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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Manufacturers Life Insurance Company, The, Dakota Wealth Management, Anchor Capital Advisors Llc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcBuy+3,648+12.8%32,238$2.27MQ2 2026Oct 27, 2026
Envestnet Asset Management IncSell-65,611-7.3%830,557$58.58MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+5,316+13.9%43,570$3.07MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+243+2.6%9,467$667.70KQ2 2026Sep 23, 2026
State Street CorpSell-278,782-1.9%14,126,628$1.00BQ2 2026Sep 22, 2026
Security National Bank Of So DakBuy+643—643$45.35KQ2 2026Sep 18, 2026
Manufacturers Life Insurance Company, TheBuy+152,124+30.4%651,963$45.98MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-2,226-15.6%12,024$848.07KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+4+0.7%585$41.26KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-98,540-8.7%1,035,350$73.02MQ2 2026Sep 03, 2026
Citadel Advisors LlcBuy+81,813+5.9%1,475,954$104.10MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-276-1.6%16,967$1.20MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+30+96.8%61$4.30KQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+7,595+6.6%123,513$8.71MQ2 2026Aug 27, 2026
Dakota Wealth ManagementSell-101,504-100.0%0$0.00Q2 2026Aug 26, 2026
California State Teachers Retirement SystemBuy+8,760+2.8%318,375$22.45MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-22-2.7%803$56.64KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+184+3.9%4,962$349.97KQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+33,730+17.2%229,800$16.21MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+124+4.0%3,209$226.36KQ2 2026Aug 19, 2026
Rakuten Investment Management, Inc.Buy+43,571—43,571$3.09MQ2 2026Aug 18, 2026
Livforsakringsbolaget Skandia, OmsesidigtSell-1,500-68.3%696$49.42KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+126+0.5%26,971$1.90MQ2 2026Aug 18, 2026
Empowered Funds, LlcBuy+19,620+75.9%45,461$3.21MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+3,312—3,312$233.60KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-1,910-51.2%1,819$129.44KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcSell-1,093-10.6%9,188$648.02KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-767-1.2%64,675$4.56MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+616+7.7%8,612$607.39KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+207+1.9%10,911$769.56KQ2 2026Aug 17, 2026
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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.