ETF Holdings Breakdown of WRB

Stock NameW. R. Berkley Corp
TickerWRB(USD) NYSE
TYPECommon Stock
CountryUSA
ISINUS0844231029
LEISQOAGCLKBDWNVYV1OV80

WRB institutional holdings

The following institutional investment holdings of WRB have been identified

Date ETF ISIN/Name Num Shares Book value
2025-09-18 IE00B5BMR087 (iShares Core S&P 500 UCITS ETF USD (Acc)) 705,070 0.0%USD 51,540,617 0.0%
2025-09-18 IE00BD8KRH84 (iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)) 705,070 0.0%USD 51,540,617 0.0%
2025-09-18 IE00BL3J3G74 (iShares Core S&P 500 UCITS ETF MXN Hedged (Acc)) 705,070 0.0%USD 51,540,617 0.0%
2025-09-18 IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc)) 443,728 0.1%USD 32,436,517 0.1%
2025-09-18 IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist)) 443,728 0.1%USD 32,436,517 0.1%
2025-09-18 IE00BKBF6H24 (iShares Core MSCI World UCITS ETF) 443,728 0.1%USD 32,436,517 0.1%
2025-09-18 IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist)) 443,728 0.1%USD 32,436,517 0.1%
2025-09-18 IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist)) 34,269 0.3%USD 2,505,064 0.3%
2025-09-18 IE0031442068 (iShares Core S&P 500 UCITS ETF USD (Dist)) 107,191 0.0%USD 7,835,662 0.0%
2025-09-18 IE00B6R52259 (iShares MSCI ACWI UCITS ETF) 89,600USD 6,549,760 0.0%
2025-09-18 IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc)) 89,600USD 6,549,760 0.0%
2025-09-18 IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc)) 85,242 0.3%USD 6,231,190 0.3%
2025-09-18 IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist)) 85,242 0.3%USD 6,231,190 0.3%
2025-09-18 IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc)) 85,242 0.3%USD 6,231,190 0.3%
2025-09-18 IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist)) 33,084USD 2,418,440 0.0%
2025-09-18 IE00B3ZW0K18 (iShares S&P 500 EUR Hedged UCITS ETF (Acc)) 46,174USD 2,866,270 0.6%
2025-09-18 IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP) 6,833USD 499,492 0.0%
2025-09-18 IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP) 6,833USD 499,492 0.0%
2025-09-18 IE00BP3QZ601 (iShares Edge MSCI World Quality Factor UCITS ETF) 48,071USD 3,513,990 0.0%
2025-09-18 IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist)) 21,449 -0.6%USD 1,567,922 -0.6%
2025-09-18 IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF) 21,449 -0.6%USD 1,567,922 -0.6%
2025-09-18 IE0003WV2ME7 (iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)) 120,414 0.1%USD 8,802,263 0.1%
2025-09-18 IE000MLMNYS0 (iShares S&P 500 Equal Weight UCITS ETF USD (Acc)) 120,414 0.1%USD 8,802,263 0.1%
2025-09-18 IE00B8FHGS14 (iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)) 209,569USD 15,319,494 0.0%
2025-09-18 IE00BGPP8L80 (iShares Edge MSCI World Minimum Volatility UCITS ETF GBP Hedged (Acc)) 209,569USD 15,319,494 0.0%
2025-09-18 IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc)) 19,264USD 1,195,821 0.6%
2025-09-18 IE00BP3QZ825 (iShares Edge MSCI World Momentum Factor UCITS ETF) 46,907 0.4%USD 3,428,902 0.4%
2025-09-18 IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc)) 13,255USD 968,941 0.0%
2025-09-18 IE00B6SPMN59 (iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Acc)) 183,626USD 13,423,061 0.0%
2025-09-18 IE00BD93YH54 (iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)) 183,626USD 13,423,061 0.0%
2025-09-18 IE00B4JNQZ49 (iShares S&P 500 Financials Sector UCITS ETF USD (Acc)) 99,463USD 7,270,745 0.0%
2025-09-18 IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD) 7,023USD 513,381 0.0%
2025-09-18 IE00B3Y8X563 (iShares S&P 500 GBP Hedged UCITS ETF (Acc)) 7,087USD 382,247 0.8%
2025-09-18 IE00BD1F4N50 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Acc) GBP) 17,329USD 1,266,750 0.0%
2025-09-18 IE00BFF5RZ82 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)) 17,329USD 1,266,750 0.0%
2025-09-18 IE00BN92ZL31 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)) 7,763USD 567,475 0.0%
2025-09-18 IE00BMXC7W70 (iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)) 7,763USD 567,475 0.0%
2025-09-18 IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc)) 2,009USD 108,358 0.8%
2025-09-18 IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)) 5,549USD 405,632 0.0%
2025-09-18 IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)) 13,514USD 987,873 0.0%
Total =5,941,874 USD 433,455,249
Book value of shares is calculated on the adjusted close price of each day (row).

News associated with WRB

Ex-Dividend Reminder: Dynex Capital, First American Financial and Berkley
Looking at the universe of stocks we cover at Dividend Channel, on 9/22/25, Dynex Capital Inc (Symbol: DX), First American Financial Corp (Symbol: FAF), and Berkley Corp (Symbol: WRB) will all trade ex-dividend for their respective upcoming dividends. Dynex Capital Inc will pay - 2025-09-18 12:44:04
Berkley Reaches Analyst Target Price
In recent trading, shares of Berkley Corp (Symbol: WRB) have crossed above the average analyst 12-month target price of $73.75, changing hands for $73.81/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuatio - 2025-09-12 08:06:44
Analysts Set W.R. Berkley Corporation (NYSE:WRB) Price Target at $72.54
Shares of W.R. Berkley Corporation (NYSE:WRB – Get Free Report) have received an average rating of “Hold” from the thirteen ratings firms that are presently covering the company, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, nine have assigned a hold recommendation, two have assigned a buy recommendation and […] - 2025-09-05 03:13:03
Federated Hermes Inc. Sells 472 Shares of W.R. Berkley Corporation (NYSE:WRB)
Federated Hermes Inc. decreased its holdings in shares of W.R. Berkley Corporation (NYSE:WRB – Free Report) by 21.3% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 1,740 shares of the insurance provider’s stock after selling 472 shares during the period. Federated Hermes Inc.’s holdings in W.R. […] - 2025-08-11 04:48:50
W.R. Berkley Corporation (NYSE:WRB) Shares Bought by Bank Julius Baer & Co. Ltd Zurich
Bank Julius Baer & Co. Ltd Zurich boosted its position in shares of W.R. Berkley Corporation (NYSE:WRB – Free Report) by 48.2% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,091 shares of the insurance provider’s stock after buying an additional 1,981 shares during […] - 2025-07-25 06:31:06
Wells Fargo & Company Cuts W.R. Berkley (NYSE:WRB) Price Target to $68.00
W.R. Berkley (NYSE:WRB – Free Report) had its price target decreased by Wells Fargo & Company from $71.00 to $68.00 in a report published on Tuesday,Benzinga reports. Wells Fargo & Company currently has an equal weight rating on the insurance provider’s stock. A number of other equities analysts also recently issued reports on WRB. Bank […] - 2025-07-25 05:48:57
W.R. Berkley Corporation (NYSE:WRB) Shares Acquired by Apollon Wealth Management LLC
Apollon Wealth Management LLC grew its stake in W.R. Berkley Corporation (NYSE:WRB – Free Report) by 15.5% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,779 shares of the insurance provider’s stock after buying an additional 640 shares during the […] - 2025-07-21 06:09:32
Allworth Financial LP Raises Stock Holdings in W.R. Berkley Corporation (NYSE:WRB)
Allworth Financial LP grew its stake in W.R. Berkley Corporation (NYSE:WRB – Free Report) by 6.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,842 shares of the insurance provider’s stock after acquiring an additional 287 shares during the quarter. Allworth […] - 2025-07-15 07:40:34
W.R. Berkley Corporation (NYSE:WRB) Receives Consensus Rating of “Hold” from Analysts
Shares of W.R. Berkley Corporation (NYSE:WRB – Get Free Report) have earned a consensus recommendation of “Hold” from the twelve brokerages that are currently covering the company, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, nine have issued a hold recommendation and two have given a buy recommendation to […] - 2025-07-14 03:42:45
W.R. Berkley (NYSE:WRB) Price Target Raised to $80.00
W.R. Berkley (NYSE:WRB – Get Free Report) had its price objective raised by UBS Group from $78.00 to $80.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the insurance provider’s stock. UBS Group’s target price suggests a potential upside of 15.82% from the […] - 2025-07-11 05:10:57
DAVENPORT & Co LLC Raises Stock Holdings in W.R. Berkley Corporation (NYSE:WRB)
DAVENPORT & Co LLC boosted its holdings in W.R. Berkley Corporation (NYSE:WRB – Free Report) by 15.8% in the first quarter, HoldingsChannel reports. The firm owned 20,396 shares of the insurance provider’s stock after purchasing an additional 2,785 shares during the period. DAVENPORT & Co LLC’s holdings in W.R. Berkley were worth $1,451,000 as of […] - 2025-07-06 06:04:52
Validea Motley Fool Strategy Daily Upgrade Report - 7/3/2025
The following are today's upgrades for Validea's Small-Cap Growth Investor model based on the published strategy of Motley Fool. This strategy looks for small cap growth stocks with solid fundamentals and strong price performance.W R BERKLEY CORP (WRB) is a large-cap growth stock - 2025-07-03 06:19:13
Cambridge Investment Research Advisors Inc. Reduces Holdings in W.R. Berkley Corporation (NYSE:WRB)
Cambridge Investment Research Advisors Inc. decreased its position in shares of W.R. Berkley Corporation (NYSE:WRB – Free Report) by 12.6% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 24,494 shares of the insurance provider’s stock after selling 3,541 shares during the quarter. Cambridge Investment Research Advisors […] - 2025-07-03 04:44:48
W.R. Berkley Corporation (NYSE:WRB) Shares Purchased by Robeco Institutional Asset Management B.V.
Robeco Institutional Asset Management B.V. boosted its position in W.R. Berkley Corporation (NYSE:WRB – Free Report) by 22.5% during the first quarter, Holdings Channel.com reports. The institutional investor owned 76,635 shares of the insurance provider’s stock after purchasing an additional 14,089 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in W.R. Berkley were […] - 2025-07-01 05:24:49
Kentucky Retirement Systems Insurance Trust Fund Invests $608,000 in W.R. Berkley Corporation (NYSE:WRB)
Kentucky Retirement Systems Insurance Trust Fund purchased a new position in W.R. Berkley Corporation (NYSE:WRB – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 8,544 shares of the insurance provider’s stock, valued at approximately $608,000. A […] - 2025-06-25 07:26:47
W.R. Berkley Corporation (NYSE:WRB) Shares Sold by Retirement Systems of Alabama
Retirement Systems of Alabama lessened its stake in shares of W.R. Berkley Corporation (NYSE:WRB – Free Report) by 1.0% during the first quarter, Holdings Channel.com reports. The fund owned 64,522 shares of the insurance provider’s stock after selling 657 shares during the period. Retirement Systems of Alabama’s holdings in W.R. Berkley were worth $4,591,000 at […] - 2025-06-25 05:28:57
Envestnet Portfolio Solutions Inc. Sells 4,987 Shares of W.R. Berkley Corporation (NYSE:WRB)
Envestnet Portfolio Solutions Inc. lowered its stake in W.R. Berkley Corporation (NYSE:WRB – Free Report) by 18.8% during the first quarter, Holdings Channel.com reports. The fund owned 21,472 shares of the insurance provider’s stock after selling 4,987 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in W.R. Berkley were worth $1,528,000 as of its […] - 2025-06-24 05:50:53
Blue Trust Inc. Has $235,000 Holdings in W.R. Berkley Corporation (NYSE:WRB)
Blue Trust Inc. lifted its stake in W.R. Berkley Corporation (NYSE:WRB – Free Report) by 16.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,305 shares of the insurance provider’s stock after buying an additional 455 shares during the period. […] - 2025-06-24 05:03:04
Nilsine Partners LLC Invests $243,000 in W.R. Berkley Corporation (NYSE:WRB)
Nilsine Partners LLC bought a new position in shares of W.R. Berkley Corporation (NYSE:WRB – Free Report) during the first quarter, Holdings Channel reports. The fund bought 3,408 shares of the insurance provider’s stock, valued at approximately $243,000. A number of other institutional investors and hedge funds also recently modified their holdings of WRB. Optiver […] - 2025-06-23 05:30:58
Dynamic Advisor Solutions LLC Buys Shares of 3,921 W.R. Berkley Corporation (NYSE:WRB)
Dynamic Advisor Solutions LLC bought a new stake in W.R. Berkley Corporation (NYSE:WRB – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 3,921 shares of the insurance provider’s stock, valued at approximately $279,000. Other institutional investors also recently made changes to […] - 2025-06-20 05:00:59
Janney Montgomery Scott LLC Lowers Position in W.R. Berkley Corporation (NYSE:WRB)
Janney Montgomery Scott LLC lessened its stake in W.R. Berkley Corporation (NYSE:WRB – Free Report) by 4.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 220,827 shares of the insurance provider’s stock after selling 10,446 shares during the period. Janney […] - 2025-06-19 07:10:51
Ritholtz Wealth Management Buys 574 Shares of W.R. Berkley Corporation (NYSE:WRB)
Ritholtz Wealth Management increased its stake in shares of W.R. Berkley Corporation (NYSE:WRB – Free Report) by 7.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,218 shares of the insurance provider’s stock after purchasing an additional 574 shares during the […] - 2025-06-19 05:36:56
Exchange Traded Concepts LLC Purchases 257 Shares of W.R. Berkley Corporation (NYSE:WRB)
Exchange Traded Concepts LLC raised its position in shares of W.R. Berkley Corporation (NYSE:WRB – Free Report) by 1.6% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 15,889 shares of the insurance provider’s stock after acquiring an additional 257 shares during the […] - 2025-06-19 04:56:54
W. R. Berkley Co. (NYSE:WRB) Shares Purchased by Yousif Capital Management LLC
Yousif Capital Management LLC boosted its holdings in shares of W. R. Berkley Co. (NYSE:WRB – Free Report) by 1.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 37,913 shares of the insurance provider’s stock after purchasing an additional 387 shares during the […] - 2025-06-15 06:28:59
Pallas Capital Advisors LLC Takes Position in W. R. Berkley Co. (NYSE:WRB)
Pallas Capital Advisors LLC acquired a new position in shares of W. R. Berkley Co. (NYSE:WRB – Free Report) in the first quarter, HoldingsChannel reports. The fund acquired 4,817 shares of the insurance provider’s stock, valued at approximately $343,000. Other institutional investors have also made changes to their positions in the company. Amundi grew its […] - 2025-06-13 04:54:53
OLD National Bancorp IN Sells 7,880 Shares of W. R. Berkley Co. (NYSE:WRB)
OLD National Bancorp IN lowered its holdings in W. R. Berkley Co. (NYSE:WRB – Free Report) by 68.3% in the first quarter, Holdings Channel reports. The firm owned 3,655 shares of the insurance provider’s stock after selling 7,880 shares during the quarter. OLD National Bancorp IN’s holdings in W. R. Berkley were worth $260,000 as […] - 2025-06-11 05:35:07
Wedmont Private Capital Has $567,000 Stock Position in W. R. Berkley Co. (NYSE:WRB)
Wedmont Private Capital grew its position in shares of W. R. Berkley Co. (NYSE:WRB – Free Report) by 3.0% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,278 shares of the insurance provider’s stock after acquiring an additional 240 shares […] - 2025-06-10 05:35:00
Merit Financial Group LLC Grows Stock Position in W. R. Berkley Co. (NYSE:WRB)
Merit Financial Group LLC raised its holdings in W. R. Berkley Co. (NYSE:WRB – Free Report) by 83.2% during the first quarter, Holdings Channel.com reports. The firm owned 17,532 shares of the insurance provider’s stock after purchasing an additional 7,961 shares during the period. Merit Financial Group LLC’s holdings in W. R. Berkley were worth […] - 2025-06-08 05:46:58
Morgan Stanley Forecasts Strong Price Appreciation for W. R. Berkley (NYSE:WRB) Stock
W. R. Berkley (NYSE:WRB – Get Free Report) had its target price lifted by analysts at Morgan Stanley from $63.00 to $75.00 in a report released on Monday,Benzinga reports. The firm currently has an “equal weight” rating on the insurance provider’s stock. Morgan Stanley’s price objective would suggest a potential upside of 2.08% from the […] - 2025-05-21 05:46:49
W. R. Berkley (NYSE:WRB) Cut to “Hold” at StockNews.com
W. R. Berkley (NYSE:WRB – Get Free Report) was downgraded by research analysts at StockNews.com from a “buy” rating to a “hold” rating in a research report issued on Wednesday. WRB has been the topic of a number of other reports. Truist Financial raised their target price on shares of W. R. Berkley from $68.00 […] - 2025-05-21 05:12:52

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