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WRB — BERKLEY W R CORP

Reported value held$9.22B
Funds holding (latest)51
SectorFinancials

Index member: S&P 500

Funds holding (Q2 2026)41
Institutional value$6.28B · 89.40M sh
New / Add / Cut / Exit3 / 16 / 18 / 1
Top-5 / Top-10 concentration53.6% / 71.8%
Institutional holdings change Accumulating +6.3% (+5.28M sh)
Institutional value change Up +13.2%

As of Q2 2026, 41 SEC-registered investment managers reported holding WRB (BERKLEY W R CORP) in their latest 13F filings, with a combined reported value of $6.28B across 89.40M shares. That is +6.3% by share count (+5.28M shares) versus the previous quarter, while reported value moved +13.2%. Ownership is concentrated: the five largest holders account for 53.6% of reported value and the top ten for 71.8%.

Compared with the prior quarter, 3 opened new positions, 16 added to existing stakes, 18 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

WRB is a constituent of the S&P 500 and is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 37.03M $2.60B 0.04% Add
BlackRock Inc history Q2 2026 21.93M $1.55B 0.02% Reduce
Geode Capital Management history Q2 2026 8.27M $588.46M 0.03% Hold
Morgan Stanley history Q2 2026 8.25M $582.07M 0.03% Reduce
Invesco Ltd history Q2 2026 5.03M $354.64M 0.03% Hold
Goldman Sachs Group history Q2 2026 4.16M $293.28M 0.03% Add
Wells Fargo & Co history Q2 2026 3.72M $262.44M 0.04% Reduce
AQR Capital Management history Q2 2026 3.68M $259.56M 0.09% Add
Norges Bank Investment Management history Q2 2026 3.15M $222.07M 0.02% Reduce
Bank of America Corp history Q2 2026 2.85M $200.97M 0.01% Reduce
UBS Group AG history Q2 2026 2.84M $199.98M 0.03% Reduce
Arrowstreet Capital history Q2 2026 2.59M $182.57M 0.08% Add
Northern Trust Corp history Q2 2026 2.55M $180.04M 0.02% Reduce
Janus Henderson Group history Q1 2026 2.46M $162.91M 0.08% Reduce
JPMorgan Chase & Co history Q2 2026 2.15M $152.99M 0.02% New
Two Sigma Investments history Q2 2026 2.01M $142.00M 0.11% Add
Capital World Investors history Q1 2023 2.22M $137.97M 0.03% Hold
Charles Schwab Investment Management history Q2 2026 1.92M $135.24M 0.02% Add
Legal & General Investment Management America history Q2 2026 1.60M $112.81M 0.02% Reduce
Citadel Advisors history Q2 2026 1.52M $107.06M 0.01% Add

View all 51 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 23.36M 24.36M 24.16M 25.24M 24.77M 25.06M 23.28M 21.93M
Geode Capital Management 3.02M 3.02M 4.28M 4.41M 4.46M 4.49M 4.50M 4.57M 4.66M 4.80M 4.98M 5.13M 7.59M 7.69M 7.90M 8.19M 8.34M 8.35M 8.23M 8.27M
Morgan Stanley 375.63K 370.25K 516.71K 1.69M 2.07M 10.90M 11.82M 12.54M 13.07M 12.58M 12.63M 13.32M 20.03M 18.37M 15.79M 13.24M 11.80M 9.80M 10.41M 8.25M
Invesco Ltd 1.46M 1.54M 3.38M 4.97M 5.31M 4.80M 3.69M 2.44M 2.37M 2.69M 3.26M 3.42M 4.32M 4.55M 4.16M 3.67M 4.89M 4.91M 5.05M 5.03M
Goldman Sachs Group 917.15K 729.60K 1.70M 1.11M 1.24M 993.75K 1.18M 1.56M 1.49M 1.40M 997.72K 1.26M 1.48M 2.15M 1.54M 1.19M 1.61M 2.75M 2.85M 4.16M
Wells Fargo & Co 1.01M 988.17K 2.05M 2.00M 1.99M 1.89M 1.51M 1.63M 1.79M 1.80M 1.81M 1.77M 2.77M 2.87M 4.11M 4.07M 3.91M 3.99M 3.79M 3.72M
AQR Capital Management 471.89K 436.59K 378.45K 216.92K 348.41K 392.06K 532.33K 622.96K 603.45K 535.47K 505.31K 599.11K 1.11M 1.30M 1.54M 1.79M 1.65M 1.73M 1.85M 3.68M
Norges Bank Investment Management — — — — — 2.74M — — — 3.02M — 3.82M — 4.66M — 5.01M — 6.21M — 3.15M
Bank of America Corp 1.06M 1.05M 1.27M 1.74M 1.63M 1.63M 1.81M 1.43M 1.76M 1.75M 890.86K 2.40M 1.33M 2.95M 3.48M 2.68M 2.57M 2.35M 2.90M 2.85M
UBS Group AG 101.48K 209.03K 310.63K 486.54K 383.04K 492.93K 390.50K 505.43K 802.36K 1.26M 1.48M 1.39M 2.40M 1.70M 2.61M 2.61M 2.60M 3.51M 3.27M 2.84M
Arrowstreet Capital 77.38K — — 26.31K 68.98K 28.69K 50.97K 784.46K 642.05K 843.48K 909.44K 693.02K 884.10K 812.26K 1.36M 1.07M 569.43K 1.04M 803.15K 2.59M
Northern Trust Corp 1.46M 1.47M 2.10M 2.03M 1.99M 1.98M 2.00M 1.90M 2.00M 2.04M 1.95M 1.95M 2.72M 3.28M 3.24M 3.08M 3.01M 2.89M 2.71M 2.55M
JPMorgan Chase & Co 2.18M 2.20M 3.29M 3.10M 2.96M 3.05M 2.58M 4.05M 4.05M 4.31M 4.58M 4.75M 7.37M 7.09M 6.70M 7.27M 4.91M 2.96M — 2.15M
Two Sigma Investments 17.15K 94.19K 169.84K 154.68K 164.72K 81.37K 165.85K 640.89K 297.28K 107.17K 40.41K 35.22K 39.57K 28.91K 32.43K 13.47K 29.02K 26.55K 272.99K 2.01M
Charles Schwab Investment Management 988.38K 1.01M 1.56M 1.58M 1.57M 1.62M 1.62M 1.60M 1.63M 1.68M 1.70M 1.70M 1.75M 1.80M 1.82M 1.85M 1.86M 1.88M 1.90M 1.92M
Legal & General Investment Management America 1.08M 1.02M 1.62M 1.67M 1.65M 1.56M 1.56M 1.52M 1.48M 1.73M 1.65M 1.70M 2.38M 1.91M 1.92M 2.09M 2.13M 2.06M 1.87M 1.60M
Citadel Advisors 825.34K 825.99K 531.93K 271.62K 980.19K 825.41K 928.15K 1.52M 740.00K 91.80K 53.40K 524.29K 109.45K 440.68K 143.86K 75.10K 137.51K 155.85K 1.46M 1.52M
Principal Global Investors 177.74K 171.25K 295.51K 263.80K 254.58K 245.74K 249.85K 233.86K 243.65K 622.88K 644.94K 1.18M 3.67M 4.12M 5.02M 5.00M 5.24M 2.71M 1.92M 1.46M
Fidelity Management & Research (FMR) 18.29K 18.18K 632.45K 865.35K 1.08M 1.02M 676.88K 239.00K 191.30K 163.85K 79.13K 69.25K 116.77K 133.54K 149.09K 190.94K 288.63K 1.27M 1.39M 1.45M
BNY Mellon 1.12M 1.17M 1.75M 1.80M 2.06M 1.72M 1.73M 1.69M 1.75M 1.74M 1.62M 1.59M 2.30M 1.95M 1.87M 1.72M 1.74M 2.20M 2.03M 1.35M

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