Titelia

Fund shareholders of W R Berkley Corp

ISIN US0844231029 · United States · LEI SQOAGCLKBDWNVYV1OV80

Fund shareholders
632
Of which ETFs
198 434 other funds
Value held
6B $ 590.4M SEK · 3.6M €
Share of capital
24.2 % of 371.2M shares on Jul 27, 2026

632 funds hold this company. This table lists the 627 that declare it in a regulatory filing. The other 5 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 11,278747.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 11,226744.1K $0.12 %0.00 %as of Mar 31, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 11,149739K $0.03 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 11,040731.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 10,996788.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 10,950731.8K $0.03 %0.00 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 10,861719.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 10,794773.9K $0.39 %0.00 %as of Feb 28, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 10,665706.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 10,438697.6K $0.09 %0.00 %as of Apr 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 10,345741.7K $0.33 %0.00 %as of Feb 27, 2026 ↗
Dimensional US Large Cap Vector ETF Dimensional ETF Trust 10,248684.9K $0.14 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 10,202731.5K $0.03 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 10,062721.4K $0.05 %0.00 %as of Feb 28, 2026 ↗
First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII 9,895709.5K $0.15 %0.00 %as of Feb 28, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 9,775647.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 9,700642.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 9,699648.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 9,645644.6K $0.16 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 9,638691K $0.05 %0.00 %as of Feb 28, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 9,595636K $0.04 %0.00 %as of Mar 31, 2026 ↗
Gateway Equity Call Premium Fund Gateway Trust 9,505630K $0.22 %0.00 %as of Mar 31, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 9,402674.1K $0.08 %0.00 %as of Feb 28, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 9,301616.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 9,260613.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,171657.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 9,1545.8M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9,144611.1K $0.14 %0.00 %as of Apr 30, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 9,116609.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI 8,738579.2K $1.03 %0.00 %as of Mar 31, 2026 ↗
First Trust Dividend Strength ETF First Trust Exchange-Traded Fund 8,704576.9K $1.91 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 8,690623.1K $0.06 %0.00 %as of Feb 28, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 8,675622K $0.04 %0.00 %as of Feb 28, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 8,595569.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 8,527565.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 8,513610.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust 8,469561.3K $0.09 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 8,330597.3K $0.06 %0.00 %as of Feb 28, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 8,2485.2M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 8,085535.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 8,063534.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,009530.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
Gotham 1000 Value ETF Tidal Trust I 7,918524.8K $0.25 %0.00 %as of Mar 31, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,648548.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 7,454494.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 7,337490.3K $0.05 %0.00 %as of Apr 30, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 7,312484.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Victory Global Equity Income Fund Victory Portfolios III 7,257520.3K $0.65 %0.00 %as of Feb 28, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 7,189480.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 7,183476.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 7,119471.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 7,079469.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 7,000464K $0.02 %0.00 %as of Mar 31, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 6,785453.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 6,751484K $0.06 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 6,733450K $0.04 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 6,659441.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Value ETF iShares Trust 6,635443.4K $0.04 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 6,600441.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 6,573435.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 6,536468.6K $0.11 %0.00 %as of Feb 28, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,369456.7K $0.06 %0.00 %as of Feb 28, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 6,314422K $0.02 %0.00 %as of Apr 30, 2026 ↗
Strategic Alternatives Fund GuideStone Funds 6,306418K $0.15 %0.00 %as of Mar 31, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 6,274449.8K $0.10 %0.00 %as of Feb 28, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 6,228446.5K $0.04 %0.00 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 6,222412.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Value Fund SA FUNDS INVESTMENT TRUST 6,200410.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
M Large Cap Value Fund M FUND INC 6,175409.3K $0.21 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 6,035400K $0.06 %0.00 %as of Mar 31, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 6,033399.9K $0.26 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 5,948394.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
Handelsbanken Global Momentum Handelsbanken Fonder AB 5,9003.7M SEK0.12 %0.00 %as of Mar 31, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 5,848387.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 5,586370.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 5,576372.6K $0.03 %0.00 %as of Apr 30, 2026 ↗
1290 SmartBeta Equity Fund 1290 Funds 5,400360.9K $0.13 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 5,343383.1K $0.03 %0.00 %as of Feb 28, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 5,336382.6K $0.09 %0.00 %as of Feb 28, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 5,280350K $0.03 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 5,166342.4K $0.12 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 5,143340.9K $0.12 %0.00 %as of Mar 31, 2026 ↗
First Trust Capital Strength Hedged Equity Portfolio First Trust Variable Insurance Trust 5,080336.7K $1.97 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 5,049334.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Principal Quality ETF Principal Exchange-Traded Funds 4,999331.3K $1.13 %0.00 %as of Mar 31, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 4,955355.3K $0.04 %0.00 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 4,951355K $0.03 %0.00 %as of Feb 28, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 4,909325.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 4,906351.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 4,885326.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 4,774319K $0.03 %0.00 %as of Apr 30, 2026 ↗
Virtus Tactical Allocation Series Virtus Variable Insurance Trust 4,762315.6K $0.54 %0.00 %as of Mar 31, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 4,751314.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 4,750314.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 4,684310.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 4,658334K $0.23 %0.00 %as of Feb 28, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 4,6532.9M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
PanAgora Global Diversified Risk Portfolio Brighthouse Funds Trust I 4,587304K $0.02 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 4,583303.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 4,540300.9K $0.05 %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