WRB
W. R. Berkley Corporation · Financial Services · Insurance - Property & Casualty
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.3% ·
aandelenstroom -1.2% ·
netto nieuwe posities -9.1%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 156 | +3 | 170.02M | $12.01B | +7 | −3 |
| 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 | — |
| Q4 2024 | 16 | 0 | 32.24M | $1.89B | +1 | −1 |
| Q3 2024 | 15 | 0 | 16.99M | $961.87M | +2 | −2 |
| Q2 2024 | 15 | — | 11.87M | $932.35M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 36.72M | -0.6% | $2.81B | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passief) | 24.77M | -1.8% | $1.90B | 0.0% | ▼ Trim | 2 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (passief) | 14.92M | +1.0% | $1.14B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 11.80M | — | $904.47M | 0.1% | n/c | 1 | SEC ↗ ×14 |
| 5 | JPMorgan Chase ✦ | 9.83M | — | $752.95M | 0.0% | n/c | 1 | SEC ↗ ×30 |
| 6 | Geode Capital Management ✦ (passief) | 8.34M | +1.9% | $640.28M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | AQR Capital Management ✦ | 1.65M | -7.8% | $126.13M | 0.1% | ▼ Trim | 6 | SEC ↗ ×6 |
| 8 | Goldman Sachs Group ✦ | 1.61M | — | $123.67M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Arrowstreet Capital ✦ | 569.43K | -47.0% | $43.63M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 438.82K | +0.5% | $33.62M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 11 | Fidelity (FMR) ✦ | 288.63K | +51.2% | $22.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Gotham Asset Management ✦ | 211.99K | +82.4% | $16.24M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 89.01K | +389.0% | $6.82M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | GAMCO Investors ✦ | 87.49K | -4.9% | $6.70M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 79.09K | Nieuw | $6.06M | 0.0% | New | 1 | SEC ↗ |
| 16 | Markel Group ✦ | 60.75K | 0.0% | $4.65M | 0.0% | Held | 6 | SEC ↗ |
| 17 | Wellington Management ✦ | 43.34K | -69.9% | $3.32M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 29.02K | +115.5% | $2.22M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Millennium Management ✦ | 21.63K | -65.0% | $1.66M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | Marshall Wace ✦ | 6.04K | -96.6% | $463,168 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | Fisher Asset Management ✦ | 5.02K | +36.9% | $384,713 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 2.76K | -12.6% | $211,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Point72 Asset Management | $6.06M | 0.0% |
Verlaten
| Norges Bank | $367.92M | was 0.0% |
| Adage Capital Partners | $20.17M | was 0.0% |
| Renaissance Technologies | $3.29M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 915 houders, 275.59M aandelen, $17.98B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.