WR BerkleyWRB

13F holders, Q1 2026 (March 31)
926holders −26
82new positions
104sold out
9famous investors
$66.28avg. 13F price*

At the end of Q1 2026, 926 institutions reported holding WR Berkley Corp. (WRB) in their 13F filings, down 26 from Q4 2025. 82 opened new positions and 104 sold out. The largest holders were Mitsui Sumitomo Insurance Co Ltd ($3.9B), BlackRock, Inc. ($1.5B) and Vanguard Capital Management LLC ($1.3B). 9 famous investors held it, including Bruce Berkowitz (1.1% of Fairholme Capital Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
WR Berkley Corp.
Filed as
BERKLEY W R CORP (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions82$83.7M
Exits104$116.4M

All 13F filers, Q4 2025 → Q1 2026: 19,422,529 shares bought and 17,899,429 shares sold, net +1,523,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 926 holders

Mitsui Sumitomo Insurance Co Ltd 100.00% Add +16.3% 58,780,450 $3.9B
BlackRock, Inc. 0.03% Reduce -7.1% 23,280,608 $1.5B
Vanguard Capital Management LLC 0.03% — 18,925,841 $1.3B
Vanguard Portfolio Management LLC 0.05% — 14,750,233 $977.6M
State Street Corp. 0.03% Reduce -3.4% 14,405,410 $954.8M
Morgan Stanley 0.04% Add +6.3% 10,412,465 $690.1M
Geode Capital Management, LLC 0.03% Reduce -1.4% 8,229,654 $549.2M
Kayne Anderson Rudnick Investment Management LLC 1.51% Reduce -10.8% 7,772,213 $515.1M
Invesco Ltd. 0.03% Add +2.8% 5,051,765 $334.8M
First Trust Advisors LP 0.19% Add +10.5% 3,972,929 $263.3M
Wells Fargo & Company 0.05% Reduce -5.0% 3,789,666 $251.2M
Dimensional Fund Advisors LP 0.05% Add +3.6% 3,768,180 $249.8M
JPMorgan Chase & Co. 0.01% Add +10.6% 3,273,964 $216.9M
UBS Group AG 0.04% Reduce -6.8% 3,267,776 $216.6M
Bank of America Corp. 0.01% Add +23.4% 2,904,522 $192.5M
Goldman Sachs Group Inc. 0.02% Add +3.5% 2,851,284 $189.0M
Northern Trust Corp. 0.02% Reduce -6.3% 2,705,395 $179.3M
Janus Henderson Group PLC 0.08% Reduce -30.9% 2,457,890 $162.9M
1832 Asset Management L.P. 0.20% Reduce -1.3% 2,293,921 $152.0M
Royal London Asset Management Ltd. 0.32% Reduce -18.1% 2,284,583 $151.4M
Polar Capital Holdings Plc 0.66% Reduce -7.0% 2,275,000 $150.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -2.0% 2,175,492 $144.2M
Bank of New York Mellon Corp 0.02% Reduce -7.6% 2,033,932 $134.8M
Principal Financial Group Inc. 0.07% Reduce -29.1% 1,918,380 $127.2M
Charles Schwab Investment Management Inc. 0.02% Add +1.3% 1,901,305 $126.0M
Legal & General Group Plc 0.03% Reduce -9.2% 1,871,044 $124.0M
AQR Capital Management 0.06% Add +6.9% 1,848,105 $122.5M
Vanguard Fiduciary Trust Co. 0.03% — 1,658,869 $109.9M
Madison Asset Management, LLC 1.33% Reduce -6.1% 1,618,906 $107.3M
Citadel Advisors 0.07% Add +1142.0% 1,394,141 $92.4M
FMR LLC 0.00% Add +9.4% 1,389,362 $92.1M
Chilton Investment Co. Inc. 2.16% Reduce -15.2% 1,388,792 $92.0M
Natixis Advisors, LLC 0.12% Add +16.3% 1,348,958 $89.4M
Royal Bank of Canada 0.02% Reduce -17.2% 1,296,875 $86.0M
EULAV Asset Management 2.61% Reduce -5.0% 1,230,464 $81.6M
Barclays PLC 0.03% Add +17.4% 1,227,343 $81.3M
Deutsche Bank AG 0.03% Add +32.0% 1,144,757 $75.9M
Anchor Capital Advisors LLC 2.14% Add +0.7% 1,133,890 $75.2M
Jones Financial Companies LLLP 0.04% Add +15193.4% 1,147,307 $74.3M
Confluence Investment Management LLC 1.15% Reduce -5.8% 1,113,400 $73.8M
HSBC Holdings PLC 0.04% Reduce -36.4% 1,103,332 $73.2M
Raymond James Financial Inc. 0.02% Reduce -7.7% 1,100,375 $72.9M
Cornerstone Investment Partners, LLC 2.93% Reduce -4.3% 1,052,504 $69.8M
Jane Street Group, LLC 0.07% Add +5849.1% 1,014,135 $67.2M
Envestnet Asset Management Inc. 0.02% Reduce -2.3% 896,168 $59.4M
Parnassus Investments, LLC 0.16% Add +1.6% 806,103 $53.4M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -22.7% 803,150 $53.2M
PFA Pension, Forsikringsaktieselskab 0.16% Reduce -14.1% 791,287 $52.4M
Cerity Partners LLC 0.07% Add +3.7% 775,409 $51.4M
Swiss National Bank 0.03% Reduce -12.8% 724,962 $48.1M
Amundi 0.01% Reduce -10.3% 721,040 $47.8M
Citigroup Inc. 0.03% Add +31.8% 707,114 $46.9M
Stifel Financial Corp. 0.04% Reduce -5.2% 666,729 $44.2M
Caisse de depot et placement du Quebec 0.07% Reduce -3.9% 658,590 $43.7M
BloombergSen Inc. 4.88% Reduce -3.3% 657,260 $43.6M
Vanguard Global Advisers, LLC 0.02% — 648,408 $43.0M
Mraz, Amerine & Associates, Inc. 6.16% Reduce -0.4% 630,593 $41.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Reduce -1.8% 622,556 $41.3M
BNP Paribas Financial Markets 0.03% Add +0.1% 582,155 $38.6M
Rhumbline Advisers 0.03% Reduce -7.1% 575,722 $38.2M
Truist Financial Corp. 0.05% Reduce -16.5% 572,234 $37.9M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -21.4% 563,768 $37.4M
Nuveen, LLC 0.01% Reduce -12.8% 523,817 $34.7M
Brandes Investment Partners, LP 0.24% Reduce -37.3% 513,217 $34.0M
Maren Capital LLC 1.75% Reduce -5.9% 504,611 $33.4M
California Public Employees Retirement System 0.02% Reduce -35.0% 502,561 $33.3M
Manufacturers Life Insurance Company, The 0.03% Add +4.0% 499,839 $33.1M
Victory Capital Management Inc. 0.02% Reduce -12.8% 472,302 $31.3M
Millennium Management 0.02% Add +1203.2% 459,227 $30.4M
Tudor Investment Corporation 0.15% Add +468.4% 426,345 $28.3M
SG Americas Securities, LLC 0.03% Add +23.6% 425,134 $28.2M
T. Rowe Price Associates Inc. 0.00% Reduce -1.2% 423,154 $28.0M
Russell Investments Group, Ltd. 0.03% Reduce -12.2% 407,085 $27.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% — 405,822 $26.9M
Franklin Resources Inc. 0.01% Add +47.2% 393,082 $26.1M
Dundas Partners LLP 2.06% Reduce -66.4% 390,567 $25.9M
America First Investment Advisors, LLC 4.70% Add +0.3% 380,335 $25.2M
Aware Super Pty Ltd as trustee of Aware Super 0.37% — 364,949 $24.2M
APG Asset Management N.V. 0.07% Reduce -10.1% 402,127 $23.1M
Zacks Investment Management 0.17% Reduce -2.5% 328,412 $21.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% Add +59.7% 311,018 $20.6M
Bank of Nova Scotia 0.04% Reduce -9.7% 310,476 $20.6M
Alliancebernstein L.P. 0.01% Reduce -10.5% 292,875 $20.5M
California State Teachers Retirement System 0.02% Reduce -19.3% 309,615 $20.5M
Wallington Asset Management, LLC 2.72% Reduce -3.0% 308,444 $20.4M
Cwm, LLC 0.05% Reduce -4.8% 280,114 $18.6M
Rockefeller Capital Management L.P. 0.03% Reduce -1.3% 278,500 $18.5M
Silvercrest Asset Management Group LLC 0.13% Reduce -2.0% 274,047 $18.2M
Two Sigma Investments, LP 0.02% Add +928.1% 272,989 $18.1M
Barlow Wealth Partners, LLC 2.01% Add +0.2% 270,284 $18.1M
Danske Bank A/S 0.04% Reduce -46.5% 272,160 $18.0M
Quantinno Capital Management LP 0.03% Add +8.3% 263,179 $17.4M
PhiloSmith Capital Corp 4.92% No change 260,381 $17.3M
Storebrand Asset Management As 0.05% Reduce -13.9% 258,261 $17.1M
New York State Teachers Retirement System 0.03% Reduce -4.2% 257,232 $17.0M
Fairholme Capital Management 1.12% Reduce -1.5% 256,350 $17.0M
State Board of Administration of Florida Retirement System 0.03% Reduce -5.1% 253,463 $16.8M
Aviva PLC 0.03% Reduce -0.6% 249,409 $16.5M
Bank of Montreal 0.01% Reduce -4.9% 247,229 $16.4M
Illinois Municipal Retirement Fund 0.21% Reduce -2.1% 245,499 $16.3M

"% 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 926 holders