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BERKLEY W R CORP
BERKLEY W R CORP. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 309 Institutional holders with a total value of $3,710,293,188.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 EAGLE CAPITAL MANAGEMENT LLC 11,928,918 496,482,000 13.38%
2 VANGUARD GROUP INC 6,684,018 278,189,000 7.50%
3 First Eagle Investment Management, LLC 6,632,335 276,038,000 7.44%
4 JPMORGAN CHASE & CO 5,441,488 226,474,000 6.10%
5 STATE STREET CORP 3,835,906 159,650,000 4.30%
6 JENNISON ASSOCIATES LLC 3,795,516 157,969,000 4.26%
7 BlackRock Institutional Trust Company, N.A. 3,179,362 132,325,000 3.57%
8 BlackRock Fund Advisors 3,081,161 128,238,000 3.46%
9 Capital World Investors 2,415,000 100,512,000 2.71%
10 FIDUCIARY MANAGEMENT INC /WI/ 2,047,386 85,212,000 2.30%
11 Boston Partners 1,966,650 81,851,000 2.21%
12 WELLINGTON MANAGEMENT GROUP LLP 1,613,299 67,145,000 1.81%
13 Bank of New York Mellon Corp 1,577,528 65,658,000 1.77%
14 CITADEL ADVISORS LLC 1,559,366 64,901,000 1.75%
15 St. James Investment Company, LLC 1,342,281 55,866,000 1.51%
16 APG Asset Management N.V. 1,235,137 51,406,000 1.39%
17 GUGGENHEIM CAPITAL LLC 1,220,175 50,784,000 1.37%
18 MADISON INVESTMENT HOLDINGS INC 1,131,312 47,085,000 1.27%
19 NORTHERN TRUST CORP 1,020,913 42,491,000 1.15%
20 TIMUCUAN ASSET MANAGEMENT INC/FL 985,064 40,998,000 1.10%
21 SCHRODER INVESTMENT MANAGEMENT GROUP 910,310 37,887,102 1.02%
22 CITIGROUP INC 766,433 31,898,000 0.86%
23 BlackRock Group LTD 765,871 31,876,000 0.86%
24 AMERIPRISE FINANCIAL INC 709,290 29,522,000 0.80%
25 CREDIT AGRICOLE S A 658,894 27,423,000 0.74%
26 VICTORY CAPITAL MANAGEMENT INC 656,613 27,328,000 0.74%
27 Swiss National Bank 641,748 26,710,000 0.72%
28 TD ASSET MANAGEMENT INC 595,467 24,783,000 0.67%
29 GAMCO INVESTORS, INC. ET AL 561,416 23,366,000 0.63%
30 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 549,926 22,888,000 0.62%
31 DIMENSIONAL FUND ADVISORS LP 547,424 22,779,000 0.61%
32 GEODE CAPITAL MANAGEMENT, LLC 541,456 22,530,000 0.61%
33 Legal & General Group Plc 515,950 21,474,000 0.58%
34 FRONTIER CAPITAL MANAGEMENT CO LLC 466,267 19,406,000 0.52%
35 Polar Capital LLP 450,911 18,767,000 0.51%
36 GAM Holding AG 403,300 16,785,000 0.45%
37 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 339,436 13,879,000 0.37%
38 Sumitomo Mitsui Trust Group, Inc. 330,022 13,736,000 0.37%
39 Echo Street Capital Management LLC 325,633 13,553,000 0.37%
40 NEW YORK STATE COMMON RETIREMENT FUND 324,612 13,510,000 0.36%
41 BlackRock Investment Management, LLC 312,837 13,020,000 0.35%
42 WELLS FARGO & COMPANY/MN 296,957 12,360,000 0.33%
43 PRUDENTIAL FINANCIAL INC 293,848 12,230,000 0.33%
44 Mitsubishi UFJ Trust & Banking Corp 274,829 11,438,000 0.31%
45 PRINCIPAL FINANCIAL GROUP INC 269,929 11,234,000 0.30%
46 CONFLUENCE INVESTMENT MANAGEMENT LLC 262,563 10,928,000 0.29%
47 FIRST TRUST ADVISORS LP 261,271 10,874,000 0.29%
48 CREDIT SUISSE AG/ 256,356 10,669,000 0.29%
49 MANAGED ACCOUNT ADVISORS LLC 253,198 10,538,000 0.28%
50 DEUTSCHE BANK AG\ 250,209 10,411,000 0.28%
Page 1 of 7

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.