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, Q3 2021
Institutional positions in Berkley W R Corp as of Sep 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
- 513
- −5 vs. Q2 2021
- Shares held
- 123.8M
- +771.3K (+0.6%) vs. Q2 2021
- Total value
- $9.04B
- −$96.6M (−1.1%) vs. Q2 2021
- New holders
- 37
- 192 more added
- Sold out
- 42
- 168 more reduced
8 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 5 | $0 | 0.00% | −16−76.2% | Reduced |
| WestEnd Advisors, LLC | – | $146 | 0.00% | – | – |
| Exane Derivatives | 3 | $220 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $1.76K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 27 | $1.98K | 0.00% | +27 | New |
| Copeland Capital Management, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 32 | $2.00K | 0.00% | +15+88.2% | Added |
| First Horizon Advisors, Inc. | 29 | $2.00K | 0.00% | +29 | New |
| Cordant, Inc. | 23 | $2.00K | 0.00% | +23 | New |
| Anchor Investment Management, LLC | 36 | $2.63K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 40 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41 | $3.00K | 0.00% | +1+2.5% | Added |
| MCF Advisors LLC | 42 | $3.00K | 0.00% | +42 | New |
| Parkside Financial Bank & Trust | 61 | $4.00K | 0.00% | −9−12.9% | Reduced |
| Clearstead Advisors, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 58 | $4.00K | 0.00% | +58 | New |
| Farmers & Merchants Investments Inc | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 78 | $5.00K | 0.00% | −2−2.5% | Reduced |
| C M Bidwell & Associates Ltd | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 73 | $5.00K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 88 | $6.00K | 0.00% | −5−5.4% | Reduced |
| Ellevest, Inc. | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 82 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 97 | $7.00K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 96 | $7.00K | 0.00% | +18+23.1% | Added |
| Versant Capital Management, Inc | 103 | $8.00K | 0.00% | −13−11.2% | Reduced |
| TFC Financial Management | 124 | $9.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 118 | $9.00K | 0.00% | +118 | New |
| Bellwether Advisors, LLC | 149 | $10.0K | 0.00% | +149 | New |
| Optiver Holding B.V. | 136 | $10.0K | 0.00% | +136 | New |
| Steward Partners Investment Advisory, LLC | 155 | $11.0K | 0.00% | +10+6.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 144 | $11.0K | 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 |
| Brown Brothers Harriman & Co | 174 | $13.0K | 0.00% | +50+40.3% | Added |
| Tarbox Family Office, Inc. | 205 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 224 | $16.0K | 0.00% | −19−7.8% | Reduced |
| Massmutual Trust Co FSB | 213 | $16.0K | 0.00% | −16−7.0% | Reduced |
| Fieldpoint Private Securities, LLC | 218 | $16.0K | 0.00% | +13+6.3% | Added |
| Signaturefd, LLC | 246 | $18.0K | 0.00% | −19−7.2% | Reduced |
| Lake Point Wealth Management | 240 | $18.0K | 0.01% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 262 | $19.0K | 0.01% | +262 | New |
| Trust Co | 292 | $21.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 289 | $21.0K | 0.01% | +165+133.1% | Added |
| Pacitti Group Inc. | 300 | $22.0K | 0.01% | – | – |
| Hoese & Co LLP | 300 | $22.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 305 | $22.0K | 0.00% | +188+160.7% | Added |
| First Manhattan Co | 324 | $23.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 321 | $23.0K | 0.00% | +72+28.9% | Added |
| Benjamin Edwards Inc | 333 | $24.0K | 0.01% | 00.0% | Unchanged |
| Consolidated Planning Corp | 342 | $25.0K | 0.02% | +342 | New |
| Gemmer Asset Management LLC | 355 | $26.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 351 | $26.0K | 0.02% | +4+1.2% | Added |
| Liberty Wealth Management LLC | 337 | $26.0K | 0.01% | +315+1,431.8% | Added |
| Huntington National Bank | 380 | $28.0K | 0.00% | +65+20.6% | Added |
| Whittier Trust Co | 428 | $31.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 450 | $33.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 492 | $36.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 491 | $36.0K | 0.01% | +5+1.0% | Added |
| Quadrant Capital Group LLC | 547 | $40.0K | 0.01% | +7+1.3% | Added |
| Pinnacle Bancorp, Inc. | 555 | $41.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 600 | $43.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 665 | $49.0K | 0.00% | −4−0.6% | Reduced |
| Asset Dedication, LLC | 669 | $49.0K | 0.01% | +91+15.7% | Added |
| Federation des caisses Desjardins du Quebec | 681 | $49.8K | 0.00% | +223+48.7% | Added |
| NEXT Financial Group, Inc | 742 | $54.0K | 0.00% | +8+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 750 | $55.0K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 750 | $55.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 769 | $56.0K | 0.01% | +769 | New |
| Eagle Bay Advisors LLC | 780 | $57.0K | 0.03% | +780 | New |
| West Paces Advisors Inc. | 825 | $60.4K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 883 | $65.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 944 | $69.0K | 0.00% | +94+11.1% | Added |
| Annapolis Financial Services, LLC | 959 | $70.0K | 0.02% | +959 | New |
| State of Wyoming | 1,004 | $73.0K | 0.05% | −620−38.2% | Reduced |
| Geneos Wealth Management Inc. | 1,052 | $78.0K | 0.00% | +2+0.2% | Added |
| BBVA USA | 1,088 | $80.0K | 0.00% | +1,088 | New |
| Sentry Investment Management LLC | 1,111 | $81.0K | 0.02% | +975+716.9% | Added |
| Optimum Investment Advisors | 1,125 | $82.0K | 0.03% | −1,200−51.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,146 | $84.0K | 0.00% | −158−12.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,181 | $86.4K | 0.00% | +1,181 | New |
| Koshinski Asset Management, Inc. | 1,215 | $88.9K | 0.01% | +1,215 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,269 | $93.0K | 0.00% | +1,269 | New |
| Heritage Wealth Advisors | 1,273 | $93.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,379 | $101.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,410 | $103.0K | 0.02% | 00.0% | Unchanged |