Who owns WRB (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-Q1 13F filings. 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
The tracked-fund tape on WRB is one-sided between 2025-Q4 and 2026-Q1: 95 added or opened and 288 trimmed or exited — on balance reducing.
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 2025-Q4 and 2026-Q1, across 920 tracked filers holding WRB, 341 increased or opened the position and 549 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2025-Q4 and 2026-Q1 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 34
- VANGUARD CAPITAL MANAGEMENT LLC$1.3B
- VANGUARD PORTFOLIO MANAGEMENT LLC$978M
- VANGUARD FIDUCIARY TRUST CO$110M
- Vanguard Global Advisers, LLC$43M
- VANGUARD ASSET MANAGEMENT, Ltd$27M
- Aware Super Pty Ltd as trustee of Aware Super$24M
Full exits 43
- VANGUARD GROUP INC$2.6B
- Arbejdsmarkedets Tillaegspension$24M
- Brandywine Global Investment Management, LLC$15M
- ROYCE & ASSOCIATES LP$13M
- Capitolis Liquid Global Markets LLC$12M
- Moran Wealth Management, LLC$12M
Largest adds
- Mitsui Sumitomo Insurance Co Ltd$353M
- CITADEL ADVISORS LLC$85M
- JONES FINANCIAL COMPANIES LLLP$74M
- JANE STREET GROUP, LLC$66M
- MILLENNIUM MANAGEMENT LLC$28M
- BANK OF AMERICA CORP /DE/$27M
Largest trims
- BlackRock, Inc.$498M
- NORGES BANK$97M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$96M
- STATE STREET CORP$91M
- JANUS HENDERSON GROUP PLC$87M
- PRINCIPAL FINANCIAL GROUP INC$63M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Mitsui Sumitomo Insurance Co Ltd added | 58,780,450 | $3.9B | 19.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 19,000,082 | $1.3B | 6.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 18,925,841 | $1.3B | 6.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 14,750,233 | $978M | 4.8% | 2026-Q1 |
| STATE STREET CORP trimmed | 14,405,410 | $955M | 4.7% | 2026-Q1 |
| MORGAN STANLEY added | 10,412,465 | $690M | 3.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 8,229,654 | $549M | 2.7% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 7,772,213 | $515M | 2.5% | 2026-Q1 |
| NORGES BANK trimmed | 4,757,622 | $339M | 1.7% | 2026-Q1 |
| Invesco Ltd. added | 4,966,748 | $329M | 1.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 3,972,929 | $263M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,789,666 | $251M | 1.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,768,180 | $250M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,273,964 | $217M | 1.1% | 2026-Q1 |
| UBS Group AG trimmed | 3,267,776 | $217M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,904,522 | $193M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,851,284 | $189M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 2,705,395 | $179M | 0.9% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 2,457,890 | $163M | 0.8% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 2,293,921 | $152M | 0.7% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 2,284,583 | $151M | 0.7% | 2026-Q1 |
| Polar Capital Holdings Plc trimmed | 2,275,000 | $151M | 0.7% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 2,175,492 | $144M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,033,932 | $135M | 0.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,918,380 | $127M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,901,305 | $126M | 0.6% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,871,044 | $124M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,844,617 | $122M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,658,869 | $110M | 0.5% | 2026-Q1 |
| Madison Asset Management, LLC trimmed | 1,618,906 | $107M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,394,141 | $92M | 0.5% | 2026-Q1 |
| CHILTON INVESTMENT CO INC. trimmed | 1,388,792 | $92M | 0.5% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 1,348,958 | $89M | 0.4% | 2026-Q1 |
| FMR LLC added | 1,341,842 | $89M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,296,875 | $86M | 0.4% | 2026-Q1 |
| EULAV Asset Management trimmed | 1,230,464 | $82M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 1,227,343 | $81M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,144,757 | $76M | 0.4% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC added | 1,133,890 | $75M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,147,307 | $74M | 0.4% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 1,113,400 | $74M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,103,332 | $73M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,100,375 | $73M | 0.4% | 2026-Q1 |
| Cornerstone Investment Partners, LLC trimmed | 1,052,504 | $70M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,014,135 | $67M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 896,168 | $59M | 0.3% | 2026-Q1 |
| PARNASSUS INVESTMENTS, LLC added | 806,103 | $53M | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 803,150 | $53M | 0.3% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab trimmed | 791,287 | $52M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 775,409 | $51M | 0.3% | 2026-Q1 |
| Swiss National Bank trimmed | 724,962 | $48M | 0.2% | 2026-Q1 |
| Amundi trimmed | 721,040 | $48M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 707,114 | $47M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 666,729 | $44M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec trimmed | 658,590 | $44M | 0.2% | 2026-Q1 |
| BloombergSen Inc. trimmed | 657,260 | $44M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 648,408 | $43M | 0.2% | 2026-Q1 |
| Mraz, Amerine & Associates, Inc. trimmed | 630,593 | $42M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 622,556 | $41M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 582,155 | $39M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 575,722 | $38M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 572,234 | $38M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 563,768 | $37M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 523,817 | $35M | 0.2% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP trimmed | 513,217 | $34M | 0.2% | 2026-Q1 |
| Maren Capital LLC trimmed | 504,611 | $33M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 502,561 | $33M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 499,839 | $33M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 472,302 | $31M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 459,227 | $30M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 426,345 | $28M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 425,134 | $28M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 423,154 | $28M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 407,085 | $27M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 405,822 | $27M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 393,082 | $26M | 0.1% | 2026-Q1 |
| Dundas Partners LLP trimmed | 390,567 | $26M | 0.1% | 2026-Q1 |
| America First Investment Advisors, LLC added | 380,335 | $25M | 0.1% | 2026-Q1 |
| Aware Super Pty Ltd as trustee of Aware Super trimmed | 364,949 | $24M | 0.1% | 2026-Q1 |
| APG Asset Management N.V. trimmed | 402,127 | $23M | 0.1% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 328,412 | $22M | 0.1% | 2026-Q1 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND added | 311,018 | $21M | 0.1% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 310,476 | $21M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 292,875 | $21M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 309,615 | $21M | 0.1% | 2026-Q1 |
| Wallington Asset Management, LLC trimmed | 308,444 | $20M | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 280,114 | $19M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 278,500 | $18M | 0.1% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 274,047 | $18M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 272,989 | $18M | 0.1% | 2026-Q1 |
| BARLOW WEALTH PARTNERS, LLC added | 270,284 | $18M | 0.1% | 2026-Q1 |
| DANSKE BANK A/S trimmed | 272,160 | $18M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 263,179 | $17M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 36,891,239 | $2.6B | 12.7% | 2025-Q4 stale |
| Jefferies Financial Group Inc. added | 8,911,719 | $683M | 3.4% | 2025-Q3 stale |
| Freestone Grove Partners LP trimmed | 500,158 | $38M | 0.2% | 2025-Q3 stale |
| Coho Partners, Ltd. trimmed | 387,851 | $30M | 0.1% | 2025-Q3 stale |
| CHURCHILL MANAGEMENT Corp trimmed | 333,164 | $24M | 0.1% | 2025-Q2 stale |
| Arbejdsmarkedets Tillaegspension new | 347,460 | $24M | 0.1% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 274,525 | $20M | 0.1% | 2025-Q2 stale |
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.