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 |
|---|---|---|---|---|---|
| Resources Management Corp | 10,153 | $737.0K | 0.12% | −450−4.2% | Reduced |
| Norinchukin Bank, The | 10,152 | $736.7K | 0.02% | −2,819−21.7% | Reduced |
| FJ Capital Management LLC | 10,080 | $731.5K | 0.09% | −2,920−22.5% | Reduced |
| Scotia Capital Inc. | 9,999 | $725.7K | 0.01% | +2,412+31.8% | Added |
| Swedbank AB | 9,844 | $714.4K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,825 | $713.0K | 0.06% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 9,750 | $708.0K | 0.04% | −1,000−9.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 9,750 | $707.6K | 0.01% | +13+0.1% | Added |
| Strategy Asset Managers LLC | 9,669 | $702.0K | 0.18% | −17−0.2% | Reduced |
| Stoneridge Investment Partners LLC | 9,661 | $701.0K | 0.39% | +9,661 | New |
| Scholtz & Company, LLC | 9,550 | $693.0K | 0.49% | +9,550 | New |
| Cipher Capital LP | 9,522 | $691.0K | 0.13% | +9,522 | New |
| Banque Cantonale Vaudoise | 9,506 | $690.0K | 0.04% | −900−8.6% | Reduced |
| 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 |
| Cadent Capital Advisors, LLC | 9,384 | $681.0K | 0.41% | 00.0% | Unchanged |
| Horizon Investments, LLC | 9,040 | $652.0K | 0.02% | −730−7.5% | Reduced |
| Bellevue Asset Management, LLC | 9,000 | $649.4K | 0.50% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 8,889 | $645.1K | 0.21% | +8,889 | New |
| Advisor Partners II, LLC | 8,823 | $640.3K | 0.04% | +1,528+20.9% | Added |
| Murphy Pohlad Asset Management LLC | 8,662 | $628.6K | 0.26% | −150−1.7% | Reduced |
| Meeder Asset Management Inc | 8,422 | $611.2K | 0.05% | −8,596−50.5% | Reduced |
| Mirabella Financial Services LLP | 8,408 | $610.2K | 0.05% | −22,895−73.1% | Reduced |
| AE Wealth Management LLC | 8,384 | $608.4K | 0.00% | −5,150−38.1% | Reduced |
| Verition Fund Management LLC | 8,250 | $598.7K | 0.01% | +376+4.8% | Added |
| Vontobel Holding Ltd. | 8,218 | $598.3K | 0.01% | +8,218 | New |
| Thompson Siegel & Walmsley LLC | 8,193 | $595.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8,125 | $589.6K | 0.10% | −1,475−15.4% | Reduced |
| Private Trust Co NA | 8,100 | $588.0K | 0.09% | +46+0.6% | Added |
| La Banque Postale Asset Management SA | 8,039 | $583.4K | 0.02% | +8,039 | New |
| CoreCap Advisors, LLC | 7,867 | $570.9K | 0.04% | +2,224+39.4% | Added |
| Commerce Bank | 7,770 | $563.9K | 0.00% | −528−6.4% | Reduced |
| Atria Wealth Solutions, Inc. | 7,728 | $560.8K | 0.01% | +1,600+26.1% | Added |
| Moody Aldrich Partners LLC | 7,718 | $560.1K | 0.11% | +1,139+17.3% | Added |
| Veritable, L.P. | 7,680 | $557.3K | 0.01% | +187+2.5% | Added |
| Umb Bank N A | 7,617 | $553.0K | 0.01% | −10.0% | Reduced |
| NCM Capital Management, LLC | 7,496 | $544.0K | 0.36% | +30.0% | Added |
| Boothbay Fund Management, LLC | 7,458 | $541.2K | 0.02% | +7,458 | New |
| Gratus Capital LLC | 7,415 | $538.1K | 0.04% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 7,375 | $535.2K | 0.35% | −1,050−12.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,320 | $531.0K | 0.05% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 7,251 | $526.2K | 0.01% | +108+1.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,245 | $526.0K | 0.03% | +7,245 | New |
| EverSource Wealth Advisors, LLC | 7,000 | $508.0K | 0.08% | −5,430−43.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,941 | $503.7K | 0.01% | +305+4.6% | Added |
| Bradley Foster & Sargent Inc | 6,925 | $502.5K | 0.01% | +800+13.1% | Added |
| Cerity Partners LLC | 6,876 | $499.0K | 0.00% | +3,496+103.4% | Added |
| Personal Capital Advisors Corp | 6,830 | $495.7K | 0.00% | +4+0.1% | Added |
| Gifford Fong Associates | 6,750 | $490.0K | 0.11% | 00.0% | Unchanged |
| Coastline Trust Co | 6,735 | $488.8K | 0.07% | −270−3.9% | Reduced |
| Baird Financial Group, Inc. | 6,723 | $488.0K | 0.00% | +940+16.3% | Added |
| Hillsdale Investment Management Inc. | 6,710 | $486.9K | 0.04% | +6,500+3,095.2% | Added |
| Capital Asset Advisory Services LLC | 6,079 | $483.4K | 0.04% | −8,425−58.1% | Reduced |
| AdvisorNet Financial, Inc | 6,592 | $478.3K | 0.05% | +56+0.9% | Added |
| Davenport & Co LLC | 6,562 | $476.0K | 0.00% | +221+3.5% | Added |
| Citadel Investment Advisory, Inc. | 6,516 | $473.0K | 0.32% | −112−1.7% | Reduced |
| Matrix Private Capital Group LLC | 6,505 | $472.1K | 0.31% | −300−4.4% | Reduced |
| Echo Street Capital Management LLC | 6,485 | $470.6K | 0.00% | +6,485 | New |
| TriaGen Wealth Management LLC | 6,415 | $465.5K | 0.26% | +6,415 | New |
| Cobblestone Capital Advisors LLC | 6,414 | $465.5K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,406 | $464.9K | 0.01% | −1,181−15.6% | Reduced |
| Ethic Inc. | 6,371 | $462.3K | 0.02% | −1,973−23.6% | Reduced |
| Pacitti Group Inc. | 6,368 | $462.1K | 0.36% | +359+6.0% | Added |
| SRB Corp | 6,324 | $459.0K | 0.03% | −248−3.8% | Reduced |
| Stevens Capital Management LP | 6,306 | $458.0K | 0.29% | +600+10.5% | Added |
| Harvest Investment Services, LLC | 6,294 | $456.8K | 0.49% | +6,294 | New |
| Snowden Capital Advisors LLC | 6,243 | $453.1K | 0.02% | −639−9.3% | Reduced |
| TrinityPoint Wealth, LLC | 6,219 | $451.3K | 0.10% | +6+0.1% | Added |
| Fort Washington Investment Advisors Inc | 6,150 | $446.0K | 0.00% | 00.0% | Unchanged |
| Private Advisory Group LLC | 6,090 | $442.0K | 0.10% | +6,090 | New |
| Metis Global Partners, LLC | 6,088 | $441.8K | 0.04% | +1,595+35.5% | Added |
| Forum Financial Management, LP | 6,069 | $440.4K | 0.01% | −41−0.7% | Reduced |
| Hilltop Holdings Inc. | 5,986 | $434.4K | 0.06% | −40−0.7% | Reduced |
| Oak Thistle LLC | 5,962 | $432.7K | 0.93% | +5,962 | New |
| Qtron Investments LLC | 5,949 | $431.7K | 0.09% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 16,099 | $431.5K | 0.02% | +1,622+11.2% | Added |
| Baader Bank INC | 5,900 | $428.2K | 0.04% | +5,900 | New |
| GWM Advisors LLC | 7,611 | $427.7K | 0.01% | +2,149+39.3% | Added |
| Lincoln National Corp | 5,890 | $427.5K | 0.01% | +370+6.7% | Added |
| BCJ Capital Management, LLC | 5,866 | $425.7K | 0.04% | +534+10.0% | Added |
| Machina Capital S.A.S. | 5,746 | $417.0K | 0.77% | +5,746 | New |
| American Trust | 5,740 | $416.6K | 0.04% | −1,654−22.4% | Reduced |
| Resources Investment Advisors, LLC. | 5,648 | $409.9K | 0.01% | −57−1.0% | Reduced |
| Cetera Advisors LLC | 5,645 | $409.7K | 0.01% | +5,645 | New |
| Argus Investors' Counsel, Inc. | 5,437 | $394.6K | 0.32% | +5,437 | New |
| Hamilton Wealth, LLC | 5,397 | $391.7K | 0.16% | −66−1.2% | Reduced |
| Wealth Alliance | 5,397 | $391.7K | 0.07% | +7+0.1% | Added |
| Carmel Capital Partners, LLC | 5,325 | $386.4K | 0.27% | 00.0% | Unchanged |
| Virtu Financial LLC | 5,292 | $384.0K | 0.05% | +5,292 | New |
| Blair William & Co | 5,216 | $378.5K | 0.00% | −1,052−16.8% | Reduced |
| Great Valley Advisor Group, Inc. | 5,132 | $372.4K | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,103 | $370.3K | 0.04% | +405+8.6% | Added |
| Bard Financial Services, Inc. | 5,060 | $367.0K | 0.03% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 5,000 | $362.9K | 0.16% | 00.0% | Unchanged |
| Somerset Trust Co | 4,904 | $356.0K | 0.15% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 4,898 | $355.4K | 0.29% | 00.0% | Unchanged |
| Balentine LLC | 4,872 | $353.6K | 0.01% | −242−4.7% | Reduced |
| Trexquant Investment LP | 4,822 | $349.9K | 0.01% | +4,822 | New |
| Acrisure Capital Management, LLC | 4,770 | $346.2K | 0.38% | +4,770 | New |
| Alps Advisors Inc | 4,729 | $343.2K | 0.00% | −21−0.4% | Reduced |