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, Q4 2021
Institutional positions in Berkley W R Corp as of Dec 31, 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
- 575
- +70 vs. Q3 2021
- Shares held
- 122.8M
- −973.8K (−0.8%) vs. Q3 2021
- Total value
- $10.1B
- +$1.06B (+11.8%) vs. Q3 2021
- New holders
- 108
- 178 more added
- Sold out
- 38
- 173 more reduced
8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| Curi Capital | 3 | $0 | 0.00% | +3 | New |
| Widmann Financial Services, Inc. | 8 | $0 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 2 | $164 | 0.00% | – | – |
| Exane Derivatives | 3 | $247 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 18 | $1.00K | 0.00% | −49−73.1% | Reduced |
| Manchester Capital Management LLC | 15 | $1.00K | 0.00% | +15 | New |
| Lenox Wealth Advisors, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Addison Advisors LLC | 16 | $1.00K | 0.00% | +16 | New |
| Confluence Wealth Services, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 24 | $1.98K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 34 | $2.00K | 0.00% | +5+17.2% | Added |
| Tradewinds Capital Management, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 21 | $2.00K | 0.00% | +21 | New |
| McCarthy Grittinger Financial Group, LLC | 27 | $2.23K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 36 | $2.97K | 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% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 35 | $3.00K | 0.00% | +3+9.4% | Added |
| Arlington Partners LLC | 31 | $3.00K | 0.00% | +31 | New |
| Clearstead Advisors, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 48 | $4.00K | 0.00% | +48 | New |
| Washington Trust Advisors, Inc. | 43 | $4.00K | 0.00% | +43 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 50 | $4.00K | 0.00% | +50 | New |
| Retirement Group, LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 62 | $5.00K | 0.00% | +1+1.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 60 | $5.00K | 0.00% | +11+22.4% | Added |
| BerganKDV Wealth Management, LLC | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 64 | $5.00K | 0.00% | +64 | New |
| Cordasco Financial Network | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 74 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 73 | $6.00K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 78 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 82 | $6.76K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 89 | $7.00K | 0.00% | −580−86.7% | Reduced |
| Versant Capital Management, Inc | 103 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 97 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 92 | $8.00K | 0.00% | +4+4.5% | Added |
| Zions Bancorporation, N.A. | 111 | $9.00K | 0.00% | +15+15.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 111 | $9.00K | 0.00% | +23+26.1% | Added |
| Optiver Holding B.V. | 136 | $10.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 118 | $10.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 124 | $10.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 125 | $10.0K | 0.00% | +125 | New |
| Steward Partners Investment Advisory, LLC | 134 | $11.0K | 0.00% | −21−13.5% | Reduced |
| Bellwether Advisors, LLC | 149 | $12.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 174 | $14.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 176 | $14.0K | 0.00% | +176 | New |
| Bogart Wealth, LLC | 177 | $15.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 179 | $15.0K | 0.00% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 184 | $15.0K | 0.01% | +184 | New |
| Harbour Investments, Inc. | 208 | $17.0K | 0.00% | −736−78.0% | Reduced |
| Tarbox Family Office, Inc. | 205 | $17.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 213 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 218 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 220 | $18.0K | 0.01% | +220 | New |
| Lake Point Wealth Management | 240 | $20.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 248 | $20.0K | 0.00% | +248 | New |
| Parallel Advisors, LLC | 269 | $22.0K | 0.00% | +45+20.1% | Added |
| Signaturefd, LLC | 285 | $23.0K | 0.00% | +39+15.9% | Added |
| Trust Co | 292 | $24.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 302 | $24.9K | 0.02% | +302 | New |
| Hoese & Co LLP | 300 | $25.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 300 | $25.0K | 0.02% | +11+3.8% | Added |
| First Manhattan Co | 324 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 329 | $27.0K | 0.00% | −1,100−77.0% | Reduced |
| Gemmer Asset Management LLC | 355 | $29.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 356 | $29.0K | 0.02% | +5+1.4% | Added |
| Benjamin Edwards Inc | 354 | $29.0K | 0.01% | +21+6.3% | Added |
| Huntington National Bank | 388 | $32.0K | 0.00% | +8+2.1% | Added |
| Tilia Fiduciary Partners, Inc. | 411 | $34.0K | 0.03% | +411 | New |
| Whittier Trust Co | 428 | $35.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 436 | $36.0K | 0.05% | +436 | New |
| Duncker Streett & Co Inc | 450 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 492 | $41.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 498 | $41.0K | 0.01% | +7+1.4% | Added |
| Quadrant Capital Group LLC | 512 | $42.0K | 0.01% | −35−6.4% | Reduced |
| PEAK6 Investments LLC | 519 | $43.0K | 0.00% | +519 | New |
| Pinnacle Bancorp, Inc. | 555 | $46.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 564 | $46.0K | 0.01% | +564 | New |
| Carroll Financial Associates, Inc. | 600 | $48.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 676 | $55.7K | 0.00% | −5−0.7% | Reduced |
| Deseret Mutual Benefit Administrators | 692 | $57.0K | 0.01% | −191−21.6% | Reduced |
| St. Johns Investment Management Company, LLC | 750 | $62.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 771 | $64.0K | 0.00% | +29+3.9% | Added |
| CWM, LLC | 773 | $64.0K | 0.00% | +773 | New |
| Eagle Bay Advisors LLC | 799 | $66.0K | 0.04% | +19+2.4% | Added |
| West Paces Advisors Inc. | 825 | $68.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 874 | $72.0K | 0.01% | +105+13.7% | Added |
| Northwestern Mutual Wealth Management Co | 954 | $79.0K | 0.00% | −192−16.8% | Reduced |
| Annapolis Financial Services, LLC | 959 | $79.0K | 0.02% | 00.0% | Unchanged |