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 |
|---|---|---|---|---|---|
| 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 |
| Huntington National Bank | 317 | $20.0K | 0.00% | +11+3.6% | Added |
| Absolute Capital Management, LLC | 300 | $19.5K | 0.03% | +300 | New |
| Assetmark, Inc | 292 | $19.0K | 0.00% | +285+4,071.4% | Added |
| Parkside Financial Bank & Trust | 276 | $18.0K | 0.01% | −151−35.4% | Reduced |
| Core Alternative Capital | 272 | $18.0K | 0.00% | +272 | New |
| USA Financial Portformulas Corp | 262 | $17.0K | 0.03% | −13,580−98.1% | Reduced |
| MUFG Americas Holdings Corp | 247 | $16.0K | 0.00% | +174+238.4% | Added |
| 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 |
| Hillsdale Investment Management Inc. | 210 | $14.0K | 0.00% | −9,300−97.8% | Reduced |
| Denali Advisors LLC | 200 | $13.0K | 0.01% | +200 | New |
| TFC Financial Management | 186 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 184 | $12.0K | 0.00% | +184 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 36 | $2.33K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| SOA Wealth Advisors, LLC. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6 | $0 | 0.00% | +6 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −309,811−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −113,170−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −65,929−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −55,110−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −52,484−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −50,980−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −46,036−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −28,479−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −28,400−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −26,037−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −19,953−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −19,716−100.0% | Sold out |
| Annandale Capital, LLC | 0 | $0 | 0.00% | −17,271−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −15,960−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −14,595−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −14,044−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −15,921−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −10,749−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −10,589−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,391−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,222−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −7,937−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −7,932−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −6,826−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −6,505−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −6,322−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −5,424−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,167−100.0% | Sold out |