WR BERKLEY CORP (WRB) Institutional Ownership Changes & 13F Activity

WR BERKLEY CORP (WRB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Parnassus Endeavor Fund, Fairholme Capital Management, Sequoia Financial Advisors, Eagle Capital Management, and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2024Torray FundBuy137,071162,476$12,767,364
Q2 2024Parnassus Endeavor FundSell-90,634784,069$61,612,142
Q2 2024Fairholme Capital ManagementSell-1,700124,900$9,814,642
Q2 2024Matrix Private Capital GroupBuy1306,062$476,352
Q1 2024Parnassus Endeavor FundBuy874,703874,703$77,358,733
Q1 2024Torray FundSell-136,84025,405$14,348,948
Q4 2023Sequoia Financial AdvisorsBuy4,2484,248$300,419
Q4 2023Fairholme Capital ManagementSell-1,600126,600$8,953,152
Q3 2023Renaissance Technologies LLCSell-432,32257,498$3,651
Q3 2023Fairholme Capital ManagementSell-3,000128,200$8,139,418
Q3 2023Matrix Private Capital GroupBuy85,932$380,241
Q2 2023First Eagle U.S. ValueSell-1,110,953334,323$19,912,278
Q2 2023Renaissance Technologies LLCSell-356,170489,820$29,174
Q2 2023Torray FundBuy162,245162,245$9,663,312
Q2 2023Fairholme Capital ManagementBuy131,200131,200$7,814,272
Q2 2023Eagle Capital ManagementBuy15,00082,365$4,905,659
Q1 2023First Eagle U.S. ValueSell-1,670,7841,445,276$89,982,884
Q1 2023Renaissance Technologies LLCBuy83,200845,990$52,671
Q1 2023Matrix Private Capital GroupSell-5815,924$368,828
Q4 2022First Eagle U.S. ValueSell-767,9083,116,060$226,132,474
Q4 2022Renaissance Technologies LLCSell-17,758762,790$55,356
Q4 2022Eagle Capital ManagementSell-15,00067,365$4,888,678
Q4 2022Matrix Private Capital GroupSell-3006,505$472,068
Q3 2022First Eagle U.S. ValueSell-683,1363,883,968$250,827
Q3 2022Renaissance Technologies LLCSell-243,900780,548$50,408
Q3 2022Meritage GroupBuy4643,330$215
Q3 2022Matrix Private Capital GroupSell-316,805$440
Q2 2022First Eagle U.S. ValueSell-1,200,2124,567,104$311,751
Q2 2022Renaissance Technologies LLCBuy415,1001,024,448$69,929
Q1 2022First Eagle U.S. ValueBuy923,4045,767,316$384,046

Frequently asked questions about WRB activity

  • Which institutional owners are buying WRB?

    Institutional owners buying WRB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in WRB activity?

    "Buy" means an investor increased their reported position in WRB compared to the prior reporting period. This reflects growing exposure to WR BERKLEY CORP (WRB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in WRB increasing?

    Institutional interest in WRB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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