Security Snapshot

BERKLEY W R CORP - Common Stock (WRB) Institutional Ownership

CUSIP: 084423102

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

Latest Period

Q1 2026

Institutions Reporting

917

Shares (Excl. Options)

278,905,296

Price

$66.28

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.03%
Share change
-4,899,697
Value change
-$357,143,425
Number of holders
917
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
374,703,483
SEC-reported price per share
$65.43
Insider filing price
$65.43
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • WRB - BERKLEY W R CORP - Common Stock is tracked under CUSIP 084423102.
  • 917 institutions reported positions in Q1 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 942 to 917 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $19,934,242,664 to $18,486,488,478.

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 917 institutions filings for Q1 2026.

Open SEC evidence

Security key

084423102

Latest holder period

Q1 2026

13F holders

917

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

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

Rows
3
Security
WRB
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
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% +5.3% $4,205,153,393 +$166,101,143 58,780,450 +4.1% Mitsui Sumitomo Insurance Co., Ltd. 04 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC 5.8% $1,440,450,117 21,732,802 Vanguard Capital Management 31 Mar 2026

As of 31 Mar 2026, 917 institutional investors reported holding 278,905,296 shares of BERKLEY W R CORP - Common Stock (WRB). This represents 74% of the company’s total 374,703,483 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
55%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Mitsui Sumitomo Insurance Co Ltd 16% 58,780,450 +16% 100% $3,895,968,226
BlackRock, Inc. 6.2% 23,280,608 -7.1% 0.03% $1,543,038,699
VANGUARD CAPITAL MANAGEMENT LLC 5.1% 18,925,841 0% 0.03% $1,254,404,742
VANGUARD PORTFOLIO MANAGEMENT LLC 3.9% 14,750,233 0% 0.05% $977,645,443
STATE STREET CORP 3.8% 14,405,410 -3.4% 0.03% $954,790,575
MORGAN STANLEY 2.8% 10,412,465 +6.3% 0.04% $690,138,328
GEODE CAPITAL MANAGEMENT, LLC 2.2% 8,229,654 -1.4% 0.03% $549,199,148
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2.1% 7,772,213 -11% 1.5% $515,142,340
Invesco Ltd. 1.3% 5,051,765 +2.8% 0.05% $334,830,954
FIRST TRUST ADVISORS LP 1.1% 3,972,929 +11% 0.19% $263,325,756
WELLS FARGO & COMPANY/MN 1% 3,789,666 -5% 0.05% $251,179,062
DIMENSIONAL FUND ADVISORS LP 1% 3,768,180 +3.6% 0.05% $249,757,104
JPMORGAN CHASE & CO 0.87% 3,273,964 +11% 0.01% $216,900,198
UBS Group AG 0.87% 3,267,776 -6.8% 0.04% $216,588,194
BANK OF AMERICA CORP /DE/ 0.78% 2,904,522 +23% 0.01% $192,511,710
GOLDMAN SACHS GROUP INC 0.76% 2,851,284 +3.5% 0.02% $188,983,115
NORTHERN TRUST CORP 0.72% 2,705,395 -6.3% 0.02% $179,313,581
JANUS HENDERSON GROUP PLC 0.66% 2,457,890 -31% 0.08% $162,909,996
1832 Asset Management L.P. 0.61% 2,293,921 -1.3% 0.2% $152,041,084
ROYAL LONDON ASSET MANAGEMENT LTD 0.61% 2,284,583 -18% 0.32% $151,422,161
Polar Capital Holdings Plc 0.61% 2,275,000 -7% 0.66% $150,787,000
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.58% 2,175,492 -2% 0.03% $144,191,609
Bank of New York Mellon Corp 0.54% 2,033,932 -7.6% 0.02% $134,808,977
PRINCIPAL FINANCIAL GROUP INC 0.51% 1,918,380 -29% 0.07% $127,152,820
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.51% 1,901,305 +1.3% 0.02% $126,018,496

Quarter history

Institutional holders across reporting periods

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

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 278,905,296 $18,486,488,478 -$357,143,425 $66.28 917
2025 Q4 284,305,181 $19,934,242,664 -$892,658,557 $70.12 942
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
2020 Q1 129,817,720 $6,774,675,699 -$25,072,607 $52.17 431
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