WR BerkleyWRB
13F holders, Q4 2024 (December 31)876holders +77
80new positions
39sold out
10famous investors
$58.51avg. 13F price*
At the end of Q4 2024, 876 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, up 77 from Q3 2024. 80 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.4B) and Morgan Stanley ($1.1B). 10 famous investors held it, including Bruce Berkowitz (1.3% 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 (Q4 2024)
- Sector
- Finance
- CUSIP
- 084423102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $170.3M |
| Exits | 39 | $38.5M |
All 13F filers, Q3 2024 → Q4 2024: 13,173,792 shares bought and 14,937,511 shares sold, net −1,763,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 876 holders
| Vanguard Group Inc. | 0.04% | Add +1.5% | 36,436,473 | $2.1B |
| BlackRock, Inc. | 0.03% | Add +4.3% | 24,360,966 | $1.4B |
| Morgan Stanley | 0.08% | Reduce -8.3% | 18,365,243 | $1.1B |
| State Street Corp. | 0.03% | Reduce -0.1% | 15,109,980 | $884.2M |
| Kayne Anderson Rudnick Investment Management LLC | 1.58% | Add +1.0% | 11,722,476 | $686.0M |
| Janus Henderson Group PLC | 0.30% | Reduce -12.1% | 9,957,020 | $582.7M |
| Geode Capital Management, LLC | 0.03% | Add +1.4% | 7,694,703 | $449.2M |
| JPMorgan Chase & Co. | 0.03% | Reduce -3.7% | 7,093,271 | $415.1M |
| Manufacturers Life Insurance Company, The | 0.25% | Add +15.2% | 4,787,361 | $280.2M |
| Norges Bank | 0.04% | Reduce -5.5% | 4,657,926 | $272.6M |
| Invesco Ltd. | 0.05% | Add +5.4% | 4,553,016 | $266.4M |
| Principal Financial Group Inc. | 0.13% | Add +12.2% | 4,121,968 | $241.2M |
| Northern Trust Corp. | 0.03% | Add +20.6% | 3,279,690 | $191.9M |
| Dimensional Fund Advisors LP | 0.04% | Add +2.5% | 3,119,322 | $182.5M |
| Bank of America Corp. | 0.02% | Reduce -6.0% | 2,949,573 | $172.6M |
| Polar Capital Holdings Plc | 0.96% | No change | 2,925,000 | $171.2M |
| Wells Fargo & Company | 0.04% | Add +3.8% | 2,869,705 | $167.9M |
| 1832 Asset Management L.P. | 0.30% | Reduce -2.0% | 2,833,983 | $165.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +22.4% | 2,487,097 | $145.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +45.3% | 2,148,107 | $125.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -15.3% | 1,947,045 | $113.9M |
| Legal & General Group Plc | 0.03% | Reduce -3.2% | 1,914,604 | $112.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.9% | 1,796,835 | $105.2M |
| Royal Bank of Canada | 0.02% | Add +5.8% | 1,773,732 | $103.8M |
| UBS Group AG | 0.02% | Reduce -28.6% | 1,704,964 | $99.8M |
| Madison Asset Management, LLC | 1.11% | Add +8.3% | 1,682,258 | $98.4M |
| Madison Investment Advisors, LLC | 1.11% | — | 1,682,258 | $98.4M |
| Chilton Investment Co. Inc. | 2.37% | Add +11.4% | 1,578,321 | $92.4M |
| Raymond James Financial Inc. | 0.03% | — | 1,532,660 | $89.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +14.6% | 1,519,791 | $88.9M |
| Truist Financial Corp. | 0.13% | Add +15.2% | 1,469,331 | $86.0M |
| Amundi | 0.03% | Add +43.1% | 1,477,932 | $85.9M |
| California Public Employees Retirement System | 0.06% | Reduce -3.2% | 1,435,630 | $84.0M |
| HSBC Holdings PLC | 0.05% | Add +3.2% | 1,421,032 | $83.1M |
| EULAV Asset Management | 2.00% | Reduce -9.2% | 1,420,464 | $83.1M |
| Confluence Investment Management LLC | 1.08% | Reduce -2.0% | 1,336,426 | $78.2M |
| AQR Capital Management | 0.10% | Add +17.2% | 1,301,692 | $76.2M |
| Anchor Capital Advisors LLC | 2.16% | Reduce -4.6% | 1,295,793 | $75.8M |
| Coho Partners, Ltd. | 3.04% | New | 1,128,378 | $66.0M |
| Dundas Partners LLP | 4.61% | No change | 1,123,310 | $65.7M |
| Brandes Investment Partners, LP | 0.72% | Add +3.6% | 1,103,658 | $64.6M |
| Deutsche Bank AG | 0.03% | Add +29.7% | 1,096,783 | $64.2M |
| Barclays PLC | 0.03% | Reduce -26.9% | 1,074,435 | $62.9M |
| Parnassus Investments, LLC | 0.14% | Reduce -6.5% | 1,060,467 | $62.1M |
| Maren Capital LLC | 4.49% | Add +3.3% | 1,005,195 | $58.8M |
| Boston Financial Mangement LLC | 1.74% | Reduce -0.7% | 981,162 | $57.4M |
| Victory Capital Management Inc. | 0.05% | Reduce -10.5% | 914,448 | $53.5M |
| Millennium Management | 0.05% | Add +0.2% | 906,070 | $53.0M |
| Stifel Financial Corp. | 0.05% | Add +15.9% | 889,563 | $52.1M |
| Swiss National Bank | 0.03% | Reduce -5.6% | 860,062 | $50.3M |
| Natixis Advisors, LLC | 0.09% | Add +7.8% | 835,963 | $48.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.12% | Reduce -12.6% | 816,398 | $47.8M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Reduce -8.1% | 812,263 | $47.5M |
| BloombergSen Inc. | 3.87% | No change | 762,399 | $44.6M |
| First Trust Advisors LP | 0.04% | Reduce -81.3% | 746,012 | $43.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.1% | 738,051 | $43.2M |
| Teacher Retirement System of Texas | 0.15% | Add +46.2% | 711,741 | $41.7M |
| American Century Companies Inc. | 0.02% | Add +21.0% | 681,137 | $39.9M |
| APG Asset Management N.V. | 0.11% | Reduce -40.4% | 677,150 | $38.3M |
| Mraz, Amerine & Associates, Inc. | 6.68% | Reduce -1.6% | 640,573 | $37.5M |
| BNP Paribas Financial Markets | 0.03% | Reduce -5.0% | 628,670 | $36.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.1% | 625,584 | $36.6M |
| TD Asset Management Inc | 0.03% | Add +12.7% | 612,008 | $35.8M |
| Rhumbline Advisers | 0.03% | Reduce -3.1% | 584,951 | $34.2M |
| National Pension Service | 0.03% | Reduce -5.6% | 558,737 | $32.7M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.51% | — | 543,015 | $31.8M |
| Wellington Management Group LLP | 0.01% | Reduce -31.1% | 519,022 | $30.4M |
| Jacobs Levy Equity Management, Inc. | 0.11% | Add +49.1% | 516,303 | $30.2M |
| Russell Investments Group, Ltd. | 0.04% | Add +0.9% | 471,245 | $27.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +5.2% | 469,712 | $27.2M |
| Caisse de depot et placement du Quebec | 0.06% | Reduce -69.7% | 456,403 | $26.7M |
| Schroder Investment Management Group | 0.02% | Add +42.4% | 440,273 | $25.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.1% | 427,680 | $25.0M |
| Public Employees Retirement Association of Colorado | 0.10% | No change | 424,591 | $24.8M |
| Danske Bank A/S | 0.07% | Reduce -51.4% | 421,878 | $24.7M |
| California State Teachers Retirement System | 0.03% | Reduce -4.1% | 413,013 | $24.2M |
| Stansberry Asset Management, LLC | 3.35% | Add +0.1% | 412,803 | $24.2M |
| America First Investment Advisors, LLC | 5.26% | Reduce -3.0% | 411,245 | $24.1M |
| New York State Common Retirement Fund | 0.03% | Reduce -6.6% | 403,013 | $23.6M |
| National Bank of Canada | 0.03% | Add +61.6% | 399,854 | $23.4M |
| Wallington Asset Management, LLC | 3.38% | Add +0.2% | 399,782 | $23.4M |
| Tudor Investment Corporation | 0.24% | Add +41.3% | 391,635 | $22.9M |
| Citadel Advisors | 0.02% | New | 367,376 | $21.5M |
| State Board of Administration of Florida Retirement System | 0.04% | No change | 364,043 | $21.3M |
| Allianz Asset Management GmbH | 0.03% | Add +3.8% | 363,104 | $21.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -6.9% | 357,468 | $20.9M |
| Bank of Montreal | 0.01% | Add +7.0% | 346,444 | $20.3M |
| Cerity Partners LLC | 0.04% | Add +1.5% | 341,000 | $19.9M |
| LPL Financial LLC | 0.01% | Add +2.9% | 335,549 | $19.6M |
| CHURCHILL MANAGEMENT Corp | 0.21% | Add +0.4% | 335,277 | $19.6M |
| Cwm, LLC | 0.08% | Reduce -2.3% | 327,497 | $19.2M |
| Zacks Investment Management | 0.17% | Reduce -7.7% | 308,295 | $18.0M |
| Townsend & Associates, Inc | 1.76% | Add +1.6% | 289,926 | $17.2M |
| PhiloSmith Capital Corp | 4.82% | Reduce -12.0% | 290,381 | $17.0M |
| Stephens Inc. | 0.23% | Reduce -0.5% | 280,370 | $16.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -17.6% | 271,292 | $15.9M |
| Citigroup Inc. | 0.02% | Reduce -10.9% | 270,492 | $15.8M |
| Pictet Asset Management Holding SA | 0.02% | Add +55.3% | 267,013 | $15.6M |
| Sei Investments Co. | 0.02% | Reduce -2.8% | 262,813 | $15.4M |
| Royce & Associates LP | 0.14% | No change | 262,082 | $15.3M |
"% of holder's portfolio" is WRB's weight in each manager's 13F, not the share of WR Berkley Corp. the manager owns.