WRB
W. R. BERKLEY CORPMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $55 | $69 | +25% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $55 | $69 | +25% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $55 | $69 | +25% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $55 | $69 | +25% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $55 | $69 | +25% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management | Q4 2025 | Q1 2026 | → $71 | -6% |
| Renaissance Technologies | Q4 2024 | Q4 2025 | → $76 | +30% |
| Bridgewater Associates 5× in & out | Q2 2025 | Q3 2025 | → $70 | +1% |
| Maverick Capital 3× in & out | Q2 2024 | Q3 2024 | → $55 | +11% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at BERKLEY W R CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 4, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-257711Jun 4, 2026
- Form 40001193125-26-257689Jun 4, 2026
- Form 40001193125-26-257685Jun 4, 2026
- Form 40001193125-26-257667Jun 4, 2026
- Form 40001193125-26-257662Jun 4, 2026
- Form 40001193125-26-257656Jun 4, 2026
- Form 40001193125-26-257653Jun 4, 2026
- Form 40001193125-26-257649Jun 4, 2026
- Form 40001193125-26-257637Jun 4, 2026
- Form 40001193125-26-257636Jun 4, 2026
- Form 40001193125-26-089411Mar 3, 2026
- Form 40001193125-26-083630Feb 27, 2026
- Form 40001193125-26-072599Feb 25, 2026
- Form 40001193125-26-061923Feb 20, 2026
- Form 40001193125-26-057634Feb 18, 2026
Fundamentals
XBRL · W. R. BERKLEY CORPAnnual figures sourced directly from W. R. BERKLEY CORP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for BERKLEY W R CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 5, 2026
- 10-QQuarterly reportMay 1, 2026
- DEF 14AProxy statementApr 22, 2026
- 8-KMaterial eventApr 21, 2026
- 10-KAnnual reportFeb 27, 2026
- 8-KMaterial eventJan 26, 2026
- 8-KMaterial eventDec 5, 2025
- 10-QQuarterly reportNov 3, 2025
- 8-KMaterial eventOct 20, 2025
- 10-QQuarterly reportAug 4, 2025
- 8-KMaterial eventJul 21, 2025
- 8-KMaterial eventJun 13, 2025
- 10-QQuarterly reportMay 2, 2025
- DEF 14AProxy statementApr 25, 2025
- 8-KMaterial eventApr 21, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q2 2026 | open | $66 | $69 | +3% |
| Point72 Asset Management | Q4 2025 | Q1 2026 | $76 | $71 | -6% |
| D.E. Shaw | Q3 2025 | Q1 2026 | $70 | $71 | +1% |
| Bridgewater Associates | Q2 2025 | Q3 2025 | $69 | $70 | +1% |
| Citadel Advisors | Q1 2025 | open | $59 | $69 | +17% |
| Renaissance Technologies | Q4 2024 | Q4 2025 | $58 | $76 | +30% |
| Bridgewater Associates | Q3 2024 | Q4 2024 | $55 | $58 | +6% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $55 | $57 | +5% |
| Two Sigma Investments | Q3 2024 | open | $55 | $69 | +25% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $55 | $59 | +7% |
| AQR Capital Management | Q3 2024 | open | $55 | $69 | +25% |
| Millennium Management | Q3 2024 | open | $55 | $69 | +25% |
| Maverick Capital | Q2 2024 | Q3 2024 | $50 | $55 | +11% |
| Maverick Capital | Q4 2022 | Q1 2023 | $42 | $42 | -1% |
| Bridgewater Associates | Q1 2022 | Q2 2023 | $36 | $37 | +1% |
| Maverick Capital | Q3 2021 | Q2 2022 | $30 | $41 | +39% |
| Bridgewater Associates | Q2 2020 | Q4 2020 | $19 | $27 | +46% |
| Bridgewater Associates | Q2 2018 | Q3 2018 | $19 | $19 | +1% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.