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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 995 | $81.0K | 0.00% | −3,863−79.5% | Reduced |
| State of Wyoming | 989 | $82.0K | 0.04% | −15−1.5% | Reduced |
| Geneos Wealth Management Inc. | 1,054 | $86.0K | 0.00% | +2+0.2% | Added |
| Cambridge Trust Co | 1,049 | $86.0K | 0.00% | +1,049 | New |
| Ci Investments Inc. | 1,108 | $91.0K | 0.00% | −1,172−51.4% | Reduced |
| Sentry Investment Management LLC | 1,111 | $92.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,111 | $92.0K | 0.00% | +806+264.3% | Added |
| Optimum Investment Advisors | 1,125 | $93.0K | 0.04% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,242 | $102.0K | 0.00% | −4,943−79.9% | Reduced |
| Koshinski Asset Management, Inc. | 1,243 | $102.4K | 0.01% | +28+2.3% | Added |
| Heritage Wealth Advisors | 1,273 | $105.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,282 | $106.0K | 0.00% | +1,282 | New |
| IFP Advisors, Inc | 1,379 | $115.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,410 | $116.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,738 | $143.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 1,753 | $144.0K | 0.01% | −345−16.4% | Reduced |
| Fifth Lane Capital, LP | 1,761 | $145.0K | 0.09% | +1,761 | New |
| O'Dell Group, LLC | 1,800 | $148.0K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,896 | $156.0K | 0.00% | +149+8.5% | Added |
| Ameritas Investment Partners, Inc. | 1,914 | $158.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,016 | $166.0K | 0.24% | +2,016 | New |
| Graves-Light Private Wealth Management, Inc. | 2,170 | $179.0K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,179 | $180.0K | 0.01% | 00.0% | Unchanged |
| Schroder Investment Management Group | 2,231 | $184.0K | 0.00% | −13,541−85.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 2,250 | $185.0K | 0.06% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 2,263 | $186.0K | 0.01% | −77−3.3% | Reduced |
| Osterweis Capital Management Inc | 2,445 | $201.0K | 0.01% | +2,445 | New |
| Delphia (USA) Inc. | 2,442 | $201.0K | 0.21% | +2,442 | New |
| Glenmede Trust Co NA | 2,470 | $203.0K | 0.00% | +2,470 | New |
| Vontobel Holding Ltd. | 2,500 | $203.0K | 0.00% | +2,500 | New |
| Treynor Bancshares, Inc. | 2,533 | $209.0K | 0.13% | +2,533 | New |
| Epoch Investment Partners, Inc. | 2,548 | $210.0K | 0.00% | +2,548 | New |
| Cresset Asset Management, LLC | 2,560 | $210.0K | 0.00% | +2,560 | New |
| Acadian Asset Management LLC | 2,583 | $211.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,659 | $219.0K | 0.01% | +2,659 | New |
| Wealth Alliance | 2,680 | $221.0K | 0.04% | +2,680 | New |
| Vantage Consulting Group Inc | 2,730 | $225.0K | 0.06% | −160−5.5% | Reduced |
| Syntax Advisors, LLC | 2,730 | $225.0K | 0.17% | +2,730 | New |
| Column Capital Advisors, LLC | 2,737 | $226.0K | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 2,774 | $226.0K | 0.00% | +2,774 | New |
| Fermata Advisors, LLC | 2,765 | $228.0K | 0.08% | +10.0% | Added |
| Aureus Asset Management, LLC | 2,797 | $230.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,821 | $232.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,851 | $234.0K | 0.05% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,950 | $243.0K | 0.00% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,000 | $247.0K | 0.07% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,000 | $247.0K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,998 | $247.0K | 0.01% | +2,998 | New |
| Twinbeech Capital LP | 2,994 | $247.0K | 0.01% | +2,994 | New |
| Erste Asset Management GmbH | 3,000 | $247.6K | 0.00% | −5,080−62.9% | Reduced |
| Vident Investment Advisory, LLC | 2,995 | $248.0K | 0.01% | −182−5.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,017 | $248.0K | 0.02% | +3,017 | New |
| Ritholtz Wealth Management | 3,037 | $250.0K | 0.02% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 3,056 | $252.0K | 0.01% | +3,056 | New |
| Veritable, L.P. | 3,112 | $256.0K | 0.00% | +51+1.7% | Added |
| Brighton Jones LLC | 3,122 | $257.0K | 0.01% | −14,954−82.7% | Reduced |
| Ami Investment Management Inc | 3,122 | $257.0K | 0.11% | −177−5.4% | Reduced |
| Wealthfront Advisers LLC | 3,127 | $258.0K | 0.00% | +3,127 | New |
| American Portfolios Advisors | 3,190 | $262.8K | 0.01% | +378+13.4% | Added |
| Transform Wealth, LLC | 3,229 | $266.0K | 0.03% | −3,228−50.0% | Reduced |
| Cigna Investments Inc | 3,247 | $267.0K | 0.02% | −1,000−23.5% | Reduced |
| Cetera Investment Advisers | 3,322 | $274.0K | 0.00% | −624−15.8% | Reduced |
| Somerset Trust Co | 3,337 | $275.0K | 0.10% | +3,337 | New |
| Lakeview Capital Partners, LLC | 3,352 | $276.0K | 0.16% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,380 | $278.0K | 0.02% | −7,790−69.7% | Reduced |
| Bard Financial Services, Inc. | 3,375 | $278.0K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,439 | $283.0K | 0.01% | +3,439 | New |
| Magnetar Financial LLC | 3,446 | $284.0K | 0.00% | −10,022−74.4% | Reduced |
| Eagle Ridge Investment Management | 3,450 | $284.0K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,442 | $284.0K | 0.01% | +3,442 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,493 | $285.0K | 0.00% | +55+1.6% | Added |
| Lincoln National Corp | 3,606 | $297.0K | 0.01% | +33+0.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,018 | $298.0K | 0.19% | +3,018 | New |
| Eagle Harbor Asset Management Inc | 3,660 | $301.5K | 0.40% | +3,660 | New |
| MQS Management LLC | 3,707 | $305.0K | 0.49% | +3,707 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,724 | $307.0K | 0.03% | +88+2.4% | Added |
| Schechter Investment Advisors, LLC | 3,731 | $308.0K | 0.03% | +3,731 | New |
| Quadrature Capital Ltd | 3,758 | $310.0K | 0.02% | −5,562−59.7% | Reduced |
| Mach-1 Financial Group, Inc. | 3,772 | $310.0K | 0.21% | +364+10.7% | Added |
| Regentatlantic Capital LLC | 3,764 | $310.0K | 0.01% | +560+17.5% | Added |
| Manteio Capital LLC | 3,779 | $311.0K | 0.40% | +3,779 | New |
| Davenport & Co LLC | 3,782 | $312.0K | 0.00% | −350−8.5% | Reduced |
| Carmel Capital Partners, LLC | 3,800 | $313.0K | 0.23% | +3,800 | New |
| CWS Financial Advisors, LLC | 3,909 | $322.0K | 0.11% | +3,909 | New |
| Squarepoint Ops LLC | 3,964 | $327.0K | 0.00% | −7,172−64.4% | Reduced |
| Value Partners Investments Inc. | 4,000 | $328.0K | 0.03% | −1,000−20.0% | Reduced |
| Bradley Foster & Sargent Inc | 3,984 | $328.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,040 | $333.0K | 0.00% | −333−7.6% | Reduced |
| TrinityPoint Wealth, LLC | 4,092 | $337.0K | 0.06% | +58+1.4% | Added |
| MAI Capital Management | 4,107 | $338.0K | 0.01% | +102+2.5% | Added |
| Great Valley Advisor Group, Inc. | 4,134 | $341.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,140 | $341.0K | 0.02% | +4,140 | New |
| Cobblestone Capital Advisors LLC | 4,276 | $352.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,288 | $353.0K | 0.10% | +4,288 | New |
| Symmetry Partners, LLC | 4,361 | $359.0K | 0.02% | −532−10.9% | Reduced |
| AdvisorNet Financial, Inc | 4,354 | $359.0K | 0.02% | +10.0% | Added |
| Credential Qtrade Securities Inc. | 4,374 | $360.4K | 0.02% | −40−0.9% | Reduced |
| Advisor Partners LLC | 4,384 | $362.0K | 0.02% | +416+10.5% | Added |
| Gifford Fong Associates | 4,500 | $371.0K | 0.06% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,525 | $372.0K | 0.04% | 00.0% | Unchanged |