W. R. Berkley Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 36.72 M | $2.81 B | -0.64% | 9.25% |
| BLACKROCK, INC. | 11/12/2025 | 24.77 M | $1.90 B | -1.82% | 6.24% |
| STATE STREET CORP | 11/14/2025 | 14.92 M | $1.14 B | 1.01% | 3.76% |
| MORGAN STANLEY | 11/14/2025 | 11.80 M | $904.47 M | -10.82% | 2.97% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2025 | 9.49 M | $727.46 M | -14.44% | 2.39% |
| JEFFERIES FINANCIAL GROUP INC. | 11/13/2025 | 8.91 M | $682.82 M | 100.00% | 2.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 8.34 M | $640.28 M | 1.89% | 2.10% |
| JANUS HENDERSON GROUP PLC | 11/14/2025 | 6.94 M | $531.74 M | -14.55% | 1.75% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 5.24 M | $401.61 M | 4.85% | 1.32% |
| JPMORGAN CHASE & CO | 11/26/2025 | 4.91 M | $376.48 M | -32.45% | 1.24% |
| INVESCO LTD. | 11/13/2025 | 4.89 M | $374.89 M | 33.38% | 1.23% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 4.22 M | $323.41 M | 6.62% | 1.06% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 3.91 M | $299.21 M | -3.96% | 0.98% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 3.71 M | $284.35 M | 21.53% | 0.93% |
| NORTHERN TRUST CORP | 11/14/2025 | 3.01 M | $230.86 M | -2.21% | 0.76% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 11/13/2025 | 2.76 M | $211.75 M | 0.91% | 0.70% |
| POLAR CAPITAL HOLDINGS PLC | 11/14/2025 | 2.75 M | $210.71 M | -5.98% | 0.69% |
| UBS GROUP AG | 11/13/2025 | 2.60 M | $199.19 M | -0.55% | 0.65% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 2.57 M | $196.99 M | -4.19% | 0.65% |
| 1832 ASSET MANAGEMENT L.P. | 11/14/2025 | 2.40 M | $183.67 M | -9.02% | 0.60% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 2.13 M | $163.55 M | 2.33% | 0.54% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.86 M | $142.35 M | 0.54% | 0.47% |
| MADISON ASSET MANAGEMENT, LLC | 11/06/2025 | 1.83 M | $140.30 M | -1.23% | 0.46% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 1.74 M | $132.96 M | 0.82% | 0.44% |
| ROYAL BANK OF CANADA | 11/14/2025 | 1.70 M | $130.39 M | 3.38% | 0.43% |
| CHILTON INVESTMENT CO INC. | 11/14/2025 | 1.66 M | $126.97 M | 1.59% | 0.42% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 1.65 M | $126.13 M | -7.76% | 0.42% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.61 M | $123.67 M | 36.16% | 0.41% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 1.32 M | $101.28 M | -6.38% | 0.33% |
| EULAV ASSET MANAGEMENT | 10/28/2025 | 1.30 M | $99.26 M | 0.00% | 0.33% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 1.29 M | $98.63 M | -2.58% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 1.26 M | $96.33 M | -8.86% | 0.32% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/14/2025 | 1.23 M | $94.36 M | -2.59% | 0.31% |
| NATIXIS ADVISORS, L.P. | 11/13/2025 | 1.23 M | $93.92 M | 8.98% | 0.31% |
| BARCLAYS PLC | 11/12/2025 | 1.19 M | $91.38 M | -13.34% | 0.30% |
| DUNDAS PARTNERS LLP | 11/13/2025 | 1.18 M | $90.53 M | 5.19% | 0.30% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 1.17 M | $90.02 M | -42.23% | 0.30% |
| ANCHOR CAPITAL ADVISORS LLC | 10/30/2025 | 1.15 M | $88.37 M | -2.58% | 0.29% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/14/2025 | 1.12 M | $85.78 M | -4.90% | 0.28% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 1.08 M | $82.90 M | -57.76% | 0.27% |
| MAREN CAPITAL LLC | 11/13/2025 | 1.06 M | $81.51 M | 0.79% | 0.27% |
| BRANDES INVESTMENT PARTNERS, LP | 11/14/2025 | 988.84 K | $75.77 M | -3.61% | 0.25% |
| CORNERSTONE INVESTMENT PARTNERS, LLC | 11/06/2025 | 965.94 K | $74.01 M | 27.28% | 0.24% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 953.45 K | $73.05 M | -0.51% | 0.24% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 943.72 K | $72.31 M | 3.48% | 0.24% |
| SWISS NATIONAL BANK | 11/13/2025 | 874.76 K | $67.02 M | -4.69% | 0.22% |
| PARNASSUS INVESTMENTS, LLC | 10/24/2025 | 860.77 K | $65.95 M | -3.75% | 0.22% |
| HSBC HOLDINGS PLC | 11/13/2025 | 850.54 K | $64.99 M | -28.05% | 0.21% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 841.66 K | $64.49 M | -5.95% | 0.21% |
| BLOOMBERGSEN INC. | 10/29/2025 | 732.57 K | $56.13 M | -1.03% | 0.18% |
W. R. Berkley Corporation institutional Ownership - FAQ's
During the previous two years, 1272 institutional investors and hedge funds held shares of W. R. Berkley Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 36.72 M
BlackRock, Inc.: 24.77 M
STATE STREET CORP: 14.92 M
MORGAN STANLEY: 11.8 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 9.49 M
Jefferies Financial Group Inc.: 8.91 M
61.69% of W. R. Berkley Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 303.88 M shares in the last 24 months. This purchase volume represents approximately $21.54 B in transactions.