Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WRB held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MITSUI SUMITOMO INSURANCE CO LTD | 58.8M | $3.90B | +16.3% | 15.696% | 100.00% |
| 2 | BlackRock, Inc. | 23.3M | $1.54B | -7.1% | 6.217% | 0.03% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 18.9M | $1.25B | — | 5.054% | 0.03% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14.8M | $977.6M | — | 3.939% | 0.05% |
| 5 | STATE STREET CORP | 14.4M | $954.8M | -3.4% | 3.847% | 0.03% |
| 6 | MORGAN STANLEY | 10.4M | $690.1M | +6.3% | 2.780% | 0.04% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 8.2M | $549.2M | -1.4% | 2.198% | 0.03% |
| 8 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7.8M | $515.1M | -10.8% | 2.075% | 1.51% |
| 9 | Invesco Ltd. | 5.1M | $334.8M | +2.8% | 1.349% | 0.05% |
| 10 | FIRST TRUST ADVISORS LP | 4.0M | $263.3M | +10.5% | 1.061% | 0.19% |
| 11 | WELLS FARGO & COMPANY/MN | 3.8M | $251.2M | -5.0% | 1.012% | 0.05% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 3.8M | $249.8M | +3.6% | 1.006% | 0.05% |
| 13 | UBS Group AG | 3.3M | $216.6M | -6.8% | 0.873% | 0.03% |
| 14 | BANK OF AMERICA CORP /DE/ | 2.9M | $192.5M | +23.4% | 0.776% | 0.01% |
| 15 | GOLDMAN SACHS GROUP INC | 2.9M | $189.0M | +3.5% | 0.761% | 0.02% |
| 16 | NORTHERN TRUST CORP | 2.7M | $179.3M | -6.3% | 0.722% | 0.02% |
| 17 | JANUS HENDERSON GROUP PLC | 2.5M | $162.9M | -30.9% | 0.656% | 0.08% |
| 18 | 1832 Asset Management L.P. | 2.3M | $152.0M | -1.3% | 0.613% | 0.20% |
| 19 | ROYAL LONDON ASSET MANAGEMENT LTD | 2.3M | $151.4M | -18.1% | 0.610% | 0.32% |
| 20 | Polar Capital Holdings Plc | 2.3M | $150.8M | -7.0% | 0.607% | 0.54% |
| 21 | UBS ASSET MANAGEMENT AMERICAS INC | 2.2M | $144.2M | -2.0% | 0.581% | 0.03% |
| 22 | Bank of New York Mellon Corp | 2.0M | $134.8M | -7.6% | 0.543% | 0.02% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 1.9M | $127.2M | -29.1% | 0.512% | 0.07% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.9M | $126.0M | +1.3% | 0.508% | 0.02% |
| 25 | Legal & General Group Plc | 1.9M | $124.0M | -9.2% | 0.500% | 0.03% |
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.
Filings activity in WRB during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 909 | 1.8% | 70.04% | 6.20 pp | $17.91B | 8.1% |
| Q4 2025 | 926 | +1.6% | 76.24% | +4.01 pp | $19.49B | +5.5% |
| Q3 2025 | 911 | +1.3% | 72.23% | 0.33 pp | $18.47B | 0.5% |
| Q2 2025 | 899 | +1.4% | 72.56% | +3.30 pp | $18.55B | +4.8% |
| Q1 2025 | 887 | +4.6% | 69.26% | +11.21 pp | $17.71B | +19% |
| Q4 2024 | 848 | +10.0% | 58.05% | +4.51 pp | $14.84B | +8.4% |
| Q3 2024 | 771 | +4.3% | 53.54% | +1.36 pp | $13.69B | +2.6% |
| Q2 2024 | 739 | — | 52.18% | — | $13.34B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WRB stock.
Based on Q1 2026 13F filings, institutional ownership of W. R. Berkley Corporation stands at 70.0%, held across 909 reporting institutions.
MITSUI SUMITOMO INSURANCE CO LTD is the largest reported institutional holder of WRB, with approximately 58,780,450 shares worth $3.90B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of WRB.
Our composite Smart Money Score for WRB is 22 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
114 institutions opened new positions in WRB during Q1 2026, while 131 fully exited. 145 added to existing positions and 646 trimmed.
WRB institutional ownership fell by 6.20 percentage points quarter-over-quarter, with a net change of -17 holders.
The top 10 institutions account for 61.3% of all reported 13F value in WRB, and the top 25 account for 75.6%.
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