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, Q4 2022
Institutional positions in Berkley W R Corp as of Dec 31, 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
- 716
- +61 vs. Q3 2022
- Shares held
- 181.9M
- +6.63M (+3.8%) vs. Q3 2022
- Total value
- $13.2B
- +$1.87B (+16.5%) vs. Q3 2022
- New holders
- 106
- 266 more added
- Sold out
- 45
- 237 more reduced
12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 1 | $73 | 0.00% | −12−92.3% | Reduced |
| Tfo-TDC, LLC | 3 | $77 | 0.00% | +3 | New |
| Colonial Trust Advisors | 2 | $145 | 0.00% | +2 | New |
| My Personal CFO, LLC | 8 | $581 | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 681 | $1.00K | 0.00% | +668+5,138.5% | Added |
| TCI Wealth Advisors, Inc. | 14 | $1.02K | 0.00% | +1+7.7% | Added |
| Baker Avenue Asset Management, LP | 15 | $1.09K | 0.00% | +15 | New |
| MV Capital Management, Inc. | 16 | $1.16K | 0.00% | −9−36.0% | Reduced |
| Rosenberg Matthew Hamilton | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $1.31K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $1.38K | 0.00% | −1−5.0% | Reduced |
| Addison Advisors LLC | 21 | $1.52K | 0.00% | −22−51.2% | Reduced |
| C M Bidwell & Associates Ltd | 27 | $1.96K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 29 | $2.10K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 36 | $2.61K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 38 | $2.74K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 44 | $3.17K | 0.00% | +1+2.3% | Added |
| RFP Financial Group LLC | 50 | $3.63K | 0.00% | +50 | New |
| Aua Capital Management, LLC | 51 | $3.70K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 51 | $3.70K | 0.00% | +1+2.0% | Added |
| MCF Advisors LLC | 52 | $3.77K | 0.00% | −3−5.5% | Reduced |
| SJS Investment Consulting Inc. | 54 | $3.92K | 0.00% | +29+116.0% | Added |
| American National Bank | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 57 | $4.00K | 0.00% | +57 | New |
| Allworth Financial LP | 58 | $4.21K | 0.00% | +5+9.4% | Added |
| Washington Trust Advisors, Inc. | 61 | $4.43K | 0.00% | −630−91.2% | Reduced |
| Financial Management Professionals, Inc. | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Boulder Wealth Advisors, LLC | 75 | $5.00K | 0.00% | +75 | New |
| Crewe Advisors LLC | 72 | $5.22K | 0.00% | −51−41.5% | Reduced |
| DT Investment Partners, LLC | 75 | $5.44K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 75 | $5.44K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 87 | $6.31K | 0.00% | −185−68.0% | Reduced |
| BerganKDV Wealth Management, LLC | 87 | $6.31K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 90 | $6.53K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 96 | $6.92K | 0.00% | +6+6.7% | Added |
| Zullo Investment Group, Inc. | 96 | $6.97K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 102 | $7.00K | 0.00% | −55−35.0% | Reduced |
| West Branch Capital LLC | 97 | $7.04K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 99 | $7.18K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 99 | $7.18K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 99 | $7.18K | 0.00% | +99 | New |
| Johnson Financial Group, Inc. | 100 | $7.26K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 107 | $7.76K | 0.00% | +107 | New |
| Farther Finance Advisors, LLC | 109 | $7.91K | 0.00% | +109 | New |
| Rocky Mountain Advisers, LLC | 109 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 112 | $8.13K | 0.00% | +112 | New |
| Pittenger & Anderson Inc | 123 | $8.93K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 128 | $9.29K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 128 | $9.29K | 0.01% | +19+17.4% | Added |
| Versant Capital Management, Inc | 134 | $9.72K | 0.00% | −2−1.5% | Reduced |
| Farmers & Merchants Investments Inc | 136 | $9.87K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 136 | $9.87K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 133 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 145 | $10.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 156 | $11.3K | 0.00% | +156 | New |
| Carolinas Wealth Consulting LLC | 162 | $11.8K | 0.00% | +162 | New |
| Brown Brothers Harriman & Co | 165 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 165 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 176 | $12.8K | 0.00% | +12+7.3% | Added |
| Park Place Capital Corp | 175 | $13.0K | 0.00% | +175 | New |
| TFC Financial Management | 186 | $13.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 195 | $14.0K | 0.00% | −1,494−88.5% | Reduced |
| St Germain D J Co Inc | 200 | $14.5K | 0.00% | +200 | New |
| Clear Street Markets LLC | 207 | $15.0K | 0.00% | −3,470−94.4% | Reduced |
| Hexagon Capital Partners LLC | 214 | $15.5K | 0.00% | +30+16.3% | Added |
| Horizon Bancorp Inc | 225 | $16.0K | 0.01% | +225 | New |
| Prestige Wealth Management Group LLC | 228 | $16.5K | 0.00% | −8−3.4% | Reduced |
| Riverview Trust Co | 240 | $17.0K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 243 | $17.7K | 0.01% | +186+326.3% | Added |
| Lindbrook Capital, LLC | 255 | $18.5K | 0.00% | +203+390.4% | Added |
| Bogart Wealth, LLC | 265 | $19.2K | 0.00% | −186−41.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 270 | $19.6K | 0.01% | +270 | New |
| Huntington National Bank | 292 | $21.2K | 0.00% | −25−7.9% | Reduced |
| CVA Family Office, LLC | 327 | $23.7K | 0.01% | +5+1.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 331 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 335 | $24.3K | 0.00% | −226,991−99.9% | Reduced |
| Deseret Mutual Benefit Administrators | 349 | $25.3K | 0.01% | −309−47.0% | Reduced |
| Massmutual Trust Co FSB | 392 | $28.0K | 0.00% | −6−1.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 393 | $28.6K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 394 | $28.6K | 0.00% | +15+4.0% | Added |
| Dark Forest Capital Management LP | 413 | $30.0K | 0.01% | +413 | New |
| Harvest Fund Management Co., Ltd | 410 | $30.0K | 0.01% | −870−68.0% | Reduced |
| Trust Co | 438 | $32.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 442 | $32.1K | 0.02% | +442 | New |
| Parkside Financial Bank & Trust | 449 | $32.6K | 0.01% | +173+62.7% | Added |
| Red Cedar Capital, LLC | 457 | $33.0K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 459 | $33.3K | 0.04% | +2+0.4% | Added |
| Hoese & Co LLP | 450 | $34.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 492 | $35.7K | 0.00% | +56+12.8% | Added |
| SRS Capital Advisors, Inc. | 497 | $36.1K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 540 | $39.2K | 0.03% | +2+0.4% | Added |
| Comerica Securities,inc. | 545 | $39.6K | 0.00% | +545 | New |
| Pinnacle Bancorp, Inc. | 553 | $40.0K | 0.02% | −279−33.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 647 | $46.9K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 649 | $47.6K | 0.02% | +649 | New |
| Ellevest, Inc. | 674 | $48.9K | 0.00% | +106+18.7% | Added |
| Duncker Streett & Co Inc | 675 | $49.0K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 676 | $49.0K | 0.01% | +256+61.0% | Added |