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Funds Holding W. R. Berkley Corp
Every registered fund lists what it holds each quarter. These are the ones reporting a position in W. R. Berkley Corp, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of WRB →Funds holding
131
as of 2026-07-31
Reported value
$1.2B
summed across funds
Fund families
55
named trusts
Largest conviction
3.30%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Hennessy Sustainable ETFHennessy Funds Trust42.2K sh$3.1M | 3.30% |
| Hennessy Cornerstone Large Growth FundHennessy Funds Trust38.4K sh$2.8M | 1.94% |
| Invesco S&P 500 Equal Weight Financials ETFInvesco Exchange-Traded Fund Trust53.7K sh$3.9M | 1.28% |
| Invesco S&P 500 GARP ETFInvesco Exchange-Traded Fund Trust296.3K sh$21.5M | 0.95% |
| Virtus Terranova U.S. Quality Momentum ETFVirtus ETF Trust II25.2K sh$1.8M | 0.75% |
| Nuveen ESG Mid-Cap Value ETFNuShares ETF Trust43.6K sh$3.2M | 0.71% |
| PACE Small/Medium Co Value Equity InvestmentsPACE SELECT ADVISORS TRUST25K sh$1.8M | 0.66% |
| Aptus Large Cap Upside ETFETF Series Solutions9.9K sh$720.8K | 0.62% |
| FT Vest SMID Rising Dividend Achievers Target Income ETFFirst Trust Exchange-Traded Fund IV74.2K sh$5.4M | 0.59% |
| Fidelity Dividend Growth FundFidelity Securities Fund891.7K sh$64.7M | 0.54% |
| FlexShares US Quality Low Volatility Index FundFlexShares Trust10.3K sh$749.5K | 0.46% |
| Fidelity Low Volatility Factor ETFFidelity Covington Trust88.2K sh$6.4M | 0.45% |
| Victory Income Stock FundVictory Portfolios III171.9K sh$12.5M | 0.43% |
| Fidelity Capital Appreciation FundFidelity Capital Trust452.9K sh$32.9M | 0.42% |
| iShares Morningstar Mid-Cap Value ETFiShares Trust43.9K sh$3.2M | 0.28% |
| Innovator Equity Managed 10 Buffer ETFInnovator ETFs Trust1.7K sh$120.9K | 0.27% |
| iShares U.S. Financials ETFiShares Trust154.1K sh$11.2M | 0.25% |
| iShares Disciplined Volatility Equity Active ETFBlackRock ETF Trust59.8K sh$4.3M | 0.25% |
| VANGUARD GLOBAL MINIMUM VOLATILITY FUNDVANGUARD WHITEHALL FUNDS68.5K sh$5M | 0.25% |
| Victory Growth & Income FundVictory Portfolios III75.9K sh$5.5M | 0.24% |
| MidCap FundPrincipal Funds, Inc740K sh$53.7M | 0.23% |
| Innovator Equity Managed Floor ETFInnovator ETFs Trust67.5K sh$4.9M | 0.23% |
| SA Franklin BW U.S. Large Cap Value PortfolioSUNAMERICA SERIES TRUST37.6K sh$2.7M | 0.21% |
| JPMorgan U.S. Quality Factor ETFJ.P. Morgan Exchange-Traded Fund Trust236K sh$17.1M | 0.21% |
| Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust2.7M sh$198.4M | 0.21% |
| iShares MSCI USA Size Factor ETFiShares Trust11.7K sh$848.4K | 0.20% |
| FINANCIALS ULTRASECTOR PROFUNDProFunds256 sh$18.6K | 0.19% |
| Direxion Daily Financial Bull 3X SharesDirexion Shares ETF Trust57.9K sh$4.2M | 0.18% |
| Dimensional US Large Cap Value ETFDimensional ETF Trust166.2K sh$12.1M | 0.18% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST56.6K sh$4.1M | 0.17% |
| Columbia U.S. Equity Income ETFColumbia ETF Trust I7.2K sh$521.6K | 0.17% |
| Victory Value FundVictory Portfolios III33.5K sh$2.4M | 0.16% |
| Fidelity SAI U.S. Low Volatility Index FundFidelity Salem Street Trust501.4K sh$36.4M | 0.15% |
| Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust21.5K sh$1.6M | 0.15% |
| Dimensional US Large Cap Vector ETFDimensional ETF Trust10.9K sh$789.5K | 0.15% |
| iShares Morningstar Mid-Cap ETFiShares Trust31.6K sh$2.3M | 0.14% |
| JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust8.7K sh$632.5K | 0.14% |
| 1290 SmartBeta Equity Fund1290 Funds5.4K sh$391.7K | 0.13% |
| Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC15.1K sh$1.1M | 0.12% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust859.6K sh$62.4M | 0.12% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST45.9K sh$3.3M | 0.12% |
| iShares Russell Mid-Cap Index FundBlackRock Funds42.3K sh$3.1M | 0.12% |
| THE U.S. LARGE CAP VALUE SERIESDFA INVESTMENT TRUST CO453.2K sh$32.9M | 0.11% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC122K sh$8.9M | 0.10% |
| Eventide US Market ETFStrategy Shares2.5K sh$181.4K | 0.10% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust10.6K sh$768.6K | 0.10% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS1.7M sh$120.7M | 0.09% |
| Dimensional US Vector Equity ETFDimensional ETF Trust6.9K sh$500.6K | 0.09% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust185.1K sh$13.4M | 0.09% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO3.1K sh$222.6K | 0.08% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust517K sh$37.5M | 0.08% |
| U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC26.9K sh$1.9M | 0.07% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC23.5K sh$1.7M | 0.07% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS913.1K sh$66.2M | 0.07% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust20.8K sh$1.5M | 0.07% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC50.8K sh$3.7M | 0.07% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust30.2K sh$2.2M | 0.07% |
| NYLIM Candriam U.S. Large Cap Equity ETFNYLIM ETF Trust2.9K sh$209.9K | 0.06% |
| iShares Morningstar Value ETFiShares Trust10.8K sh$786K | 0.06% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC334.5K sh$24.3M | 0.06% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC306.6K sh$22.2M | 0.06% |
| Tax-Managed U.S. Large Cap FundRUSSELL INVESTMENT CO98.4K sh$7.1M | 0.06% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust93.4K sh$6.8M | 0.05% |
| iShares MSCI USA Quality Factor ETFiShares Trust323.5K sh$23.5M | 0.05% |
| Steward Values Enhanced Large Cap FundSteward Funds Inc2.2K sh$156.5K | 0.05% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust76.6K sh$5.6M | 0.04% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust89.6K sh$6.5M | 0.04% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST7K sh$505K | 0.04% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds81.2K sh$5.9M | 0.04% |
| Column Mid Cap FundTrust for Professional Managers6.2K sh$420.8K | 0.04% |
| Vox Populi ETFAdvisors Series Trust30 sh$2.2K | 0.04% |
| E*TRADE No Fee Total Market Index FundE Trade Trust545 sh$39.5K | 0.04% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST65K sh$4.7M | 0.04% |
| LARGE-CAP GROWTH PROFUNDProFunds81 sh$5.9K | 0.03% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust47K sh$3.4M | 0.03% |
| SA Large Cap Growth Index PortfolioSUNAMERICA SERIES TRUST3.5K sh$250.6K | 0.03% |
| BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.12.5K sh$907.8K | 0.03% |
| Pacer Trendpilot US Large Cap ETFPacer Funds Trust15.1K sh$1.1M | 0.03% |
| Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust1.7K sh$120.1K | 0.03% |
| U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC65.6K sh$4.8M | 0.03% |
| BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust25K sh$1.8M | 0.03% |
| Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST658.7K sh$47.8M | 0.03% |
| Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust86K sh$6.2M | 0.03% |
| LargeCap S&P 500 Index FundPrincipal Funds, Inc60.6K sh$4.4M | 0.03% |
| SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST14.8K sh$1.1M | 0.03% |
| NYLIM S&P 500 Index FundNYLIM FUNDS TRUST9.7K sh$700.6K | 0.03% |
| Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust84K sh$6.1M | 0.03% |
| BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.6K sh$436.4K | 0.03% |
| Multi-Asset Strategy FundRUSSELL INVESTMENT CO2.6K sh$191.1K | 0.03% |
| Federated Hermes Max-Cap Index FundFederated Hermes Index Trust1.2K sh$89.2K | 0.03% |
| JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust38K sh$2.8M | 0.03% |
| Nuveen S&P 500 Index FundTIAA-CREF Funds58K sh$4.2M | 0.03% |
| iShares Dow Jones U.S. ETFiShares Trust12.4K sh$902.8K | 0.03% |
| iShares Morningstar U.S. Equity ETFiShares Trust5.4K sh$388.4K | 0.03% |
| Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust1.1K sh$80.4K | 0.03% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS93.3K sh$6.8M | 0.03% |
| LARGE-CAP VALUE PROFUNDProFunds22 sh$1.6K | 0.03% |
| SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST2.9K sh$211.8K | 0.03% |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust7.1K sh$512.5K | 0.03% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST179.3K sh$13M | 0.03% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust159.8K sh$11.6M | 0.03% |
| Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust254 sh$18.4K | 0.03% |
| Hartford Multifactor US Equity ETFLattice Strategies Trust2.8K sh$204.3K | 0.03% |
| E*TRADE No Fee Large Cap Index FundE Trade Trust508 sh$36.9K | 0.03% |
| Global Equity FundRUSSELL INVESTMENT CO14.8K sh$1.1M | 0.03% |
| Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust2K sh$148.2K | 0.03% |
| ULTRABULL PROFUNDProFunds633 sh$45.9K | 0.03% |
| Victory 500 Index FundVictory Portfolios III53K sh$3.8M | 0.03% |
| Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust23K sh$1.7M | 0.02% |
| Multi-Strategy Income FundRUSSELL INVESTMENT CO978 sh$70.9K | 0.02% |
| iShares Core Dividend Growth ETFiShares Trust140.3K sh$10.2M | 0.02% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust67.8K sh$4.9M | 0.02% |
| Wilmington Large-Cap Strategy FundWilmington Funds2K sh$144.7K | 0.02% |
| Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust4.9K sh$358.2K | 0.02% |
| Nuveen Equity Index FundTIAA-CREF Funds189.7K sh$13.8M | 0.02% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds14.9K sh$1.1M | 0.02% |
| JPMorgan Managed Futures Plus ETFJ.P. Morgan Exchange-Traded Fund Trust103 sh$7.5K | 0.02% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust6.6K sh$481.7K | 0.02% |
| Victory Capital Growth FundVictory Portfolios III3.3K sh$240.1K | 0.02% |
| JLens 500 Jewish Advocacy U.S. ETFEA Series Trust738 sh$53.5K | 0.02% |
| BULL PROFUNDProFunds139 sh$10.1K | 0.02% |
| Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust40 sh$2.9K | 0.02% |
| iShares MSCI Kokusai ETFiShares Trust576 sh$41.8K | 0.02% |
| iShares MSCI ACWI ETFiShares Trust74.2K sh$5.4M | 0.02% |
| MidCap Value Fund IPrincipal Funds, Inc5.1K sh$369.3K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS196.4K sh$14.2M | 0.01% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST210 sh$15.2K | 0.01% |
| Hartford Schroders Diversified Opportunities FundHARTFORD MUTUAL FUNDS II, INC243 sh$17.6K | 0.01% |
| iShares Dynamic Short-Term Active ETFBlackRock ETF Trust182 sh$13.2K | 0.01% |
| SA Schroders VCP Global Allocation PortfolioSUNAMERICA SERIES TRUST147 sh$10.7K | 0.00% |
| JPMorgan Research Market Neutral FundJPMorgan Trust I-44.4K sh-$3.2M | -0.88% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on WRB
Company overviewEverything on WRB in one place, with the price.SEC filingsWhat WRB's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat WRB's own officers and directors buy and sell.Executive payWhat WRB awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in WRB.LobbyingWhat WRB spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on WRB's account, and who they worked for.Workplace safetyWhat OSHA found at WRB's sites.