WR BerkleyWRB

13F holders, Q2 2026 (June 30)
953holders +27
110new positions
85sold out
10famous investors
$70.59avg. 13F price*

At the end of Q2 2026, 953 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, up 27 from Q1 2026. 110 opened new positions and 85 sold out. The largest holders were Mitsui Sumitomo Insurance Co Ltd ($4.1B), BlackRock, Inc. ($1.5B) and Vanguard Capital Management LLC ($1.3B). 10 famous investors held it, including Bruce Berkowitz (1.2% of Fairholme Capital Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
WR Berkley Corp.
Filed as
BERKLEY W R CORP (Q2 2026)
Sector
Finance
CUSIP
084423102
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 771Q1 2024Q2 2024: 757Q2 2024Q3 2024: 799Q3 2024Q4 2024: 876Q4 2024Q1 2025: 916Q1 2025Q2 2025: 923Q2 2025Q3 2025: 934Q3 2025Q4 2025: 952Q4 2025Q1 2026: 926Q1 2026Q2 2026: 953Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions110$179.6M
Exits85$118.8M

All 13F filers, Q1 2026 → Q2 2026: 16,456,357 shares bought and 17,049,720 shares sold, net −593,363 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 953 holders

Mitsui Sumitomo Insurance Co Ltd 100.00% No change 58,780,450 $4.1B
BlackRock, Inc. 0.02% Reduce -5.8% 21,934,626 $1.5B
Vanguard Capital Management LLC 0.03% Reduce -1.2% 18,690,969 $1.3B
Vanguard Portfolio Management LLC 0.05% Reduce -1.4% 14,550,971 $1.0B
State Street Corp. 0.03% Reduce -1.9% 14,126,628 $1.0B
Geode Capital Management, LLC 0.03% Add +0.5% 8,268,721 $588.5M
Morgan Stanley 0.03% Reduce -20.7% 8,252,790 $582.1M
Kayne Anderson Rudnick Investment Management LLC 1.40% Reduce -17.9% 6,377,064 $449.8M
Invesco Ltd. 0.03% Reduce -0.5% 5,028,284 $354.6M
Goldman Sachs Group Inc. 0.03% Add +45.8% 4,158,216 $293.3M
Dimensional Fund Advisors LP 0.05% Add +7.3% 4,041,846 $285.1M
Wells Fargo & Company 0.05% Reduce -1.8% 3,720,958 $262.4M
AQR Capital Management 0.09% Add +99.1% 3,680,160 $259.6M
First Trust Advisors LP 0.15% Reduce -8.8% 3,624,858 $255.7M
Norges Bank 0.02% — 3,148,633 $222.1M
Bank of America Corp. 0.01% Reduce -1.9% 2,849,413 $201.0M
UBS Group AG 0.03% Reduce -13.2% 2,835,322 $200.0M
Arrowstreet Capital, Limited Partnership 0.08% Add +222.3% 2,588,583 $182.6M
Northern Trust Corp. 0.02% Reduce -5.6% 2,552,698 $180.0M
1832 Asset Management L.P. 0.20% Reduce 0.0% 2,293,864 $161.8M
JPMorgan Chase & Co. 0.01% Reduce -34.2% 2,154,477 $153.0M
Polar Capital Holdings Plc 0.43% Reduce -6.4% 2,130,000 $150.2M
Royal London Asset Management Ltd. 0.27% Reduce -7.4% 2,115,249 $149.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -6.2% 2,041,622 $144.0M
Two Sigma Investments, LP 0.11% Add +637.5% 2,013,358 $142.0M
Charles Schwab Investment Management Inc. 0.02% Add +0.8% 1,917,449 $135.2M
Vanguard Fiduciary Trust Co. 0.03% Reduce -1.6% 1,632,946 $115.2M
Legal & General Group Plc 0.02% Reduce -14.5% 1,599,505 $112.8M
Madison Asset Management, LLC 1.26% Reduce -7.5% 1,497,784 $105.6M
Citadel Advisors 0.06% Add +5.9% 1,475,954 $104.1M
Natixis Advisors, LLC 0.12% Add +8.7% 1,466,496 $103.4M
Principal Financial Group Inc. 0.05% Reduce -23.8% 1,461,348 $103.1M
FMR LLC 0.00% Add +4.1% 1,446,808 $102.0M
Barclays PLC 0.03% Add +17.4% 1,440,408 $101.6M
Bank of New York Mellon Corp 0.02% Reduce -33.8% 1,347,506 $95.0M
Chilton Investment Co. Inc. 2.27% Reduce -3.5% 1,339,877 $94.5M
Cornerstone Investment Partners, LLC 3.15% Add +26.9% 1,336,146 $94.2M
Deutsche Bank AG 0.03% Add +14.1% 1,305,627 $92.1M
Jones Financial Companies LLLP 0.04% Add +9.8% 1,259,360 $89.8M
Royal Bank of Canada 0.01% Reduce -3.0% 1,257,518 $88.7M
HSBC Holdings PLC 0.04% Add +0.7% 1,110,733 $78.6M
Anchor Capital Advisors LLC 2.05% Reduce -8.7% 1,035,350 $73.0M
Confluence Investment Management LLC 1.14% Reduce -7.3% 1,031,752 $72.8M
Raymond James Financial Inc. 0.02% Reduce -9.8% 993,028 $70.0M
BNP Paribas Financial Markets 0.04% Add +66.5% 969,375 $68.4M
Millennium Management 0.05% Add +103.9% 936,192 $66.0M
Bristol Gate Capital Partners Inc. 4.51% New 918,030 $64.7M
EULAV Asset Management 2.04% Reduce -26.3% 906,464 $63.9M
Jane Street Group, LLC 0.04% Reduce -13.7% 875,704 $61.8M
Envestnet Asset Management Inc. 0.01% Reduce -7.3% 830,557 $58.6M
Cerity Partners LLC 0.07% Add +5.1% 814,688 $57.5M
Parnassus Investments, LLC 0.15% Reduce -3.3% 779,771 $55.0M
Squarepoint Ops LLC 0.10% Add +1300.5% 751,280 $53.0M
Citigroup Inc. 0.02% Add +0.4% 709,852 $50.1M
Manufacturers Life Insurance Company, The 0.04% Add +30.4% 651,963 $46.0M
Amundi 0.01% Reduce -10.2% 647,848 $45.7M
Mraz, Amerine & Associates, Inc. 6.43% Add +0.8% 635,753 $44.8M
Vanguard Global Advisers, LLC 0.02% Reduce -2.8% 630,210 $44.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +1.0% 628,784 $44.3M
Stifel Financial Corp. 0.04% Reduce -6.9% 620,960 $43.8M
Swiss National Bank 0.02% Reduce -16.2% 607,262 $42.8M
Nuveen, LLC 0.01% Add +10.8% 580,231 $40.9M
Tudor Investment Corporation 0.17% Add +34.0% 571,238 $40.3M
Rhumbline Advisers 0.03% Reduce -2.3% 562,316 $39.7M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +2899.8% 561,587 $39.6M
Caisse de depot et placement du Quebec 0.06% Reduce -15.5% 556,725 $39.3M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -6.9% 525,095 $37.0M
Brandes Investment Partners, LP 0.26% Add +0.6% 516,132 $36.4M
Truist Financial Corp. 0.04% Reduce -18.1% 468,920 $33.1M
Canada Pension Plan Investment Board 0.02% New 432,603 $30.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% Add +5.9% 429,847 $30.3M
T. Rowe Price Associates Inc. 0.00% Reduce -0.5% 420,968 $29.7M
California Public Employees Retirement System 0.02% Reduce -17.1% 416,611 $29.4M
Russell Investments Group, Ltd. 0.03% Add +2.1% 415,808 $29.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +114.3% 411,605 $29.0M
Victory Capital Management Inc. 0.02% Reduce -12.9% 411,560 $29.0M
Dundas Partners LLP 1.99% No change 390,567 $27.5M
Quantinno Capital Management LP 0.03% Add +48.1% 389,863 $27.5M
America First Investment Advisors, LLC 5.02% Add +0.9% 383,605 $27.1M
Wealth Enhancement Advisory Services, LLC 0.04% Add +240.8% 377,811 $26.7M
Franklin Resources Inc. 0.01% Reduce -4.7% 374,673 $26.4M
CIBC Asset Management Inc 0.06% Add +334.3% 367,934 $26.0M
Silvercrest Asset Management Group LLC 0.17% Add +33.0% 364,547 $25.7M
Susquehanna Fundamental Investments, LLC 0.48% Add +98.5% 358,749 $25.3M
APG Asset Management N.V. 0.06% Reduce -3.2% 389,251 $24.0M
Zacks Investment Management 0.17% Add +1.6% 333,691 $23.5M
California State Teachers Retirement System 0.02% Add +2.8% 318,375 $22.5M
Bank of Nova Scotia 0.03% Add +2.0% 316,642 $22.3M
Credit Agricole S A 0.06% Add +515.3% 315,524 $22.3M
Capitolis Liquid Global Markets LLC 0.09% New 308,000 $21.7M
Bank of Montreal 0.01% Add +21.3% 299,915 $21.2M
D. E. Shaw & Co. 0.01% Add +44.6% 290,364 $20.5M
Barlow Wealth Partners, LLC 2.09% Add +0.4% 271,315 $19.3M
Alliancebernstein L.P. 0.01% Reduce -1.4% 288,882 $19.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.09% Reduce -13.4% 269,218 $19.0M
Rockefeller Capital Management L.P. 0.03% Reduce -4.6% 265,691 $18.7M
Danske Bank A/S 0.04% Reduce -4.4% 260,160 $18.3M
PhiloSmith Capital Corp 4.97% Reduce -0.4% 259,381 $18.3M
Fairholme Capital Management 1.21% No change 256,350 $18.1M
National Bank of Canada 0.02% Add +59.4% 253,485 $17.9M

"% of holder's portfolio" is WRB's weight in each manager's 13F, not the share of WR Berkley Corp. the manager owns.

Show all 953 holders