As of the latest SEC filings, BERKLEY W R CORP (WRB) is held by 603 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $601,117,247.08 in market value, representing 0.03% of its portfolio.
Funds holding BERKLEY W R CORP (WRB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WRB
- CIK:
- 0000011544
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $601,117,247.08 | 9,069,361 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.04% | $501,788,116.96 | 7,570,732 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.21% | $407,975,537.52 | 6,155,334 | Mar 31, 2026 | May 28, 2026 |
|
EAASX
Eaton Vance Atlanta Capital SMID-Cap Fund
|
MF | Eaton Vance | 2.79% | $274,624,684.56 | 4,143,402 | Mar 31, 2026 | May 26, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.04% | $273,939,314.40 | 3,820,632 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.04% | $254,009,351.04 | 3,832,368 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.04% | $228,779,537.64 | 3,451,713 | Mar 31, 2026 | May 28, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.08% | $174,761,801.60 | 2,636,720 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.19% | $166,134,100.43 | 2,485,921 | Apr 30, 2026 | Jun 29, 2026 |
|
FTCS
First Trust Capital Strength ETF
|
ETF | First Trust | 2.02% | $158,625,935.60 | 2,393,270 | Mar 31, 2026 | May 28, 2026 |
|
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.28% | $133,784,589.28 | 2,018,476 | Mar 31, 2026 | May 28, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.35% | $122,801,595.60 | 1,852,770 | Mar 31, 2026 | May 28, 2026 |
|
JAENX
Janus Henderson Enterprise Fund
|
MF | Independent / Boutique | 0.56% | $115,201,334.28 | 1,738,101 | Mar 31, 2026 | May 29, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.09% | $111,834,190.79 | 1,673,413 | Apr 30, 2026 | Jun 26, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.04% | $111,361,402.48 | 1,680,166 | Mar 31, 2026 | May 28, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.77% | $77,755,719.20 | 1,173,140 | Mar 31, 2026 | May 21, 2026 |
|
USMV
iShares MSCI USA Min Vol Factor ETF
|
ETF | BlackRock / iShares | 0.34% | $76,958,220.16 | 1,151,552 | Apr 30, 2026 | Jun 25, 2026 |
|
SPLV
Invesco S&P 500 Low Volatility ETF
|
ETF | Invesco | 0.87% | $72,335,763.90 | 1,008,867 | Feb 28, 2026 | Apr 28, 2026 |
|
VKSAX
Virtus KAR Small-Mid Cap Core Fund
|
MF | Duff & Phelps / Virtus | 4.91% | $70,407,255.60 | 1,062,270 | Mar 31, 2026 | May 29, 2026 |
|
VLIFX
VALUE LINE MID CAP FOCUSED FUND, INC.
|
MF | Independent / Boutique | 5.07% | $68,036,817.68 | 1,026,506 | Mar 31, 2026 | May 26, 2026 |
|
PMAQX
MidCap Fund
|
MF | Independent / Boutique | 0.26% | $66,391,528.37 | 993,439 | Apr 30, 2026 | Jun 25, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.06% | $59,248,537.48 | 886,556 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.12% | $57,142,374.08 | 862,136 | Mar 31, 2026 | May 28, 2026 |
|
JMVQX
JPMorgan Mid Cap Value Fund
|
MF | JPMorgan | 0.52% | $56,432,316.44 | 851,423 | Mar 31, 2026 | May 29, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.11% | $55,657,427.43 | 832,821 | Apr 30, 2026 | Jun 26, 2026 |
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