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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 9,125 | $752.0K | 0.01% | +3,690+67.9% | Added |
| ETF Managers Group, LLC | 9,135 | $745.0K | 0.01% | +435+5.0% | Added |
| DuPont Capital Management Corp | 8,996 | $741.0K | 0.03% | −2,737−23.3% | Reduced |
| Stephens Inc | 8,981 | $740.0K | 0.01% | +286+3.3% | Added |
| Xponance, Inc. | 8,901 | $733.0K | 0.01% | +1,692+23.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,876 | $731.0K | 0.02% | −722−7.5% | Reduced |
| Proequities, Inc. | 8,733 | $720.0K | 0.04% | +518+6.3% | Added |
| Louisiana State Employees Retirement System | 8,700 | $717.0K | 0.02% | 00.0% | Unchanged |
| Banco Santander, S.A. | 8,680 | $715.0K | 0.00% | +8,680 | New |
| New Mexico Educational Retirement Board | 8,600 | $709.0K | 0.02% | −600−6.5% | Reduced |
| Crossmark Global Holdings, Inc. | 8,566 | $706.0K | 0.02% | +420+5.2% | Added |
| D.A. Davidson & Co. | 8,559 | $705.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 8,504 | $701.0K | 0.03% | +370+4.5% | Added |
| Bellevue Asset Management, LLC | 8,500 | $700.0K | 0.41% | −2,000−19.0% | Reduced |
| Ossiam | 8,448 | $696.0K | 0.02% | −829−8.9% | Reduced |
| JustInvest LLC | 8,219 | $677.0K | 0.04% | +8,219 | New |
| Raymond James Trust N.A. | 7,871 | $648.0K | 0.02% | +878+12.6% | Added |
| Hillsdale Investment Management Inc. | 7,790 | $642.0K | 0.04% | −50−0.6% | Reduced |
| LGT Group Foundation | 7,700 | $634.0K | 0.02% | +7,700 | New |
| Advisory Services Network, LLC | 7,657 | $631.0K | 0.02% | −139−1.8% | Reduced |
| Nordea Investment Management AB | 7,652 | $628.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 7,614 | $627.0K | 0.00% | +97+1.3% | Added |
| HM Payson & Co | 7,563 | $623.0K | 0.01% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 7,455 | $614.0K | 0.39% | +1,306+21.2% | Added |
| MML Investors Services, LLC | 7,424 | $612.0K | 0.00% | +248+3.5% | Added |
| Intercontinental Wealth Advisors, LLC | 7,272 | $599.0K | 0.13% | +3,155+76.6% | Added |
| Ancora Advisors, LLC | 7,223 | $595.0K | 0.01% | +81+1.1% | Added |
| Pacer Advisors, Inc. | 7,210 | $594.0K | 0.01% | −1,467−16.9% | Reduced |
| Hancock Whitney Investment Services Inc. | 7,175 | $593.0K | 0.10% | +7,175 | New |
| Resources Management Corp | 7,157 | $590.0K | 0.08% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 7,125 | $587.0K | 0.05% | +7,125 | New |
| Sigma Planning Corp | 7,072 | $583.0K | 0.02% | +2,013+39.8% | Added |
| Quantbot Technologies LP | 7,030 | $579.0K | 0.05% | −6,634−48.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,975 | $575.0K | 0.01% | −225−3.1% | Reduced |
| Belpointe Asset Management LLC | 6,813 | $561.0K | 0.03% | −20,063−74.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,698 | $552.0K | 0.00% | −59−0.9% | 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 |
| Gyon Technologies Capital Management, LP | 6,550 | $540.0K | 0.10% | −18,965−74.3% | Reduced |
| Swedbank AB | 6,563 | $535.1K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,336 | $522.0K | 0.00% | +4,103+183.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,278 | $517.0K | 0.01% | −92−1.4% | Reduced |
| Cadent Capital Advisors, LLC | 6,258 | $516.0K | 0.23% | −212−3.3% | Reduced |
| Thrivent Financial for Lutherans | 5,944 | $490.0K | 0.00% | −72−1.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 5,875 | $484.0K | 0.19% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 5,823 | $480.0K | 0.13% | +5,823 | New |
| American Trust | 5,718 | $471.0K | 0.04% | +5,718 | New |
| Aigen Investment Management, LP | 5,813 | $465.0K | 0.03% | −9,637−62.4% | Reduced |
| Meeder Asset Management Inc | 5,557 | $458.0K | 0.05% | +307+5.8% | 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 |
| Mercer Global Advisors Inc | 5,421 | $447.0K | 0.00% | +1,244+29.8% | Added |
| Park Avenue Securities LLC | 5,358 | $441.0K | 0.01% | +5,358 | New |
| Neuberger Berman Group LLC | 5,571 | $437.0K | 0.00% | +5,571 | New |
| D.B. Root & Company, LLC | 5,280 | $435.0K | 0.16% | −98−1.8% | Reduced |
| 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 |
| Seeyond | 4,996 | $411.0K | 0.04% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 4,946 | $408.0K | 0.36% | +4,946 | New |
| Gratus Capital LLC | 4,944 | $407.0K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 4,842 | $399.0K | 0.05% | −50−1.0% | Reduced |
| Connectus Wealth, LLC | 4,814 | $397.0K | 0.02% | +4,814 | New |
| Banque Pictet & Cie SA | 4,812 | $396.0K | 0.00% | +4,812 | New |
| Umb Bank N A | 4,703 | $388.0K | 0.00% | +4,703 | New |
| Oak Thistle LLC | 4,703 | $387.0K | 0.30% | +4,703 | New |
| Brinker Capital Investments, LLC | 4,669 | $385.0K | 0.01% | +4,669 | New |
| 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 |
| Norinchukin Bank, The | 4,624 | $381.0K | 0.00% | −94−2.0% | Reduced |
| Blair William & Co | 4,583 | $378.0K | 0.00% | +265+6.1% | Added |
| Matrix Private Capital Group LLC | 4,558 | $376.0K | 0.18% | −217−4.5% | Reduced |
| Personal Capital Advisors Corp | 4,551 | $375.0K | 0.00% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 4,541 | $374.0K | 0.22% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,525 | $372.0K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 4,522 | $372.0K | 0.00% | +4,522 | New |
| Gifford Fong Associates | 4,500 | $371.0K | 0.06% | 00.0% | Unchanged |
| Advisor Partners LLC | 4,384 | $362.0K | 0.02% | +416+10.5% | Added |
| Credential Qtrade Securities Inc. | 4,374 | $360.4K | 0.02% | −40−0.9% | Reduced |
| 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 |
| EverSource Wealth Advisors, LLC | 4,288 | $353.0K | 0.10% | +4,288 | New |
| Cobblestone Capital Advisors LLC | 4,276 | $352.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| MAI Capital Management | 4,107 | $338.0K | 0.01% | +102+2.5% | Added |
| TrinityPoint Wealth, LLC | 4,092 | $337.0K | 0.06% | +58+1.4% | Added |
| Kestra Advisory Services, LLC | 4,040 | $333.0K | 0.00% | −333−7.6% | 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 |
| Squarepoint Ops LLC | 3,964 | $327.0K | 0.00% | −7,172−64.4% | Reduced |
| CWS Financial Advisors, LLC | 3,909 | $322.0K | 0.11% | +3,909 | New |
| Carmel Capital Partners, LLC | 3,800 | $313.0K | 0.23% | +3,800 | New |
| Davenport & Co LLC | 3,782 | $312.0K | 0.00% | −350−8.5% | Reduced |
| Manteio Capital LLC | 3,779 | $311.0K | 0.40% | +3,779 | 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 |
| Schechter Investment Advisors, LLC | 3,731 | $308.0K | 0.03% | +3,731 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,724 | $307.0K | 0.03% | +88+2.4% | Added |