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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 21 | 1.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 20 | 1.5K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 20 | 1.3K $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 17 | 1.2K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 15 | 1.1K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| VanEck Financials TruSector ETF VanEck ETF Trust | 9 | 634.8 $ | 0.11 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 6 | 423.2 $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 6 | 381.2 $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 2 | 141.1 $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 2 | 141.1 $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BBVA USA DESARROLLO, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 2M € | 0.31 % | as of Dec 31, 2025 ↗ | ||
| BBVA USA DESARROLLO CUBIERTO, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 432K € | 0.31 % | as of Dec 31, 2025 ↗ | ||
| BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 420K € | 0.03 % | as of Dec 31, 2025 ↗ | ||
| ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. | 390.3K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / ADARVE ALTEA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 244.9K € | 1.88 % | as of Dec 31, 2025 ↗ | ||
| BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 90K € | 0.03 % | as of Dec 31, 2025 ↗ | ||
| ACACIA PREMIUM FI ACACIA INVERSION, SGIIC, S.A. | 71.5K € | 0.46 % | as of Dec 31, 2025 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 572 | -10 | 82,082,711 | -7.8 % |
| 2026Q2 | 582 | +7 | 89,003,637 | -1.2 % |
| 2026Q1 | 575 | -39 | 90,080,696 | -8.0 % |
| 2025Q4 | 614 | -16 | 97,897,064 | -7.3 % |
| 2025Q3 | 630 | +13 | 105,648,726 | -3.2 % |
| 2025Q2 | 617 | +29 | 109,129,689 | +2.6 % |
| 2025Q1 | 588 | -17 | 106,366,348 | -7.2 % |
| 2024Q4 | 605 | -13 | 114,645,309 | +32.1 % |
| 2024Q3 | 618 | -6 | 86,766,493 | +9.3 % |
| 2024Q2 | 624 | +8 | 79,404,996 | +2.2 % |
| 2024Q1 | 616 | +6 | 77,666,717 | -1.9 % |
| 2023Q4 | 610 | 79,163,337 |
Institutional managers
911 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Mitsui Sumitomo Insurance Co Ltd | 58,780,450 | 3.9B $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 23,280,608 | 1.5B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 14,405,410 | 954.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 10,412,465 | 690.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 8,229,654 | 549.2M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7,772,213 | 515.1M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 5,051,765 | 334.8M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 3,972,929 | 263.3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 3,789,666 | 251.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,768,180 | 249.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 3,273,964 | 216.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 3,267,776 | 216.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 2,904,522 | 192.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,851,284 | 189M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 2,705,395 | 179.3M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 2,457,890 | 162.9M $ | as of Mar 31, 2026 |
| 1832 Asset Management L.P. | 2,293,921 | 152M $ | as of Mar 31, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | 2,284,583 | 151.4M $ | as of Mar 31, 2026 |
| Polar Capital Holdings Plc | 2,275,000 | 150.8M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,175,492 | 144.2M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,033,932 | 134.8M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 1,918,380 | 127.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,901,305 | 126M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 1,871,044 | 124M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,848,105 | 122.5M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| WR Berkley & Others LLC and 7 others | 25.67 % | 95,557,324 | as 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.
Cite this page
Titelia. "Fund shareholders of W R Berkley Corp". https://titelia.com/en/stocks/w-r-berkley-corp-US0844231029