W. R. Berkley Corp. 13F holders
957 funds reported a position in W. R. Berkley Corp. in their 13F for the quarter ended 30 June 2026, together 280.0 million shares worth $19.76 billion. Against the quarter before, 95 opened a position, 330 added, 325 trimmed and 86 sold out; together they bought a net 437,174 shares. The largest holders: Mitsui Sumitomo Insurance Co Ltd, BlackRock, Inc. and Vanguard Capital Management LLC.
Funds holding957+26 on Q1 2026
Shares they held280.0Mworth $19.76 billion
Net bought on the quarter437,174 sharesabout $30.9 million at the funds' values
Funds buying to selling425 to 411opened or added, to cut or sold
Opened 95Added 330Held 198Trimmed 325Sold out 86
What each fund did in WRB against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in WRB in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 489 reported a position in W. R. Berkley Corp.: 38 opened one, 148 added, 160 trimmed and 34 sold out, a net 3.4 million shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in W. R. Berkley Corp. in a 13F for the quarter ended 30 September 2026, and 6 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 6.9 million shares worth $471.9 million, 0.0% of its reported book. In the quarter, 0 funds added or opened a position and 1 trimmed or sold out; together they sold a net 1.4 million shares, about $94.4 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 6,890,189 | $471.9 million | 0.0% | -1,378,532 | trimmed | 30 September 2026 | 13F |
| Norges Bank | 3,148,633 | $222.1 million | 0.0% | held | 30 June 2026, an earlier quarter | 13F | |
| Two Sigma Investments | 2,013,358 | $142.0 million | 0.1% | +1,740,369 | added | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 1,475,954 | $104.1 million | 0.1% | +81,813 | added | 30 June 2026, an earlier quarter | 13F |
| FMR LLC | 1,446,808 | $102.0 million | 0.0% | +57,446 | added | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 936,192 | $66.0 million | 0.0% | +476,965 | added | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 13,499 | $952,084 | 0.0% | +13,499 | new | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Mitsui Sumitomo Insurance Co Ltd | 58,780,450 | 20.99% | $4.15 billion | 100.00% | no change | 13F |
| BlackRock, Inc. | 21,934,626 | 7.83% | $1.55 billion | 0.02% | -1,345,982 | 13F |
| Vanguard Capital Management LLC | 18,690,969 | 6.68% | $1.32 billion | 0.03% | -234,872 | 13F |
| Vanguard Portfolio Management LLC | 14,550,971 | 5.20% | $1.03 billion | 0.05% | -199,262 | 13F |
| State Street Corp. | 14,126,628 | 5.05% | $1.00 billion | 0.03% | -278,782 | 13F |
| Geode Capital Management, LLC | 8,268,721 | 2.95% | $588.5 million | 0.03% | +39,067 | 13F |
| Morgan Stanley | 8,252,790 | 2.95% | $582.1 million | 0.03% | -2,159,675 | 13F |
| Kayne Anderson Rudnick Investment Management LLC | 6,377,064 | 2.28% | $449.8 million | 1.40% | -1,395,149 | 13F |
| Invesco Ltd. | 5,028,284 | 1.80% | $354.6 million | 0.03% | -23,481 | 13F |
| Goldman Sachs Group Inc. | 4,158,216 | 1.49% | $293.3 million | 0.03% | +1,306,932 | 13F |
| Dimensional Fund Advisors LP | 4,041,846 | 1.44% | $285.1 million | 0.05% | +273,666 | 13F |
| Wells Fargo & Company | 3,720,958 | 1.33% | $262.4 million | 0.05% | -68,708 | 13F |
| AQR Capital Management LLC | 3,680,160 | 1.31% | $259.6 million | 0.09% | +1,832,055 | 13F |
| First Trust Advisors LP | 3,624,858 | 1.29% | $255.7 million | 0.15% | -348,071 | 13F |
| Norges Bank | 3,148,633 | 1.12% | $222.1 million | 0.02% | 13F | |
| Bank of America Corp. | 2,849,413 | 1.02% | $201.0 million | 0.01% | -55,109 | 13F |
| UBS Group AG | 2,835,322 | 1.01% | $200.0 million | 0.03% | -432,454 | 13F |
| Arrowstreet Capital, Limited Partnership | 2,588,583 | 0.92% | $182.6 million | 0.08% | +1,785,433 | 13F |
| Northern Trust Corp. | 2,552,698 | 0.91% | $180.0 million | 0.02% | -152,697 | 13F |
| 1832 Asset Management L.P. | 2,293,864 | 0.82% | $161.8 million | 0.20% | -57 | 13F |
| JPMorgan Chase & Co. | 2,154,477 | 0.77% | $153.0 million | 0.01% | -1,119,487 | 13F |
| Polar Capital Holdings Plc | 2,130,000 | 0.76% | $150.2 million | 0.43% | -145,000 | 13F |
| Royal London Asset Management Ltd | 2,115,249 | 0.76% | $149.2 million | 0.28% | -169,334 | 13F |
| Anchor Capital Advisors LLC | 2,070,700 | 0.74% | $146.0 million | 2.05% | +936,810 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 2,041,622 | 0.73% | $144.0 million | 0.03% | -133,870 | 13F |
| Two Sigma Investments, LP | 2,013,358 | 0.72% | $142.0 million | 0.11% | +1,740,369 | 13F |
| Charles Schwab Investment Management Inc. | 1,917,449 | 0.68% | $135.2 million | 0.02% | +16,144 | 13F |
| Vanguard Fiduciary Trust Co. | 1,632,946 | 0.58% | $115.2 million | 0.03% | -25,923 | 13F |
| Legal & General Group Plc | 1,599,505 | 0.57% | $112.8 million | 0.02% | -271,539 | 13F |
| Madison Asset Management, LLC | 1,497,784 | 0.53% | $105.6 million | 1.26% | -121,122 | 13F |
| Citadel Advisors LLC | 1,475,954 | 0.53% | $104.1 million | 0.06% | +81,813 | 13F |
| Natixis Advisors, LLC | 1,466,496 | 0.52% | $103.4 million | 0.12% | +117,538 | 13F |
| Principal Financial Group Inc. | 1,461,348 | 0.52% | $103.1 million | 0.05% | -457,032 | 13F |
| FMR LLC | 1,446,808 | 0.52% | $102.0 million | 0.00% | +57,446 | 13F |
| Barclays PLC | 1,440,408 | 0.51% | $101.6 million | 0.03% | +213,065 | 13F |
| Bank of New York Mellon Corp | 1,347,506 | 0.48% | $95.0 million | 0.02% | -686,426 | 13F |
| Chilton Investment Co. Inc. | 1,339,877 | 0.48% | $94.5 million | 2.27% | -48,915 | 13F |
| Cornerstone Investment Partners, LLC | 1,336,146 | 0.48% | $94.2 million | 3.15% | +283,642 | 13F |
| Deutsche Bank AG | 1,305,627 | 0.47% | $92.1 million | 0.03% | +160,870 | 13F |
| Jones Financial Companies Lllp | 1,259,360 | 0.45% | $89.8 million | 0.04% | +112,053 | 13F |
| Royal Bank of Canada | 1,257,518 | 0.45% | $88.7 million | 0.01% | -39,357 | 13F |
| HSBC Holdings PLC | 1,110,733 | 0.40% | $78.6 million | 0.04% | +7,401 | 13F |
| Confluence Investment Management LLC | 1,031,752 | 0.37% | $72.8 million | 1.14% | -81,648 | 13F |
| Raymond James Financial Inc. | 993,028 | 0.35% | $70.0 million | 0.02% | -107,347 | 13F |
| BNP Paribas Financial Markets | 969,375 | 0.35% | $68.4 million | 0.04% | +387,220 | 13F |
| Millennium Management LLC | 936,192 | 0.33% | $66.0 million | 0.05% | +476,965 | 13F |
| Bristol Gate Capital Partners Inc. | 918,030 | 0.33% | $64.7 million | 4.51% | new | 13F |
| Eulav Asset Management | 906,464 | 0.32% | $63.9 million | 2.04% | -324,000 | 13F |
| Jane Street Group, LLC | 875,704 | 0.31% | $61.8 million | 0.04% | -138,431 | 13F |
| Envestnet Asset Management Inc. | 830,557 | 0.30% | $58.6 million | 0.01% | -65,611 | 13F |
The 50 largest of the 957 funds that reported a position in WRB in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on WRB
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 24,000 | $1.7 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 18,000 | $1.3 million | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 30 October 2026 | 13G/A | Vanguard Capital Management and 1 other | 16.5 million | 4.4% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 October 2026 | 13G/A | BlackRock, Inc. and 1 other | 17.2 million | 4.6% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 21 July 2026 | 13D/A | WR Berkley & Others LLC and 7 others | 95.6 million | 25.7% | 17 July 2026 | Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock | EDGAR |
| 4 June 2026 | 13D/A | Mitsui Sumitomo Insurance Co., Ltd. and 1 other | 58.8 million | 15.8% | 3 June 2026 | Item 4 is hereby amended by replacing the second to last paragraph of Item 4 with the following: In connection with MSI's acquisition of fifteen percent (15%) of the Outstanding Agreement Shares, MSI designated Andrew Carrier, an executive | EDGAR |
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 21.7 million | 5.8% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 5 March 2026 | 13D/A | WR Berkley & Others LLC and 7 others | 95.6 million | 25.5% | 4 March 2026 | Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 374,490,856 shares of Common Stock | EDGAR |
| 5 March 2026 | 13D/A | Mitsui Sumitomo Insurance Co., Ltd. and 1 other | 58.8 million | 15.7% | 4 March 2026 | Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 374,490,856 shares of Common Stock | EDGAR |
| 6 February 2026 | 13D/A | Mitsui Sumitomo Insurance Co., Ltd. and 1 other | 56.5 million | 14.9% | 5 February 2026 | EDGAR | |
| 14 January 2026 | 13D/A | Mitsui Sumitomo Insurance Co., Ltd. and 1 other | 52.7 million | 13.9% | 13 January 2026 | EDGAR | |
| 11 December 2025 | 13D | WR Berkley & Others LLC and 7 others | 95.6 million | 25.1% | 5 December 2025 | Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 380,021,174 shares of Common Stock outstanding as of October 28, 2025, as reported in the Issuer's Form 10-Q file | EDGAR |
| 11 December 2025 | 13D | Mitsui Sumitomo Insurance Co., Ltd. and 1 other | 48.6 million | 12.8% | 4 December 2025 | Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 380,021,174 shares of Common Stock outstanding as of October 28, 2025, as reported in the Issuer's Form 10-Q file | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 182 | $68.44 | SEC |
| 19 August 2026 | 84,874 | $70.17 | SEC |
| 13 August 2026 | 285 | $69.73 | SEC |
| 12 August 2026 | 138 | $70.09 | SEC |
| 11 August 2026 | 350 | $70.82 | SEC |
| 6 August 2026 | 32,345 | $72.08 | SEC |
| 4 August 2026 | 2,763 | $72.09 | SEC |
| 30 July 2026 | 1 | $75.65 | SEC |
| 28 July 2026 | 2,676 | $75.70 | SEC |
| 27 July 2026 | 81 | $75.46 | SEC |
| 24 July 2026 | 200 | $73.43 | SEC |
| 23 July 2026 | 7,333 | $72.36 | SEC |
| 22 July 2026 | 200 | $72.16 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.