W. R. Berkley Corp
Ownership
Ownership Structure
Who owns W. R. Berkley Corp (WRB)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 65.7% of the shares are freely tradable; institutional investors hold 78.0%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Mitsui Sumitomo Insurance Co Ltd | 15.83 | 58,780,450 | +0.0 | 06/30/2026 |
| BlackRock Inc | 5.91 | 21,934,626 | -5.8 | 06/30/2026 |
| Vanguard Capital Management, LLC | 5.03 | 18,690,969 | -1.2 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 3.92 | 14,550,971 | -1.4 | 06/30/2026 |
| State Street Corp | 3.81 | 14,126,628 | -1.9 | 06/30/2026 |
| Geode Capital Management, LLC | 2.23 | 8,268,721 | +0.5 | 06/30/2026 |
| Morgan Stanley - Brokerage Accounts | 2.22 | 8,252,790 | -20.7 | 06/30/2026 |
| Kayne Anderson Rudnick Investment Management LLC | 1.72 | 6,377,064 | -18.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 1.75 | 6,510,365 | -26.7 | 09/30/2026 |
| Vanguard 500 Index Investor | 1.60 | 5,933,082 | -24.0 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Berkley William R Jr | Chairman, President and CEO | 4,650,314 | 343,658,205 $ | Aug 3, 2026 | direct |
| Shiel James G | EVP - Investments | 810,633 | 59,905,779 $ | Aug 3, 2026 | direct |
| Baio Richard Mark | EVP & CFO | 227,611 | 16,820,453 $ | Aug 3, 2026 | direct |
| Welt Philip S | EVP & Secretary | 214,033 | 15,817,039 $ | Aug 3, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 3, 2026 | Welt Philip S | EVP & Secretary | Other | 592 | 72.29 | 42,794 |
| Aug 3, 2026 | Welt Philip S | EVP & Secretary | Other | 14,086 | 0.00 | – |
| Aug 3, 2026 | Baio Richard Mark | EVP & CFO | Other | 650 | 72.29 | 46,987 |
| Aug 3, 2026 | Baio Richard Mark | EVP & CFO | Other | 14,086 | 0.00 | – |
| Aug 3, 2026 | Berkley William R Jr | Chairman, President and CEO | Other | 4,139 | 72.29 | 299,198 |
| Aug 3, 2026 | Berkley William R Jr | Chairman, President and CEO | Other | 98,593 | 0.00 | – |
| Aug 3, 2026 | Shiel James G | EVP - Investments | Other | 650 | 72.29 | 46,987 |
| Aug 3, 2026 | Shiel James G | EVP - Investments | Other | 14,086 | 0.00 | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.