WRB
W. R. Berkley Corporation · Financial Services · Insurance - Property & Casualty
Momentum inputs (comparable managers):
holder breadth +5.0% ·
share flow -0.4% ·
net new positions +4.8%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 154 | +3 | 169.31M | $11.96B | +7 | −5 |
| Q1 2026 | 155 | 0 | 169.37M | $11.23B | +5 | −6 |
| Q4 2025 | 154 | -3 | 198.67M | $13.93B | +1 | −3 |
| Q3 2025 | 22 | -1 | 111.59M | $8.55B | +1 | −3 |
| Q2 2025 | 21 | +1 | 94.67M | $6.95B | +2 | −1 |
| Q1 2025 | 17 | +1 | 32.68M | $2.32B | +1 | n/a |
| Q4 2024 | 16 | 0 | 32.24M | $1.89B | +1 | −1 |
| Q3 2024 | 15 | 0 | 16.99M | $961.87M | +2 | −2 |
| Q2 2024 | 15 | n/a | 11.87M | $932.35M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 36.96M | n/a | $2.72B | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 25.24M | n/a | $1.85B | 0.0% | n/c | 1 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (passive) | 14.77M | -1.5% | $1.09B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 8.19M | +3.7% | $599.27M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (passive) | 5.01M | +5.3% | $367.92M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 1.79M | +15.9% | $131.33M | 0.1% | ▲ Add | 5 | SEC ↗ ×8 |
| 7 | Arrowstreet Capital ✦ | 1.07M | -21.3% | $78.95M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 436.73K | -0.8% | $32.09M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 9 | Adage Capital Partners ✦ | 274.52K | New | $20.17M | 0.0% | New | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 190.94K | n/a | $14.03M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Marshall Wace ✦ | 178.75K | -76.0% | $13.13M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 12 | Wellington Management ✦ | 143.92K | +18.1% | $10.57M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 13 | Gotham Asset Management ✦ | 116.21K | +136.7% | $8.54M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 14 | GAMCO Investors ✦ | 91.99K | -0.8% | $6.76M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 15 | Millennium Management ✦ | 61.83K | -58.7% | $4.54M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Markel Group ✦ | 60.75K | 0.0% | $4.46M | 0.0% | Held | 5 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 44.77K | -86.6% | $3.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 18.20K | -75.5% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Two Sigma Investments ✦ | 13.47K | -58.5% | $989,494 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Fisher Asset Management ✦ | 3.67K | -6.7% | $269,531 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 3.16K | New | $232,239 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Adage Capital Partners | $20.17M | 0.0% |
| D. E. Shaw & Co. | $232,239 | 0.0% |
Exited
| Bridgewater Associates | $815,422 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 915 holders, 275.59M shares, $17.98B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.