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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common stock, par value $0.20 per share
Symbol
WRB on NYSE
Shares outstanding
378,917,154
Price per share
$68.26
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
281,994,788
Total reported value
$19,770,902,320
% of total 13F portfolios
0.01%
Share change
-12,695,774
Value change
-$958,817,995
Number of holders
912
Price from insider filings
$68.26
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BERKLEY W R CORP - Common stock, par value $0.20 per share (WRB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BERKLEY WILLIAM R 25% $7,353,616,042 95,551,144 WR Berkley & Others LLC 05 Dec 2025
MITSUI SUMITOMO INSURANCE CO LTD 15% +7.1% $3,879,274,254 +$256,436,164 56,458,656 +7.1% Mitsui Sumitomo Insurance Co., Ltd. 05 Feb 2026

As of 31 Dec 2025, 912 institutional investors reported holding 281,994,788 shares of BERKLEY W R CORP - Common stock, par value $0.20 per share (WRB). This represents 74% of the company’s total 378,917,154 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BERKLEY W R CORP - Common stock, par value $0.20 per share (WRB) together control 56% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MITSUI SUMITOMO INSURANCE CO LTD 13% 50,526,511 0% 100% $3,542,918,951
VANGUARD GROUP INC 9.8% 37,033,581 +0.84% 0.04% $2,596,794,700
BlackRock, Inc. 6.6% 25,060,489 +1.2% 0.03% $1,757,241,475
STATE STREET CORP 3.9% 14,916,433 -0.03% 0.04% $1,045,940,282
MORGAN STANLEY 2.6% 9,798,358 -17% 0.04% $687,061,127
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2.3% 8,709,181 -8.3% 1.6% $610,687,793
GEODE CAPITAL MANAGEMENT, LLC 2.2% 8,348,791 +0.05% 0.04% $586,983,442
NORGES BANK 1.6% 6,214,380 0.05% $435,752,326
Invesco Ltd. 1.3% 4,913,337 +0.42% 0.05% $344,523,159
WELLS FARGO & COMPANY/MN 1.1% 3,990,309 +2.2% 0.05% $279,800,474
DIMENSIONAL FUND ADVISORS LP 0.96% 3,638,379 -2% 0.05% $255,144,066
FIRST TRUST ADVISORS LP 0.95% 3,595,187 -15% 0.18% $252,094,546
JANUS HENDERSON GROUP PLC 0.94% 3,557,807 -49% 0.11% $249,473,586
UBS Group AG 0.93% 3,505,867 +35% 0.05% $245,831,395
JPMORGAN CHASE & CO 0.78% 2,959,888 -40% 0.01% $207,547,388
NORTHERN TRUST CORP 0.76% 2,888,270 -4.1% 0.03% $202,525,492
ROYAL LONDON ASSET MANAGEMENT LTD 0.74% 2,790,374 +0.97% 0.41% $195,661,024
GOLDMAN SACHS GROUP INC 0.73% 2,754,383 +71% 0.03% $193,137,367
PRINCIPAL FINANCIAL GROUP INC 0.71% 2,707,852 -48% 0.1% $189,877,329
Polar Capital Holdings Plc 0.65% 2,445,000 -11% 0.78% $171,443,400
BANK OF AMERICA CORP /DE/ 0.62% 2,353,962 -8.4% 0.01% $165,059,799
1832 Asset Management L.P. 0.61% 2,323,657 -3.1% 0.21% $162,934,829
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.59% 2,219,902 +35573% 0.03% $155,659,528
Bank of New York Mellon Corp 0.58% 2,201,848 +27% 0.03% $154,393,620
Legal & General Group Plc 0.54% 2,060,831 -3.5% 0.03% $144,505,473

Institutional Holders of BERKLEY W R CORP - Common stock, par value $0.20 per share (WRB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 281,994,788 $19,770,902,320 -$958,817,995 $70.12 912
2025 Q3 244,302,160 $18,709,747,195 -$716,017,767 $76.62 916
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
2019 Q4 129,477,135 $8,930,012,544 -$13,011,946 $69.10 483
2019 Q3 129,465,090 $9,340,783,049 -$111,300,097 $72.23 432
2019 Q2 131,064,351 $8,628,439,304 +$2,829,528,236 $65.93 410
2019 Q1 86,453,145 $7,316,606,142 -$85,830,799 $84.72 370
2018 Q4 88,664,256 $6,548,237,532 +$72,140,529 $73.91 393
2018 Q3 87,550,721 $6,996,180,938 -$136,501,445 $79.93 386
2018 Q2 89,301,237 $6,466,341,383 +$81,078,978 $72.41 379
2018 Q1 88,139,990 $6,406,985,428 +$48,304,861 $72.70 385
2017 Q4 87,607,567 $6,272,228,374 -$16,832,460 $71.65 369
2017 Q3 87,821,049 $5,860,843,168 +$11,970,630 $66.74 354
2017 Q2 87,587,704 $6,058,727,477 -$45,290,521 $69.17 344
2017 Q1 88,677,799 $6,262,151,700 +$785,712,453 $70.63 350
2016 Q4 87,549,423 $5,818,283,044 -$46,449,642 $66.51 352
2016 Q3 88,159,166 $5,088,748,831 -$9,733,514 $57.76 335
2016 Q2 88,389,248 $5,295,529,448 +$80,122,282 $59.92 343
2016 Q1 87,275,046 $4,904,002,441 +$46,529,908 $56.20 343
2015 Q4 86,488,629 $4,736,044,925 -$54,575,518 $54.75 351
2015 Q3 87,586,707 $4,761,931,105 -$36,179,967 $54.37 336
2015 Q2 88,488,675 $4,595,408,846 -$101,257,876 $51.93 328
2015 Q1 90,539,095 $4,572,931,995 -$94,149,339 $50.51 336
2014 Q4 92,533,427 $4,742,860,395 +$44,314,702 $51.26 347
2014 Q3 90,285,841 $4,315,658,515 +$73,860,292 $47.80 307
2014 Q2 90,148,492 $4,174,581,950 +$46,886,898 $46.31 317
2014 Q1 89,550,736 $3,726,819,188 -$198,263,871 $41.62 306