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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 1,086 | $70.0K | 0.01% | +1,086 | New |
| St. Johns Investment Management Company, LLC | 1,125 | $73.0K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,197 | $77.0K | 0.04% | −325−21.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,147 | $78.0K | 0.00% | +368+47.2% | Added |
| West Paces Advisors Inc. | 1,237 | $79.9K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,272 | $82.0K | 0.01% | −1−0.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1,280 | $83.0K | 0.02% | +322+33.6% | Added |
| Acadian Asset Management LLC | 1,310 | $84.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,449 | $94.0K | 0.01% | −221−13.2% | Reduced |
| Cambridge Trust Co | 1,473 | $95.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,689 | $109.0K | 0.00% | −708−29.5% | Reduced |
| Optimum Investment Advisors | 1,687 | $109.0K | 0.06% | −70−4.0% | Reduced |
| Counterpoint Mutual Funds LLC | 1,720 | $111.0K | 0.27% | +1,720 | New |
| Loomis Sayles & Co L P | 1,740 | $113.0K | 0.00% | −2,061−54.2% | Reduced |
| Vigilant Capital Management, LLC | 1,757 | $113.0K | 0.01% | −11−0.6% | Reduced |
| CWM, LLC | 1,746 | $113.0K | 0.00% | +274+18.6% | Added |
| Bessemer Group Inc | 1,868 | $121.0K | 0.00% | +1,195+177.6% | Added |
| First Horizon Advisors, Inc. | 1,917 | $123.0K | 0.00% | +1,596+497.2% | Added |
| Heritage Wealth Advisors | 1,909 | $123.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,962 | $127.0K | 0.08% | −305−13.5% | Reduced |
| Whittier Trust Co | 2,013 | $130.0K | 0.00% | +1,327+193.4% | Added |
| Exos TFP Holdings LLC | 2,067 | $133.0K | 0.06% | +2,067 | New |
| Northwestern Mutual Wealth Management Co | 2,071 | $134.0K | 0.00% | +150+7.8% | Added |
| Globeflex Capital L P | 2,106 | $136.0K | 0.02% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 2,275 | $147.0K | 0.01% | +2,275 | New |
| Ameritas Investment Partners, Inc. | 2,622 | $169.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 2,647 | $171.0K | 0.01% | −57−2.1% | Reduced |
| O'Dell Group, LLC | 2,700 | $174.0K | 0.06% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 2,744 | $177.0K | 0.26% | +479+21.1% | Added |
| Capital Impact Advisors, LLC | 2,983 | $193.0K | 0.19% | −705−19.1% | Reduced |
| Harbor Investment Advisory, LLC | 3,050 | $197.0K | 0.03% | +3,050 | New |
| AlphaCentric Advisors LLC | 3,044 | $197.0K | 0.20% | +3,044 | New |
| Jarislowsky, Fraser Ltd | 3,114 | $201.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,137 | $203.0K | 0.00% | +3,137 | New |
| B. Metzler seel. Sohn & Co. AG | 3,163 | $204.0K | 0.00% | −5,000−61.3% | Reduced |
| Column Capital Advisors, LLC | 3,188 | $206.0K | 0.04% | +260+8.9% | Added |
| Buckingham Strategic Partners | 3,195 | $206.0K | 0.01% | +259+8.8% | Added |
| Keebeck Alpha, LP | 3,210 | $207.0K | 0.11% | +3,210 | New |
| Vantage Consulting Group Inc | 3,226 | $208.0K | 0.12% | +236+7.9% | Added |
| Syntax Advisors, LLC | 3,226 | $208.0K | 0.18% | +236+7.9% | Added |
| MJP Associates Inc | 3,236 | $209.0K | 0.06% | +3,236 | New |
| FirstPurpose Wealth LLC | 3,259 | $210.0K | 0.14% | +3,259 | New |
| Great Lakes Advisors, LLC | 3,267 | $211.0K | 0.00% | −154,203−97.9% | Reduced |
| Fifth Third Bancorp | 3,331 | $215.0K | 0.00% | −183−5.2% | Reduced |
| Ingalls & Snyder LLC | 3,326 | $215.0K | 0.01% | 00.0% | Unchanged |
| Meritage Group LP | 3,330 | $215.0K | 0.01% | +3,330 | New |
| Cerity Partners LLC | 3,380 | $218.0K | 0.00% | −417−11.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,387 | $218.7K | 0.00% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,441 | $222.0K | 0.08% | +3,441 | New |
| Treynor Bancshares, Inc. | 3,453 | $223.0K | 0.17% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 3,068 | $223.0K | 0.20% | +3,068 | New |
| Prospera Financial Services Inc | 3,558 | $230.0K | 0.01% | +143+4.2% | Added |
| IFG Advisory, LLC | 3,636 | $234.0K | 0.02% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 3,671 | $237.0K | 0.02% | −1,128−23.5% | Reduced |
| Osterweis Capital Management Inc | 3,667 | $237.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,677 | $237.0K | 0.04% | +3,239+739.5% | Added |
| Checchi Capital Advisers, LLC | 3,727 | $241.0K | 0.03% | +119+3.3% | Added |
| Virginia Retirement Systems Et Al | 3,800 | $245.4K | 0.00% | +3,800 | New |
| Zeke Capital Advisors, LLC | 3,809 | $246.0K | 0.02% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 3,822 | $247.0K | 0.00% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,861 | $249.0K | 0.02% | +665+20.8% | Added |
| Brown Advisory Inc | 3,898 | $252.0K | 0.00% | +3,898 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,023 | $260.0K | 0.01% | −223−5.3% | Reduced |
| Wolverine Trading, LLC | 4,016 | $262.0K | 0.01% | −2,507−38.4% | Reduced |
| Silvercrest Asset Management Group LLC | 4,085 | $264.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 4,198 | $271.0K | 0.01% | −397−8.6% | Reduced |
| Aureus Asset Management, LLC | 4,195 | $271.0K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,276 | $276.0K | 0.08% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 4,307 | $278.0K | 0.30% | +210+5.1% | Added |
| Ami Investment Management Inc | 4,319 | $279.0K | 0.16% | −180−4.0% | Reduced |
| Cetera Advisor Networks LLC | 4,316 | $279.0K | 0.00% | +4,316 | New |
| Banque Pictet & Cie SA | 4,422 | $285.6K | 0.00% | −28,122−86.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,366 | $290.0K | 0.24% | −45−1.0% | Reduced |
| Metis Global Partners, LLC | 4,493 | $290.0K | 0.05% | +566+14.4% | Added |
| Paradigm Asset Management Co LLC | 4,500 | $290.6K | 0.10% | −1,100−19.6% | Reduced |
| Oppenheimer & Co Inc | 4,500 | $291.0K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 4,500 | $291.0K | 0.10% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 4,504 | $291.0K | 0.01% | +61+1.4% | Added |
| CWM Advisors, LLC | 4,533 | $293.0K | 0.04% | +4,533 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,573 | $295.0K | 0.02% | +41+0.9% | Added |
| RWM Asset Management, LLC | 4,658 | $301.0K | 0.07% | +4,658 | New |
| Empirical Finance, LLC | 4,698 | $303.0K | 0.04% | +825+21.3% | Added |
| Eagle Ridge Investment Management | 4,708 | $304.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 4,714 | $305.0K | 0.15% | +2,966+169.7% | Added |
| Alps Advisors Inc | 4,750 | $307.0K | 0.00% | +4,750 | New |
| Schechter Investment Advisors, LLC | 4,778 | $308.0K | 0.03% | −200−4.0% | Reduced |
| Romano Brothers and Company | 4,862 | $314.0K | 0.05% | +4,862 | New |
| American Portfolios Advisors | 4,863 | $314.1K | 0.01% | −44−0.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,900 | $316.0K | 0.10% | +4,900 | New |
| Wealth Advisors of Iowa, LLC | 4,898 | $316.0K | 0.30% | +4,898 | New |
| Somerset Trust Co | 4,904 | $317.0K | 0.15% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,105 | $320.0K | 0.01% | +1,121+37.6% | Added |
| Sage Capital Advisors,llc | 5,000 | $323.0K | 0.16% | +5,000 | New |
| Redpoint Investment Management Pty Ltd | 5,066 | $327.0K | 0.05% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,060 | $327.0K | 0.03% | 00.0% | Unchanged |
| Balentine LLC | 5,114 | $330.0K | 0.01% | −9,754−65.6% | Reduced |
| Great Valley Advisor Group, Inc. | 5,132 | $331.0K | 0.02% | +181+3.7% | Added |
| MQS Management LLC | 5,239 | $338.0K | 0.22% | +5,239 | New |
| BCJ Capital Management, LLC | 5,332 | $344.0K | 0.04% | −3,850−41.9% | Reduced |
| Carmel Capital Partners, LLC | 5,325 | $344.0K | 0.33% | 00.0% | Unchanged |