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, Q1 2022
Institutional positions in Berkley W R Corp as of Mar 31, 2022. 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
- 617
- +46 vs. Q4 2021
- Shares held
- 181.8M
- +59.1M (+48.2%) vs. Q4 2021
- Total value
- $12.1B
- +$2.02B (+20.0%) vs. Q4 2021
- New holders
- 105
- 467 more added
- Sold out
- 59
- 40 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 7 | $0 | 0.00% | +2+40.0% | Added |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +1+33.3% | Added |
| Curi Capital | 4 | $0 | 0.00% | +1+33.3% | Added |
| Capstone Investment Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| Allworth Financial LP | 7 | $0 | 0.00% | +7 | New |
| GoalVest Advisory LLC | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 7 | $0 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | – | $199 | 0.00% | – | – |
| Exane Derivatives | 4 | $266 | 0.00% | +1+33.3% | Added |
| Tarbox Family Office, Inc. | 12 | $1.00K | 0.00% | −193−94.1% | Reduced |
| Manchester Capital Management LLC | 22 | $1.00K | 0.00% | +7+46.7% | Added |
| Win Advisors, Inc | 9 | $1.00K | 0.00% | +9 | New |
| Lake Point Wealth Management | 34 | $2.00K | 0.00% | −206−85.8% | Reduced |
| Tradewinds Capital Management, LLC | 38 | $2.00K | 0.00% | +13+52.0% | Added |
| Lindbrook Capital, LLC | 30 | $2.00K | 0.00% | +10+50.0% | Added |
| C M Bidwell & Associates Ltd | 27 | $2.00K | 0.00% | +9+50.0% | Added |
| Lenox Wealth Advisors, LLC | 34 | $2.00K | 0.00% | +16+88.9% | Added |
| Addison Advisors LLC | 29 | $2.00K | 0.00% | +13+81.3% | Added |
| Raffa Wealth Management, LLC | 36 | $2.40K | 0.00% | +12+50.0% | Added |
| Copeland Capital Management, LLC | 46 | $3.00K | 0.00% | +15+48.4% | Added |
| Glassman Wealth Services | 52 | $3.00K | 0.00% | +17+48.6% | Added |
| Aua Capital Management, LLC | 52 | $3.00K | 0.00% | +17+48.6% | Added |
| Financial Management Professionals, Inc. | 43 | $3.00K | 0.00% | +23+115.0% | Added |
| Pacifica Partners Inc. | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 47 | $3.00K | 0.00% | +26+123.8% | Added |
| MCF Advisors LLC | 52 | $3.00K | 0.00% | +52 | New |
| Disciplined Investments, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Beacon Capital Management, LLC | 43 | $3.00K | 0.00% | +43 | New |
| SOA Wealth Advisors, LLC. | 61 | $4.00K | 0.00% | +20+48.8% | Added |
| MUFG Americas Holdings Corp | 74 | $5.00K | 0.00% | −44−37.3% | Reduced |
| Pittenger & Anderson Inc | 75 | $5.00K | 0.00% | +25+50.0% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 76 | $5.00K | 0.00% | +26+52.0% | Added |
| Cordant, Inc. | 76 | $5.00K | 0.00% | +76 | New |
| Earnest Partners LLC | 90 | $6.00K | 0.00% | +30+50.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 90 | $6.00K | 0.00% | +30+50.0% | Added |
| BerganKDV Wealth Management, LLC | 87 | $6.00K | 0.00% | +29+50.0% | Added |
| Zullo Investment Group, Inc. | 96 | $6.00K | 0.00% | +32+50.0% | Added |
| Clear Street Markets LLC | 86 | $6.00K | 0.00% | +86 | New |
| Laffer Tengler Investments | 99 | $6.59K | 0.00% | +99 | New |
| Farmers & Merchants Investments Inc | 111 | $7.00K | 0.00% | +37+50.0% | Added |
| Rocky Mountain Advisers, LLC | 109 | $7.00K | 0.01% | +36+49.3% | Added |
| West Branch Capital LLC | 112 | $7.00K | 0.00% | +37+49.3% | Added |
| Concord Wealth Partners | 99 | $7.00K | 0.00% | +26+35.6% | Added |
| Retirement Group, LLC | 98 | $7.00K | 0.00% | +32+48.5% | Added |
| Aquatic Capital Management LLC | 100 | $7.00K | 0.01% | +100 | New |
| Rockbridge Investment Management, LCC | 112 | $7.54K | 0.00% | −1,298−92.1% | Reduced |
| Cordasco Financial Network | 114 | $8.00K | 0.01% | +38+50.0% | Added |
| Evoke Wealth, LLC | 116 | $8.00K | 0.00% | +38+48.7% | Added |
| Global Retirement Partners, LLC | 123 | $8.00K | 0.00% | +123 | New |
| Ellevest, Inc. | 138 | $9.00K | 0.00% | +46+50.0% | Added |
| Asset Dedication, LLC | 133 | $9.00K | 0.00% | +44+49.4% | Added |
| Dravo Bay LLC | 150 | $9.99K | 0.01% | +150 | New |
| Stuart Chaussee & Associates, Inc. | 146 | $10.0K | 0.00% | +49+50.5% | Added |
| Versant Capital Management, Inc | 146 | $10.0K | 0.00% | +43+41.7% | Added |
| Brown Brothers Harriman & Co | 167 | $11.0K | 0.00% | −7−4.0% | Reduced |
| Zions Bancorporation, N.A. | 165 | $11.0K | 0.00% | +54+48.6% | Added |
| TFC Financial Management | 186 | $12.0K | 0.00% | +62+50.0% | Added |
| Parkside Financial Bank & Trust | 182 | $12.0K | 0.00% | +120+193.5% | Added |
| Spartan Planning & Wealth Management | 198 | $13.0K | 0.02% | +198 | New |
| Bellwether Advisors, LLC | 223 | $14.0K | 0.00% | +74+49.7% | Added |
| Whittier Trust Co of Nevada Inc | 212 | $14.0K | 0.00% | +212 | New |
| Capital Advisory Group Advisory Services, LLC | 216 | $14.0K | 0.01% | +216 | New |
| Riverview Trust Co | 240 | $16.0K | 0.01% | +240 | New |
| Prestige Wealth Management Group LLC | 251 | $17.0K | 0.00% | +72+40.2% | Added |
| Bogart Wealth, LLC | 265 | $18.0K | 0.00% | +88+49.7% | Added |
| TCWP LLC | 275 | $18.0K | 0.00% | +275 | New |
| Huntington National Bank | 287 | $19.0K | 0.00% | −101−26.0% | Reduced |
| Hoese & Co LLP | 300 | $20.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 322 | $21.0K | 0.01% | +197+157.6% | Added |
| Massmutual Trust Co FSB | 330 | $22.0K | 0.00% | +117+54.9% | Added |
| Fieldpoint Private Securities, LLC | 325 | $22.0K | 0.00% | +107+49.1% | Added |
| Fortitude Advisory Group L.L.C. | 330 | $22.0K | 0.01% | +110+50.0% | Added |
| First Horizon Advisors, Inc. | 330 | $22.0K | 0.00% | +296+870.6% | Added |
| Parallel Advisors, LLC | 358 | $24.0K | 0.00% | +89+33.1% | Added |
| Spire Wealth Management | 373 | $25.0K | 0.00% | −738−66.4% | Reduced |
| Larson Financial Group LLC | 373 | $25.0K | 0.00% | +125+50.4% | Added |
| Tilia Fiduciary Partners, Inc. | 392 | $26.0K | 0.02% | −19−4.6% | Reduced |
| Whittier Trust Co | 438 | $29.0K | 0.00% | +10+2.3% | Added |
| Trust Co | 438 | $29.0K | 0.01% | +146+50.0% | Added |
| Signaturefd, LLC | 433 | $29.0K | 0.00% | +148+51.9% | Added |
| Wolff Wiese Magana LLC | 448 | $30.0K | 0.02% | +148+49.3% | Added |
| PFS Partners, LLC | 453 | $30.2K | 0.03% | +151+50.0% | Added |
| Clearstead Advisors, LLC | 463 | $31.0K | 0.00% | +413+826.0% | Added |
| First Manhattan Co | 486 | $32.0K | 0.00% | +162+50.0% | Added |
| Washington Trust Advisors, Inc. | 484 | $32.0K | 0.00% | +441+1,025.6% | Added |
| Gemmer Asset Management LLC | 532 | $35.0K | 0.00% | +177+49.9% | Added |
| Bessemer Group Inc | 524 | $35.0K | 0.00% | +195+59.3% | Added |
| Clearview Wealth Advisors LLC | 533 | $36.0K | 0.02% | +177+49.7% | Added |
| Benjamin Edwards Inc | 560 | $37.0K | 0.01% | +206+58.2% | Added |
| Duncker Streett & Co Inc | 675 | $45.0K | 0.01% | +225+50.0% | Added |
| Bedel Financial Consulting, Inc. | 748 | $50.0K | 0.02% | +250+50.2% | Added |
| Quadrant Capital Group LLC | 773 | $51.0K | 0.01% | +261+51.0% | Added |
| Pinnacle Bancorp, Inc. | 832 | $55.0K | 0.02% | +277+49.9% | Added |
| Catalyst Capital Advisors LLC | 860 | $57.0K | 0.00% | +860 | New |
| Deseret Mutual Benefit Administrators | 877 | $58.0K | 0.01% | +185+26.7% | Added |
| Quent Capital, LLC | 870 | $58.0K | 0.01% | +306+54.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 899 | $61.0K | 0.00% | +899 | New |
| Tobam | 1,020 | $68.0K | 0.00% | +528+107.3% | Added |
| Federated Hermes, Inc. | 1,176 | $78.0K | 0.00% | +1,176 | New |
| Covestor Ltd | 1,212 | $81.0K | 0.06% | +776+178.0% | Added |