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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 7,796 | $570.0K | 0.02% | −4−0.1% | Reduced |
| Nordea Investment Management AB | 7,652 | $567.0K | 0.00% | +482+6.7% | Added |
| HM Payson & Co | 7,563 | $553.0K | 0.01% | +6,190+450.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,517 | $550.0K | 0.00% | +747+11.0% | Added |
| Xponance, Inc. | 7,209 | $528.0K | 0.01% | −670−8.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 7,200 | $527.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,176 | $525.0K | 0.00% | +539+8.1% | Added |
| Resources Management Corp | 7,157 | $524.0K | 0.08% | +60+0.8% | Added |
| Ancora Advisors, LLC | 7,142 | $523.0K | 0.01% | +79+1.1% | Added |
| Raymond James Trust N.A. | 6,993 | $512.0K | 0.02% | +806+13.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,757 | $494.0K | 0.00% | −1,483−18.0% | Reduced |
| Seven Eight Capital, LP | 6,700 | $490.0K | 0.05% | +6,700 | New |
| Franklin Resources Inc | 6,581 | $482.0K | 0.00% | +1,232+23.0% | Added |
| Swedbank AB | 6,563 | $480.3K | 0.00% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6,470 | $473.0K | 0.21% | 00.0% | Unchanged |
| Transform Wealth, LLC | 6,457 | $473.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,370 | $466.0K | 0.01% | +6+0.1% | Added |
| Sawtooth Solutions, LLC | 6,365 | $466.0K | 0.07% | +823+14.9% | Added |
| NorthCoast Asset Management LLC | 6,284 | $460.0K | 0.02% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,185 | $453.0K | 0.00% | +5,705+1,188.5% | Added |
| First Mercantile Trust Co | 6,181 | $452.0K | 0.06% | −539−8.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 6,149 | $450.0K | 0.32% | +171+2.9% | Added |
| Resonant Capital Advisors, LLC | 6,058 | $443.0K | 0.08% | +1,017+20.2% | Added |
| Thrivent Financial for Lutherans | 6,016 | $440.0K | 0.00% | −20.0% | Reduced |
| E. Ohman J:or Asset Management AB | 5,900 | $431.8K | 0.01% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 5,875 | $429.0K | 0.18% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,816 | $426.0K | 0.00% | +124+2.2% | Added |
| Thompson Siegel & Walmsley LLC | 5,463 | $400.0K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,435 | $398.0K | 0.01% | −10,694−66.3% | Reduced |
| D.B. Root & Company, LLC | 5,378 | $393.0K | 0.15% | −1,073−16.6% | Reduced |
| Pendal Group Limited | 5,288 | $387.0K | 0.00% | +5,288 | New |
| Meeder Asset Management Inc | 5,250 | $384.0K | 0.02% | −1,855−26.1% | Reduced |
| Fort Washington Investment Advisors Inc | 5,250 | $384.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,059 | $370.0K | 0.01% | +5,059 | New |
| Symmetry Partners, LLC | 4,893 | $368.0K | 0.02% | +300+6.5% | Added |
| Trexquant Investment LP | 4,997 | $366.0K | 0.03% | −10,684−68.1% | Reduced |
| Seeyond | 4,996 | $365.0K | 0.04% | −5,308−51.5% | Reduced |
| Value Partners Investments Inc. | 5,000 | $364.0K | 0.03% | 00.0% | Unchanged |
| Gratus Capital LLC | 4,944 | $362.0K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 4,892 | $358.0K | 0.04% | −60−1.2% | Reduced |
| Snowden Capital Advisors LLC | 4,858 | $355.5K | 0.02% | +342+7.6% | Added |
| Kore Private Wealth LLC | 4,824 | $353.0K | 0.04% | −119−2.4% | Reduced |
| Matrix Private Capital Group LLC | 4,775 | $349.0K | 0.18% | −1,217−20.3% | Reduced |
| Norinchukin Bank, The | 4,718 | $345.0K | 0.00% | +448+10.5% | Added |
| Personal Capital Advisors Corp | 4,551 | $333.0K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 4,541 | $332.0K | 0.21% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,525 | $331.0K | 0.04% | +446+10.9% | Added |
| Gifford Fong Associates | 4,500 | $329.0K | 0.06% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,439 | $325.0K | 0.01% | +4,439 | New |
| US Bancorp | 4,442 | $324.0K | 0.00% | +82+1.9% | Added |
| Credential Qtrade Securities Inc. | 4,414 | $323.0K | 0.03% | +231+5.5% | Added |
| Kestra Advisory Services, LLC | 4,373 | $320.0K | 0.00% | −285−6.1% | Reduced |
| Engineers Gate Manager LP | 4,357 | $319.0K | 0.02% | −2,451−36.0% | Reduced |
| AdvisorNet Financial, Inc | 4,353 | $319.0K | 0.02% | +20.0% | Added |
| Blair William & Co | 4,318 | $316.0K | 0.00% | −242−5.3% | Reduced |
| Cobblestone Capital Advisors LLC | 4,276 | $313.0K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,247 | $311.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 4,192 | $307.0K | 0.00% | +226+5.7% | Added |
| Mercer Global Advisors Inc | 4,177 | $306.0K | 0.00% | +554+15.3% | Added |
| Great Valley Advisor Group, Inc. | 4,134 | $303.0K | 0.02% | −500−10.8% | Reduced |
| Davenport & Co LLC | 4,132 | $302.0K | 0.00% | +857+26.2% | Added |
| Intercontinental Wealth Advisors, LLC | 4,117 | $301.0K | 0.07% | −603−12.8% | Reduced |
| TrinityPoint Wealth, LLC | 4,034 | $295.0K | 0.06% | +40+1.0% | Added |
| MAI Capital Management | 4,005 | $293.0K | 0.01% | +204+5.4% | Added |
| Bradley Foster & Sargent Inc | 3,984 | $292.0K | 0.01% | −19,100−82.7% | Reduced |
| Advisor Partners LLC | 3,968 | $290.0K | 0.02% | −372−8.6% | Reduced |
| Cetera Investment Advisers | 3,946 | $289.0K | 0.00% | −1,107−21.9% | Reduced |
| IBM Retirement Fund | 3,828 | $280.0K | 0.02% | 00.0% | Unchanged |
| World Asset Management Inc | 3,787 | $277.0K | 0.03% | −212−5.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,636 | $266.0K | 0.03% | −11−0.3% | Reduced |
| Wolverine Trading, LLC | 3,577 | $263.0K | 0.01% | +3,577 | New |
| Lincoln National Corp | 3,573 | $261.0K | 0.01% | +23+0.6% | Added |
| Eagle Ridge Investment Management | 3,450 | $252.0K | 0.03% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,438 | $252.0K | 0.00% | +65+1.9% | Added |
| Mach-1 Financial Group, Inc. | 3,408 | $249.0K | 0.19% | +35+1.0% | Added |
| Bard Financial Services, Inc. | 3,375 | $247.0K | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 3,352 | $245.0K | 0.11% | 00.0% | Unchanged |
| Ami Investment Management Inc | 3,299 | $241.0K | 0.10% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 3,204 | $234.0K | 0.01% | +209+7.0% | Added |
| Machina Capital S.A.S. | 3,178 | $233.0K | 0.50% | −2,736−46.3% | Reduced |
| Vident Investment Advisory, LLC | 3,177 | $233.0K | 0.01% | +101+3.3% | Added |
| Veritable, L.P. | 3,061 | $224.0K | 0.00% | −26−0.8% | Reduced |
| Diligent Investors, LLC | 3,000 | $223.0K | 0.08% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,037 | $222.0K | 0.02% | 00.0% | Unchanged |
| Hoylecohen, LLC | 3,019 | $221.0K | 0.02% | +11+0.4% | Added |
| Oppenheimer & Co Inc | 3,000 | $220.0K | 0.00% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,950 | $216.0K | 0.00% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,890 | $211.0K | 0.05% | +193+7.2% | Added |
| Meritage Group LP | 2,866 | $210.0K | 0.00% | +2,866 | New |
| M&R Capital Management Inc | 2,851 | $208.0K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,821 | $206.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,812 | $205.8K | 0.01% | +653+30.2% | Added |
| Aureus Asset Management, LLC | 2,797 | $205.0K | 0.01% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 2,764 | $203.0K | 0.09% | −107−3.7% | Reduced |
| Heritage Wealth Management, LLC | 2,741 | $201.0K | 0.07% | +466+20.5% | Added |
| Column Capital Advisors, LLC | 2,737 | $200.0K | 0.04% | −13−0.5% | Reduced |
| Simplex Trading, LLC | 2,605 | $197.0K | 0.01% | +2,600+52,000.0% | Added |
| Acadian Asset Management LLC | 2,583 | $187.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 2,340 | $171.0K | 0.01% | +104+4.7% | Added |
| Ci Investments Inc. | 2,280 | $167.0K | 0.00% | −25−1.1% | Reduced |