WR BerkleyWRB
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $96.9M |
| Exits | 95 | $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.