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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -21
Streak
1Q ▼
Buyers last Q
39%

Smart Money Signals — WRB

Based on 917 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WRB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
917 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WRB is almost the same as a year ago (+20 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 39% buying

347 buying546 selling
Last quarter: 546 funds sold vs only 347 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-30 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 99 → 108 → 136 → 106. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 23% medium ■ 15% new
568 out of 917 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.
📈

Growing discovery — still being found

132 → 99 → 108 → 136 → 106 new funds/Q
New funds entering each quarter: 99 → 108 → 136 → 106. A growing number of institutions are discovering WRB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 12% 1-2yr ■ 22% new
Of 926 current holders: 610 (66%) 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.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
59 of 917 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 2026 Q1, 347 hedge funds were net buyers of WRB (106 opened a new position, 241 added to an existing one), while 546 reduced or exited (419 trimmed, 127 sold completely) — a 39% buyer ratio, indicating net institutional distribution. 35% of total institutional value in WRB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -21 funds (more exits than new entries). Total institutional holders: 917.

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.

Is It Too Late to Buy BERKLEY W R CORP (WRB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WRB has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 57d ago
WRB
+3.1%
XLF
+4.9%

WRB outperformed XLF by -1.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 12d ago
WRB
+1.3%
XLF
+1.3%

Since the filing became public, WRB outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
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

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)

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 institutional holders of WRB — 2026 Q1 · 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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WRB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WRB?

Heavy selling pressure — only 39% buying: Last quarter: 546 funds sold vs only 347 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for WRB holders?

Strong quality — 35% AUM from major funds: 59 of 917 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WRB?

62% of holders stayed for 2+ years: 568 out of 917 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.

Is it too late to buy BERKLEY W R CORP (WRB) following the 2026 Q1 hedge fund 13F filings?

As of today, WRB has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), WRB has gained +3.1% vs +4.9% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →