Follow-The-Filings

Security

WRB

Berkley W R Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

13 owners 1 new 1 exit max 1.1% (Bruce Berkowitz - Fairhol...)

owners 13
max % 1.1%
tracked value $3.4B
qoq N 1 A 6 R 3 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Bruce Berkowitz - Fairholme Capital Management LLC 2026 Q1 1.1% Reduce -0.15 pp 256,350 $17M hist
Natixis Advisors, LLC 2026 Q1 0.1% Add +0.01 pp 1,348,958 $89M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add -0.01 pp 1,848,105 $122M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.05 pp 6,214,380 $436M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 37,033,581 $2.6B hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.04 pp 167,126 $11M hist
Ancora Advisors LLC 2026 Q1 0.0% 15,271 $1M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 1,394,141 $92M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 459,227 $30M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% New 0.0% 200,813 $13M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 31,635 $2M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 26,553 $2M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 13,607 $902 hist
Ken Fisher - Fisher Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 3,773 $265 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $471.84M $505.75M $555.76M
Gross profit
Gross margin
Net income $1.38B $1.76B $1.78B
Net margin * 292.8% 347.2% 320.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets
Total non-current assets
Total assets $37.2B $40.57B $44.07B
Total current liabilities
Total non-current liabilities
Total equity $7.46B $8.4B $9.7B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.93B $3.68B $3.58B
Cash from investing -$1.96B -$2.18B -$2.03B
Cash from financing -$1.06B -$852.49M -$1.03B
Net change in cash -$86.15M $611.55M $565.19M

ownership over time

filing count by report period · click a bar for that quarter’s holders