DaveManuel.com · Institutional Ownership · Who Owns It
BERKLEY W R CORP (WRB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
956
Reporting holders
$19.8B
Reported value
75.4%
Of shares outstanding
0.1%
Calls
0.0%
Puts
+28
Holder change
Institutions report 279,992,430 shares against 371,227,529 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Mitsui Sumitomo Insurance Co Ltd | $4.1B | 58,780,450 | 100.00% | 3q | HELD |
| BlackRock, Inc. | $1.5B | 21,934,626 | 0.02% | 8q | -5.8%-$94.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.3B | 18,690,969 | 0.03% | 2q | -1.2%-$16.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 14,550,971 | 0.05% | 2q | -1.4%-$14.1M |
| STATE STREET CORP | $1.0B | 14,126,628 | 0.03% | 31q | -1.9%-$19.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $588.5M | 8,268,721 | 0.03% | 31q | HELD |
| MORGAN STANLEY | $582.1M | 8,252,790 | 0.03% | 35q | -20.7%-$152.3M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $449.8M | 6,377,064 | 1.40% | 31q | -18.0%-$98.4M |
| Invesco Ltd. | $354.6M | 5,028,284 | 0.03% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $293.3M | 4,158,216 | 0.03% | 31q | +45.8%+$92.2M |
| DIMENSIONAL FUND ADVISORS LP | $285.1M | 4,041,846 | 0.05% | 31q | +7.3%+$19.3M |
| WELLS FARGO & COMPANY/MN | $262.4M | 3,720,958 | 0.04% | 31q | -1.8%-$4.8M |
| AQR CAPITAL MANAGEMENT LLC | $259.6M | 3,680,160 | 0.09% | 31q | +99.1%+$129.2M |
| FIRST TRUST ADVISORS LP | $255.7M | 3,624,858 | 0.15% | 31q | -8.8%-$24.5M |
| NORGES BANK | $222.1M | 3,148,633 | 0.02% | 32q | -49.3%-$216.2M |
| BANK OF AMERICA CORP /DE/ | $201.0M | 2,849,413 | 0.01% | 31q | -1.9%-$3.9M |
| UBS Group AG | $200.0M | 2,835,322 | 0.03% | 31q | -13.2%-$30.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $182.6M | 2,588,583 | 0.08% | 17q | +222.3%+$125.9M |
| NORTHERN TRUST CORP | $180.0M | 2,552,698 | 0.02% | 31q | -5.6%-$10.8M |
| 1832 Asset Management L.P. | $161.8M | 2,293,864 | 0.08% | 31q | HELD |
| JPMORGAN CHASE & CO | $153.0M | 2,154,477 | 0.01% | 31q | -34.2%-$79.5M |
| Polar Capital Holdings Plc | $150.2M | 2,130,000 | 0.35% | 23q | -6.4%-$10.2M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $149.2M | 2,115,249 | 0.27% | 28q | -7.4%-$11.9M |
| ANCHOR CAPITAL ADVISORS LLC | $146.0M | 2,070,700 | 2.05% | 26q | +82.6%+$66.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $144.0M | 2,041,622 | 0.03% | 31q | -6.2%-$9.4M |
| TWO SIGMA INVESTMENTS, LP | $142.0M | 2,013,358 | 0.10% | 24q | +637.5%+$122.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $135.2M | 1,917,449 | 0.02% | 31q | +0.8%+$1.1M |
| VANGUARD FIDUCIARY TRUST CO | $115.2M | 1,632,946 | 0.03% | 2q | -1.6%-$1.8M |
| Legal & General Group Plc | $112.8M | 1,599,505 | 0.02% | 31q | -14.5%-$19.2M |
| CITADEL ADVISORS LLC | $107.1M incl. $3.0M options CALL+PUT | 1,475,954 | 0.01% | 31q | +5.9%+$5.9M |
| Madison Asset Management, LLC | $105.6M | 1,497,784 | 1.26% | 27q | -7.5%-$8.5M |
| NATIXIS ADVISORS, LLC | $103.4M | 1,466,496 | 0.12% | 31q | +8.7%+$8.3M |
| PRINCIPAL FINANCIAL GROUP INC | $103.1M | 1,461,348 | 0.05% | 31q | -23.8%-$32.2M |
| FMR LLC | $102.0M | 1,446,808 | 0.00% | 31q | +4.1%+$4.1M |
| BARCLAYS PLC | $101.6M | 1,440,408 | 0.02% | 31q | +17.4%+$15.0M |
| Bank of New York Mellon Corp | $95.0M | 1,347,506 | 0.02% | 31q | -33.7%-$48.4M |
| CHILTON INVESTMENT CO INC. | $94.5M | 1,339,877 | 2.27% | 16q | -3.5%-$3.4M |
| Cornerstone Investment Partners, LLC | $94.2M | 1,336,146 | 3.15% | 12q | +26.9%+$20.0M |
| DEUTSCHE BANK AG\ | $92.1M | 1,305,627 | 0.03% | 34q | +14.1%+$11.3M |
| JONES FINANCIAL COMPANIES LLLP | $89.8M | 1,259,360 | 0.04% | 11q | +9.8%+$8.0M |
| ROYAL BANK OF CANADA | $88.7M | 1,257,518 | 0.01% | 31q | -3.0%-$2.8M |
| HSBC HOLDINGS PLC | $78.6M | 1,110,733 | 0.03% | 31q | +0.7%+$523.9K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $72.8M | 1,031,752 | 1.14% | 31q | -7.3%-$5.8M |
| RAYMOND JAMES FINANCIAL INC | $70.0M | 993,028 | 0.02% | 7q | -9.8%-$7.6M |
| BNP PARIBAS FINANCIAL MARKETS | $68.4M | 969,375 | 0.02% | 31q | +66.5%+$27.3M |
| JANE STREET GROUP, LLC | $66.6M incl. $4.8M options CALL+PUT | 875,704 | 0.01% | 14q | -13.7%-$10.5M |
| MILLENNIUM MANAGEMENT LLC | $66.0M | 936,192 | 0.02% | 31q | +103.9%+$33.6M |
| Bristol Gate Capital Partners Inc. | $64.7M | 918,030 | 4.51% | new | NEW |
| EULAV Asset Management | $63.9M | 906,464 | 2.04% | 31q | -26.3%-$22.9M |
| ENVESTNET ASSET MANAGEMENT INC | $58.6M | 830,557 | 0.01% | 31q | -7.3%-$4.6M |
| Cerity Partners LLC | $57.5M | 814,688 | 0.07% | 17q | +5.1%+$2.8M |
| PARNASSUS INVESTMENTS, LLC | $55.0M | 779,771 | 0.15% | 10q | -3.3%-$1.9M |
| Squarepoint Ops LLC | $53.0M | 751,280 | 0.06% | 17q | +1300.5%+$49.2M |
| CITIGROUP INC | $50.1M | 709,852 | 0.02% | 31q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $46.0M | 651,963 | 0.04% | 31q | +30.4%+$10.7M |
| Amundi | $45.7M | 647,848 | 0.01% | 21q | -10.2%-$5.2M |
| Mraz, Amerine & Associates, Inc. | $44.8M | 635,753 | 6.43% | 31q | +0.8%+$363.9K |
| Vanguard Global Advisers, LLC | $44.4M | 630,210 | 0.02% | 2q | -2.8%-$1.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $44.3M | 628,784 | 0.02% | 31q | +1.0%+$439.3K |
| STIFEL FINANCIAL CORP | $43.8M | 620,960 | 0.04% | 31q | -6.9%-$3.2M |
| Swiss National Bank | $42.8M | 607,262 | 0.02% | 31q | -16.2%-$8.3M |
| Nuveen, LLC | $40.9M | 580,231 | 0.01% | 6q | +10.8%+$4.0M |
| TUDOR INVESTMENT CORP ET AL | $40.3M | 571,238 | 0.06% | 4q | +34.0%+$10.2M |
| RHUMBLINE ADVISERS | $39.7M | 562,316 | 0.03% | 31q | -2.3%-$945.6K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $39.6M | 561,587 | 0.06% | 6q | +2899.8%+$38.3M |
| Caisse de depot et placement du Quebec | $39.3M | 556,725 | 0.06% | 17q | -15.5%-$7.2M |
| Sumitomo Mitsui Trust Group, Inc. | $37.0M | 525,095 | 0.02% | 31q | -6.9%-$2.7M |
| BRANDES INVESTMENT PARTNERS, LP | $36.4M | 516,132 | 0.26% | 14q | +0.6%+$205.6K |
| TRUIST FINANCIAL CORP | $33.1M | 468,920 | 0.04% | 27q | -18.1%-$7.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | $30.5M | 432,603 | 0.02% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $30.3M | 429,847 | 0.02% | 2q | +5.9%+$1.7M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $29.7M | 420,968 | 0.00% | 31q | -0.5%-$154.2K |
| California Public Employees Retirement System | $29.4M | 416,611 | 0.02% | 31q | -17.1%-$6.1M |
| Russell Investments Group, Ltd. | $29.4M | 415,808 | 0.03% | 31q | +2.1%+$616.1K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $29.0M | 411,605 | 0.03% | 18q | +114.3%+$15.5M |
| VICTORY CAPITAL MANAGEMENT INC | $29.0M | 411,560 | 0.02% | 31q | -12.9%-$4.3M |
| Dundas Partners LLP | $27.5M | 390,567 | 1.99% | 26q | HELD |
| Quantinno Capital Management LP | $27.5M | 389,863 | 0.03% | 15q | +48.1%+$8.9M |
| America First Investment Advisors, LLC | $27.1M | 383,605 | 5.02% | 31q | +0.9%+$230.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.7M | 377,811 | 0.04% | 12q | +240.8%+$18.9M |
| FRANKLIN RESOURCES INC | $26.4M | 374,673 | 0.01% | 31q | -4.7%-$1.3M |
| CIBC Asset Management Inc | $26.0M | 367,934 | 0.06% | 31q | +334.3%+$20.0M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $25.7M | 364,547 | 0.17% | 8q | +33.0%+$6.4M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $25.3M | 358,749 | 0.48% | 8q | +98.5%+$12.6M |
| APG Asset Management N.V. | $24.0M | 389,251 | 0.06% | 31q | -3.2%-$794.3K |
| ZACKS INVESTMENT MANAGEMENT | $23.5M | 333,691 | 0.17% | 8q | +1.6%+$372.3K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $22.5M | 318,375 | 0.02% | 31q | +2.8%+$617.8K |
| BANK OF NOVA SCOTIA | $22.3M | 316,642 | 0.03% | 24q | +2.0%+$434.9K |
| CREDIT AGRICOLE S A | $22.3M | 315,524 | 0.05% | 11q | +515.3%+$18.6M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $21.7M | 308,000 | 0.09% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21.3M incl. $9.4M options CALL+PUT | 168,196 | 0.00% | 31q | +44.3%+$6.5M |
| BANK OF MONTREAL /CAN/ | $21.2M | 299,915 | 0.01% | 31q | +21.3%+$3.7M |
| D. E. Shaw & Co., Inc. | $20.5M | 290,364 | 0.01% | 2q | +44.6%+$6.3M |
| BARLOW WEALTH PARTNERS, LLC | $19.3M | 271,315 | 2.09% | 10q | HELD |
| ALLIANCEBERNSTEIN L.P. | $19.1M | 288,882 | 0.01% | 31q | -1.4%-$264.7K |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | $19.0M | 269,218 | 0.09% | 30q | -13.4%-$2.9M |
| Rockefeller Capital Management L.P. | $18.7M | 265,691 | 0.03% | 31q | -4.6%-$903.4K |
| DANSKE BANK A/S | $18.3M | 260,160 | 0.04% | 10q | -4.4%-$846.4K |
| PhiloSmith Capital Corp | $18.3M | 259,381 | 4.97% | 20q | HELD |
| FAIRHOLME CAPITAL MANAGEMENT LLC | $18.1M | 256,350 | 1.21% | 13q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Capital Management | 4.4% |
| 2026-10-27 | 13G/A | BlackRock, Inc. | 4.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 306 | $632.5M | 9,281,915 | 35 | 86 | 93 | 0.0% |
| Q2 2026 | 956 | $19.8B | 279,992,430 | 110 | 317 | 311 | 0.1% |
| Q1 2026 | 928 | $18.5B | 278,949,514 | 82 | 222 | 402 | 0.1% |
| Q4 2025 | 955 | $20.1B | 286,213,485 | 84 | 278 | 335 | 0.1% |
| Q3 2025 | 933 | $19.3B | 250,159,598 | 92 | 282 | 343 | 0.1% |
| Q2 2025 | 925 | $18.9B | 256,702,783 | 87 | 320 | 321 | 0.1% |
| Q1 2025 | 919 | $18.7B | 262,396,527 | 117 | 306 | 308 | 0.1% |
| Q4 2024 | 876 | $15.3B | 262,097,652 | 77 | 310 | 234 | 0.1% |
| Q3 2024 | 802 | $15.3B | 267,873,265 | 99 | 254 | 268 | 0.1% |
| Q2 2024 | 757 | $14.3B | 182,546,641 | 70 | 268 | 220 | 0.4% |
| Q1 2024 | 775 | $18.5B | 209,671,080 | 93 | 253 | 236 | 0.2% |
| Q4 2023 | 728 | $13.8B | 194,684,989 | 88 | 233 | 217 | 0.1% |
| Q3 2023 | 667 | $11.1B | 174,157,579 | 67 | 210 | 217 | 0.1% |
| Q2 2023 | 657 | $10.4B | 174,371,507 | 61 | 200 | 257 | 0.1% |
| Q1 2023 | 693 | $11.3B | 183,017,504 | 82 | 236 | 227 | 0.0% |
| Q4 2022 | 716 | $13.2B | 182,212,565 | 82 | 231 | 242 | 0.0% |
| Q3 2022 | 645 | $35.7B | 553,263,925 | 73 | 234 | 212 | 0.0% |
| Q2 2022 | 645 | $37.2B | 544,719,331 | 100 | 214 | 192 | 0.0% |
| Q1 2022 | 598 | $36.7B | 550,819,509 | 94 | 185 | 195 | 0.0% |
| Q4 2021 | 562 | $29.8B | 361,898,869 | 62 | 161 | 161 | 0.0% |
| Q3 2021 | 503 | $27.8B | 380,661,566 | 33 | 172 | 145 | 0.0% |
| Q2 2021 | 518 | $16.2B | 218,512,715 | 58 | 155 | 156 | 0.0% |
| Q1 2021 | 499 | $16.1B | 213,781,065 | 63 | 148 | 173 | 0.0% |
| Q4 2020 | 494 | $23.5B | 353,660,626 | 66 | 145 | 144 | 0.0% |
| Q3 2020 | 447 | $22.9B | 375,476,907 | 54 | 126 | 151 | 0.0% |
| Q2 2020 | 445 | $20.6B | 360,188,417 | 59 | 112 | 186 | 0.0% |
| Q1 2020 | 441 | $25.0B | 478,962,885 | 46 | 147 | 154 | 0.0% |
| Q4 2019 | 485 | $20.5B | 296,787,955 | 77 | 129 | 163 | 0.0% |
| Q3 2019 | 436 | $27.9B | 386,373,245 | 60 | 120 | 143 | 0.0% |
| Q2 2019 | 409 | $23.3B | 354,208,888 | 54 | 113 | 143 | 0.0% |
| Q1 2019 | 397 | $20.0B | 236,479,244 | 33 | 114 | 131 | 0.0% |
| Q4 2018 | 398 | $21.9B | 296,573,939 | 8 | 8 | 6 | 0.0% |