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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 22,733 | $1.65M | 0.04% | −3,199−12.3% | Reduced |
| CX Institutional | 22,657 | $1.64M | 0.10% | +17+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 21,934 | $1.59M | 0.38% | +21,934 | New |
| Willow Creek Wealth Management Inc. | 21,920 | $1.59M | 0.26% | −2,735−11.1% | Reduced |
| Assetmark, Inc | 21,810 | $1.58M | 0.01% | +21,518+7,369.2% | Added |
| Leavell Investment Management, Inc. | 21,593 | $1.57M | 0.12% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 21,070 | $1.53M | 0.20% | −440−2.0% | Reduced |
| Heritage Wealth Management, LLC | 20,955 | $1.52M | 0.22% | +11,064+111.9% | Added |
| Hanlon Investment Management, Inc. | 20,955 | $1.52M | 0.52% | +538+2.6% | Added |
| Personal Cfo Solutions, LLC | 20,819 | $1.51M | 0.32% | +896+4.5% | Added |
| Desjardins Global Asset Management Inc. | 20,632 | $1.50M | 0.24% | −3,484−14.4% | Reduced |
| Applied Capital LLC | 20,096 | $1.46M | 1.46% | +20,096 | New |
| Pensionfund Sabic | 20,000 | $1.45M | 0.47% | 00.0% | Unchanged |
| Macquarie Group Ltd | 19,512 | $1.42M | 0.00% | −2,622−11.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,499 | $1.42M | 0.00% | +17,428+841.5% | Added |
| Hartford Investment Management Co | 19,421 | $1.41M | 0.04% | −381−1.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 19,300 | $1.40M | 0.03% | 00.0% | Unchanged |
| Twin Capital Management Inc | 19,264 | $1.40M | 0.18% | −47−0.2% | Reduced |
| Cetera Advisor Networks LLC | 18,752 | $1.36M | 0.01% | +14,436+334.5% | Added |
| British Columbia Investment Management Corp | 18,675 | $1.36M | 0.01% | −2,115−10.2% | Reduced |
| Cetera Investment Advisers | 18,534 | $1.35M | 0.01% | −2,770−13.0% | Reduced |
| Nicholas Investment Partners, LP | 18,487 | $1.34M | 0.12% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 18,400 | $1.33M | 0.03% | +3,122+20.4% | Added |
| Advisor OS, LLC | 18,237 | $1.32M | 0.35% | +253+1.4% | Added |
| Baker Tilly Wealth Management, LLC | 18,037 | $1.31M | 0.16% | +494+2.8% | Added |
| Insight Inv LLC | 17,800 | $1.29M | 1.30% | +85+0.5% | Added |
| M&T Bank Corp | 17,439 | $1.27M | 0.01% | +343+2.0% | Added |
| Jefferies Financial Group Inc. | 17,258 | $1.25M | 0.02% | +17,258 | New |
| Securian Asset Management, Inc | 17,205 | $1.25M | 0.03% | +579+3.5% | Added |
| DF Dent & Co Inc | 17,002 | $1.23M | 0.02% | −10.0% | Reduced |
| First Hawaiian Bank | 16,990 | $1.23M | 0.04% | −1,680−9.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,897 | $1.23M | 0.02% | +143+0.9% | Added |
| Elgethun Capital Management | 16,896 | $1.22M | 0.44% | −2,936−14.8% | Reduced |
| Guggenheim Capital LLC | 16,715 | $1.21M | 0.01% | +151+0.9% | Added |
| Grace & White Inc | 16,580 | $1.20M | 0.24% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 16,477 | $1.20M | 0.01% | +3,546+27.4% | Added |
| Elo Mutual Pension Insurance Co | 16,420 | $1.19M | 0.04% | +528+3.3% | Added |
| Prudential PLC | 16,376 | $1.19M | 0.01% | +9,632+142.8% | Added |
| Estate Counselors, LLC | 16,315 | $1.18M | 0.17% | +40+0.2% | Added |
| Kestra Advisory Services, LLC | 16,141 | $1.17M | 0.01% | +3,321+25.9% | Added |
| Kentucky Retirement Systems | 16,059 | $1.17M | 0.05% | +70+0.4% | Added |
| Maryland State Retirement & Pension System | 15,960 | $1.16M | 0.03% | +15,960 | New |
| CI Private Wealth, LLC | 15,952 | $1.16M | 0.00% | +15,952 | New |
| JustInvest LLC | 15,898 | $1.15M | 0.05% | +160+1.0% | Added |
| Trust Co of Vermont | 15,891 | $1.15M | 0.08% | −103−0.6% | Reduced |
| Waverton Investment Management Ltd | 15,727 | $1.14M | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 15,625 | $1.13M | 0.21% | +418+2.7% | Added |
| Ossiam | 15,234 | $1.11M | 0.03% | −4,318−22.1% | Reduced |
| Toroso Investments, LLC | 15,027 | $1.09M | 0.04% | +5,646+60.2% | Added |
| Advisory Services Network, LLC | 15,004 | $1.09M | 0.03% | −3,551−19.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,967 | $1.09M | 0.02% | +2,057+15.9% | Added |
| ETF Managers Group, LLC | 14,650 | $1.06M | 0.05% | +4,295+41.5% | Added |
| Westpac Banking Corp | 14,626 | $1.06M | 0.02% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 14,370 | $1.04M | 0.14% | −622−4.1% | Reduced |
| Investment Management Corp of Ontario | 14,270 | $1.04M | 0.05% | +14,270 | New |
| National Asset Management, Inc. | 14,265 | $1.04M | 0.03% | +2,130+17.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 14,243 | $1.03M | 0.02% | +14,243 | New |
| Fisher Asset Management, LLC | 14,059 | $1.02M | 0.00% | +14,059 | New |
| Kula Investments, LLC | 14,055 | $1.02M | 0.36% | +14,055 | New |
| Stegent Equity Advisors, Inc. | 13,897 | $1.01M | 1.21% | −18−0.1% | Reduced |
| Citizens National Bank Trust Department | 13,830 | $1.00M | 0.28% | +1,280+10.2% | Added |
| LVW Advisors, LLC | 13,774 | $999.6K | 0.21% | −1,340−8.9% | Reduced |
| Axxcess Wealth Management, LLC | 13,567 | $984.5K | 0.08% | −671−4.7% | Reduced |
| Premier Fund Managers Ltd | 13,300 | $974.0K | 0.04% | +13,300 | New |
| Park Avenue Securities LLC | 13,342 | $968.0K | 0.02% | −2,224−14.3% | Reduced |
| Louisiana State Employees Retirement System | 13,200 | $958.0K | 0.03% | +100+0.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 13,181 | $956.5K | 0.63% | +139+1.1% | Added |
| MorganRosel Wealth Management, LLC | 13,114 | $951.7K | 0.44% | +2,368+22.0% | Added |
| Hantz Financial Services, Inc. | 13,081 | $949.0K | 0.03% | +1,436+12.3% | Added |
| D.A. Davidson & Co. | 12,963 | $940.8K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 12,826 | $930.8K | 0.02% | +200+1.6% | Added |
| Vestcor Inc | 12,450 | $903.0K | 0.03% | +35+0.3% | Added |
| Nordea Investment Management AB | 12,370 | $900.2K | 0.00% | −547−4.2% | Reduced |
| Quantbot Technologies LP | 12,402 | $900.0K | 0.06% | −9,355−43.0% | Reduced |
| Seeyond | 12,313 | $893.6K | 0.09% | +5,548+82.0% | Added |
| Symmetry Partners, LLC | 12,068 | $876.0K | 0.05% | +820+7.3% | Added |
| Vident Investment Advisory, LLC | 12,062 | $875.3K | 0.03% | −33,375−73.5% | Reduced |
| Townsend & Associates, Inc | 12,725 | $871.2K | 0.43% | +12,725 | New |
| Connectus Wealth, LLC | 11,767 | $854.0K | 0.02% | −455−3.7% | Reduced |
| Quantamental Technologies LLC | 11,730 | $851.2K | 0.39% | −6−0.1% | Reduced |
| HM Payson & Co | 11,660 | $846.2K | 0.02% | +150+1.3% | Added |
| Ci Investments Inc. | 11,431 | $829.0K | 0.00% | +654+6.1% | Added |
| Ritholtz Wealth Management | 11,380 | $825.8K | 0.05% | +454+4.2% | Added |
| Metropolitan Life Insurance Co | 11,342 | $823.1K | 0.04% | −818−6.7% | Reduced |
| Alyeska Investment Group, L.P. | 11,319 | $821.4K | 0.01% | −191,063−94.4% | Reduced |
| Resonant Capital Advisors, LLC | 11,289 | $819.2K | 0.10% | −317−2.7% | Reduced |
| Quadrature Capital Ltd | 11,258 | $817.0K | 0.02% | −10,558−48.4% | Reduced |
| St. James Investment Advisors, LLC | 11,183 | $811.5K | 1.49% | −1,055−8.6% | Reduced |
| Cumberland Partners Ltd | 11,000 | $798.3K | 0.08% | +11,000 | New |
| SRN Advisors, LLC | 10,984 | $797.1K | 0.79% | +10,984 | New |
| Virtus ETF Advisers LLC | 10,826 | $785.6K | 0.41% | +272+2.6% | Added |
| YHB Investment Advisors, Inc. | 10,793 | $783.2K | 0.08% | −25−0.2% | Reduced |
| Ancora Advisors, LLC | 10,712 | $777.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 10,696 | $776.0K | 0.08% | −7,577−41.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 10,658 | $773.5K | 0.23% | −307−2.8% | Reduced |
| Toews Corp | 10,600 | $769.2K | 0.38% | −7,000−39.8% | Reduced |
| Wealth Quarterback LLC | 10,570 | $767.1K | 0.64% | +67+0.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,434 | $757.0K | 0.02% | +4,896+88.4% | Added |
| US Bancorp | 10,256 | $744.8K | 0.00% | −633−5.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,175 | $738.0K | 0.04% | −100−1.0% | Reduced |