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 |
|---|---|---|---|---|---|
| MQS Management LLC | 3,707 | $305.0K | 0.49% | +3,707 | New |
| Eagle Harbor Asset Management Inc | 3,660 | $301.5K | 0.40% | +3,660 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,018 | $298.0K | 0.19% | +3,018 | New |
| Lincoln National Corp | 3,606 | $297.0K | 0.01% | +33+0.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,493 | $285.0K | 0.00% | +55+1.6% | Added |
| 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 |
| Boothbay Fund Management, LLC | 3,439 | $283.0K | 0.01% | +3,439 | New |
| 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 |
| Lakeview Capital Partners, LLC | 3,352 | $276.0K | 0.16% | 00.0% | Unchanged |
| Somerset Trust Co | 3,337 | $275.0K | 0.10% | +3,337 | New |
| Cetera Investment Advisers | 3,322 | $274.0K | 0.00% | −624−15.8% | Reduced |
| Cigna Investments Inc | 3,247 | $267.0K | 0.02% | −1,000−23.5% | Reduced |
| Transform Wealth, LLC | 3,229 | $266.0K | 0.03% | −3,228−50.0% | Reduced |
| American Portfolios Advisors | 3,190 | $262.8K | 0.01% | +378+13.4% | Added |
| Wealthfront Advisers LLC | 3,127 | $258.0K | 0.00% | +3,127 | New |
| 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 |
| Veritable, L.P. | 3,112 | $256.0K | 0.00% | +51+1.7% | Added |
| Industrial Alliance Investment Management Inc. | 3,056 | $252.0K | 0.01% | +3,056 | New |
| Ritholtz Wealth Management | 3,037 | $250.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Erste Asset Management GmbH | 3,000 | $247.6K | 0.00% | −5,080−62.9% | Reduced |
| 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 |
| Silvercrest Asset Management Group LLC | 2,950 | $243.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,851 | $234.0K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,821 | $232.0K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,797 | $230.0K | 0.01% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 2,765 | $228.0K | 0.08% | +10.0% | Added |
| 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 |
| 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 |
| Wealth Alliance | 2,680 | $221.0K | 0.04% | +2,680 | New |
| Coldstream Capital Management Inc | 2,659 | $219.0K | 0.01% | +2,659 | New |
| Acadian Asset Management LLC | 2,583 | $211.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Treynor Bancshares, Inc. | 2,533 | $209.0K | 0.13% | +2,533 | 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 |
| 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 |
| IndexIQ Advisors LLC | 2,263 | $186.0K | 0.01% | −77−3.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 2,250 | $185.0K | 0.06% | 00.0% | Unchanged |
| Schroder Investment Management Group | 2,231 | $184.0K | 0.00% | −13,541−85.9% | Reduced |
| Vigilant Capital Management, LLC | 2,179 | $180.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,170 | $179.0K | 0.03% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,016 | $166.0K | 0.24% | +2,016 | New |
| Ameritas Investment Partners, Inc. | 1,914 | $158.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,896 | $156.0K | 0.00% | +149+8.5% | Added |
| O'Dell Group, LLC | 1,800 | $148.0K | 0.04% | 00.0% | Unchanged |
| Fifth Lane Capital, LP | 1,761 | $145.0K | 0.09% | +1,761 | New |
| Vestcor Inc | 1,753 | $144.0K | 0.01% | −345−16.4% | Reduced |
| Banque Cantonale Vaudoise | 1,738 | $143.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,410 | $116.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,379 | $115.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,282 | $106.0K | 0.00% | +1,282 | New |
| Heritage Wealth Advisors | 1,273 | $105.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,243 | $102.4K | 0.01% | +28+2.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,242 | $102.0K | 0.00% | −4,943−79.9% | Reduced |
| Optimum Investment Advisors | 1,125 | $93.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Ci Investments Inc. | 1,108 | $91.0K | 0.00% | −1,172−51.4% | 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 |
| State of Wyoming | 989 | $82.0K | 0.04% | −15−1.5% | Reduced |
| Snowden Capital Advisors LLC | 995 | $81.0K | 0.00% | −3,863−79.5% | Reduced |
| 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 |
| JFS Wealth Advisors, LLC | 874 | $72.0K | 0.01% | +105+13.7% | Added |
| West Paces Advisors Inc. | 825 | $68.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 799 | $66.0K | 0.04% | +19+2.4% | Added |
| NEXT Financial Group, Inc | 771 | $64.0K | 0.00% | +29+3.9% | Added |
| CWM, LLC | 773 | $64.0K | 0.00% | +773 | New |
| St. Johns Investment Management Company, LLC | 750 | $62.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 692 | $57.0K | 0.01% | −191−21.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 676 | $55.7K | 0.00% | −5−0.7% | Reduced |
| Carroll Financial Associates, Inc. | 600 | $48.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 555 | $46.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 564 | $46.0K | 0.01% | +564 | New |
| PEAK6 Investments LLC | 519 | $43.0K | 0.00% | +519 | New |
| Quadrant Capital Group LLC | 512 | $42.0K | 0.01% | −35−6.4% | Reduced |
| Tobam | 492 | $41.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 498 | $41.0K | 0.01% | +7+1.4% | Added |
| Duncker Streett & Co Inc | 450 | $37.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 436 | $36.0K | 0.05% | +436 | New |
| Whittier Trust Co | 428 | $35.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 411 | $34.0K | 0.03% | +411 | New |
| Huntington National Bank | 388 | $32.0K | 0.00% | +8+2.1% | Added |
| 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 |