Berkley W R Corp
WRB- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000011544
No open-market purchases or sales by Berkley W R Corp insiders were filed in the last 90 days; 954 institutions reported holding it in 13F filings for Q2 2026, worth $19.7B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Berkley W R Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 526
- +22 vs. Q1 2021
- Shares held
- 123.4M
- −857.0K (−0.7%) vs. Q1 2021
- Total value
- $9.17B
- −$175.4M (−1.9%) vs. Q1 2021
- New holders
- 60
- 177 more added
- Sold out
- 38
- 170 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WRB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 954 | $19.7B |
| Q1 2026 | 926 | $18.5B |
| Q4 2025 | 952 | $19.9B |
| Q3 2025 | 934 | $18.7B |
| Q2 2025 | 923 | $18.7B |
| Q1 2025 | 915 | $18.7B |
| Q4 2024 | 876 | $15.3B |
| Q3 2024 | 800 | $14.8B |
| Q2 2024 | 758 | $13.8B |
| Q1 2024 | 772 | $15.9B |
| Q4 2023 | 728 | $12.6B |
| Q3 2023 | 667 | $11.0B |
| Q2 2023 | 660 | $10.3B |
| Q1 2023 | 693 | $11.2B |
| Q4 2022 | 716 | $13.2B |
| Q3 2022 | 667 | $11.9B |
| Q2 2022 | 665 | $12.6B |
| Q1 2022 | 617 | $12.1B |
| Q4 2021 | 575 | $10.1B |
| Q3 2021 | 513 | $9.04B |
| Q2 2021 | 526 | $9.17B |
| Q1 2021 | 507 | $9.36B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vigilant Capital Management, LLC | 2,000 | $149.0K | 0.01% | −250−11.1% | Reduced |
| American Portfolios Advisors | 2,159 | $160.7K | 0.01% | +110+5.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,170 | $162.0K | 0.03% | −184−7.8% | Reduced |
| IndexIQ Advisors LLC | 2,236 | $166.0K | 0.01% | +53+2.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 2,250 | $167.0K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 2,275 | $169.0K | 0.06% | +2,275 | New |
| Ci Investments Inc. | 2,305 | $171.0K | 0.00% | +670+41.0% | Added |
| Optimum Investment Advisors | 2,325 | $173.0K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 2,381 | $177.0K | 0.01% | −263−9.9% | Reduced |
| Acadian Asset Management LLC | 2,583 | $192.0K | 0.00% | −377−12.7% | Reduced |
| Quadrature Capital Ltd | 2,703 | $201.0K | 0.01% | −11,604−81.1% | Reduced |
| Vantage Consulting Group Inc | 2,697 | $201.0K | 0.03% | +2,697 | New |
| Evercore Wealth Management, LLC | 2,725 | $203.0K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 2,722 | $203.0K | 0.05% | +24+0.9% | Added |
| Column Capital Advisors, LLC | 2,750 | $205.0K | 0.04% | −368−11.8% | Reduced |
| Wealthfront Advisers LLC | 2,784 | $207.0K | 0.00% | −31−1.1% | Reduced |
| Aureus Asset Management, LLC | 2,797 | $208.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,821 | $210.0K | 0.01% | +1,500+113.6% | Added |
| M&R Capital Management Inc | 2,851 | $212.0K | 0.05% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 2,871 | $214.0K | 0.12% | +2,871 | New |
| Silvercrest Asset Management Group LLC | 2,950 | $220.0K | 0.00% | −34−1.1% | Reduced |
| Jump Financial, LLC | 2,971 | $221.0K | 0.02% | +2,971 | New |
| Regentatlantic Capital LLC | 2,995 | $223.0K | 0.01% | −70−2.3% | Reduced |
| Oppenheimer & Co Inc | 3,000 | $223.0K | 0.00% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,000 | $223.0K | 0.08% | 00.0% | Unchanged |
| Hoylecohen, LLC | 3,008 | $224.0K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,037 | $226.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 3,080 | $229.0K | 0.23% | −1,181−27.7% | Reduced |
| Vident Investment Advisory, LLC | 3,076 | $229.0K | 0.01% | +398+14.9% | Added |
| Veritable, L.P. | 3,087 | $230.0K | 0.00% | +19+0.6% | Added |
| PGGM Investments | 3,103 | $231.0K | 0.00% | +3,103 | New |
| Hourglass Capital, LLC | 3,150 | $234.0K | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,177 | $236.0K | 0.01% | +3,177 | New |
| Jarislowsky, Fraser Ltd | 3,271 | $243.0K | 0.00% | +3,271 | New |
| Davenport & Co LLC | 3,275 | $244.0K | 0.00% | +3,275 | New |
| Erste Asset Management GmbH | 3,300 | $244.8K | 0.00% | 00.0% | Unchanged |
| Ami Investment Management Inc | 3,299 | $246.0K | 0.10% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,321 | $247.0K | 0.03% | +34+1.0% | Added |
| Lakeview Capital Partners, LLC | 3,352 | $249.0K | 0.11% | +3,352 | New |
| Bard Financial Services, Inc. | 3,375 | $251.0K | 0.02% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 3,373 | $251.0K | 0.20% | +79+2.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,373 | $251.0K | 0.00% | +262+8.4% | Added |
| Eagle Ridge Investment Management | 3,450 | $257.0K | 0.03% | 00.0% | Unchanged |
| Lincoln National Corp | 3,550 | $264.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,623 | $270.0K | 0.00% | +3,623 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,647 | $271.0K | 0.03% | −331−8.3% | Reduced |
| Allianz Asset Management GmbH | 3,649 | $272.0K | 0.00% | +3,649 | New |
| Qtron Investments LLC | 3,712 | $276.0K | 0.07% | +3,712 | New |
| MAI Capital Management | 3,801 | $283.0K | 0.01% | +141+3.9% | Added |
| Quantbot Technologies LP | 3,819 | $284.0K | 0.02% | +3,819 | New |
| IBM Retirement Fund | 3,828 | $285.0K | 0.02% | −821−17.7% | Reduced |
| CWS Financial Advisors, LLC | 3,826 | $285.0K | 0.11% | −78−2.0% | Reduced |
| NuWave Investment Management, LLC | 3,922 | $292.0K | 0.32% | +3,922 | New |
| Commerce Bank | 3,966 | $295.0K | 0.00% | +400+11.2% | Added |
| TrinityPoint Wealth, LLC | 3,994 | $297.0K | 0.06% | 00.0% | Unchanged |
| World Asset Management Inc | 3,999 | $298.0K | 0.03% | −158−3.8% | Reduced |
| JustInvest LLC | 4,005 | $298.0K | 0.03% | +4,005 | New |
| Chesapeake Wealth Management | 4,056 | $302.0K | 0.10% | −802−16.5% | Reduced |
| IFG Advisory, LLC | 4,079 | $303.0K | 0.03% | −3,343−45.0% | Reduced |
| Echo Street Capital Management LLC | 4,180 | $311.0K | 0.00% | −3,406−44.9% | Reduced |
| Credential Qtrade Securities Inc. | 4,183 | $311.3K | 0.02% | +538+14.8% | Added |
| Cigna Investments Inc | 4,247 | $316.0K | 0.02% | −700−14.1% | Reduced |
| Norinchukin Bank, The | 4,270 | $318.0K | 0.00% | −70−1.6% | Reduced |
| Cobblestone Capital Advisors LLC | 4,276 | $318.0K | 0.02% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,311 | $321.0K | 0.09% | +4,311 | New |
| Walleye Capital LLC | 4,321 | $322.0K | 0.01% | −2,753−38.9% | Reduced |
| Advisor Partners LLC | 4,340 | $323.0K | 0.02% | +15+0.3% | Added |
| AdvisorNet Financial, Inc | 4,351 | $324.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 4,360 | $325.0K | 0.00% | +44+1.0% | Added |
| Gifford Fong Associates | 4,500 | $335.0K | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,516 | $336.1K | 0.02% | +479+11.9% | Added |
| Nomura Holdings Inc | 4,522 | $337.0K | 0.00% | +4,522 | New |
| Citadel Investment Advisory, Inc. | 4,541 | $338.0K | 0.21% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 4,551 | $339.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 4,560 | $339.0K | 0.00% | +1,104+31.9% | Added |
| Symmetry Partners, LLC | 4,593 | $342.0K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 4,634 | $345.0K | 0.03% | +4,634 | New |
| Kestra Advisory Services, LLC | 4,658 | $347.0K | 0.00% | −988−17.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 4,720 | $351.0K | 0.07% | +758+19.1% | Added |
| Aigen Investment Management, LP | 4,781 | $356.0K | 0.06% | +4,781 | New |
| Ergoteles LLC | 4,887 | $364.0K | 0.01% | −41,868−89.5% | Reduced |
| Kore Private Wealth LLC | 4,943 | $368.0K | 0.04% | −125−2.5% | Reduced |
| Coastline Trust Co | 4,952 | $368.0K | 0.05% | −10−0.2% | Reduced |
| Gratus Capital LLC | 4,944 | $368.0K | 0.04% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 5,000 | $372.0K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,053 | $376.0K | 0.01% | +1,278+33.9% | Added |
| Resonant Capital Advisors, LLC | 5,041 | $378.0K | 0.07% | +22+0.4% | Added |
| Fort Washington Investment Advisors Inc | 5,250 | $391.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 5,349 | $398.0K | 0.00% | −105−1.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 5,463 | $407.0K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 5,542 | $412.0K | 0.08% | +1,312+31.0% | Added |
| AE Wealth Management LLC | 5,692 | $424.0K | 0.00% | +36+0.6% | Added |
| Murphy Pohlad Asset Management LLC | 5,875 | $437.0K | 0.18% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 5,900 | $439.1K | 0.01% | +3,500+145.8% | Added |
| Machina Capital S.A.S. | 5,914 | $440.0K | 0.74% | +5,914 | New |
| Mitchell & Pahl Private Wealth, LLC | 5,978 | $445.0K | 0.32% | +541+10.0% | Added |
| Thrivent Financial for Lutherans | 6,018 | $448.0K | 0.00% | +11+0.2% | Added |
| Paloma Partners Management Co | 6,036 | $449.0K | 0.01% | −5,905−49.5% | Reduced |
| Matrix Private Capital Group LLC | 5,992 | $450.0K | 0.25% | +48+0.8% | Added |
| Raymond James Trust N.A. | 6,187 | $460.0K | 0.02% | −544−8.1% | Reduced |