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, Q1 2023
Institutional positions in Berkley W R Corp as of Mar 31, 2023. 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
- 693
- −8 vs. Q4 2022
- Shares held
- 181.1M
- −503.1K (−0.3%) vs. Q4 2022
- Total value
- $11.2B
- −$1.95B (−14.8%) vs. Q4 2022
- New holders
- 88
- 256 more added
- Sold out
- 96
- 245 more reduced
15 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $374 | 0.00% | −81−93.1% | Reduced |
| Rise Advisors, LLC | 6 | $374 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 8 | $498 | 0.00% | +5+166.7% | Added |
| TCI Wealth Advisors, Inc. | 9 | $561 | 0.00% | −5−35.7% | Reduced |
| Baker Avenue Asset Management, LP | 15 | $934 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 16 | $996 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 16 | $996 | 0.00% | +16 | New |
| Baldrige Asset Management LLC | 9 | $1.00K | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 17 | $1.06K | 0.00% | −1−5.6% | Reduced |
| SJS Investment Consulting Inc. | 18 | $1.12K | 0.00% | −36−66.7% | Reduced |
| Manchester Capital Management LLC | 19 | $1.18K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 27 | $1.68K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $1.81K | 0.00% | +13+81.3% | Added |
| Arlington Partners LLC | 31 | $1.93K | 0.00% | +31 | New |
| Gradient Investments LLC | 31 | $1.93K | 0.00% | +31 | New |
| SkyView Investment Advisors, LLC | 25 | $2.00K | 0.00% | +25 | New |
| KB Financial Partners, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Disciplined Investments, LLC | 34 | $2.12K | 0.00% | −17−33.3% | Reduced |
| Raffa Wealth Management, LLC | 36 | $2.24K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 38 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 38 | $2.37K | 0.00% | +38 | New |
| Values First Advisors, Inc. | 39 | $2.40K | 0.00% | +39 | New |
| Beacon Capital Management, LLC | 44 | $2.72K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 50 | $3.11K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 52 | $3.24K | 0.00% | 00.0% | Unchanged |
| American National Bank | 55 | $3.42K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 61 | $3.80K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 62 | $3.86K | 0.00% | −66−51.6% | Reduced |
| DT Investment Partners, LLC | 75 | $4.48K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 73 | $4.54K | 0.00% | −23−24.0% | Reduced |
| Aspire Private Capital, LLC | 75 | $4.67K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 75 | $4.67K | 0.00% | +75 | New |
| Financial Management Professionals, Inc. | 76 | $5.00K | 0.00% | +1+1.3% | Added |
| Earnest Partners LLC | 90 | $5.60K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 99 | $6.16K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $6.23K | 0.00% | +100 | New |
| Global Wealth Strategies & Associates | 107 | $6.66K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 107 | $6.66K | 0.00% | +49+84.5% | Added |
| Rocky Mountain Advisers, LLC | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 118 | $7.00K | 0.00% | +61+107.0% | Added |
| Glassman Wealth Services | 113 | $7.04K | 0.00% | +14+14.1% | Added |
| Global Retirement Partners, LLC | 133 | $7.73K | 0.00% | +5+3.9% | Added |
| Asset Dedication, LLC | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 140 | $8.72K | 0.00% | +17+13.8% | Added |
| Stuart Chaussee & Associates, Inc. | 145 | $9.03K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 149 | $9.28K | 0.00% | +40+36.7% | Added |
| Farmers & Merchants Investments Inc | 150 | $9.34K | 0.00% | +14+10.3% | Added |
| Colonial Trust Co | 156 | $9.71K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 163 | $10.2K | 0.00% | +1+0.6% | Added |
| Brown Brothers Harriman & Co | 165 | $10.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 168 | $10.5K | 0.00% | +168 | New |
| Hexagon Capital Partners LLC | 174 | $10.8K | 0.00% | −40−18.7% | Reduced |
| Park Place Capital Corp | 175 | $10.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 175 | $10.9K | 0.00% | +10+6.1% | Added |
| Harbour Investments, Inc. | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 182 | $11.3K | 0.01% | −61−25.1% | Reduced |
| TFC Financial Management | 192 | $12.0K | 0.00% | +6+3.2% | Added |
| TCTC Holdings, LLC | 200 | $12.5K | 0.00% | +200 | New |
| Cary Street Partner Investment Advisory LLC | 200 | $12.5K | 0.00% | +200 | New |
| Lindbrook Capital, LLC | 203 | $12.6K | 0.00% | −52−20.4% | Reduced |
| BerganKDV Wealth Management, LLC | 210 | $13.1K | 0.00% | +123+141.4% | Added |
| Versant Capital Management, Inc | 211 | $13.1K | 0.00% | +77+57.5% | Added |
| Fortis Capital Advisors, LLC | 212 | $13.2K | 0.01% | −3,807−94.7% | Reduced |
| Headlands Technologies LLC | 228 | $14.2K | 0.01% | +228 | New |
| Prestige Wealth Management Group LLC | 228 | $14.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 240 | $14.9K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 235 | $15.0K | 0.00% | −441−65.2% | Reduced |
| Venturi Wealth Management, LLC | 245 | $15.3K | 0.00% | +245 | New |
| Cape Investment Advisory, Inc. | 253 | $15.8K | 0.01% | +253 | New |
| Bogart Wealth, LLC | 265 | $16.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 315 | $19.6K | 0.00% | −182−36.6% | Reduced |
| Parkside Financial Bank & Trust | 317 | $19.7K | 0.01% | −132−29.4% | Reduced |
| CVA Family Office, LLC | 322 | $20.0K | 0.00% | −5−1.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 331 | $20.6K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 343 | $21.4K | 0.03% | +343 | New |
| Deseret Mutual Benefit Administrators | 349 | $21.7K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 362 | $22.5K | 0.00% | +27+8.1% | Added |
| Tilia Fiduciary Partners, Inc. | 394 | $24.5K | 0.02% | +1+0.3% | Added |
| Clear Street Markets LLC | 398 | $25.0K | 0.01% | +191+92.3% | Added |
| Massmutual Trust Co FSB | 436 | $27.1K | 0.00% | +44+11.2% | Added |
| Trust Co | 438 | $27.3K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 463 | $28.8K | 0.03% | +4+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 471 | $29.3K | 0.00% | −176−27.2% | Reduced |
| Hoese & Co LLP | 450 | $29.8K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 486 | $30.3K | 0.00% | −414−46.0% | Reduced |
| Huntington National Bank | 504 | $31.4K | 0.00% | +212+72.6% | Added |
| Clearview Wealth Advisors LLC | 540 | $33.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 553 | $34.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 560 | $35.0K | 0.00% | −311−35.7% | Reduced |
| Spire Wealth Management | 662 | $41.2K | 0.00% | +560+549.0% | Added |
| Benjamin Edwards Inc | 675 | $42.0K | 0.01% | −43−6.0% | Reduced |
| Duncker Streett & Co Inc | 675 | $42.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 794 | $49.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 810 | $50.0K | 0.04% | −6−0.7% | Reduced |
| Ellevest, Inc. | 851 | $53.0K | 0.00% | +177+26.3% | Added |
| Quent Capital, LLC | 874 | $54.4K | 0.01% | +2+0.2% | Added |
| Alta Advisers Ltd | 900 | $56.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 914 | $56.9K | 0.00% | +3+0.3% | Added |