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 |
|---|---|---|---|---|---|
| State of Wyoming | 1,224 | $82.0K | 0.04% | +235+23.8% | Added |
| Eagle Bay Advisors LLC | 1,236 | $82.0K | 0.07% | +437+54.7% | Added |
| West Paces Advisors Inc. | 1,237 | $82.4K | 0.03% | +412+49.9% | Added |
| CWM, LLC | 1,246 | $83.0K | 0.00% | +473+61.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,290 | $86.0K | 0.00% | +1,156+862.7% | Added |
| JFS Wealth Advisors, LLC | 1,334 | $89.0K | 0.01% | +460+52.6% | Added |
| Sentry Investment Management LLC | 1,427 | $95.0K | 0.03% | +316+28.4% | Added |
| Annapolis Financial Services, LLC | 1,438 | $96.0K | 0.03% | +479+49.9% | Added |
| Cambridge Trust Co | 1,474 | $98.0K | 0.00% | +425+40.5% | Added |
| Geneos Wealth Management Inc. | 1,583 | $105.0K | 0.00% | +529+50.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,577 | $105.0K | 0.00% | +623+65.3% | Added |
| Optimum Investment Advisors | 1,687 | $112.0K | 0.05% | +562+50.0% | Added |
| Money Concepts Capital Corp | 1,702 | $113.0K | 0.01% | +1,702 | New |
| Vigilant Capital Management, LLC | 1,768 | $118.0K | 0.01% | −411−18.9% | Reduced |
| Neo Ivy Capital Management | 1,808 | $120.0K | 0.11% | −208−10.3% | Reduced |
| Heritage Wealth Advisors | 1,909 | $127.0K | 0.01% | +636+50.0% | Added |
| Globeflex Capital L P | 2,106 | $140.0K | 0.03% | +2,106 | New |
| Koshinski Asset Management, Inc. | 2,119 | $141.1K | 0.01% | +876+70.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,130 | $142.0K | 0.02% | −40−1.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,228 | $148.3K | 0.00% | +1,552+229.6% | Added |
| Banque Cantonale Vaudoise | 2,606 | $173.0K | 0.01% | +868+49.9% | Added |
| Altshuler Shaham Ltd | 2,675 | $178.0K | 0.00% | +2,675 | New |
| O'Dell Group, LLC | 2,700 | $180.0K | 0.05% | +900+50.0% | Added |
| St. Johns Investment Management Company, LLC | 2,746 | $183.0K | 0.10% | +1,996+266.1% | Added |
| Ameritas Investment Partners, Inc. | 2,871 | $191.0K | 0.01% | +957+50.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 2,887 | $192.0K | 0.06% | +637+28.3% | Added |
| Fifth Third Bancorp | 2,945 | $196.0K | 0.00% | +1,049+55.3% | Added |
| Cetera Advisor Networks LLC | 3,004 | $200.0K | 0.00% | +3,004 | New |
| Evercore Wealth Management, LLC | 3,075 | $205.0K | 0.00% | +3,075 | New |
| Vantage Consulting Group Inc | 3,097 | $206.0K | 0.08% | +367+13.4% | Added |
| Syntax Advisors, LLC | 3,097 | $206.0K | 0.17% | +367+13.4% | Added |
| Jarislowsky, Fraser Ltd | 3,114 | $207.0K | 0.00% | +3,114 | New |
| Smith Shellnut Wilson LLC | 3,152 | $210.0K | 0.11% | +3,152 | New |
| Nomura Holdings Inc | 3,154 | $212.0K | 0.00% | +3,154 | New |
| IBM Retirement Fund | 3,226 | $215.0K | 0.03% | +3,226 | New |
| Empirical Finance, LLC | 3,257 | $217.0K | 0.02% | +3,257 | New |
| IndexIQ Advisors LLC | 3,295 | $219.0K | 0.01% | +1,032+45.6% | Added |
| Ingalls & Snyder LLC | 3,326 | $221.0K | 0.01% | +3,326 | New |
| Metis Global Partners, LLC | 3,332 | $222.0K | 0.03% | +3,332 | New |
| Vestcor Inc | 3,353 | $223.0K | 0.01% | +1,600+91.3% | Added |
| Schroder Investment Management Group | 3,346 | $224.0K | 0.00% | +1,115+50.0% | Added |
| Simplex Trading, LLC | 3,376 | $224.0K | 0.01% | +3,376 | New |
| Firethorn Wealth Partners, LLC | 3,357 | $224.0K | 0.17% | +3,357 | New |
| Column Capital Advisors, LLC | 3,383 | $225.0K | 0.04% | +646+23.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,400 | $226.0K | 0.01% | +402+13.4% | Added |
| Toroso Investments, LLC | 34,010 | $227.0K | 0.01% | +34,010 | New |
| Nuance Investments, LLC | 3,459 | $230.0K | 0.00% | −958,941−99.6% | Reduced |
| Treynor Bancshares, Inc. | 3,564 | $237.0K | 0.16% | +1,031+40.7% | Added |
| Loomis Sayles & Co L P | 3,570 | $238.0K | 0.00% | +3,570 | New |
| Glenmede Trust Co NA | 3,634 | $241.0K | 0.00% | +1,164+47.1% | Added |
| Osterweis Capital Management Inc | 3,668 | $244.0K | 0.01% | +1,223+50.0% | Added |
| Carlson Capital Management | 3,658 | $244.0K | 0.02% | +3,658 | New |
| Cresset Asset Management, LLC | 3,762 | $250.0K | 0.00% | +1,202+47.0% | Added |
| B. Riley Wealth Management, Inc. | 3,754 | $250.0K | 0.02% | +3,754 | New |
| Zeke Capital Advisors, LLC | 3,809 | $253.0K | 0.01% | +3,809 | New |
| Cigna Investments Inc | 3,805 | $254.0K | 0.03% | +558+17.2% | Added |
| CIBC World Markets Inc. | 3,821 | $254.0K | 0.00% | +3,821 | New |
| Epoch Investment Partners, Inc. | 3,822 | $255.0K | 0.00% | +1,274+50.0% | Added |
| Fermata Advisors, LLC | 3,854 | $257.0K | 0.10% | +1,089+39.4% | Added |
| Coldstream Capital Management Inc | 3,864 | $257.0K | 0.01% | +1,205+45.3% | Added |
| O'Shaughnessy Asset Management, LLC | 3,877 | $258.0K | 0.00% | +3,877 | New |
| Prospera Financial Services Inc | 3,901 | $260.0K | 0.01% | +3,901 | New |
| Blueshift Asset Management, LLC | 4,120 | $274.0K | 0.02% | −15,454−79.0% | Reduced |
| Toth Financial Advisory Corp | 4,125 | $275.0K | 0.04% | +4,125 | New |
| B. Metzler seel. Sohn & Co. AG | 4,160 | $277.0K | 0.00% | +1,386+50.0% | Added |
| Aureus Asset Management, LLC | 4,195 | $279.0K | 0.02% | +1,398+50.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,232 | $282.0K | 0.02% | +1,411+50.0% | Added |
| Natixis Investment Managers International | 4,236 | $282.0K | 0.00% | +4,236 | New |
| Strategy Asset Managers LLC | 4,247 | $283.0K | 0.06% | +4,247 | New |
| M&R Capital Management Inc | 4,276 | $284.0K | 0.06% | +1,425+50.0% | Added |
| Integrated Advisors Network LLC | 4,267 | $284.0K | 0.02% | +4,267 | New |
| Aptus Capital Advisors, LLC | 4,350 | $290.0K | 0.01% | +4,350 | New |
| Balentine LLC | 4,422 | $294.0K | 0.01% | +4,422 | New |
| Silvercrest Asset Management Group LLC | 4,425 | $295.0K | 0.00% | +1,475+50.0% | Added |
| Oppenheimer & Co Inc | 4,500 | $300.0K | 0.01% | +1,500+50.0% | Added |
| Diligent Investors, LLC | 4,500 | $300.0K | 0.09% | +1,500+50.0% | Added |
| Central Trust Co | 4,501 | $300.0K | 0.01% | +3,219+251.1% | Added |
| Presidio Capital Management, LLC | 4,509 | $300.0K | 0.26% | +4,509 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,532 | $301.0K | 0.03% | +1,515+50.2% | Added |
| Erste Asset Management GmbH | 4,500 | $301.9K | 0.01% | +1,500+50.0% | Added |
| Ritholtz Wealth Management | 4,555 | $303.0K | 0.02% | +1,518+50.0% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,518 | $304.0K | 0.17% | +1,500+49.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,604 | $306.0K | 0.00% | +1,111+31.8% | Added |
| Ami Investment Management Inc | 4,609 | $307.0K | 0.14% | +1,487+47.6% | Added |
| YHB Investment Advisors, Inc. | 4,633 | $309.0K | 0.03% | +4,633 | New |
| Gsa Capital Partners LLP | 4,667 | $311.0K | 0.04% | +4,667 | New |
| Eagle Ridge Investment Management | 4,708 | $314.0K | 0.03% | +1,258+36.5% | Added |
| Two Sigma Securities, LLC | 4,720 | $314.0K | 0.04% | +4,720 | New |
| Beacon Pointe Advisors, LLC | 4,715 | $314.0K | 0.00% | +4,715 | New |
| qPULA Trading Management LP | 4,750 | $316.0K | 0.42% | +4,750 | New |
| Regentatlantic Capital LLC | 4,959 | $330.0K | 0.01% | +1,195+31.7% | Added |
| Somerset Trust Co | 4,976 | $331.0K | 0.13% | +1,639+49.1% | Added |
| Bard Financial Services, Inc. | 5,060 | $337.0K | 0.03% | +1,685+49.9% | Added |
| Schechter Investment Advisors, LLC | 5,247 | $349.0K | 0.03% | +1,516+40.6% | Added |
| Stanley-Laman Group, Ltd. | 5,332 | $355.0K | 0.05% | +5,332 | New |
| Eagle Harbor Asset Management Inc | 5,337 | $355.4K | 0.46% | +1,677+45.8% | Added |
| IFP Advisors, Inc | 4,556 | $357.0K | 0.00% | +3,177+230.4% | Added |
| Vident Investment Advisory, LLC | 5,428 | $361.0K | 0.01% | +2,433+81.2% | Added |
| Great Valley Advisor Group, Inc. | 5,451 | $363.0K | 0.02% | +1,317+31.9% | Added |
| Lincoln National Corp | 5,467 | $364.0K | 0.01% | +1,861+51.6% | Added |