WR BerkleyWRB
13F holders, Q1 2024 (March 31)771holders
9famous investors
$88.24avg. 13F price*
At the end of Q1 2024, 771 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock Inc. ($1.4B) and Morgan Stanley ($1.1B). 9 famous investors held it, including Bruce Berkowitz (0.7% of Fairholme Capital Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Mario Gabelli (0.1% of GAMCO Investors's portfolio).
- Company
- WR Berkley Corp.
- Filed as
- BERKLEY W R CORP (Q1 2024)
- Sector
- Finance
- CUSIP
- 084423102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $261.7M |
| Exits | 46 | $32.3M |
Ownership 771 holders
| Vanguard Group Inc. | 0.04% | Add +0.8% | 24,439,361 | $2.2B |
| BlackRock Inc. | 0.03% | Reduce -4.2% | 15,679,223 | $1.4B |
| Morgan Stanley | 0.09% | Add +0.4% | 12,627,283 | $1.1B |
| State Street Corp. | 0.04% | Reduce -4.1% | 10,447,205 | $924.0M |
| Kayne Anderson Rudnick Investment Management LLC | 1.54% | Add +6.9% | 7,499,345 | $663.2M |
| Janus Henderson Group PLC | 0.36% | Reduce -6.5% | 7,456,272 | $659.4M |
| Geode Capital Management, LLC | 0.04% | Add +3.8% | 4,977,275 | $439.8M |
| Victory Capital Management Inc. | 0.42% | Reduce -18.1% | 4,747,908 | $419.9M |
| JPMorgan Chase & Co. | 0.04% | Add +6.4% | 4,583,978 | $405.4M |
| Invesco Ltd. | 0.06% | Add +21.2% | 3,260,775 | $288.4M |
| Norges Bank | 0.04% | Add +3.2% | 3,118,018 | $275.8M |
| First Trust Advisors LP | 0.23% | Reduce -8.0% | 2,560,795 | $226.5M |
| APG Asset Management N.V. | 0.37% | Add +4.3% | 2,606,069 | $213.4M |
| Manufacturers Life Insurance Company, The | 0.19% | Add +23.3% | 2,348,875 | $207.7M |
| Northern Trust Corp. | 0.03% | Reduce -4.7% | 1,945,569 | $172.1M |
| Bank of America Corp. | 0.02% | Add +10.3% | 1,933,759 | $171.0M |
| 1832 Asset Management L.P. | 0.31% | Reduce -2.3% | 1,903,467 | $168.3M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -1.9% | 1,898,011 | $167.9M |
| Polar Capital Holdings Plc | 0.88% | Reduce -1.1% | 1,887,500 | $166.9M |
| Wells Fargo & Company | 0.04% | Add +0.8% | 1,811,574 | $160.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.8% | 1,697,300 | $150.1M |
| Bank of New York Mellon Corp | 0.03% | Reduce -6.8% | 1,617,944 | $143.1M |
| UBS Group AG | 0.04% | Add +17.2% | 1,477,582 | $130.7M |
| Caisse de depot et placement du Quebec | 0.31% | Add +49.3% | 1,458,958 | $129.0M |
| Legal & General Group Plc | 0.04% | Reduce -4.7% | 1,393,775 | $123.3M |
| Barclays PLC | 0.05% | Add +0.9% | 1,284,598 | $113.6M |
| California Public Employees Retirement System | 0.07% | Add +0.0% | 1,184,628 | $104.8M |
| Los Angeles Capital Management LLC | 0.35% | Add +0.5% | 1,157,290 | $102.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -1.0% | 1,117,094 | $98.8M |
| HSBC Holdings PLC | 0.07% | Add +11.1% | 1,071,531 | $94.7M |
| Royal Bank of Canada | 0.02% | Add +1.2% | 1,065,611 | $94.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -28.6% | 997,724 | $88.2M |
| EULAV Asset Management | 2.42% | Add +2.8% | 996,260 | $88.1M |
| Anchor Capital Advisors LLC | 2.24% | Add +0.3% | 968,233 | $85.6M |
| Confluence Investment Management LLC | 1.11% | Reduce -1.9% | 935,165 | $82.7M |
| Arrowstreet Capital, Limited Partnership | 0.07% | Add +7.8% | 909,438 | $80.4M |
| Parnassus Investments, LLC | 0.17% | New | 874,703 | $77.4M |
| Madison Asset Management, LLC | 0.94% | Add +12.9% | 867,971 | $76.8M |
| Raymond James & Associates | 0.05% | Add +8.1% | 809,526 | $71.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +6.6% | 801,390 | $70.9M |
| Truist Financial Corp. | 0.11% | Add +7.5% | 785,106 | $69.4M |
| Chilton Investment Co. Inc. | 1.90% | Reduce -0.9% | 783,895 | $69.3M |
| Nuveen Asset Management, LLC | 0.02% | Add +0.7% | 737,501 | $65.2M |
| Wellington Management Group LLP | 0.01% | Reduce -17.9% | 685,434 | $60.6M |
| Deutsche Bank AG | 0.03% | Add +27.1% | 684,929 | $60.6M |
| Boston Financial Mangement LLC | 1.90% | Reduce -0.1% | 675,569 | $59.7M |
| Principal Financial Group Inc. | 0.03% | Add +3.5% | 644,942 | $57.0M |
| Amundi | 0.02% | Add +15.8% | 698,866 | $56.6M |
| Swiss National Bank | 0.04% | Reduce -4.1% | 617,775 | $54.6M |
| Dundas Partners LLP | 4.26% | Add +7.1% | 611,542 | $54.1M |
| Maren Capital LLC | 5.17% | Add +13.0% | 605,778 | $53.6M |
| Brandes Investment Partners, LP | 0.67% | Add +2.1% | 589,523 | $52.1M |
| Danske Bank A/S | 0.16% | — | 571,698 | $50.6M |
| Stifel Financial Corp. | 0.05% | Add +2.1% | 526,323 | $46.5M |
| BloombergSen Inc. | 4.02% | Reduce -1.9% | 526,165 | $46.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.1% | 520,067 | $46.0M |
| AQR Capital Management | 0.08% | Reduce -5.6% | 505,309 | $44.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.11% | Add +190.4% | 477,774 | $42.3M |
| Junto Capital Management LP | 0.92% | New | 468,923 | $41.5M |
| Credit Suisse AG/ | 0.04% | Add +4.6% | 464,025 | $41.0M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -5.5% | 436,055 | $38.6M |
| TD Asset Management Inc | 0.04% | Add +25.8% | 435,117 | $38.5M |
| Mraz, Amerine & Associates, Inc. | 7.19% | Reduce -1.2% | 430,203 | $38.0M |
| Rhumbline Advisers | 0.04% | Reduce -1.4% | 424,639 | $37.6M |
| Corient Private Wealth LP | 0.06% | Reduce -2.4% | 377,676 | $33.4M |
| American Century Companies Inc. | 0.02% | Reduce -15.0% | 330,459 | $29.2M |
| National Pension Service | 0.03% | Reduce -7.0% | 329,223 | $29.1M |
| New York State Common Retirement Fund | 0.04% | Reduce -8.0% | 324,156 | $28.7M |
| California State Teachers Retirement System | 0.04% | Reduce -0.3% | 314,254 | $27.8M |
| Woodline Partners LP | 0.25% | New | 299,882 | $26.5M |
| Natixis Advisors, LLC | 0.06% | Add +42.5% | 294,672 | $26.1M |
| America First Investment Advisors, LLC | 6.13% | Reduce -1.3% | 285,069 | $25.2M |
| Public Employees Retirement Association of Colorado | 0.11% | Add +5.1% | 283,681 | $25.1M |
| Man Group plc | 0.07% | Add +4.4% | 279,013 | $24.7M |
| Susquehanna Portfolio Strategies, LLC | 0.57% | No change | 275,229 | $24.3M |
| Teacher Retirement System of Texas | 0.15% | Reduce -12.2% | 274,453 | $24.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.6% | 274,112 | $24.2M |
| Wallington Asset Management, LLC | 3.67% | Add +0.4% | 264,971 | $23.4M |
| Stansberry Asset Management, LLC | 3.35% | Add +11.7% | 264,298 | $23.4M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -1.5% | 250,823 | $22.2M |
| BNP Paribas Financial Markets | 0.03% | Reduce -8.8% | 246,767 | $21.8M |
| Cwm, LLC | 0.11% | Reduce -7.0% | 245,760 | $21.7M |
| Citigroup Inc. | 0.02% | Add +7.6% | 245,742 | $21.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +19.3% | 244,170 | $21.6M |
| Allianz Asset Management GmbH | 0.04% | Reduce -39.6% | 242,730 | $21.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -16.8% | 238,224 | $21.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -39.8% | 232,671 | $20.6M |
| Cerity Partners LLC | 0.05% | Add +19.9% | 222,175 | $19.6M |
| PhiloSmith Capital Corp | 5.45% | No change | 219,921 | $19.4M |
| CHURCHILL MANAGEMENT Corp | 0.24% | Add +0.9% | 218,391 | $19.3M |
| New York State Teachers Retirement System | 0.04% | Reduce -0.0% | 210,526 | $18.6M |
| Royce & Associates LP | 0.16% | Add +33.6% | 207,055 | $18.3M |
| Korea Investment CORP | 0.05% | Add +20.2% | 206,947 | $18.3M |
| Bank of Montreal | 0.01% | Add +6.7% | 205,239 | $18.2M |
| Driehaus Capital Management LLC | 0.18% | Reduce -18.7% | 205,242 | $18.2M |
| Sei Investments Co. | 0.03% | Add +59.6% | 194,364 | $17.2M |
| LPL Financial LLC | 0.01% | Add +45.0% | 190,984 | $16.9M |
| Stephens Inc. | 0.26% | Add +1.2% | 187,912 | $16.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -5.8% | 184,538 | $16.3M |
| Segall Bryant & Hamill, LLC | 0.30% | Reduce -35.7% | 178,749 | $15.8M |
"% of holder's portfolio" is WRB's weight in each manager's 13F, not the share of WR Berkley Corp. the manager owns.