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

Institutional Holders (2016Q4)
Portfolio Summary: 369 Institutional holders with a total value of $5,824,367,408.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 8,241,237 548,125,000 9.41%
2 EAGLE CAPITAL MANAGEMENT LLC 6,681,525 444,388,000 7.63%
3 First Eagle Investment Management, LLC 6,605,793 439,351,000 7.54%
4 Boston Partners 5,000,660 332,594,000 5.71%
5 BlackRock Fund Advisors 4,820,749 320,628,000 5.50%
6 STATE STREET CORP 3,804,341 253,033,000 4.34%
7 BlackRock Institutional Trust Company, N.A. 3,425,263 227,814,000 3.91%
8 ATLANTA CAPITAL MANAGEMENT CO L L C 2,511,626 167,049,000 2.87%
9 VICTORY CAPITAL MANAGEMENT INC 2,249,841 149,636,000 2.57%
10 DIMENSIONAL FUND ADVISORS LP 1,813,988 120,651,000 2.07%
11 JPMORGAN CHASE & CO 1,668,831 110,994,000 1.91%
12 CITIGROUP INC 1,605,046 106,751,000 1.83%
13 WELLINGTON MANAGEMENT GROUP LLP 1,420,460 94,475,000 1.62%
14 GOLDMAN SACHS GROUP INC 1,329,273 88,410,000 1.52%
15 Bank of New York Mellon Corp 1,250,285 83,155,000 1.43%
16 NORGES BANK 1,236,251 82,223,000 1.41%
17 NORTHERN TRUST CORP 1,152,017 76,620,000 1.32%
18 APG Asset Management N.V. 1,163,177 73,347,000 1.26%
19 FIDUCIARY MANAGEMENT INC /WI/ 1,076,531 71,600,000 1.23%
20 St. James Investment Company, LLC 989,326 65,800,000 1.13%
21 EATON VANCE MANAGEMENT 923,833 61,444,000 1.05%
22 TIAA CREF INVESTMENT MANAGEMENT LLC 894,046 59,463,000 1.02%
23 BlackRock Group LTD 879,803 58,516,000 1.00%
24 CITADEL ADVISORS LLC 843,072 56,072,000 0.96%
25 BANK OF AMERICA CORP /DE/ 785,902 52,271,000 0.90%
26 Invesco Ltd. 778,898 51,805,000 0.89%
27 GEODE CAPITAL MANAGEMENT, LLC 757,676 50,376,000 0.86%
28 JENNISON ASSOCIATES LLC 656,807 43,684,000 0.75%
29 TD ASSET MANAGEMENT INC 654,079 43,503,000 0.75%
30 BALYASNY ASSET MANAGEMENT L.P. 651,608 43,338,000 0.74%
31 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 638,054 42,437,000 0.73%
32 PGGM Investments 594,340 39,530,000 0.68%
33 Legal & General Group Plc 543,238 36,134,000 0.62%
34 MADISON INVESTMENT HOLDINGS INC 542,009 36,049,000 0.62%
35 CHILTON INVESTMENT CO INC. 482,456 32,088,000 0.55%
36 CONFLUENCE INVESTMENT MANAGEMENT LLC 469,247 31,210,000 0.54%
37 BRIDGEWAY CAPITAL MANAGEMENT, LLC 464,900 30,921,000 0.53%
38 NEW YORK STATE COMMON RETIREMENT FUND 450,900 29,989,000 0.51%
39 Polar Capital LLP 424,500 28,233,000 0.48%
40 GAM Holding AG 415,348 27,625,000 0.47%
41 GAMCO INVESTORS, INC. ET AL 411,934 27,398,000 0.47%
42 AMERIPRISE FINANCIAL INC 402,883 26,795,000 0.46%
43 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 401,096 26,678,000 0.46%
44 PRINCIPAL FINANCIAL GROUP INC 384,428 25,568,000 0.44%
45 WELLS FARGO & COMPANY/MN 381,926 25,401,000 0.44%
46 BlackRock Investment Management, LLC 380,309 25,294,000 0.43%
47 Sumitomo Mitsui Trust Group, Inc. 340,206 22,627,000 0.39%
48 AQR CAPITAL MANAGEMENT LLC 303,625 20,194,000 0.35%
49 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 303,442 20,182,000 0.35%
50 TEACHERS ADVISORS, LLC 289,697 19,268,000 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.