Security Snapshot

BERKLEY W R CORP - Common Stock, par value $0.20 per share (WRB) Institutional Ownership

CUSIP: 084423102

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

509

Shares (Excl. Options)

62,209,055

Price

$70.53

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-3,904,564
Value change
-$273,061,536
Number of holders
509
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
372,252,918
SEC-reported price per share
$70.53
Insider filing price
$70.53
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • WRB - BERKLEY W R CORP - Common Stock, par value $0.20 per share is tracked under CUSIP 084423102.
  • 509 institutions reported positions in Q2 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 920 to 509 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $18,487,825,108 to $4,397,083,127.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 509 institutions filings for Q2 2026.

Open SEC evidence

Security key

084423102

Latest holder period

Q2 2026

13F holders

509

13D/G owners

4

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
WRB
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BERKLEY WILLIAM R JR 26% $6,739,658,062 95,557,324 W. Robert Berkley, Jr. 17 Jul 2026
BERKLEY WILLIAM R 26% +1.5% $6,835,728,842 95,551,144 0% William R. Berkley 04 Mar 2026
MITSUI SUMITOMO INSURANCE CO LTD 16% +0.62% $3,846,004,844 58,780,450 0% Mitsui Sumitomo Insurance Co., Ltd. 03 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC 5.8% $1,440,450,117 21,732,802 Vanguard Capital Management 31 Mar 2026

As of 30 Jun 2026, 509 institutional investors reported holding 62,209,055 shares of BERKLEY W R CORP - Common Stock, par value $0.20 per share (WRB). This represents 17% of the company’s total 372,252,918 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
14%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 5.9% 21,934,626 -5.8% 0.02% $1,547,049,191
STATE STREET CORP 3.8% 14,126,628 -1.9% 0.03% $1,004,668,877
PRINCIPAL FINANCIAL GROUP INC 0.39% 1,461,348 -24% 0.05% $103,071,273
Bank of New York Mellon Corp 0.36% 1,347,506 -34% 0.02% $95,039,623
Cornerstone Investment Partners, LLC 0.36% 1,336,146 +27% 3.2% $94,238,377
DEUTSCHE BANK AG\ 0.35% 1,305,627 +14% 0.03% $92,085,873
ANCHOR CAPITAL ADVISORS LLC 0.28% 1,035,350 -8.7% 2.1% $73,023,238
CONFLUENCE INVESTMENT MANAGEMENT LLC 0.28% 1,031,752 -7.3% 1.1% $72,769,459
EULAV Asset Management 0.24% 906,464 -26% 2% $63,932,906
ENVESTNET ASSET MANAGEMENT INC 0.22% 830,557 -7.3% 0.01% $58,579,174
PARNASSUS INVESTMENTS, LLC 0.21% 779,771 -3.3% 0.15% $54,997,249
CITIGROUP INC 0.19% 709,852 +0.39% 0.02% $50,065,858
Mraz, Amerine & Associates, Inc. 0.17% 635,753 +0.82% 6.4% $44,839,667
Mitsubishi UFJ Asset Management Co., Ltd. 0.17% 628,784 +1% 0.02% $44,348,190
Sumitomo Mitsui Trust Group, Inc. 0.14% 525,095 -6.9% 0.02% $37,034,950
TRUIST FINANCIAL CORP 0.13% 468,920 -18% 0.04% $33,072,957
Russell Investments Group, Ltd. 0.11% 415,808 +2.1% 0.03% $29,369,895
VICTORY CAPITAL MANAGEMENT INC 0.11% 411,560 -13% 0.02% $29,027,327
America First Investment Advisors, LLC 0.1% 383,605 +0.86% 5% $27,055,661
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.1% 377,811 +241% 0.05% $26,678,043
CIBC Asset Management Inc 0.1% 367,934 +334% 0.06% $25,950,385
BARLOW WEALTH PARTNERS, LLC 0.07% 271,315 +0.38% 2.2% $19,339,310
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 0.07% 269,218 -13% 0.09% $18,987,946
PhiloSmith Capital Corp 0.07% 259,381 -0.38% 5% $18,294,143
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.07% 249,342 -3.1% 0.03% $17,586,000

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 62,209,055 $4,397,083,127 -$273,061,536 $70.53 509
2026 Q1 278,925,458 $18,487,825,108 -$356,446,463 $66.28 920
2025 Q4 284,305,965 $19,934,297,638 -$892,658,557 $70.12 943
2025 Q3 244,318,417 $18,710,993,140 -$716,027,191 $76.62 918
2025 Q2 254,536,404 $18,686,757,069 -$149,116,870 $73.47 910
2025 Q1 257,292,485 $18,301,513,349 -$84,423,696 $71.16 901
2024 Q4 261,201,054 $15,282,336,353 +$11,840,798 $58.52 863
2024 Q3 257,666,567 $14,610,619,816 +$4,069,018,248 $56.73 782
2024 Q2 172,270,942 $13,523,820,184 -$183,054,042 $78.58 715
2024 Q1 177,792,698 $15,696,135,878 +$89,117,991 $88.44 753
2023 Q4 177,087,428 $12,509,528,867 +$187,304,817 $70.72 719
2023 Q3 173,557,239 $11,026,700,461 -$7,776,725 $63.49 660
2023 Q2 173,712,681 $10,338,961,461 -$401,727,413 $59.56 649
2023 Q1 179,596,816 $11,171,670,237 -$108,727,332 $62.26 680
2022 Q4 181,858,021 $13,197,305,485 +$462,921,439 $72.57 709
2022 Q3 184,861,142 $11,946,372,437 +$116,018,039 $64.58 656
2022 Q2 183,998,325 $12,556,999,643 +$208,361,780 $68.26 653
2022 Q1 180,465,440 $11,997,872,310 +$3,856,834,018 $66.59 597
2021 Q4 122,708,960 $10,095,755,740 -$65,790,203 $82.39 561
2021 Q3 123,728,672 $9,035,613,890 +$30,234,247 $73.18 506
2021 Q2 123,322,540 $9,159,195,144 -$100,678,097 $74.43 515
2021 Q1 124,457,759 $9,355,454,258 +$113,697,159 $75.35 500
2020 Q4 123,309,741 $8,165,386,468 -$330,974,620 $66.42 492
2020 Q3 128,501,461 $7,813,326,104 +$47,050,425 $61.15 443
2020 Q2 127,562,691 $7,287,804,384 -$114,624,014 $57.29 441
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