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, Q2 2022
Institutional positions in Berkley W R Corp as of Jun 30, 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
- 665
- +59 vs. Q1 2022
- Shares held
- 184.0M
- +4.21M (+2.3%) vs. Q1 2022
- Total value
- $12.6B
- +$584.8M (+4.9%) vs. Q1 2022
- New holders
- 110
- 234 more added
- Sold out
- 51
- 213 more reduced
11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 13 | $0 | 0.00% | −48−78.7% | Reduced |
| Assetmark, Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | +2+50.0% | Added |
| Curi Capital | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 7 | $0 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 4 | $0 | 0.00% | +4 | New |
| Win Advisors, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Burleson & Company, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 18 | $1.00K | 0.00% | +18 | New |
| C M Bidwell & Associates Ltd | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Goodman Advisory Group, LLC | 31 | $2.00K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 36 | $2.46K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 51 | $3.00K | 0.00% | −1−1.9% | Reduced |
| Pacifica Partners Inc. | 43 | $3.00K | 0.00% | +14+48.3% | Added |
| Disciplined Investments, LLC | 50 | $3.00K | 0.00% | +10+25.0% | Added |
| Beacon Capital Management, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 43 | $3.00K | 0.00% | +14+48.3% | Added |
| Allworth Financial LP | 46 | $3.00K | 0.00% | +39+557.1% | Added |
| MCF Advisors LLC | 55 | $4.00K | 0.00% | +3+5.8% | Added |
| Glassman Wealth Services | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 57 | $4.00K | 0.00% | +27+90.0% | Added |
| MUFG Americas Holdings Corp | 73 | $5.00K | 0.00% | −1−1.4% | Reduced |
| Crewe Advisors LLC | 72 | $5.00K | 0.00% | +72 | New |
| Steward Financial Group LLC | 78 | $5.00K | 0.00% | +78 | New |
| Fieldpoint Private Securities, LLC | 82 | $6.00K | 0.00% | −243−74.8% | Reduced |
| Earnest Partners LLC | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 109 | $7.00K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 97 | $7.00K | 0.00% | −15−13.4% | Reduced |
| Retirement Group, LLC | 98 | $7.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 99 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 96 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 108 | $7.00K | 0.00% | +33+44.0% | Added |
| Johnson Financial Group, Inc. | 100 | $7.00K | 0.00% | +100 | New |
| HHM Wealth Advisors, LLC | 97 | $7.00K | 0.00% | +97 | New |
| Rockbridge Investment Management, LCC | 112 | $7.65K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 114 | $8.00K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 111 | $8.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 117 | $8.00K | 0.01% | +70+148.9% | Added |
| Asset Dedication, LLC | 133 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 127 | $9.00K | 0.00% | +4+3.3% | Added |
| Stuart Chaussee & Associates, Inc. | 145 | $10.0K | 0.02% | −1−0.7% | Reduced |
| Versant Capital Management, Inc | 145 | $10.0K | 0.00% | −1−0.7% | Reduced |
| Ellevest, Inc. | 143 | $10.0K | 0.00% | +5+3.6% | Added |
| Brown Brothers Harriman & Co | 165 | $11.0K | 0.00% | −2−1.2% | Reduced |
| Zions Bancorporation, N.A. | 165 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 164 | $11.0K | 0.00% | +164 | New |
| TFC Financial Management | 186 | $13.0K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 198 | $14.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 200 | $14.0K | 0.00% | +200 | New |
| Riverview Trust Co | 240 | $16.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 240 | $17.0K | 0.00% | −11−4.4% | Reduced |
| Huntington National Bank | 306 | $21.0K | 0.00% | +19+6.6% | Added |
| Parallel Advisors, LLC | 328 | $22.0K | 0.00% | −30−8.4% | Reduced |
| First Horizon Advisors, Inc. | 321 | $22.0K | 0.00% | −9−2.7% | Reduced |
| CVA Family Office, LLC | 322 | $22.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 315 | $22.0K | 0.00% | +50+18.9% | Added |
| Spire Wealth Management | 335 | $23.0K | 0.00% | −38−10.2% | Reduced |
| SeaCrest Wealth Management, LLC | 335 | $23.0K | 0.00% | +335 | New |
| Massmutual Trust Co FSB | 356 | $24.0K | 0.00% | +26+7.9% | Added |
| Larson Financial Group LLC | 373 | $25.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 407 | $25.0K | 0.01% | +407 | New |
| Tilia Fiduciary Partners, Inc. | 392 | $26.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 427 | $29.0K | 0.01% | +245+134.6% | Added |
| Wolff Wiese Magana LLC | 436 | $30.0K | 0.02% | −12−2.7% | Reduced |
| Trust Co | 438 | $30.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 438 | $30.0K | 0.01% | +352+409.3% | Added |
| PFS Partners, LLC | 453 | $30.9K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 450 | $31.0K | 0.03% | +150+50.0% | Added |
| Clearstead Advisors, LLC | 463 | $32.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 486 | $33.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 496 | $34.0K | 0.01% | +496 | New |
| Clearview Wealth Advisors LLC | 533 | $36.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 521 | $36.0K | 0.00% | +88+20.3% | Added |
| Benjamin Edwards Inc | 560 | $38.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 577 | $39.0K | 0.00% | +93+19.2% | Added |
| Whittier Trust Co of Nevada Inc | 607 | $41.0K | 0.00% | +395+186.3% | Added |
| Duncker Streett & Co Inc | 675 | $46.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 673 | $46.0K | 0.00% | +149+28.4% | Added |
| Whittier Trust Co | 686 | $47.0K | 0.00% | +248+56.6% | Added |
| Atlas Capital Advisors LLC | 722 | $49.3K | 0.01% | +722 | New |
| Ronald Blue Trust, Inc. | 779 | $52.0K | 0.00% | +779 | New |
| Quadrant Capital Group LLC | 782 | $53.0K | 0.01% | +9+1.2% | Added |
| Pinnacle Bancorp, Inc. | 832 | $57.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 870 | $59.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 877 | $60.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 958 | $65.0K | 0.02% | +958 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,056 | $72.0K | 0.00% | +1,056 | New |
| Money Concepts Capital Corp | 1,087 | $75.0K | 0.01% | −615−36.1% | Reduced |
| St. Johns Investment Management Company, LLC | 1,125 | $77.0K | 0.05% | −1,621−59.0% | Reduced |
| Covestor Ltd | 1,209 | $83.0K | 0.07% | −3−0.2% | Reduced |