Popularity #1,063Dividend on the way · $0.10
WRB · NYSE · Insurance - Property & Casualty

W. R. Berkley (WRB)

Underwrites specialty commercial insurance, reinsurance, and excess-only risk through decentralized businesses.

$68.17
After hours−0.04 (−0.06%)
At close$68.21(−0.84%)

13F · 13D/G · Form 4

Institutions75.64%280.81M shares
961 holders · as of Jun 30, 2026
Insiders6.43%23.88M shares
14 holders · as of Aug 5, 2026
Other17.93%66.53M shares
remainder

371.23M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Mitsui Sumitomo Insurance Co LtdInstitution
15.83%58.78Mas of Jun 30, 2026
BlackRock, Inc.Institution
5.91%21.93Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
5.03%18.69Mas of Jun 30, 2026
William R. BerkleyInsiderdirector, 10 percent owner, officer: Executive Chairman
4.68%17.37Mfiled Jun 4, 2026
Vanguard Portfolio Management LLCInstitution
3.92%14.55Mas of Jun 30, 2026
State Street CorpInstitution
3.81%14.13Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.23%8.27Mas of Jun 30, 2026
Morgan StanleyInstitution
2.22%8.25Mas of Jun 30, 2026
Kayne Anderson Rudnick Investment Management LLCInstitution
1.72%6.38Mas of Jun 30, 2026
Invesco Ltd.Institution
1.35%5.03Mas of Jun 30, 2026
William R. Jr BerkleyInsiderdirector, 10 percent owner, officer: Chairman, President and CEO
1.25%4.65Mfiled Aug 5, 2026
Goldman Sachs Group IncInstitution
1.12%4.16Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.09%4.04Mas of Jun 30, 2026
Wells Fargo & Company/MNInstitution
1.00%3.72Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
0.99%3.68Mas of Jun 30, 2026
First Trust Advisors LPInstitution
0.98%3.62Mas of Jun 30, 2026
Norges BankInstitution
0.85%3.15Mas of Jun 30, 2026
Bank of America Corp /DE/Institution
0.77%2.85Mas of Jun 30, 2026
UBS Group AGInstitution
0.76%2.84Mas of Jun 30, 2026
Arrowstreet Capital, Limited PartnershipInstitution
0.70%2.59Mas of Jun 30, 2026
Northern Trust CorpInstitution
0.69%2.55Mas of Jun 30, 2026
1832 Asset Management L.P.Institution
0.62%2.29Mas of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.58%2.15Mas of Jun 30, 2026
Polar Capital Holdings PLCInstitution
0.57%2.13Mas of Jun 30, 2026
Royal London Asset Management LtdInstitution
0.57%2.12Mas of Jun 30, 2026

13F, as of Jun 30, 2026

961 holders · 280.81M shares · 124 new positions · 460 increased · 328 reduced · 97 closed

HolderShares% outstandingChg q/qFiled
Mitsui Sumitomo Insurance Co Ltd58.78M15.83%0Aug 13, 2026
BlackRock, Inc.21.93M5.91%−1.35MAug 7, 2026
Vanguard Capital Management LLC18.69M5.03%−234.9KAug 13, 2026
Vanguard Portfolio Management LLC14.55M3.92%−199.3KAug 13, 2026
State Street Corp14.13M3.81%−278.8KAug 7, 2026
Geode Capital Management, LLC8.27M2.23%+39.1KAug 12, 2026
Morgan Stanley8.25M2.22%−2.16MAug 13, 2026
Kayne Anderson Rudnick Investment Management LLC6.38M1.72%−1.40MAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
The William R. Berkley 2011 GST Trust u/a dated December 20, 2011incl. The William R. Berkley 2022 Family Trust f/b/o William R. Berkley, Jr. and His Issue, WR Berkley & Others LLC +5 more25.67%95.56M13DJul 21, 2026
Mitsui Sumitomo Insurance Co., Ltd.incl. MS&AD Insurance Group Holdings, Inc.15.80%58.78M13DJun 4, 2026
Vanguard Capital Management5.80%21.73M13GApr 30, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Mar 2, 2026
Mitsui Sumitomo Insurance Co Ltd10 percent owner
Purchase · 2 lots146,000$72.9258,668,274
Mar 3, 2026
Mitsui Sumitomo Insurance Co Ltd10 percent owner
Purchase · 2 lots112,176$72.2058,780,450
Feb 26, 2026
Mitsui Sumitomo Insurance Co Ltd10 percent owner
Purchase · 2 lots153,000$71.6758,375,274
Feb 27, 2026
Mitsui Sumitomo Insurance Co Ltd10 percent owner
Purchase147,000$71.6358,522,274
Feb 23, 2026
Mitsui Sumitomo Insurance Co Ltd10 percent owner
Purchase · 2 lots220,000$71.1557,888,620
Feb 24, 2026
Mitsui Sumitomo Insurance Co Ltd10 percent owner
Purchase · 2 lots164,786$70.8158,053,406
Feb 25, 2026
Mitsui Sumitomo Insurance Co Ltd10 percent owner
Purchase · 2 lots168,868$71.4258,222,274
Feb 19, 2026
Mitsui Sumitomo Insurance Co Ltd10 percent owner
Purchase · 2 lots345,000$70.6557,508,038
Feb 20, 2026
Mitsui Sumitomo Insurance Co Ltd10 percent owner
Purchase160,582$70.8057,668,620
Feb 17, 2026
Mitsui Sumitomo Insurance Co Ltd10 percent owner
Purchase281,386$71.1956,878,038

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Rep. Ro Khanna · CA17Purchase$1,001 – $15,000Jun 2, 2026Jul 8, 2026
Rep. Gilbert Cisneros · CA31Sale$1,001 – $15,000Jun 5, 2026Jul 3, 2026
Rep. Gilbert Cisneros · CA31Sale$1,001 – $15,000May 29, 2026Jun 9, 2026
Rep. Gilbert Cisneros · CA31Sale$1,001 – $15,000May 19, 2026Jun 9, 2026
Rep. Gilbert Cisneros · CA31Sale$1,001 – $15,000May 14, 2026Jun 9, 2026