Security key
084423102
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 374,703,483
- Total 13F shares
- 257,292,485
- Share change
- -2,212,166
- Total reported value
- $18,301,513,349
- Put/Call ratio
- 46%
- Price per share
- $71.16
- Number of holders
- 901
- Value change
- -$84,423,696
- Number of buys
- 439
- Number of sells
- 397
Report period
Q1 2025
Institutions
901
Top holders
10
WRB full security history
Newer quarter: Q2 2025
Previous quarter: Q4 2024
BERKLEY W R CORP SEC filings
BERKLEY W R CORP company facts
BERKLEY W R CORP 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP 084423102
Recent filing periods:
Top shareholders of WRB - BERKLEY W R CORP - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
9.7%
|
36,436,473
|
$2,132,262,400 | — | 31 Dec 2024 | |
| BlackRock, Inc. |
13F
|
Company |
6.5%
|
24,360,966
|
$1,425,603,745 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
4.9%
|
18,365,243
|
$1,074,734,188 | — | 31 Dec 2024 | |
| STATE STREET CORP |
13F
|
Company |
4%
|
15,109,980
|
$884,236,030 | — | 31 Dec 2024 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
3.1%
|
11,722,476
|
$685,999,300 | — | 31 Dec 2024 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
2.7%
|
9,957,020
|
$582,683,398 | — | 31 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
7,694,703
|
$449,168,240 | — | 31 Dec 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.9%
|
7,093,271
|
$415,098,289 | — | 31 Dec 2024 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
1.3%
|
4,787,361
|
$280,156,366 | — | 31 Dec 2024 | |
| NORGES BANK |
13F
|
Company |
1.2%
|
4,657,926
|
$272,581,830 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
1.2%
|
4,553,016
|
$266,442,469 | — | 31 Dec 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
1.1%
|
4,121,968
|
$241,217,602 | — | 31 Dec 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.88%
|
3,279,690
|
$191,927,459 | — | 31 Dec 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.83%
|
3,119,322
|
$182,544,448 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.79%
|
2,949,573
|
$172,608,991 | — | 31 Dec 2024 | |
| Polar Capital Holdings Plc |
13F
|
Company |
0.78%
|
2,925,000
|
$171,171,000 | — | 31 Dec 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.77%
|
2,869,705
|
$167,935,131 | — | 31 Dec 2024 | |
| 1832 Asset Management L.P. |
13F
|
Company |
0.76%
|
2,833,983
|
$165,844,685 | — | 31 Dec 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.66%
|
2,487,097
|
$145,544,916 | — | 31 Dec 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.57%
|
2,148,107
|
$125,707,220 | — | 31 Dec 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.52%
|
1,947,045
|
$113,941,071 | — | 31 Dec 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.51%
|
1,914,604
|
$112,042,628 | — | 31 Dec 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.48%
|
1,796,835
|
$105,150,784 | — | 31 Dec 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.47%
|
1,773,732
|
$103,799,000 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
0.46%
|
1,704,964
|
$99,774,493 | — | 31 Dec 2024 | |
| Madison Asset Management, LLC |
13F
|
Company |
0.45%
|
1,682,258
|
$98,445,747 | — | 31 Dec 2024 | |
| Madison Investment Advisors, LLC |
13F
|
Company |
0.45%
|
1,682,258
|
$98,445,747 | — | 31 Dec 2024 | |
| CHILTON INVESTMENT CO INC. |
13F
|
Company |
0.42%
|
1,578,321
|
$92,363,345 | — | 31 Dec 2024 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.41%
|
1,532,660
|
$89,691,244 | — | 31 Dec 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.41%
|
1,519,791
|
$88,938,139 | — | 31 Dec 2024 | |
| Amundi |
13F
|
Individual |
0.39%
|
1,477,932
|
$85,853,069 | — | 31 Dec 2024 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.39%
|
1,469,331
|
$85,985,221 | — | 31 Dec 2024 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.38%
|
1,435,630
|
$84,013,068 | — | 31 Dec 2024 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.38%
|
1,421,032
|
$83,129,820 | — | 31 Dec 2024 | |
| EULAV Asset Management |
13F
|
Company |
0.38%
|
1,420,464
|
$83,125,553 | — | 31 Dec 2024 | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.36%
|
1,336,426
|
$78,207,629 | — | 31 Dec 2024 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.35%
|
1,301,692
|
$76,175,009 | — | 31 Dec 2024 | |
| ANCHOR CAPITAL ADVISORS LLC |
13F
|
Company |
0.35%
|
1,295,793
|
$75,829,782 | — | 31 Dec 2024 | |
| Coho Partners, Ltd. |
13F
|
Company |
0.3%
|
1,128,378
|
$66,032,653 | — | 31 Dec 2024 | |
| Dundas Partners LLP |
13F
|
Company |
0.3%
|
1,123,310
|
$65,736,101 | — | 31 Dec 2024 | |
| BRANDES INVESTMENT PARTNERS, LP |
13F
|
Company |
0.29%
|
1,103,658
|
$64,586,041 | — | 31 Dec 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.29%
|
1,096,783
|
$64,183,741 | — | 31 Dec 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.29%
|
1,074,435
|
$62,875,937 | — | 31 Dec 2024 | |
| PARNASSUS INVESTMENTS, LLC |
13F
|
Company |
0.28%
|
1,060,467
|
$62,058,529 | — | 31 Dec 2024 | |
| Maren Capital LLC |
13F
|
Company |
0.27%
|
1,005,195
|
$58,824,024 | — | 31 Dec 2024 | |
| BOSTON FINANCIAL MANGEMENT LLC |
13F
|
Company |
0.26%
|
981,162
|
$57,417,619 | — | 31 Dec 2024 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.24%
|
914,448
|
$53,513,497 | — | 31 Dec 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.24%
|
906,070
|
$53,023,216 | — | 31 Dec 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.24%
|
889,563
|
$52,057,283 | — | 31 Dec 2024 | |
| Swiss National Bank |
13F
|
Company |
0.23%
|
860,062
|
$50,330,828 | — | 31 Dec 2024 |
Institutional Holders of BERKLEY W R CORP - Common Stock (WRB) as of Q1 2025
As of 31 Mar 2025,
BERKLEY W R CORP - Common Stock (WRB) was held by
901 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
257,292,485 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., MORGAN STANLEY, STATE STREET CORP, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, JANUS HENDERSON GROUP PLC, GEODE CAPITAL MANAGEMENT, LLC, JPMORGAN CHASE & CO, PRINCIPAL FINANCIAL GROUP INC, and NORGES BANK.
This page lists
906
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
863
Q1 2025 holders
901
Holder diff
38
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.