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 62.48% institutional investors, 24.27% insiders, and 13.25% 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	62.48%	24.27%	13.25%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Property & Casualty Insurance Stocks	65.87%	12.92%	21.22%

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 %
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%
Sep 30, 2023	661	1.23%	169,993,375	-2.21%	63	1.53%	302	4.86%	229	-12.60%

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
SPDR® S&P 500® ETF Trust	3.70M	0.97%	-20.53K
Fidelity 500 Index	3.70M	0.97%	-36.70K
iShares Core S&P 500 ETF	3.39M	0.89%	10.50K
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 62.48%, followed by 24.27% insiders and 13.25% retail investors. The average institutional ownership in W. R. Berkley's industry, Property & Casualty Insurance Stocks, is 65.87%, which W. R. Berkley falls below.

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.

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