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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 1,281 | $93.0K | 0.01% | +9+0.7% | Added |
| Money Concepts Capital Corp | 1,272 | $92.3K | 0.00% | +245+23.9% | Added |
| West Paces Advisors Inc. | 1,237 | $89.8K | 0.03% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1,125 | $81.6K | 0.05% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,091 | $79.0K | 0.01% | +5+0.5% | Added |
| Bellwether Advisors, LLC | 1,026 | $74.5K | 0.02% | −18,247−94.7% | Reduced |
| Quadrant Capital Group LLC | 948 | $68.8K | 0.01% | +70+8.0% | Added |
| Geneos Wealth Management Inc. | 911 | $66.1K | 0.00% | +311+51.8% | Added |
| First Manhattan Co | 900 | $65.3K | 0.00% | +414+85.2% | Added |
| Alta Advisers Ltd | 900 | $65.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 872 | $63.3K | 0.01% | +1+0.1% | Added |
| Bessemer Group Inc | 871 | $63.0K | 0.00% | −997−53.4% | Reduced |
| Covestor Ltd | 816 | $59.0K | 0.05% | +118+16.9% | Added |
| Leonteq Securities AG | 794 | $57.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 762 | $55.3K | 0.01% | −18−2.3% | Reduced |
| Benjamin Edwards Inc | 718 | $52.0K | 0.01% | +22+3.2% | Added |
| James Investment Research Inc | 676 | $49.0K | 0.01% | +256+61.0% | Added |
| Duncker Streett & Co Inc | 675 | $49.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 674 | $48.9K | 0.00% | +106+18.7% | Added |
| Accurate Wealth Management, LLC | 649 | $47.6K | 0.02% | +649 | New |
| Whittier Trust Co of Nevada Inc | 647 | $46.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 553 | $40.0K | 0.02% | −279−33.5% | Reduced |
| Comerica Securities,inc. | 545 | $39.6K | 0.00% | +545 | New |
| Clearview Wealth Advisors LLC | 540 | $39.2K | 0.03% | +2+0.4% | Added |
| SRS Capital Advisors, Inc. | 497 | $36.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 492 | $35.7K | 0.00% | +56+12.8% | Added |
| Hoese & Co LLP | 450 | $34.0K | 0.04% | 00.0% | Unchanged |
| PFS Partners, LLC | 459 | $33.3K | 0.04% | +2+0.4% | Added |
| Red Cedar Capital, LLC | 457 | $33.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 449 | $32.6K | 0.01% | +173+62.7% | Added |
| Resurgent Financial Advisors LLC | 442 | $32.1K | 0.02% | +442 | New |
| Trust Co | 438 | $32.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 410 | $30.0K | 0.01% | −870−68.0% | Reduced |
| Dark Forest Capital Management LP | 413 | $30.0K | 0.01% | +413 | New |
| Parallel Advisors, LLC | 394 | $28.6K | 0.00% | +15+4.0% | Added |
| Tilia Fiduciary Partners, Inc. | 393 | $28.6K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 392 | $28.0K | 0.00% | −6−1.5% | Reduced |
| Deseret Mutual Benefit Administrators | 349 | $25.3K | 0.01% | −309−47.0% | Reduced |
| Pinebridge Investments, L.P. | 335 | $24.3K | 0.00% | −226,991−99.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 331 | $24.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 327 | $23.7K | 0.01% | +5+1.6% | Added |
| Huntington National Bank | 292 | $21.2K | 0.00% | −25−7.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 270 | $19.6K | 0.01% | +270 | New |
| Bogart Wealth, LLC | 265 | $19.2K | 0.00% | −186−41.2% | Reduced |
| Lindbrook Capital, LLC | 255 | $18.5K | 0.00% | +203+390.4% | Added |
| Raleigh Capital Management Inc. | 243 | $17.7K | 0.01% | +186+326.3% | Added |
| Riverview Trust Co | 240 | $17.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 228 | $16.5K | 0.00% | −8−3.4% | Reduced |
| Horizon Bancorp Inc | 225 | $16.0K | 0.01% | +225 | New |
| Hexagon Capital Partners LLC | 214 | $15.5K | 0.00% | +30+16.3% | Added |
| Clear Street Markets LLC | 207 | $15.0K | 0.00% | −3,470−94.4% | Reduced |
| St Germain D J Co Inc | 200 | $14.5K | 0.00% | +200 | New |
| Simplex Trading, LLC | 195 | $14.0K | 0.00% | −1,494−88.5% | Reduced |
| TFC Financial Management | 186 | $13.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 175 | $13.0K | 0.00% | +175 | New |
| Harbour Investments, Inc. | 176 | $12.8K | 0.00% | +12+7.3% | Added |
| Brown Brothers Harriman & Co | 165 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 165 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 162 | $11.8K | 0.00% | +162 | New |
| Colonial Trust Co | 156 | $11.3K | 0.00% | +156 | New |
| Stuart Chaussee & Associates, Inc. | 145 | $10.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 133 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 136 | $9.87K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 136 | $9.87K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 134 | $9.72K | 0.00% | −2−1.5% | Reduced |
| Global Retirement Partners, LLC | 128 | $9.29K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 128 | $9.29K | 0.01% | +19+17.4% | Added |
| Pittenger & Anderson Inc | 123 | $8.93K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 112 | $8.13K | 0.00% | +112 | New |
| Rocky Mountain Advisers, LLC | 109 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 109 | $7.91K | 0.00% | +109 | New |
| Global Wealth Strategies & Associates | 107 | $7.76K | 0.00% | +107 | New |
| Johnson Financial Group, Inc. | 100 | $7.26K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 99 | $7.18K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 99 | $7.18K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 99 | $7.18K | 0.00% | +99 | New |
| West Branch Capital LLC | 97 | $7.04K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 102 | $7.00K | 0.00% | −55−35.0% | Reduced |
| Zullo Investment Group, Inc. | 96 | $6.97K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 96 | $6.92K | 0.00% | +6+6.7% | Added |
| Earnest Partners LLC | 90 | $6.53K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 87 | $6.31K | 0.00% | −185−68.0% | Reduced |
| BerganKDV Wealth Management, LLC | 87 | $6.31K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 75 | $5.44K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 75 | $5.44K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 72 | $5.22K | 0.00% | −51−41.5% | Reduced |
| Financial Management Professionals, Inc. | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Boulder Wealth Advisors, LLC | 75 | $5.00K | 0.00% | +75 | New |
| Washington Trust Advisors, Inc. | 61 | $4.43K | 0.00% | −630−91.2% | Reduced |
| Allworth Financial LP | 58 | $4.21K | 0.00% | +5+9.4% | Added |
| American National Bank | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 57 | $4.00K | 0.00% | +57 | New |
| SJS Investment Consulting Inc. | 54 | $3.92K | 0.00% | +29+116.0% | Added |
| MCF Advisors LLC | 52 | $3.77K | 0.00% | −3−5.5% | Reduced |
| Aua Capital Management, LLC | 51 | $3.70K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 51 | $3.70K | 0.00% | +1+2.0% | Added |
| RFP Financial Group LLC | 50 | $3.63K | 0.00% | +50 | New |
| Beacon Capital Management, LLC | 44 | $3.17K | 0.00% | +1+2.3% | Added |
| Copeland Capital Management, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 38 | $2.74K | 0.00% | 00.0% | Unchanged |