W. R. Berkley (WRB) Institutional Ownership

$78.56
+0.01 (+0.01%)
(As of 05/8/2024 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)
$1.97B
Number of
Institutional Sellers
(last 12 months)
285
Total
Institutional Outflows
(last 12 months)
$981.84M
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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
5/8/2024Advisors Preferred LLC37,416$3.27M0.6%N/A0.015%
5/8/2024Bleakley Financial Group LLC18,820$1.66M0.0%+9.1%0.007%
5/8/2024ProShare Advisors LLC39,257$3.47M0.0%-6.7%0.015%
5/8/2024Cognios Beta Neutral Large Cap Fund LP2,327$206K0.3%-68.5%0.001%
5/8/2024Avantax Advisory Services Inc.6,132$542K0.0%+29.6%0.002%
5/8/2024US Bancorp DE10,841$959K0.0%+6.7%0.004%
5/8/2024Isthmus Partners LLC156,889$13.88M1.6%-3.9%0.061%
5/8/2024Russell Investments Group Ltd.436,055$38.56M0.1%-5.5%0.170%
5/8/2024 QRG Capital Management Inc.81,661$7.22M0.1%+3.3%0.032%
5/8/2024 Headlands Technologies LLC1,226$108K0.0%N/A0.000%
5/8/2024 Inspire Investing LLC17,962$1.59M0.2%-16.2%0.007%
5/7/2024 Meeder Advisory Services Inc.2,268$201K0.0%N/A0.001%
5/7/2024 Sei Investments Co.194,364$17.19M0.0%+59.6%0.076%
5/7/2024 Atomi Financial Group Inc.4,152$367K0.0%+7.0%0.002%
5/7/2024 Anchor Capital Advisors LLC968,233$85.63M2.2%+0.3%0.377%
5/7/2024 Montag A & Associates Inc.58,883$5.21M0.3%-1.3%0.023%
5/7/2024 Swiss National Bank617,775$54.64M0.0%-4.1%0.241%
5/7/2024 Forsta AP Fonden47,900$4.24M0.0%+17.1%0.019%
5/7/2024 Oppenheimer & Co. Inc.2,275$201K0.0%N/A0.001%
5/7/2024 SG Americas Securities LLC34,963$3.09M0.0%+201.3%0.014%
5/7/2024 Empowered Funds LLC13,930$1.23M0.0%-48.4%0.005%
5/7/2024 Corbyn Investment Management Inc. MD86,919$7.69M3.4%-0.7%0.034%
5/6/2024 Quantbot Technologies LP6,724$595K0.0%N/A0.003%
5/6/2024 Envestnet Portfolio Solutions Inc.39,655$3.51M0.0%-4.5%0.015%
5/6/2024 Empirical Finance LLC7,045$623K0.0%+3.6%0.003%
5/6/2024 Advisory Services Network LLC41,187$3.64M0.1%+4.5%0.016%
5/6/2024 Texas Permanent School Fund Corp41,897$3.71M0.0%-0.4%0.016%
5/4/2024 WBI Investments LLC83,649$7.40M1.5%+103.1%0.033%
5/3/2024 Chevy Chase Trust Holdings LLC112,608$9.96M0.0%-1.3%0.044%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S72,569$6.42M0.1%+606.2%0.028%
5/3/2024 Central Pacific Bank Trust Division21,737$1.90M0.2%N/A0.008%
5/2/2024 Chase Investment Counsel Corp17,918$1.58M0.6%N/A0.007%
5/2/2024 Mutual of America Capital Management LLC26,571$2.35M0.0%-2.5%0.010%
5/2/2024 Wright Investors Service Inc.5,334$472K0.1%-3.8%0.002%
5/2/2024 Daiwa Securities Group Inc.36,109$3.19M0.0%+3.3%0.014%
5/2/2024 Nordea Investment Management AB13,959$1.24M0.0%+5.6%0.005%
5/2/2024 Almanack Investment Partners LLC.12,198$1.08M0.2%-7.9%0.005%
5/2/2024 Tobam51,160$4.53M0.4%-0.6%0.020%
5/2/2024 Tokio Marine Asset Management Co. Ltd.6,433$569K0.0%+23.2%0.003%
5/2/2024 Pullen Investment Management LLC16,011$1.42M1.2%N/A0.006%
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5/1/2024 Smith Shellnut Wilson LLC ADV2,805$248K0.1%N/A0.001%
5/1/2024 Janney Montgomery Scott LLC163,470$14.46M0.0%+3.4%0.064%
5/1/2024 BNP Paribas Financial Markets246,767$21.82M0.0%-8.8%0.096%
5/1/2024 Mirae Asset Global Investments Co. Ltd.36,959$3.27M0.0%+25.4%0.014%
5/1/2024 Stegent Equity Advisors Inc.15,318$1.36M1.4%+20.3%0.006%
5/1/2024 Diversify Advisory Services LLC9,586$839K0.0%N/A0.004%
4/30/2024 Private Advisor Group LLC14,704$1.30M0.0%+5.4%0.006%
4/30/2024 J.W. Cole Advisors Inc.2,810$249K0.0%N/A0.001%
4/30/2024 Retirement Systems of Alabama44,732$3.96M0.0%-0.4%0.017%
4/30/2024 Fairman Group LLC46,725$4.13M3.9%-2.2%0.018%
4/30/2024 Norden Group LLC19,692$1.74M0.1%N/A0.008%
4/30/2024 HB Wealth Management LLC3,574$316K0.0%-12.6%0.001%
4/30/2024 Woodward Diversified Capital LLC3,115$276K0.2%N/A0.001%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.1,260$111K0.0%N/A0.000%
4/30/2024 Arkadios Wealth Advisors5,177$458K0.0%+10.4%0.002%
4/30/2024 Caprock Group LLC3,612$320K0.0%+5.9%0.001%
4/30/2024 Hutchens & 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%
4/29/2024 Greenleaf Trust4,914$435K0.0%-3.7%0.002%
4/29/2024 Principal Financial Group Inc.644,942$57.04M0.0%+3.5%0.251%
4/29/2024 Benjamin Edwards Inc.1,937$171K0.0%+63.7%0.001%
4/29/2024 Benjamin F. Edwards & Company Inc.98,019$8.67M0.2%-0.8%0.038%
4/29/2024 Insight Inv LLC19,545$1.73M1.5%+6.5%0.008%
4/29/2024 Mn Services Vermogensbeheer B.V.83,400$7.38M0.1%N/A0.033%
4/29/2024 Intelligent Financial Strategies503$44K0.0%N/A0.000%
4/29/2024 Baxter 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%
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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%
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%
(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 704 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), Norges Bank ($3.02M), JPMorgan Chase & Co. ($2.55M), Victory Capital Management Inc. ($2.17M), The Manufacturers Life Insurance Company ($1.76M), Envestnet Asset Management Inc. ($1.71M), and Confluence Investment Management LLC ($1.28M).

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

Institutional investors have bought a total of 63,898,245 shares in the last 24 months. This purchase volume represents approximately $4.25B in transactions.

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

Of the 442 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 32,740,997 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 5/9/2024 by MarketBeat.com Staff

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