WR BerkleyWRB
13F holders, Q3 2025 (September 30)934holders +11
91new positions
78sold out
11famous investors
$77.18avg. 13F price*
At the end of Q3 2025, 934 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, up 11 from Q2 2025. 91 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($2.8B), BlackRock, Inc. ($1.9B) and State Street Corp. ($1.1B). 11 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 Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- WR Berkley Corp.
- Filed as
- BERKLEY W R CORP (Q3 2025)
- Sector
- Finance
- CUSIP
- 084423102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $742.3M |
| Exits | 78 | $185.3M |
All 13F filers, Q2 2025 → Q3 2025: 16,198,966 shares bought and 20,101,690 shares sold, net −3,902,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 934 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.6% | 36,723,753 | $2.8B |
| BlackRock, Inc. | 0.03% | Reduce -1.8% | 24,774,770 | $1.9B |
| State Street Corp. | 0.04% | Add +1.0% | 14,921,114 | $1.1B |
| Morgan Stanley | 0.05% | Reduce -10.8% | 11,804,567 | $904.5M |
| Kayne Anderson Rudnick Investment Management LLC | 1.77% | Reduce -14.4% | 9,494,438 | $727.5M |
| Jefferies Financial Group Inc. | 6.47% | New | 8,911,719 | $682.8M |
| Geode Capital Management, LLC | 0.04% | Add +1.9% | 8,344,255 | $640.3M |
| Janus Henderson Group PLC | 0.24% | Reduce -14.6% | 6,939,946 | $531.7M |
| Principal Financial Group Inc. | 0.20% | Add +4.8% | 5,241,509 | $401.6M |
| JPMorgan Chase & Co. | 0.02% | Reduce -32.5% | 4,913,540 | $376.5M |
| Invesco Ltd. | 0.06% | Add +33.4% | 4,892,799 | $374.9M |
| First Trust Advisors LP | 0.24% | Add +6.6% | 4,220,936 | $323.4M |
| Wells Fargo & Company | 0.06% | Reduce -4.0% | 3,905,144 | $299.2M |
| Dimensional Fund Advisors LP | 0.06% | Add +21.5% | 3,711,425 | $284.3M |
| Northern Trust Corp. | 0.03% | Reduce -2.2% | 3,013,045 | $230.9M |
| Royal London Asset Management Ltd. | 0.46% | Add +0.9% | 2,763,648 | $211.8M |
| Polar Capital Holdings Plc | 1.02% | Reduce -6.0% | 2,750,000 | $210.7M |
| UBS Group AG | 0.04% | Reduce -0.6% | 2,599,767 | $199.2M |
| Bank of America Corp. | 0.01% | Reduce -4.2% | 2,571,057 | $197.0M |
| Corient Private Wealth LP | 0.30% | Add +219.1% | 500,726 | $190.4M |
| 1832 Asset Management L.P. | 0.31% | Reduce -9.0% | 2,397,170 | $183.7M |
| Legal & General Group Plc | 0.04% | Add +2.3% | 2,134,565 | $163.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.5% | 1,857,890 | $142.4M |
| Madison Asset Management, LLC | 1.55% | Reduce -1.2% | 1,831,084 | $140.3M |
| Bank of New York Mellon Corp | 0.02% | Add +0.8% | 1,735,347 | $133.0M |
| Royal Bank of Canada | 0.02% | Add +3.4% | 1,701,715 | $130.4M |
| Chilton Investment Co. Inc. | 2.59% | Add +1.6% | 1,657,149 | $127.0M |
| AQR Capital Management | 0.08% | Reduce -7.8% | 1,648,913 | $126.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +36.2% | 1,614,034 | $123.7M |
| Raymond James Financial Inc. | 0.03% | Reduce -6.4% | 1,321,830 | $101.3M |
| EULAV Asset Management | 2.31% | No change | 1,295,464 | $99.3M |
| Truist Financial Corp. | 0.13% | Reduce -2.6% | 1,287,224 | $98.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -8.9% | 1,257,195 | $96.3M |
| Confluence Investment Management LLC | 1.35% | Reduce -2.6% | 1,231,537 | $94.4M |
| Natixis Advisors, LLC | 0.14% | Add +9.0% | 1,225,763 | $93.9M |
| Barclays PLC | 0.03% | Reduce -13.3% | 1,192,672 | $91.4M |
| Dundas Partners LLP | 6.39% | Add +5.2% | 1,181,601 | $90.5M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -42.2% | 1,174,908 | $90.0M |
| Anchor Capital Advisors LLC | 2.56% | Reduce -2.6% | 1,153,341 | $88.4M |
| California Public Employees Retirement System | 0.05% | Reduce -4.9% | 1,119,552 | $85.8M |
| Balyasny Asset Management L.P. | 0.17% | Reduce -57.8% | 1,081,962 | $82.9M |
| Maren Capital LLC | 4.54% | Add +0.8% | 1,063,825 | $81.5M |
| Brandes Investment Partners, LP | 0.61% | Reduce -3.6% | 988,836 | $75.8M |
| Cornerstone Investment Partners, LLC | 3.09% | Add +27.3% | 965,942 | $74.0M |
| Captrust Financial Advisors | 0.15% | Reduce -0.5% | 953,454 | $73.1M |
| Deutsche Bank AG | 0.02% | Add +3.5% | 943,716 | $72.3M |
| Swiss National Bank | 0.04% | Reduce -4.7% | 874,762 | $67.0M |
| Parnassus Investments, LLC | 0.15% | Reduce -3.8% | 860,766 | $66.0M |
| HSBC Holdings PLC | 0.04% | Reduce -28.1% | 850,541 | $65.0M |
| Stifel Financial Corp. | 0.06% | Reduce -6.0% | 841,656 | $64.5M |
| BloombergSen Inc. | 4.76% | Reduce -1.0% | 732,567 | $56.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -1.1% | 728,744 | $55.8M |
| Victory Capital Management Inc. | 0.03% | Reduce -33.0% | 660,696 | $50.6M |
| Rhumbline Advisers | 0.04% | Add +0.3% | 658,775 | $50.5M |
| Mraz, Amerine & Associates, Inc. | 7.45% | Reduce -1.3% | 624,209 | $47.8M |
| Nuveen, LLC | 0.01% | Reduce -6.4% | 601,851 | $46.1M |
| National Pension Service | 0.04% | Add +4.2% | 600,522 | $46.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +1.9% | 593,119 | $45.4M |
| Amundi | 0.01% | Reduce -22.5% | 585,055 | $45.0M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Reduce -47.0% | 569,426 | $43.6M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.57% | No change | 543,015 | $41.6M |
| Freestone Grove Partners LP | 0.29% | Reduce -41.7% | 500,158 | $38.3M |
| BNP Paribas Financial Markets | 0.03% | Add +48.5% | 474,064 | $36.3M |
| Danske Bank A/S | 0.09% | Reduce -32.7% | 468,269 | $35.9M |
| Schroder Investment Management Group | 0.03% | Reduce -2.8% | 445,267 | $33.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.5% | 438,818 | $33.6M |
| Cerity Partners LLC | 0.05% | Add +20.9% | 430,889 | $33.0M |
| APG Asset Management N.V. | 0.09% | Reduce -4.0% | 505,881 | $33.0M |
| Public Employees Retirement Association of Colorado | 0.12% | No change | 424,591 | $32.5M |
| TD Asset Management Inc | 0.03% | Reduce -27.1% | 405,061 | $31.0M |
| Citigroup Inc. | 0.02% | Add +19.4% | 395,036 | $30.3M |
| Coho Partners, Ltd. | 3.81% | Reduce -43.1% | 387,851 | $29.7M |
| Holocene Advisors, LP | 0.07% | Reduce -4.0% | 386,864 | $29.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.08% | Reduce -25.1% | 391,136 | $29.4M |
| America First Investment Advisors, LLC | 5.40% | Reduce -1.5% | 379,648 | $29.1M |
| California State Teachers Retirement System | 0.03% | Reduce -6.2% | 374,759 | $28.7M |
| Alliancebernstein L.P. | 0.01% | Add +7.5% | 356,257 | $27.3M |
| Zacks Investment Management | 0.21% | Add +6.0% | 338,745 | $26.0M |
| Wallington Asset Management, LLC | 3.16% | Reduce -21.7% | 318,468 | $24.4M |
| Caisse de depot et placement du Quebec | 0.04% | Reduce -16.4% | 317,944 | $24.4M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -12.8% | 313,705 | $24.0M |
| Stansberry Asset Management, LLC | 2.53% | Reduce -7.1% | 312,205 | $23.9M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -14.9% | 305,774 | $23.4M |
| Cwm, LLC | 0.07% | Reduce -0.3% | 305,711 | $23.4M |
| American Century Companies Inc. | 0.01% | Reduce -36.3% | 301,409 | $23.1M |
| FMR LLC | 0.00% | Add +51.2% | 288,627 | $22.1M |
| Silvercrest Asset Management Group LLC | 0.14% | Add +46.6% | 277,146 | $21.2M |
| State of Wisconsin Investment Board | 0.05% | Reduce -12.3% | 276,130 | $21.2M |
| Stephens Inc. | 0.26% | Reduce -0.6% | 268,998 | $20.6M |
| New York State Teachers Retirement System | 0.04% | Add +3.5% | 268,586 | $20.6M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +1.2% | 264,103 | $20.1M |
| Fairholme Capital Management | 1.62% | No change | 261,450 | $20.0M |
| PhiloSmith Capital Corp | 5.54% | No change | 260,381 | $20.0M |
| Barlow Wealth Partners, LLC | 2.22% | Add +1.8% | 265,705 | $19.9M |
| Teacher Retirement System of Texas | 0.08% | Reduce -26.3% | 256,516 | $19.7M |
| LPL Financial LLC | 0.01% | Reduce -22.9% | 255,280 | $19.6M |
| Sei Investments Co. | 0.02% | Reduce -9.5% | 254,168 | $19.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +4.1% | 253,102 | $19.4M |
| National Bank of Canada | 0.02% | Reduce -18.8% | 251,182 | $19.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -5.4% | 247,971 | $19.0M |
"% of holder's portfolio" is WRB's weight in each manager's 13F, not the share of WR Berkley Corp. the manager owns.