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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 4,727 | $343.0K | 0.01% | +223+5.0% | Added |
| CWM Advisors, LLC | 4,724 | $342.8K | 0.04% | +191+4.2% | Added |
| Eagle Ridge Investment Management | 4,708 | $341.7K | 0.04% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 4,671 | $339.0K | 0.03% | +1,000+27.2% | Added |
| Romano Brothers and Company | 4,625 | $335.6K | 0.05% | −237−4.9% | Reduced |
| Schechter Investment Advisors, LLC | 4,624 | $335.6K | 0.03% | −154−3.2% | Reduced |
| Fiduciary Alliance LLC | 4,612 | $334.7K | 0.09% | +4,612 | New |
| Eagle Harbor Asset Management Inc | 4,607 | $334.3K | 0.49% | −730−13.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,586 | $332.8K | 0.03% | +13+0.3% | Added |
| Oppenheimer & Co Inc | 4,500 | $326.6K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 4,500 | $326.6K | 0.11% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 4,405 | $319.7K | 0.07% | −253−5.4% | Reduced |
| Kingsview Wealth Management, LLC | 4,366 | $316.8K | 0.01% | −8,654−66.5% | Reduced |
| Ami Investment Management Inc | 4,319 | $313.4K | 0.16% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,276 | $310.3K | 0.09% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 4,195 | $304.4K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,183 | $304.0K | 0.01% | −4,984−54.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,183 | $303.6K | 0.02% | +322+8.3% | Added |
| Coldstream Capital Management Inc | 4,143 | $300.7K | 0.01% | +4,143 | New |
| Sheaff Brock Investment Advisors, LLC | 4,133 | $299.9K | 0.03% | +4,133 | New |
| Baron Wealth Management LLC | 4,087 | $296.6K | 0.23% | +4,087 | New |
| Silvercrest Asset Management Group LLC | 4,085 | $296.4K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,063 | $294.9K | 0.01% | +40+1.0% | Added |
| CWS Financial Advisors, LLC | 3,904 | $294.0K | 0.13% | −1,574−28.7% | Reduced |
| Fortis Capital Advisors, LLC | 4,019 | $291.7K | 0.17% | +4,019 | New |
| Presidio Capital Management, LLC | 3,898 | $282.9K | 0.26% | −409−9.5% | Reduced |
| XTX Topco Ltd | 3,845 | $279.0K | 0.06% | −5,956−60.8% | Reduced |
| AlphaCentric Advisors LLC | 3,828 | $277.8K | 0.27% | +784+25.8% | Added |
| Epoch Investment Partners, Inc. | 3,822 | $277.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,613 | $277.0K | 0.01% | −492−12.0% | Reduced |
| Virginia Retirement Systems Et Al | 3,800 | $275.8K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 3,777 | $274.1K | 0.00% | +614+19.4% | Added |
| Level Four Advisory Services, LLC | 3,758 | $272.7K | 0.02% | +3,758 | New |
| Checchi Capital Advisers, LLC | 3,756 | $272.6K | 0.03% | +29+0.8% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 3,715 | $269.6K | 0.26% | +3,715 | New |
| CAPROCK Group, Inc. | 3,667 | $266.2K | 0.02% | −3,796−50.9% | Reduced |
| Osterweis Capital Management Inc | 3,667 | $266.1K | 0.02% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,652 | $265.1K | 0.08% | +211+6.1% | Added |
| IFG Advisory, LLC | 3,636 | $263.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,579 | $258.0K | 0.00% | −14,858−80.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,487 | $253.1K | 0.00% | +100+3.0% | Added |
| Fifth Third Bancorp | 3,459 | $251.0K | 0.00% | +128+3.8% | Added |
| Treynor Bancshares, Inc. | 3,453 | $250.6K | 0.17% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3,415 | $247.8K | 0.01% | +3,415 | New |
| Pathstone Family Office, LLC | 8,857 | $247.2K | 0.00% | +8,857 | New |
| Loomis Sayles & Co L P | 3,384 | $245.0K | 0.00% | +1,644+94.5% | Added |
| Planning Center, Inc. | 3,373 | $244.8K | 0.07% | +3,373 | New |
| Koshinski Asset Management, Inc. | 3,333 | $241.9K | 0.02% | +3,333 | New |
| Ingalls & Snyder LLC | 3,326 | $241.0K | 0.01% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 3,276 | $237.7K | 0.02% | −533−14.0% | Reduced |
| Quantinno Capital Management LP | 3,202 | $232.0K | 0.02% | +3,202 | New |
| Glenmede Trust Co NA | 3,151 | $228.7K | 0.00% | +3,151 | New |
| Cookson Peirce & Co Inc | 3,142 | $228.0K | 0.01% | +3,142 | New |
| Jarislowsky, Fraser Ltd | 3,114 | $226.0K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,026 | $224.8K | 0.03% | +3,026 | New |
| Prime Capital Investment Advisors, LLC | 3,095 | $224.6K | 0.01% | +3,095 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,091 | $224.3K | 0.16% | −1,275−29.2% | Reduced |
| Evercore Wealth Management, LLC | 3,075 | $223.2K | 0.00% | +3,075 | New |
| Prospera Financial Services Inc | 3,071 | $222.9K | 0.01% | −487−13.7% | Reduced |
| FirstPurpose Wealth LLC | 3,071 | $222.9K | 0.12% | −188−5.8% | Reduced |
| Harbor Investment Advisory, LLC | 3,050 | $221.3K | 0.03% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,037 | $220.4K | 0.15% | +3,037 | New |
| Precision Wealth Strategies, LLC | 3,016 | $218.9K | 0.23% | −52−1.7% | Reduced |
| 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 |
| Capital Impact Advisors, LLC | 2,983 | $216.5K | 0.21% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 2,953 | $214.3K | 0.02% | +2,953 | New |
| Aigen Investment Management, LP | 2,952 | $214.2K | 0.03% | +2,952 | New |
| Smith Shellnut Wilson LLC | 2,946 | $213.8K | 0.13% | +2,946 | New |
| FinTrust Capital Advisors, LLC | 2,908 | $211.0K | 0.05% | +2,501+614.5% | Added |
| DoubleLine ETF Adviser LP | 2,888 | $209.6K | 0.11% | +2,888 | New |
| Global Wealth Management Investment Advisory, Inc. | 2,887 | $209.5K | 0.07% | +2,887 | New |
| Carlson Capital Management | 2,872 | $208.4K | 0.02% | +2,872 | New |
| GYL Financial Synergies, LLC | 2,871 | $208.3K | 0.05% | +2,871 | New |
| MJP Associates Inc | 2,856 | $207.3K | 0.06% | −380−11.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,835 | $205.7K | 0.01% | +2,835 | New |
| Iron Financial, LLC | 2,822 | $204.8K | 0.12% | +2,822 | New |
| Greenleaf Trust | 2,813 | $204.0K | 0.00% | +2,813 | New |
| Bridgefront Capital, LLC | 2,798 | $203.1K | 0.14% | +2,798 | New |
| Moneta Group Investment Advisors LLC | 2,812 | $202.7K | 0.01% | +2,812 | New |
| State of Wyoming | 2,768 | $200.9K | 0.07% | −1,946−41.3% | Reduced |
| Column Capital Advisors, LLC | 2,757 | $200.1K | 0.03% | −431−13.5% | Reduced |
| Iron Horse Wealth Management, LLC | 2,744 | $199.0K | 0.11% | 00.0% | Unchanged |
| Central Trust Co | 2,602 | $188.8K | 0.01% | −45−1.7% | Reduced |
| One Wealth Advisors, LLC | 2,571 | $186.6K | 0.04% | +2,571 | New |
| Ameritas Investment Partners, Inc. | 2,622 | $184.4K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,455 | $178.2K | 0.10% | +493+25.1% | Added |
| Erste Asset Management GmbH | 2,400 | $175.8K | 0.00% | −3,800−61.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,352 | $170.7K | 0.00% | +2,352 | New |
| Globeflex Capital L P | 2,106 | $152.8K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,050 | $148.8K | 0.01% | +133+6.9% | Added |
| Whittier Trust Co | 2,013 | $146.1K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,909 | $138.5K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 1,757 | $128.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,676 | $108.0K | 0.00% | +529+46.1% | Added |
| Cambridge Trust Co | 1,473 | $107.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,357 | $98.5K | 0.00% | +1,357 | New |
| Sentry Investment Management LLC | 1,357 | $98.0K | 0.04% | +160+13.4% | Added |
| Proequities, Inc. | 1,345 | $97.6K | 0.01% | −104−7.2% | Reduced |
| Acadian Asset Management LLC | 1,310 | $94.0K | 0.00% | 00.0% | Unchanged |