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 |
|---|---|---|---|---|---|
| Global Wealth Management Investment Advisory, Inc. | 2,250 | $165.0K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,233 | $163.0K | 0.00% | −12,593−84.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,176 | $160.0K | 0.00% | −5,822−72.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,170 | $159.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,179 | $159.0K | 0.01% | +179+9.0% | Added |
| Vestcor Inc | 2,098 | $154.0K | 0.01% | −283−11.9% | Reduced |
| Berman Capital Advisors, LLC | 1,996 | $146.0K | 0.02% | +3+0.2% | Added |
| Ameritas Investment Partners, Inc. | 1,914 | $140.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1,800 | $132.0K | 0.04% | +1,800 | New |
| Fifth Third Bancorp | 1,747 | $128.0K | 0.00% | −157−8.2% | Reduced |
| Banque Cantonale Vaudoise | 1,738 | $127.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,577 | $115.0K | 0.00% | +1,577 | New |
| Bessemer Group Inc | 1,429 | $105.0K | 0.00% | +1,100+334.3% | Added |
| Rockbridge Investment Management, LCC | 1,410 | $103.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,379 | $101.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,273 | $93.2K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,269 | $93.0K | 0.00% | +1,269 | New |
| Koshinski Asset Management, Inc. | 1,215 | $88.9K | 0.01% | +1,215 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,181 | $86.4K | 0.00% | +1,181 | New |
| Northwestern Mutual Wealth Management Co | 1,146 | $84.0K | 0.00% | −158−12.1% | Reduced |
| Optimum Investment Advisors | 1,125 | $82.0K | 0.03% | −1,200−51.6% | Reduced |
| Sentry Investment Management LLC | 1,111 | $81.0K | 0.02% | +975+716.9% | Added |
| BBVA USA | 1,088 | $80.0K | 0.00% | +1,088 | New |
| Geneos Wealth Management Inc. | 1,052 | $78.0K | 0.00% | +2+0.2% | Added |
| State of Wyoming | 1,004 | $73.0K | 0.05% | −620−38.2% | Reduced |
| Annapolis Financial Services, LLC | 959 | $70.0K | 0.02% | +959 | New |
| Harbour Investments, Inc. | 944 | $69.0K | 0.00% | +94+11.1% | Added |
| Deseret Mutual Benefit Administrators | 883 | $65.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 825 | $60.4K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 780 | $57.0K | 0.03% | +780 | New |
| JFS Wealth Advisors, LLC | 769 | $56.0K | 0.01% | +769 | New |
| 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 |
| NEXT Financial Group, Inc | 742 | $54.0K | 0.00% | +8+1.1% | Added |
| Federation des caisses Desjardins du Quebec | 681 | $49.8K | 0.00% | +223+48.7% | Added |
| 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 |
| Carroll Financial Associates, Inc. | 600 | $43.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 555 | $41.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 547 | $40.0K | 0.01% | +7+1.3% | Added |
| Tobam | 492 | $36.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 491 | $36.0K | 0.01% | +5+1.0% | Added |
| Duncker Streett & Co Inc | 450 | $33.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 428 | $31.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 380 | $28.0K | 0.00% | +65+20.6% | Added |
| 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 |
| Consolidated Planning Corp | 342 | $25.0K | 0.02% | +342 | New |
| Benjamin Edwards Inc | 333 | $24.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 324 | $23.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 321 | $23.0K | 0.00% | +72+28.9% | 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 |
| Trust Co | 292 | $21.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 289 | $21.0K | 0.01% | +165+133.1% | Added |
| Kowal Investment Group, LLC | 262 | $19.0K | 0.01% | +262 | New |
| Signaturefd, LLC | 246 | $18.0K | 0.00% | −19−7.2% | Reduced |
| Lake Point Wealth Management | 240 | $18.0K | 0.01% | 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 |
| Tarbox Family Office, Inc. | 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 |
| Brown Brothers Harriman & Co | 174 | $13.0K | 0.00% | +50+40.3% | Added |
| 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 |
| Bellwether Advisors, LLC | 149 | $10.0K | 0.00% | +149 | New |
| Optiver Holding B.V. | 136 | $10.0K | 0.00% | +136 | New |
| TFC Financial Management | 124 | $9.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 118 | $9.00K | 0.00% | +118 | New |
| Versant Capital Management, Inc | 103 | $8.00K | 0.00% | −13−11.2% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 40 | $2.93K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 36 | $2.63K | 0.00% | 00.0% | Unchanged |