WR BerkleyWRB
13F holders, Q1 2025 (March 31)916holders +40
111new positions
70sold out
11famous investors
$71.13avg. 13F price*
At the end of Q1 2025, 916 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, up 40 from Q4 2024. 111 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock, Inc. ($1.7B) and Morgan Stanley ($1.1B). 11 famous investors held it, including Bruce Berkowitz (1.5% of Fairholme Capital Management's portfolio), Paul Tudor Jones (0.1% 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 (Q1 2025)
- Sector
- Finance
- CUSIP
- 084423102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $68.4M |
| Exits | 70 | $61.0M |
All 13F filers, Q4 2024 → Q1 2025: 19,206,689 shares bought and 16,249,840 shares sold, net +2,956,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 916 holders
| Vanguard Group Inc. | 0.05% | Reduce -0.3% | 36,336,103 | $2.6B |
| BlackRock, Inc. | 0.04% | Reduce -0.8% | 24,159,566 | $1.7B |
| Morgan Stanley | 0.08% | Reduce -14.0% | 15,792,321 | $1.1B |
| State Street Corp. | 0.04% | Reduce -0.7% | 15,000,772 | $1.1B |
| Kayne Anderson Rudnick Investment Management LLC | 2.05% | Add +0.6% | 11,787,639 | $838.8M |
| Janus Henderson Group PLC | 0.34% | Reduce -12.7% | 8,688,048 | $619.2M |
| Geode Capital Management, LLC | 0.04% | Add +2.7% | 7,900,076 | $560.4M |
| JPMorgan Chase & Co. | 0.04% | Reduce -5.6% | 6,696,361 | $476.5M |
| Principal Financial Group Inc. | 0.20% | Add +21.8% | 5,022,039 | $357.4M |
| Norges Bank | 0.05% | Add +2.1% | 4,757,622 | $338.6M |
| First Trust Advisors LP | 0.28% | Add +499.3% | 4,470,639 | $318.1M |
| Invesco Ltd. | 0.06% | Reduce -8.6% | 4,163,337 | $296.3M |
| Wells Fargo & Company | 0.07% | Add +43.1% | 4,107,672 | $292.3M |
| Bank of America Corp. | 0.02% | Add +18.1% | 3,483,776 | $247.9M |
| Northern Trust Corp. | 0.03% | Reduce -1.3% | 3,237,363 | $230.4M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -2.2% | 3,050,425 | $217.1M |
| Polar Capital Holdings Plc | 1.28% | No change | 2,925,000 | $208.1M |
| Manufacturers Life Insurance Company, The | 0.19% | Reduce -42.9% | 2,735,341 | $194.6M |
| 1832 Asset Management L.P. | 0.37% | Reduce -5.0% | 2,691,143 | $191.5M |
| Royal London Asset Management Ltd. | 0.44% | Add +993.4% | 2,617,567 | $186.3M |
| UBS Group AG | 0.04% | Add +53.1% | 2,609,670 | $185.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +2.1% | 2,539,691 | $180.7M |
| Legal & General Group Plc | 0.04% | Add +0.2% | 1,918,351 | $136.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.9% | 1,871,917 | $133.2M |
| Madison Asset Management, LLC | 1.46% | Add +9.5% | 1,842,275 | $131.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.4% | 1,822,617 | $129.7M |
| Royal Bank of Canada | 0.03% | Reduce -5.9% | 1,668,434 | $118.7M |
| Chilton Investment Co. Inc. | 2.81% | Add +2.5% | 1,617,193 | $115.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -28.2% | 1,542,941 | $109.8M |
| AQR Capital Management | 0.11% | Add +18.5% | 1,542,249 | $109.7M |
| Truist Financial Corp. | 0.17% | Add +3.8% | 1,525,169 | $108.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +0.2% | 1,522,744 | $108.4M |
| Raymond James Financial Inc. | 0.04% | Reduce -3.5% | 1,479,808 | $105.3M |
| EULAV Asset Management | 2.50% | No change | 1,420,464 | $101.1M |
| California Public Employees Retirement System | 0.07% | Reduce -4.8% | 1,367,208 | $97.3M |
| Arrowstreet Capital, Limited Partnership | 0.08% | Add +68.0% | 1,364,946 | $97.1M |
| Confluence Investment Management LLC | 1.33% | Reduce -2.5% | 1,302,855 | $92.7M |
| HSBC Holdings PLC | 0.06% | Reduce -10.9% | 1,266,106 | $90.0M |
| Anchor Capital Advisors LLC | 2.62% | Reduce -4.7% | 1,235,004 | $87.9M |
| Barclays PLC | 0.04% | Add +13.2% | 1,215,734 | $86.5M |
| Amundi | 0.03% | Reduce -21.6% | 1,158,468 | $81.4M |
| Dundas Partners LLP | 5.89% | No change | 1,123,310 | $79.9M |
| Brandes Investment Partners, LP | 0.79% | Reduce -0.8% | 1,094,611 | $77.9M |
| Deutsche Bank AG | 0.03% | Reduce -1.4% | 1,081,631 | $77.0M |
| Maren Capital LLC | 5.12% | Add +4.9% | 1,054,420 | $75.0M |
| Victory Capital Management Inc. | 0.07% | Add +8.7% | 994,319 | $70.8M |
| Natixis Advisors, LLC | 0.13% | Add +17.1% | 979,280 | $69.7M |
| Captrust Financial Advisors | 0.17% | Add +2163.6% | 978,973 | $69.7M |
| Parnassus Investments, LLC | 0.17% | Reduce -7.8% | 978,174 | $69.6M |
| Stifel Financial Corp. | 0.07% | Add +0.8% | 897,083 | $63.8M |
| Swiss National Bank | 0.04% | Reduce -0.0% | 859,762 | $61.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.16% | Add +3.8% | 847,175 | $60.3M |
| Jacobs Levy Equity Management, Inc. | 0.23% | Add +60.1% | 826,616 | $58.8M |
| Coho Partners, Ltd. | 3.47% | Reduce -28.4% | 807,778 | $57.5M |
| Woodline Partners LP | 0.36% | Add +4198.9% | 777,201 | $55.3M |
| Danske Bank A/S | 0.17% | Add +84.2% | 776,954 | $55.3M |
| BloombergSen Inc. | 4.61% | Reduce -1.7% | 749,258 | $53.3M |
| Cornerstone Investment Partners, LLC | 2.56% | Add +7314.0% | 744,516 | $53.0M |
| Marshall Wace, LLP | 0.07% | Add +571.5% | 743,640 | $52.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -0.7% | 732,760 | $52.1M |
| BNP Paribas Financial Markets | 0.04% | Add +15.8% | 727,994 | $51.8M |
| Rhumbline Advisers | 0.04% | Add +11.7% | 653,336 | $46.5M |
| American Century Companies Inc. | 0.03% | Reduce -6.5% | 636,698 | $45.3M |
| Mraz, Amerine & Associates, Inc. | 7.76% | Reduce -1.1% | 633,652 | $45.2M |
| Nuveen, LLC | 0.01% | — | 621,273 | $44.2M |
| TD Asset Management Inc | 0.04% | Reduce -2.5% | 596,568 | $42.5M |
| National Pension Service | 0.04% | Add +2.5% | 572,671 | $40.8M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.66% | No change | 543,015 | $38.6M |
| Russell Investments Group, Ltd. | 0.05% | Add +13.4% | 534,465 | $38.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +13.5% | 533,190 | $37.9M |
| APG Asset Management N.V. | 0.12% | Reduce -16.4% | 566,295 | $37.3M |
| Schroder Investment Management Group | 0.04% | Add +12.9% | 496,980 | $35.4M |
| Citigroup Inc. | 0.03% | Add +80.8% | 489,090 | $34.8M |
| Teacher Retirement System of Texas | 0.13% | Reduce -37.0% | 448,237 | $31.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.9% | 440,125 | $31.3M |
| Stansberry Asset Management, LLC | 3.80% | Add +3.2% | 426,139 | $30.3M |
| California State Teachers Retirement System | 0.04% | Add +3.2% | 426,125 | $30.3M |
| Public Employees Retirement Association of Colorado | 0.13% | No change | 424,591 | $30.2M |
| America First Investment Advisors, LLC | 6.20% | Add +0.5% | 413,318 | $29.4M |
| Wallington Asset Management, LLC | 4.13% | Add +0.8% | 402,773 | $28.7M |
| Cerity Partners LLC | 0.06% | Add +13.5% | 387,141 | $27.5M |
| Alliancebernstein L.P. | 0.01% | Add +0.7% | 359,895 | $25.6M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -2.4% | 355,303 | $25.3M |
| LPL Financial LLC | 0.01% | Add +4.9% | 351,888 | $25.0M |
| Caisse de depot et placement du Quebec | 0.05% | Reduce -26.0% | 337,625 | $24.0M |
| Renaissance Technologies | 0.04% | Add +157.3% | 334,647 | $23.8M |
| CHURCHILL MANAGEMENT Corp | 0.30% | Reduce -0.4% | 333,988 | $23.8M |
| National Bank of Canada | 0.03% | Reduce -18.4% | 326,120 | $23.2M |
| Cwm, LLC | 0.09% | Reduce -1.7% | 321,868 | $22.9M |
| Qube Research & Technologies Ltd | 0.04% | Add +60.8% | 321,220 | $22.9M |
| Zacks Investment Management | 0.21% | Add +3.4% | 318,842 | $22.7M |
| PhiloSmith Capital Corp | 5.68% | No change | 290,381 | $20.7M |
| Bank of Montreal | 0.01% | Reduce -19.4% | 279,234 | $19.9M |
| Pictet Asset Management Holding SA | 0.02% | Add +2.7% | 274,307 | $19.5M |
| Stephens Inc. | 0.28% | Reduce -4.2% | 268,695 | $19.1M |
| Sei Investments Co. | 0.02% | Add +0.6% | 264,317 | $18.8M |
| Royce & Associates LP | 0.20% | No change | 262,082 | $18.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -3.5% | 261,747 | $18.6M |
| Fairholme Capital Management | 1.53% | No change | 261,450 | $18.6M |
| Rockefeller Capital Management L.P. | 0.05% | Add +4.6% | 259,539 | $18.5M |
"% of holder's portfolio" is WRB's weight in each manager's 13F, not the share of WR Berkley Corp. the manager owns.