W. R. Berkley Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 35.91 M | $2.04 B | 49.35% | 8.88% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 23.36 M | $1.33 B | 100.00% | 5.78% |
| MORGAN STANLEY | 11/14/2024 | 20.03 M | $1.14 B | 50.38% | 4.95% |
| STATE STREET CORP | 11/14/2024 | 15.12 M | $857.81 M | 48.64% | 3.74% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2024 | 11.61 M | $658.38 M | 53.64% | 2.87% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 11.32 M | $642.29 M | 51.03% | 2.80% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 7.59 M | $429.27 M | 47.91% | 1.88% |
| JPMORGAN CHASE & CO | 12/26/2024 | 7.37 M | $417.90 M | 55.08% | 1.82% |
| INVESCO LTD. | 11/12/2024 | 4.32 M | $245.16 M | 26.37% | 1.07% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 4.15 M | $235.70 M | 104.05% | 1.03% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 3.99 M | $226.47 M | 71.40% | 0.99% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 3.67 M | $208.44 M | 211.26% | 0.91% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 3.04 M | $172.62 M | 49.34% | 0.75% |
| POLAR CAPITAL HOLDINGS PLC | 11/14/2024 | 2.93 M | $165.94 M | 51.16% | 0.72% |
| 1832 ASSET MANAGEMENT L.P. | 11/13/2024 | 2.89 M | $164.01 M | 49.80% | 0.72% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 2.77 M | $156.87 M | 56.00% | 0.68% |
| UBS GROUP AG | 11/14/2024 | 2.39 M | $135.50 M | 72.34% | 0.59% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 2.38 M | $134.85 M | 39.58% | 0.59% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 2.30 M | $130.32 M | 44.54% | 0.57% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.75 M | $99.06 M | 2.51% | 0.43% |
| ROYAL BANK OF CANADA | 11/14/2024 | 1.68 M | $95.13 M | 56.46% | 0.41% |
| EULAV ASSET MANAGEMENT | 11/08/2024 | 1.56 M | $88.78 M | 50.00% | 0.39% |
| MADISON ASSET MANAGEMENT, LLC | 11/12/2024 | 1.55 M | $88.15 M | 63.13% | 0.38% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11/14/2024 | 1.51 M | $85.54 M | 127.96% | 0.37% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 1.48 M | $84.12 M | 45.17% | 0.37% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 1.48 M | $83.89 M | 17.45% | 0.37% |
| BARCLAYS PLC | 11/19/2024 | 1.47 M | $83.37 M | 78.65% | 0.36% |
| CHILTON INVESTMENT CO INC. | 11/14/2024 | 1.42 M | $80.37 M | 74.71% | 0.35% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/31/2024 | 1.36 M | $77.34 M | 47.63% | 0.34% |
| ANCHOR CAPITAL ADVISORS LLC | 10/31/2024 | 1.36 M | $77.06 M | 45.80% | 0.34% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1.33 M | $75.68 M | -29.71% | 0.33% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 1.33 M | $75.64 M | 58.22% | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 1.33 M | $75.21 M | 58.68% | 0.33% |
| TRUIST FINANCIAL CORP | 11/13/2024 | 1.28 M | $72.37 M | 57.14% | 0.32% |
| APG ASSET MANAGEMENT N.V. | 11/14/2024 | 1.14 M | $57.74 B | -57.90% | 0.28% |
| PARNASSUS INVESTMENTS, LLC | 11/08/2024 | 1.13 M | $64.34 M | 44.66% | 0.28% |
| DUNDAS PARTNERS LLP | 11/14/2024 | 1.12 M | $63.73 M | 64.58% | 0.28% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 1.11 M | $62.45 M | 85.37% | 0.27% |
| BRANDES INVESTMENT PARTNERS, LP | 11/14/2024 | 1.07 M | $60.45 M | 52.35% | 0.26% |
| AMUNDI | 11/13/2024 | 1.03 M | $59.36 M | 124.58% | 0.26% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 1.02 M | $57.93 M | -75.78% | 0.25% |
| BOSTON FINANCIAL MANGEMENT LLC | 10/25/2024 | 987,823 | $56.04 M | 47.10% | 0.24% |
| MAREN CAPITAL LLC | 11/14/2024 | 973,187 | $55.21 M | 52.05% | 0.24% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 11/08/2024 | 933,885 | $52.98 M | 46.00% | 0.23% |
| SWISS NATIONAL BANK | 11/07/2024 | 911,062 | $51.68 M | 49.90% | 0.23% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 904,626 | $51.32 M | 4,987.31% | 0.22% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 884,096 | $50.15 M | 27.57% | 0.22% |
| NATIXIS ADVISORS, L.P. | 11/06/2024 | 775,429 | $43.99 M | 57.95% | 0.19% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 767,793 | $43.56 M | 49.97% | 0.19% |
| BLOOMBERGSEN INC. | 10/31/2024 | 762,399 | $43.25 M | 50.00% | 0.19% |
W. R. Berkley Corporationinstitutional Ownership - FAQ's
During the previous two years, 1054 institutional investors and hedge funds held shares of W. R. Berkley Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 35.91 M
BlackRock Funding, Inc. /DE: 23.36 M
MORGAN STANLEY: 20.03 M
STATE STREET CORP: 15.12 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 11.61 M
JANUS HENDERSON GROUP PLC: 11.32 M
62.50% of W. R. Berkley Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 296.39 M shares in the last 24 months. This purchase volume represents approximately $17.49 B in transactions.