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 |
|---|---|---|---|---|---|
| Cadent Capital Advisors, LLC | 9,384 | $681.0K | 0.41% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 9,435 | $684.7K | 0.15% | +24+0.3% | Added |
| CFO4Life, L.P. | 9,435 | $684.7K | 0.15% | +9,435 | New |
| Banque Cantonale Vaudoise | 9,506 | $690.0K | 0.04% | −900−8.6% | Reduced |
| Cipher Capital LP | 9,522 | $691.0K | 0.13% | +9,522 | New |
| Scholtz & Company, LLC | 9,550 | $693.0K | 0.49% | +9,550 | New |
| Stoneridge Investment Partners LLC | 9,661 | $701.0K | 0.39% | +9,661 | New |
| Strategy Asset Managers LLC | 9,669 | $702.0K | 0.18% | −17−0.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 9,750 | $707.6K | 0.01% | +13+0.1% | Added |
| New Mexico Educational Retirement Board | 9,750 | $708.0K | 0.04% | −1,000−9.3% | Reduced |
| Everence Capital Management Inc | 9,825 | $713.0K | 0.06% | 00.0% | Unchanged |
| Swedbank AB | 9,844 | $714.4K | 0.00% | 00.0% | Unchanged |
| Scotia Capital Inc. | 9,999 | $725.7K | 0.01% | +2,412+31.8% | Added |
| FJ Capital Management LLC | 10,080 | $731.5K | 0.09% | −2,920−22.5% | Reduced |
| Norinchukin Bank, The | 10,152 | $736.7K | 0.02% | −2,819−21.7% | Reduced |
| Resources Management Corp | 10,153 | $737.0K | 0.12% | −450−4.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,175 | $738.0K | 0.04% | −100−1.0% | Reduced |
| US Bancorp | 10,256 | $744.8K | 0.00% | −633−5.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,434 | $757.0K | 0.02% | +4,896+88.4% | Added |
| Wealth Quarterback LLC | 10,570 | $767.1K | 0.64% | +67+0.6% | Added |
| Toews Corp | 10,600 | $769.2K | 0.38% | −7,000−39.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 10,658 | $773.5K | 0.23% | −307−2.8% | Reduced |
| Laurel Wealth Advisors, Inc. | 10,696 | $776.0K | 0.08% | −7,577−41.5% | Reduced |
| Ancora Advisors, LLC | 10,712 | $777.0K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 10,793 | $783.2K | 0.08% | −25−0.2% | Reduced |
| Virtus ETF Advisers LLC | 10,826 | $785.6K | 0.41% | +272+2.6% | Added |
| SRN Advisors, LLC | 10,984 | $797.1K | 0.79% | +10,984 | New |
| Cumberland Partners Ltd | 11,000 | $798.3K | 0.08% | +11,000 | New |
| St. James Investment Advisors, LLC | 11,183 | $811.5K | 1.49% | −1,055−8.6% | Reduced |
| Quadrature Capital Ltd | 11,258 | $817.0K | 0.02% | −10,558−48.4% | Reduced |
| Resonant Capital Advisors, LLC | 11,289 | $819.2K | 0.10% | −317−2.7% | Reduced |
| Alyeska Investment Group, L.P. | 11,319 | $821.4K | 0.01% | −191,063−94.4% | Reduced |
| Metropolitan Life Insurance Co | 11,342 | $823.1K | 0.04% | −818−6.7% | Reduced |
| Ritholtz Wealth Management | 11,380 | $825.8K | 0.05% | +454+4.2% | Added |
| Ci Investments Inc. | 11,431 | $829.0K | 0.00% | +654+6.1% | Added |
| HM Payson & Co | 11,660 | $846.2K | 0.02% | +150+1.3% | Added |
| Quantamental Technologies LLC | 11,730 | $851.2K | 0.39% | −6−0.1% | Reduced |
| Connectus Wealth, LLC | 11,767 | $854.0K | 0.02% | −455−3.7% | Reduced |
| Townsend & Associates, Inc | 12,725 | $871.2K | 0.43% | +12,725 | New |
| Vident Investment Advisory, LLC | 12,062 | $875.3K | 0.03% | −33,375−73.5% | Reduced |
| Symmetry Partners, LLC | 12,068 | $876.0K | 0.05% | +820+7.3% | Added |
| Seeyond | 12,313 | $893.6K | 0.09% | +5,548+82.0% | Added |
| Quantbot Technologies LP | 12,402 | $900.0K | 0.06% | −9,355−43.0% | Reduced |
| Nordea Investment Management AB | 12,370 | $900.2K | 0.00% | −547−4.2% | Reduced |
| Vestcor Inc | 12,450 | $903.0K | 0.03% | +35+0.3% | Added |
| Stephens Inc | 12,826 | $930.8K | 0.02% | +200+1.6% | Added |
| D.A. Davidson & Co. | 12,963 | $940.8K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 13,081 | $949.0K | 0.03% | +1,436+12.3% | Added |
| MorganRosel Wealth Management, LLC | 13,114 | $951.7K | 0.44% | +2,368+22.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 13,181 | $956.5K | 0.63% | +139+1.1% | Added |
| Louisiana State Employees Retirement System | 13,200 | $958.0K | 0.03% | +100+0.8% | Added |
| Park Avenue Securities LLC | 13,342 | $968.0K | 0.02% | −2,224−14.3% | Reduced |
| Premier Fund Managers Ltd | 13,300 | $974.0K | 0.04% | +13,300 | New |
| Axxcess Wealth Management, LLC | 13,567 | $984.5K | 0.08% | −671−4.7% | Reduced |
| LVW Advisors, LLC | 13,774 | $999.6K | 0.21% | −1,340−8.9% | Reduced |
| Citizens National Bank Trust Department | 13,830 | $1.00M | 0.28% | +1,280+10.2% | Added |
| Stegent Equity Advisors, Inc. | 13,897 | $1.01M | 1.21% | −18−0.1% | Reduced |
| Kula Investments, LLC | 14,055 | $1.02M | 0.36% | +14,055 | New |
| Fisher Asset Management, LLC | 14,059 | $1.02M | 0.00% | +14,059 | New |
| Dai-Ichi Life Insurance Company, Ltd | 14,243 | $1.03M | 0.02% | +14,243 | New |
| National Asset Management, Inc. | 14,265 | $1.04M | 0.03% | +2,130+17.6% | Added |
| Investment Management Corp of Ontario | 14,270 | $1.04M | 0.05% | +14,270 | New |
| Sawtooth Solutions, LLC | 14,370 | $1.04M | 0.14% | −622−4.1% | Reduced |
| Westpac Banking Corp | 14,626 | $1.06M | 0.02% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 14,650 | $1.06M | 0.05% | +4,295+41.5% | Added |
| O'Shaughnessy Asset Management, LLC | 14,967 | $1.09M | 0.02% | +2,057+15.9% | Added |
| Advisory Services Network, LLC | 15,004 | $1.09M | 0.03% | −3,551−19.1% | Reduced |
| Toroso Investments, LLC | 15,027 | $1.09M | 0.04% | +5,646+60.2% | Added |
| Ossiam | 15,234 | $1.11M | 0.03% | −4,318−22.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,625 | $1.13M | 0.21% | +418+2.7% | Added |
| Waverton Investment Management Ltd | 15,727 | $1.14M | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 15,891 | $1.15M | 0.08% | −103−0.6% | Reduced |
| JustInvest LLC | 15,898 | $1.15M | 0.05% | +160+1.0% | Added |
| CI Private Wealth, LLC | 15,952 | $1.16M | 0.00% | +15,952 | New |
| Maryland State Retirement & Pension System | 15,960 | $1.16M | 0.03% | +15,960 | New |
| Kentucky Retirement Systems | 16,059 | $1.17M | 0.05% | +70+0.4% | Added |
| Kestra Advisory Services, LLC | 16,141 | $1.17M | 0.01% | +3,321+25.9% | Added |
| Estate Counselors, LLC | 16,315 | $1.18M | 0.17% | +40+0.2% | Added |
| Prudential PLC | 16,376 | $1.19M | 0.01% | +9,632+142.8% | Added |
| Elo Mutual Pension Insurance Co | 16,420 | $1.19M | 0.04% | +528+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,477 | $1.20M | 0.01% | +3,546+27.4% | Added |
| Grace & White Inc | 16,580 | $1.20M | 0.24% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 16,715 | $1.21M | 0.01% | +151+0.9% | Added |
| Elgethun Capital Management | 16,896 | $1.22M | 0.44% | −2,936−14.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,897 | $1.23M | 0.02% | +143+0.9% | Added |
| First Hawaiian Bank | 16,990 | $1.23M | 0.04% | −1,680−9.0% | Reduced |
| DF Dent & Co Inc | 17,002 | $1.23M | 0.02% | −10.0% | Reduced |
| Securian Asset Management, Inc | 17,205 | $1.25M | 0.03% | +579+3.5% | Added |
| Jefferies Financial Group Inc. | 17,258 | $1.25M | 0.02% | +17,258 | New |
| M&T Bank Corp | 17,439 | $1.27M | 0.01% | +343+2.0% | Added |
| Insight Inv LLC | 17,800 | $1.29M | 1.30% | +85+0.5% | Added |
| Baker Tilly Wealth Management, LLC | 18,037 | $1.31M | 0.16% | +494+2.8% | Added |
| Advisor OS, LLC | 18,237 | $1.32M | 0.35% | +253+1.4% | Added |
| Crossmark Global Holdings, Inc. | 18,400 | $1.33M | 0.03% | +3,122+20.4% | Added |
| Nicholas Investment Partners, LP | 18,487 | $1.34M | 0.12% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,534 | $1.35M | 0.01% | −2,770−13.0% | Reduced |
| British Columbia Investment Management Corp | 18,675 | $1.36M | 0.01% | −2,115−10.2% | Reduced |
| Cetera Advisor Networks LLC | 18,752 | $1.36M | 0.01% | +14,436+334.5% | Added |
| Twin Capital Management Inc | 19,264 | $1.40M | 0.18% | −47−0.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 19,300 | $1.40M | 0.03% | 00.0% | Unchanged |