W. R. Berkley (WRB) Institutional Ownership

$76.97
-0.41 (-0.53%)
(As of 04/30/2024 ET)

Institutional Ownership Changes (13F Filings) for W. R. Berkley (NYSE:WRB)

Current
Institutional Ownership
Percentage
68.82%
Number of
Institutional Buyers
(last 12 months)
431
Total
Institutional Inflows
(last 12 months)
$1.99B
Number of
Institutional Sellers
(last 12 months)
289
Total
Institutional Outflows
(last 12 months)
$1.03B
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WRB Institutional Buying and Selling by Quarter

W. R. Berkley Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2024Woodward Diversified Capital LLC3,115$276K0.2%N/A0.001%
4/30/2024Harel Insurance Investments & Financial Services Ltd.1,260$111K0.0%N/A0.000%
4/30/2024Arkadios Wealth Advisors5,177$458K0.0%+10.4%0.002%
4/30/2024Caprock Group LLC3,612$320K0.0%+5.9%0.001%
4/30/2024Hutchens & Kramer Investment Management Group LLC3,166$277K0.2%+5.8%0.001%
4/30/2024 Allspring Global Investments Holdings LLC232,671$20.58M0.0%-39.8%0.091%
4/29/2024Commonwealth Equity Services LLC92,224$8.16M0.0%-1.4%0.036%
4/29/2024Greenleaf Trust4,914$435K0.0%-3.7%0.002%
4/29/2024Principal Financial Group Inc.644,942$57.04M0.0%+3.5%0.251%
4/29/2024Benjamin Edwards Inc.1,937$171K0.0%+63.7%0.001%
4/29/2024Benjamin F. Edwards & Company Inc.98,019$8.67M0.2%-0.8%0.038%
4/29/2024Insight Inv LLC19,545$1.73M1.5%+6.5%0.008%
4/29/2024Mn Services Vermogensbeheer B.V.83,400$7.38M0.1%N/A0.033%
4/29/2024Intelligent Financial Strategies503$44K0.0%N/A0.000%
4/29/2024Baxter Bros Inc.10,532$931K0.1%N/A0.004%
4/26/2024 Securian Asset Management Inc.11,880$1.05M0.0%-7.4%0.005%
4/26/2024 Aspen Investment Management Inc6,867$607K0.3%+39.8%0.003%
4/26/2024 Cottonwood Capital Advisors LLC2,934$241K0.2%N/A0.001%
4/26/2024 Yousif Capital Management LLC27,336$2.42M0.0%-2.5%0.011%
4/26/2024 Mitchell & Pahl Private Wealth LLC14,221$1.26M0.7%+1.0%0.006%
4/26/2024 Checchi Capital Advisers LLC2,775$245K0.0%-17.6%0.001%
4/25/2024 Mendota Financial Group LLC1,040$92K0.1%-24.4%0.000%
4/25/2024 Bank of New York Mellon Corp1,617,944$143.09M0.0%-6.8%0.631%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 36,066$3.19M0.0%-23.5%0.014%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund134,162$11.87M0.1%-3.8%0.052%
4/25/2024 Valeo Financial Advisors LLC2,551$226K0.0%N/A0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.64,246$5.68M0.0%+123.5%0.025%
4/24/2024 CENTRAL TRUST Co442$39K0.0%-33.2%0.000%
4/24/2024 Townsend & Associates Inc182,124$16.11M1.9%+0.7%0.071%
4/24/2024 Simplicity Wealth LLC18,503$1.64M0.0%N/A0.007%
4/23/2024 Global Retirement Partners LLC718$64K0.0%+50.8%0.000%
4/23/2024 Speece Thorson Capital Group Inc.157,025$13.89M2.7%-20.2%0.061%
4/23/2024 Louisiana State Employees Retirement System11,800$1.04M0.0%-4.1%0.005%
4/23/2024 Nations Financial Group Inc. IA ADV10,706$947K0.1%+4.9%0.004%
4/23/2024 New Mexico Educational Retirement Board10,250$907K0.0%-1.9%0.004%
4/23/2024 Fifth Third Bancorp5,763$510K0.0%+16.3%0.002%
4/23/2024 Graham Capital Wealth Management LLC3,785$335K0.4%-19.2%0.001%
4/23/2024 Accurate Wealth Management LLC31,971$2.63M0.8%+3.9%0.012%
4/23/2024 Raymond James Financial Services Advisors Inc.55,818$4.94M0.0%+3.7%0.022%
4/22/2024 Nilsine Partners LLC2,340$207K0.0%-63.2%0.001%
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4/22/2024 America First Investment Advisors LLC285,069$25.21M6.1%-1.3%0.111%
4/22/2024 Parsons Capital Management Inc. RI12,933$1.14M0.1%-1.8%0.005%
4/22/2024 Raymond James & Associates809,526$71.59M0.0%+8.1%0.316%
4/22/2024 Arthur M. Cohen & Associates LLC3,350$296K0.1%+11.7%0.001%
4/22/2024 IFM Investors Pty Ltd43,504$3.85M0.0%-2.1%0.017%
4/22/2024 Everpar Advisors LLC8,915$788K0.5%-44.5%0.003%
4/19/2024 First Trust Direct Indexing L.P.10,218$904K0.1%+8.1%0.004%
4/19/2024 Norden Group LLC19,692$1.74M0.0%N/A0.008%
4/19/2024 Wallington Asset Management LLC264,971$23.43M3.7%+0.4%0.103%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.520,067$46.00M0.0%+0.1%0.203%
4/18/2024 State of Michigan Retirement System55,546$4.91M0.0%-0.4%0.022%
4/18/2024 Applied Capital LLC FL19,497$1.72M1.4%+1.8%0.008%
4/18/2024 Financial Strategies Group Inc.62,874$5.27M1.4%+18.4%0.025%
4/18/2024 Allspring Global Investments Holdings LLC232,671$20.58M0.0%-39.8%0.091%
4/18/2024 LVW Advisors LLC9,143$809K0.1%-3.5%0.004%
4/17/2024 Iron Horse Wealth Management LLC2,218$196K0.1%-13.8%0.001%
4/17/2024 Vicus Capital2,784$246K0.0%N/A0.001%
4/17/2024 Romano Brothers AND Company4,475$396K0.1%-3.2%0.002%
4/17/2024 Hennion & Walsh Asset Management Inc.6,223$550K0.0%-57.3%0.002%
4/16/2024 Firethorn Wealth Partners LLC2,737$242K0.1%N/A0.001%
4/16/2024 Thrive Wealth Management LLC3,378$299K0.1%+6.4%0.001%
4/16/2024 Wealth Enhancement Advisory Services LLC7,464$660K0.0%+6.1%0.003%
4/15/2024 Agate Pass Investment Management LLC25,983$2.30M1.2%-0.7%0.010%
4/15/2024 Sound Income Strategies LLC451$40K0.0%+563.2%0.000%
4/15/2024 West Paces Advisors Inc.1,228$109K0.0%+12.7%0.000%
4/12/2024 Gateway Investment Advisers LLC72,945$6.45M0.1%-12.9%0.028%
4/12/2024 Global Assets Advisory LLC91,560$8.10M0.0%N/A0.036%
4/12/2024 AdvisorNet Financial Inc1,436$127K0.0%+15.9%0.001%
4/12/2024 Washington Capital Management Inc.7,600$672K0.5%-15.6%0.003%
4/11/2024 Ballentine Partners LLC9,479$838K0.0%+3.3%0.004%
4/11/2024 MJP Associates Inc. ADV4,727$418K0.1%+25.3%0.002%
4/11/2024 Optimum Investment Advisors1,975$175K0.1%+14.5%0.001%
4/11/2024 CHURCHILL MANAGEMENT Corp218,391$19.31M0.2%+0.9%0.085%
4/11/2024 Tealwood Asset Management Inc.27,459$2.43M1.1%N/A0.011%
4/11/2024 Financiere des Professionnels Fonds d investissement inc.12,237$1.08M0.1%+22.1%0.005%
4/10/2024 Park Avenue Securities LLC6,348$561K0.0%-11.9%0.002%
4/10/2024 Wedmont Private Capital4,768$399K0.0%+3.0%0.002%
4/9/2024 Alaska Permanent Fund Corp73,756$6.52M0.1%+2.8%0.029%
4/8/2024Pensionfund Sabic14,500$1.28M0.4%-27.5%0.006%
4/5/2024 First Hawaiian Bank20,166$1.78M0.1%+7.6%0.008%
4/5/2024 GAMMA Investing LLC1,901$168K0.0%+23.2%0.001%
4/5/2024 Butensky & Cohen Financial Security Inc.54,914$4.86M1.5%-5.4%0.021%
4/5/2024 Los Angeles Capital Management LLC1,157,290$102.35M0.3%+0.5%0.451%
4/5/2024 CWM LLC245,760$21.74M0.3%-7.0%0.096%
4/1/2024 Confluence Investment Management LLC935,165$82.71M1.1%N/A0.365%
3/29/2024Kapitalo Investimentos Ltda1,576$111K0.0%+268.2%0.001%
3/27/2024Nomura Holdings Inc.4,114$291K0.0%N/A0.002%
3/26/2024HighPoint Advisor Group LLC2,852$202K0.0%N/A0.001%
3/26/2024Fairman Group LLC47,785$3.38M3.2%N/A0.019%
3/25/2024Quadrature Capital Ltd12,775$904K0.0%-61.3%0.005%
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3/15/2024B. Riley Wealth Advisors Inc.3,052$216K0.0%-49.2%0.001%
3/11/2024Vanguard Group Inc.24,243,598$1.71B0.0%-0.4%9.450%
3/8/2024Trust Co. of Vermont13,757$973K0.1%-2.0%0.005%
3/6/2024Alamar Capital Management LLC35,617$2.52M2.0%+1.4%0.014%
3/5/2024Greenwood Capital Associates LLC5,932$420K0.1%N/A0.002%
3/5/2024Wellington Management Group LLP834,593$59.02M0.0%-8.7%0.325%
3/1/2024Royal London Asset Management Ltd.151,257$10.70M0.0%-9.4%0.059%
3/1/2024Goldman Sachs Group Inc.1,396,565$98.77M0.0%-6.0%0.544%
2/28/2024American International Group Inc.53,389$3.78M0.0%-3.4%0.021%
2/26/2024Teachers Retirement System of The State of Kentucky17,601$1.25M0.0%-4.5%0.007%
(Data available from 1/1/2016 forward)

WRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WRB shares?

During the previous two years, 787 institutional investors and hedge funds held shares of W. R. Berkley. The most heavily invested institutionals were Vanguard Group Inc. ($1.71B), Morgan Stanley ($829.51M), BlackRock Inc. ($822.88M), State Street Corp ($642.73M), Kayne Anderson Rudnick Investment Management LLC ($432.95M), Victory Capital Management Inc. ($409.74M), and Geode Capital Management LLC ($271.72M).Learn more on WRB's institutional investors.

What percentage of W. R. Berkley stock is owned by institutional investors?

68.82% of W. R. Berkley stock is owned by institutional investors. Learn more on WRB's institutional investor holdings.

Which institutional investors have been buying W. R. Berkley stock?

Of the 714 institutional investors that purchased W. R. Berkley stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($5.08M), Victory Capital Management Inc. ($3.88M), Norges Bank ($3.02M), JPMorgan Chase & Co. ($2.55M), Envestnet Asset Management Inc. ($1.93M), The Manufacturers Life Insurance Company ($1.76M), and Confluence Investment Management LLC ($1.28M).

How much institutional buying is happening at W. R. Berkley?

Institutional investors have bought a total of 67,323,848 shares in the last 24 months. This purchase volume represents approximately $4.47B in transactions.

Which W. R. Berkley major shareholders have been selling company stock?

Of the 437 institutional investors that sold W. R. Berkley stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($4.64M), Citigroup Inc. ($2.01M), BloombergSen Inc. ($1.68M), Envestnet Asset Management Inc. ($1.47M), Nuance Investments LLC ($1.04M), BlackRock Inc. ($924.96K), and State Street Corp ($918.46K).

How much institutional selling is happening at W. R. Berkley?

Institutional investors have sold a total of 32,785,512 shares in the last 24 months. This volume of shares sold represents approximately $2.15B in transactions.


This page (NYSE:WRB) was last updated on 4/30/2024 by MarketBeat.com Staff

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