Guru Ownership Trend
Guru Analysis for W. R. Berkley Corporation (WRB)
W. R. Berkley Corporation (WRB), a key player in the Financials sector, continues to attract institutional attention.
As of Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $789.86 M.
Top institutional holders include Jefferies Group and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $678.38 M net inflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position. Conversely, Manning & Napier Group reduced exposure by 46.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 3.22% | New Buy | 8,911,719 | $682.82 M | Q3 2025 | |
| 0.08% | Reduce -7.8% | 1,648,913 | $126.13 M | Q3 2025 | |
| 1.62% | 261,450 | $20.03 M | Q3 2025 | ||
| 1.62% | 261,450 | $20.03 M | Q3 2025 | ||
| 0.16% | Reduce -1.9% | 213,582 | $16.36 M | Q3 2025 | |
| 0.07% | Add 82.4% | 211,992 | $16.24 M | Q3 2025 | |
| 0.07% | Reduce -4.9% | 87,490 | $6.7 M | Q3 2025 | |
| 0.01% | New Buy | 79,089 | $6.06 M | Q3 2025 | |
| 0.06% | Reduce -46.3% | 62,343 | $4.78 M | Q3 2025 | |
| 0.04% | 60,750 | $4.65 M | Q3 2025 | ||
| 1.33% | Reduce -2.6% | 19,426 | $1.36 M | Q4 2025 | |
| 0.00% | New Buy | 9,583 | $734,249 | Q3 2025 | |
| 0.00% | Add 36.9% | 5,021 | $384,713 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for W. R. Berkley Corporation (WRB)
Major holders include Jefferies Group ($682.82 M), Cliff Asness ($126.13 M), Fairholme Focused Income Fund ($20.03 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 11.57 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $678.38 M, with 6 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited WRB. The total reported sell value was $18.68 M.
Yes, 3 managers opened new positions in WRB, and 3 increased their existing holdings. The total reported buy value was $697.06 M.