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
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 4,500298.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 4,458295.5K $0.17 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Concentrated QVM ETF Invesco Exchange-Traded Fund Trust II 4,451319.1K $0.25 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 4,4082.8M SEK0.10 %0.00 %as of Mar 31, 2026 ↗
Rayliant Wilshire NxtGen US Large Cap Equity ETF ADVISORS' INNER CIRCLE III 4,303285.2K $0.35 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 4,275283.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 4,227282.5K $0.07 %0.00 %as of Apr 30, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 4,130276K $0.10 %0.00 %as of Apr 30, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,117272.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 4,104272K $0.02 %0.00 %as of Mar 31, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 4,085270.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 4,0502.6M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 4,011287.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 3,968284.5K $0.04 %0.00 %as of Feb 28, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 3,957262.3K $0.22 %0.00 %as of Mar 31, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 3,925281.4K $0.18 %0.00 %as of Feb 28, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 3,903258.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Growth Index Portfolio SUNAMERICA SERIES TRUST 3,775252.3K $0.03 %0.00 %as of Apr 30, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 3,753269.1K $0.07 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 3,739268.1K $0.06 %0.00 %as of Feb 28, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 3,708265.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 3,661242.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 3,661242.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,603240.8K $0.17 %0.00 %as of Apr 30, 2026 ↗
Captor Scilla Global Equity Captor Fund Management AB 3,5832.3M SEK0.39 %0.00 %as of Mar 31, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 3,557255K $0.07 %0.00 %as of Feb 28, 2026 ↗
Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust 3,514232.9K $0.10 %0.00 %as of Mar 31, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 3,400225.4K $0.22 %0.00 %as of Mar 31, 2026 ↗
Victory Capital Growth Fund Victory Portfolios III 3,310221.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
Virtus KAR Small-Mid Cap Value Fund Virtus Equity Trust 3,282217.5K $3.70 %0.00 %as of Mar 31, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 3,280217.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 3,2572.1M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 3,231215.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 3,2222M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Lysa Global Equity Focus Lysa Fonder AB 3,2202M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 3,164211.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 3,143208.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 3,102207.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 3,100205.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Guardian Mid Cap Traditional Growth VIP Fund Guardian Variable Products Trust 3,082204.3K $0.56 %0.00 %as of Mar 31, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 3,033201K $0.03 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 3,012199.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 2,988198K $0.01 %0.00 %as of Mar 31, 2026 ↗
NYLI Candriam U.S. Large Cap Equity ETF New York Life Investments ETF Trust 2,884192.7K $0.06 %0.00 %as of Apr 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 2,881206.6K $0.04 %0.00 %as of Feb 28, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 2,876206.2K $0.18 %0.00 %as of Feb 28, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 2,865189.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 2,8401.8M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Zacks All-Cap Core Fund Zacks Trust 2,829202.8K $0.58 %0.00 %as of Feb 28, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 2,743196.7K $0.14 %0.00 %as of Feb 28, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 2,731181K $0.04 %0.00 %as of Mar 31, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 2,634176K $0.03 %0.00 %as of Apr 30, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 2,618173.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 2,609172.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 2,590171.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 2,569170.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Donoghue Forlines Dividend VIT Fund Northern Lights Variable Trust 2,552169.1K $1.92 %0.00 %as of Mar 31, 2026 ↗
Destinations Shelter Fund Brinker Capital Destinations Trust 2,545182.5K $0.20 %0.00 %as of Feb 28, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 2,537181.9K $0.03 %0.00 %as of Feb 28, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 2,508179.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 2,504166K $0.14 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 2,4531.5M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Hartford Multifactor US Equity ETF Lattice Strategies Trust 2,446163.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 2,345156.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 2,319155K $0.05 %0.00 %as of Apr 30, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 2,317153.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 2,2801.4M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 2,276150.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 2,265150.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,250149.1K $0.18 %0.00 %as of Mar 31, 2026 ↗
Eventide US Market ETF Strategy Shares 2,236149.4K $0.10 %0.00 %as of Apr 30, 2026 ↗
SIMT Global Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 2,199145.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Avanza USA Avanza Fonder AB 2,1691.4M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 2,158144.2K $0.05 %0.00 %as of Apr 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 2,109151.2K $0.04 %0.00 %as of Feb 28, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 2,086149.6K $0.05 %0.00 %as of Feb 28, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 2,064148K $0.02 %0.00 %as of Feb 27, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 2,010133.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 1,9841.3M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,960140.5K $0.13 %0.00 %as of Feb 28, 2026 ↗
AlphaCentric Symmetry Strategy Fund MUTUAL FUND SERIES TRUST 1,930127.9K $0.25 %0.00 %as of Mar 31, 2026 ↗
NAA WORLD EQUITY INCOME SERIES New Age Alpha Variable Funds Trust 1,925127.6K $0.09 %0.00 %as of Mar 31, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 1,8941.2M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI ACWI Climate Paris Aligned ETF SPDR INDEX SHARES FUNDS 1,858123.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 1,799119.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 1,784118.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 1,684120.7K $0.04 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 1,649110.2K $0.03 %0.00 %as of Apr 30, 2026 ↗
Handelsbanken USA Index Criteria Handelsbanken Fonder AB 1,6471M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,611115.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,570104.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 1,566112.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 1,531109.8K $0.04 %0.00 %as of Feb 27, 2026 ↗
BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. 1,525101.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,523100.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 1,472929.4K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 1,462923.1K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Praxis Impact Large Cap Value ETF Praxis Funds 1,40092.8K $0.14 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust 1,38992.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 1,38091.5K $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