Fintel reports that on April 23, 2026, BMO Capital upgraded their outlook for W. R. Berkley (BMV:WRB) from Underperform to Market Perform.

What is the Fund Sentiment?

There are 951 funds or institutions reporting positions in W. R. Berkley. This is an decrease of 33 owner(s) or 3.35% in the last quarter. Average portfolio weight of all funds dedicated to WRB is 0.27%, an increase of 3.01%. Total shares owned by institutions decreased in the last three months by 1.19% to 168,036K shares.

What are Other Shareholders Doing?

Mitsui Sumitomo Insurance holds 50,527K shares representing 12.63% ownership of the company.

Kayne Anderson Rudnick Investment Management holds 8,709K shares representing 2.18% ownership of the company. In its prior filing, the firm reported owning 9,494K shares , representing a decrease of 9.02%. The firm decreased its portfolio allocation in WRB by 7.56% over the last quarter.

Geode Capital Management holds 8,349K shares representing 2.09% ownership of the company. In its prior filing, the firm reported owning 8,344K shares , representing an increase of 0.05%. The firm decreased its portfolio allocation in WRB by 11.31% over the last quarter.

Norges Bank holds 6,214K shares representing 1.55% ownership of the company. In its prior filing, the firm reported owning 0K shares , representing an increase of 100.00%.

Invesco holds 4,913K shares representing 1.23% ownership of the company. In its prior filing, the firm reported owning 4,893K shares , representing an increase of 0.42%. The firm decreased its portfolio allocation in WRB by 88.84% over the last quarter.