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

948

Shares (Excl. Options)

278,883,287

Price

$70.53

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+2,180,516
Value change
+$160,987,693
Number of holders
948
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
372,252,918
SEC-reported price per share
$69.73
Insider filing price
$69.73
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.
  • 948 institutions reported positions in Q2 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 924 to 948 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $18,489,068,280 to $19,682,722,939.

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 948 institutions filings for Q2 2026.

Open SEC evidence

Security key

084423102

Latest holder period

Q2 2026

13F holders

948

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, 948 institutional investors reported holding 278,883,287 shares of BERKLEY W R CORP - Common Stock, par value $0.20 per share (WRB). This represents 75% 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
54%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Mitsui Sumitomo Insurance Co Ltd 16% 58,780,450 0% 100% $4,145,785,139
BlackRock, Inc. 5.9% 21,934,626 -5.8% 0.02% $1,547,049,191
VANGUARD CAPITAL MANAGEMENT LLC 5% 18,690,969 -1.2% 0.03% $1,318,274,044
VANGUARD PORTFOLIO MANAGEMENT LLC 3.9% 14,550,971 -1.4% 0.05% $1,026,279,985
STATE STREET CORP 3.8% 14,126,628 -1.9% 0.03% $1,004,668,877
GEODE CAPITAL MANAGEMENT, LLC 2.2% 8,268,721 +0.47% 0.03% $588,464,510
MORGAN STANLEY 2.2% 8,252,790 -21% 0.03% $582,069,551
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.7% 6,377,064 -18% 1.4% $449,774,394
Invesco Ltd. 1.4% 5,028,284 -0.46% 0.03% $354,644,870
GOLDMAN SACHS GROUP INC 1.1% 4,158,216 +46% 0.03% $293,279,011
DIMENSIONAL FUND ADVISORS LP 1.1% 4,041,846 +7.3% 0.05% $285,090,089
WELLS FARGO & COMPANY/MN 1% 3,720,958 -1.8% 0.05% $262,439,161
AQR CAPITAL MANAGEMENT LLC 0.99% 3,680,160 +99% 0.09% $259,561,706
FIRST TRUST ADVISORS LP 0.97% 3,624,858 -8.8% 0.15% $255,661,220
NORGES BANK 0.85% 3,148,633 0.02% $222,073,085
BANK OF AMERICA CORP /DE/ 0.77% 2,849,413 -1.9% 0.01% $200,969,092
UBS Group AG 0.76% 2,835,322 -13% 0.03% $199,975,261
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.7% 2,588,583 +222% 0.08% $182,572,759
NORTHERN TRUST CORP 0.69% 2,552,698 -5.6% 0.02% $180,041,789
1832 Asset Management L.P. 0.62% 2,293,864 -0% 0.2% $161,786,228
JPMORGAN CHASE & CO 0.58% 2,154,477 -34% 0.01% $152,989,434
Polar Capital Holdings Plc 0.57% 2,130,000 -6.4% 0.43% $150,228,900
ROYAL LONDON ASSET MANAGEMENT LTD 0.57% 2,115,249 -7.4% 0.27% $149,188,512
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.55% 2,041,622 -6.2% 0.03% $143,995,600
TWO SIGMA INVESTMENTS, LP 0.54% 2,013,358 +638% 0.11% $142,002,140

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 278,883,287 $19,682,722,939 +$160,987,693 $70.53 948
2026 Q1 278,944,220 $18,489,068,280 -$355,723,827 $66.28 924
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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .