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 |
|---|---|---|---|---|---|
| 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 |
| Huntington National Bank | 306 | $21.0K | 0.00% | +19+6.6% | Added |
| Prestige Wealth Management Group LLC | 240 | $17.0K | 0.00% | −11−4.4% | Reduced |
| Riverview Trust Co | 240 | $16.0K | 0.01% | 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 |
| TFC Financial Management | 186 | $13.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Asset Dedication, LLC | 133 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 127 | $9.00K | 0.00% | +4+3.3% | Added |
| 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 |
| Rockbridge Investment Management, LCC | 112 | $7.65K | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 36 | $2.46K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −1,688,608−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −623,025−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −106,610−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −90,014−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −51,255−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −30,119−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −19,137−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −19,037−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −18,122−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −16,527−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −14,514−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −12,193−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −11,550−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,982−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −8,188−100.0% | Sold out |
| D.B. Root & Company, LLC | 0 | $0 | 0.00% | −7,924−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,475−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −7,453−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −6,691−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −6,304−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −4,750−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,720−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −4,715−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,667−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| Fermata Advisors, LLC | 0 | $0 | 0.00% | −3,854−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −3,805−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,762−100.0% | Sold out |
| Carlson Capital Management | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −3,634−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −3,459−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −3,226−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,154−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −3,004−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −2,130−100.0% | Sold out |