Fund shareholders of W R Berkley Corp
ISIN US0844231029 · United States · LEI SQOAGCLKBDWNVYV1OV80
- Fund shareholders
- 622
- Of which ETFs
- 201 421 other funds
- Value held
- ≈ 5.8B $ 5.8B $ · 590.4M SEK · 3.6M €
- Share of capital
- 22.4 % of 371.2M shares on Jul 27, 2026
622 funds hold this company. This table lists the 617 that declare it in a regulatory filing. The other 5 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 8,866,248 | 625.3M $ | 0.03 % | 2.39 % | as of Jun 30, 2026 ↗ |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 7,618,198 | 537.3M $ | 0.03 % | 2.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,050,140 | 426.7M $ | 0.19 % | 1.63 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P 500 ETF iShares Trust | 4,045,493 | 285.3M $ | 0.03 % | 1.09 % | as of Jun 30, 2026 ↗ |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 3,812,931 | 242.3M $ | 0.03 % | 1.03 % | as of May 31, 2026 ↗ |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 3,580,233 | 252.5M $ | 2.87 % | 0.96 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 2,734,583 | 198.4M $ | 0.21 % | 0.74 % | as of Jul 31, 2026 ↗ |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,655,203 | 187.3M $ | 0.07 % | 0.72 % | as of Jun 30, 2026 ↗ |
| First Trust Capital Strength ETF First Trust Exchange-Traded Fund | 2,322,187 | 163.8M $ | 2.14 % | 0.63 % | as of Jun 30, 2026 ↗ |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 1,989,377 | 140.3M $ | 0.27 % | 0.54 % | as of Jun 30, 2026 ↗ |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,793,310 | 126.5M $ | 0.34 % | 0.48 % | as of Jun 30, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 1,664,001 | 120.7M $ | 0.09 % | 0.45 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,595,111 | 112.5M $ | 0.03 % | 0.43 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 981,547 | 62.4M $ | 0.90 % | 0.26 % | as of May 31, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 935,182 | 66M $ | 0.12 % | 0.25 % | as of Jun 30, 2026 ↗ |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 934,504 | 65.9M $ | 0.58 % | 0.25 % | as of Jun 30, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 913,101 | 66.2M $ | 0.07 % | 0.25 % | as of Jul 31, 2026 ↗ |
| Fidelity Dividend Growth Fund Fidelity Securities Fund | 891,700 | 64.7M $ | 0.54 % | 0.24 % | as of Jul 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 859,625 | 62.4M $ | 0.12 % | 0.23 % | as of Jul 31, 2026 ↗ |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 798,254 | 56.3M $ | 5.20 % | 0.22 % | as of Jun 30, 2026 ↗ |
| VALUE LINE MID CAP FOCUSED FUND, INC. Value Line Mid Cap Focused Fund, Inc. | 797,506 | 56.2M $ | 4.56 % | 0.21 % | as of Jun 30, 2026 ↗ |
| Parnassus Mid Cap Fund Parnassus Funds | 779,771 | 55M $ | 2.18 % | 0.21 % | as of Jun 30, 2026 ↗ |
| MidCap Fund Principal Funds, Inc | 739,980 | 53.7M $ | 0.23 % | 0.20 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 738,551 | 52.1M $ | 0.24 % | 0.20 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 701,880 | 49.5M $ | 0.03 % | 0.19 % | as of Jun 30, 2026 ↗ |
| Madison Mid Cap Fund MADISON FUNDS | 691,754 | 50.2M $ | 2.92 % | 0.19 % | as of Jul 31, 2026 ↗ |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 658,714 | 47.8M $ | 0.03 % | 0.18 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 563,059 | 35.8M $ | 0.03 % | 0.15 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 517,040 | 37.5M $ | 0.08 % | 0.14 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 507,700 | 35.8M $ | 0.04 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 501,408 | 36.4M $ | 0.15 % | 0.14 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 454,424 | 28.9M $ | 0.03 % | 0.12 % | as of May 31, 2026 ↗ |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 453,187 | 32.9M $ | 0.11 % | 0.12 % | as of Jul 31, 2026 ↗ |
| Fidelity Capital Appreciation Fund Fidelity Capital Trust | 452,900 | 32.9M $ | 0.42 % | 0.12 % | as of Jul 31, 2026 ↗ |
| AP7 Aktiefond Sjunde AP-fonden | 401,915 | 253.8M SEK | 0.02 % | 0.11 % | as of Mar 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 399,524 | 25.4M $ | 0.19 % | 0.11 % | as of May 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 385,658 | 27.2M $ | 0.03 % | 0.10 % | as of Jun 30, 2026 ↗ |
| iShares S&P 500 Growth ETF iShares Trust | 353,896 | 25M $ | 0.03 % | 0.10 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 347,800 | 24.5M $ | 0.16 % | 0.09 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 334,452 | 24.3M $ | 0.06 % | 0.09 % | as of Jul 31, 2026 ↗ |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 325,948 | 23M $ | 0.03 % | 0.09 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Quality Factor ETF iShares Trust | 323,459 | 23.5M $ | 0.05 % | 0.09 % | as of Jul 31, 2026 ↗ |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 319,008 | 22.5M $ | 0.20 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 316,026 | 20.1M $ | 0.03 % | 0.09 % | as of May 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 306,557 | 22.2M $ | 0.06 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Invesco S&P 500 GARP ETF Invesco Exchange-Traded Fund Trust | 296,327 | 21.5M $ | 0.95 % | 0.08 % | as of Jul 31, 2026 ↗ |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 277,622 | 19.6M $ | 0.03 % | 0.07 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 250,231 | 17.6M $ | 0.03 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 241,236 | 15.3M $ | 0.02 % | 0.06 % | as of May 31, 2026 ↗ |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 235,958 | 17.1M $ | 0.21 % | 0.06 % | as of Jul 31, 2026 ↗ |
| iShares S&P 500 Value ETF iShares Trust | 206,874 | 14.6M $ | 0.03 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 198,120 | 12.6M $ | 0.18 % | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 196,439 | 14.2M $ | 0.01 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 189,651 | 13.8M $ | 0.02 % | 0.05 % | as of Jul 31, 2026 ↗ |
| The Fairholme Focused Income Fund Fairholme Funds Inc | 187,650 | 11.9M $ | 5.46 % | 0.05 % | as of May 29, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 185,094 | 13.4M $ | 0.09 % | 0.05 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 184,999 | 13M $ | 0.03 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 179,319 | 13M $ | 0.03 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 176,737 | 11.2M $ | 0.03 % | 0.05 % | as of May 31, 2026 ↗ |
| Victory Income Stock Fund Victory Portfolios III | 171,868 | 12.5M $ | 0.44 % | 0.05 % | as of Jul 31, 2026 ↗ |
| iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 171,635 | 10.9M $ | 0.33 % | 0.05 % | as of May 31, 2026 ↗ |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 166,173 | 12.1M $ | 0.18 % | 0.04 % | as of Jul 31, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 161,636 | 11.4M $ | 0.20 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 159,792 | 11.6M $ | 0.03 % | 0.04 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 157,945 | 11.1M $ | 0.02 % | 0.04 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Financials ETF iShares Trust | 154,100 | 11.2M $ | 0.25 % | 0.04 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 153,836 | 10.9M $ | 0.03 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 150,819 | 10.6M $ | 0.02 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 150,165 | 9.5M $ | 0.06 % | 0.04 % | as of May 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 149,964 | 9.5M $ | 0.06 % | 0.04 % | as of May 31, 2026 ↗ |
| Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II | 147,279 | 9.4M $ | 3.86 % | 0.04 % | as of May 31, 2026 ↗ |
| iShares Core S&P U.S. Growth ETF iShares Trust | 144,135 | 10.2M $ | 0.03 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 142,523 | 9.1M $ | 0.04 % | 0.04 % | as of May 31, 2026 ↗ |
| iShares Core Dividend Growth ETF iShares Trust | 140,349 | 10.2M $ | 0.02 % | 0.04 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Insurance ETF iShares Trust | 138,677 | 9.8M $ | 2.32 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 135,179 | 9.5M $ | 0.02 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 133,944 | 9.4M $ | 0.03 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 125,468 | 8M $ | 0.03 % | 0.03 % | as of May 31, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 125,066 | 8.8M $ | 0.03 % | 0.03 % | as of Jun 30, 2026 ↗ |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 124,188 | 8.8M $ | 0.03 % | 0.03 % | as of Jun 30, 2026 ↗ |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 122,863 | 8.7M $ | 0.14 % | 0.03 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 122,023 | 8.9M $ | 0.10 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 121,370 | 8.6M $ | 0.56 % | 0.03 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 120,182 | 8.5M $ | 1.85 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 116,556 | 7.4M $ | 0.03 % | 0.03 % | as of May 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 112,492 | 7.1M $ | 0.03 % | 0.03 % | as of May 31, 2026 ↗ |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 109,850 | 7.7M $ | 0.03 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VALUE LINE ASSET ALLOCATION FUND INC VALUE LINE ASSET ALLOCATION FUND INC | 108,958 | 7.7M $ | 2.56 % | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P U.S. Value ETF iShares Trust | 108,111 | 7.6M $ | 0.03 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 107,664 | 6.8M $ | 0.05 % | 0.03 % | as of May 31, 2026 ↗ |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 98,367 | 7.1M $ | 0.06 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 97,709 | 6.9M $ | 0.14 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 96,290 | 6.1M $ | 0.07 % | 0.03 % | as of May 31, 2026 ↗ |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 95,382 | 6.7M $ | 0.19 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 93,411 | 6.8M $ | 0.05 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 93,257 | 6.8M $ | 0.03 % | 0.03 % | as of Jul 31, 2026 ↗ |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 92,834 | 6.5M $ | 0.03 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 89,632 | 6.5M $ | 0.04 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Stock Index Fund Northern Funds | 89,081 | 6.3M $ | 0.03 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Low Volatility Factor ETF Fidelity Covington Trust | 88,221 | 6.4M $ | 0.45 % | 0.02 % | as of Jul 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| Pictet - Family Pictet Asset Management (Europe) S.A. | 3.01 % | as of Sep 30, 2025 ↗ |
| BNP Paribas Funds Responsible US Multi-Factor Equity BNP Paribas Asset Management Luxembourg | 0.68 % | as of Dec 31, 2025 ↗ |
| BNP Paribas Funds Responsible US Value Multi-Factor Equity BNP Paribas Asset Management Luxembourg | 0.53 % | as of Dec 31, 2025 ↗ |
| BNP Paribas Funds Sustainable Global Multi-Factor Equity BNP Paribas Asset Management Luxembourg | 0.05 % | as of Dec 31, 2025 ↗ |
| Pictet - USA Index Pictet Asset Management (Europe) S.A. | 0.04 % | as of Sep 30, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| The Fairholme Focused Income Fund Fairholme Funds Inc | 5.46 % | as of May 29, 2026 ↗ |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 5.20 % | as of Jun 30, 2026 ↗ |
| VALUE LINE MID CAP FOCUSED FUND, INC. Value Line Mid Cap Focused Fund, Inc. | 4.56 % | as of Jun 30, 2026 ↗ |
| Porter & Company Porter Portfolio Index ETF ETF Opportunities Trust | 4.38 % | as of Jun 30, 2026 ↗ |
| Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II | 3.86 % | as of May 31, 2026 ↗ |
| Virtus KAR Small-Mid Cap Value Fund Virtus Equity Trust | 3.76 % | as of Jun 30, 2026 ↗ |
| Cromwell Greenspring Mid Cap Fund Total Fund Solution | 3.70 % | as of Jun 30, 2026 ↗ |
| BAYWOOD SOCIALLYRESPONSIBLE FUND FORUM FUNDS II | 3.51 % | as of Jun 30, 2026 ↗ |
| Hennessy Sustainable ETF Hennessy Funds Trust | 3.30 % | as of Jul 31, 2026 ↗ |
| Pictet - Family Pictet Asset Management (Europe) S.A. | 3.01 % | as of Sep 30, 2025 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 572 | -10 | 82,082,711 | -7.8 % |
| 2026Q2 | 582 | +7 | 89,003,637 | -1.2 % |
| 2026Q1 | 575 | -39 | 90,080,696 | -8.0 % |
| 2025Q4 | 614 | -16 | 97,897,064 | -7.3 % |
| 2025Q3 | 630 | +13 | 105,648,726 | -3.2 % |
| 2025Q2 | 617 | +29 | 109,129,689 | +2.6 % |
| 2025Q1 | 588 | -17 | 106,366,348 | -7.2 % |
| 2024Q4 | 605 | -13 | 114,645,309 | +32.1 % |
| 2024Q3 | 618 | -6 | 86,766,493 | +9.3 % |
| 2024Q2 | 624 | +8 | 79,404,996 | +2.2 % |
| 2024Q1 | 616 | +6 | 77,666,717 | -1.9 % |
| 2023Q4 | 610 | 79,163,337 |
Institutional managers
911 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Mitsui Sumitomo Insurance Co Ltd | 58,780,450 | 3.9B $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 23,280,608 | 1.5B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 14,405,410 | 954.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 10,412,465 | 690.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 8,229,654 | 549.2M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7,772,213 | 515.1M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 5,051,765 | 334.8M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 3,972,929 | 263.3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 3,789,666 | 251.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,768,180 | 249.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 3,273,964 | 216.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 3,267,776 | 216.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 2,904,522 | 192.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,851,284 | 189M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 2,705,395 | 179.3M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 2,457,890 | 162.9M $ | as of Mar 31, 2026 |
| 1832 Asset Management L.P. | 2,293,921 | 152M $ | as of Mar 31, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | 2,284,583 | 151.4M $ | as of Mar 31, 2026 |
| Polar Capital Holdings Plc | 2,275,000 | 150.8M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,175,492 | 144.2M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,033,932 | 134.8M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 1,918,380 | 127.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,901,305 | 126M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 1,871,044 | 124M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,848,105 | 122.5M $ | as of Mar 31, 2026 |
Declared shareholders of W R Berkley Corp
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| WR Berkley & Others LLC and 7 others | 25.67 % | 95,557,324 | as of Jul 17, 2026 · SCHEDULE 13D |
Funds holding the debt of W R Berkley Corp
53 funds declare 115 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of W R Berkley Corp". https://titelia.com/en/stocks/w-r-berkley-corp-US0844231029