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 |
|---|---|---|---|---|---|
| Cadent Capital Advisors, LLC | 9,384 | $606.0K | 0.36% | 00.0% | Unchanged |
| Toroso Investments, LLC | 9,381 | $606.0K | 0.03% | +3,930+72.1% | Added |
| Bellevue Asset Management, LLC | 9,000 | $593.0K | 0.46% | −3,750−29.4% | Reduced |
| Tower Research Capital LLC (TRC) | 9,167 | $592.0K | 0.01% | −4,223−31.5% | Reduced |
| Tobam | 8,935 | $577.0K | 0.04% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 8,812 | $569.0K | 0.26% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 8,712 | $563.0K | 0.00% | −179−2.0% | Reduced |
| Fairfield, Bush & Co. | 8,425 | $544.0K | 0.38% | −300−3.4% | Reduced |
| Ethic Inc. | 8,344 | $539.0K | 0.04% | −1,410−14.5% | Reduced |
| Commerce Bank | 8,298 | $536.0K | 0.00% | +1,028+14.1% | Added |
| Bowling Portfolio Management LLC | 8,281 | $535.0K | 0.15% | −326−3.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,193 | $529.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 8,054 | $520.0K | 0.08% | +104+1.3% | Added |
| Verition Fund Management LLC | 7,874 | $509.0K | 0.01% | −8,960−53.2% | Reduced |
| Teamwork Financial Advisors, LLC | 7,776 | $502.0K | 0.11% | −44,996−85.3% | Reduced |
| Investment Partners, Ltd. | 7,649 | $494.0K | 0.15% | +7,649 | New |
| Umb Bank N A | 7,618 | $492.0K | 0.01% | +565+8.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,587 | $490.0K | 0.01% | −785−9.4% | Reduced |
| Scotia Capital Inc. | 7,587 | $490.0K | 0.00% | +3,042+66.9% | Added |
| Veritable, L.P. | 7,493 | $484.0K | 0.01% | −20.0% | Reduced |
| NCM Capital Management, LLC | 7,493 | $484.0K | 0.37% | +9+0.1% | Added |
| CAPROCK Group, Inc. | 7,463 | $483.0K | 0.05% | −579−7.2% | Reduced |
| Gratus Capital LLC | 7,415 | $479.0K | 0.05% | 00.0% | Unchanged |
| American Trust | 7,394 | $478.0K | 0.04% | −180−2.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,320 | $473.0K | 0.04% | +162+2.3% | Added |
| Advisor Partners II, LLC | 7,295 | $471.0K | 0.04% | +7,295 | New |
| Brinker Capital Investments, LLC | 7,143 | $461.0K | 0.01% | +123+1.8% | Added |
| Coastline Trust Co | 7,005 | $453.0K | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,882 | $444.0K | 0.02% | −1,049−13.2% | Reduced |
| Teza Capital Management LLC | 6,835 | $441.0K | 0.09% | −16,237−70.4% | Reduced |
| Personal Capital Advisors Corp | 6,826 | $441.0K | 0.00% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 6,805 | $440.0K | 0.30% | −31−0.5% | Reduced |
| Seeyond | 6,765 | $436.0K | 0.05% | −4,886−41.9% | Reduced |
| Gifford Fong Associates | 6,750 | $436.0K | 0.11% | 00.0% | Unchanged |
| Prudential PLC | 6,744 | $436.0K | 0.01% | +490+7.8% | Added |
| Steward Partners Investment Advisory, LLC | 6,636 | $429.0K | 0.01% | +4,293+183.2% | Added |
| Citadel Investment Advisory, Inc. | 6,628 | $428.0K | 0.33% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 6,579 | $425.0K | 0.09% | +6,579 | New |
| SRB Corp | 6,572 | $424.0K | 0.03% | −15,915−70.8% | Reduced |
| AdvisorNet Financial, Inc | 6,536 | $422.0K | 0.04% | −10.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 6,516 | $421.0K | 0.00% | −18,532−74.0% | Reduced |
| PDT Partners, LLC | 6,506 | $420.0K | 0.06% | −6,032−48.1% | Reduced |
| Cobblestone Capital Advisors LLC | 6,414 | $414.0K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,341 | $409.0K | 0.00% | +414+7.0% | Added |
| Blair William & Co | 6,268 | $405.0K | 0.00% | +32+0.5% | Added |
| Erste Asset Management GmbH | 6,200 | $404.1K | 0.01% | +1,700+37.8% | Added |
| TrinityPoint Wealth, LLC | 6,213 | $401.0K | 0.09% | +66+1.1% | Added |
| Fort Washington Investment Advisors Inc | 6,150 | $397.0K | 0.00% | −375−5.7% | Reduced |
| Atria Wealth Solutions, Inc. | 6,128 | $396.2K | 0.01% | +6,128 | New |
| Bradley Foster & Sargent Inc | 6,125 | $396.0K | 0.01% | +150+2.5% | Added |
| Forum Financial Management, LP | 6,110 | $395.0K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,026 | $389.0K | 0.05% | −8,425−58.3% | Reduced |
| Pacitti Group Inc. | 6,009 | $388.0K | 0.32% | +2,224+58.8% | Added |
| Qtron Investments LLC | 5,949 | $384.0K | 0.10% | 00.0% | Unchanged |
| Monarch Partners Asset Management LLC | 5,879 | $380.0K | 0.11% | −6,250−51.5% | Reduced |
| Baird Financial Group, Inc. | 5,783 | $374.0K | 0.00% | +5,783 | New |
| Integrated Advisors Network LLC | 5,748 | $371.0K | 0.03% | +952+19.8% | Added |
| Stevens Capital Management LP | 5,706 | $368.0K | 0.24% | +5,706 | New |
| Resources Investment Advisors, LLC. | 5,705 | $368.0K | 0.01% | +5,705 | New |
| CoreCap Advisors, LLC | 5,643 | $364.0K | 0.03% | −322−5.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,538 | $358.0K | 0.02% | +4,482+424.4% | Added |
| Lincoln National Corp | 5,520 | $356.0K | 0.01% | +53+1.0% | Added |
| CWS Financial Advisors, LLC | 5,478 | $354.0K | 0.17% | −444−7.5% | Reduced |
| GWM Advisors LLC | 5,462 | $353.0K | 0.01% | +5,462 | New |
| Hamilton Wealth, LLC | 5,463 | $353.0K | 0.15% | +5,463 | New |
| Wealth Alliance | 5,390 | $348.0K | 0.07% | −671−11.1% | Reduced |
| Eagle Harbor Asset Management Inc | 5,337 | $344.7K | 0.59% | 00.0% | Unchanged |
| 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 |
| MQS Management LLC | 5,239 | $338.0K | 0.22% | +5,239 | New |
| Great Valley Advisor Group, Inc. | 5,132 | $331.0K | 0.02% | +181+3.7% | Added |
| Balentine LLC | 5,114 | $330.0K | 0.01% | −9,754−65.6% | Reduced |
| 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 |
| Sage Capital Advisors,llc | 5,000 | $323.0K | 0.16% | +5,000 | New |
| IFP Advisors, Inc | 4,105 | $320.0K | 0.01% | +1,121+37.6% | Added |
| Somerset Trust Co | 4,904 | $317.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 4,863 | $314.1K | 0.01% | −44−0.9% | Reduced |
| Romano Brothers and Company | 4,862 | $314.0K | 0.05% | +4,862 | New |
| Schechter Investment Advisors, LLC | 4,778 | $308.0K | 0.03% | −200−4.0% | Reduced |
| Alps Advisors Inc | 4,750 | $307.0K | 0.00% | +4,750 | New |
| State of Wyoming | 4,714 | $305.0K | 0.15% | +2,966+169.7% | Added |
| Eagle Ridge Investment Management | 4,708 | $304.0K | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 4,698 | $303.0K | 0.04% | +825+21.3% | Added |
| RWM Asset Management, LLC | 4,658 | $301.0K | 0.07% | +4,658 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,573 | $295.0K | 0.02% | +41+0.9% | Added |
| CWM Advisors, LLC | 4,533 | $293.0K | 0.04% | +4,533 | New |
| 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 |
| Paradigm Asset Management Co LLC | 4,500 | $290.6K | 0.10% | −1,100−19.6% | 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 |
| Banque Pictet & Cie SA | 4,422 | $285.6K | 0.00% | −28,122−86.4% | Reduced |
| 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 |
| Presidio Capital Management, LLC | 4,307 | $278.0K | 0.30% | +210+5.1% | Added |
| M&R Capital Management Inc | 4,276 | $276.0K | 0.08% | 00.0% | Unchanged |