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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 19,923 | $1.29M | 0.32% | +3,835+23.8% | Added |
| Elgethun Capital Management | 19,832 | $1.28M | 0.51% | +22+0.1% | Added |
| Hartford Investment Management Co | 19,802 | $1.28M | 0.04% | −11,775−37.3% | Reduced |
| Ossiam | 19,552 | $1.26M | 0.04% | +6,463+49.4% | Added |
| Mackenzie Financial Corp | 19,343 | $1.25M | 0.00% | −12,599−39.4% | Reduced |
| Twin Capital Management Inc | 19,311 | $1.25M | 0.17% | +3,891+25.2% | Added |
| Meiji Yasuda Life Insurance Co | 19,300 | $1.25M | 0.03% | +8,900+85.6% | Added |
| Bellwether Advisors, LLC | 19,273 | $1.24M | 0.41% | −2,135−10.0% | Reduced |
| H. L. Ormond & Company, LLC | 19,218 | $1.24M | 1.99% | +338+1.8% | Added |
| Pendal Group Limited | 19,194 | $1.24M | 0.01% | +19,194 | New |
| Alberta Investment Management Corp | 18,963 | $1.23M | 0.01% | +18,963 | New |
| First Hawaiian Bank | 18,670 | $1.21M | 0.05% | +687+3.8% | Added |
| Advisory Services Network, LLC | 18,555 | $1.20M | 0.04% | +417+2.3% | Added |
| Nicholas Investment Partners, LP | 18,487 | $1.19M | 0.11% | +1,623+9.6% | Added |
| Lazard Asset Management LLC | 18,437 | $1.19M | 0.00% | −8,010−30.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 18,273 | $1.18M | 0.13% | +7,587+71.0% | Added |
| Advisor OS, LLC | 17,984 | $1.16M | 0.35% | +573+3.3% | Added |
| Insight Inv LLC | 17,715 | $1.15M | 1.27% | +375+2.2% | Added |
| Toews Corp | 17,600 | $1.14M | 0.84% | −900−4.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 17,543 | $1.13M | 0.15% | +444+2.6% | Added |
| M&T Bank Corp | 17,096 | $1.10M | 0.00% | −97−0.6% | Reduced |
| Meeder Asset Management Inc | 17,018 | $1.10M | 0.06% | −7,561−30.8% | Reduced |
| DF Dent & Co Inc | 17,003 | $1.10M | 0.02% | −30.0% | Reduced |
| Atom Investors LP | 16,861 | $1.09M | 0.38% | +16,861 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,754 | $1.08M | 0.02% | +3,477+26.2% | Added |
| Securian Asset Management, Inc | 16,626 | $1.07M | 0.03% | −280−1.7% | Reduced |
| Grace & White Inc | 16,580 | $1.07M | 0.23% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 16,570 | $1.07M | 0.07% | −50,616−75.3% | Reduced |
| Guggenheim Capital LLC | 16,564 | $1.07M | 0.01% | −1,713−9.4% | Reduced |
| Estate Counselors, LLC | 16,275 | $1.05M | 0.16% | +16,275 | New |
| Weiss Multi-Strategy Advisers LLC | 16,109 | $1.04M | 0.03% | +16,109 | New |
| Trust Co of Vermont | 15,994 | $1.03M | 0.08% | −122−0.8% | Reduced |
| Kentucky Retirement Systems | 15,989 | $1.03M | 0.04% | +440+2.8% | Added |
| Elo Mutual Pension Insurance Co | 15,892 | $1.03M | 0.04% | −779−4.7% | Reduced |
| JustInvest LLC | 15,738 | $1.02M | 0.05% | −268−1.7% | Reduced |
| Waverton Investment Management Ltd | 15,727 | $1.02M | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 15,566 | $1.00M | 0.02% | +5,782+59.1% | Added |
| Fox Run Management, L.L.C. | 15,383 | $993.0K | 0.39% | +11,354+281.8% | Added |
| Crossmark Global Holdings, Inc. | 15,278 | $987.0K | 0.03% | +476+3.2% | Added |
| Procyon Private Wealth Partners, LLC | 15,207 | $982.0K | 0.24% | −30.0% | Reduced |
| LVW Advisors, LLC | 15,114 | $976.0K | 0.22% | −487−3.1% | Reduced |
| Sawtooth Solutions, LLC | 14,992 | $968.0K | 0.14% | −2,650−15.0% | Reduced |
| Westpac Banking Corp | 14,626 | $944.5K | 0.01% | 00.0% | Unchanged |
| Natixis | 14,576 | $942.0K | 0.00% | −324,360−95.7% | Reduced |
| Capital Asset Advisory Services LLC | 14,504 | $937.0K | 0.12% | −4,876−25.2% | Reduced |
| Private Advisor Group, LLC | 14,477 | $935.0K | 0.01% | −40,661−73.7% | Reduced |
| Axxcess Wealth Management, LLC | 14,238 | $919.0K | 0.09% | +669+4.9% | Added |
| Stegent Equity Advisors, Inc. | 13,915 | $899.0K | 1.35% | 00.0% | Unchanged |
| AE Wealth Management LLC | 13,534 | $874.0K | 0.01% | −48,979−78.4% | Reduced |
| FJ Capital Management LLC | 13,000 | $860.0K | 0.10% | +13,000 | New |
| Nordea Investment Management AB | 12,917 | $849.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 13,100 | $846.0K | 0.02% | −200−1.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,042 | $842.0K | 0.62% | +355+2.8% | Added |
| Kingsview Wealth Management, LLC | 13,020 | $841.0K | 0.04% | −7,280−35.9% | Reduced |
| Norinchukin Bank, The | 12,971 | $838.0K | 0.02% | +1,464+12.7% | Added |
| D.A. Davidson & Co. | 12,963 | $837.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,931 | $835.0K | 0.00% | +1,793+16.1% | Added |
| O'Shaughnessy Asset Management, LLC | 12,910 | $834.0K | 0.02% | +6,610+104.9% | Added |
| Centiva Capital, LP | 12,918 | $834.0K | 0.06% | +12,918 | New |
| Kestra Advisory Services, LLC | 12,820 | $828.0K | 0.01% | +4,787+59.6% | Added |
| Stephens Inc | 12,626 | $815.0K | 0.02% | +413+3.4% | Added |
| Citizens National Bank Trust Department | 12,550 | $810.0K | 0.25% | +12,550 | New |
| EverSource Wealth Advisors, LLC | 12,430 | $803.0K | 0.18% | −1,564−11.2% | Reduced |
| Vestcor Inc | 12,415 | $802.0K | 0.03% | −3,687−22.9% | Reduced |
| St. James Investment Advisors, LLC | 12,238 | $792.0K | 1.73% | −1,452−10.6% | Reduced |
| Connectus Wealth, LLC | 12,222 | $789.0K | 0.02% | +5,488+81.5% | Added |
| Metropolitan Life Insurance Co | 12,160 | $785.3K | 0.04% | −458−3.6% | Reduced |
| National Asset Management, Inc. | 12,135 | $784.0K | 0.02% | +3,978+48.8% | Added |
| Occudo Quantitative Strategies LP | 11,953 | $772.0K | 0.06% | +11,953 | New |
| Jane Street Group, LLC | 11,906 | $769.0K | 0.00% | −26,207−68.8% | Reduced |
| Quantamental Technologies LLC | 11,736 | $758.0K | 0.29% | +11,736 | New |
| Hantz Financial Services, Inc. | 11,645 | $752.0K | 0.03% | +2,713+30.4% | Added |
| Resonant Capital Advisors, LLC | 11,606 | $751.0K | 0.11% | +130+1.1% | Added |
| HM Payson & Co | 11,510 | $743.0K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 11,248 | $726.0K | 0.05% | +4,132+58.1% | Added |
| Squarepoint Ops LLC | 11,110 | $717.0K | 0.01% | −19,092−63.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 10,965 | $708.0K | 0.22% | +197+1.8% | Added |
| Ritholtz Wealth Management | 10,926 | $706.0K | 0.04% | +3,986+57.4% | Added |
| US Bancorp | 10,889 | $703.0K | 0.00% | −675−5.8% | Reduced |
| Regentatlantic Capital LLC | 10,850 | $700.0K | 0.02% | +5,900+119.2% | Added |
| YHB Investment Advisors, Inc. | 10,818 | $699.0K | 0.08% | +6,210+134.8% | Added |
| Ci Investments Inc. | 10,777 | $696.0K | 0.00% | −1,876−14.8% | Reduced |
| New Mexico Educational Retirement Board | 10,750 | $694.0K | 0.04% | −900−7.7% | Reduced |
| MorganRosel Wealth Management, LLC | 10,746 | $694.0K | 0.35% | +10,746 | New |
| Ancora Advisors, LLC | 10,712 | $692.0K | 0.02% | −150−1.4% | Reduced |
| Resources Management Corp | 10,603 | $685.0K | 0.12% | +29+0.3% | Added |
| Virtus ETF Advisers LLC | 10,554 | $682.0K | 0.27% | −269−2.5% | Reduced |
| Wealth Quarterback LLC | 10,503 | $678.0K | 0.72% | −3,789−26.5% | Reduced |
| Banque Cantonale Vaudoise | 10,406 | $672.0K | 0.04% | −1,500−12.6% | Reduced |
| ETF Managers Group, LLC | 10,355 | $669.0K | 0.02% | +464+4.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 10,275 | $664.0K | 0.04% | +3,335+48.1% | Added |
| Heritage Wealth Management, LLC | 9,891 | $639.0K | 0.21% | +445+4.7% | Added |
| Swedbank AB | 9,844 | $635.7K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,825 | $634.0K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 9,801 | $633.0K | 0.16% | +9,801 | New |
| Horizon Investments, LLC | 9,770 | $631.0K | 0.02% | +2,828+40.7% | Added |
| Williams Jones Wealth Management, LLC. | 9,737 | $629.0K | 0.01% | −650−6.3% | Reduced |
| Strategy Asset Managers LLC | 9,686 | $626.0K | 0.17% | +5,728+144.7% | Added |
| Toth Financial Advisory Corp | 9,600 | $620.0K | 0.11% | +1,475+18.2% | Added |
| CFO4Life Group, LLC | 9,411 | $608.0K | 0.16% | +1,763+23.1% | Added |