Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesWRB.PEWRB.PFWRB.PGWRB.PH

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.

Institutional holdersQ1 2023: 693 institutions
Q1 2021: 507 institutionsQ2 2021: 526 institutionsQ3 2021: 513 institutionsQ4 2021: 575 institutionsQ1 2022: 617 institutionsQ2 2022: 665 institutionsQ3 2022: 667 institutionsQ4 2022: 716 institutionsQ1 2023: 693 institutionsQ2 2023: 660 institutionsQ3 2023: 667 institutionsQ4 2023: 728 institutionsQ1 2024: 772 institutionsQ2 2024: 758 institutionsQ3 2024: 800 institutionsQ4 2024: 876 institutionsQ1 2025: 915 institutionsQ2 2025: 923 institutionsQ3 2025: 934 institutionsQ4 2025: 952 institutionsQ1 2026: 926 institutionsQ2 2026: 954 institutions
Value heldQ1 2023: $11.2B
Q1 2021: $9.36BQ2 2021: $9.17BQ3 2021: $9.04BQ4 2021: $10.1BQ1 2022: $12.1BQ2 2022: $12.6BQ3 2022: $11.9BQ4 2022: $13.2BQ1 2023: $11.2BQ2 2023: $10.3BQ3 2023: $11.0BQ4 2023: $12.6BQ1 2024: $15.9BQ2 2024: $13.8BQ3 2024: $14.8BQ4 2024: $15.3BQ1 2025: $18.7BQ2 2025: $18.7BQ3 2025: $18.7BQ4 2025: $19.9BQ1 2026: $18.5BQ2 2026: $19.7B
Institutions holding WRB and their total value by quarter
QuarterHoldersValue
Q2 2026954$19.7B
Q1 2026926$18.5B
Q4 2025952$19.9B
Q3 2025934$18.7B
Q2 2025923$18.7B
Q1 2025915$18.7B
Q4 2024876$15.3B
Q3 2024800$14.8B
Q2 2024758$13.8B
Q1 2024772$15.9B
Q4 2023728$12.6B
Q3 2023667$11.0B
Q2 2023660$10.3B
Q1 2023693$11.2B
Q4 2022716$13.2B
Q3 2022667$11.9B
Q2 2022665$12.6B
Q1 2022617$12.1B
Q4 2021575$10.1B
Q3 2021513$9.04B
Q2 2021526$9.17B
Q1 2021507$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.

Institutions holding WRB in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Loomis Sayles & Co L P933$58.0K0.00%−2,451−72.4%Reduced
Bellwether Advisors, LLC1,026$63.9K0.02%00.0%Unchanged
Penserra Capital Management LLC1,050$64.0K0.00%−39,262−97.4%Reduced
West Paces Advisors Inc.1,090$67.9K0.02%−147−11.9%Reduced
Tradition Wealth Management, LLC1,088$68.0K0.01%−3−0.3%Reduced
St. Johns Investment Management Company, LLC1,125$70.0K0.04%00.0%Unchanged
JFS Wealth Advisors, LLC1,240$77.2K0.01%−41−3.2%Reduced
Desjardins Global Asset Management Inc.1,255$78.0K0.01%−19,377−93.9%Reduced
Cambridge Trust Co1,300$80.9K0.00%−173−11.7%Reduced
Acadian Asset Management LLC1,310$81.0K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC1,315$81.8K0.00%+1,315New
Sentry Investment Management LLC1,342$84.0K0.03%−15−1.1%Reduced
Sunbelt Securities, Inc.1,362$84.5K0.01%+1,362New
Proequities, Inc.1,367$85.1K0.01%+22+1.6%Added
Quadrant Capital Group LLC1,543$96.1K0.01%+595+62.8%Added
GWM Advisors LLC1,650$102.7K0.00%−5,961−78.3%Reduced
Quarry LP1,677$104.4K0.06%+1,677New
Vigilant Capital Management, LLC1,757$109.0K0.01%00.0%Unchanged
AM Squared Ltd1,900$118.3K0.09%+1,900New
Heritage Wealth Advisors1,909$118.9K0.01%00.0%Unchanged
First Horizon Advisors, Inc.1,990$123.9K0.00%−60−2.9%Reduced
Whittier Trust Co2,013$125.3K0.00%00.0%Unchanged
Signaturefd, LLC2,032$126.5K0.00%+1,540+313.0%Added
Ronald Blue Trust, Inc.1,764$128.0K0.00%+88+5.3%Added
Globeflex Capital L P2,106$131.1K0.02%00.0%Unchanged
Eagle Bay Advisors LLC2,166$134.9K0.07%−289−11.8%Reduced
Parallel Advisors, LLC2,228$138.7K0.00%+1,834+465.5%Added
Erste Asset Management GmbH2,400$148.8K0.00%00.0%Unchanged
Chilton Capital Management LLC2,445$152.2K0.01%+2,445New
Northwestern Mutual Wealth Management Co2,464$153.4K0.00%−17,035−87.4%Reduced
Cullen/Frost Bankers, Inc.2,559$159.3K0.00%+207+8.8%Added
Ameritas Investment Partners, Inc.2,622$163.2K0.01%00.0%Unchanged
Central Trust Co2,657$165.4K0.00%+55+2.1%Added
Iron Horse Wealth Management, LLC2,744$170.8K0.09%00.0%Unchanged
IFP Advisors, Inc2,304$177.5K0.01%−1,309−36.2%Reduced
FinTrust Capital Advisors, LLC2,908$185.2K0.04%00.0%Unchanged
Harbor Investment Advisory, LLC3,050$189.9K0.03%00.0%Unchanged
Column Capital Advisors, LLC3,192$198.7K0.03%+435+15.8%Added
Ingalls & Snyder LLC3,243$202.0K0.01%−83−2.5%Reduced
Treynor Bancshares, Inc.3,245$202.0K0.13%−208−6.0%Reduced
CWS Financial Advisors, LLC3,263$203.2K0.08%−641−16.4%Reduced
Ami Investment Management Inc3,275$203.9K0.10%−1,044−24.2%Reduced
Wedmont Private Capital3,318$209.0K0.03%+292+9.6%Added
PEAK6 Investments LLC3,372$209.9K0.01%+3,372New
Private Wealth Advisors3,375$210.1K0.09%+3,375New
Planning Center, Inc.3,373$211.4K0.06%00.0%Unchanged
Cassaday & Co Wealth Management LLC3,415$212.6K0.01%00.0%Unchanged
Osterweis Capital Management Inc3,527$219.6K0.01%−140−3.8%Reduced
Horizon Investments, LLC3,535$220.1K0.01%−5,505−60.9%Reduced
IFG Advisory, LLC3,636$226.4K0.02%00.0%Unchanged
Checchi Capital Advisers, LLC3,710$231.0K0.02%−46−1.2%Reduced
RWM Asset Management, LLC3,759$234.1K0.05%−646−14.7%Reduced
Prospera Financial Services Inc3,776$235.5K0.01%+705+23.0%Added
Petrus Trust Company, LTA3,788$235.8K0.03%+3,788New
AlphaCentric Advisors LLC3,790$236.0K0.16%−38−1.0%Reduced
Epoch Investment Partners, Inc.3,822$238.0K0.00%00.0%Unchanged
Level Four Advisory Services, LLC3,859$240.3K0.02%+101+2.7%Added
CAPROCK Group, Inc.3,960$246.6K0.02%+293+8.0%Added
Keybank National Association3,987$248.2K0.00%+3,987New
Silvercrest Asset Management Group LLC4,085$254.3K0.00%00.0%Unchanged
Quantinno Capital Management LP4,102$255.0K0.02%+900+28.1%Added
Great Valley Advisor Group, Inc.4,132$257.3K0.01%−1,000−19.5%Reduced
Fifth Third Bancorp4,168$259.5K0.00%+709+20.5%Added
Wealth Alliance4,171$259.7K0.04%−1,226−22.7%Reduced
Tokio Marine Asset Management Co Ltd4,183$260.4K0.02%00.0%Unchanged
Baron Wealth Management LLC4,209$262.1K0.19%+122+3.0%Added
M&R Capital Management Inc4,276$266.2K0.07%00.0%Unchanged
Coldstream Capital Management Inc4,307$268.2K0.01%+164+4.0%Added
American Trust4,329$269.5K0.02%−1,411−24.6%Reduced
Dark Forest Capital Management LP4,329$269.5K0.06%+3,916+948.2%Added
Kingsview Wealth Management, LLC4,363$271.6K0.01%−3−0.1%Reduced
Asahi Life Asset Management Co., Ltd.4,370$272.1K0.09%+4,370New
Eagle Ridge Investment Management4,483$279.1K0.03%−225−4.8%Reduced
Diligent Investors, LLC4,500$280.2K0.09%00.0%Unchanged
Somerset Trust Co4,531$282.1K0.12%−373−7.6%Reduced
Pearl River Capital, LLC4,589$285.7K0.05%+4,589New
Eagle Harbor Asset Management Inc4,607$286.8K0.39%00.0%Unchanged
Fiduciary Alliance LLC4,612$287.1K0.07%00.0%Unchanged
Romano Brothers and Company4,625$288.0K0.04%00.0%Unchanged
Schechter Investment Advisors, LLC4,634$288.5K0.03%+10+0.2%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,640$288.9K0.02%+54+1.2%Added
Brown Advisory Inc4,640$288.9K0.00%+4,640New
Pathstone Family Office, LLC4,251$292.1K0.00%−4,606−52.0%Reduced
Aptus Capital Advisors, LLC4,723$294.1K0.01%−4−0.1%Reduced
Seven Eight Capital, LP4,819$300.0K0.06%+4,819New
Inceptionr LLC4,862$302.7K0.10%+4,862New
Ieq Capital, LLC4,866$302.9K0.01%+4,866New
Great Lakes Retirement, Inc.4,882$304.0K0.06%+4,882New
Wealth Advisors of Iowa, LLC4,898$304.9K0.24%00.0%Unchanged
Stevens Capital Management LP4,903$305.0K0.08%−1,403−22.2%Reduced
B. Metzler seel. Sohn & Co. AG4,938$307.4K0.00%+1,161+30.7%Added
Ballentine Partners, LLC4,941$307.6K0.01%+4,941New
State of Wyoming4,953$308.4K0.10%+2,185+78.9%Added
Blair William & Co4,995$311.0K0.00%−221−4.2%Reduced
Sage Capital Advisors,llc5,000$311.3K0.12%00.0%Unchanged
Capital Asset Advisory Services LLC5,027$313.0K0.02%−1,052−17.3%Reduced
Alps Advisors Inc5,029$313.1K0.00%+300+6.3%Added
BI Asset Management Fondsmaeglerselskab A/S5,041$314.0K0.01%−5,393−51.7%Reduced
Bard Financial Services, Inc.5,060$315.0K0.03%00.0%Unchanged
Nebula Research & Development LLC5,134$319.6K0.56%+5,134New