Funds holding W R Berkley Corp
627 funds declare a position · 198 ETFs and 429 other funds · 6B $· 590.4M SEK· 3.6M € · US0844231029
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 9,069,361 | 601.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 7,570,732 | 501.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,155,334 | 408M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 4 | Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 4,143,402 | 274.6M $ | 2.79 % | as of Mar 31, 2026 · Original filing |
| 5 | iShares Core S&P 500 ETF iShares Trust | 3,832,368 | 254M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 6 | Fidelity 500 Index Fund Fidelity Concord Street Trust | 3,820,632 | 273.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 7 | VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,636,720 | 174.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 8 | Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 2,485,921 | 166.1M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 9 | First Trust Capital Strength ETF First Trust Exchange-Traded Fund | 2,393,270 | 158.6M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| 10 | State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 2,018,476 | 133.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 11 | VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,852,770 | 122.8M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 12 | Janus Henderson Enterprise Fund JANUS INVESTMENT FUND | 1,738,101 | 115.2M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 13 | VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,680,166 | 111.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 14 | VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 1,673,413 | 111.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 15 | First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 1,173,140 | 77.8M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 16 | iShares MSCI USA Min Vol Factor ETF iShares Trust | 1,151,552 | 77M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 17 | Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 1,062,270 | 70.4M $ | 4.91 % | as of Mar 31, 2026 · Original filing |
| 18 | VALUE LINE MID CAP FOCUSED FUND, INC. Value Line Mid Cap Focused Fund, Inc. | 1,026,506 | 68M $ | 5.07 % | as of Mar 31, 2026 · Original filing |
| 19 | Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 1,008,867 | 72.3M $ | 0.87 % | as of Feb 28, 2026 · Original filing |
| 20 | MidCap Fund Principal Funds, Inc | 993,439 | 66.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 21 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 886,556 | 59.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 22 | iShares Russell Mid-Cap ETF iShares Trust | 862,136 | 57.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 23 | JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 851,423 | 56.4M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 24 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 832,821 | 55.7M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 25 | Parnassus Mid Cap Fund Parnassus Funds | 806,103 | 53.4M $ | 2.35 % | as of Mar 31, 2026 · Original filing |
| 26 | Madison Mid Cap Fund MADISON FUNDS | 783,077 | 52.3M $ | 2.93 % | as of Apr 30, 2026 · Original filing |
| 27 | Fidelity Dividend Growth Fund Fidelity Securities Fund | 758,200 | 50.7M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| 28 | State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 668,387 | 44.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 29 | Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 661,840 | 44.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 30 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 625,632 | 41.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 31 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 562,175 | 40.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 32 | iShares MSCI USA Quality Factor ETF iShares Trust | 552,808 | 36.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 33 | WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 551,431 | 36.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 34 | iShares Russell 1000 Value ETF iShares Trust | 516,090 | 34.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 35 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 506,927 | 36.3M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 36 | Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 487,853 | 32.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 37 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 480,215 | 32.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 38 | THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 445,892 | 29.8M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 39 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 443,990 | 31.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 40 | AP7 Aktiefond Sjunde AP-fonden | 401,915 | 253.8M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 41 | Fidelity Capital Appreciation Fund Fidelity Capital Trust | 386,300 | 25.8M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 42 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 377,442 | 25M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 43 | iShares S&P 500 Growth ETF iShares Trust | 359,739 | 23.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 44 | Invesco S&P 500 GARP ETF Invesco Exchange-Traded Fund Trust | 345,164 | 23.1M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| 45 | VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 334,583 | 22.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 46 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 331,934 | 22.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 47 | iShares Russell Mid-Cap Value ETF iShares Trust | 324,275 | 21.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 48 | JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 313,368 | 20.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 49 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 307,644 | 22.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 50 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 302,679 | 20.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 51 | S&P 500 Index Master Portfolio Master Investment Portfolio | 277,622 | 18.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 52 | JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 250,203 | 16.7M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 53 | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 243,941 | 16.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 54 | iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 222,239 | 15.9M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| 55 | iShares S&P 500 Value ETF iShares Trust | 221,090 | 14.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 56 | Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 218,574 | 15.7M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 57 | Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 210,977 | 15.1M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 58 | Victory Income Stock Fund Victory Portfolios III | 208,268 | 13.9M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| 59 | VALUE LINE ASSET ALLOCATION FUND INC VALUE LINE ASSET ALLOCATION FUND INC | 203,958 | 13.5M $ | 3.68 % | as of Mar 31, 2026 · Original filing |
| 60 | Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 197,235 | 14.1M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 61 | T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 189,856 | 12.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 62 | Nuveen Equity Index Fund TIAA-CREF Funds | 189,651 | 12.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 63 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 189,127 | 12.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 64 | The Fairholme Focused Income Fund Fairholme Funds Inc | 187,650 | 13.5M $ | 6.18 % | as of Feb 27, 2026 · Original filing |
| 65 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 176,108 | 11.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 66 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 174,389 | 12.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 67 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 172,271 | 11.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 68 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 168,573 | 12.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 69 | iShares MSCI USA Momentum Factor ETF iShares Trust | 161,145 | 10.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 70 | iShares Russell 1000 ETF iShares Trust | 160,558 | 10.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 71 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 160,547 | 10.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 72 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 158,646 | 11.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 73 | State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 156,832 | 10.4M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 74 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 154,520 | 10.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 75 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 151,920 | 10.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 76 | VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 151,837 | 10.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 77 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 151,178 | 10M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 78 | iShares Core S&P U.S. Growth ETF iShares Trust | 144,705 | 9.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 79 | Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II | 142,311 | 10.2M $ | 3.68 % | as of Feb 28, 2026 · Original filing |
| 80 | Dimensional US Large Cap Value ETF Dimensional ETF Trust | 139,933 | 9.4M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 81 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 137,259 | 9.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 82 | College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 136,344 | 9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 83 | Large Cap Index Master Portfolio Master Investment Portfolio | 135,179 | 9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 84 | iShares Core Dividend Growth ETF iShares Trust | 133,557 | 8.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 85 | iShares U.S. Insurance ETF iShares Trust | 132,621 | 8.8M $ | 2.36 % | as of Mar 31, 2026 · Original filing |
| 86 | Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 131,936 | 8.7M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 87 | Janus Henderson Enterprise Portfolio JANUS ASPEN SERIES | 130,421 | 8.6M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 88 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 125,066 | 8.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 89 | iShares U.S. Financials ETF iShares Trust | 124,715 | 8.3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 90 | VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 123,241 | 8.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 91 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 122,023 | 8.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 92 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 120,703 | 8.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 93 | State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 114,259 | 7.6M $ | 1.81 % | as of Mar 31, 2026 · Original filing |
| 94 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 111,661 | 8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 95 | State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 109,850 | 7.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 96 | iShares Core S&P U.S. Value ETF iShares Trust | 109,652 | 7.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 97 | EQ/Janus Enterprise Portfolio EQ Advisors Trust | 106,251 | 7M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 98 | Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 98,676 | 6.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 99 | MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 98,534 | 6.5M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 100 | Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 98,367 | 6.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
Institutional managers
911 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Mitsui Sumitomo Insurance Co Ltd | 58,780,450 | 3.9B $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 23,280,608 | 1.5B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 14,405,410 | 954.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 10,412,465 | 690.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 8,229,654 | 549.2M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7,772,213 | 515.1M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 5,051,765 | 334.8M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 3,972,929 | 263.3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 3,789,666 | 251.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,768,180 | 249.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 3,273,964 | 216.9M $ | as of Mar 31, 2026 |
| UBS Group AG | 3,267,776 | 216.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 2,904,522 | 192.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,851,284 | 189M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 2,705,395 | 179.3M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 2,457,890 | 162.9M $ | as of Mar 31, 2026 |
| 1832 Asset Management L.P. | 2,293,921 | 152M $ | as of Mar 31, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | 2,284,583 | 151.4M $ | as of Mar 31, 2026 |
| Polar Capital Holdings Plc | 2,275,000 | 150.8M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,175,492 | 144.2M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,033,932 | 134.8M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 1,918,380 | 127.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,901,305 | 126M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 1,871,044 | 124M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,848,105 | 122.5M $ | as of Mar 31, 2026 |