| 0.03% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14.6M | $1.03B | -1.4% | 3.909% | 0.05% |
| 5 | STATE STREET CORP | 14.1M | $1.00B | -1.9% | 3.795% | 0.01% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 8.3M | $588.5M | +0.5% | 2.221% | 0.03% |
| 7 | MORGAN STANLEY | 8.3M | $582.1M | -20.7% | 2.217% | 0.03% |
| 8 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6.4M | $449.8M | -17.9% | 1.713% | 1.40% |
| 9 | Invesco Ltd. | 5.0M | $354.6M | -0.5% | 1.351% | 0.03% |
| 10 | GOLDMAN SACHS GROUP INC | 4.2M | $293.3M | +45.8% | 1.117% | 0.03% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 4.0M | $285.1M | +7.3% | 1.086% | 0.05% |
| 12 | WELLS FARGO & COMPANY/MN | 3.7M | $262.4M | -1.8% | 1.000% | 0.04% |
| 13 | AQR CAPITAL MANAGEMENT LLC | 3.7M | $259.6M | +99.1% | 0.989% | 0.09% |
| 14 | FIRST TRUST ADVISORS LP | 3.6M | $255.7M | -8.8% | 0.974% | 0.15% |
| 15 | NORGES BANK | 3.1M | $222.1M | — | 0.846% | 0.02% |
| 16 | BANK OF AMERICA CORP /DE/ | 2.8M | $201.0M | -1.9% | 0.765% | 0.01% |
| 17 | UBS Group AG | 2.8M | $200.0M | -13.2% | 0.762% | 0.03% |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.6M | $182.6M | +222.3% | 0.695% | 0.08% |
| 19 | NORTHERN TRUST CORP | 2.6M | $180.0M | -5.6% | 0.686% | 0.02% |
| 20 | 1832 Asset Management L.P. | 2.3M | $161.8M | 0.0% | 0.616% | 0.08% |
| 21 | JPMORGAN CHASE & CO | 2.2M | $153.0M | -34.2% | 0.579% | 0.01% |
| 22 | Polar Capital Holdings Plc | 2.1M | $150.2M | -6.4% | 0.572% | 0.35% |
| 23 | ROYAL LONDON ASSET MANAGEMENT LTD | 2.1M | $149.2M | -7.4% | 0.568% | 0.27% |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 2.0M | $144.0M | -6.2% | 0.548% | 0.03% |
| 25 | TWO SIGMA INVESTMENTS, LP | 2.0M | $142.0M | +637.5% | 0.541% | 0.10% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WRB — a direct measure of their conviction.
| 68.96% |
| 0.92 pp |
| $17.71B |
| +19% |
| Q4 2024 | 848 | +10.0% | 69.88% | +3.01 pp | $14.84B | +8.4% |
| Q3 2024 | 771 | — | 66.87% | — | $13.69B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
106 institutions opened new positions in WRB during Q2 2026, while 82 fully exited. 624 added to existing positions and 195 trimmed.
WRB institutional ownership rose by 0.03 percentage points quarter-over-quarter, with a net change of +29 holders.
The top 10 institutions account for 58.2% of all reported 13F value in WRB, and the top 25 account for 73.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
W. R. Berkley Corporation (WRB) Institutional Ownership