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WR BERKLEY
WR BERKLEY. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 343 Institutional holders with a total value of $5,090,656,261.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 7,948,492 459,105,000 9.02%
2 EAGLE CAPITAL MANAGEMENT LLC 7,169,656 414,119,000 8.13%
3 First Eagle Investment Management, LLC 6,598,730 381,143,000 7.49%
4 Boston Partners 4,910,620 283,638,000 5.57%
5 BlackRock Fund Advisors 4,700,677 271,511,000 5.33%
6 STATE STREET CORP 3,809,634 220,051,000 4.32%
7 BlackRock Institutional Trust Company, N.A. 3,442,386 198,832,000 3.91%
8 ATLANTA CAPITAL MANAGEMENT CO L L C 2,524,849 145,835,000 2.86%
9 GOLDMAN SACHS GROUP INC 2,145,265 123,910,000 2.43%
10 VICTORY CAPITAL MANAGEMENT INC 1,881,806 108,693,000 2.14%
11 DIMENSIONAL FUND ADVISORS LP 1,823,727 105,336,000 2.07%
12 CITIGROUP INC 1,677,856 96,913,000 1.90%
13 JPMORGAN CHASE & CO 1,655,784 95,638,000 1.88%
14 WELLINGTON MANAGEMENT GROUP LLP 1,437,322 83,019,000 1.63%
15 APG Asset Management N.V. 1,245,912 71,964,000 1.41%
16 Bank of New York Mellon Corp 1,200,441 69,338,000 1.36%
17 NORGES BANK 1,253,699 69,163,000 1.36%
18 CRAMER ROSENTHAL MCGLYNN LLC 1,191,991 68,849,000 1.35%
19 St. James Investment Company, LLC 1,051,600 60,740,000 1.19%
20 FIDUCIARY MANAGEMENT INC /WI/ 1,026,833 59,310,000 1.17%
21 TIAA CREF INVESTMENT MANAGEMENT LLC 896,741 51,796,000 1.02%
22 BlackRock Group LTD 893,305 51,597,000 1.01%
23 NORTHERN TRUST CORP 883,115 51,009,000 1.00%
24 Invesco Ltd. 787,803 45,504,000 0.89%
25 EATON VANCE MANAGEMENT 764,371 44,150,000 0.87%
26 BANK OF AMERICA CORP /DE/ 732,085 42,285,000 0.83%
27 GEODE CAPITAL MANAGEMENT, LLC 728,617 42,070,000 0.83%
28 JENNISON ASSOCIATES LLC 713,058 41,186,000 0.81%
29 TD ASSET MANAGEMENT INC 638,268 36,866,000 0.72%
30 PGGM Investments 603,292 34,846,000 0.68%
31 BALYASNY ASSET MANAGEMENT L.P. 597,019 34,484,000 0.68%
32 FRONTIER INVESTMENT MGMT CO 58,380 33,720,000 0.66%
33 Legal & General Group Plc 551,221 31,838,000 0.63%
34 BERKLEY W R CORP 549,000 31,710,000 0.62%
35 MADISON INVESTMENT HOLDINGS INC 545,970 31,535,000 0.62%
36 CHILTON INVESTMENT CO INC. 525,842 30,373,000 0.60%
37 CONFLUENCE INVESTMENT MANAGEMENT LLC 510,925 29,511,000 0.58%
38 NEW YORK STATE COMMON RETIREMENT FUND 450,900 26,044,000 0.51%
39 BRIDGEWAY CAPITAL MANAGEMENT, LLC 431,900 24,947,000 0.49%
40 GAMCO INVESTORS, INC. ET AL 420,003 24,259,000 0.48%
41 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 412,102 23,803,000 0.47%
42 GAM Holding AG 410,899 23,732,000 0.47%
43 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 407,186 23,520,000 0.46%
44 PRINCIPAL FINANCIAL GROUP INC 389,151 22,477,000 0.44%
45 AMERIPRISE FINANCIAL INC 387,066 22,360,000 0.44%
46 BlackRock Investment Management, LLC 324,388 18,737,000 0.37%
47 WELLS FARGO & COMPANY/MN 316,675 18,291,000 0.36%
48 AQR CAPITAL MANAGEMENT LLC 312,828 18,069,000 0.35%
49 Sumitomo Mitsui Trust Group, Inc. 311,758 18,007,000 0.35%
50 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 291,503 16,838,000 0.33%
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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.