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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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WRB

WRB 13F Ownership Report

Wr Berkley CORP

-$671.9M

Net Activity

Data as of: 2026-03-31

Institutions Holding

919

Popularity Rank

#507

Avg Weight

0.28%

Total Value

$18.5B

Ownership Trend

919 institutions currently hold WRB, with 325 net buyers and 533 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Decreased

Based on recent trading activity

Net Selling Institutions

533

Net Buying Institutions

325

Key Holders

Key Holders

Top 5 by Value

MS
Mitsui Sumitomo Insurance Co Ltd
$3.9B
BI
BlackRock, Inc.
$1.5B
VC
Vanguard Capital Management LLC
$1.3B
VP
Vanguard Portfolio Management LLC
$977.6M
SS
State Street CORP
$954.8M

Top 5 by Conviction

MS
Mitsui Sumitomo Insurance Co Ltd
100.00%
CI
Cornerstone Investment Partners, LLC
2.93%
EA
EULAV Asset Management
2.61%
CI
Chilton Investment Co INC.
2.16%
AC
Anchor Capital Advisors LLC
2.14%
View all 919 holding institutions

Across its top 20 institutional holders, WRB's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 21/100).

Quarterly Activity

Recent Activity

+$7.9B

Total Buy Value

$10.5B

Total Sell Value

New buy82
Trim424
Add243
Sold out109

325

Net Buyers

533

Net Sellers

Smart Money Convergence

WRB currently qualifies as a smart-money convergence signal: 2 unique company insiders and 36 tracked 13F institutions have both been net buyers over the past 90 days (confidence score 70/100).

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/WRB

Insider Trading (Form 4)

7090d confidence

2

unique buyers

$586.35M

buy value

data as of 2026-07-22

12-Month Buy/Sell Activity

Dec 25
Mar 26
BuySell
ActionInsiderTitleDateValue
BuyMS&AD Insurance Group Holdings, Inc.Insider2026-03-03$5.31M
BuyMS&AD Insurance Group Holdings, Inc.Insider2026-03-03$2.79M
BuyMS&AD Insurance Group Holdings, Inc.Insider2026-03-02$7.39M
BuyMS&AD Insurance Group Holdings, Inc.Insider2026-03-02$3.26M
BuyMS&AD Insurance Group Holdings, Inc.Insider2026-02-27$10.53M
BuyMS&AD Insurance Group Holdings, Inc.Insider2026-02-26$10.42M
BuyMS&AD Insurance Group Holdings, Inc.Insider2026-02-26$541K
BuyMITSUI SUMITOMO INSURANCE CO LTDInsider2026-02-25$1.03M
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

0

Active 5%+ Holders

Data as of 2026-07-21
Reporting PersonTypeFiling DateShares% of Class
WR Berkley & Others LLC13D/A2026-07-2100.0%

View all Schedule 13D/13G filings

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-20
2026-07-20

AI summary pending

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

084423102

FAQ

Who are the top institutional investors holding WR BERKLEY CORP (WRB)?
Major stakeholders currently include Mitsui Sumitomo Insurance Co Ltd ($3.9B), BlackRock, Inc. ($1.5B), Vanguard Capital Management LLC ($1.3B). Based on the latest 13F filings, there are a total of 919 tracked investment funds and institutions maintaining positions in WRB.
What is the overall institutional sentiment toward WRB recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $671.9M, driven by 325 managers accumulating shares while 533 reduced their exposure.
Which institutions have been selling or reducing their WRB positions?
In the latest period, 424 funds trimmed their holdings, and 109 managers completely exited their positions. The aggregate reported sell value was $10.5B.
Are there any notable investors adding WRB to their portfolios?
Yes, buying activity remains notable. 82 institutions opened new positions in {ticker}, and 243 existing holders added to their shares. The total reported buy value for the quarter amounted to $7.9B.

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Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

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