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 |
|---|---|---|---|---|---|
| Monarch Partners Asset Management LLC | 12,129 | $828.0K | 0.23% | +12,129 | New |
| Stephens Inc | 12,213 | $834.0K | 0.02% | −26−0.2% | Reduced |
| HighPoint Advisor Group LLC | 12,406 | $843.0K | 0.09% | +12,406 | New |
| Louisiana State Employees Retirement System | 13,300 | $851.0K | 0.02% | +100+0.8% | Added |
| PDT Partners, LLC | 12,538 | $856.0K | 0.08% | −18,010−59.0% | Reduced |
| Metropolitan Life Insurance Co | 12,618 | $861.3K | 0.04% | −311−2.4% | Reduced |
| Ci Investments Inc. | 12,653 | $863.0K | 0.00% | −245−1.9% | Reduced |
| Horizon Investment Services, LLC | 12,661 | $864.0K | 0.57% | +12,661 | New |
| Nordea Investment Management AB | 12,917 | $865.0K | 0.00% | +1,440+12.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 12,687 | $866.0K | 0.60% | +753+6.3% | Added |
| Bellevue Asset Management, LLC | 12,750 | $872.0K | 0.64% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,963 | $885.0K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 12,960 | $885.0K | 0.00% | +9,139+239.2% | Added |
| Ossiam | 13,089 | $893.0K | 0.03% | −783−5.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,277 | $906.0K | 0.02% | +97+0.7% | Added |
| Tower Research Capital LLC (TRC) | 13,390 | $914.0K | 0.02% | −14,692−52.3% | Reduced |
| Axxcess Wealth Management, LLC | 13,569 | $926.0K | 0.09% | −2,611−16.1% | Reduced |
| St. James Investment Advisors, LLC | 13,690 | $942.0K | 1.90% | +13,690 | New |
| USA Financial Portformulas Corp | 13,842 | $945.0K | 1.18% | +1,807+15.0% | Added |
| AGF Investments LLC | 13,866 | $946.0K | 0.09% | +13,866 | New |
| PEAK6 Investments LLC | 15,921 | $948.3K | 0.02% | +15,921 | New |
| Stegent Equity Advisors, Inc. | 13,915 | $950.0K | 1.23% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13,994 | $955.0K | 0.25% | +193+1.4% | Added |
| Beck Bode, LLC | 14,044 | $959.0K | 0.20% | +14,044 | New |
| Wealth Quarterback LLC | 14,292 | $976.0K | 0.76% | +14,292 | New |
| Hilltop Holdings Inc. | 14,451 | $987.0K | 0.13% | −1,320−8.4% | Reduced |
| Private Advisory Group LLC | 14,595 | $996.0K | 0.23% | +14,595 | New |
| Westpac Banking Corp | 14,626 | $998.4K | 0.01% | −2,223−13.2% | Reduced |
| Marietta Investment Partners LLC | 14,743 | $1.01M | 0.30% | +14,743 | New |
| Crossmark Global Holdings, Inc. | 14,802 | $1.01M | 0.03% | +1,329+9.9% | Added |
| Balentine LLC | 14,868 | $1.01M | 0.04% | +10,446+236.2% | Added |
| Procyon Private Wealth Partners, LLC | 15,210 | $1.04M | 0.23% | −50.0% | Reduced |
| Twin Capital Management Inc | 15,420 | $1.05M | 0.13% | −165−1.1% | Reduced |
| Kentucky Retirement Systems | 15,549 | $1.06M | 0.04% | +2,196+16.4% | Added |
| Schroder Investment Management Group | 15,750 | $1.06M | 0.00% | +12,404+370.7% | Added |
| LVW Advisors, LLC | 15,601 | $1.06M | 0.22% | +576+3.8% | Added |
| Waverton Investment Management Ltd | 15,727 | $1.07M | 0.04% | +2,850+22.1% | Added |
| Maryland State Retirement & Pension System | 15,960 | $1.09M | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 16,006 | $1.09M | 0.05% | +1,649+11.5% | Added |
| Personal Cfo Solutions, LLC | 16,088 | $1.10M | 0.26% | +20.0% | Added |
| Vestcor Inc | 16,102 | $1.10M | 0.04% | +12,749+380.2% | Added |
| Trust Co of Vermont | 16,116 | $1.10M | 0.08% | −39−0.2% | Reduced |
| M&T Bank Corp | 17,193 | $1.12M | 0.01% | +736+4.5% | Added |
| Grace & White Inc | 16,580 | $1.13M | 0.24% | −10.0% | Reduced |
| Elo Mutual Pension Insurance Co | 16,671 | $1.14M | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 16,834 | $1.15M | 0.02% | +5,813+52.7% | Added |
| Nicholas Investment Partners, LP | 16,864 | $1.15M | 0.11% | −4,659−21.6% | Reduced |
| Securian Asset Management, Inc | 16,906 | $1.15M | 0.03% | +142+0.8% | Added |
| DF Dent & Co Inc | 17,006 | $1.16M | 0.02% | −1,092−6.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 17,099 | $1.17M | 0.15% | −264−1.5% | Reduced |
| Annandale Capital, LLC | 17,271 | $1.18M | 0.47% | 00.0% | Unchanged |
| Advisor OS, LLC | 17,411 | $1.19M | 0.35% | +1,507+9.5% | Added |
| Insight Inv LLC | 17,340 | $1.19M | 1.21% | −100−0.6% | Reduced |
| Sawtooth Solutions, LLC | 17,642 | $1.21M | 0.16% | +5,433+44.5% | Added |
| First Hawaiian Bank | 17,983 | $1.23M | 0.04% | −20.0% | Reduced |
| Advisory Services Network, LLC | 18,138 | $1.24M | 0.04% | +3,736+25.9% | Added |
| Guggenheim Capital LLC | 18,277 | $1.25M | 0.01% | −22,452−55.1% | Reduced |
| Toews Corp | 18,500 | $1.26M | 0.84% | +12,500+208.3% | Added |
| Canada Pension Plan Investment Board | 18,547 | $1.27M | 0.00% | +12,247+194.4% | Added |
| Hanlon Investment Management, Inc. | 18,719 | $1.28M | 0.31% | +974+5.5% | Added |
| H. L. Ormond & Company, LLC | 18,880 | $1.29M | 2.09% | −719−3.7% | Reduced |
| Public Employees Retirement Association of Colorado | 19,096 | $1.30M | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 19,192 | $1.31M | 0.03% | +5,650+41.7% | Added |
| Capital Asset Advisory Services LLC | 19,380 | $1.33M | 0.15% | +299+1.6% | Added |
| Elgethun Capital Management | 19,810 | $1.34M | 0.52% | +100+0.5% | Added |
| Prelude Capital Management, LLC | 19,716 | $1.35M | 0.07% | +19,716 | New |
| Banco Santander, S.A. | 19,953 | $1.36M | 0.02% | −128,719−86.6% | Reduced |
| Public Sector Pension Investment Board | 19,979 | $1.36M | 0.01% | −9,301−31.8% | Reduced |
| Intech Investment Management LLC | 20,007 | $1.36M | 0.01% | +20,007 | New |
| Kingsview Wealth Management, LLC | 20,300 | $1.39M | 0.07% | +20,300 | New |
| MML Investors Services, LLC | 20,647 | $1.41M | 0.01% | +8,439+69.1% | Added |
| McLean Asset Management Corp | 20,740 | $1.41M | 0.56% | +31+0.1% | Added |
| Capital Fund Management S.A. | 20,773 | $1.42M | 0.04% | +20,773 | New |
| Creative Planning | 21,174 | $1.45M | 0.00% | +1,281+6.4% | Added |
| SG Americas Securities, LLC | 21,171 | $1.45M | 0.02% | +13,400+172.4% | Added |
| CX Institutional | 21,371 | $1.46M | 0.11% | −3,694−14.7% | Reduced |
| Bellwether Advisors, LLC | 21,408 | $1.46M | 0.47% | +21,185+9,500.0% | Added |
| Leavell Investment Management, Inc. | 21,593 | $1.49M | 0.11% | −10.0% | Reduced |
| SRB Corp | 22,487 | $1.53M | 0.10% | −3,147−12.3% | Reduced |
| Teza Capital Management LLC | 23,072 | $1.57M | 0.60% | +23,072 | New |
| Mirae Asset Global Investments Co., Ltd. | 23,324 | $1.59M | 0.00% | −9,851−29.7% | Reduced |
| Nissay Asset Management Corp | 23,756 | $1.62M | 0.02% | +246+1.0% | Added |
| CIBC Private Wealth Group, LLC | 24,153 | $1.65M | 0.00% | −3,973−14.1% | Reduced |
| British Columbia Investment Management Corp | 24,510 | $1.67M | 0.02% | −8,216−25.1% | Reduced |
| Meeder Asset Management Inc | 24,579 | $1.68M | 0.10% | +18,202+285.4% | Added |
| Willow Creek Wealth Management Inc. | 24,655 | $1.68M | 0.31% | 00.0% | Unchanged |
| Mariner, LLC | 24,663 | $1.68M | 0.01% | +4,722+23.7% | Added |
| Mercer Global Advisors Inc | 24,873 | $1.70M | 0.01% | +3,859+18.4% | Added |
| PCJ Investment Counsel Ltd. | 25,000 | $1.71M | 0.85% | −15,000−37.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 25,048 | $1.71M | 0.01% | −3,385−11.9% | Reduced |
| Raymond James Trust N.A. | 25,223 | $1.72M | 0.06% | −797−3.1% | Reduced |
| Employees Retirement System of Texas | 26,037 | $1.78M | 0.03% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 26,098 | $1.78M | 0.07% | +13,962+115.0% | Added |
| Arrowstreet Capital, Limited Partnership | 26,314 | $1.80M | 0.00% | +26,314 | New |
| Commonwealth Equity Services, LLC | 26,390 | $1.80M | 0.00% | +7,114+36.9% | Added |
| Lazard Asset Management LLC | 26,447 | $1.80M | 0.00% | +3,436+14.9% | Added |
| Dean Investment Associates, LLC | 26,577 | $1.81M | 0.35% | −277−1.0% | Reduced |
| Agate Pass Investment Management, LLC | 27,010 | $1.84M | 1.30% | +478+1.8% | Added |
| CIBC Asset Management Inc | 27,175 | $1.85M | 0.01% | +5,398+24.8% | Added |
| Wealthfront Advisers LLC | 27,218 | $1.86M | 0.01% | +21,559+381.0% | Added |