74/100B77.840
USD
0.68
(0.88%)
Market Open
Last updated: · Delayed 15 min
Fair value60.71Plus+28%48Price 77.84112
Q4 FY2026 · Earnings report
EPS estimate 1.20Revenue estimate 3.85B
Q4 FY2026 · Earnings report
EPS estimate 1.20Revenue estimate 3.85B
Who owns WR Berkley?What is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
Institutions own 71.6% of WR Berkley's shares, through 962 funds, banks and other managers that report their holdings to the SEC; individual investors and others hold the rest. The largest on 30 June 2026 were Mitsui Sumitomo Insurance Co Ltd (15.1%), BlackRock, Inc. (5.6%), Vanguard Capital Management LLC (4.8%).
- Institutions ownWhat is institutional ownership? Institutional ownership is the share of a company's stock held by funds, banks and other investment managers, as they report it each quarter on Form 13F.
- 71.6%
- Institutional holders
- 962
- The 10 largest hold
- 41.1%
- Free floatWhat is free float? Free float is the part of a company's shares that anyone can buy and sell: all its shares minus those held by insiders, founders and owners of over 5%.
- 59.4%
- Holdings as of
- 30 Jun 2026
Who owns the shares
10 largest holders 41.1% Other institutions 30.5% Individuals and others 28.4%
Shares free to trade
Free float 220.52M shares ·59.4% Closely held 151.00M shares ·40.6%
Closely held shares belong to insiders, founders and owners of more than 5%, and seldom change hands. The free float is the rest: the shares anyone can buy and sell.
The largest shareholders
| # | Holder | Shares | Of the company | Value | Change last quarter (shares) |
|---|---|---|---|---|---|
| 1 | Mitsui Sumitomo Insurance Co Ltd | 58,780,450 | 15.10% | 4.15B USD | 0 |
| 2 | BlackRock, Inc. | 21,934,626 | 5.64% | 1.55B USD | -1,345,982 |
| 3 | Vanguard Capital Management LLC | 18,690,969 | 4.80% | 1.32B USD | -234,872 |
| 4 | Vanguard Portfolio Management LLC | 14,550,971 | 3.74% | 1.03B USD | -199,262 |
| 5 | State Street Corp | 14,126,628 | 3.60% | 1.00B USD | -278,782 |
| 6 | Geode Capital Management, LLC | 8,268,721 | 2.12% | 588.46M USD | +39,067 |
| 7 | Morgan Stanley | 8,252,790 | 2.12% | 582.07M USD | -2,159,675 |
| 8 | Kayne Anderson Rudnick Investment Management LLC | 6,377,064 | 1.64% | 449.77M USD | -1,395,149 |
| 9 | Invesco Ltd. | 5,028,284 | 1.29% | 354.64M USD | -23,481 |
| 10 | Goldman Sachs Group Inc | 4,158,216 | 1.07% | 293.28M USD | +1,306,932 |
| 11 | Dimensional Fund Advisors LP | 4,041,846 | 1.04% | 285.09M USD | +273,666 |
| 12 | Wells Fargo & Company | 3,720,958 | 0.96% | 262.44M USD | -68,708 |
| 13 | Aqr Capital Management LLC | 3,680,160 | 0.95% | 259.56M USD | +1,832,055 |
| 14 | First Trust Advisors LP | 3,624,858 | 0.93% | 255.66M USD | -348,071 |
| 15 | Norges Bank | 3,148,633 | 0.81% | 222.07M USD | New position |
| 16 | Bank Of America Corp | 2,849,413 | 0.73% | 200.97M USD | -55,109 |
| 17 | UBS Group AG | 2,835,322 | 0.73% | 199.98M USD | -432,454 |
| 18 | Arrowstreet Capital, Limited Partnership | 2,588,583 | 0.67% | 182.57M USD | +1,785,433 |
| 19 | Northern Trust Corp | 2,552,698 | 0.66% | 180.04M USD | -152,697 |
| 20 | 1832 Asset Management L.P. | 2,293,864 | 0.59% | 161.79M USD | -57 |
| 21 | JPMorgan Chase & Co | 2,154,477 | 0.55% | 152.99M USD | -1,119,487 |
| 22 | Polar Capital Holdings PLC | 2,130,000 | 0.55% | 150.23M USD | -145,000 |
| 23 | Royal London Asset Management Ltd | 2,115,249 | 0.54% | 149.19M USD | -169,334 |
| 24 | UBS AM | 2,041,622 | 0.52% | 144.00M USD | -133,870 |
| 25 | Two Sigma Investments, LP | 2,013,358 | 0.52% | 142.00M USD | +1,740,369 |
All institutions last quarter
- Bought or added
- 585 · 124 new
- Sold or cut
- 425 · 97 sold out
- Net shares bought
- +1.88M · 132.27M USD
- Institutional ownership
- 71.1% → 71.6%
Biggest buyers last quarter
- Norges BankNew position
- Sixth Street Partners Management Company, L.P.New position
- Aqr Capital Management LLC+1,832,055
- Arrowstreet Capital, Limited Partnership+1,785,433
- Two Sigma Investments, LP+1,740,369
Biggest sellers last quarter
- Morgan Stanley-2,159,675
- Kayne Anderson Rudnick Investment Management LLC-1,395,149
- BlackRock, Inc.-1,345,982
- JPMorgan Chase & Co-1,119,487
- Bank Of New York Mellon Corp-686,426
From the holders' 13F filings with the SEC for the quarter to 30 Jun 2026, filed up to 45 days after it; the buyers and sellers are among the 100 largest holders.
Common questions about WR Berkley's shareholders
Source: Financial Modeling Prep