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 |
|---|---|---|---|---|---|
| Globeflex Capital L P | 2,106 | $140.0K | 0.03% | +2,106 | New |
| Heritage Wealth Advisors | 1,909 | $127.0K | 0.01% | +636+50.0% | Added |
| Neo Ivy Capital Management | 1,808 | $120.0K | 0.11% | −208−10.3% | Reduced |
| Vigilant Capital Management, LLC | 1,768 | $118.0K | 0.01% | −411−18.9% | Reduced |
| Money Concepts Capital Corp | 1,702 | $113.0K | 0.01% | +1,702 | New |
| Optimum Investment Advisors | 1,687 | $112.0K | 0.05% | +562+50.0% | 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 |
| Cambridge Trust Co | 1,474 | $98.0K | 0.00% | +425+40.5% | Added |
| Annapolis Financial Services, LLC | 1,438 | $96.0K | 0.03% | +479+49.9% | Added |
| Sentry Investment Management LLC | 1,427 | $95.0K | 0.03% | +316+28.4% | Added |
| JFS Wealth Advisors, LLC | 1,334 | $89.0K | 0.01% | +460+52.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,290 | $86.0K | 0.00% | +1,156+862.7% | Added |
| CWM, LLC | 1,246 | $83.0K | 0.00% | +473+61.2% | Added |
| West Paces Advisors Inc. | 1,237 | $82.4K | 0.03% | +412+49.9% | Added |
| 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 |
| Covestor Ltd | 1,212 | $81.0K | 0.06% | +776+178.0% | Added |
| Federated Hermes, Inc. | 1,176 | $78.0K | 0.00% | +1,176 | New |
| Tobam | 1,020 | $68.0K | 0.00% | +528+107.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 899 | $61.0K | 0.00% | +899 | 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 |
| Catalyst Capital Advisors LLC | 860 | $57.0K | 0.00% | +860 | New |
| Pinnacle Bancorp, Inc. | 832 | $55.0K | 0.02% | +277+49.9% | Added |
| Quadrant Capital Group LLC | 773 | $51.0K | 0.01% | +261+51.0% | Added |
| Bedel Financial Consulting, Inc. | 748 | $50.0K | 0.02% | +250+50.2% | Added |
| Duncker Streett & Co Inc | 675 | $45.0K | 0.01% | +225+50.0% | Added |
| Benjamin Edwards Inc | 560 | $37.0K | 0.01% | +206+58.2% | Added |
| Clearview Wealth Advisors LLC | 533 | $36.0K | 0.02% | +177+49.7% | 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 |
| 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 |
| Clearstead Advisors, LLC | 463 | $31.0K | 0.00% | +413+826.0% | Added |
| PFS Partners, LLC | 453 | $30.2K | 0.03% | +151+50.0% | Added |
| Wolff Wiese Magana LLC | 448 | $30.0K | 0.02% | +148+49.3% | Added |
| 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 |
| Tilia Fiduciary Partners, Inc. | 392 | $26.0K | 0.02% | −19−4.6% | Reduced |
| 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 |
| Parallel Advisors, LLC | 358 | $24.0K | 0.00% | +89+33.1% | 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 |
| CVA Family Office, LLC | 322 | $21.0K | 0.01% | +197+157.6% | Added |
| Hoese & Co LLP | 300 | $20.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 287 | $19.0K | 0.00% | −101−26.0% | Reduced |
| Bogart Wealth, LLC | 265 | $18.0K | 0.00% | +88+49.7% | Added |
| TCWP LLC | 275 | $18.0K | 0.00% | +275 | New |
| Prestige Wealth Management Group LLC | 251 | $17.0K | 0.00% | +72+40.2% | Added |
| Riverview Trust Co | 240 | $16.0K | 0.01% | +240 | 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 |
| Spartan Planning & Wealth Management | 198 | $13.0K | 0.02% | +198 | New |
| 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 |
| 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 |
| 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 |
| Dravo Bay LLC | 150 | $9.99K | 0.01% | +150 | New |
| Ellevest, Inc. | 138 | $9.00K | 0.00% | +46+50.0% | Added |
| Asset Dedication, LLC | 133 | $9.00K | 0.00% | +44+49.4% | Added |
| 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 |
| Rockbridge Investment Management, LCC | 112 | $7.54K | 0.00% | −1,298−92.1% | Reduced |
| 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 |
| Laffer Tengler Investments | 99 | $6.59K | 0.00% | +99 | 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 |
| 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 |
| SOA Wealth Advisors, LLC. | 61 | $4.00K | 0.00% | +20+48.8% | 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 |
| Raffa Wealth Management, LLC | 36 | $2.40K | 0.00% | +12+50.0% | Added |
| Lake Point Wealth Management | 34 | $2.00K | 0.00% | −206−85.8% | Reduced |