Security key
084423102
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 374,703,483
- Total 13F shares
- 244,318,417
- Share change
- -9,665,317
- Total reported value
- $18,710,993,140
- Put/Call ratio
- 14%
- Price per share
- $76.62
- Number of holders
- 918
- Value change
- -$716,027,191
- Number of buys
- 400
- Number of sells
- 437
Report period
Q3 2025
Institutions
918
Top holders
10
WRB full security history
Newer quarter: Q4 2025
Previous quarter: Q2 2025
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 by the holder's primary source 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 |
|---|---|---|---|---|---|---|---|---|
| William R. Berkley |
3/4/5
|
Executive Chairman, Director, 10%+ Owner |
23%
|
85,986,682
|
$5,965,711,893 | — | 15 Aug 2025 | |
| William R. Berkley Jr. |
3/4/5
|
President and CEO, Director |
19%
|
72,971,803
|
$5,039,072,134 | — | 15 Aug 2025 | |
| Lucille T. Sgaglione |
3/4/5
|
EVP |
0.07%
|
249,784
|
$17,773,023 | — | 15 Aug 2025 | |
| Richard M. Baio |
3/4/5
|
EVP & CFO |
0.06%
|
235,590
|
$16,732,463 | — | 15 Aug 2025 | |
| Philip S. Welt |
3/4/5
|
EVP & Secretary |
0.06%
|
224,863
|
$15,961,561 | — | 15 Aug 2025 | |
| Mary C. Farrell |
3/4/5
|
Director |
0.04%
|
157,883
|
$11,538,089 | — | 11 Jun 2025 | |
| Ronald E. Blaylock |
3/4/5
|
Director |
0.04%
|
144,853
|
$10,585,857 | — | 11 Jun 2025 | |
| Christopher L. Augostini |
3/4/5
|
Director |
0.03%
|
106,769
|
$7,802,678 | — | 11 Jun 2025 | |
| Maria Luisa Ferre |
3/4/5
|
Director |
0.01%
|
56,144
|
$4,103,003 | — | 11 Jun 2025 | |
| Jonathan Talisman |
3/4/5
|
Director |
0.01%
|
30,945
|
$2,261,460 | — | 11 Jun 2025 | |
| Daniel L. Mosley |
3/4/5
|
Director |
0%
|
11,795
|
$861,978 | — | 11 Jun 2025 | |
| Marie A. Mattson |
3/4/5
|
Director |
0%
|
6,577
|
$480,647 | — | 11 Jun 2025 | |
| Robert A. Rusbuldt |
3/4/5
|
Director |
0%
|
2,776
|
$202,870 | — | 11 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
9.9%
|
36,961,788
|
$2,715,582,564 | — | 30 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
6.7%
|
25,235,034
|
$1,854,017,935 | — | 30 Jun 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.9%
|
14,771,509
|
$1,085,262,766 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
3.5%
|
13,236,115
|
$972,457,544 | — | 30 Jun 2025 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
3%
|
11,096,437
|
$815,255,281 | — | 30 Jun 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
8,189,248
|
$599,271,283 | — | 30 Jun 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
2.2%
|
8,121,182
|
$596,662,505 | — | 30 Jun 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.9%
|
7,274,234
|
$534,438,044 | — | 30 Jun 2025 | |
| NORGES BANK |
13F
|
Company |
1.3%
|
5,007,772
|
$367,921,009 | — | 30 Jun 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
1.3%
|
4,998,963
|
$367,276,290 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.1%
|
4,066,136
|
$298,739,024 | — | 30 Jun 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
1.1%
|
3,958,749
|
$290,849,289 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.98%
|
3,668,436
|
$269,519,959 | — | 30 Jun 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.82%
|
3,081,155
|
$226,372,458 | — | 30 Jun 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.82%
|
3,053,867
|
$224,335,140 | — | 30 Jun 2025 | |
| Polar Capital Holdings Plc |
13F
|
Company |
0.78%
|
2,925,000
|
$214,899,750 | — | 30 Jun 2025 | |
| ROYAL LONDON ASSET MANAGEMENT LTD |
13F
|
Company |
0.73%
|
2,738,612
|
$201,205,825 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.72%
|
2,683,600
|
$197,164,070 | — | 30 Jun 2025 | |
| 1832 Asset Management L.P. |
13F
|
Company |
0.7%
|
2,634,811
|
$193,579,564 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.7%
|
2,614,241
|
$192,068,287 | — | 30 Jun 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.68%
|
2,561,230
|
$188,173,568 | — | 30 Jun 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.56%
|
2,086,028
|
$153,260,479 | — | 30 Jun 2025 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.54%
|
2,033,886
|
$149,429,604 | — | 30 Jun 2025 | |
| Madison Asset Management, LLC |
13F
|
Company |
0.49%
|
1,853,872
|
$136,203,985 | — | 30 Jun 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.49%
|
1,847,961
|
$135,769,696 | — | 30 Jun 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.48%
|
1,787,573
|
$131,332,928 | — | 30 Jun 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.46%
|
1,721,153
|
$126,453,135 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.44%
|
1,646,032
|
$120,934,000 | — | 30 Jun 2025 | |
| CHILTON INVESTMENT CO INC. |
13F
|
Company |
0.44%
|
1,631,218
|
$119,845,586 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.38%
|
1,411,918
|
$103,733,537 | — | 30 Jun 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.37%
|
1,379,376
|
$101,342,733 | — | 30 Jun 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.37%
|
1,376,318
|
$101,118,082 | — | 30 Jun 2025 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.35%
|
1,321,311
|
$97,076,691 | — | 30 Jun 2025 | |
| EULAV Asset Management |
13F
|
Company |
0.35%
|
1,295,464
|
$95,177,740 | — | 30 Jun 2025 | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.34%
|
1,264,289
|
$92,887,287 | — | 30 Jun 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.32%
|
1,185,436
|
$87,094,021 | — | 30 Jun 2025 | |
| ANCHOR CAPITAL ADVISORS LLC |
13F
|
Company |
0.32%
|
1,183,834
|
$86,976,298 | — | 30 Jun 2025 |
Institutional Holders of BERKLEY W R CORP - Common Stock (WRB) as of Q3 2025
As of 30 Sep 2025,
BERKLEY W R CORP - Common Stock (WRB) was held by
918 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
244,318,417 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., STATE STREET CORP, MORGAN STANLEY, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, Jefferies Financial Group Inc., GEODE CAPITAL MANAGEMENT, LLC, JANUS HENDERSON GROUP PLC, PRINCIPAL FINANCIAL GROUP INC, and JPMORGAN CHASE & CO.
This page lists
919
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
910
Q3 2025 holders
918
Holder diff
8
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.