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 |
|---|---|---|---|---|---|
| Aureus Asset Management, LLC | 4,195 | $304.4K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,276 | $310.3K | 0.09% | 00.0% | Unchanged |
| Ami Investment Management Inc | 4,319 | $313.4K | 0.16% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,366 | $316.8K | 0.01% | −8,654−66.5% | Reduced |
| RWM Asset Management, LLC | 4,405 | $319.7K | 0.07% | −253−5.4% | Reduced |
| Oppenheimer & Co Inc | 4,500 | $326.6K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 4,500 | $326.6K | 0.11% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,586 | $332.8K | 0.03% | +13+0.3% | Added |
| Eagle Harbor Asset Management Inc | 4,607 | $334.3K | 0.49% | −730−13.7% | Reduced |
| Fiduciary Alliance LLC | 4,612 | $334.7K | 0.09% | +4,612 | New |
| Schechter Investment Advisors, LLC | 4,624 | $335.6K | 0.03% | −154−3.2% | Reduced |
| Romano Brothers and Company | 4,625 | $335.6K | 0.05% | −237−4.9% | Reduced |
| Trustmark National Bank Trust Department | 4,671 | $339.0K | 0.03% | +1,000+27.2% | Added |
| Eagle Ridge Investment Management | 4,708 | $341.7K | 0.04% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,724 | $342.8K | 0.04% | +191+4.2% | Added |
| Aptus Capital Advisors, LLC | 4,727 | $343.0K | 0.01% | +223+5.0% | Added |
| Alps Advisors Inc | 4,729 | $343.2K | 0.00% | −21−0.4% | Reduced |
| Acrisure Capital Management, LLC | 4,770 | $346.2K | 0.38% | +4,770 | New |
| Trexquant Investment LP | 4,822 | $349.9K | 0.01% | +4,822 | New |
| Balentine LLC | 4,872 | $353.6K | 0.01% | −242−4.7% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,898 | $355.4K | 0.29% | 00.0% | Unchanged |
| Somerset Trust Co | 4,904 | $356.0K | 0.15% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 5,000 | $362.9K | 0.16% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,060 | $367.0K | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,103 | $370.3K | 0.04% | +405+8.6% | Added |
| Great Valley Advisor Group, Inc. | 5,132 | $372.4K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 5,216 | $378.5K | 0.00% | −1,052−16.8% | Reduced |
| Virtu Financial LLC | 5,292 | $384.0K | 0.05% | +5,292 | New |
| Carmel Capital Partners, LLC | 5,325 | $386.4K | 0.27% | 00.0% | Unchanged |
| Wealth Alliance | 5,397 | $391.7K | 0.07% | +7+0.1% | Added |
| Hamilton Wealth, LLC | 5,397 | $391.7K | 0.16% | −66−1.2% | Reduced |
| Argus Investors' Counsel, Inc. | 5,437 | $394.6K | 0.32% | +5,437 | New |
| Cetera Advisors LLC | 5,645 | $409.7K | 0.01% | +5,645 | New |
| Resources Investment Advisors, LLC. | 5,648 | $409.9K | 0.01% | −57−1.0% | Reduced |
| American Trust | 5,740 | $416.6K | 0.04% | −1,654−22.4% | Reduced |
| Machina Capital S.A.S. | 5,746 | $417.0K | 0.77% | +5,746 | New |
| BCJ Capital Management, LLC | 5,866 | $425.7K | 0.04% | +534+10.0% | Added |
| Lincoln National Corp | 5,890 | $427.5K | 0.01% | +370+6.7% | Added |
| GWM Advisors LLC | 7,611 | $427.7K | 0.01% | +2,149+39.3% | Added |
| Baader Bank INC | 5,900 | $428.2K | 0.04% | +5,900 | New |
| Private Advisor Group, LLC | 16,099 | $431.5K | 0.02% | +1,622+11.2% | Added |
| Qtron Investments LLC | 5,949 | $431.7K | 0.09% | 00.0% | Unchanged |
| Oak Thistle LLC | 5,962 | $432.7K | 0.93% | +5,962 | New |
| Hilltop Holdings Inc. | 5,986 | $434.4K | 0.06% | −40−0.7% | Reduced |
| Forum Financial Management, LP | 6,069 | $440.4K | 0.01% | −41−0.7% | Reduced |
| Metis Global Partners, LLC | 6,088 | $441.8K | 0.04% | +1,595+35.5% | Added |
| Private Advisory Group LLC | 6,090 | $442.0K | 0.10% | +6,090 | New |
| Fort Washington Investment Advisors Inc | 6,150 | $446.0K | 0.00% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 6,219 | $451.3K | 0.10% | +6+0.1% | Added |
| Snowden Capital Advisors LLC | 6,243 | $453.1K | 0.02% | −639−9.3% | Reduced |
| Harvest Investment Services, LLC | 6,294 | $456.8K | 0.49% | +6,294 | New |
| Stevens Capital Management LP | 6,306 | $458.0K | 0.29% | +600+10.5% | Added |
| SRB Corp | 6,324 | $459.0K | 0.03% | −248−3.8% | Reduced |
| Pacitti Group Inc. | 6,368 | $462.1K | 0.36% | +359+6.0% | Added |
| Ethic Inc. | 6,371 | $462.3K | 0.02% | −1,973−23.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,406 | $464.9K | 0.01% | −1,181−15.6% | Reduced |
| Cobblestone Capital Advisors LLC | 6,414 | $465.5K | 0.04% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 6,415 | $465.5K | 0.26% | +6,415 | New |
| Echo Street Capital Management LLC | 6,485 | $470.6K | 0.00% | +6,485 | New |
| Matrix Private Capital Group LLC | 6,505 | $472.1K | 0.31% | −300−4.4% | Reduced |
| Citadel Investment Advisory, Inc. | 6,516 | $473.0K | 0.32% | −112−1.7% | Reduced |
| Davenport & Co LLC | 6,562 | $476.0K | 0.00% | +221+3.5% | Added |
| AdvisorNet Financial, Inc | 6,592 | $478.3K | 0.05% | +56+0.9% | Added |
| Capital Asset Advisory Services LLC | 6,079 | $483.4K | 0.04% | −8,425−58.1% | Reduced |
| Hillsdale Investment Management Inc. | 6,710 | $486.9K | 0.04% | +6,500+3,095.2% | Added |
| Baird Financial Group, Inc. | 6,723 | $488.0K | 0.00% | +940+16.3% | Added |
| Coastline Trust Co | 6,735 | $488.8K | 0.07% | −270−3.9% | Reduced |
| Gifford Fong Associates | 6,750 | $490.0K | 0.11% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 6,830 | $495.7K | 0.00% | +4+0.1% | Added |
| Cerity Partners LLC | 6,876 | $499.0K | 0.00% | +3,496+103.4% | Added |
| Bradley Foster & Sargent Inc | 6,925 | $502.5K | 0.01% | +800+13.1% | Added |
| Steward Partners Investment Advisory, LLC | 6,941 | $503.7K | 0.01% | +305+4.6% | Added |
| EverSource Wealth Advisors, LLC | 7,000 | $508.0K | 0.08% | −5,430−43.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,245 | $526.0K | 0.03% | +7,245 | New |
| Brinker Capital Investments, LLC | 7,251 | $526.2K | 0.01% | +108+1.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,320 | $531.0K | 0.05% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 7,375 | $535.2K | 0.35% | −1,050−12.5% | Reduced |
| Gratus Capital LLC | 7,415 | $538.1K | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 7,458 | $541.2K | 0.02% | +7,458 | New |
| NCM Capital Management, LLC | 7,496 | $544.0K | 0.36% | +30.0% | Added |
| Umb Bank N A | 7,617 | $553.0K | 0.01% | −10.0% | Reduced |
| Veritable, L.P. | 7,680 | $557.3K | 0.01% | +187+2.5% | Added |
| Moody Aldrich Partners LLC | 7,718 | $560.1K | 0.11% | +1,139+17.3% | Added |
| Atria Wealth Solutions, Inc. | 7,728 | $560.8K | 0.01% | +1,600+26.1% | Added |
| Commerce Bank | 7,770 | $563.9K | 0.00% | −528−6.4% | Reduced |
| CoreCap Advisors, LLC | 7,867 | $570.9K | 0.04% | +2,224+39.4% | Added |
| La Banque Postale Asset Management SA | 8,039 | $583.4K | 0.02% | +8,039 | New |
| Private Trust Co NA | 8,100 | $588.0K | 0.09% | +46+0.6% | Added |
| Toth Financial Advisory Corp | 8,125 | $589.6K | 0.10% | −1,475−15.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,193 | $595.0K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 8,218 | $598.3K | 0.01% | +8,218 | New |
| Verition Fund Management LLC | 8,250 | $598.7K | 0.01% | +376+4.8% | Added |
| AE Wealth Management LLC | 8,384 | $608.4K | 0.00% | −5,150−38.1% | Reduced |
| Mirabella Financial Services LLP | 8,408 | $610.2K | 0.05% | −22,895−73.1% | Reduced |
| Meeder Asset Management Inc | 8,422 | $611.2K | 0.05% | −8,596−50.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 8,662 | $628.6K | 0.26% | −150−1.7% | Reduced |
| Advisor Partners II, LLC | 8,823 | $640.3K | 0.04% | +1,528+20.9% | Added |
| Compass Wealth Management LLC | 8,889 | $645.1K | 0.21% | +8,889 | New |
| Bellevue Asset Management, LLC | 9,000 | $649.4K | 0.50% | 00.0% | Unchanged |
| Horizon Investments, LLC | 9,040 | $652.0K | 0.02% | −730−7.5% | Reduced |