Titelia

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.

FundSharesValueWeight in fundShare of capital
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 1,14080.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 1,10980.4K $0.03 %0.00 %as of Jul 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 1,10678K $0.01 %0.00 %as of Jun 30, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 1,04073.4K $0.23 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP FINANCIALS ProFunds 1,01971.9K $0.27 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 1,009637.1K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 1,00773K $0.02 %0.00 %as of Jul 31, 2026 ↗
Nova Fund Rydex Series Funds 98769.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 97870.9K $0.02 %0.00 %as of Jul 31, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 97869K $0.06 %0.00 %as of Jun 30, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 955603K SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 95067K $0.00 %0.00 %as of Jun 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 91264.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 88256K $0.05 %0.00 %as of May 31, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 86661.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
Parametric Equity Plus ETF Morgan Stanley ETF Trust 82858.4K $0.20 %0.00 %as of Jun 30, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 80957.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 78155.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 76754.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
CYBER HORNET S&P 500 Index Funds 76754.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
NAA LARGE GROWTH SERIES New Age Alpha Variable Funds Trust 74952.8K $0.08 %0.00 %as of Jun 30, 2026 ↗
Defiance Large Cap ex-Mag 7 ETF Tidal Trust II 74147.1K $0.03 %0.00 %as of May 31, 2026 ↗
Financial Services Fund Rydex Series Funds 73752K $0.44 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 679428.7K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 67843.1K $0.01 %0.00 %as of May 31, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 65541.6K $0.03 %0.00 %as of May 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 64845.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
NAA WORLD EQUITY INCOME New Age Alpha Funds Trust 64145.2K $0.09 %0.00 %as of Jun 30, 2026 ↗
ULTRABULL PROFUND ProFunds 63345.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 59742.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Financial Services Fund Rydex Variable Trust 58841.5K $0.44 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 57641.8K $0.02 %0.00 %as of Jul 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 55034.9K $0.00 %0.00 %as of May 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 54539.5K $0.04 %0.00 %as of Jul 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 52136.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 50836.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 48334.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 48234K $0.01 %0.00 %as of Jun 30, 2026 ↗
Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds 46232.6K $0.08 %0.00 %as of Jun 30, 2026 ↗
Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 45632.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST 42530K $0.01 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 42329.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 40628.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 39725.2K $0.03 %0.00 %as of May 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 37026.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 36725.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 36425.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 35825.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares S&P 500 ex S&P 100 ETF iShares Trust 35425K $0.12 %0.00 %as of Jun 30, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 33424.2K $0.02 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 33323.5K $0.08 %0.00 %as of Jun 30, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 33023.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 33021K $0.07 %0.00 %as of May 31, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 32923.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 32823.1K $0.05 %0.00 %as of Jun 30, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 322203.3K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 32022.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 31720.1K $0.20 %0.00 %as of May 31, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 30822.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
SEB Global Exposure SEB Funds AB 306193.2K SEK0.03 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 29921.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust 28920.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 26619.3K $0.04 %0.00 %as of Jul 31, 2026 ↗
FINANCIALS ULTRASECTOR PROFUND ProFunds 25618.6K $0.19 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 25418.4K $0.03 %0.00 %as of Jul 31, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 24317.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust 21615.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 21114.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 21015.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 20212.8K $0.03 %0.00 %as of May 31, 2026 ↗
Nova Fund Rydex Variable Trust 18913.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 18713.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 18711.9K $0.01 %0.00 %as of May 31, 2026 ↗
iShares Dynamic Short-Term Active ETF BlackRock ETF Trust 18213.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
PROFUND VP BULL ProFunds 17612.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 17412.3K $0.04 %0.00 %as of Jun 30, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 16411.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP LARGE CAP GROWTH ProFunds 15510.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 14710.7K $0.00 %0.00 %as of Jul 31, 2026 ↗
BULL PROFUND ProFunds 13910.1K $0.02 %0.00 %as of Jul 31, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 1278.1K $0.00 %0.00 %as of May 31, 2026 ↗
Themes US Cash Flow Champions ETF Themes ETF Trust 1218.5K $0.40 %0.00 %as of Jun 30, 2026 ↗
Fidelity Enhanced Mid Cap Value ETF Fidelity Covington Trust 1168.2K $0.15 %0.00 %as of Jun 30, 2026 ↗
Inside Ownership 100 ETF Corgi ETF Trust I 1097.7K $0.32 %0.00 %as of Jun 30, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 1077.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 1067.5K $0.04 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Managed Futures Plus ETF J.P. Morgan Exchange-Traded Fund Trust 1037.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 876.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
LARGE-CAP GROWTH PROFUND ProFunds 815.9K $0.04 %0.00 %as of Jul 31, 2026 ↗
Storebrand Global Developed Markets Storebrand Asset Management AS 7949.9K SEK0.05 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRABULL ProFunds 745.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 745.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 614.3K $0.04 %0.00 %as of Jun 30, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 563.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust 503.2K $0.05 %0.00 %as of May 31, 2026 ↗
Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust 402.9K $0.02 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Christian Values ETF GLOBAL X FUNDS 382.8K $0.03 %0.00 %as of Jul 31, 2026 ↗
Vox Populi ETF Advisors Series Trust 302.2K $0.04 %0.00 %as of Jul 31, 2026 ↗
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust 261.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 221.6K $0.03 %0.00 %as of Jul 31, 2026 ↗

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Funds that publish their own holdings

FundWeight 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.

FundWeight 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.

QuarterShareholdersChangeSharesChange
2026Q3572-1082,082,711-7.8 %
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 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.

ShareholderDeclared stakeShares
WR Berkley & Others LLC and 7 others25.67 %95,557,324as 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.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND318.5M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND415.4M $as of Jun 30, 2026
VANGUARD LONG-TERM CORPORATE BOND INDEX FUND49.4M $as of May 31, 2026
iShares Core U.S. Aggregate Bond ETF46.8M $as of May 31, 2026
PIMCO Long Duration Credit Bond Portfolio13.8M $as of Jun 30, 2026
Bridge Builder Core Bond Fund13.1M $as of Jun 30, 2026
VANGUARD LONG-TERM BOND INDEX FUND43M $as of Jun 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF52.7M $as of May 31, 2026
Wilmington Broad Market Bond Fund22.5M $as of Jul 31, 2026
AST Multi-Sector Fixed Income Portfolio12.4M $as of Jun 30, 2026
iShares Core Universal USD Bond ETF41.9M $as of Jul 31, 2026
iShares U.S. Long Credit Bond Index Fund41.3M $as of Jul 31, 2026
iShares 10+ Year Investment Grade Corporate Bond ETF51.3M $as of May 31, 2026
Multi-Manager Total Return Bond Strategies Fund11.1M $as of May 31, 2026
Nuveen Bond Index Fund41.1M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF4563.7K $as of Jun 30, 2026
VANGUARD BALANCED INDEX FUND2561.4K $as of Jun 30, 2026
Six Circles Global Bond Fund1539.5K $as of Jun 30, 2026
PGIM Core Bond Fund1400.7K $as of Jul 31, 2026
Schwab U.S. Aggregate Bond Index Fund4389K $as of May 31, 2026
Schwab U.S. Aggregate Bond ETF4386.2K $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Aggregate Bond ETF2311.9K $as of Jun 30, 2026
PGIM Corporate Bond 10+ Year ETF1265.1K $as of May 29, 2026
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund2238.7K $as of May 31, 2026
Goldman Sachs Access Investment Grade Corporate Bond ETF1212.5K $as of May 31, 2026
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Titelia. "Fund shareholders of W R Berkley Corp". https://titelia.com/en/stocks/w-r-berkley-corp-US0844231029