Vanguard's stake has declined from above 5% in prior periods to 4.44%, consistent with index rebalancing or portfolio trimming. No activist intent is indicated. Monitor future 13G filings for further reductions, and watch for any conversion to a 13D filing if the investor's intent changes.
Price Chart
Executive Summary
Vanguard Capital Management filed an amended Schedule 13G for W. R. Berkley, reporting a 4.44% passive stake (16,502,067 shares) as of September 30, 2026. This is a decrease from the prior filing three days ago where BlackRock reported 4.6%, and from Vanguard's own prior filings above 5%, indicating continued trimming by a major index-oriented holder. The filing is routine for a passive institutional investor and does not signal activist intent.
Key Financial Metrics
Key Facts
- Vanguard Capital Management reported beneficial ownership of 16,502,067 shares of W. R. Berkley common stock as of September 30, 2026.
- The stake represents 4.44% of shares outstanding, below the 5% threshold.
- This is an amendment to a prior Schedule 13G filing.
- The filing is made under Rule 13d-1(b), confirming passive investment intent.
- Vanguard Capital Management is an investment adviser, and the filing includes shares held by affiliated entities.
Financial Impact
Stake value approximately $1.18B based on $26.6B market cap and 4.44% ownership.
Risk Factors
- Continued selling by large passive holders could signal waning institutional support.
- The filing does not disclose the exact date of the reduction or the reason for the decrease.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100119-26-001695 |
| Document: 0002100119-26-001695-index.html | 0002100119-26-001695 |
| Document: 0002100119-26-001695.txt | 0002100119-26-001695 |
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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