W. R. Berkley Corporation has 10 Schedule 13D or 13G filings on record since 2025-12-11. 4 holders' latest filing reports 5% or more of common stock, par value $0.20 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| W. Robert Berkley, Jr. | 25.67% | 95,557,324 | SCHEDULE 13D/A, 2026-07-21 | 2026-07-17 |
| William R. Berkley | 25.51% | 95,551,144 | SCHEDULE 13D/A, 2026-03-05 | 2026-03-04 |
| Mitsui Sumitomo Insurance Co., Ltd. | 15.8% | 58,780,450 | SCHEDULE 13D/A, 2026-06-04 | 2026-06-03 |
| Vanguard Capital Management | 5.8% | 21,732,802 | SCHEDULE 13G, 2026-04-30 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Mitsui Sumitomo Insurance Co., Ltd.
Item 4 is hereby amended by replacing the second to last paragraph of Item 4 with the following: In connection with MSI's acquisition of fifteen percent (15%) of the Outstanding Agreement Shares, MSI designated Andrew Carrier, an executive officer of MSI, to serve as a director of the Issuer. Mr. Carrier was nominated to the slate of directors up for election to the Issuer's Board at the Issuer's 2026 annual meeting by the Issuer's Board following the recommendation of the Issuer's Nominating and Corporate Governance Committee to the Board. On June 3, 2026, Mr. Carrier was elected to the Board at the annual meeting of stockholders of the Issuer. Mr. Carrier was designated by MSI pursuant to the terms of the Framework Agreement.Item 4 of the SCHEDULE 13D/A filed 2026-06-04
William R. Berkley
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 374,490,856 shares of Common Stock outstanding as of February 23, 2026, as reported in the Issuer's Form 10-K filed with the Securities and Exchange Commission on February 27, 2026. However, when calculating MSI's percentage ownership for certain purposes under the Framework Agreement and LLC Agreement, MSI uses as its denominator 391,869,666 shares of Common Stock, which comprises such number of shares of Common Stock outstanding as of February 23, 2026 and 17,378,810 shares of Common Stock held in a grantor trust as of December 31, 2025, each as reported in the Issuer's Form 10-K filed with the Securities and Exchange Commission on February 27, 2026. We refer to that aggregate number as the "Outstanding Agreement Shares." Item 4 is hereby amended and supplemented by adding the following paragraph as the second to last paragraph of Item 4: In connection with MSI's acquisition of fifteen percent (15%) of the Outstanding Agreement Shares, MSI designated Andrew Carrier, an executive officer of MSI, to serve as a director of the Issuer. Mr. Carrier was nominated to the slate of directors up for election to the Issuer's Board at the Issuer's 2026 annual meeting by the Issuer's Board following the recommendation of the Issuer's Nominating and Corporate Governance Committee to …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-03-05; the filing has the rest
W. Robert Berkley, Jr.
Item 4 is hereby amended by replacing the first paragraph with the following: Calculations of the Reporting Persons' beneficial ownership on the cover pages and in Item 5(a) of this Statement are based on 372,276,732 shares of Common Stock outstanding as of April 27, 2026, as reported in the Issuer's Form 10-Q filed with the Securities and Exchange Commission on May 1, 2026.Item 4 of the SCHEDULE 13D/A filed 2026-07-21
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-12-11 | Mitsui Sumitomo Insurance Co., Ltd. | 12.8% | SCHEDULE 13D |
| 2025-12-11 | WR Berkley & Others LLC | 25.14% | SCHEDULE 13D |
| 2026-01-14 | Mitsui Sumitomo Insurance Co., Ltd. | 13.9% | SCHEDULE 13D/A |
| 2026-02-06 | Mitsui Sumitomo Insurance Co., Ltd. | 14.9% | SCHEDULE 13D/A |
| 2026-03-05 | Mitsui Sumitomo Insurance Co., Ltd. | 15.7% | SCHEDULE 13D/A |
| 2026-03-05 | William R. Berkley | 25.51% | SCHEDULE 13D/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-30 | Vanguard Capital Management | 5.8% | SCHEDULE 13G |
| 2026-06-04 | Mitsui Sumitomo Insurance Co., Ltd. | 15.8% | SCHEDULE 13D/A |
| 2026-07-21 | W. Robert Berkley, Jr. | 25.67% | SCHEDULE 13D/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.