WR BerkleyWRB

13F holders, Q4 2025 (December 31)
952holders +18
79new positions
95sold out
9famous investors
$70.11avg. 13F price*

At the end of Q4 2025, 952 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, up 18 from Q3 2025. 79 opened new positions and 95 sold out. The largest holders were Mitsui Sumitomo Insurance Co Ltd ($3.5B), Vanguard Group Inc. ($2.6B) and BlackRock, Inc. ($1.8B). 9 famous investors held it, including Bruce Berkowitz (1.3% of Fairholme Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
WR Berkley Corp.
Filed as
BERKLEY W R CORP (Q4 2025)
Sector
Finance
CUSIP
084423102
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 771Q1 2024Q2 2024: 757Q2 2024Q3 2024: 799Q3 2024Q4 2024: 876Q4 2024Q1 2025: 916Q1 2025Q2 2025: 923Q2 2025Q3 2025: 934Q3 2025Q4 2025: 952Q4 2025Q1 2026: 926Q1 2026Q2 2026: 953Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions79$96.9M
Exits95$802.0M

All 13F filers, Q3 2025 → Q4 2025: 13,167,391 shares bought and 31,690,963 shares sold, net −18,523,572 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 952 holders

Mitsui Sumitomo Insurance Co Ltd 100.00% — 50,526,511 $3.5B
Vanguard Group Inc. 0.04% Add +0.8% 37,033,581 $2.6B
BlackRock, Inc. 0.03% Add +1.1% 25,060,489 $1.8B
State Street Corp. 0.04% Reduce -0.0% 14,916,433 $1.0B
Morgan Stanley 0.04% Reduce -17.0% 9,798,358 $687.1M
Kayne Anderson Rudnick Investment Management LLC 1.64% Reduce -8.3% 8,709,181 $610.7M
Geode Capital Management, LLC 0.04% Add +0.1% 8,348,791 $587.0M
Norges Bank 0.05% — 6,214,380 $435.8M
Invesco Ltd. 0.03% Add +0.4% 4,913,337 $344.5M
Wells Fargo & Company 0.05% Add +2.2% 3,990,309 $279.8M
Dimensional Fund Advisors LP 0.05% Reduce -2.0% 3,638,379 $255.1M
First Trust Advisors LP 0.18% Reduce -14.8% 3,595,187 $252.1M
Janus Henderson Group PLC 0.11% Reduce -48.7% 3,557,807 $249.5M
UBS Group AG 0.05% Add +34.9% 3,505,867 $245.8M
JPMorgan Chase & Co. 0.01% Reduce -39.8% 2,959,888 $207.5M
Northern Trust Corp. 0.03% Reduce -4.1% 2,888,270 $202.5M
Royal London Asset Management Ltd. 0.41% Add +1.0% 2,790,374 $195.7M
Goldman Sachs Group Inc. 0.03% Add +70.8% 2,756,154 $193.3M
Principal Financial Group Inc. 0.10% Reduce -48.3% 2,707,852 $189.9M
Polar Capital Holdings Plc 0.78% Reduce -11.1% 2,445,000 $171.4M
Bank of America Corp. 0.01% Reduce -8.4% 2,353,962 $165.1M
1832 Asset Management L.P. 0.21% Reduce -3.1% 2,323,657 $162.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +35572.5% 2,219,902 $155.7M
Bank of New York Mellon Corp 0.03% Add +26.9% 2,201,848 $154.4M
Legal & General Group Plc 0.03% Reduce -3.5% 2,060,831 $144.5M
Charles Schwab Investment Management Inc. 0.02% Add +1.0% 1,876,963 $131.6M
HSBC Holdings PLC 0.07% Add +104.1% 1,735,958 $121.9M
AQR Capital Management 0.06% Add +4.9% 1,729,041 $121.2M
Madison Asset Management, LLC 1.39% Reduce -5.8% 1,724,598 $120.9M
Chilton Investment Co. Inc. 2.40% Reduce -1.1% 1,638,327 $114.9M
Royal Bank of Canada 0.02% Reduce -7.9% 1,567,025 $109.9M
EULAV Asset Management 2.42% No change 1,295,464 $90.8M
FMR LLC 0.00% Add +339.9% 1,269,533 $89.0M
Raymond James Financial Inc. 0.03% Reduce -9.8% 1,192,060 $83.6M
Confluence Investment Management LLC 1.24% Reduce -4.1% 1,181,506 $82.8M
Dundas Partners LLP 5.74% Reduce -1.7% 1,161,472 $81.4M
Natixis Advisors, LLC 0.12% Reduce -5.4% 1,159,767 $81.3M
Anchor Capital Advisors LLC 2.29% Reduce -2.3% 1,126,351 $79.0M
Cornerstone Investment Partners, LLC 2.99% Add +13.8% 1,099,746 $77.1M
Barclays PLC 0.03% Reduce -12.3% 1,045,669 $73.3M
Arrowstreet Capital, Limited Partnership 0.04% Add +82.4% 1,038,877 $72.8M
Captrust Financial Advisors 0.13% Reduce -0.6% 948,168 $66.5M
PFA Pension, Forsikringsaktieselskab 0.19% — 921,372 $65.2M
Envestnet Asset Management Inc. 0.02% Reduce -27.0% 917,610 $64.3M
Deutsche Bank AG 0.02% Reduce -8.1% 867,184 $60.8M
Swiss National Bank 0.03% Reduce -5.0% 831,462 $58.3M
Brandes Investment Partners, LP 0.44% Reduce -17.3% 817,992 $57.4M
Amundi 0.02% Add +37.4% 804,001 $56.4M
Parnassus Investments, LLC 0.14% Reduce -7.8% 793,698 $55.7M
California Public Employees Retirement System 0.03% Reduce -30.9% 773,307 $54.2M
Cerity Partners LLC 0.08% Add +73.5% 747,731 $52.4M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -1.6% 717,356 $50.3M
Stifel Financial Corp. 0.04% Reduce -16.5% 703,016 $49.3M
Caisse de depot et placement du Quebec 0.08% Add +115.5% 685,153 $48.0M
Truist Financial Corp. 0.06% Reduce -46.8% 684,961 $48.0M
BloombergSen Inc. 5.03% Reduce -7.2% 679,920 $47.7M
Mraz, Amerine & Associates, Inc. 6.60% Add +1.4% 633,285 $44.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +6.9% 634,244 $44.0M
Rhumbline Advisers 0.04% Reduce -5.9% 619,832 $43.5M
Nuveen, LLC 0.01% Reduce -0.2% 600,639 $42.1M
BNP Paribas Financial Markets 0.03% Add +22.6% 581,456 $40.8M
Victory Capital Management Inc. 0.02% Reduce -18.0% 541,916 $38.0M
Maren Capital LLC 2.02% Reduce -49.6% 536,470 $37.6M
Citigroup Inc. 0.03% Add +35.8% 536,374 $37.6M
Danske Bank A/S 0.08% Add +8.7% 508,907 $35.7M
Manufacturers Life Insurance Company, The 0.03% Reduce -59.1% 480,369 $33.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Add +22.5% 479,097 $33.6M
Russell Investments Group, Ltd. 0.04% Add +47.8% 463,568 $32.6M
T. Rowe Price Associates Inc. 0.00% Reduce -2.4% 428,246 $30.0M
California State Teachers Retirement System 0.03% Add +2.3% 383,530 $26.9M
APG Asset Management N.V. 0.08% Reduce -11.6% 447,218 $26.7M
America First Investment Advisors, LLC 4.84% Reduce -0.1% 379,387 $26.6M
American Century Companies Inc. 0.01% Add +22.2% 368,310 $25.8M
Arbejdsmarkedets Tillaegspension 0.62% — 347,460 $24.4M
SG Americas Securities, LLC 0.03% Add +1332.7% 344,040 $24.1M
Bank of Nova Scotia 0.04% Add +240.8% 343,803 $24.1M
Public Employees Retirement Association of Colorado 0.09% Reduce -19.9% 340,191 $23.9M
Zacks Investment Management 0.19% Reduce -0.6% 336,823 $23.6M
Alliancebernstein L.P. 0.01% Reduce -8.1% 327,364 $23.0M
Wallington Asset Management, LLC 2.83% Reduce -0.2% 317,865 $22.3M
Stansberry Asset Management, LLC 2.16% Reduce -3.5% 301,143 $21.1M
Storebrand Asset Management As 0.06% Add +42.4% 299,818 $21.0M
LPL Financial LLC 0.01% Add +16.9% 298,409 $20.9M
ExodusPoint Capital Management, LP 0.23% New 298,363 $20.9M
Cwm, LLC 0.06% Reduce -3.8% 294,091 $20.6M
Rockefeller Capital Management L.P. 0.04% Add +15.6% 282,266 $19.8M
Gotham Asset Management 0.07% Add +32.6% 281,125 $19.7M
Silvercrest Asset Management Group LLC 0.13% Add +0.9% 279,787 $19.6M
Stephens Inc. 0.24% Add +1.9% 274,015 $19.2M
New York State Teachers Retirement System 0.04% Reduce -0.0% 268,505 $18.8M
State Board of Administration of Florida Retirement System 0.03% Reduce -12.6% 267,114 $18.7M
Franklin Resources Inc. 0.00% Add +55.8% 267,094 $18.7M
Barlow Wealth Partners, LLC 1.99% Add +1.5% 269,657 $18.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Add +0.1% 253,401 $18.3M
PhiloSmith Capital Corp 5.02% No change 260,381 $18.3M
Fairholme Capital Management 1.27% Reduce -0.5% 260,150 $18.2M
Bank of Montreal 0.01% Add +5.6% 259,946 $18.2M
Aviva PLC 0.03% Add +6.2% 250,933 $17.6M
Illinois Municipal Retirement Fund 0.22% Add +17.8% 250,676 $17.6M
CANADA LIFE ASSURANCE Co 0.03% Reduce -6.6% 246,555 $17.3M

"% of holder's portfolio" is WRB's weight in each manager's 13F, not the share of WR Berkley Corp. the manager owns.

Show all 952 holders