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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 8,891 | $607.0K | 0.00% | +31+0.3% | Added |
| Murphy Pohlad Asset Management LLC | 8,812 | $601.0K | 0.26% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 8,725 | $596.0K | 0.35% | −300−3.3% | Reduced |
| Bowling Portfolio Management LLC | 8,607 | $588.0K | 0.15% | +8,607 | New |
| Northwestern Mutual Investment Management Company, LLC | 8,372 | $571.0K | 0.01% | +41+0.5% | Added |
| Cetera Investment Advisers | 8,321 | $568.0K | 0.01% | −22−0.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,193 | $559.0K | 0.01% | −10.0% | Reduced |
| National Asset Management, Inc. | 8,157 | $559.0K | 0.02% | +27+0.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,163 | $557.0K | 0.01% | +4,003+96.2% | Added |
| Toth Financial Advisory Corp | 8,125 | $555.0K | 0.10% | +4,000+97.0% | Added |
| CAPROCK Group, Inc. | 8,042 | $554.0K | 0.05% | +8,042 | New |
| Kestra Advisory Services, LLC | 8,033 | $548.0K | 0.01% | −3,180−28.4% | Reduced |
| Private Trust Co NA | 7,950 | $543.0K | 0.08% | +7,950 | New |
| JSF Financial, LLC | 7,937 | $542.0K | 0.25% | −578−6.8% | Reduced |
| Sigma Planning Corp | 7,932 | $541.0K | 0.02% | −1,767−18.2% | Reduced |
| Snowden Capital Advisors LLC | 7,931 | $541.0K | 0.02% | −344−4.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,851 | $535.9K | 0.00% | +6,952+773.3% | Added |
| Balyasny Asset Management LLC | 7,645 | $522.0K | 0.00% | +7,645 | New |
| American Trust | 7,574 | $517.0K | 0.04% | −689−8.3% | Reduced |
| Veritable, L.P. | 7,495 | $512.0K | 0.01% | +260+3.6% | Added |
| NCM Capital Management, LLC | 7,484 | $511.0K | 0.36% | 00.0% | Unchanged |
| Gratus Capital LLC | 7,415 | $506.0K | 0.06% | 00.0% | Unchanged |
| Commerce Bank | 7,270 | $496.0K | 0.00% | +385+5.6% | Added |
| Advisor Partners LLC | 7,269 | $496.0K | 0.03% | +557+8.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,158 | $489.0K | 0.04% | +975+15.8% | Added |
| Symmetry Partners, LLC | 7,116 | $486.0K | 0.03% | +574+8.8% | Added |
| Umb Bank N A | 7,053 | $482.0K | 0.01% | −20.0% | Reduced |
| Brinker Capital Investments, LLC | 7,020 | $479.0K | 0.01% | +27+0.4% | Added |
| Coastline Trust Co | 7,005 | $478.0K | 0.07% | −86−1.2% | Reduced |
| CFO4Life Group, LLC | 7,648 | $476.0K | 0.12% | +7,648 | New |
| Ritholtz Wealth Management | 6,940 | $474.0K | 0.03% | +2,385+52.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,940 | $474.0K | 0.03% | +6,940 | New |
| Horizon Investments, LLC | 6,942 | $474.0K | 0.02% | +6,942 | New |
| Matrix Private Capital Group LLC | 6,836 | $471.0K | 0.27% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 6,826 | $466.0K | 0.00% | 00.0% | Unchanged |
| Capital CS Group, LLC | 6,826 | $466.0K | 0.49% | +6,826 | New |
| Gifford Fong Associates | 6,750 | $461.0K | 0.11% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 6,734 | $460.0K | 0.01% | +1,920+39.9% | Added |
| AdvisorNet Financial, Inc | 6,537 | $446.0K | 0.04% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 6,525 | $445.0K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 6,505 | $444.0K | 0.47% | +6,505 | New |
| Citadel Investment Advisory, Inc. | 6,628 | $441.0K | 0.30% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 6,523 | $440.0K | 0.01% | −2,554−28.1% | Reduced |
| Cobblestone Capital Advisors LLC | 6,414 | $438.0K | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 6,350 | $433.0K | 0.00% | +6,350 | New |
| MAI Capital Management | 6,322 | $432.0K | 0.01% | +175+2.8% | Added |
| O'Shaughnessy Asset Management, LLC | 6,300 | $430.0K | 0.01% | +2,423+62.5% | Added |
| Prudential PLC | 6,254 | $427.0K | 0.01% | +200+3.3% | Added |
| Blair William & Co | 6,236 | $426.0K | 0.00% | +261+4.4% | Added |
| TrinityPoint Wealth, LLC | 6,147 | $420.0K | 0.09% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,110 | $417.0K | 0.02% | −25−0.4% | Reduced |
| Wealth Alliance | 6,061 | $414.0K | 0.08% | −368−5.7% | Reduced |
| Bradley Foster & Sargent Inc | 5,975 | $408.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,965 | $407.0K | 0.03% | +5,965 | New |
| Qtron Investments LLC | 5,949 | $406.0K | 0.09% | +5,949 | New |
| Davenport & Co LLC | 5,927 | $405.0K | 0.00% | +446+8.1% | Added |
| CWS Financial Advisors, LLC | 5,922 | $404.0K | 0.18% | +31+0.5% | Added |
| Wakefield Asset Management LLLP | 5,724 | $394.0K | 0.17% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 5,600 | $382.3K | 0.12% | +5,600 | New |
| Lincoln National Corp | 5,467 | $373.0K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,451 | $372.0K | 0.01% | −28,559−84.0% | Reduced |
| Pearl River Capital, LLC | 5,424 | $370.0K | 0.09% | +5,424 | New |
| Eagle Harbor Asset Management Inc | 5,337 | $364.3K | 0.56% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 5,325 | $363.0K | 0.34% | −375−6.6% | Reduced |
| Bayesian Capital Management, LP | 5,200 | $355.0K | 0.07% | +5,200 | New |
| Seven Eight Capital, LP | 5,167 | $353.0K | 0.14% | −8,507−62.2% | Reduced |
| Echo Street Capital Management LLC | 5,150 | $352.0K | 0.00% | −10,420−66.9% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,066 | $346.0K | 0.04% | +5,066 | New |
| Vident Investment Advisory, LLC | 5,097 | $345.0K | 0.01% | −331−6.1% | Reduced |
| Bard Financial Services, Inc. | 5,060 | $345.0K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,978 | $339.0K | 0.03% | −269−5.1% | Reduced |
| Great Valley Advisor Group, Inc. | 4,951 | $338.0K | 0.02% | −500−9.2% | Reduced |
| Regentatlantic Capital LLC | 4,950 | $338.0K | 0.01% | −9−0.2% | Reduced |
| Somerset Trust Co | 4,904 | $335.0K | 0.15% | −72−1.4% | Reduced |
| American Portfolios Advisors | 4,907 | $335.0K | 0.01% | −685−12.2% | Reduced |
| Trustmark National Bank Trust Department | 4,799 | $328.0K | 0.03% | +4,799 | New |
| Integrated Advisors Network LLC | 4,796 | $327.0K | 0.02% | +529+12.4% | Added |
| Eagle Ridge Investment Management | 4,708 | $321.0K | 0.04% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 4,608 | $315.0K | 0.03% | −25−0.5% | Reduced |
| Graham Capital Management, L.P. | 4,595 | $313.0K | 0.01% | −5,726−55.5% | Reduced |
| Scotia Capital Inc. | 4,545 | $310.0K | 0.00% | +4,545 | New |
| Mach-1 Financial Group, Inc. | 4,538 | $309.0K | 0.21% | −1,482−24.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,532 | $309.0K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 4,518 | $308.0K | 0.01% | +282+6.7% | Added |
| Ami Investment Management Inc | 4,499 | $307.0K | 0.16% | −110−2.4% | Reduced |
| Oppenheimer & Co Inc | 4,500 | $307.0K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 4,500 | $307.0K | 0.11% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 4,411 | $306.0K | 0.23% | −107−2.4% | Reduced |
| Aptus Capital Advisors, LLC | 4,443 | $306.0K | 0.01% | +93+2.1% | Added |
| Erste Asset Management GmbH | 4,500 | $303.3K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,276 | $291.0K | 0.08% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,246 | $290.0K | 0.02% | +846+24.9% | Added |
| Aureus Asset Management, LLC | 4,195 | $286.0K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,121 | $282.0K | 0.01% | +257+6.7% | Added |
| Presidio Capital Management, LLC | 4,097 | $280.0K | 0.30% | −412−9.1% | Reduced |
| Machina Capital S.A.S. | 4,100 | $280.0K | 0.63% | +4,100 | New |
| Silvercrest Asset Management Group LLC | 4,085 | $279.0K | 0.00% | −340−7.7% | Reduced |
| Fox Run Management, L.L.C. | 4,029 | $275.0K | 0.14% | −2,485−38.1% | Reduced |
| B. Riley Wealth Management, Inc. | 3,974 | $271.0K | 0.03% | +220+5.9% | Added |
| Strategy Asset Managers LLC | 3,958 | $270.0K | 0.08% | −289−6.8% | Reduced |