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
Victory S&P 500 Index Fund Victory Portfolios 1,37791.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 1,36990.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 1,35689.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1,31186.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage Large Cap Core V.I. Fund BlackRock Variable Series Funds, Inc. 1,29685.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 1,24983.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
Victory Cornerstone Moderate Fund Victory Portfolios III 1,24889.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,24682.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 1,24382.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 1,15976.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 1,12580.7K $0.14 %0.00 %as of Feb 28, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 1,10373.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP FINANCIALS ProFunds 1,09372.4K $0.28 %0.00 %as of Mar 31, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,06670.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 1,06070.8K $0.01 %0.00 %as of Apr 30, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 1,03068.3K $0.06 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust 1,02968.8K $0.26 %0.00 %as of Apr 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 1,02567.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 1,01072.4K $0.05 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 1,009637.1K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 1,00766.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 1,00166.9K $0.03 %0.00 %as of Apr 30, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 98065K $0.01 %0.00 %as of Mar 31, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 97864.8K $0.07 %0.00 %as of Mar 31, 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 95063K $0.00 %0.00 %as of Mar 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 92661.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 89559.3K $0.22 %0.00 %as of Mar 31, 2026 ↗
Amplify AI Powered Equity ETF Amplify ETF Trust 88558.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 88263.2K $0.07 %0.00 %as of Feb 28, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 87858.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Series Funds 84455.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 80753.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 79752.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 79252.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE GROWTH SERIES New Age Alpha Variable Funds Trust 79052.4K $0.10 %0.00 %as of Mar 31, 2026 ↗
Parametric Equity Plus ETF Morgan Stanley ETF Trust 78251.8K $0.22 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 72148.2K $0.02 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 71447.3K $0.19 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 71251.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 70750.7K $0.04 %0.00 %as of Feb 28, 2026 ↗
Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 69345.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB 679428.7K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 66544.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 65843.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
NAA WORLD EQUITY INCOME New Age Alpha Funds Trust 64142.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
ULTRABULL PROFUND ProFunds 62441.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 60239.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 55039.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC 54536.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Variable Trust 53435.4K $0.42 %0.00 %as of Mar 31, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 52835K $0.04 %0.00 %as of Mar 31, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 50436.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Financial Services Fund Rydex Series Funds 47231.3K $0.42 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 46931.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST 46330.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 45129.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds 45129.9K $0.09 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 41627.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 40626.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 39828.5K $0.04 %0.00 %as of Feb 28, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 39726.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 39626.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 37925.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 37024.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 37024.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 ex S&P 100 ETF iShares Trust 36524.2K $0.13 %0.00 %as of Mar 31, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 33223.8K $0.27 %0.00 %as of Feb 28, 2026 ↗
Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III 32821.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 322203.3K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 31521.1K $0.03 %0.00 %as of Apr 30, 2026 ↗
SEB Global Exposure SEB Funds AB 306193.2K SEK0.03 %0.00 %as of Mar 31, 2026 ↗
SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust 28919.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 28018.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 26117.4K $0.04 %0.00 %as of Apr 30, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 25718.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 25517K $0.02 %0.00 %as of Apr 30, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 24716.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 24316.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 23015.4K $0.02 %0.00 %as of Apr 30, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 22915.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 20414.6K $0.04 %0.00 %as of Feb 28, 2026 ↗
FINANCIALS ULTRASECTOR PROFUND ProFunds 20313.6K $0.21 %0.00 %as of Apr 30, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 20313.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 19513K $0.01 %0.00 %as of Apr 30, 2026 ↗
BULL PROFUND ProFunds 19112.8K $0.03 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP BULL ProFunds 17911.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP LARGE CAP GROWTH ProFunds 16711.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
Themes US Cash Flow Champions ETF Themes ETF Trust 15910.5K $0.34 %0.00 %as of Mar 31, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 1509.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 1479.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 1479.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 1469.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 1328.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Variable Trust 1087.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 1067K $0.04 %0.00 %as of Mar 31, 2026 ↗
LARGE-CAP GROWTH PROFUND ProFunds 986.5K $0.03 %0.00 %as of Apr 30, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 895.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 825.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Storebrand Global Developed Markets Storebrand Asset Management AS 7949.9K SEK0.05 %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