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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 718 | $52.0K | 0.01% | +22+3.2% | Added |
| Atlas Capital Advisors LLC | 762 | $55.3K | 0.01% | −18−2.3% | Reduced |
| Leonteq Securities AG | 794 | $57.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 816 | $59.0K | 0.05% | +118+16.9% | Added |
| Bessemer Group Inc | 871 | $63.0K | 0.00% | −997−53.4% | Reduced |
| Quent Capital, LLC | 872 | $63.3K | 0.01% | +1+0.1% | Added |
| Alta Advisers Ltd | 900 | $65.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 900 | $65.3K | 0.00% | +414+85.2% | Added |
| Geneos Wealth Management Inc. | 911 | $66.1K | 0.00% | +311+51.8% | Added |
| Quadrant Capital Group LLC | 948 | $68.8K | 0.01% | +70+8.0% | Added |
| Bellwether Advisors, LLC | 1,026 | $74.5K | 0.02% | −18,247−94.7% | Reduced |
| Tradition Wealth Management, LLC | 1,091 | $79.0K | 0.01% | +5+0.5% | Added |
| St. Johns Investment Management Company, LLC | 1,125 | $81.6K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,237 | $89.8K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,272 | $92.3K | 0.00% | +245+23.9% | Added |
| JFS Wealth Advisors, LLC | 1,281 | $93.0K | 0.01% | +9+0.7% | Added |
| Acadian Asset Management LLC | 1,310 | $94.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,345 | $97.6K | 0.01% | −104−7.2% | Reduced |
| Sentry Investment Management LLC | 1,357 | $98.0K | 0.04% | +160+13.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,357 | $98.5K | 0.00% | +1,357 | New |
| Cambridge Trust Co | 1,473 | $107.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,676 | $108.0K | 0.00% | +529+46.1% | Added |
| Vigilant Capital Management, LLC | 1,757 | $128.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,909 | $138.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 2,013 | $146.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,050 | $148.8K | 0.01% | +133+6.9% | Added |
| Globeflex Capital L P | 2,106 | $152.8K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,352 | $170.7K | 0.00% | +2,352 | New |
| Erste Asset Management GmbH | 2,400 | $175.8K | 0.00% | −3,800−61.3% | Reduced |
| Eagle Bay Advisors LLC | 2,455 | $178.2K | 0.10% | +493+25.1% | Added |
| Ameritas Investment Partners, Inc. | 2,622 | $184.4K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 2,571 | $186.6K | 0.04% | +2,571 | New |
| Central Trust Co | 2,602 | $188.8K | 0.01% | −45−1.7% | Reduced |
| Iron Horse Wealth Management, LLC | 2,744 | $199.0K | 0.11% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,757 | $200.1K | 0.03% | −431−13.5% | Reduced |
| State of Wyoming | 2,768 | $200.9K | 0.07% | −1,946−41.3% | Reduced |
| Moneta Group Investment Advisors LLC | 2,812 | $202.7K | 0.01% | +2,812 | New |
| Bridgefront Capital, LLC | 2,798 | $203.1K | 0.14% | +2,798 | New |
| Greenleaf Trust | 2,813 | $204.0K | 0.00% | +2,813 | New |
| Iron Financial, LLC | 2,822 | $204.8K | 0.12% | +2,822 | New |
| Mountain Pacific Investment Advisers Inc | 2,835 | $205.7K | 0.01% | +2,835 | New |
| MJP Associates Inc | 2,856 | $207.3K | 0.06% | −380−11.7% | Reduced |
| GYL Financial Synergies, LLC | 2,871 | $208.3K | 0.05% | +2,871 | New |
| Carlson Capital Management | 2,872 | $208.4K | 0.02% | +2,872 | New |
| Global Wealth Management Investment Advisory, Inc. | 2,887 | $209.5K | 0.07% | +2,887 | New |
| DoubleLine ETF Adviser LP | 2,888 | $209.6K | 0.11% | +2,888 | New |
| FinTrust Capital Advisors, LLC | 2,908 | $211.0K | 0.05% | +2,501+614.5% | Added |
| Smith Shellnut Wilson LLC | 2,946 | $213.8K | 0.13% | +2,946 | New |
| Aigen Investment Management, LP | 2,952 | $214.2K | 0.03% | +2,952 | New |
| Venture Visionary Partners LLC | 2,953 | $214.3K | 0.02% | +2,953 | New |
| Capital Impact Advisors, LLC | 2,983 | $216.5K | 0.21% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 3,004 | $218.0K | 0.01% | +3,004 | New |
| Aquatic Capital Management LLC | 3,000 | $218.0K | 0.02% | +3,000 | New |
| Precision Wealth Strategies, LLC | 3,016 | $218.9K | 0.23% | −52−1.7% | Reduced |
| Blue Barn Wealth, LLC | 3,037 | $220.4K | 0.15% | +3,037 | New |
| Harbor Investment Advisory, LLC | 3,050 | $221.3K | 0.03% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,071 | $222.9K | 0.12% | −188−5.8% | Reduced |
| Prospera Financial Services Inc | 3,071 | $222.9K | 0.01% | −487−13.7% | Reduced |
| Evercore Wealth Management, LLC | 3,075 | $223.2K | 0.00% | +3,075 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,091 | $224.3K | 0.16% | −1,275−29.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,095 | $224.6K | 0.01% | +3,095 | New |
| Wedmont Private Capital | 3,026 | $224.8K | 0.03% | +3,026 | New |
| Jarislowsky, Fraser Ltd | 3,114 | $226.0K | 0.00% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,142 | $228.0K | 0.01% | +3,142 | New |
| Glenmede Trust Co NA | 3,151 | $228.7K | 0.00% | +3,151 | New |
| Quantinno Capital Management LP | 3,202 | $232.0K | 0.02% | +3,202 | New |
| Zeke Capital Advisors, LLC | 3,276 | $237.7K | 0.02% | −533−14.0% | Reduced |
| Ingalls & Snyder LLC | 3,326 | $241.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3,333 | $241.9K | 0.02% | +3,333 | New |
| Planning Center, Inc. | 3,373 | $244.8K | 0.07% | +3,373 | New |
| Loomis Sayles & Co L P | 3,384 | $245.0K | 0.00% | +1,644+94.5% | Added |
| Pathstone Family Office, LLC | 8,857 | $247.2K | 0.00% | +8,857 | New |
| Cassaday & Co Wealth Management LLC | 3,415 | $247.8K | 0.01% | +3,415 | New |
| Treynor Bancshares, Inc. | 3,453 | $250.6K | 0.17% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,459 | $251.0K | 0.00% | +128+3.8% | Added |
| Federation des caisses Desjardins du Quebec | 3,487 | $253.1K | 0.00% | +100+3.0% | Added |
| Lazard Asset Management LLC | 3,579 | $258.0K | 0.00% | −14,858−80.6% | Reduced |
| IFG Advisory, LLC | 3,636 | $263.0K | 0.03% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,652 | $265.1K | 0.08% | +211+6.1% | Added |
| Osterweis Capital Management Inc | 3,667 | $266.1K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,667 | $266.2K | 0.02% | −3,796−50.9% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 3,715 | $269.6K | 0.26% | +3,715 | New |
| Checchi Capital Advisers, LLC | 3,756 | $272.6K | 0.03% | +29+0.8% | Added |
| Level Four Advisory Services, LLC | 3,758 | $272.7K | 0.02% | +3,758 | New |
| B. Metzler seel. Sohn & Co. AG | 3,777 | $274.1K | 0.00% | +614+19.4% | Added |
| Virginia Retirement Systems Et Al | 3,800 | $275.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,613 | $277.0K | 0.01% | −492−12.0% | Reduced |
| Epoch Investment Partners, Inc. | 3,822 | $277.4K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 3,828 | $277.8K | 0.27% | +784+25.8% | Added |
| XTX Topco Ltd | 3,845 | $279.0K | 0.06% | −5,956−60.8% | Reduced |
| Presidio Capital Management, LLC | 3,898 | $282.9K | 0.26% | −409−9.5% | Reduced |
| Fortis Capital Advisors, LLC | 4,019 | $291.7K | 0.17% | +4,019 | New |
| CWS Financial Advisors, LLC | 3,904 | $294.0K | 0.13% | −1,574−28.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,063 | $294.9K | 0.01% | +40+1.0% | Added |
| Silvercrest Asset Management Group LLC | 4,085 | $296.4K | 0.00% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,087 | $296.6K | 0.23% | +4,087 | New |
| Sheaff Brock Investment Advisors, LLC | 4,133 | $299.9K | 0.03% | +4,133 | New |
| Coldstream Capital Management Inc | 4,143 | $300.7K | 0.01% | +4,143 | New |
| Tokio Marine Asset Management Co Ltd | 4,183 | $303.6K | 0.02% | +322+8.3% | Added |
| Tower Research Capital LLC (TRC) | 4,183 | $304.0K | 0.01% | −4,984−54.4% | Reduced |