BlackRock's reduction below 5% removes a potential overhang from a large passive holder, but the move is small relative to total float. Monitor for any further trimming or a potential conversion to a 13D filing, though the passive certification suggests no activist intent.
Price Chart
Executive Summary
BlackRock filed an amended Schedule 13G for W. R. Berkley, reporting a 4.6% passive stake (17,215,830 shares) as of September 30, 2026. This is a decrease from the prior filing, where BlackRock held 5% or more, indicating the firm has trimmed its position below the 5% threshold. The filing is routine for a passive institutional investor and does not signal any activist intent.
Key Financial Metrics
Key Facts
- BlackRock reported beneficial ownership of 17,215,830 shares of W. R. Berkley common stock, representing 4.6% of shares outstanding as of September 30, 2026.
- The filing is an amendment to Schedule 13G, indicating a passive investment intent.
- BlackRock's stake decreased from the prior filing where it held 5% or more, falling below the 5% threshold.
- The filing was made pursuant to Rule 13d-1(b), confirming passive status.
Financial Impact
BlackRock's stake decreased from above 5% to 4.6%, representing a reduction of approximately 1.9 million shares or roughly $300M at current market cap.
Risk Factors
- Further selling by BlackRock could pressure the stock if the reduction trend continues.
- The filing does not disclose the exact date of the reduction, only the snapshot date of September 30, 2026.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002012383-26-003878 |
| Document: Item_7.txt | 0002012383-26-003878 |
| Document: 0002012383-26-003878-index-headers.html | 0002012383-26-003878 |
| Document: 0002012383-26-003878-index.html | 0002012383-26-003878 |
| Document: 0002012383-26-003878.txt | 0002012383-26-003878 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 1d ago | SC 13G/A | $74.14 | awaiting T+5 | awaiting T+5 | $73.86 (−0.38%) |
Oct 29, 2026 2d ago | Institutional Cluster | $73.10 | awaiting T+5 | awaiting T+5 | $73.86 (+1.04%) |
Oct 27, 2026 4d ago | SC 13G/A | $71.63 | awaiting T+5 | awaiting T+5 | $73.86 (+3.11%) |
Oct 19, 2026 12d ago | 8-K | $73.15 $72.38 | ▲ +1.05% | ▲ +1.13% | $73.86 (−0.97%) |
Jun 26, 2026 18w ago | 8-K | $71.01 $70.92 | ▼ −0.13% | ▼ −1.51% | $73.86 (+4.01%) |
Jun 11, 2026 20w ago | Institutional Cluster | $68.27 $67.18 | ▼ −1.60% | ▼ −2.27% | $73.86 (+8.19%) |
Jun 10, 2026 20w ago | 8-K | $15.34 | awaiting T+5 | awaiting T+5 | $73.86 (+381.49%) |
May 11, 2026 24w ago | Court Ruling | $65.87 $67.81 | ▲ +2.94% | ▲ +3.55% | $73.86 (+12.13%) |
Apr 21, 2026 27w ago | 8-K | No price | awaiting T+5 | awaiting T+5 | No price |
Feb 20, 2026 36w ago | Court Ruling | $71.00 $73.24 | ▲ +3.15% | ▲ +2.57% | $73.86 (+4.03%) |
US Market Status
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