Titelia

Fund shareholders of W R Berkley Corp

ISIN US0844231029 · United States · LEI SQOAGCLKBDWNVYV1OV80

Fund shareholders
629
Of which ETFs
198 431 other funds
Value held
6B $ 590.4M SEK · 3.6M €
Share of capital
24.2 % of 371.2M shares on Jul 27, 2026

629 funds hold this company. This table lists the 627 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust 97,7096.5M $0.16 %0.03 %as of Mar 31, 2026
Avantis U.S. Equity ETF American Century ETF Trust 96,9847M $0.06 %0.03 %as of Feb 28, 2026
Schwab 1000 Index Fund SCHWAB INVESTMENTS 94,9806.3M $0.03 %0.03 %as of Apr 30, 2026
VIP Index 500 Portfolio Variable Insurance Products Fund II 94,0326.2M $0.04 %0.03 %as of Mar 31, 2026
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 92,2226.6M $0.08 %0.02 %as of Feb 28, 2026
Victory Growth & Income Fund Victory Portfolios III 91,8976.1M $0.28 %0.02 %as of Apr 30, 2026
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 91,4566.1M $0.05 %0.02 %as of Apr 30, 2026
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 90,2756M $0.72 %0.02 %as of Apr 30, 2026
Fidelity Low Volatility Factor ETF Fidelity Covington Trust 89,7236M $0.43 %0.02 %as of Apr 30, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 89,1286M $0.05 %0.02 %as of Apr 30, 2026
Stock Index Fund Northern Funds 89,0815.9M $0.04 %0.02 %as of Mar 31, 2026
JNL/Mellon S&P 500 Index Fund JNL Series Trust 86,8545.8M $0.04 %0.02 %as of Mar 31, 2026
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 86,8195.8M $0.05 %0.02 %as of Apr 30, 2026
Storebrand USA Storebrand Asset Management AS 85,82854.2M SEK0.11 %0.02 %as of Mar 31, 2026
AQR Large Cap Defensive Style Fund AQR Funds 84,3505.6M $0.41 %0.02 %as of Mar 31, 2026
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 82,7085.5M $0.03 %0.02 %as of Apr 30, 2026
iShares MSCI ACWI ETF iShares Trust 82,5385.5M $0.02 %0.02 %as of Apr 30, 2026
SpareBank 1 Global ODIN Forvaltning AS 80,12351.7M SEK0.72 %0.02 %as of Mar 31, 2026
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 77,1525.2M $0.05 %0.02 %as of Apr 30, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 75,5155M $0.03 %0.02 %as of Apr 30, 2026
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 75,4465M $0.03 %0.02 %as of Apr 30, 2026
Cromwell Greenspring Mid Cap Fund Total Fund Solution 71,4154.7M $3.93 %0.02 %as of Mar 31, 2026
VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS 68,4814.6M $0.23 %0.02 %as of Apr 30, 2026
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 68,0954.6M $0.35 %0.02 %as of Apr 30, 2026
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 67,1184.5M $0.03 %0.02 %as of Apr 30, 2026
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 66,8794.4M $0.04 %0.02 %as of Mar 31, 2026
JPMorgan Equity Index Fund JPMorgan Trust II 65,8354.4M $0.04 %0.02 %as of Mar 31, 2026
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 65,6504.4M $0.04 %0.02 %as of Mar 31, 2026
Transamerica Janus Mid-Cap Growth VP TRANSAMERICA SERIES TRUST 65,1684.3M $0.51 %0.02 %as of Mar 31, 2026
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 64,62240.8M SEK0.03 %0.02 %as of Mar 31, 2026
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 64,5324.3M $0.19 %0.02 %as of Apr 30, 2026
Nuveen S&P 500 Index Fund TIAA-CREF Funds 64,1064.3M $0.03 %0.02 %as of Apr 30, 2026
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 64,0164.6M $0.04 %0.02 %as of Feb 28, 2026
LargeCap S&P 500 Index Fund Principal Funds, Inc 62,7384.2M $0.03 %0.02 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 62,4864.1M $0.04 %0.02 %as of Mar 31, 2026
EQ/Equity 500 Index Portfolio EQ Advisors Trust 61,7164.1M $0.04 %0.02 %as of Mar 31, 2026
500 Index Trust John Hancock Variable Insurance Trust 61,6004.1M $0.04 %0.02 %as of Mar 31, 2026
DEAN MID CAP VALUE Unified Series Trust 61,3004.1M $1.65 %0.02 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 60,9954M $0.02 %0.02 %as of Mar 31, 2026
iShares Morningstar Mid-Cap Growth ETF iShares Trust 57,5773.8M $0.11 %0.02 %as of Apr 30, 2026
First Trust Capital Strength Portfolio First Trust Variable Insurance Trust 57,0923.8M $1.96 %0.02 %as of Mar 31, 2026
Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust 57,0053.8M $0.19 %0.02 %as of Apr 30, 2026
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 55,6053.7M $0.25 %0.01 %as of Apr 30, 2026
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 54,7963.7M $0.03 %0.01 %as of Apr 30, 2026
Innovator Equity Managed Floor ETF Innovator ETFs Trust 54,5793.6M $0.22 %0.01 %as of Apr 30, 2026
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 51,6613.7M $0.04 %0.01 %as of Feb 28, 2026
Victory 500 Index Fund Victory Portfolios III 51,4233.4M $0.02 %0.01 %as of Apr 30, 2026
JNL/Mellon Financial Sector Fund JNL Series Trust 51,1833.4M $0.25 %0.01 %as of Mar 31, 2026
PSF Stock Index Portfolio Prudential Series Fund 50,9503.4M $0.03 %0.01 %as of Mar 31, 2026
Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust 50,5743.4M $1.22 %0.01 %as of Apr 30, 2026
Handelsbanken Global Index Criteria Handelsbanken Fonder AB 50,46731.9M SEK0.02 %0.01 %as of Mar 31, 2026
JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust 49,1063.3M $0.15 %0.01 %as of Apr 30, 2026
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 48,6723.5M $0.03 %0.01 %as of Feb 28, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 48,4523.2M $0.06 %0.01 %as of Apr 30, 2026
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 48,2833.2M $0.03 %0.01 %as of Mar 31, 2026
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 48,0923.2M $0.30 %0.01 %as of Apr 30, 2026
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 46,0953.1M $0.04 %0.01 %as of Mar 31, 2026
MetLife Stock Index Portfolio Brighthouse Funds Trust II 45,4083M $0.03 %0.01 %as of Mar 31, 2026
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 45,2783.2M $0.20 %0.01 %as of Feb 28, 2026
Mid Cap Fund ULTRA SERIES FUND 45,2503M $2.94 %0.01 %as of Mar 31, 2026
Storebrand Global All Countries Storebrand Asset Management AS 44,54928.1M SEK0.06 %0.01 %as of Mar 31, 2026
Virtus Tactical Allocation Fund Virtus Equity Trust 44,1732.9M $0.53 %0.01 %as of Mar 31, 2026
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 43,3092.9M $0.03 %0.01 %as of Mar 31, 2026
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 43,0372.9M $0.11 %0.01 %as of Apr 30, 2026
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 42,2992.8M $0.03 %0.01 %as of Apr 30, 2026
Zacks Earnings Consistent Portfolio ETF Zacks Trust 41,9683M $0.97 %0.01 %as of Feb 28, 2026
Global Equity Fund RUSSELL INVESTMENT CO 41,5892.8M $0.07 %0.01 %as of Apr 30, 2026
Mid Cap Strategic Growth Fund VALIC Co I 41,3353M $0.27 %0.01 %as of Feb 28, 2026
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 40,7932.9M $0.04 %0.01 %as of Feb 28, 2026
ActivePassive U.S. Equity ETF Trust for Professional Managers 40,2462.9M $0.13 %0.01 %as of Feb 28, 2026
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 39,7832.9M $0.56 %0.01 %as of Feb 28, 2026
Hennessy Cornerstone Large Growth Fund Hennessy Funds Trust 39,5002.6M $1.93 %0.01 %as of Apr 30, 2026
EQ/Common Stock Index Portfolio EQ Advisors Trust 39,3002.6M $0.04 %0.01 %as of Mar 31, 2026
iShares Russell Mid-Cap Index Fund BlackRock Funds 39,0672.6M $0.11 %0.01 %as of Apr 30, 2026
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 39,0002.6M $0.21 %0.01 %as of Apr 30, 2026
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 38,2212.5M $0.15 %0.01 %as of Mar 31, 2026
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 38,0392.5M $0.05 %0.01 %as of Mar 31, 2026
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 37,1392.5M $0.01 %0.01 %as of Mar 31, 2026
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 36,7742.4M $0.03 %0.01 %as of Mar 31, 2026
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 36,3912.4M $0.17 %0.01 %as of Mar 31, 2026
iShares MSCI USA Equal Weighted ETF iShares, Inc. 36,3092.6M $0.16 %0.01 %as of Feb 28, 2026
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 36,2732.4M $0.03 %0.01 %as of Apr 30, 2026
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 35,8932.4M $0.03 %0.01 %as of Mar 31, 2026
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 35,5932.4M $0.32 %0.01 %as of Mar 31, 2026
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 34,5652.3M $0.13 %0.01 %as of Mar 31, 2026
The Institutional U.S. Equity Portfolio HC Capital Trust 34,3762.3M $0.08 %0.01 %as of Mar 31, 2026
Intrepid Capital Fund Intrepid Capital Management Funds Trust 34,2452.3M $2.12 %0.01 %as of Mar 31, 2026
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 33,5072.2M $0.04 %0.01 %as of Mar 31, 2026
Victory Value Fund Victory Portfolios III 33,4722.2M $0.16 %0.01 %as of Apr 30, 2026
Stock Index Fund VALIC Co I 33,4602.4M $0.04 %0.01 %as of Feb 28, 2026
Equity Index Portfolio PACIFIC SELECT FUND 32,7602.2M $0.03 %0.01 %as of Mar 31, 2026
Avanza Global Avanza Fonder AB 31,94820.2M SEK0.05 %0.01 %as of Mar 31, 2026
GuideMark Large Cap Core Fund GPS Funds I 31,6542.1M $0.29 %0.01 %as of Mar 31, 2026
iShares Morningstar Mid-Cap ETF iShares Trust 31,0702.1M $0.13 %0.01 %as of Apr 30, 2026
EQUITY INDEX FUND GuideStone Funds 30,9682.1M $0.04 %0.01 %as of Mar 31, 2026
MOA EQUITY INDEX FUND MoA Funds Corp 30,7552M $0.03 %0.01 %as of Mar 31, 2026
Brandes U.S. Value ETF 2023 ETF Series Trust 30,5402M $0.74 %0.01 %as of Mar 31, 2026
MML Equity Fund MML Series Investment Fund II 29,6502M $0.22 %0.01 %as of Mar 31, 2026
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 29,5792.1M $0.03 %0.01 %as of Feb 28, 2026
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 29,5212M $0.03 %0.01 %as of Mar 31, 2026

Download this table: CSV, JSON

Report an error

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.

FundWeight in fund
The Fairholme Focused Income Fund Fairholme Funds Inc 6.18 %as of Feb 27, 2026
VALUE LINE MID CAP FOCUSED FUND, INC. Value Line Mid Cap Focused Fund, Inc. 5.07 %as of Mar 31, 2026
Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust 4.91 %as of Mar 31, 2026
Cromwell Greenspring Mid Cap Fund Total Fund Solution 3.93 %as of Mar 31, 2026
Virtus KAR Small-Mid Cap Value Fund Virtus Equity Trust 3.70 %as of Mar 31, 2026
Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II 3.68 %as of Feb 28, 2026
VALUE LINE ASSET ALLOCATION FUND INC VALUE LINE ASSET ALLOCATION FUND INC 3.68 %as of Mar 31, 2026
BAYWOOD SOCIALLYRESPONSIBLE FUND FORUM FUNDS II 3.62 %as of Mar 31, 2026
Pictet - Family Pictet Asset Management (Europe) S.A. 3.01 %as of Sep 30, 2025
Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust 3.01 %as of Mar 31, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2582+789,003,637-1.2 %
2026Q1575-3990,080,696-8.0 %
2025Q4614-1697,897,064-7.3 %
2025Q3630+13105,648,726-3.2 %
2025Q2617+29109,129,689+2.6 %
2025Q1588-17106,366,348-7.2 %
2024Q4605-13114,645,309+32.1 %
2024Q3618-686,766,493+9.3 %
2024Q2624+879,404,996+2.2 %
2024Q1616+677,666,717-1.9 %
2023Q461079,163,337

Institutional managers

911 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Mitsui Sumitomo Insurance Co Ltd58,780,4503.9B $as of Mar 31, 2026
BlackRock, Inc.23,280,6081.5B $as of Mar 31, 2026
STATE STREET CORP14,405,410954.8M $as of Mar 31, 2026
MORGAN STANLEY10,412,465690.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC8,229,654549.2M $as of Mar 31, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC7,772,213515.1M $as of Mar 31, 2026
Invesco Ltd.5,051,765334.8M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP3,972,929263.3M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN3,789,666251.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP3,768,180249.8M $as of Mar 31, 2026
JPMORGAN CHASE & CO3,273,964216.9M $as of Mar 31, 2026
UBS Group AG3,267,776216.6M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/2,904,522192.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,851,284189M $as of Mar 31, 2026
NORTHERN TRUST CORP2,705,395179.3M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC2,457,890162.9M $as of Mar 31, 2026
1832 Asset Management L.P.2,293,921152M $as of Mar 31, 2026
ROYAL LONDON ASSET MANAGEMENT LTD2,284,583151.4M $as of Mar 31, 2026
Polar Capital Holdings Plc2,275,000150.8M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,175,492144.2M $as of Mar 31, 2026
Bank of New York Mellon Corp2,033,932134.8M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC1,918,380127.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,901,305126M $as of Mar 31, 2026
Legal & General Group Plc1,871,044124M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,848,105122.5M $as of Mar 31, 2026

Declared shareholders of W R Berkley Corp

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Mitsui Sumitomo Insurance Co., Ltd. and 1 other15.80 %58,780,450as of Jun 3, 2026 · SCHEDULE 13D
Vanguard Capital Management 5.80 %21,732,802as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of W R Berkley Corp

54 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.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND317.5M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND415M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF46.9M $as of Feb 28, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND36.4M $as of Feb 28, 2026
Victory Income Fund13.8M $as of Apr 30, 2026
PIMCO Long Duration Credit Bond Portfolio13.7M $as of Mar 31, 2026
Bridge Builder Core Bond Fund13M $as of Mar 31, 2026
VANGUARD LONG-TERM BOND INDEX FUND42.9M $as of Mar 31, 2026
iShares Broad USD Investment Grade Corporate Bond ETF52.7M $as of Feb 28, 2026
Wilmington Broad Market Bond Fund22.6M $as of Apr 30, 2026
AST Multi-Sector Fixed Income Portfolio12.4M $as of Mar 31, 2026
iShares Core Universal USD Bond ETF41.6M $as of Apr 30, 2026
Multi-Manager Total Return Bond Strategies Fund11.2M $as of Feb 28, 2026
iShares 10+ Year Investment Grade Corporate Bond ETF51.2M $as of Feb 28, 2026
Nuveen Bond Index Fund41.1M $as of Mar 31, 2026
iShares U.S. Long Credit Bond Index Fund4959.1K $as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF4678.6K $as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND2546.9K $as of Mar 31, 2026
Six Circles Global Bond Fund1529.4K $as of Mar 31, 2026
PGIM Core Bond Fund1411.3K $as of Apr 30, 2026
Schwab U.S. Aggregate Bond ETF4378.2K $as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio Aggregate Bond ETF2292.6K $as of Mar 31, 2026
PGIM Corporate Bond 10+ Year ETF1274.2K $as of Feb 27, 2026
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund2246.1K $as of Feb 28, 2026
Schwab U.S. Aggregate Bond Index Fund4242.3K $as of Feb 28, 2026
Cite this page

Titelia. "Fund shareholders of W R Berkley Corp". https://titelia.com/en/stocks/w-r-berkley-corp-US0844231029