Who owns W. R. Berkley (WRB)
Which tracked institutional funds hold WRB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WRB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
224 tracked funds added or opened WRB while 149 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WRB’s largest tracked holder by dollar value, Mitsui Sumitomo Insurance Co Ltd, sizes it at 100.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 100.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WRB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 900 tracked filers holding WRB, 436 increased or opened the position and 448 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WRB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 35
- Bristol Gate Capital Partners Inc.$65M
- CANADA PENSION PLAN INVESTMENT BOARD$31M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$22M
- Ilex Capital Partners (UK) LLP$7M
- Nykredit A/S$6M
- NATIXIS$5M
Full exits 64
- JANUS HENDERSON GROUP PLC$163M
- NATIXIS ADVISORS, LLC$89M
- Amundi$48M
- Maren Capital LLC$33M
- SG Americas Securities, LLC$28M
- Wallington Asset Management, LLC$20M
Largest adds
- BlackRock, Inc.$288M
- Mitsui Sumitomo Insurance Co Ltd$250M
- AQR CAPITAL MANAGEMENT LLC$137M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$129M
- TWO SIGMA INVESTMENTS, LP$124M
- GOLDMAN SACHS GROUP INC$104M
Largest trims
- NORGES BANK$116M
- MORGAN STANLEY$108M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$65M
- JPMORGAN CHASE & CO$64M
- PFA Pension, Forsikringsaktieselskab$52M
- Bank of New York Mellon Corp$40M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Mitsui Sumitomo Insurance Co Ltd | 58,780,450 | $4.1B | 23.1% | 2026-Q2 |
| BlackRock, Inc. added | 21,934,626 | $1.5B | 8.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 18,690,969 | $1.3B | 7.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 14,550,971 | $1.0B | 5.7% | 2026-Q2 |
| STATE STREET CORP trimmed | 14,126,628 | $1.0B | 5.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 8,268,721 | $588M | 3.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 8,252,790 | $582M | 3.2% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 6,377,064 | $450M | 2.5% | 2026-Q2 |
| Invesco Ltd. added | 5,028,284 | $355M | 2.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 4,158,216 | $293M | 1.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,041,846 | $285M | 1.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 3,720,958 | $262M | 1.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 3,680,160 | $260M | 1.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 3,624,858 | $256M | 1.4% | 2026-Q2 |
| NORGES BANK trimmed | 3,148,633 | $222M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,849,413 | $201M | 1.1% | 2026-Q2 |
| UBS Group AG trimmed | 2,835,322 | $200M | 1.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,588,583 | $183M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 2,552,698 | $180M | 1.0% | 2026-Q2 |
| 1832 Asset Management L.P. trimmed | 2,293,864 | $162M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,154,477 | $153M | 0.9% | 2026-Q2 |
| Polar Capital Holdings Plc trimmed | 2,130,000 | $150M | 0.8% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 2,115,249 | $149M | 0.8% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 2,041,622 | $144M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 2,013,358 | $142M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,917,449 | $135M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,632,946 | $115M | 0.6% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,599,505 | $113M | 0.6% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 1,497,784 | $106M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,475,954 | $104M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,461,348 | $103M | 0.6% | 2026-Q2 |
| FMR LLC added | 1,446,808 | $102M | 0.6% | 2026-Q2 |
| BARCLAYS PLC added | 1,440,408 | $102M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,347,506 | $95M | 0.5% | 2026-Q2 |
| CHILTON INVESTMENT CO INC. trimmed | 1,339,877 | $95M | 0.5% | 2026-Q2 |
| Cornerstone Investment Partners, LLC added | 1,336,146 | $94M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,305,627 | $92M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,259,360 | $90M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,257,518 | $89M | 0.5% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,110,733 | $79M | 0.4% | 2026-Q2 |
| ANCHOR CAPITAL ADVISORS LLC trimmed | 1,035,350 | $73M | 0.4% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 1,031,752 | $73M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 993,028 | $70M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 969,375 | $68M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 936,192 | $66M | 0.4% | 2026-Q2 |
| Bristol Gate Capital Partners Inc. new | 918,030 | $65M | 0.4% | 2026-Q2 |
| EULAV Asset Management trimmed | 906,464 | $64M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 875,704 | $62M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 830,557 | $59M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 814,688 | $57M | 0.3% | 2026-Q2 |
| PARNASSUS INVESTMENTS, LLC trimmed | 779,771 | $55M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC added | 751,280 | $53M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 709,852 | $50M | 0.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 651,963 | $46M | 0.3% | 2026-Q2 |
| Mraz, Amerine & Associates, Inc. added | 635,753 | $45M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 630,210 | $44M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 628,784 | $44M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 620,960 | $44M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 607,262 | $43M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 580,231 | $41M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 571,238 | $40M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 562,316 | $40M | 0.2% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 561,587 | $40M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 556,725 | $39M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 525,095 | $37M | 0.2% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 516,132 | $36M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 468,920 | $33M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 432,603 | $31M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 429,847 | $30M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 420,968 | $30M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 416,611 | $29M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 415,808 | $29M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 411,605 | $29M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 411,560 | $29M | 0.2% | 2026-Q2 |
| Dundas Partners LLP | 390,567 | $28M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 389,863 | $27M | 0.2% | 2026-Q2 |
| APG Asset Management N.V. trimmed | 389,251 | $24M | 0.1% | 2026-Q2 |
| America First Investment Advisors, LLC added | 383,605 | $27M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 377,811 | $27M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 374,673 | $26M | 0.1% | 2026-Q2 |
| CIBC Asset Management Inc added | 367,934 | $26M | 0.1% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 364,547 | $26M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 358,749 | $25M | 0.1% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 333,691 | $24M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 318,375 | $22M | 0.1% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 316,642 | $22M | 0.1% | 2026-Q2 |
| CREDIT AGRICOLE S A added | 315,524 | $22M | 0.1% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 308,000 | $22M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 299,915 | $21M | 0.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 290,364 | $20M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 288,882 | $19M | 0.1% | 2026-Q2 |
| BARLOW WEALTH PARTNERS, LLC added | 271,315 | $19M | 0.1% | 2026-Q2 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND trimmed | 269,218 | $19M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 265,691 | $19M | 0.1% | 2026-Q2 |
| DANSKE BANK A/S trimmed | 260,160 | $18M | 0.1% | 2026-Q2 |
| PhiloSmith Capital Corp trimmed | 259,381 | $18M | 0.1% | 2026-Q2 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | 256,350 | $18M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 253,485 | $18M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 247,243 | $17M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 243,134 | $17M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.