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Livermore
Livermore
ZHEN

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.

Other share classesWRB.PEWRB.PFWRB.PGWRB.PH

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.

Institutional holdersQ2 2022: 665 institutions
Q1 2021: 507 institutionsQ2 2021: 526 institutionsQ3 2021: 513 institutionsQ4 2021: 575 institutionsQ1 2022: 617 institutionsQ2 2022: 665 institutionsQ3 2022: 667 institutionsQ4 2022: 716 institutionsQ1 2023: 693 institutionsQ2 2023: 660 institutionsQ3 2023: 667 institutionsQ4 2023: 728 institutionsQ1 2024: 772 institutionsQ2 2024: 758 institutionsQ3 2024: 800 institutionsQ4 2024: 876 institutionsQ1 2025: 915 institutionsQ2 2025: 923 institutionsQ3 2025: 934 institutionsQ4 2025: 952 institutionsQ1 2026: 926 institutionsQ2 2026: 954 institutions
Value heldQ2 2022: $12.6B
Q1 2021: $9.36BQ2 2021: $9.17BQ3 2021: $9.04BQ4 2021: $10.1BQ1 2022: $12.1BQ2 2022: $12.6BQ3 2022: $11.9BQ4 2022: $13.2BQ1 2023: $11.2BQ2 2023: $10.3BQ3 2023: $11.0BQ4 2023: $12.6BQ1 2024: $15.9BQ2 2024: $13.8BQ3 2024: $14.8BQ4 2024: $15.3BQ1 2025: $18.7BQ2 2025: $18.7BQ3 2025: $18.7BQ4 2025: $19.9BQ1 2026: $18.5BQ2 2026: $19.7B
Institutions holding WRB and their total value by quarter
QuarterHoldersValue
Q2 2026954$19.7B
Q1 2026926$18.5B
Q4 2025952$19.9B
Q3 2025934$18.7B
Q2 2025923$18.7B
Q1 2025915$18.7B
Q4 2024876$15.3B
Q3 2024800$14.8B
Q2 2024758$13.8B
Q1 2024772$15.9B
Q4 2023728$12.6B
Q3 2023667$11.0B
Q2 2023660$10.3B
Q1 2023693$11.2B
Q4 2022716$13.2B
Q3 2022667$11.9B
Q2 2022665$12.6B
Q1 2022617$12.1B
Q4 2021575$10.1B
Q3 2021513$9.04B
Q2 2021526$9.17B
Q1 2021507$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.

Institutions holding WRB in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
West Paces Advisors Inc.1,237$84.4K0.03%00.0%Unchanged
JFS Wealth Advisors, LLC1,273$87.0K0.01%−61−4.6%Reduced
Acadian Asset Management LLC1,310$90.0K0.00%−53,467−97.6%Reduced
Annapolis Financial Services, LLC1,438$98.0K0.04%00.0%Unchanged
CWM, LLC1,472$100.0K0.00%+226+18.1%Added
Cambridge Trust Co1,473$101.0K0.00%−1−0.1%Reduced
NuWave Investment Management, LLC1,515$103.0K0.14%+1,515New
Sentry Investment Management LLC1,522$104.0K0.05%+95+6.7%Added
Geneos Wealth Management Inc.1,583$109.0K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt1,631$111.0K0.01%−2,601−61.5%Reduced
Proequities, Inc.1,670$115.0K0.01%−4,930−74.7%Reduced
Optimum Investment Advisors1,757$120.0K0.06%+70+4.1%Added
State of Wyoming1,748$120.0K0.07%+524+42.8%Added
Vigilant Capital Management, LLC1,768$121.0K0.01%00.0%Unchanged
Neo Ivy Capital Management1,894$129.0K0.35%+86+4.8%Added
Heritage Wealth Advisors1,909$130.0K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,921$131.0K0.00%+344+21.8%Added
Venture Visionary Partners LLC1,974$134.7K0.01%+1,974New
Globeflex Capital L P2,106$144.0K0.04%00.0%Unchanged
Altshuler Shaham Ltd2,127$146.0K0.00%−548−20.5%Reduced
Eagle Bay Advisors LLC2,267$154.7K0.09%+1,031+83.4%Added
Iron Horse Wealth Management, LLC2,265$155.0K0.09%+2,265New
Steward Partners Investment Advisory, LLC2,343$160.0K0.00%+1,053+81.6%Added
Simplex Trading, LLC2,397$163.0K0.01%−979−29.0%Reduced
Convergence Investment Partners, LLC2,483$169.0K0.10%+2,483New
Ameritas Investment Partners, Inc.2,622$178.0K0.01%−249−8.7%Reduced
O'Dell Group, LLC2,700$184.0K0.07%00.0%Unchanged
Central Trust Co2,704$185.0K0.01%−1,797−39.9%Reduced
Global Wealth Management Investment Advisory, Inc.2,887$197.0K0.07%00.0%Unchanged
Column Capital Advisors, LLC2,928$200.0K0.04%−455−13.4%Reduced
Buckingham Strategic Partners2,936$200.0K0.02%+2,936New
Vantage Consulting Group Inc2,990$204.0K0.11%−107−3.5%Reduced
Syntax Advisors, LLC2,990$204.0K0.17%−107−3.5%Reduced
Sheaff Brock Investment Advisors, LLC3,000$205.0K0.02%+3,000New
Trust Investment Advisors3,019$206.0K0.20%+3,019New
Firethorn Wealth Partners, LLC3,375$207.0K0.17%+18+0.5%Added
Smith Shellnut Wilson LLC3,040$208.0K0.13%−112−3.6%Reduced
Prime Capital Investment Advisors, LLC3,041$208.0K0.01%+3,041New
Evercore Wealth Management, LLC3,075$210.0K0.00%00.0%Unchanged
Jarislowsky, Fraser Ltd3,114$212.0K0.00%00.0%Unchanged
Tokio Marine Asset Management Co Ltd3,196$218.0K0.02%+3,196New
O'Neil Global Advisors, Inc.3,228$220.0K0.93%+3,228New
Stanley-Laman Group, Ltd.3,315$226.0K0.04%−2,017−37.8%Reduced
Checchi Capital Advisers, LLC3,608$226.0K0.02%+3,608New
Ingalls & Snyder LLC3,326$227.0K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec3,387$231.2K0.00%+1,159+52.0%Added
IFP Advisors, Inc2,984$233.0K0.01%−1,572−34.5%Reduced
Prospera Financial Services Inc3,415$234.0K0.01%−486−12.5%Reduced
Treynor Bancshares, Inc.3,453$236.0K0.17%−111−3.1%Reduced
Fifth Third Bancorp3,514$240.0K0.00%+569+19.3%Added
Industrial Alliance Investment Management Inc.3,515$240.0K0.01%+3,515New
Quantinno Capital Management LP3,550$242.0K0.03%+3,550New
Old Mission Capital LLC3,570$244.0K0.01%−69,279−95.1%Reduced
Vontobel Holding Ltd.3,636$244.0K0.00%−3,977−52.2%Reduced
IFG Advisory, LLC3,636$248.0K0.03%−3,150−46.4%Reduced
Osterweis Capital Management Inc3,667$250.0K0.02%−10.0%Reduced
Capital Impact Advisors, LLC3,688$252.0K0.23%+3,688New
Pacitti Group Inc.3,785$258.0K0.20%+3,785New
Cerity Partners LLC3,797$259.0K0.00%+3,797New
Loomis Sayles & Co L P3,801$260.0K0.00%+231+6.5%Added
Epoch Investment Partners, Inc.3,822$261.0K0.00%00.0%Unchanged
Zeke Capital Advisors, LLC3,809$261.0K0.02%00.0%Unchanged
Krane Funds Advisors LLC3,862$264.0K0.01%−2,669−40.9%Reduced
Empirical Finance, LLC3,873$264.0K0.03%+616+18.9%Added
Metis Global Partners, LLC3,927$269.0K0.04%+595+17.9%Added
Strategy Asset Managers LLC3,958$270.0K0.08%−289−6.8%Reduced
B. Riley Wealth Management, Inc.3,974$271.0K0.03%+220+5.9%Added
Fox Run Management, L.L.C.4,029$275.0K0.14%−2,485−38.1%Reduced
Silvercrest Asset Management Group LLC4,085$279.0K0.00%−340−7.7%Reduced
Presidio Capital Management, LLC4,097$280.0K0.30%−412−9.1%Reduced
Machina Capital S.A.S.4,100$280.0K0.63%+4,100New
Coldstream Capital Management Inc4,121$282.0K0.01%+257+6.7%Added
Aureus Asset Management, LLC4,195$286.0K0.02%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,246$290.0K0.02%+846+24.9%Added
M&R Capital Management Inc4,276$291.0K0.08%00.0%Unchanged
Erste Asset Management GmbH4,500$303.3K0.01%00.0%Unchanged
Hutchens & Kramer Investment Management Group, LLC4,411$306.0K0.23%−107−2.4%Reduced
Aptus Capital Advisors, LLC4,443$306.0K0.01%+93+2.1%Added
Ami Investment Management Inc4,499$307.0K0.16%−110−2.4%Reduced
Oppenheimer & Co Inc4,500$307.0K0.01%00.0%Unchanged
Diligent Investors, LLC4,500$307.0K0.11%00.0%Unchanged
Natixis Investment Managers International4,518$308.0K0.01%+282+6.7%Added
Mach-1 Financial Group, Inc.4,538$309.0K0.21%−1,482−24.6%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,532$309.0K0.03%00.0%Unchanged
Scotia Capital Inc.4,545$310.0K0.00%+4,545New
Graham Capital Management, L.P.4,595$313.0K0.01%−5,726−55.5%Reduced
YHB Investment Advisors, Inc.4,608$315.0K0.03%−25−0.5%Reduced
Eagle Ridge Investment Management4,708$321.0K0.04%00.0%Unchanged
Integrated Advisors Network LLC4,796$327.0K0.02%+529+12.4%Added
Trustmark National Bank Trust Department4,799$328.0K0.03%+4,799New
American Portfolios Advisors4,907$335.0K0.01%−685−12.2%Reduced
Somerset Trust Co4,904$335.0K0.15%−72−1.4%Reduced
Great Valley Advisor Group, Inc.4,951$338.0K0.02%−500−9.2%Reduced
Regentatlantic Capital LLC4,950$338.0K0.01%−9−0.2%Reduced
Schechter Investment Advisors, LLC4,978$339.0K0.03%−269−5.1%Reduced
Vident Investment Advisory, LLC5,097$345.0K0.01%−331−6.1%Reduced
Bard Financial Services, Inc.5,060$345.0K0.03%00.0%Unchanged
Redpoint Investment Management Pty Ltd5,066$346.0K0.04%+5,066New
Echo Street Capital Management LLC5,150$352.0K0.00%−10,420−66.9%Reduced
Seven Eight Capital, LP5,167$353.0K0.14%−8,507−62.2%Reduced