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5%+ stakes · Schedule 13D and 13G

W R Berkley Corp: 5%+ holders

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Who has reported owning 5% or more of W R Berkley Corp, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 10, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of W R Berkley Corp. The largest reported stake is W. Robert Berkley, Jr.'s, at 25.67%. 12 filings are on record since December 11, 2025 (Schedule 13D/A, July 21, 2026).

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Key facts

  • · Reporting person: Vanguard Capital Management · Sole voting: 2,366,289 · Shared voting: 0 · Sole dispositive: 16,502,067 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-30
  • · Reporting person: BlackRock, Inc. · Sole voting: 15,527,194 · Shared voting: 0 · Sole dispositive: 17,215,830 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-27
  • · Reporting person: WR Berkley & Others LLC · Sole voting: 63,515,547 · Shared voting: 32,041,777 · Sole dispositive: 63,515,547 · Shared dispositive: 32,041,777 · SCHEDULE 13D/A, 2026-07-21
  • · Reporting person: Mitsui Sumitomo Insurance Co., Ltd. · Sole voting: 58,780,450 · Shared voting: 0 · Sole dispositive: 58,780,450 · Shared dispositive: 0 · SCHEDULE 13D/A, 2026-06-04
  • · Holder: Vanguard Capital Management · Percent: 5.8% · SCHEDULE 13G
At 5% or more3
Filings12
Latest filing2026-10-30

W R Berkley Corp has 12 Schedule 13D or 13G filings on record since 2025-12-11. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
W. Robert Berkley, Jr.25.67%95,557,324SCHEDULE 13D/A, 2026-07-212026-07-17
25.51%95,551,144SCHEDULE 13D/A, 2026-03-052026-03-04
Mitsui Sumitomo Insurance Co., Ltd.15.8%58,780,450SCHEDULE 13D/A, 2026-06-042026-06-03
BlackRock, Inc.4.6%17,215,830SCHEDULE 13G/A, 2026-10-272026-09-30
Vanguard Capital Management4.44%16,502,067SCHEDULE 13G/A, 2026-10-302026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13

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More on W R Berkley Corp and the records around it.

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What the Full Report on W R Berkley Corp covers

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  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
WR Berkley & Others LLC63,515,54732,041,77763,515,54732,041,777SCHEDULE 13D/A, 2026-07-21
WR Berkley & Others 2 LLC3,553,48692,003,8383,553,48692,003,838SCHEDULE 13D/A, 2026-07-21
Estate of William R. Berkley17,366,37578,190,94917,366,37578,190,949SCHEDULE 13D/A, 2026-07-21
Marjorie J. Berkley204,36495,352,960204,36495,352,960SCHEDULE 13D/A, 2026-07-21
W. Robert Berkley, Jr.4,555,86091,001,4644,555,86091,001,464SCHEDULE 13D/A, 2026-07-21
The William R. Berkley 2011 GST Trust u/a dated December 20, 20111,350,00094,207,3241,350,00094,207,324SCHEDULE 13D/A, 2026-07-21
The William R. Berkley 2022 Family Trust f/b/o William R. Berkley, Jr. and His Issue4,287,20191,270,1234,287,20191,270,123SCHEDULE 13D/A, 2026-07-21
The William R. Berkley 2022 Family Trust f/b/o Lauren Berkley and Her Issue724,49194,832,833724,49194,832,833SCHEDULE 13D/A, 2026-07-21
Mitsui Sumitomo Insurance Co., Ltd.58,780,450058,780,4500SCHEDULE 13D/A, 2026-06-04
MS&AD Insurance Group Holdings, Inc.058,780,450058,780,450SCHEDULE 13D/A, 2026-06-04
BlackRock, Inc.15,527,194017,215,8300SCHEDULE 13G/A, 2026-10-27
Vanguard Capital Management2,366,289016,502,0670SCHEDULE 13G/A, 2026-10-30

The latest filing identifies W R Berkley Corp by CUSIP 084423102 and gives its principal executive office as 475 Steamboat Road, Greenwich, CT 06830 (SCHEDULE 13G/A, 2026-10-30).

Source of funds (Item 3)

The shares of Common Stock reported as beneficially owned by the Reporting Persons were acquired in or before the initial public offering of the Issuer, through open market purchases using personal funds, by means of gift, inheritance or other gratuitous transfer, or through their service as an officer, director or employee of the Issuer.W. Robert Berkley, Jr., SCHEDULE 13D/A, 2026-07-21

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

FiledHolderPercentFiling
2025-12-11Mitsui Sumitomo Insurance Co., Ltd.12.8%SCHEDULE 13D
2025-12-11WR Berkley & Others LLC25.14%SCHEDULE 13D
2026-01-14Mitsui Sumitomo Insurance Co., Ltd.13.9%SCHEDULE 13D/A
2026-02-06Mitsui Sumitomo Insurance Co., Ltd.14.9%SCHEDULE 13D/A
2026-03-05Mitsui Sumitomo Insurance Co., Ltd.15.7%SCHEDULE 13D/A
2026-03-05William R. Berkley25.51%SCHEDULE 13D/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.8%SCHEDULE 13G
2026-06-04Mitsui Sumitomo Insurance Co., Ltd.15.8%SCHEDULE 13D/A
2026-07-21W. Robert Berkley, Jr.25.67%SCHEDULE 13D/A
2026-10-27BlackRock, Inc.4.6%SCHEDULE 13G/A
2026-10-30Vanguard Capital Management4.44%SCHEDULE 13G/A

Questions about who owns W R Berkley Corp

Who owns W R Berkley Corp?

On this page, 3 holders' latest ownership filings report 5% or more of W R Berkley Corp: W. Robert Berkley, Jr. (25.67%, Schedule 13D/A, filed 2026-07-21), William R. Berkley (25.51%, Schedule 13D/A, filed 2026-03-05) and Mitsui Sumitomo Insurance Co., Ltd. (15.8%, Schedule 13D/A, filed 2026-06-04).

Who are the largest shareholders of W R Berkley Corp?

By the share each holder's latest filing reports, the largest holders of W R Berkley Corp on this page are W. Robert Berkley, Jr. (25.67%), William R. Berkley (25.51%) and Mitsui Sumitomo Insurance Co., Ltd. (15.8%).

When did W. Robert Berkley, Jr. buy into W R Berkley Corp?

The filings give report dates, not purchase dates. The earliest filing from W. Robert Berkley, Jr. on this page is the Schedule 13D/A, filed 2026-07-21, reporting 25.67%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 12 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for W R Berkley Corp

DateRecordFigureOur pageSource
June 26, 2026Leadership change: Lucille Sgaglione departs, Executive Vice President—Leadership changesSource

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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.

Cite this page

Permanent URL: https://mentionfox.com/stakes/w-r-berkley
Last updated 2026-11-10
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of W R Berkley Corp? 3 holders at 5% or more, largest W. Robert Berkley, Jr. 25.67%. MentionFox, 2026-11-10. https://mentionfox.com/stakes/w-r-berkley