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
SEI Enhanced Low Volatility U.S. Large Cap ETF SEI EXCHANGE TRADED FUNDS 28,6851.9M $0.84 %0.01 %as of Mar 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 28,6311.9M $0.03 %0.01 %as of Mar 31, 2026 ↗
FIS Bright Portfolios Focused Equity ETF FIS Trust 27,7092M $1.74 %0.01 %as of Feb 28, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 26,8511.8M $0.07 %0.01 %as of Apr 30, 2026 ↗
Horizon Multi-Factor U.S. Equity Fund Horizon Funds 26,5391.9M $0.26 %0.01 %as of Feb 28, 2026 ↗
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 26,4671.8M $0.66 %0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 26,1701.7M $0.33 %0.01 %as of Mar 31, 2026 ↗
GOVERNMENT STREET OPPORTUNITIES FUND Williamsburg Investment Trust 25,1431.7M $1.99 %0.01 %as of Mar 31, 2026 ↗
Länsförsäkringar USA Index Länsförsäkringar Fondförvaltning AB 25,04715.8M SEK0.04 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 25,0141.8M $0.03 %0.01 %as of Feb 28, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 24,9741.7M $0.03 %0.01 %as of Apr 30, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,5381.6M $0.34 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Multifactor Fund WisdomTree Trust 24,5281.6M $0.46 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 24,3431.6M $0.16 %0.01 %as of Apr 30, 2026 ↗
Systematic Core Fund VALIC Co I 24,2491.7M $0.25 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 24,1441.6M $0.05 %0.01 %as of Apr 30, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 24,0801.7M $0.03 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 23,8991.7M $0.03 %0.01 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 23,4751.6M $0.07 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 23,4741.7M $0.03 %0.01 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 23,0171.5M $0.03 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 22,9631.6M $0.03 %0.01 %as of Feb 28, 2026 ↗
LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 22,7841.5M $0.52 %0.01 %as of Mar 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 22,6711.5M $0.04 %0.01 %as of Mar 31, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 22,5991.5M $0.45 %0.01 %as of Mar 31, 2026 ↗
Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust 22,5001.5M $3.01 %0.01 %as of Mar 31, 2026 ↗
AVIP Intech U.S. Low Volatility Portfolio AuguStar Variable Insurance Products Fund Inc 22,1261.5M $0.28 %0.01 %as of Mar 31, 2026 ↗
DF Tactical Dividend Fund Northern Lights Fund Trust 21,8971.5M $1.92 %0.01 %as of Mar 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 21,8751.6M $0.04 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 21,8311.4M $0.03 %0.01 %as of Mar 31, 2026 ↗
Storebrand Global Plus Storebrand Asset Management AS 21,81813.8M SEK0.03 %0.01 %as of Mar 31, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 21,6451.4M $0.35 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 21,3121.5M $0.04 %0.01 %as of Feb 28, 2026 ↗
M Capital Appreciation Fund M FUND INC 21,0141.4M $0.53 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 20,9941.4M $0.03 %0.01 %as of Mar 31, 2026 ↗
MidCap Account Principal Variable Contract Funds, Inc 20,8121.4M $0.28 %0.01 %as of Mar 31, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 20,7971.4M $0.27 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 20,6531.4M $0.02 %0.01 %as of Mar 31, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 20,3861.4M $0.04 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 20,1531.3M $0.02 %0.01 %as of Apr 30, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 19,8051.4M $0.18 %0.01 %as of Feb 28, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 19,2371.3M $0.06 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Global Managed Beta Fund GOLDMAN SACHS TRUST 18,7991.3M $0.03 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra Financials ProShares Trust 18,3511.3M $0.19 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 18,2211.2M $0.06 %0.00 %as of Apr 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 18,0071.2M $0.12 %0.00 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 18,0001.2M $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 17,7731.2M $0.04 %0.00 %as of Mar 31, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 17,6721.2M $0.08 %0.00 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 17,4941.2M $0.08 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 17,3861.2M $0.03 %0.00 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 17,1681.1M $0.04 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 16,4201.1M $0.03 %0.00 %as of Apr 30, 2026 ↗
iShares ESG Advanced MSCI USA ETF iShares Trust 16,2011.2M $0.09 %0.00 %as of Feb 28, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 16,11810.2M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 16,0951.2M $0.16 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 16,0841.1M $0.14 %0.00 %as of Apr 30, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 15,9631.1M $0.27 %0.00 %as of Mar 31, 2026 ↗
VIP Dynamic Capital Appreciation Portfolio Variable Insurance Products Fund III 15,9001.1M $0.38 %0.00 %as of Mar 31, 2026 ↗
Disciplined Value Series Manning & Napier Fund, Inc. 15,5551M $0.71 %0.00 %as of Apr 30, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 15,4341M $0.03 %0.00 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 15,4301M $0.03 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 15,3911.1M $0.04 %0.00 %as of Feb 28, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 15,1871.1M $0.04 %0.00 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 15,1231M $0.12 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 15,0291M $0.03 %0.00 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,985993.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 14,963991.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 14,911996.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 14,754986K $0.07 %0.00 %as of Apr 30, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 14,737976.8K $0.18 %0.00 %as of Mar 31, 2026 ↗
BAYWOOD SOCIALLYRESPONSIBLE FUND FORUM FUNDS II 14,350951.1K $3.62 %0.00 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc 14,335950.1K $0.52 %0.00 %as of Mar 31, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 14,200941.2K $0.22 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 13,9698.8M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 13,933999K $0.02 %0.00 %as of Feb 28, 2026 ↗
SEB USA Exposure SEB Funds AB 13,7738.7M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 13,763912.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 13,746911.1K $0.20 %0.00 %as of Mar 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 13,659905.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 13,572899.6K $0.09 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 13,435963.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 13,268879.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 13,067866.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 12,957865.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
Fidelity Founders Fund Fidelity Concord Street Trust 12,953865.6K $0.41 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 Value with Momentum ETF Invesco Exchange-Traded Fund Trust 12,698848.6K $0.71 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 12,514836.3K $0.03 %0.00 %as of Apr 30, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 12,340817.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 12,318816.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
JNL/AQR Large Cap Defensive Style Fund JNL Series Trust 12,282814.1K $0.20 %0.00 %as of Mar 31, 2026 ↗
Pacer Lunt Large Cap Alternator ETF Pacer Funds Trust 12,181814.1K $0.85 %0.00 %as of Apr 30, 2026 ↗
Aptus Large Cap Upside ETF ETF Series Solutions 12,054805.6K $0.80 %0.00 %as of Apr 30, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 11,8447.5M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 11,819783.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 11,598831.6K $0.00 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 11,562829K $0.26 %0.00 %as of Feb 28, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 11,507762.7K $0.18 %0.00 %as of Mar 31, 2026 ↗
FlexShares US Quality Low Volatility Index Fund FlexShares Trust 11,375760.2K $0.45 %0.00 %as of Apr 30, 2026 ↗
iShares Global Financials ETF iShares Trust 11,284747.9K $0.14 %0.00 %as of Mar 31, 2026 ↗

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