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 |
|---|---|---|---|---|---|
| BNC Wealth Management, LLC | 6,212 | $414.0K | 0.20% | +6,212 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 6,183 | $412.0K | 0.04% | +2,459+66.0% | Added |
| MAI Capital Management | 6,147 | $409.0K | 0.01% | +2,040+49.7% | Added |
| TrinityPoint Wealth, LLC | 6,147 | $409.0K | 0.07% | +2,055+50.2% | Added |
| Forum Financial Management, LP | 6,135 | $408.0K | 0.02% | +1,995+48.2% | Added |
| Prudential PLC | 6,054 | $403.0K | 0.01% | +6,054 | New |
| Mach-1 Financial Group, Inc. | 6,020 | $400.0K | 0.28% | +2,248+59.6% | Added |
| Toews Corp | 6,000 | $400.0K | 0.07% | +6,000 | New |
| Blair William & Co | 5,975 | $398.0K | 0.00% | +1,392+30.4% | Added |
| Bradley Foster & Sargent Inc | 5,975 | $398.0K | 0.01% | +1,991+50.0% | Added |
| Connectus Wealth, LLC | 4,814 | $397.0K | 0.01% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 5,891 | $392.0K | 0.15% | +1,982+50.7% | Added |
| Wakefield Asset Management LLLP | 5,724 | $381.0K | 0.14% | +5,724 | New |
| Carmel Capital Partners, LLC | 5,700 | $380.0K | 0.32% | +1,900+50.0% | Added |
| Wealthfront Advisers LLC | 5,659 | $376.0K | 0.00% | +2,532+81.0% | Added |
| American Portfolios Advisors | 5,592 | $372.4K | 0.01% | +2,402+75.3% | Added |
| Davenport & Co LLC | 5,481 | $365.0K | 0.00% | +1,699+44.9% | Added |
| Lincoln National Corp | 5,467 | $364.0K | 0.01% | +1,861+51.6% | Added |
| Great Valley Advisor Group, Inc. | 5,451 | $363.0K | 0.02% | +1,317+31.9% | Added |
| Vident Investment Advisory, LLC | 5,428 | $361.0K | 0.01% | +2,433+81.2% | Added |
| IFP Advisors, Inc | 4,556 | $357.0K | 0.00% | +3,177+230.4% | Added |
| Eagle Harbor Asset Management Inc | 5,337 | $355.4K | 0.46% | +1,677+45.8% | Added |
| Stanley-Laman Group, Ltd. | 5,332 | $355.0K | 0.05% | +5,332 | New |
| Schechter Investment Advisors, LLC | 5,247 | $349.0K | 0.03% | +1,516+40.6% | Added |
| Bard Financial Services, Inc. | 5,060 | $337.0K | 0.03% | +1,685+49.9% | Added |
| Somerset Trust Co | 4,976 | $331.0K | 0.13% | +1,639+49.1% | Added |
| Regentatlantic Capital LLC | 4,959 | $330.0K | 0.01% | +1,195+31.7% | Added |
| qPULA Trading Management LP | 4,750 | $316.0K | 0.42% | +4,750 | 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 |
| Gsa Capital Partners LLP | 4,667 | $311.0K | 0.04% | +4,667 | New |
| YHB Investment Advisors, Inc. | 4,633 | $309.0K | 0.03% | +4,633 | New |
| Ami Investment Management Inc | 4,609 | $307.0K | 0.14% | +1,487+47.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,604 | $306.0K | 0.00% | +1,111+31.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,518 | $304.0K | 0.17% | +1,500+49.7% | Added |
| Ritholtz Wealth Management | 4,555 | $303.0K | 0.02% | +1,518+50.0% | Added |
| Erste Asset Management GmbH | 4,500 | $301.9K | 0.01% | +1,500+50.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,532 | $301.0K | 0.03% | +1,515+50.2% | 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 |
| Silvercrest Asset Management Group LLC | 4,425 | $295.0K | 0.00% | +1,475+50.0% | Added |
| Balentine LLC | 4,422 | $294.0K | 0.01% | +4,422 | New |
| Aptus Capital Advisors, LLC | 4,350 | $290.0K | 0.01% | +4,350 | 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 |
| Strategy Asset Managers LLC | 4,247 | $283.0K | 0.06% | +4,247 | New |
| 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 |
| Aureus Asset Management, LLC | 4,195 | $279.0K | 0.02% | +1,398+50.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,160 | $277.0K | 0.00% | +1,386+50.0% | Added |
| Toth Financial Advisory Corp | 4,125 | $275.0K | 0.04% | +4,125 | New |
| Blueshift Asset Management, LLC | 4,120 | $274.0K | 0.02% | −15,454−79.0% | Reduced |
| Prospera Financial Services Inc | 3,901 | $260.0K | 0.01% | +3,901 | New |
| O'Shaughnessy Asset Management, LLC | 3,877 | $258.0K | 0.00% | +3,877 | New |
| 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 |
| Epoch Investment Partners, Inc. | 3,822 | $255.0K | 0.00% | +1,274+50.0% | Added |
| 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 |
| Zeke Capital Advisors, LLC | 3,809 | $253.0K | 0.01% | +3,809 | 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 |
| 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 |
| Glenmede Trust Co NA | 3,634 | $241.0K | 0.00% | +1,164+47.1% | Added |
| Loomis Sayles & Co L P | 3,570 | $238.0K | 0.00% | +3,570 | New |
| Treynor Bancshares, Inc. | 3,564 | $237.0K | 0.16% | +1,031+40.7% | Added |
| Nuance Investments, LLC | 3,459 | $230.0K | 0.00% | −958,941−99.6% | Reduced |
| Toroso Investments, LLC | 34,010 | $227.0K | 0.01% | +34,010 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,400 | $226.0K | 0.01% | +402+13.4% | Added |
| Column Capital Advisors, LLC | 3,383 | $225.0K | 0.04% | +646+23.6% | 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 |
| Vestcor Inc | 3,353 | $223.0K | 0.01% | +1,600+91.3% | Added |
| Metis Global Partners, LLC | 3,332 | $222.0K | 0.03% | +3,332 | New |
| Ingalls & Snyder LLC | 3,326 | $221.0K | 0.01% | +3,326 | New |
| IndexIQ Advisors LLC | 3,295 | $219.0K | 0.01% | +1,032+45.6% | Added |
| Empirical Finance, LLC | 3,257 | $217.0K | 0.02% | +3,257 | New |
| IBM Retirement Fund | 3,226 | $215.0K | 0.03% | +3,226 | New |
| Nomura Holdings Inc | 3,154 | $212.0K | 0.00% | +3,154 | New |
| Smith Shellnut Wilson LLC | 3,152 | $210.0K | 0.11% | +3,152 | New |
| Jarislowsky, Fraser Ltd | 3,114 | $207.0K | 0.00% | +3,114 | 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 |
| Evercore Wealth Management, LLC | 3,075 | $205.0K | 0.00% | +3,075 | New |
| Cetera Advisor Networks LLC | 3,004 | $200.0K | 0.00% | +3,004 | New |
| Fifth Third Bancorp | 2,945 | $196.0K | 0.00% | +1,049+55.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 2,887 | $192.0K | 0.06% | +637+28.3% | Added |
| Ameritas Investment Partners, Inc. | 2,871 | $191.0K | 0.01% | +957+50.0% | Added |
| St. Johns Investment Management Company, LLC | 2,746 | $183.0K | 0.10% | +1,996+266.1% | Added |
| O'Dell Group, LLC | 2,700 | $180.0K | 0.05% | +900+50.0% | Added |
| Altshuler Shaham Ltd | 2,675 | $178.0K | 0.00% | +2,675 | New |
| Banque Cantonale Vaudoise | 2,606 | $173.0K | 0.01% | +868+49.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,228 | $148.3K | 0.00% | +1,552+229.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,130 | $142.0K | 0.02% | −40−1.8% | Reduced |
| Koshinski Asset Management, Inc. | 2,119 | $141.1K | 0.01% | +876+70.5% | Added |