIDGEFRONT CAPITAL, LLC | - | - | - | -5,828 | -100.00% | - | Jun 30, 2024 |
WRIGHT INVESTORS SERVICE INC | - | - | - | -5,334 | -100.00% | - | Jun 30, 2024 |
ARKADIOS WEALTH ADVISORS | - | - | - | -5,177 | -100.00% | - | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
MENARD FINANCIAL GROUP LLC | - | - | - | -4,643 | -100.00% | - | Jun 30, 2024 |
HARVEST FUND MANAGEMENT CO., LTD | - | - | - | -4,394 | -100.00% | - | Jun 30, 2024 |
EPOCH INVESTMENT PARTNERS, INC. | - | - | - | -3,822 | -100.00% | - | Jun 30, 2024 |
ASB CONSULTORES, LLC | - | - | - | -3,641 | -100.00% | - | Jun 30, 2024 |
MAVERICK CAPITAL LTD | - | - | - | -3,267 | -100.00% | - | Jun 30, 2024 |
JARISLOWSKY, FRASER LTD | - | - | - | -3,114 | -100.00% | - | Jun 30, 2024 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | - | - | - | -3,080 | -100.00% | - | Jun 30, 2024 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | - | - | - | -3,045 | -100.00% | - | Jun 30, 2024 |
ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
TREYNOR BANCSHARES, INC. | - | - | - | -2,992 | -100.00% | - | Jun 30, 2024 |
COTTONWOOD CAPITAL ADVISORS, LLC | - | - | - | -2,934 | -100.00% | - | Jun 30, 2024 |
AXQ CAPITAL, LP | - | - | - | -2,900 | -100.00% | - | Jun 30, 2024 |
BANQUE PICTET & CIE SA | - | - | - | -2,882 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | - | - | - | -2,821 | -100.00% | - | Jun 30, 2024 |
FINEMARK NATIONAL BANK & TRUST | - | - | - | -2,801 | -100.00% | - | Jun 30, 2024 |
SAVANT CAPITAL, LLC | - | - | - | -2,788 | -100.00% | - | Jun 30, 2024 |
JACKSON CREEK INVESTMENT ADVISORS LLC | - | - | - | -2,734 | -100.00% | - | Jun 30, 2024 |
VONTOBEL HOLDING LTD. | - | - | - | -2,730 | -100.00% | - | Jun 30, 2024 |
MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -2,663 | -100.00% | - | Jun 30, 2024 |
ABLE FINANCIAL GROUP, LLC | - | - | - | -2,533 | -100.00% | - | Jun 30, 2024 |
TRUST POINT INC. | - | - | - | -2,510 | -100.00% | - | Jun 30, 2024 |
IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -2,505 | -100.00% | - | Jun 30, 2024 |
CLARIUS GROUP, LLC | - | - | - | -2,490 | -100.00% | - | Jun 30, 2024 |
GUARDIAN WEALTH ADVISORS, LLC / NC | - | - | - | -2,486 | -100.00% | - | Jun 30, 2024 |
RMB CAPITAL MANAGEMENT, LLC | - | - | - | -2,418 | -100.00% | - | Jun 30, 2024 |
WEXFORD CAPITAL LP | - | - | - | -2,400 | -100.00% | - | Jun 30, 2024 |
PETRUS TRUST COMPANY, LTA | - | - | - | -2,363 | -100.00% | - | Jun 30, 2024 |
TRUST ASSET MANAGEMENT LLC | - | - | - | -2,354 | -100.00% | - | Jun 30, 2024 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | - | - | - | -2,345 | -100.00% | - | Jun 30, 2024 |
NILSINE PARTNERS, LLC | - | - | - | -2,340 | -100.00% | - | Jun 30, 2024 |
SHELTON CAPITAL MANAGEMENT | - | - | - | -2,334 | -100.00% | - | Jun 30, 2024 |
OPPENHEIMER & CO INC | - | - | - | -2,275 | -100.00% | - | Jun 30, 2024 |
MEEDER ADVISORY SERVICES, INC. | - | - | - | -2,268 | -100.00% | - | Jun 30, 2024 |
HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | - | - | - | -1,260 | -100.00% | - | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | - | - | -1,260 | -100.00% | - | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | - | - | - | -1,226 | -100.00% | - | Jun 30, 2024 |
SYSTM WEALTH SOLUTIONS LLC | - | - | - | -649 | -100.00% | - | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | - | - | - | -586 | -100.00% | - | Jun 30, 2024 |
SOUND INCOME STRATEGIES, LLC | - | - | - | -451 | -100.00% | - | Jun 30, 2024 |
COLONIAL TRUST ADVISORS | - | - | - | -288 | -100.00% | - | Jun 30, 2024 |
FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -121 | -100.00% | - | Jun 30, 2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | - | - | -68 | -100.00% | - | Jun 30, 2024 |
CITY STATE BANK | - | - | - | -25 | -100.00% | - | Jun 30, 2024 |
QUEST PARTNERS LLC | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
TFO-TDC, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
RIGGS ASSET MANAGMENT CO. INC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
TFC FINANCIAL MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
W. R. Berkley Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Stock Portfolio | 2.60% | 159,421 | 12,421 | 8.45% | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
ASYMmetric ETFs Trust | 1.76% | 5,876 | -2,438 | -29.32% | Sep 30, 2023 |
Eaton Vance Tax-Managed Diversified Equity Income Fund | 1.58% | 181,135 | - | - | Jan 31, 2024 |
Eaton Vance Enhanced Equity Income Fund | 1.49% | 186,421 | 10,585 | 6.02% | Mar 31, 2024 |
Eaton Vance Risk-Managed Diversified Equity Income Fund | 1.44% | 153,594 | 2,676 | 1.77% | Mar 31, 2024 |
Transparent Value Trust | 1.40% | 22,473 | - | - | Dec 31, 2023 |
BBR ALO Fund, LLC | 1.38% | 147,500 | - | - | Dec 31, 2023 |
SEI Exchange Traded Funds | 1.11% | 15,610 | 7,882 | 101.99% | Dec 31, 2023 |
Value Line Mid Cap Focused Fund, Inc. | 0.78% | 664,004 | 27,000 | 4.24% | Mar 31, 2024 |
EATON VANCE GROWTH TRUST | 0.68% | 7,519,014 | - | - | Mar 31, 2024 |
PARNASSUS FUNDS | 0.58% | 874,703 | 874,703 | - | Mar 31, 2024 |
CANTOR SELECT PORTFOLIOS TRUST | 0.50% | 109,950 | - | - | Mar 31, 2024 |
SPDR S&P MIDCAP 400 ETF TRUST | 0.41% | 1,597,277 | - | - | Mar 28, 2024 |
JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.38% | 1,774,175 | -34,148 | -1.89% | Dec 31, 2023 |
Gabelli ETFs Trust | 0.38% | 5,000 | - | - | Dec 29, 2023 |
GREENSPRING FUND INC | 0.34% | 47,610 | - | - | Jun 30, 2023 |
BNY MELLON MIDCAP INDEX FUND, INC. | 0.34% | 226,145 | - | - | Apr 30, 2022 |
CRM Mutual Fund Trust | 0.30% | 152,337 | - | - | Mar 31, 2024 |
Siren ETF Trust | 0.29% | 10,655 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.26% | 135,135 | - | - | Mar 31, 2024 |
Vanguard Montgomery Funds | 0.26% | 60,886 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.23% | 2,314,288 | -240,304 | -9.41% | Mar 31, 2024 |
VIRTUS EQUITY TRUST | 0.19% | 1,541,622 | 119,819 | 8.43% | Mar 28, 2024 |
RBB Fund Trust | 0.16% | 160,635 | - | - | Feb 29, 2024 |
Absolute Shares Trust | 0.16% | 61,952 | 37,672 | 155.16% | Mar 31, 2024 |
HEARTLAND GROUP INC | 0.16% | 89,522 | - | - | Mar 31, 2024 |
Invesco Bond Fund | 0.15% | 276,000 | - | - | Feb 29, 2024 |
JOHN HANCOCK PREFERRED INCOME FUND II | 0.14% | 599,074 | - | - | Jan 31, 2024 |
DELAWARE GROUP EQUITY FUNDS IV | 0.13% | 156,030 | - | - | Mar 28, 2024 |
JOHN HANCOCK PREFERRED INCOME FUND | 0.13% | 716,641 | - | - | Jan 31, 2024 |
JOHN HANCOCK PREFERRED INCOME FUND III | 0.13% | 746,101 | - | - | Jan 31, 2024 |
Total Fund Solution | 0.13% | 47,610 | - | - | Mar 31, 2024 |
TAX-MANAGED GROWTH PORTFOLIO | 0.12% | 43,875 | - | - | Mar 31, 2024 |
VALUE LINE CENTURION FUND INC | 0.12% | 35,550 | 11,850 | 50.00% | Mar 31, 2022 |
PROSPECTOR FUNDS, INC. | 0.11% | 33,595 | -31,525 | -48.41% | Mar 31, 2024 |
ROYCE VALUE TRUST, INC. | 0.11% | 91,903 | -2,675 | -2.83% | Mar 31, 2024 |
AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.11% | 2,200,000 | - | - | Mar 31, 2024 |
VICTORY PORTFOLIOS | 0.10% | 3,130,784 | -795,907 | -20.27% | Mar 31, 2024 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.09% | 202,024 | -74,703 | -27.00% | Mar 31, 2024 |
Nuveen S&P 500 BuyWrite Income Fund | 0.09% | 59,488 | -12,177 | -16.99% | Mar 31, 2024 |
VALUE LINE ASSET ALLOCATION FUND INC | 0.08% | 332,256 | - | - | Mar 31, 2024 |
VANGUARD QUANTITATIVE FUNDS | 0.07% | 338,145 | -369,145 | -52.19% | Mar 31, 2024 |
Guggenheim Enhanced Equity Income Fund | 0.07% | 11,789 | 822 | 7.50% | Sep 30, 2021 |
ETF Managers Trust | 0.07% | 513,000 | - | - | Dec 31, 2023 |
MADISON FUNDS | 0.06% | 370,419 | 68,045 | 22.50% | Jan 31, 2024 |
SPDR S&P 500 ETF TRUST | 0.06% | 2,476,713 | -53,826 | -2.13% | Mar 31, 2024 |
Index Funds | 0.06% | 526 | -12 | -2.23% | Mar 31, 2024 |
Humankind Benefit Corp | 0.05% | 1,158 | -166 | -12.54% | Dec 31, 2023 |
SYNTAX ETF TRUST | 0.05% | 1,608 | -582 | -26.58% | Mar 31, 2024 |
John Hancock Funds III | 0.05% | 788,288 | - | - | Mar 31, 2024 |
Engine No. 1 ETF Trust | 0.05% | 2,963 | -44 | -1.46% | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.05% | 1,451,416 | -28,709 | -1.94% | Mar 31, 2024 |
Calvert Responsible Index Series, Inc. | 0.05% | 75,019 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.04% | 18,544,509 | -134,171 | -0.72% | Mar 31, 2024 |
VALUED ADVISERS TRUST | 0.04% | 40,870 | - | - | Feb 29, 2024 |
FMI FUNDS INC | 0.04% | 320,000 | - | - | Mar 31, 2024 |
M FUND INC | 0.04% | 19,681 | -445 | -2.21% | Mar 31, 2024 |
GABELLI ASSET FUND | 0.04% | 15,000 | - | - | Dec 29, 2023 |
BlackRock Advantage SMID Cap Fund, Inc. | 0.04% | 7,653 | - | - | Mar 28, 2024 |
Innovator ETFs Trust II | 0.04% | 13,895 | - | - | Jul 31, 2021 |
SELECT SECTOR SPDR TRUST | 0.04% | 1,347,322 | 20,148 | 1.52% | Mar 31, 2024 |
CALVERT VARIABLE SERIES INC | 0.04% | 70,778 | 3,800 | 5.67% | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.04% | 141,613 | -5,932 | -4.02% | Jan 31, 2024 |
JOHN HANCOCK PREMIUM DIVIDEND FUND | 0.04% | 240,351 | - | - | Jan 31, 2024 |
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.04% | 3,137,000 | - | - | Feb 29, 2024 |
GABELLI DIVIDEND & INCOME TRUST | 0.04% | 60,000 | - | - | Dec 29, 2023 |
MASTER LARGE CAP SERIES LLC | 0.03% | 31,444 | - | - | Mar 31, 2022 |
AMERICAN CENTURY INVESTMENT TRUST | 0.03% | 4,675,000 | - | - | Mar 31, 2024 |
FAIRHOLME FUNDS INC | 0.03% | 93,300 | - | - | Feb 29, 2024 |
Federated Hermes MDT Series | 0.03% | 75,081 | - | - | Jan 31, 2024 |
Victory Portfolios II | 0.03% | 1,422,000 | - | - | Mar 31, 2024 |
ULTRA SERIES FUND | 0.03% | 48,679 | -1,327 | -2.65% | Mar 31, 2024 |
SCHWAB ANNUITY PORTFOLIOS | 0.03% | 10,067 | 431 | 4.47% | Mar 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.02% | 5,570 | - | - | Mar 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.02% | 2,035,836 | 315,358 | 18.33% | Jan 31, 2024 |
Voya EQUITY TRUST | 0.02% | 34,712 | -4,364 | -11.17% | Feb 29, 2024 |
USAA MUTUAL FUNDS TRUST | 0.02% | 5,588,000 | - | - | Jan 31, 2024 |
DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.02% | 7,305 | - | - | Mar 31, 2024 |
Zacks Trust | 0.02% | 1,994 | -289 | -12.66% | Feb 29, 2024 |
BNY MELLON STOCK INDEX FUND, INC. | 0.02% | 15,165 | -24 | -0.16% | Mar 31, 2024 |
VANGUARD SPECIALIZED FUNDS | 0.02% | 1,172,401 | 4,745 | 0.41% | Jan 31, 2024 |
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.02% | 7,810 | - | - | Mar 31, 2024 |
Managed Portfolio Series | 0.02% | 443,140 | - | - | Jan 31, 2024 |
JANUS INVESTMENT FUND | 0.02% | 6,097,313 | -205,380 | -3.26% | Dec 31, 2023 |
VIRTUS ASSET TRUST | 0.02% | 515,000 | - | - | Mar 28, 2024 |
Fidelity Commonwealth Trust II | 0.02% | 120,460 | -105,851 | -46.77% | Aug 31, 2023 |
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.02% | 250,000 | - | - | Jan 31, 2024 |
ROYCE FUND | 0.02% | 115,152 | 54,811 | 90.84% | Mar 31, 2024 |
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.02% | 4,051,000 | - | - | Feb 29, 2024 |
John Hancock Exchange-Traded Fund Trust | 0.02% | 100,213 | 1,444 | 1.46% | Jan 31, 2024 |
GABELLI EQUITY TRUST INC | 0.02% | 20,000 | - | - | Dec 29, 2023 |
FIRST TRUST VARIABLE INSURANCE TRUST | 0.02% | 75,147 | -2,529 | -3.26% | Mar 28, 2024 |
FIDELITY CONCORD STREET TRUST | 0.01% | 3,109,536 | 82,787 | 2.74% | Feb 29, 2024 |
LEUTHOLD FUNDS INC | 0.01% | 29,189 | - | - | Mar 31, 2024 |
SSGA FUNDS | 0.01% | 6,250 | - | - | Feb 29, 2024 |
SCHWAB CAPITAL TRUST | 0.01% | 569,409 | 9,000 | 1.61% | Jan 31, 2024 |
VANGUARD HORIZON FUNDS | 0.01% | 310,304 | -385,481 | -55.40% | Mar 31, 2024 |
First Trust Intermediate Duration Preferred & Income Fund | 0.01% | 197,641 | - | - | Jan 31, 2024 |
360 Funds | 0.01% | 2,500 | - | - | Feb 29, 2024 |
W. R. Berkley Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 409 | -46.33% |
31 Mar, 24 | 762 | 5.98% |
31 Dec, 23 | 719 | 9.10% |
30 Sep, 23 | 659 | 1.38% |
30 Jun, 23 | 650 | -5.52% |
31 Mar, 23 | 688 | -3.10% |
31 Dec, 22 | 710 | 7.58% |
30 Sep, 22 | 660 | 0.92% |
30 Jun, 22 | 654 | 8.10% |
31 Mar, 22 | 605 | 6.51% |
31 Dec, 21 | 568 | 12.25% |
30 Sep, 21 | 506 | -3.25% |
30 Jun, 21 | 523 | 3.56% |
31 Mar, 21 | 505 | 1.41% |
31 Dec, 20 | 498 | 10.91% |
30 Sep, 20 | 449 | - |
30 Jun, 20 | 449 | 1.35% |
31 Mar, 20 | 443 | -9.59% |
31 Dec, 19 | 490 | 10.36% |
30 Sep, 19 | 444 | 7.51% |
30 Jun, 19 | 413 | 2.74% |
31 Mar, 19 | 402 | -0.25% |
31 Dec, 18 | 403 | 2.54% |
30 Sep, 18 | 393 | 1.55% |
30 Jun, 18 | 387 | -2.52% |
31 Mar, 18 | 397 | 5.87% |
31 Dec, 17 | 375 | 4.17% |
30 Sep, 17 | 360 | 1.69% |
30 Jun, 17 | 354 | -3.28% |
31 Mar, 17 | 366 | - |
31 Dec, 16 | 366 | 4.27% |
30 Sep, 16 | 351 | -1.13% |
30 Jun, 16 | 355 | 0.28% |
31 Mar, 16 | 354 | -1.94% |
31 Dec, 15 | 361 | 3.14% |
30 Sep, 15 | 350 | 2.94% |
30 Jun, 15 | 340 | -2.58% |
31 Mar, 15 | 349 | -2.24% |
31 Dec, 14 | 357 | 12.97% |
30 Sep, 14 | 316 | -1.56% |
30 Jun, 14 | 321 | 2.88% |
31 Mar, 14 | 312 | -5.17% |
31 Dec, 13 | 329 | 6.13% |
30 Sep, 13 | 310 | 0.65% |
30 Jun, 13 | 308 | 129.85% |
31 Mar, 13 | 134 | -2.90% |
31 Dec, 12 | 138 | 6.15% |
30 Sep, 12 | 130 | -2.99% |
30 Jun, 12 | 134 | 10.74% |
31 Mar, 12 | 121 | 0.83% |
31 Dec, 11 | 120 | 20.00% |
30 Sep, 11 | 100 | -0.99% |
30 Jun, 11 | 101 | 2.02% |
31 Mar, 11 | 99 | 16.47% |
31 Dec, 10 | 85 | -3.41% |
30 Sep, 10 | 88 | 4.76% |
30 Jun, 10 | 84 | -2.33% |
31 Mar, 10 | 86 | -3.37% |
31 Dec, 09 | 89 | -2.20% |
30 Sep, 09 | 91 | -12.50% |
30 Jun, 09 | 104 | 9.47% |
31 Mar, 09 | 95 | -9.52% |
31 Dec, 08 | 105 | 15.38% |
30 Sep, 08 | 91 | 7.06% |
30 Jun, 08 | 85 | -3.41% |
31 Mar, 08 | 88 | -8.33% |
31 Dec, 07 | 96 | 18.52% |
30 Sep, 07 | 81 | -5.81% |
30 Jun, 07 | 86 | 7.50% |
31 Mar, 07 | 80 | -16.67% |
31 Dec, 06 | 96 | 12.94% |
30 Sep, 06 | 85 | 4.94% |
30 Jun, 06 | 81 | -5.81% |
31 Mar, 06 | 86 | 11.69% |
31 Dec, 05 | 77 | 8.45% |
30 Sep, 05 | 71 | 9.23% |
30 Jun, 05 | 65 | 16.07% |
31 Mar, 05 | 56 | 19.15% |
31 Dec, 04 | 47 | -9.62% |
30 Sep, 04 | 52 | -5.45% |
30 Jun, 04 | 55 | 1.85% |
31 Mar, 04 | 54 | 10.20% |
31 Dec, 03 | 49 | - |
30 Sep, 03 | 49 | 25.64% |
30 Jun, 03 | 39 | 18.18% |
31 Mar, 03 | 33 | 17.86% |
31 Dec, 02 | 28 | 12.00% |
30 Sep, 02 | 25 | -7.41% |
30 Jun, 02 | 27 | 28.57% |
31 Mar, 02 | 21 | 40.00% |
31 Dec, 01 | 15 | -25.00% |
30 Sep, 01 | 20 | -9.09% |
30 Jun, 01 | 22 | 37.50% |
31 Mar, 01 | 16 | 33.33% |
31 Dec, 00 | 12 | 9.09% |
30 Sep, 00 | 11 | - |
30 Jun, 00 | 11 | 57.14% |
31 Mar, 00 | 7 | 16.67% |
31 Dec, 99 | 6 | -25.00% |
30 Sep, 99 | 8 | -11.11% |
30 Jun, 99 | 9 | - |
31 Mar, 99 | 9 | - |
31 Mar, 87 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 35,207,179 | -79.88% |
31 Mar, 24 | 174,995,068 | -0.60% |
31 Dec, 23 | 176,049,210 | 3.58% |
30 Sep, 23 | 169,959,489 | -0.55% |
30 Jun, 23 | 170,894,770 | -5.86% |
31 Mar, 23 | 181,534,868 | 0.05% |
31 Dec, 22 | 181,450,373 | -1.62% |
30 Sep, 22 | 184,432,666 | 0.35% |
30 Jun, 22 | 183,793,759 | 1.28% |
31 Mar, 22 | 181,470,384 | 48.09% |
31 Dec, 21 | 122,540,151 | -0.82% |
30 Sep, 21 | 123,549,447 | 0.32% |
30 Jun, 21 | 123,156,997 | -0.90% |
31 Mar, 21 | 124,276,530 | 0.95% |
31 Dec, 20 | 123,109,611 | -3.94% |
30 Sep, 20 | 128,163,724 | 0.35% |
30 Jun, 20 | 127,718,521 | -1.58% |
31 Mar, 20 | 129,766,458 | 0.30% |
31 Dec, 19 | 129,383,720 | -0.24% |
30 Sep, 19 | 129,692,244 | -1.03% |
30 Jun, 19 | 131,038,907 | 49.29% |
31 Mar, 19 | 87,775,154 | -1.15% |
31 Dec, 18 | 88,795,627 | 1.20% |
30 Sep, 18 | 87,739,077 | -1.76% |
30 Jun, 18 | 89,308,771 | 1.30% |
31 Mar, 18 | 88,161,981 | 0.62% |
31 Dec, 17 | 87,621,621 | -0.25% |
30 Sep, 17 | 87,842,613 | 0.21% |
30 Jun, 17 | 87,654,814 | -1.25% |
31 Mar, 17 | 88,764,478 | 1.39% |
31 Dec, 16 | 87,543,922 | -0.77% |
30 Sep, 16 | 88,219,996 | -0.19% |
30 Jun, 16 | 88,384,197 | -0.21% |
31 Mar, 16 | 88,573,864 | 2.42% |
31 Dec, 15 | 86,483,828 | -12.65% |
30 Sep, 15 | 99,010,131 | 11.88% |
30 Jun, 15 | 88,498,436 | -2.28% |
31 Mar, 15 | 90,565,635 | -2.13% |
31 Dec, 14 | 92,540,421 | 0.93% |
30 Sep, 14 | 91,685,101 | 1.70% |
30 Jun, 14 | 90,148,517 | 0.67% |
31 Mar, 14 | 89,552,980 | -4.95% |
31 Dec, 13 | 94,220,890 | -2.06% |
30 Sep, 13 | 96,199,899 | 2.78% |
30 Jun, 13 | 93,599,312 | 145.33% |
31 Mar, 13 | 38,152,592 | -13.82% |
31 Dec, 12 | 44,268,759 | -6.76% |
30 Sep, 12 | 47,480,434 | -7.08% |
30 Jun, 12 | 51,096,565 | 0.88% |
31 Mar, 12 | 50,649,297 | 10.63% |
31 Dec, 11 | 45,780,816 | -4.22% |
30 Sep, 11 | 47,796,290 | -4.97% |
30 Jun, 11 | 50,295,956 | -1.18% |
31 Mar, 11 | 50,898,945 | 26.36% |
31 Dec, 10 | 40,280,842 | 8.80% |
30 Sep, 10 | 37,021,557 | -5.04% |
30 Jun, 10 | 38,987,335 | -4.99% |
31 Mar, 10 | 41,033,570 | -11.68% |
31 Dec, 09 | 46,458,275 | -3.83% |
30 Sep, 09 | 48,305,984 | 6.44% |
30 Jun, 09 | 45,382,063 | -1.06% |
31 Mar, 09 | 45,866,092 | -25.95% |
31 Dec, 08 | 61,936,345 | 112.19% |
30 Sep, 08 | 29,189,511 | 17.85% |
30 Jun, 08 | 24,768,648 | -6.09% |
31 Mar, 08 | 26,375,311 | -36.24% |
31 Dec, 07 | 41,369,418 | 12.06% |
30 Sep, 07 | 36,918,784 | -1.63% |
30 Jun, 07 | 37,531,183 | 28.39% |
31 Mar, 07 | 29,231,220 | -32.07% |
31 Dec, 06 | 43,034,456 | -6.35% |
30 Sep, 06 | 45,950,073 | 8.13% |
30 Jun, 06 | 42,497,145 | 187.91% |
31 Mar, 06 | 14,760,391 | 4.03% |
31 Dec, 05 | 14,189,030 | -34.82% |
30 Sep, 05 | 21,767,505 | -5.44% |
30 Jun, 05 | 23,020,955 | 42.16% |
31 Mar, 05 | 16,193,392 | 7.53% |
31 Dec, 04 | 15,059,135 | -0.63% |
30 Sep, 04 | 15,154,504 | 4.17% |
30 Jun, 04 | 14,547,870 | 64.86% |
31 Mar, 04 | 8,824,612 | 27.90% |
31 Dec, 03 | 6,899,632 | -56.88% |
30 Sep, 03 | 16,001,254 | 52.57% |
30 Jun, 03 | 10,487,510 | 17.54% |
31 Mar, 03 | 8,922,707 | 55.29% |
31 Dec, 02 | 5,745,791 | 160.12% |
30 Sep, 02 | 2,208,920 | -9.47% |
30 Jun, 02 | 2,439,994 | 5.71% |
31 Mar, 02 | 2,308,214 | 58.75% |
31 Dec, 01 | 1,454,030 | -39.04% |
30 Sep, 01 | 2,385,052 | -7.16% |
30 Jun, 01 | 2,569,025 | 32.05% |
31 Mar, 01 | 1,945,474 | 61.40% |
31 Dec, 00 | 1,205,378 | -38.12% |
30 Sep, 00 | 1,948,057 | 28.17% |
30 Jun, 00 | 1,519,954 | -29.66% |
31 Mar, 00 | 2,160,816 | 22.16% |
31 Dec, 99 | 1,768,864 | -31.87% |
30 Sep, 99 | 2,596,386 | -9.56% |
30 Jun, 99 | 2,870,798 | -2.73% |
31 Mar, 99 | 2,951,468 | - |
31 Mar, 87 | 14,479 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 13.13% | 0.31% |
31 Mar, 24 | 65.25% | 1.55% |
31 Dec, 23 | 64.96% | 1.63% |
30 Sep, 23 | 63.14% | 1.59% |
30 Jun, 23 | 63.09% | 1.45% |
31 Mar, 23 | 66.02% | 1.53% |
31 Dec, 22 | 65.59% | 1.48% |
30 Sep, 22 | 66.54% | 1.51% |
30 Jun, 22 | 66.40% | 1.54% |
31 Mar, 22 | 65.57% | 3.36% |
31 Dec, 21 | 44.17% | 2.23% |
30 Sep, 21 | 44.51% | 2.26% |
30 Jun, 21 | 44.34% | 2.22% |
31 Mar, 21 | 44.74% | 2.32% |
31 Dec, 20 | 43.91% | 2.08% |
30 Sep, 20 | 45.99% | 2.19% |
30 Jun, 20 | 45.78% | 2.21% |
31 Mar, 20 | 45.46% | 2.22% |
31 Dec, 19 | 45.23% | 2.20% |
30 Sep, 19 | 45.30% | 2.15% |
30 Jun, 19 | 45.85% | 4.85% |
31 Mar, 19 | 30.73% | 3.17% |
31 Dec, 18 | 31.15% | 3.29% |
30 Sep, 18 | 30.75% | 3.12% |
30 Jun, 18 | 31.37% | 3.26% |
31 Mar, 18 | 31.01% | 3.26% |
31 Dec, 17 | 30.84% | 3.20% |
30 Sep, 17 | 31.03% | 3.21% |
30 Jun, 17 | 31.08% | 2.97% |
31 Mar, 17 | 32.37% | 3.15% |
31 Dec, 16 | 32.07% | 3.13% |
30 Sep, 16 | 31.99% | 3.12% |
30 Jun, 16 | 32.04% | 3.12% |
31 Mar, 16 | 32.06% | 3.34% |
31 Dec, 15 | 30.99% | 2.43% |
30 Sep, 15 | 35.73% | 3.54% |
30 Jun, 15 | 31.78% | 3.11% |
31 Mar, 15 | 31.95% | 3.04% |
31 Dec, 14 | 32.43% | 3.16% |
30 Sep, 14 | 32.04% | 3.25% |
30 Jun, 14 | 31.38% | 3.34% |
31 Mar, 14 | 30.65% | 3.20% |
31 Dec, 13 | 30.95% | 3.10% |
30 Sep, 13 | 31.61% | 3.37% |
30 Jun, 13 | 30.61% | 19.70% |
31 Mar, 13 | 12.47% | 6.05% |
31 Dec, 12 | 14.35% | 6.01% |
30 Sep, 12 | 15.45% | 5.72% |
30 Jun, 12 | 16.43% | 6.16% |
31 Mar, 12 | 16.33% | 7.70% |
31 Dec, 11 | 14.57% | 6.22% |
30 Sep, 11 | 15.30% | 6.14% |
30 Jun, 11 | 15.78% | 6.15% |
31 Mar, 11 | 16.02% | 11.06% |
31 Dec, 10 | 12.04% | 9.62% |
30 Sep, 10 | 11.19% | 8.52% |
30 Jun, 10 | 11.46% | 8.11% |
31 Mar, 10 | 11.89% | 7.12% |
31 Dec, 09 | 12.92% | 7.22% |
30 Sep, 09 | 13.38% | 8.42% |
30 Jun, 09 | 12.61% | 7.87% |
31 Mar, 09 | 12.65% | 4.65% |
31 Dec, 08 | 16.49% | 25.93% |
30 Sep, 08 | 7.97% | 18.39% |
30 Jun, 08 | 6.58% | 14.96% |
31 Mar, 08 | 6.63% | 6.64% |
31 Dec, 07 | 10.00% | 12.93% |
30 Sep, 07 | 8.79% | 11.94% |
30 Jun, 07 | 8.58% | 18.98% |
31 Mar, 07 | 6.72% | 6.80% |
31 Dec, 06 | 9.94% | 8.75% |
30 Sep, 06 | 10.66% | 11.06% |
30 Jun, 06 | 9.82% | 83.87% |
31 Mar, 06 | 3.42% | 32.06% |
31 Dec, 05 | 3.27% | 12.79% |
30 Sep, 05 | 5.05% | 17.71% |
30 Jun, 05 | 5.34% | 37.17% |
31 Mar, 05 | 3.79% | 30.28% |
31 Dec, 04 | 3.54% | 27.92% |
30 Sep, 04 | 3.56% | 30.34% |
30 Jun, 04 | 3.43% | 78.87% |
31 Mar, 04 | 2.08% | 77.75% |
31 Dec, 03 | 1.64% | 11.32% |
30 Sep, 03 | 3.80% | 61.54% |
30 Jun, 03 | 2.49% | 54.96% |
31 Mar, 03 | 2.13% | 96.46% |
31 Dec, 02 | 1.48% | 442.14% |
30 Sep, 02 | 0.58% | 141.03% |
30 Jun, 02 | 0.64% | 172.16% |
31 Mar, 02 | 0.61% | 385.23% |
31 Dec, 01 | 0.40% | 76.60% |
30 Sep, 01 | 0.72% | 119.09% |
30 Jun, 01 | 0.78% | 193.67% |
31 Mar, 01 | 0.63% | 373.86% |
31 Dec, 00 | 0.41% | 91.36% |
30 Sep, 00 | 0.67% | 247.48% |
30 Jun, 00 | 0.52% | 94.60% |
31 Mar, 00 | 0.74% | 207.30% |
31 Dec, 99 | 0.60% | 75.56% |
30 Sep, 99 | 0.89% | 90.40% |
30 Jun, 99 | 0.99% | 99.75% |
31 Mar, 99 | 1.00% | - |
31 Mar, 87 | 0.00% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 198 | -46.20% |
31 Mar, 24 | 368 | 0.27% |
31 Dec, 23 | 367 | 21.52% |
30 Sep, 23 | 302 | 5.23% |
30 Jun, 23 | 287 | -15.34% |
31 Mar, 23 | 339 | -9.12% |
31 Dec, 22 | 373 | 10.68% |
30 Sep, 22 | 337 | -1.46% |
30 Jun, 22 | 342 | -38.49% |
31 Mar, 22 | 556 | 97.86% |
31 Dec, 21 | 281 | 26.58% |
30 Sep, 21 | 222 | -5.53% |
30 Jun, 21 | 235 | 3.07% |
31 Mar, 21 | 228 | -5.00% |
31 Dec, 20 | 240 | 14.83% |
30 Sep, 20 | 209 | 12.37% |
30 Jun, 20 | 186 | -8.82% |
31 Mar, 20 | 204 | -13.92% |
31 Dec, 19 | 237 | 20.92% |
30 Sep, 19 | 196 | -49.48% |
30 Jun, 19 | 388 | 138.04% |
31 Mar, 19 | 163 | -16.84% |
31 Dec, 18 | 196 | 7.10% |
30 Sep, 18 | 183 | 9.58% |
30 Jun, 18 | 167 | -4.57% |
31 Mar, 18 | 175 | 2.94% |
31 Dec, 17 | 170 | 2.41% |
30 Sep, 17 | 166 | 5.06% |
30 Jun, 17 | 158 | -5.95% |
31 Mar, 17 | 168 | -0.59% |
31 Dec, 16 | 169 | 27.07% |
30 Sep, 16 | 133 | -21.76% |
30 Jun, 16 | 170 | 9.68% |
31 Mar, 16 | 155 | 1.97% |
31 Dec, 15 | 152 | 19.69% |
30 Sep, 15 | 127 | 4.96% |
30 Jun, 15 | 121 | -19.33% |
31 Mar, 15 | 150 | -3.23% |
31 Dec, 14 | 155 | 31.36% |
30 Sep, 14 | 118 | -15.71% |
30 Jun, 14 | 140 | 20.69% |
31 Mar, 14 | 116 | -15.94% |
31 Dec, 13 | 138 | - |
30 Sep, 13 | 138 | -38.12% |
30 Jun, 13 | 223 | 248.44% |
31 Mar, 13 | 64 | -20.99% |
31 Dec, 12 | 81 | 35.00% |
30 Sep, 12 | 60 | -3.23% |
30 Jun, 12 | 62 | 10.71% |
31 Mar, 12 | 56 | -23.29% |
31 Dec, 11 | 73 | 55.32% |
30 Sep, 11 | 47 | 4.44% |
30 Jun, 11 | 45 | -18.18% |
31 Mar, 11 | 55 | 41.03% |
31 Dec, 10 | 39 | -9.30% |
30 Sep, 10 | 43 | 26.47% |
30 Jun, 10 | 34 | -8.11% |
31 Mar, 10 | 37 | -17.78% |
31 Dec, 09 | 45 | 9.76% |
30 Sep, 09 | 41 | -28.07% |
30 Jun, 09 | 57 | -1.72% |
31 Mar, 09 | 58 | - |
31 Dec, 08 | 58 | 16.00% |
30 Sep, 08 | 50 | 2.04% |
30 Jun, 08 | 49 | 11.36% |
31 Mar, 08 | 44 | -22.81% |
31 Dec, 07 | 57 | 50.00% |
30 Sep, 07 | 38 | -22.45% |
30 Jun, 07 | 49 | 2.08% |
31 Mar, 07 | 48 | -15.79% |
31 Dec, 06 | 57 | 32.56% |
30 Sep, 06 | 43 | -41.10% |
30 Jun, 06 | 73 | 40.38% |
31 Mar, 06 | 52 | 13.04% |
31 Dec, 05 | 46 | 6.98% |
30 Sep, 05 | 43 | -20.37% |
30 Jun, 05 | 54 | 31.71% |
31 Mar, 05 | 41 | 41.38% |
31 Dec, 04 | 29 | 11.54% |
30 Sep, 04 | 26 | -23.53% |
30 Jun, 04 | 34 | 9.68% |
31 Mar, 04 | 31 | 6.90% |
31 Dec, 03 | 29 | -38.30% |
30 Sep, 03 | 47 | 113.64% |
30 Jun, 03 | 22 | - |
31 Mar, 03 | 22 | 15.79% |
31 Dec, 02 | 19 | -5.00% |
30 Sep, 02 | 20 | 11.11% |
30 Jun, 02 | 18 | 38.46% |
31 Mar, 02 | 13 | 116.67% |
31 Dec, 01 | 6 | -45.45% |
30 Sep, 01 | 11 | -31.25% |
30 Jun, 01 | 16 | 60.00% |
31 Mar, 01 | 10 | 100.00% |
31 Dec, 00 | 5 | -16.67% |
30 Sep, 00 | 6 | -25.00% |
30 Jun, 00 | 8 | 100.00% |
31 Mar, 00 | 4 | 33.33% |
31 Dec, 99 | 3 | - |
30 Sep, 99 | 3 | - |
30 Jun, 99 | 3 | -66.67% |
31 Mar, 99 | 9 | - |
31 Mar, 87 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 124 | -52.12% |
31 Mar, 24 | 259 | 12.61% |
31 Dec, 23 | 230 | 1.32% |
30 Sep, 23 | 227 | -12.69% |
30 Jun, 23 | 260 | 6.56% |
31 Mar, 23 | 244 | 6.09% |
31 Dec, 22 | 230 | 2.68% |
30 Sep, 22 | 224 | 8.21% |
30 Jun, 22 | 207 | 430.77% |
31 Mar, 22 | 39 | -76.79% |
31 Dec, 21 | 168 | 1.20% |
30 Sep, 21 | 166 | - |
30 Jun, 21 | 166 | -8.79% |
31 Mar, 21 | 182 | 12.35% |
31 Dec, 20 | 162 | 3.85% |
30 Sep, 20 | 156 | -17.46% |
30 Jun, 20 | 189 | 20.38% |
31 Mar, 20 | 157 | -7.65% |
31 Dec, 19 | 170 | 11.11% |
30 Sep, 19 | 153 | 800.00% |
30 Jun, 19 | 17 | -88.11% |
31 Mar, 19 | 143 | 18.18% |
31 Dec, 18 | 121 | 0.83% |
30 Sep, 18 | 120 | -4.76% |
30 Jun, 18 | 126 | -1.56% |
31 Mar, 18 | 128 | - |
31 Dec, 17 | 128 | 7.56% |
30 Sep, 17 | 119 | -7.03% |
30 Jun, 17 | 128 | 1.59% |
31 Mar, 17 | 126 | 4.13% |
31 Dec, 16 | 121 | -5.47% |
30 Sep, 16 | 128 | 26.73% |
30 Jun, 16 | 101 | -10.62% |
31 Mar, 16 | 113 | -9.60% |
31 Dec, 15 | 125 | -11.35% |
30 Sep, 15 | 141 | -2.08% |
30 Jun, 15 | 144 | 10.77% |
31 Mar, 15 | 130 | -1.52% |
31 Dec, 14 | 132 | 9.09% |
30 Sep, 14 | 121 | 9.01% |
30 Jun, 14 | 111 | -14.62% |
31 Mar, 14 | 130 | - |
31 Dec, 13 | 130 | 10.17% |
30 Sep, 13 | 118 | 118.52% |
30 Jun, 13 | 54 | 8.00% |
31 Mar, 13 | 50 | 35.14% |
31 Dec, 12 | 37 | -11.90% |
30 Sep, 12 | 42 | -4.55% |
30 Jun, 12 | 44 | 10.00% |
31 Mar, 12 | 40 | 29.03% |
31 Dec, 11 | 31 | -11.43% |
30 Sep, 11 | 35 | -2.78% |
30 Jun, 11 | 36 | 28.57% |
31 Mar, 11 | 28 | -3.45% |
31 Dec, 10 | 29 | 11.54% |
30 Sep, 10 | 26 | -10.34% |
30 Jun, 10 | 29 | -14.71% |
31 Mar, 10 | 34 | 3.03% |
31 Dec, 09 | 33 | -8.33% |
30 Sep, 09 | 36 | 12.50% |
30 Jun, 09 | 32 | 28.00% |
31 Mar, 09 | 25 | -19.35% |
31 Dec, 08 | 31 | 29.17% |
30 Sep, 08 | 24 | -7.69% |
30 Jun, 08 | 26 | -21.21% |
31 Mar, 08 | 33 | 10.00% |
31 Dec, 07 | 30 | 7.14% |
30 Sep, 07 | 28 | 12.00% |
30 Jun, 07 | 25 | 25.00% |
31 Mar, 07 | 20 | -25.93% |
31 Dec, 06 | 27 | 3.85% |
30 Sep, 06 | 26 | 225.00% |
30 Jun, 06 | 8 | -65.22% |
31 Mar, 06 | 23 | 9.52% |
31 Dec, 05 | 21 | 16.67% |
30 Sep, 05 | 18 | 80.00% |
30 Jun, 05 | 10 | - |
31 Mar, 05 | 10 | - |
31 Dec, 04 | 10 | -41.18% |
30 Sep, 04 | 17 | 70.00% |
30 Jun, 04 | 10 | -44.44% |
31 Mar, 04 | 18 | 20.00% |
31 Dec, 03 | 15 | 650.00% |
30 Sep, 03 | 2 | -84.62% |
30 Jun, 03 | 13 | 160.00% |
31 Mar, 03 | 5 | 25.00% |
31 Dec, 02 | 4 | 300.00% |
30 Sep, 02 | 1 | -50.00% |
30 Jun, 02 | 2 | -50.00% |
31 Mar, 02 | 4 | -33.33% |
31 Dec, 01 | 6 | 50.00% |
30 Sep, 01 | 4 | 300.00% |
30 Jun, 01 | 1 | -83.33% |
31 Mar, 01 | 6 | - |
31 Dec, 00 | 6 | 200.00% |
30 Sep, 00 | 2 | 100.00% |
30 Jun, 00 | 1 | -66.67% |
31 Mar, 00 | 3 | 50.00% |
31 Dec, 99 | 2 | -33.33% |
30 Sep, 99 | 3 | -25.00% |
30 Jun, 99 | 4 | - |
31 Mar, 99 | - | - |
31 Mar, 87 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 409 | -46.33% | 35,207,179 | -79.88% | 13.13% | 0.31% | 198 | -46.20% | 124 | -52.12% |
31 Mar, 24 | 762 | 5.98% | 174,995,068 | -0.60% | 65.25% | 1.55% | 368 | 0.27% | 259 | 12.61% |
31 Dec, 23 | 719 | 9.10% | 176,049,210 | 3.58% | 64.96% | 1.63% | 367 | 21.52% | 230 | 1.32% |
30 Sep, 23 | 659 | 1.38% | 169,959,489 | -0.55% | 63.14% | 1.59% | 302 | 5.23% | 227 | -12.69% |
30 Jun, 23 | 650 | -5.52% | 170,894,770 | -5.86% | 63.09% | 1.45% | 287 | -15.34% | 260 | 6.56% |
31 Mar, 23 | 688 | -3.10% | 181,534,868 | 0.05% | 66.02% | 1.53% | 339 | -9.12% | 244 | 6.09% |
31 Dec, 22 | 710 | 7.58% | 181,450,373 | -1.62% | 65.59% | 1.48% | 373 | 10.68% | 230 | 2.68% |
30 Sep, 22 | 660 | 0.92% | 184,432,666 | 0.35% | 66.54% | 1.51% | 337 | -1.46% | 224 | 8.21% |
30 Jun, 22 | 654 | 8.10% | 183,793,759 | 1.28% | 66.40% | 1.54% | 342 | -38.49% | 207 | 430.77% |
31 Mar, 22 | 605 | 6.51% | 181,470,384 | 48.09% | 65.57% | 3.36% | 556 | 97.86% | 39 | -76.79% |
31 Dec, 21 | 568 | 12.25% | 122,540,151 | -0.82% | 44.17% | 2.23% | 281 | 26.58% | 168 | 1.20% |
30 Sep, 21 | 506 | -3.25% | 123,549,447 | 0.32% | 44.51% | 2.26% | 222 | -5.53% | 166 | - |
30 Jun, 21 | 523 | 3.56% | 123,156,997 | -0.90% | 44.34% | 2.22% | 235 | 3.07% | 166 | -8.79% |
31 Mar, 21 | 505 | 1.41% | 124,276,530 | 0.95% | 44.74% | 2.32% | 228 | -5.00% | 182 | 12.35% |
31 Dec, 20 | 498 | 10.91% | 123,109,611 | -3.94% | 43.91% | 2.08% | 240 | 14.83% | 162 | 3.85% |
30 Sep, 20 | 449 | - | 128,163,724 | 0.35% | 45.99% | 2.19% | 209 | 12.37% | 156 | -17.46% |
30 Jun, 20 | 449 | 1.35% | 127,718,521 | -1.58% | 45.78% | 2.21% | 186 | -8.82% | 189 | 20.38% |
31 Mar, 20 | 443 | -9.59% | 129,766,458 | 0.30% | 45.46% | 2.22% | 204 | -13.92% | 157 | -7.65% |
31 Dec, 19 | 490 | 10.36% | 129,383,720 | -0.24% | 45.23% | 2.20% | 237 | 20.92% | 170 | 11.11% |
30 Sep, 19 | 444 | 7.51% | 129,692,244 | -1.03% | 45.30% | 2.15% | 196 | -49.48% | 153 | 800.00% |
30 Jun, 19 | 413 | 2.74% | 131,038,907 | 49.29% | 45.85% | 4.85% | 388 | 138.04% | 17 | -88.11% |
31 Mar, 19 | 402 | -0.25% | 87,775,154 | -1.15% | 30.73% | 3.17% | 163 | -16.84% | 143 | 18.18% |
31 Dec, 18 | 403 | 2.54% | 88,795,627 | 1.20% | 31.15% | 3.29% | 196 | 7.10% | 121 | 0.83% |
30 Sep, 18 | 393 | 1.55% | 87,739,077 | -1.76% | 30.75% | 3.12% | 183 | 9.58% | 120 | -4.76% |
30 Jun, 18 | 387 | -2.52% | 89,308,771 | 1.30% | 31.37% | 3.26% | 167 | -4.57% | 126 | -1.56% |
31 Mar, 18 | 397 | 5.87% | 88,161,981 | 0.62% | 31.01% | 3.26% | 175 | 2.94% | 128 | - |
31 Dec, 17 | 375 | 4.17% | 87,621,621 | -0.25% | 30.84% | 3.20% | 170 | 2.41% | 128 | 7.56% |
30 Sep, 17 | 360 | 1.69% | 87,842,613 | 0.21% | 31.03% | 3.21% | 166 | 5.06% | 119 | -7.03% |
30 Jun, 17 | 354 | -3.28% | 87,654,814 | -1.25% | 31.08% | 2.97% | 158 | -5.95% | 128 | 1.59% |
31 Mar, 17 | 366 | - | 88,764,478 | 1.39% | 32.37% | 3.15% | 168 | -0.59% | 126 | 4.13% |
31 Dec, 16 | 366 | 4.27% | 87,543,922 | -0.77% | 32.07% | 3.13% | 169 | 27.07% | 121 | -5.47% |
30 Sep, 16 | 351 | -1.13% | 88,219,996 | -0.19% | 31.99% | 3.12% | 133 | -21.76% | 128 | 26.73% |
30 Jun, 16 | 355 | 0.28% | 88,384,197 | -0.21% | 32.04% | 3.12% | 170 | 9.68% | 101 | -10.62% |
31 Mar, 16 | 354 | -1.94% | 88,573,864 | 2.42% | 32.06% | 3.34% | 155 | 1.97% | 113 | -9.60% |
31 Dec, 15 | 361 | 3.14% | 86,483,828 | -12.65% | 30.99% | 2.43% | 152 | 19.69% | 125 | -11.35% |
30 Sep, 15 | 350 | 2.94% | 99,010,131 | 11.88% | 35.73% | 3.54% | 127 | 4.96% | 141 | -2.08% |
30 Jun, 15 | 340 | -2.58% | 88,498,436 | -2.28% | 31.78% | 3.11% | 121 | -19.33% | 144 | 10.77% |
31 Mar, 15 | 349 | -2.24% | 90,565,635 | -2.13% | 31.95% | 3.04% | 150 | -3.23% | 130 | -1.52% |
31 Dec, 14 | 357 | 12.97% | 92,540,421 | 0.93% | 32.43% | 3.16% | 155 | 31.36% | 132 | 9.09% |
30 Sep, 14 | 316 | -1.56% | 91,685,101 | 1.70% | 32.04% | 3.25% | 118 | -15.71% | 121 | 9.01% |
30 Jun, 14 | 321 | 2.88% | 90,148,517 | 0.67% | 31.38% | 3.34% | 140 | 20.69% | 111 | -14.62% |
31 Mar, 14 | 312 | -5.17% | 89,552,980 | -4.95% | 30.65% | 3.20% | 116 | -15.94% | 130 | - |
31 Dec, 13 | 329 | 6.13% | 94,220,890 | -2.06% | 30.95% | 3.10% | 138 | - | 130 | 10.17% |
30 Sep, 13 | 310 | 0.65% | 96,199,899 | 2.78% | 31.61% | 3.37% | 138 | -38.12% | 118 | 118.52% |
30 Jun, 13 | 308 | 129.85% | 93,599,312 | 145.33% | 30.61% | 19.70% | 223 | 248.44% | 54 | 8.00% |
31 Mar, 13 | 134 | -2.90% | 38,152,592 | -13.82% | 12.47% | 6.05% | 64 | -20.99% | 50 | 35.14% |
31 Dec, 12 | 138 | 6.15% | 44,268,759 | -6.76% | 14.35% | 6.01% | 81 | 35.00% | 37 | -11.90% |
30 Sep, 12 | 130 | -2.99% | 47,480,434 | -7.08% | 15.45% | 5.72% | 60 | -3.23% | 42 | -4.55% |
30 Jun, 12 | 134 | 10.74% | 51,096,565 | 0.88% | 16.43% | 6.16% | 62 | 10.71% | 44 | 10.00% |
31 Mar, 12 | 121 | 0.83% | 50,649,297 | 10.63% | 16.33% | 7.70% | 56 | -23.29% | 40 | 29.03% |
31 Dec, 11 | 120 | 20.00% | 45,780,816 | -4.22% | 14.57% | 6.22% | 73 | 55.32% | 31 | -11.43% |
30 Sep, 11 | 100 | -0.99% | 47,796,290 | -4.97% | 15.30% | 6.14% | 47 | 4.44% | 35 | -2.78% |
30 Jun, 11 | 101 | 2.02% | 50,295,956 | -1.18% | 15.78% | 6.15% | 45 | -18.18% | 36 | 28.57% |
31 Mar, 11 | 99 | 16.47% | 50,898,945 | 26.36% | 16.02% | 11.06% | 55 | 41.03% | 28 | -3.45% |
31 Dec, 10 | 85 | -3.41% | 40,280,842 | 8.80% | 12.04% | 9.62% | 39 | -9.30% | 29 | 11.54% |
30 Sep, 10 | 88 | 4.76% | 37,021,557 | -5.04% | 11.19% | 8.52% | 43 | 26.47% | 26 | -10.34% |
30 Jun, 10 | 84 | -2.33% | 38,987,335 | -4.99% | 11.46% | 8.11% | 34 | -8.11% | 29 | -14.71% |
31 Mar, 10 | 86 | -3.37% | 41,033,570 | -11.68% | 11.89% | 7.12% | 37 | -17.78% | 34 | 3.03% |
31 Dec, 09 | 89 | -2.20% | 46,458,275 | -3.83% | 12.92% | 7.22% | 45 | 9.76% | 33 | -8.33% |
30 Sep, 09 | 91 | -12.50% | 48,305,984 | 6.44% | 13.38% | 8.42% | 41 | -28.07% | 36 | 12.50% |
30 Jun, 09 | 104 | 9.47% | 45,382,063 | -1.06% | 12.61% | 7.87% | 57 | -1.72% | 32 | 28.00% |
31 Mar, 09 | 95 | -9.52% | 45,866,092 | -25.95% | 12.65% | 4.65% | 58 | - | 25 | -19.35% |
31 Dec, 08 | 105 | 15.38% | 61,936,345 | 112.19% | 16.49% | 25.93% | 58 | 16.00% | 31 | 29.17% |
30 Sep, 08 | 91 | 7.06% | 29,189,511 | 17.85% | 7.97% | 18.39% | 50 | 2.04% | 24 | -7.69% |
30 Jun, 08 | 85 | -3.41% | 24,768,648 | -6.09% | 6.58% | 14.96% | 49 | 11.36% | 26 | -21.21% |
31 Mar, 08 | 88 | -8.33% | 26,375,311 | -36.24% | 6.63% | 6.64% | 44 | -22.81% | 33 | 10.00% |
31 Dec, 07 | 96 | 18.52% | 41,369,418 | 12.06% | 10.00% | 12.93% | 57 | 50.00% | 30 | 7.14% |
30 Sep, 07 | 81 | -5.81% | 36,918,784 | -1.63% | 8.79% | 11.94% | 38 | -22.45% | 28 | 12.00% |
30 Jun, 07 | 86 | 7.50% | 37,531,183 | 28.39% | 8.58% | 18.98% | 49 | 2.08% | 25 | 25.00% |
31 Mar, 07 | 80 | -16.67% | 29,231,220 | -32.07% | 6.72% | 6.80% | 48 | -15.79% | 20 | -25.93% |
31 Dec, 06 | 96 | 12.94% | 43,034,456 | -6.35% | 9.94% | 8.75% | 57 | 32.56% | 27 | 3.85% |
30 Sep, 06 | 85 | 4.94% | 45,950,073 | 8.13% | 10.66% | 11.06% | 43 | -41.10% | 26 | 225.00% |
30 Jun, 06 | 81 | -5.81% | 42,497,145 | 187.91% | 9.82% | 83.87% | 73 | 40.38% | 8 | -65.22% |
31 Mar, 06 | 86 | 11.69% | 14,760,391 | 4.03% | 3.42% | 32.06% | 52 | 13.04% | 23 | 9.52% |
31 Dec, 05 | 77 | 8.45% | 14,189,030 | -34.82% | 3.27% | 12.79% | 46 | 6.98% | 21 | 16.67% |
30 Sep, 05 | 71 | 9.23% | 21,767,505 | -5.44% | 5.05% | 17.71% | 43 | -20.37% | 18 | 80.00% |
30 Jun, 05 | 65 | 16.07% | 23,020,955 | 42.16% | 5.34% | 37.17% | 54 | 31.71% | 10 | - |
31 Mar, 05 | 56 | 19.15% | 16,193,392 | 7.53% | 3.79% | 30.28% | 41 | 41.38% | 10 | - |
31 Dec, 04 | 47 | -9.62% | 15,059,135 | -0.63% | 3.54% | 27.92% | 29 | 11.54% | 10 | -41.18% |
30 Sep, 04 | 52 | -5.45% | 15,154,504 | 4.17% | 3.56% | 30.34% | 26 | -23.53% | 17 | 70.00% |
30 Jun, 04 | 55 | 1.85% | 14,547,870 | 64.86% | 3.43% | 78.87% | 34 | 9.68% | 10 | -44.44% |
31 Mar, 04 | 54 | 10.20% | 8,824,612 | 27.90% | 2.08% | 77.75% | 31 | 6.90% | 18 | 20.00% |
31 Dec, 03 | 49 | - | 6,899,632 | -56.88% | 1.64% | 11.32% | 29 | -38.30% | 15 | 650.00% |
30 Sep, 03 | 49 | 25.64% | 16,001,254 | 52.57% | 3.80% | 61.54% | 47 | 113.64% | 2 | -84.62% |
30 Jun, 03 | 39 | 18.18% | 10,487,510 | 17.54% | 2.49% | 54.96% | 22 | - | 13 | 160.00% |
31 Mar, 03 | 33 | 17.86% | 8,922,707 | 55.29% | 2.13% | 96.46% | 22 | 15.79% | 5 | 25.00% |
31 Dec, 02 | 28 | 12.00% | 5,745,791 | 160.12% | 1.48% | 442.14% | 19 | -5.00% | 4 | 300.00% |
30 Sep, 02 | 25 | -7.41% | 2,208,920 | -9.47% | 0.58% | 141.03% | 20 | 11.11% | 1 | -50.00% |
30 Jun, 02 | 27 | 28.57% | 2,439,994 | 5.71% | 0.64% | 172.16% | 18 | 38.46% | 2 | -50.00% |
31 Mar, 02 | 21 | 40.00% | 2,308,214 | 58.75% | 0.61% | 385.23% | 13 | 116.67% | 4 | -33.33% |
31 Dec, 01 | 15 | -25.00% | 1,454,030 | -39.04% | 0.40% | 76.60% | 6 | -45.45% | 6 | 50.00% |
30 Sep, 01 | 20 | -9.09% | 2,385,052 | -7.16% | 0.72% | 119.09% | 11 | -31.25% | 4 | 300.00% |
30 Jun, 01 | 22 | 37.50% | 2,569,025 | 32.05% | 0.78% | 193.67% | 16 | 60.00% | 1 | -83.33% |
31 Mar, 01 | 16 | 33.33% | 1,945,474 | 61.40% | 0.63% | 373.86% | 10 | 100.00% | 6 | - |
31 Dec, 00 | 12 | 9.09% | 1,205,378 | -38.12% | 0.41% | 91.36% | 5 | -16.67% | 6 | 200.00% |
30 Sep, 00 | 11 | - | 1,948,057 | 28.17% | 0.67% | 247.48% | 6 | -25.00% | 2 | 100.00% |
30 Jun, 00 | 11 | 57.14% | 1,519,954 | -29.66% | 0.52% | 94.60% | 8 | 100.00% | 1 | -66.67% |
31 Mar, 00 | 7 | 16.67% | 2,160,816 | 22.16% | 0.74% | 207.30% | 4 | 33.33% | 3 | 50.00% |
31 Dec, 99 | 6 | -25.00% | 1,768,864 | -31.87% | 0.60% | 75.56% | 3 | - | 2 | -33.33% |
30 Sep, 99 | 8 | -11.11% | 2,596,386 | -9.56% | 0.89% | 90.40% | 3 | - | 3 | -25.00% |
30 Jun, 99 | 9 | - | 2,870,798 | -2.73% | 0.99% | 99.75% | 3 | -66.67% | 4 | - |
31 Mar, 99 | 9 | - | 2,951,468 | - | 1.00% | - | 9 | - | - | - |
31 Mar, 87 | 1 | - | 14,479 | - | 0.00% | - | 1 | - | - | - |
W. R. Berkley Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
W. R. Berkley Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 10 | 1 | 1000.00% |
Q3 2023 | 6 | 6 | 100.00% |
Q2 2023 | 10 | - | - |
Q1 2023 | 1 | - | - |
Q4 2022 | 1 | - | - |
Q3 2022 | 11 | 6 | 183.33% |
Q2 2022 | 9 | - | - |
Q1 2022 | 1 | - | - |
Q4 2021 | 5 | 12 | 41.67% |
Q3 2021 | 9 | 12 | 75.00% |
Q2 2021 | 10 | - | - |
Q1 2021 | 3 | - | - |
Q4 2020 | 9 | - | - |
Q3 2020 | 19 | 12 | 158.33% |
Q2 2020 | 17 | - | - |
Q1 2020 | 8 | 1 | 800.00% |
Q4 2019 | 7 | 4 | 175.00% |
Q3 2019 | 14 | 7 | 200.00% |
Q2 2019 | 19 | 1 | 1900.00% |
Q1 2019 | 6 | 2 | 300.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | - | - | - |
Q3 2023 | - | - | - |
Q2 2023 | - | - | - |
Q1 2023 | - | - | - |
Q4 2022 | - | - | - |
Q3 2022 | 3 | - | - |
Q2 2022 | - | - | - |
Q1 2022 | - | - | - |
Q4 2021 | - | 1 | - |
Q3 2021 | - | - | - |
Q2 2021 | - | - | - |
Q1 2021 | - | - | - |
Q4 2020 | - | - | - |
Q3 2020 | - | - | - |
Q2 2020 | - | - | - |
Q1 2020 | - | - | - |
Q4 2019 | - | - | - |
Q3 2019 | - | - | - |
Q2 2019 | - | 1 | - |
Q1 2019 | - | - | - |
W. R. Berkley Peer Ownership
Ticker | Company |
---|---|
RLI | RLI Corp. |
HMN | Horace Mann Educators Corporation |
PRA | ProAssurance Corporation |
CNA | CNA Financial Corporation |
ALL | The Allstate Corporation |
TRV | The Travelers Companies, Inc. |
CB | Chubb Limited |
KMPR | Kemper Corporation |
MKL | Markel Corporation |
UFCS | United Fire Group, Inc. |
SIGI | Selective Insurance Group, Inc. |
SKWD | Skyward Specialty Insurance Group, Inc. |
WRB Ownership FAQ
Who Owns W. R. Berkley?
W. R. Berkley is owned by institutional shareholders (13.13%), insiders (24.30%), and public (62.57%). The largest institutional shareholder of W. R. Berkley is VANGUARD GROUP INC (8.96% of total shares) and the top mutual fund owner is Stock Portfolio (2.60% of total shares).
Who are the major institutional shareholders of W. R. Berkley?
W. R. Berkley's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., MORGAN STANLEY, STATE STREET CORP, and KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC. The top five shareholders own together 26.44% of the company's share outstanding.
How many W. R. Berkley shareholders are there?
As of Jun 2024, there are 409 institutional shareholders of W. R. Berkley.
What percentage of W. R. Berkley is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 24.04M shares of W. R. Berkley, representing 8.96% of the company's total shares outstanding, valued at $1.89B (as of Jun 2024).
What percentage of W. R. Berkley is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 15.82M shares of W. R. Berkley (WRB), compromising 5.90% of the company, valued at $1.24B.
What percentage of W. R. Berkley is owned by MORGAN STANLEY?
MORGAN STANLEY is the third largest holder of W. R. Berkley. The company owns 13.32M of the company's shares outstanding (worth $1.05B).