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 |
|---|---|---|---|---|---|
| Hoylecohen, LLC | 3,008 | $224.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Jump Financial, LLC | 2,971 | $221.0K | 0.02% | +2,971 | New |
| Silvercrest Asset Management Group LLC | 2,950 | $220.0K | 0.00% | −34−1.1% | Reduced |
| Fermata Advisors, LLC | 2,871 | $214.0K | 0.12% | +2,871 | New |
| M&R Capital Management Inc | 2,851 | $212.0K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,821 | $210.0K | 0.01% | +1,500+113.6% | Added |
| Aureus Asset Management, LLC | 2,797 | $208.0K | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,784 | $207.0K | 0.00% | −31−1.1% | Reduced |
| Column Capital Advisors, LLC | 2,750 | $205.0K | 0.04% | −368−11.8% | Reduced |
| 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 |
| 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 |
| Acadian Asset Management LLC | 2,583 | $192.0K | 0.00% | −377−12.7% | Reduced |
| Vestcor Inc | 2,381 | $177.0K | 0.01% | −263−9.9% | Reduced |
| Optimum Investment Advisors | 2,325 | $173.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,305 | $171.0K | 0.00% | +670+41.0% | Added |
| Heritage Wealth Management, LLC | 2,275 | $169.0K | 0.06% | +2,275 | New |
| Global Wealth Management Investment Advisory, Inc. | 2,250 | $167.0K | 0.06% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 2,236 | $166.0K | 0.01% | +53+2.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,170 | $162.0K | 0.03% | −184−7.8% | Reduced |
| American Portfolios Advisors | 2,159 | $160.7K | 0.01% | +110+5.4% | Added |
| Vigilant Capital Management, LLC | 2,000 | $149.0K | 0.01% | −250−11.1% | Reduced |
| Berman Capital Advisors, LLC | 1,993 | $148.0K | 0.02% | −9−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,914 | $142.0K | 0.01% | −237−11.0% | Reduced |
| Fifth Third Bancorp | 1,904 | $142.0K | 0.00% | +24+1.3% | Added |
| FORA Capital, LLC | 1,853 | $138.0K | 0.03% | +1,853 | New |
| Banque Cantonale Vaudoise | 1,738 | $129.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,624 | $121.0K | 0.08% | +1,500+1,209.7% | Added |
| Rockbridge Investment Management, LCC | 1,410 | $105.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,379 | $102.0K | 0.00% | −660−32.4% | Reduced |
| HM Payson & Co | 1,373 | $102.0K | 0.00% | +1,373 | New |
| Northwestern Mutual Wealth Management Co | 1,304 | $97.0K | 0.00% | −135−9.4% | Reduced |
| Heritage Wealth Advisors | 1,273 | $94.7K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,050 | $79.0K | 0.00% | −1,973−65.3% | Reduced |
| Deseret Mutual Benefit Administrators | 883 | $66.0K | 0.02% | +883 | New |
| Harbour Investments, Inc. | 850 | $63.0K | 0.00% | −92−9.8% | Reduced |
| West Paces Advisors Inc. | 825 | $61.4K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 750 | $56.0K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 750 | $56.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 741 | $55.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 734 | $55.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 669 | $50.0K | 0.00% | +412+160.3% | Added |
| Carroll Financial Associates, Inc. | 600 | $44.0K | 0.00% | −34−5.4% | Reduced |
| Asset Dedication, LLC | 578 | $43.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 555 | $41.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 540 | $40.0K | 0.01% | −55−9.2% | Reduced |
| Tobam | 492 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 486 | $36.0K | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 480 | $36.0K | 0.00% | +480 | New |
| Federation des caisses Desjardins du Quebec | 458 | $34.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 441 | $33.0K | 0.00% | −400−47.6% | Reduced |
| Duncker Streett & Co Inc | 450 | $33.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 428 | $32.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 355 | $26.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 347 | $26.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 333 | $25.0K | 0.02% | +333 | New |
| First Manhattan Co | 324 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 329 | $24.0K | 0.00% | +15+4.8% | Added |
| Huntington National Bank | 315 | $23.0K | 0.00% | +109+52.9% | Added |
| Trust Co | 292 | $22.0K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $22.0K | 0.01% | – | – |
| Hoese & Co LLP | 300 | $22.0K | 0.02% | +300 | New |
| Signaturefd, LLC | 265 | $20.0K | 0.00% | −7−2.6% | Reduced |
| CX Institutional | 249 | $19.0K | 0.00% | +18+7.8% | Added |
| Parallel Advisors, LLC | 243 | $18.0K | 0.00% | +53+27.9% | Added |
| Lake Point Wealth Management | 240 | $18.0K | 0.01% | +240 | New |
| FormulaFolio Investments, LLC | 225 | $17.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 229 | $17.0K | 0.00% | +16+7.5% | Added |
| Tarbox Family Office, Inc. | 205 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 205 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 177 | $13.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 179 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 144 | $11.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 145 | $11.0K | 0.00% | +32+28.3% | Added |
| Sentry Investment Management LLC | 136 | $10.0K | 0.00% | −1,287−90.4% | Reduced |
| Savior LLC | 136 | $10.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 129 | $10.0K | 0.00% | +129 | New |
| Spire Wealth Management | 117 | $9.00K | 0.00% | −953−89.1% | Reduced |
| CVA Family Office, LLC | 125 | $9.00K | 0.00% | −20−13.8% | Reduced |
| Brown Brothers Harriman & Co | 124 | $9.00K | 0.00% | +9+7.8% | Added |
| Versant Capital Management, Inc | 116 | $9.00K | 0.00% | −3−2.5% | Reduced |
| TFC Financial Management | 124 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 124 | $9.00K | 0.01% | +67+117.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 93 | $7.00K | 0.00% | −11−10.6% | Reduced |
| Stuart Chaussee & Associates, Inc. | 97 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 88 | $7.00K | 0.00% | +88 | New |
| Farmers & Merchants Investments Inc | 74 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 82 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 80 | $6.00K | 0.00% | −3−3.6% | Reduced |
| West Branch Capital LLC | 75 | $6.00K | 0.00% | +75 | New |
| Rocky Mountain Advisers, LLC | 73 | $5.00K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 73 | $5.00K | 0.00% | −4−5.2% | Reduced |
| Parkside Financial Bank & Trust | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |