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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 329 | $27.0K | 0.00% | −1,100−77.0% | Reduced |
| First Manhattan Co | 324 | $26.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 300 | $25.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 300 | $25.0K | 0.02% | +11+3.8% | Added |
| PFS Partners, LLC | 302 | $24.9K | 0.02% | +302 | New |
| Trust Co | 292 | $24.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 285 | $23.0K | 0.00% | +39+15.9% | Added |
| Parallel Advisors, LLC | 269 | $22.0K | 0.00% | +45+20.1% | Added |
| Lake Point Wealth Management | 240 | $20.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 248 | $20.0K | 0.00% | +248 | New |
| 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 |
| Harbour Investments, Inc. | 208 | $17.0K | 0.00% | −736−78.0% | Reduced |
| Tarbox Family Office, Inc. | 205 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Brown Brothers Harriman & Co | 174 | $14.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 176 | $14.0K | 0.00% | +176 | New |
| Bellwether Advisors, LLC | 149 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 134 | $11.0K | 0.00% | −21−13.5% | Reduced |
| 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 |
| 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 |
| 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 |
| Asset Dedication, LLC | 89 | $7.00K | 0.00% | −580−86.7% | Reduced |
| Horizon Financial Services, LLC | 82 | $6.76K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Anchor Investment Management, LLC | 36 | $2.97K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 27 | $2.23K | 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 |
| Raffa Wealth Management, LLC | 24 | $1.98K | 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 |
| Exane Derivatives | 3 | $247 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $164 | 0.00% | – | – |
| 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 |
| Berkley W R Corp | 0 | $0 | 0.00% | −1,287,556−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −85,856−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −77,377−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −72,450−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −68,000−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −60,577−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −52,555−100.0% | Sold out |
| MKP Capital Management, L.L.C. | 0 | $0 | 0.00% | −43,353−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −37,051−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,163−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −10,582−100.0% | Sold out |
| Foster Group, Inc. | 0 | $0 | 0.00% | −9,098−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,997−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −4,824−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,439−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −3,828−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,577−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,178−100.0% | Sold out |
| Hoylecohen, LLC | 0 | $0 | 0.00% | −3,019−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −2,866−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,605−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −1,269−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −1,181−100.0% | Sold out |