The largest holder of W. R. Berkley stock is Estate Of Berkley William Robert, with 86.1 million shares (23.19% of the company), worth about $5.82 billion as of September 25, 2026. The 10 largest holders together own 64.0%.
In Q2 2026, 973 institutional holdings reports listed 302.0 million shares worth $20.10 billion, up 8.2% in shares from Q1 2026.
Insiders reported 37 transactions in the last two years: no sales and 19 purchases. The newest one on file is from March 3, 2026 (Mitsui Sumitomo Insurance Co., Ltd., Beneficial Owner of more than 10% of a Class of Security).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through March 3, 2026.

2026Q2
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Estate Of Berkley William Robert | 86.1 million | 23.19% | $5.8B |
| Ms&Ad Insurance Group Holdings, Inc. | 58.8 million | 15.83% | $4.0B |
| Vanguard Capital Management LLC | 18.7 million | 5.04% | $1.3B |
| BlackRock Advisors LLC | 17.6 million | 4.74% | $1.2B |
| Vanguard Portfolio Management LLC | 14.6 million | 3.92% | $983.0M |
| State Street Corporation | 14.1 million | 3.81% | $954.0M |
| Geode Capital Management LLC | 8.3 million | 2.23% | $559.0M |
| Eaton Vance Management | 8.3 million | 2.22% | $558.0M |
| Kayne Anderson Rudnick Investment Management LLC | 6.4 million | 1.72% | $431.0M |
| Invesco Advisers, Inc. | 5.0 million | 1.35% | $340.0M |
As of September 25, 2026.
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 973 | 302.0 million | $20.1B |
| Q1 2026 | 943 | 279.0 million | $18.5B |
| Q4 2025 | 974 | 286.0 million | $20.1B |
| Q3 2025 | 957 | 250.0 million | $19.3B |
| Q2 2025 | 947 | 257.0 million | $18.9B |
| Q1 2025 | 937 | 262.0 million | $18.7B |
| Q4 2024 | 902 | 262.0 million | $15.3B |
| Q3 2024 | 824 | 270.0 million | $15.3B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Mitsui Sumitomo Insurance Co., Ltd. | Mar 3, 2026 | Beneficial Owner of more than 10% of a Class of Security | Purchase at price 71.60 - 73.20 per share. | $18.7M |
| Mitsui Sumitomo Insurance Co., Ltd. | Feb 27, 2026 | Beneficial Owner of more than 10% of a Class of Security | Purchase at price 71.63 - 72.11 per share. | $21.5M |
| Mitsui Sumitomo Insurance Co., Ltd. | Feb 25, 2026 | Beneficial Owner of more than 10% of a Class of Security | Purchase at price 70.52 - 71.80 per share. | $39.4M |
| Mitsui Sumitomo Insurance Co., Ltd. | Feb 20, 2026 | Beneficial Owner of more than 10% of a Class of Security | Purchase at price 70.53 - 71.50 per share. | $35.7M |
| Mitsui Sumitomo Insurance Co., Ltd. | Feb 13, 2026 | Beneficial Owner of more than 10% of a Class of Security | Purchase at price 69.73 - 72.76 per share. | $2.8M |
| Mitsui Sumitomo Insurance Co., Ltd. | Feb 11, 2026 | Beneficial Owner of more than 10% of a Class of Security | Purchase at price 69.09 - 71.45 per share. | $6.8M |
| Mitsui Sumitomo Insurance Co., Ltd. | Feb 6, 2026 | Beneficial Owner of more than 10% of a Class of Security | Purchase at price 70.46 - 71.39 per share. | $2.8M |
| Mitsui Sumitomo Insurance Co., Ltd. | Feb 4, 2026 | Beneficial Owner of more than 10% of a Class of Security | Purchase at price 67.71 - 70.25 per share. | $21.5M |
| Mitsui Sumitomo Insurance Co., Ltd. | Jan 30, 2026 | Beneficial Owner of more than 10% of a Class of Security | Purchase at price 68.08 - 68.56 per share. | $33.1M |
| Mitsui Sumitomo Insurance Co., Ltd. | Jan 28, 2026 | Beneficial Owner of more than 10% of a Class of Security | Purchase at price 65.86 - 69.04 per share. | $69.3M |
| Mitsui Sumitomo Insurance Co., Ltd. | Jan 23, 2026 | Beneficial Owner of more than 10% of a Class of Security | Purchase at price 66.77 - 67.45 per share. | $46.9M |
| Mitsui Sumitomo Insurance Co., Ltd. | Jan 21, 2026 | Beneficial Owner of more than 10% of a Class of Security | Purchase at price 66.95 - 68.08 per share. | $42.6M |
Newest 12 of 37 insider transactions in the last two years.
Estate Of Berkley William Robert, with 23.19% of the company (as of September 25, 2026). Next: Ms&Ad Insurance Group Holdings, Inc. (15.83%) and Vanguard Capital Management LLC (5.04%).
973 institutional holdings reports listed W. R. Berkley shares in Q2 2026, 302.0 million shares in all worth $20.10 billion.
In the last two years insiders reported no sales and 19 purchases (37 transactions in all); the newest on file is from March 3, 2026.