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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 4,522 | $372.0K | 0.00% | +4,522 | New |
| Citadel Investment Advisory, Inc. | 4,541 | $374.0K | 0.22% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 4,551 | $375.0K | 0.00% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 4,558 | $376.0K | 0.18% | −217−4.5% | Reduced |
| Blair William & Co | 4,583 | $378.0K | 0.00% | +265+6.1% | Added |
| Norinchukin Bank, The | 4,624 | $381.0K | 0.00% | −94−2.0% | Reduced |
| Fort Washington Investment Advisors Inc | 4,650 | $383.0K | 0.00% | −600−11.4% | Reduced |
| Commerce Bank | 4,648 | $383.0K | 0.00% | +456+10.9% | Added |
| Brinker Capital Investments, LLC | 4,669 | $385.0K | 0.01% | +4,669 | New |
| Oak Thistle LLC | 4,703 | $387.0K | 0.30% | +4,703 | New |
| Umb Bank N A | 4,703 | $388.0K | 0.00% | +4,703 | New |
| Banque Pictet & Cie SA | 4,812 | $396.0K | 0.00% | +4,812 | New |
| Connectus Wealth, LLC | 4,814 | $397.0K | 0.02% | +4,814 | New |
| Coastline Trust Co | 4,842 | $399.0K | 0.05% | −50−1.0% | Reduced |
| Gratus Capital LLC | 4,944 | $407.0K | 0.04% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 4,946 | $408.0K | 0.36% | +4,946 | New |
| Seeyond | 4,996 | $411.0K | 0.04% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 5,259 | $433.0K | 0.08% | −1,441−21.5% | Reduced |
| Axxcess Wealth Management, LLC | 5,259 | $433.0K | 0.03% | +5,259 | New |
| D.B. Root & Company, LLC | 5,280 | $435.0K | 0.16% | −98−1.8% | Reduced |
| Neuberger Berman Group LLC | 5,571 | $437.0K | 0.00% | +5,571 | New |
| Park Avenue Securities LLC | 5,358 | $441.0K | 0.01% | +5,358 | New |
| Mercer Global Advisors Inc | 5,421 | $447.0K | 0.00% | +1,244+29.8% | Added |
| Thompson Siegel & Walmsley LLC | 5,463 | $450.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 5,472 | $450.0K | 0.00% | +1,030+23.2% | Added |
| Contravisory Investment Management, Inc. | 5,463 | $450.0K | 0.12% | +5,463 | New |
| Meeder Asset Management Inc | 5,557 | $458.0K | 0.05% | +307+5.8% | Added |
| Aigen Investment Management, LP | 5,813 | $465.0K | 0.03% | −9,637−62.4% | Reduced |
| American Trust | 5,718 | $471.0K | 0.04% | +5,718 | New |
| Pearl River Capital, LLC | 5,823 | $480.0K | 0.13% | +5,823 | New |
| Murphy Pohlad Asset Management LLC | 5,875 | $484.0K | 0.19% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 5,944 | $490.0K | 0.00% | −72−1.2% | Reduced |
| Cadent Capital Advisors, LLC | 6,258 | $516.0K | 0.23% | −212−3.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,278 | $517.0K | 0.01% | −92−1.4% | Reduced |
| SG Americas Securities, LLC | 6,336 | $522.0K | 0.00% | +4,103+183.7% | Added |
| Swedbank AB | 6,563 | $535.1K | 0.00% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 6,550 | $540.0K | 0.10% | −18,965−74.3% | Reduced |
| Zacks Investment Management | 6,638 | $547.0K | 0.01% | −58,911−89.9% | Reduced |
| Resonant Capital Advisors, LLC | 6,636 | $547.0K | 0.08% | +578+9.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 6,698 | $552.0K | 0.00% | −59−0.9% | Reduced |
| Belpointe Asset Management LLC | 6,813 | $561.0K | 0.03% | −20,063−74.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,975 | $575.0K | 0.01% | −225−3.1% | Reduced |
| Quantbot Technologies LP | 7,030 | $579.0K | 0.05% | −6,634−48.6% | Reduced |
| Sigma Planning Corp | 7,072 | $583.0K | 0.02% | +2,013+39.8% | Added |
| Laurel Wealth Advisors, Inc. | 7,125 | $587.0K | 0.05% | +7,125 | New |
| Resources Management Corp | 7,157 | $590.0K | 0.08% | 00.0% | Unchanged |
| Hancock Whitney Investment Services Inc. | 7,175 | $593.0K | 0.10% | +7,175 | New |
| Pacer Advisors, Inc. | 7,210 | $594.0K | 0.01% | −1,467−16.9% | Reduced |
| Ancora Advisors, LLC | 7,223 | $595.0K | 0.01% | +81+1.1% | Added |
| Intercontinental Wealth Advisors, LLC | 7,272 | $599.0K | 0.13% | +3,155+76.6% | Added |
| MML Investors Services, LLC | 7,424 | $612.0K | 0.00% | +248+3.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 7,455 | $614.0K | 0.39% | +1,306+21.2% | Added |
| HM Payson & Co | 7,563 | $623.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 7,614 | $627.0K | 0.00% | +97+1.3% | Added |
| Nordea Investment Management AB | 7,652 | $628.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,657 | $631.0K | 0.02% | −139−1.8% | Reduced |
| LGT Group Foundation | 7,700 | $634.0K | 0.02% | +7,700 | New |
| Hillsdale Investment Management Inc. | 7,790 | $642.0K | 0.04% | −50−0.6% | Reduced |
| Raymond James Trust N.A. | 7,871 | $648.0K | 0.02% | +878+12.6% | Added |
| JustInvest LLC | 8,219 | $677.0K | 0.04% | +8,219 | New |
| Ossiam | 8,448 | $696.0K | 0.02% | −829−8.9% | Reduced |
| Bellevue Asset Management, LLC | 8,500 | $700.0K | 0.41% | −2,000−19.0% | Reduced |
| Kentucky Retirement Systems | 8,504 | $701.0K | 0.03% | +370+4.5% | Added |
| D.A. Davidson & Co. | 8,559 | $705.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 8,566 | $706.0K | 0.02% | +420+5.2% | Added |
| New Mexico Educational Retirement Board | 8,600 | $709.0K | 0.02% | −600−6.5% | Reduced |
| Banco Santander, S.A. | 8,680 | $715.0K | 0.00% | +8,680 | New |
| Louisiana State Employees Retirement System | 8,700 | $717.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 8,733 | $720.0K | 0.04% | +518+6.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,876 | $731.0K | 0.02% | −722−7.5% | Reduced |
| Xponance, Inc. | 8,901 | $733.0K | 0.01% | +1,692+23.5% | Added |
| Stephens Inc | 8,981 | $740.0K | 0.01% | +286+3.3% | Added |
| DuPont Capital Management Corp | 8,996 | $741.0K | 0.03% | −2,737−23.3% | Reduced |
| ETF Managers Group, LLC | 9,135 | $745.0K | 0.01% | +435+5.0% | Added |
| Verition Fund Management LLC | 9,125 | $752.0K | 0.01% | +3,690+67.9% | Added |
| Allspring Global Investments Holdings, LLC | 9,268 | $762.0K | 0.00% | +9,268 | New |
| Advisor OS, LLC | 9,358 | $771.0K | 0.16% | +887+10.5% | Added |
| Private Advisor Group, LLC | 9,552 | $787.0K | 0.01% | −6,568−40.7% | Reduced |
| Franklin Resources Inc | 9,753 | $805.0K | 0.00% | +3,172+48.2% | Added |
| Fairfield, Bush & Co. | 9,951 | $820.0K | 0.39% | −2,537−20.3% | Reduced |
| Shay Capital LLC | 10,000 | $824.0K | 0.31% | −2,500−20.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,002 | $824.0K | 0.09% | +1,417+16.5% | Added |
| Stevens Capital Management LP | 10,027 | $826.0K | 0.19% | +10,027 | New |
| Procyon Private Wealth Partners, LLC | 10,144 | $836.0K | 0.18% | −20.0% | Reduced |
| American Century Companies Inc | 10,393 | $856.0K | 0.00% | −3,186−23.5% | Reduced |
| Twin Capital Management Inc | 10,390 | $856.0K | 0.09% | −830−7.4% | Reduced |
| Waverton Investment Management Ltd | 10,485 | $864.0K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,534 | $868.0K | 0.09% | +857+8.9% | Added |
| Elo Mutual Pension Insurance Co | 10,554 | $870.0K | 0.02% | +433+4.3% | Added |
| Personal Cfo Solutions, LLC | 10,578 | $872.0K | 0.16% | +30.0% | Added |
| Pendal Group Limited | 10,602 | $874.0K | 0.01% | +5,314+100.5% | Added |
| Maryland State Retirement & Pension System | 10,640 | $877.0K | 0.02% | 00.0% | Unchanged |
| LVW Advisors, LLC | 10,662 | $878.0K | 0.15% | −46−0.4% | Reduced |
| FJ Capital Management LLC | 11,000 | $892.0K | 0.07% | +11,000 | New |
| Busey Wealth Management | 10,912 | $899.0K | 0.03% | −705−6.1% | Reduced |
| Capital Asset Advisory Services LLC | 10,973 | $904.0K | 0.10% | +570+5.5% | Added |
| M&T Bank Corp | 11,126 | $916.0K | 0.00% | +377+3.5% | Added |
| First Hawaiian Bank | 11,183 | $921.0K | 0.03% | +1,715+18.1% | Added |
| Westpac Banking Corp | 11,233 | $925.5K | 0.01% | +348+3.2% | Added |
| Centiva Capital, LP | 11,272 | $929.0K | 0.06% | −4,486−28.5% | Reduced |