Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Berkley W R Corp (WRB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%

915+

Inst. Holders

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
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Analyst Recommendations

Stock Performance

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Company Profile: WRB

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

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Smart Money Signal ?
Broad Consensus, Selective Conviction

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

53 top-rated funds 12 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: WRB
2026 Q2 Stats Unlock in 37 days 915 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 915 938 -2.45%
13F Shares 275M 285M -3.65%
Total Value $17.97B $19.96B -9.99%
New Positions 104 136 -32
Increased Positions 237 308 -71
Closed Positions 127 108 +19
Reduced Positions 417 344 +73
Total Calls 5 8 -37.5%
Total Puts 5 6 -16.67%
PUT/CALL Ratio 1.0 0.75 Neutral

Statistics: WRB

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Financial Highlights

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Institutional Holders (2026 Q2)

915 + 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 WRB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Butensky & Cohen Financial Security, Inc 1.40% 80,208 $5.7M
2 Eagle Rock Investment Company, LLC 1.24% 142,381 $10.0M
3 Confluence Investment Management LLC 1.14% 1,031,752 $72.8M
4 Agate Pass Investment Management, LLC 0.83% 31,899 $2.2M
5 Sage Capital Advisors,llc 0.30% 20,768 $1.5M
6 Everpar Advisors LLC 0.19% 9,670 $682K
7 Baron Wealth Management LLC 0.11% 6,221 $439K
8 Pacific Excel Wealth Advisors, Inc. 0.11% 3,893 $275K
9 Somerset Trust Co 0.08% 3,972 $280K
10 Lincoln Capital LLC 0.07% 5,692 $401K
11 Thrive Wealth Management, LLC 0.05% 6,072 $428K
12 Tema Etfs LLC 0.05% 19,910 $1.4M
13 Lantz Financial LLC 0.04% 3,063 $216K
14 Czech National Bank 0.03% 83,712 $5.9M
15 GAMMA Investing LLC 0.03% 12,186 $859K
16 Sarver Vrooman Wealth Advisors 0.03% 649 $46K
17 Thurston, Springer, Miller, Herd & Titak, INC. 0.02% 775 $55K
18 Allied Private Wealth LLC 0.02% 401 $29K
19 Dynamic Advisor Solutions LLC 0.02% 8,661 $611K
20 E. Ohman J:or Asset Management AB 0.02% 9,347 $659K
21 Avior Wealth Management, LLC 0.01% 7,799 $550K
22 Versant Capital Management, Inc 0.01% 1,739 $123K
23 Ares Financial Consulting, LLC 0.01% 175 $12K
24 Jfs Wealth Advisors, LLC 0.01% 2,028 $143K
25 Harbor Investment Advisory, LLC 0.01% 1,390 $98K
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)

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.

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