- Type / Class
- Equity / Common Stock
- Shares outstanding
- 374,563,481
- Total 13F shares
- 5,256,716
- Share change
- -153,032
- Total reported value
- $348,582,155
- Price per share
- $66.28
- Number of holders
- 206
- Value change
- -$10,396,284
- Number of buys
- 64
- Number of sells
- 109
Quarterly Holders Quick Answers
What is CUSIP 084423102?
CUSIP 084423102 identifies WRB - BERKLEY W R CORP - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Previous quarter: Q4 2025
Recent filing periods for CUSIP 084423102:
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 |
13D/G
3/4/5
|
Executive Chairman, Director, 10%+ Owner |
26%
|
95,551,144
|
$6,835,728,842 | $0 | 04 Mar 2026 | |
| William R. Berkley Jr. |
3/4/5
|
President and CEO, Director |
19%
|
72,971,803
|
$5,039,072,134 | — | 15 Aug 2025 | |
| MITSUI SUMITOMO INSURANCE CO LTD |
3/4/5
13D/G
13F
|
10%+ Owner · Company |
16%
from 13D/G
|
58,780,450
|
$4,262,981,599 | +$705,457,909 | 02 Mar 2026 | |
| VANGUARD GROUP INC |
13F
|
Company |
9.9%
|
37,033,581
|
$2,596,794,700 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
6.7%
|
25,060,489
|
$1,757,241,475 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
4%
|
14,916,433
|
$1,045,940,282 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
2.6%
|
9,798,358
|
$687,061,127 | — | 31 Dec 2025 | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
13F
|
Company |
2.3%
|
8,709,181
|
$610,687,793 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
8,348,791
|
$586,983,442 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
1.7%
|
6,214,380
|
$435,752,326 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.3%
|
4,913,337
|
$344,523,159 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.1%
|
3,990,309
|
$279,800,474 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.97%
|
3,638,379
|
$255,144,066 | — | 31 Dec 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.96%
|
3,595,187
|
$252,094,546 | — | 31 Dec 2025 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.95%
|
3,557,807
|
$249,473,586 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.94%
|
3,505,867
|
$245,831,395 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.79%
|
2,959,888
|
$207,547,388 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.77%
|
2,888,270
|
$202,525,492 | — | 31 Dec 2025 | |
| ROYAL LONDON ASSET MANAGEMENT LTD |
13F
|
Company |
0.74%
|
2,790,374
|
$195,661,024 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.74%
|
2,756,154
|
$193,261,549 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.72%
|
2,707,852
|
$189,877,329 | — | 31 Dec 2025 | |
| Polar Capital Holdings Plc |
13F
|
Company |
0.65%
|
2,445,000
|
$171,443,400 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.63%
|
2,353,962
|
$165,059,799 | — | 31 Dec 2025 | |
| 1832 Asset Management L.P. |
13F
|
Company |
0.62%
|
2,323,657
|
$162,934,829 | — | 31 Dec 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.59%
|
2,219,902
|
$155,659,528 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.59%
|
2,201,848
|
$154,393,620 | — | 31 Dec 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.55%
|
2,060,831
|
$144,505,473 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.5%
|
1,876,963
|
$131,612,646 | — | 31 Dec 2025 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.46%
|
1,735,958
|
$121,933,556 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.46%
|
1,729,041
|
$121,240,370 | — | 31 Dec 2025 | |
| Madison Asset Management, LLC |
13F
|
Company |
0.46%
|
1,724,598
|
$120,928,782 | — | 31 Dec 2025 | |
| CHILTON INVESTMENT CO INC. |
13F
|
Company |
0.44%
|
1,638,327
|
$114,879,489 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.42%
|
1,567,025
|
$109,879,000 | — | 31 Dec 2025 | |
| EULAV Asset Management |
13F
|
Company |
0.35%
|
1,295,464
|
$90,837,936 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
0.34%
|
1,269,533
|
$89,019,547 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.32%
|
1,192,060
|
$83,587,259 | — | 31 Dec 2025 | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.32%
|
1,181,506
|
$82,847,190 | — | 31 Dec 2025 | |
| Dundas Partners LLP |
13F
|
Company |
0.31%
|
1,161,472
|
$81,442,417 | — | 31 Dec 2025 | |
| NATIXIS ADVISORS, LLC |
13F
|
Company |
0.31%
|
1,159,767
|
$81,323,000 | — | 31 Dec 2025 | |
| ANCHOR CAPITAL ADVISORS LLC |
13F
|
Company |
0.3%
|
1,126,351
|
$78,979,739 | — | 31 Dec 2025 | |
| James G. Shiel |
3/4/5
|
EVP - Investments |
0.27%
|
1,005,197
|
$77,932,923 | — | 18 Dec 2025 | |
| Cornerstone Investment Partners, LLC |
13F
|
Company |
0.29%
|
1,099,746
|
$77,114,190 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.28%
|
1,045,669
|
$73,322,310 | — | 31 Dec 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.28%
|
1,038,877
|
$72,846,055 | — | 31 Dec 2025 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.25%
|
948,168
|
$66,485,508 | — | 31 Dec 2025 | |
| PFA Pension, Forsikringsaktieselskab |
13F
|
Company |
0.25%
|
921,372
|
$65,233,143 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.24%
|
917,610
|
$64,342,811 | — | 31 Dec 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.23%
|
867,184
|
$60,806,944 | — | 31 Dec 2025 | |
| Swiss National Bank |
13F
|
Company |
0.22%
|
831,462
|
$58,302,115 | — | 31 Dec 2025 | |
| BRANDES INVESTMENT PARTNERS, LP |
13F
|
Company |
0.22%
|
817,992
|
$57,358,008 | — | 31 Dec 2025 |
Institutional Holders of BERKLEY W R CORP - Common Stock (WRB) as of Q1 2026
As of 31 Mar 2026,
BERKLEY W R CORP - Common Stock (WRB) was held by
206 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,256,716 shares.
The largest 10 holders included
CONFLUENCE INVESTMENT MANAGEMENT LLC, SG Americas Securities, LLC, Wallington Asset Management, LLC, BARLOW WEALTH PARTNERS, LLC, Janney Montgomery Scott LLC, GHP Investment Advisors, Inc., Pictet Asset Management Holding SA, EAGLE ROCK INVESTMENT COMPANY, LLC, MEANS INVESTMENT CO., INC., and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
206
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
932
Q1 2026 holders
206
Holder diff
-726
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.