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, Q3 2022
Institutional positions in Berkley W R Corp as of Sep 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
- 667
- +11 vs. Q2 2022
- Shares held
- 184.9M
- +2.08M (+1.1%) vs. Q2 2022
- Total value
- $11.9B
- −$540.9M (−4.3%) vs. Q2 2022
- New holders
- 81
- 259 more added
- Sold out
- 70
- 225 more reduced
9 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6 | $0 | 0.00% | +6 | New |
| Cetera Investment Advisers | 21,304 | $1.00K | 0.00% | +12,983+156.0% | Added |
| TCI Wealth Advisors, Inc. | 13 | $1.00K | 0.00% | −187−93.5% | Reduced |
| Manchester Capital Management LLC | 20 | $1.00K | 0.00% | −2−9.1% | Reduced |
| Bell Investment Advisors, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | +7+116.7% | Added |
| Rosenberg Matthew Hamilton | 16 | $1.00K | 0.00% | +16 | New |
| Tradewinds Capital Management, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $2.00K | 0.00% | +21+525.0% | Added |
| SJS Investment Consulting Inc. | 25 | $2.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 36 | $2.33K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $3.00K | 0.00% | −5−8.8% | Reduced |
| Copeland Capital Management, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 53 | $3.00K | 0.00% | +7+15.2% | Added |
| Aua Capital Management, LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 64 | $4.00K | 0.00% | −2,063−97.0% | Reduced |
| MCF Advisors LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 55 | $4.00K | 0.00% | +55 | New |
| Raleigh Capital Management Inc. | 57 | $4.00K | 0.00% | +57 | New |
| Financial Management Professionals, Inc. | 75 | $5.00K | 0.00% | +32+74.4% | Added |
| DT Investment Partners, LLC | 75 | $5.00K | 0.00% | +75 | New |
| Aspire Private Capital, LLC | 75 | $5.00K | 0.00% | +75 | New |
| Center for Financial Planning, Inc. | 70 | $5.00K | 0.00% | +70 | New |
| Spartan Planning & Wealth Management | 99 | $6.00K | 0.01% | −99−50.0% | Reduced |
| West Branch Capital LLC | 97 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Glassman Wealth Services | 99 | $6.00K | 0.00% | +47+90.4% | Added |
| Schubert & Co | 109 | $7.00K | 0.01% | −8−6.8% | Reduced |
| Johnson Financial Group, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 109 | $7.00K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 123 | $8.00K | 0.00% | +15+13.9% | Added |
| Crewe Advisors LLC | 123 | $8.00K | 0.00% | +51+70.8% | Added |
| Stuart Chaussee & Associates, Inc. | 145 | $9.00K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 136 | $9.00K | 0.00% | −9−6.2% | Reduced |
| Asset Dedication, LLC | 133 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 136 | $9.00K | 0.00% | +25+22.5% | Added |
| Ten Capital Wealth Advisors, LLC | 136 | $9.00K | 0.00% | +136 | New |
| Spire Wealth Management | 157 | $10.0K | 0.00% | −178−53.1% | Reduced |
| Global Retirement Partners, LLC | 128 | $10.0K | 0.00% | +1+0.8% | Added |
| Brown Brothers Harriman & Co | 165 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 164 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 165 | $11.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 186 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 184 | $12.0K | 0.00% | +184 | New |
| Denali Advisors LLC | 200 | $13.0K | 0.01% | +200 | New |
| Hillsdale Investment Management Inc. | 210 | $14.0K | 0.00% | −9,300−97.8% | Reduced |
| Prestige Wealth Management Group LLC | 236 | $15.0K | 0.00% | −4−1.7% | Reduced |
| Riverview Trust Co | 240 | $15.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 247 | $16.0K | 0.00% | +174+238.4% | Added |
| USA Financial Portformulas Corp | 262 | $17.0K | 0.03% | −13,580−98.1% | Reduced |
| Parkside Financial Bank & Trust | 276 | $18.0K | 0.01% | −151−35.4% | Reduced |
| Core Alternative Capital | 272 | $18.0K | 0.00% | +272 | New |
| Assetmark, Inc | 292 | $19.0K | 0.00% | +285+4,071.4% | Added |
| Absolute Capital Management, LLC | 300 | $19.5K | 0.03% | +300 | New |
| Huntington National Bank | 317 | $20.0K | 0.00% | +11+3.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 331 | $21.0K | 0.00% | −1,300−79.7% | Reduced |
| CVA Family Office, LLC | 322 | $21.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 341 | $22.0K | 0.00% | +341 | New |
| Parallel Advisors, LLC | 379 | $25.0K | 0.00% | +51+15.5% | Added |
| Massmutual Trust Co FSB | 398 | $26.0K | 0.00% | +42+11.8% | Added |
| Pacer Advisors, Inc. | 417 | $27.0K | 0.00% | −110,162−99.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 393 | $27.0K | 0.03% | +1+0.3% | Added |
| James Investment Research Inc | 420 | $27.0K | 0.00% | +420 | New |
| Signaturefd, LLC | 436 | $28.0K | 0.00% | −85−16.3% | Reduced |
| Trust Co | 438 | $28.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 450 | $29.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 442 | $29.0K | 0.02% | +6+1.4% | Added |
| FinTrust Capital Advisors, LLC | 407 | $29.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 451 | $29.0K | 0.00% | +136+43.2% | Added |
| PFS Partners, LLC | 457 | $29.5K | 0.03% | +4+0.9% | Added |
| Clearstead Advisors, LLC | 463 | $30.0K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 457 | $30.0K | 0.02% | +457 | New |
| First Manhattan Co | 486 | $31.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 497 | $32.0K | 0.01% | +1+0.2% | Added |
| Clearview Wealth Advisors LLC | 538 | $35.0K | 0.03% | +5+0.9% | Added |
| Ellevest, Inc. | 568 | $37.0K | 0.00% | +425+297.2% | Added |
| Geneos Wealth Management Inc. | 600 | $38.0K | 0.00% | −983−62.1% | Reduced |
| Deseret Mutual Benefit Administrators | 658 | $42.0K | 0.01% | −219−25.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 647 | $42.0K | 0.00% | +40+6.6% | Added |
| Duncker Streett & Co Inc | 675 | $44.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 698 | $45.0K | 0.04% | −511−42.3% | Reduced |
| Washington Trust Advisors, Inc. | 691 | $45.0K | 0.00% | +114+19.8% | Added |
| Benjamin Edwards Inc | 696 | $45.0K | 0.01% | +136+24.3% | Added |
| Atlas Capital Advisors LLC | 780 | $50.4K | 0.01% | +58+8.0% | Added |
| Leonteq Securities AG | 794 | $51.3K | 0.00% | +794 | New |
| Pinnacle Bancorp, Inc. | 832 | $54.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 871 | $56.0K | 0.01% | +1+0.1% | Added |
| Quadrant Capital Group LLC | 878 | $57.0K | 0.01% | +96+12.3% | Added |
| Alta Advisers Ltd | 900 | $58.0K | 0.04% | +900 | New |
| Money Concepts Capital Corp | 1,027 | $66.0K | 0.00% | −60−5.5% | Reduced |