Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BERKLEY W R CORP (WRB)

909 + Investors. Track Smart Money conviction in WRB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — WRB

Based on 938 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added WRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
938 hedge funds hold WRB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+90 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

445 buying457 selling
Last quarter: 457 funds reduced or exited vs 445 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new WRB position: 132 → 99 → 108 → 136. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
578 out of 938 hedge funds have held WRB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~136 new funds/quarter

126 → 132 → 99 → 108 → 136 new funds/Q
New funds entering each quarter: 132 → 99 → 108 → 136. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 11% 1-2yr ■ 26% new
Of 949 current holders: 600 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
60 of 938 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in WRB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WRB

In 2025 Q4, 445 hedge funds were net buyers of WRB (136 opened a new position, 309 added to an existing one), while 457 reduced or exited (349 trimmed, 108 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 50% of total institutional value in WRB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 938.

Hedge Fund Ownership: WRB

How many hedge funds hold WRB — quarterly history vs. share price
Quarterly hedge fund ownership of WRB vs. share price

Market Analysis: WRB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WRB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 12 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: WRB
2026 Q1 Stats Unlock in 1 days 909 + Investors

Track Smart Money conviction in WRB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 909 885 2.71%
13F Shares 282M 243M 16.32%
Total Value $19.76B $18.67B 5.8%
New Positions 130 107 +23
Increased Positions 314 302 +12
Closed Positions 108 93 +15
Reduced Positions 348 357 -9
Total Calls 8 7 14.29%
Total Puts 6 4 50.0%
PUT/CALL Ratio 0.75 0.57 Neutral

Statistics: WRB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

909 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WRB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of WRB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MITSUI SUMITOMO INSURANCE CO LTD 100.00% 58,780,450 $3.90B
2 Mraz, Amerine & Associates, Inc. 6.16% 630,593 $41.8M
3 Buckland Partners Management Co LLC 5.97% 148,500 $9.8M
4 PhiloSmith Capital Corp 4.92% 260,381 $17.3M
5 America First Investment Advisors, LLC 4.70% 380,335 $25.2M
6 7G CAPITAL MANAGEMENT, LLC 4.56% 100,000 $7.0M
7 NEW VERNON INVESTMENT MANAGEMENT LLC 4.51% 64,046 $4.2M
8 Titiun Yejiel 3.41% 40,500 $2.8M
9 BloombergSen Inc. 3.32% 657,260 $43.6M
10 Fairman Group, LLC 3.01% 53,124 $3.5M
11 Cornerstone Investment Partners, LLC 2.93% 1,052,504 $69.8M
12 Elevate Capital Advisors, LLC 2.89% 67,373 $4.5M
13 HUTCHINSON CAPITAL MANAGEMENT/CA 2.84% 232,906 $15.4M
14 CORBYN INVESTMENT MANAGEMENT INC/MD 2.83% 128,104 $8.5M
15 Wallington Asset Management, LLC 2.72% 308,444 $20.4M
16 EULAV Asset Management 2.61% 1,230,464 $81.6M
17 Illumine Investment Management, LLC 2.56% 50,254 $3.3M
18 CHILTON INVESTMENT CO INC. 2.16% 1,388,792 $92.0M
19 ANCHOR CAPITAL ADVISORS LLC 2.14% 1,133,890 $75.2M
20 Dundas Partners LLP 2.06% 390,567 $25.9M
21 BARLOW WEALTH PARTNERS, LLC 2.01% 270,284 $18.1M
22 SPEECE THORSON CAPITAL GROUP INC 1.99% 131,854 $8.7M
23 Maren Capital LLC 1.75% 504,611 $33.4M
24 Godshalk Welsh Capital Management, Inc. 1.74% 45,158 $3.0M
25 Financial Strategies Group, Inc. 1.66% 149,793 $9.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BERKLEY W R CORP (WRB)

What does the Smart Money Trend signal show for WRB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added WRB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WRB?

More sellers than buyers — 49% buying: Last quarter: 457 funds reduced or exited vs 445 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WRB holders?

Elite ownership — 50% AUM from top-100 funds: 60 of 938 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in WRB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WRB?

62% of holders stayed for 2+ years: 578 out of 938 hedge funds have held WRB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.