W. R. Berkley
Underwrites specialty commercial insurance, reinsurance, and excess-only risk through decentralized businesses.
$70.65
After-hours close+2.19 (+3.20%)
At close$68.46(+0.18%)
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Breakdown13F · Form 4
Institutions 81.37%302.94M sharesInsiders 6.42%23.88M sharesOther 12.21%45.46M shares
Shares outstanding 372.28M · Float 243.46M · 65.4% free float
Institutions13F, as of Jun 30, 2026
957 holders · 302.94M shares · 124 new positions · 459 increased · 326 reduced · 100 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Mitsui Sumitomo Insurance Co Ltd | 58.78M | 15.79% | 0 | Aug 13, 2026 |
| BlackRock, Inc. | 21.93M | 5.89% | −1.35M | Aug 7, 2026 |
| Vanguard Capital Management LLC | 18.69M | 5.02% | −234.9K | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 14.55M | 3.91% | −199.3K | Aug 13, 2026 |
| State Street Corp | 14.13M | 3.79% | −278.8K | Aug 7, 2026 |
| Geode Capital Management, LLC | 8.27M | 2.22% | +39.1K | Aug 12, 2026 |
| Morgan Stanley | 8.25M | 2.22% | −2.16M | Aug 13, 2026 |
| Kayne Anderson Rudnick Investment Management LLC | 6.38M | 1.71% | −1.40M | Aug 13, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| The William R. Berkley 2011 GST Trust u/a dated December 20, 2011incl. The William R. Berkley 2022 Family Trust f/b/o William R. Berkley, Jr. and His Issue, WR Berkley & Others LLC +5 more | 25.67% | 95.56M | 13D | Jul 21, 2026 ↗ |
| Mitsui Sumitomo Insurance Co., Ltd.incl. MS&AD Insurance Group Holdings, Inc. | 15.80% | 58.78M | 13D | Jun 4, 2026 ↗ |
| Vanguard Capital Management | 5.80% | 21.73M | 13G | Apr 30, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Mitsui Sumitomo Insurance Co Ltd | 10 percent owner | 58.71M | 15.77% | Mar 3, 2026 |
| William R. Berkley | director, 10 percent owner, officer: Executive Chairman | 17.37M | 4.66% | Jun 4, 2026 |
| William R. Jr Berkley | director, 10 percent owner, officer: Chairman, President and CEO | 4.65M | 1.25% | Aug 5, 2026 |
| James G. Shiel | officer: EVP - Investments | 810.6K | 0.22% | Aug 5, 2026 |
| Lucille T. Sgaglione | officer: EVP | 241.0K | 0.06% | Aug 19, 2025 |
| Richard Mark Baio | officer: EVP & CFO | 227.6K | 0.06% | Aug 5, 2026 |
| Philip S. Welt | officer: EVP & Secretary | 214.0K | 0.06% | Aug 5, 2026 |
| Ronald E. Blaylock | director | 122.0K | 0.03% | Jun 4, 2026 |
| Christopher L. Augostini | director | 109.9K | 0.03% | Jun 4, 2026 |
| Maria Luisa Ferre | director | 59.2K | 0.02% | Jun 4, 2026 |
1 ten-percent owner holds 58.71M shares by Form 4 — the 13D/G table above shows that stake, the figure above counts officers and directors only · 24 people have not refiled in the last 18 months (25.60M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Mar 2, 2026 | Mitsui Sumitomo Insurance Co Ltd10 percent owner | Purchase · 2 lots | 146,000 | $72.92 | 58,668,274 |
| Mar 3, 2026 | Mitsui Sumitomo Insurance Co Ltd10 percent owner | Purchase · 2 lots | 112,176 | $72.20 | 58,780,450 |
| Feb 26, 2026 | Mitsui Sumitomo Insurance Co Ltd10 percent owner | Purchase · 2 lots | 153,000 | $71.67 | 58,375,274 |
| Feb 27, 2026 | Mitsui Sumitomo Insurance Co Ltd10 percent owner | Purchase | 147,000 | $71.63 | 58,522,274 |
| Feb 23, 2026 | Mitsui Sumitomo Insurance Co Ltd10 percent owner | Purchase · 2 lots | 220,000 | $71.15 | 57,888,620 |
| Feb 24, 2026 | Mitsui Sumitomo Insurance Co Ltd10 percent owner | Purchase · 2 lots | 164,786 | $70.81 | 58,053,406 |
| Feb 25, 2026 | Mitsui Sumitomo Insurance Co Ltd10 percent owner | Purchase · 2 lots | 168,868 | $71.42 | 58,222,274 |
| Feb 19, 2026 | Mitsui Sumitomo Insurance Co Ltd10 percent owner | Purchase · 2 lots | 345,000 | $70.65 | 57,508,038 |
| Feb 20, 2026 | Mitsui Sumitomo Insurance Co Ltd10 percent owner | Purchase | 160,582 | $70.80 | 57,668,620 |
| Feb 17, 2026 | Mitsui Sumitomo Insurance Co Ltd10 percent owner | Purchase | 281,386 | $71.19 | 56,878,038 |
CongressHouse and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. Ro Khanna · CA17 | Purchase | $1,001 – $15,000 | Jun 2, 2026 | Jul 8, 2026 ↗ | |
| Rep. Gilbert Cisneros · CA31 | Sale | $1,001 – $15,000 | Jun 5, 2026 | Jul 3, 2026 ↗ | |
| Rep. Gilbert Cisneros · CA31 | Sale | $1,001 – $15,000 | May 29, 2026 | Jun 9, 2026 ↗ | |
| Rep. Gilbert Cisneros · CA31 | Sale | $1,001 – $15,000 | May 19, 2026 | Jun 9, 2026 ↗ | |
| Rep. Gilbert Cisneros · CA31 | Sale | $1,001 – $15,000 | May 14, 2026 | Jun 9, 2026 ↗ |