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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 3,927 | $269.0K | 0.04% | +595+17.9% | Added |
| Krane Funds Advisors LLC | 3,862 | $264.0K | 0.01% | −2,669−40.9% | Reduced |
| Empirical Finance, LLC | 3,873 | $264.0K | 0.03% | +616+18.9% | Added |
| Epoch Investment Partners, Inc. | 3,822 | $261.0K | 0.00% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 3,809 | $261.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 3,801 | $260.0K | 0.00% | +231+6.5% | Added |
| Cerity Partners LLC | 3,797 | $259.0K | 0.00% | +3,797 | New |
| Pacitti Group Inc. | 3,785 | $258.0K | 0.20% | +3,785 | New |
| Capital Impact Advisors, LLC | 3,688 | $252.0K | 0.23% | +3,688 | New |
| Osterweis Capital Management Inc | 3,667 | $250.0K | 0.02% | −10.0% | Reduced |
| IFG Advisory, LLC | 3,636 | $248.0K | 0.03% | −3,150−46.4% | Reduced |
| Old Mission Capital LLC | 3,570 | $244.0K | 0.01% | −69,279−95.1% | Reduced |
| Vontobel Holding Ltd. | 3,636 | $244.0K | 0.00% | −3,977−52.2% | Reduced |
| Quantinno Capital Management LP | 3,550 | $242.0K | 0.03% | +3,550 | New |
| Fifth Third Bancorp | 3,514 | $240.0K | 0.00% | +569+19.3% | Added |
| Industrial Alliance Investment Management Inc. | 3,515 | $240.0K | 0.01% | +3,515 | New |
| Treynor Bancshares, Inc. | 3,453 | $236.0K | 0.17% | −111−3.1% | Reduced |
| Prospera Financial Services Inc | 3,415 | $234.0K | 0.01% | −486−12.5% | Reduced |
| IFP Advisors, Inc | 2,984 | $233.0K | 0.01% | −1,572−34.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,387 | $231.2K | 0.00% | +1,159+52.0% | Added |
| Ingalls & Snyder LLC | 3,326 | $227.0K | 0.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,315 | $226.0K | 0.04% | −2,017−37.8% | Reduced |
| Checchi Capital Advisers, LLC | 3,608 | $226.0K | 0.02% | +3,608 | New |
| O'Neil Global Advisors, Inc. | 3,228 | $220.0K | 0.93% | +3,228 | New |
| Tokio Marine Asset Management Co Ltd | 3,196 | $218.0K | 0.02% | +3,196 | New |
| Jarislowsky, Fraser Ltd | 3,114 | $212.0K | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 3,075 | $210.0K | 0.00% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 3,040 | $208.0K | 0.13% | −112−3.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,041 | $208.0K | 0.01% | +3,041 | New |
| Firethorn Wealth Partners, LLC | 3,375 | $207.0K | 0.17% | +18+0.5% | Added |
| Trust Investment Advisors | 3,019 | $206.0K | 0.20% | +3,019 | New |
| Sheaff Brock Investment Advisors, LLC | 3,000 | $205.0K | 0.02% | +3,000 | New |
| Vantage Consulting Group Inc | 2,990 | $204.0K | 0.11% | −107−3.5% | Reduced |
| Syntax Advisors, LLC | 2,990 | $204.0K | 0.17% | −107−3.5% | Reduced |
| Column Capital Advisors, LLC | 2,928 | $200.0K | 0.04% | −455−13.4% | Reduced |
| Buckingham Strategic Partners | 2,936 | $200.0K | 0.02% | +2,936 | New |
| Global Wealth Management Investment Advisory, Inc. | 2,887 | $197.0K | 0.07% | 00.0% | Unchanged |
| Central Trust Co | 2,704 | $185.0K | 0.01% | −1,797−39.9% | Reduced |
| O'Dell Group, LLC | 2,700 | $184.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,622 | $178.0K | 0.01% | −249−8.7% | Reduced |
| Convergence Investment Partners, LLC | 2,483 | $169.0K | 0.10% | +2,483 | New |
| Simplex Trading, LLC | 2,397 | $163.0K | 0.01% | −979−29.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,343 | $160.0K | 0.00% | +1,053+81.6% | Added |
| Iron Horse Wealth Management, LLC | 2,265 | $155.0K | 0.09% | +2,265 | New |
| Eagle Bay Advisors LLC | 2,267 | $154.7K | 0.09% | +1,031+83.4% | Added |
| Altshuler Shaham Ltd | 2,127 | $146.0K | 0.00% | −548−20.5% | Reduced |
| Globeflex Capital L P | 2,106 | $144.0K | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,974 | $134.7K | 0.01% | +1,974 | New |
| Northwestern Mutual Wealth Management Co | 1,921 | $131.0K | 0.00% | +344+21.8% | Added |
| Heritage Wealth Advisors | 1,909 | $130.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,894 | $129.0K | 0.35% | +86+4.8% | Added |
| Vigilant Capital Management, LLC | 1,768 | $121.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,757 | $120.0K | 0.06% | +70+4.1% | Added |
| State of Wyoming | 1,748 | $120.0K | 0.07% | +524+42.8% | Added |
| Proequities, Inc. | 1,670 | $115.0K | 0.01% | −4,930−74.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,631 | $111.0K | 0.01% | −2,601−61.5% | Reduced |
| Geneos Wealth Management Inc. | 1,583 | $109.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,522 | $104.0K | 0.05% | +95+6.7% | Added |
| NuWave Investment Management, LLC | 1,515 | $103.0K | 0.14% | +1,515 | New |
| Cambridge Trust Co | 1,473 | $101.0K | 0.00% | −1−0.1% | Reduced |
| CWM, LLC | 1,472 | $100.0K | 0.00% | +226+18.1% | Added |
| Annapolis Financial Services, LLC | 1,438 | $98.0K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,310 | $90.0K | 0.00% | −53,467−97.6% | Reduced |
| JFS Wealth Advisors, LLC | 1,273 | $87.0K | 0.01% | −61−4.6% | Reduced |
| West Paces Advisors Inc. | 1,237 | $84.4K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,209 | $83.0K | 0.07% | −3−0.2% | Reduced |
| St. Johns Investment Management Company, LLC | 1,125 | $77.0K | 0.05% | −1,621−59.0% | Reduced |
| Money Concepts Capital Corp | 1,087 | $75.0K | 0.01% | −615−36.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,056 | $72.0K | 0.00% | +1,056 | New |
| Harvest Fund Management Co., Ltd | 958 | $65.0K | 0.02% | +958 | New |
| Deseret Mutual Benefit Administrators | 877 | $60.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 870 | $59.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 832 | $57.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 782 | $53.0K | 0.01% | +9+1.2% | Added |
| Ronald Blue Trust, Inc. | 779 | $52.0K | 0.00% | +779 | New |
| Atlas Capital Advisors LLC | 722 | $49.3K | 0.01% | +722 | New |
| Whittier Trust Co | 686 | $47.0K | 0.00% | +248+56.6% | 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 of Nevada Inc | 607 | $41.0K | 0.00% | +395+186.3% | Added |
| Washington Trust Advisors, Inc. | 577 | $39.0K | 0.00% | +93+19.2% | Added |
| Benjamin Edwards Inc | 560 | $38.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 533 | $36.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 521 | $36.0K | 0.00% | +88+20.3% | Added |
| SRS Capital Advisors, Inc. | 496 | $34.0K | 0.01% | +496 | New |
| First Manhattan Co | 486 | $33.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 463 | $32.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 450 | $31.0K | 0.03% | +150+50.0% | Added |
| PFS Partners, LLC | 453 | $30.9K | 0.03% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 427 | $29.0K | 0.01% | +245+134.6% | Added |
| Tilia Fiduciary Partners, Inc. | 392 | $26.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 373 | $25.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 407 | $25.0K | 0.01% | +407 | New |
| Massmutual Trust Co FSB | 356 | $24.0K | 0.00% | +26+7.9% | Added |
| Spire Wealth Management | 335 | $23.0K | 0.00% | −38−10.2% | Reduced |
| SeaCrest Wealth Management, LLC | 335 | $23.0K | 0.00% | +335 | New |
| Parallel Advisors, LLC | 328 | $22.0K | 0.00% | −30−8.4% | Reduced |