WR BERKLEY CORP (WRB) Institutional Ownership
WRB is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $86.26M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Parnassus Endeavor Fund, which reported ownership valued at approximately $53.43M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Parnassus Endeavor Fund's WRB position is now estimated to be worth approximately $54.89M, representing an estimated gain of +2.73% since the filing period.
Major shareholders tracked on this page include Parnassus Endeavor Fund, Fairholme Capital Management, Eagle Capital Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward WR BERKLEY CORP (WRB).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 5 | $86,259,265 | 1,295,644 |
| Q4 2025 | 5 | $90,223,140 | 1,286,696 |
| Q3 2025 | 5 | $103,447,450 | 1,350,136 |
| Q2 2025 | 7 | $111,383,768 | 1,516,044 |
| Q1 2025 | 8 | $144,245,378 | 2,027,057 |
| Q4 2024 | 7 | $107,221,988 | 1,832,228 |
| Q3 2024 | 6 | $104,651,475 | 1,844,729 |
| Q2 2024 | 5 | $91,142,742 | 1,159,872 |
| Q1 2024 | 5 | $110,713,172 | 1,115,005 |
| Q4 2023 | 5 | $26,971,901 | 381,390 |
| Q3 2023 | 5 | $24,053,599 | 436,240 |
| Q2 2023 | 6 | $42,677,528 | 1,205,877 |
Related WRB Institutional Insights:
- WRB Institutional Ownership & Insiders Activity
- WRB Institutional Ownership & 13F Activity
- WRB Top Institutional Shareholders
- WRB Institutional Buying Activity
- WRB Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- WRB Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings