WR BerkleyWRB
13F holders, Q2 2025 (June 30)923holders +7
89new positions
81sold out
10famous investors
$73.41avg. 13F price*
At the end of Q2 2025, 923 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, up 7 from Q1 2025. 89 opened new positions and 81 sold out. The largest holders were Vanguard Group Inc. ($2.7B), BlackRock, Inc. ($1.9B) and State Street Corp. ($1.1B). 10 famous investors held it, including Bruce Berkowitz (1.6% 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 (Q2 2025)
- Sector
- Finance
- CUSIP
- 084423102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $383.0M |
| Exits | 81 | $161.9M |
All 13F filers, Q1 2025 → Q2 2025: 11,783,116 shares bought and 19,091,919 shares sold, net −7,308,803 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 923 holders
| Vanguard Group Inc. | 0.04% | Add +1.7% | 36,961,788 | $2.7B |
| BlackRock, Inc. | 0.04% | Add +4.5% | 25,235,034 | $1.9B |
| State Street Corp. | 0.04% | Reduce -1.5% | 14,771,509 | $1.1B |
| Morgan Stanley | 0.06% | Reduce -16.2% | 13,236,115 | $972.5M |
| Kayne Anderson Rudnick Investment Management LLC | 1.95% | Reduce -5.9% | 11,096,437 | $815.3M |
| Geode Capital Management, LLC | 0.04% | Add +3.7% | 8,189,248 | $599.3M |
| Janus Henderson Group PLC | 0.29% | Reduce -6.5% | 8,121,182 | $596.7M |
| JPMorgan Chase & Co. | 0.04% | Add +8.6% | 7,274,234 | $534.4M |
| Norges Bank | 0.05% | Add +5.3% | 5,007,772 | $367.9M |
| Principal Financial Group Inc. | 0.19% | Reduce -0.5% | 4,998,963 | $367.3M |
| Wells Fargo & Company | 0.07% | Reduce -1.0% | 4,066,136 | $298.7M |
| First Trust Advisors LP | 0.23% | Reduce -11.4% | 3,958,749 | $290.8M |
| Invesco Ltd. | 0.05% | Reduce -11.9% | 3,668,436 | $269.5M |
| Northern Trust Corp. | 0.03% | Reduce -4.8% | 3,081,155 | $226.4M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.1% | 3,053,867 | $224.3M |
| Polar Capital Holdings Plc | 1.13% | No change | 2,925,000 | $214.9M |
| Royal London Asset Management Ltd. | 0.46% | Add +4.6% | 2,738,612 | $201.2M |
| Bank of America Corp. | 0.02% | Reduce -23.0% | 2,683,600 | $197.2M |
| 1832 Asset Management L.P. | 0.34% | Reduce -2.1% | 2,634,811 | $193.6M |
| UBS Group AG | 0.04% | Add +0.2% | 2,614,241 | $192.1M |
| Balyasny Asset Management L.P. | 0.43% | New | 2,561,230 | $188.2M |
| Legal & General Group Plc | 0.04% | Add +8.7% | 2,086,028 | $153.3M |
| Manufacturers Life Insurance Company, The | 0.14% | Reduce -25.6% | 2,033,886 | $149.4M |
| Madison Asset Management, LLC | 1.47% | Add +0.6% | 1,853,872 | $136.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.4% | 1,847,961 | $135.8M |
| AQR Capital Management | 0.11% | Add +15.9% | 1,787,573 | $131.3M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.1% | 1,721,153 | $126.5M |
| Royal Bank of Canada | 0.02% | Reduce -1.3% | 1,646,032 | $120.9M |
| Chilton Investment Co. Inc. | 2.66% | Add +0.9% | 1,631,218 | $119.8M |
| Raymond James Financial Inc. | 0.04% | Reduce -4.6% | 1,411,918 | $103.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -9.4% | 1,379,376 | $101.3M |
| Barclays PLC | 0.04% | Add +13.2% | 1,376,318 | $101.1M |
| Truist Financial Corp. | 0.14% | Reduce -13.4% | 1,321,311 | $97.1M |
| EULAV Asset Management | 2.23% | Reduce -8.8% | 1,295,464 | $95.2M |
| Confluence Investment Management LLC | 1.31% | Reduce -3.0% | 1,264,289 | $92.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -23.2% | 1,185,436 | $87.1M |
| Anchor Capital Advisors LLC | 2.55% | Reduce -4.1% | 1,183,834 | $87.0M |
| HSBC Holdings PLC | 0.06% | Reduce -6.6% | 1,182,145 | $86.7M |
| California Public Employees Retirement System | 0.06% | Reduce -13.9% | 1,177,271 | $86.5M |
| Woodline Partners LP | 0.45% | Add +47.7% | 1,147,592 | $84.3M |
| Natixis Advisors, LLC | 0.13% | Add +14.8% | 1,124,723 | $82.6M |
| Dundas Partners LLP | 5.74% | No change | 1,123,310 | $82.5M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Reduce -21.3% | 1,074,551 | $78.9M |
| Maren Capital LLC | 4.67% | Add +0.1% | 1,055,472 | $77.5M |
| Brandes Investment Partners, LP | 0.68% | Reduce -6.3% | 1,025,919 | $75.4M |
| Victory Capital Management Inc. | 0.05% | Reduce -0.8% | 986,656 | $72.5M |
| Captrust Financial Advisors | 0.16% | Reduce -2.1% | 958,384 | $70.4M |
| Swiss National Bank | 0.04% | Add +6.8% | 917,762 | $67.4M |
| Deutsche Bank AG | 0.02% | Reduce -15.7% | 911,970 | $67.0M |
| Stifel Financial Corp. | 0.06% | Reduce -0.2% | 894,914 | $65.7M |
| Parnassus Investments, LLC | 0.15% | Reduce -8.6% | 894,317 | $65.7M |
| Freestone Grove Partners LP | 0.48% | New | 858,166 | $63.0M |
| Cornerstone Investment Partners, LLC | 2.46% | Add +1.9% | 758,882 | $55.8M |
| BloombergSen Inc. | 4.59% | Reduce -1.2% | 740,194 | $54.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +0.6% | 737,183 | $54.2M |
| Amundi | 0.02% | Reduce -34.8% | 755,252 | $53.4M |
| Danske Bank A/S | 0.13% | Reduce -10.4% | 695,885 | $51.1M |
| Coho Partners, Ltd. | 3.73% | Reduce -15.7% | 681,152 | $50.0M |
| Rhumbline Advisers | 0.04% | Add +0.6% | 657,032 | $48.3M |
| Nuveen, LLC | 0.01% | Add +3.5% | 642,779 | $47.2M |
| Mraz, Amerine & Associates, Inc. | 7.45% | Reduce -0.2% | 632,212 | $46.4M |
| Jacobs Levy Equity Management, Inc. | 0.18% | Reduce -26.4% | 608,771 | $44.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +9.1% | 581,807 | $42.7M |
| National Pension Service | 0.04% | Add +0.6% | 576,071 | $42.3M |
| TD Asset Management Inc | 0.03% | Reduce -6.9% | 555,641 | $40.8M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.59% | No change | 543,015 | $39.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.09% | Reduce -38.4% | 522,056 | $38.4M |
| American Century Companies Inc. | 0.02% | Reduce -25.7% | 472,810 | $34.7M |
| Schroder Investment Management Group | 0.03% | Reduce -7.9% | 457,902 | $33.6M |
| APG Asset Management N.V. | 0.10% | Reduce -6.9% | 527,072 | $33.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -82.5% | 444,927 | $32.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.8% | 436,730 | $32.1M |
| Public Employees Retirement Association of Colorado | 0.12% | No change | 424,591 | $31.2M |
| Wallington Asset Management, LLC | 4.20% | Add +1.0% | 406,789 | $29.9M |
| Holocene Advisors, LP | 0.07% | New | 403,112 | $29.6M |
| California State Teachers Retirement System | 0.03% | Reduce -6.2% | 399,516 | $29.4M |
| America First Investment Advisors, LLC | 5.65% | Reduce -6.7% | 385,565 | $28.3M |
| Caisse de depot et placement du Quebec | 0.06% | Add +12.6% | 380,259 | $27.9M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -32.7% | 359,626 | $26.4M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +1.1% | 359,233 | $26.4M |
| Cerity Partners LLC | 0.05% | Reduce -7.9% | 356,450 | $26.2M |
| Teacher Retirement System of Texas | 0.11% | Reduce -22.4% | 347,963 | $25.6M |
| Stansberry Asset Management, LLC | 2.85% | Reduce -21.1% | 336,222 | $24.7M |
| CHURCHILL MANAGEMENT Corp | 0.27% | Reduce -0.3% | 333,164 | $24.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -8.0% | 331,236 | $24.3M |
| LPL Financial LLC | 0.01% | Reduce -5.9% | 331,011 | $24.3M |
| Citigroup Inc. | 0.02% | Reduce -32.4% | 330,878 | $24.3M |
| Zacks Investment Management | 0.20% | Add +0.3% | 319,707 | $23.5M |
| BNP Paribas Financial Markets | 0.02% | Reduce -56.1% | 319,306 | $23.5M |
| State of Wisconsin Investment Board | 0.06% | Add +51.6% | 314,684 | $23.1M |
| National Bank of Canada | 0.02% | Reduce -5.2% | 309,292 | $22.7M |
| Cwm, LLC | 0.08% | Reduce -4.8% | 306,484 | $22.5M |
| Sei Investments Co. | 0.02% | Add +6.3% | 280,965 | $20.6M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 274,525 | $20.2M |
| Stephens Inc. | 0.27% | Add +0.7% | 270,524 | $19.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Add +0.1% | 262,128 | $19.3M |
| Fairholme Capital Management | 1.57% | No change | 261,450 | $19.2M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +19.1% | 260,876 | $19.2M |
| PhiloSmith Capital Corp | 5.32% | Reduce -10.3% | 260,381 | $19.1M |
| New York State Teachers Retirement System | 0.04% | Add +1.8% | 259,625 | $19.1M |
"% of holder's portfolio" is WRB's weight in each manager's 13F, not the share of WR Berkley Corp. the manager owns.