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 |
|---|---|---|---|---|---|
| Marietta Investment Partners LLC | 10,710 | $666.8K | 0.19% | −66,103−86.1% | Reduced |
| SRN Advisors, LLC | 10,765 | $667.4K | 0.61% | −219−2.0% | Reduced |
| YHB Investment Advisors, Inc. | 10,793 | $672.0K | 0.07% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 10,804 | $672.7K | 0.06% | +4,938+84.2% | Added |
| FJ Capital Management LLC | 10,877 | $677.2K | 0.08% | +797+7.9% | Added |
| ETF Managers Group, LLC | 10,932 | $680.6K | 0.02% | −3,718−25.4% | Reduced |
| Premier Fund Managers Ltd | 11,000 | $682.0K | 0.03% | −2,300−17.3% | Reduced |
| Advisory Services Network, LLC | 11,029 | $686.6K | 0.02% | −3,975−26.5% | Reduced |
| Scotia Capital Inc. | 11,037 | $687.2K | 0.01% | +1,038+10.4% | Added |
| Resonant Capital Advisors, LLC | 11,140 | $693.6K | 0.08% | −149−1.3% | Reduced |
| Sigma Planning Corp | 11,194 | $697.0K | 0.02% | +11,194 | New |
| HM Payson & Co | 11,494 | $715.6K | 0.02% | −166−1.4% | Reduced |
| DuPont Capital Management Corp | 11,504 | $716.2K | 0.03% | −35,794−75.7% | Reduced |
| Aquatic Capital Management LLC | 11,600 | $722.0K | 0.04% | +8,600+286.7% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 11,664 | $723.5K | 0.69% | +7,949+214.0% | Added |
| National Asset Management, Inc. | 11,650 | $725.4K | 0.02% | −2,615−18.3% | Reduced |
| Industrial Alliance Investment Management Inc. | 11,783 | $734.0K | 0.02% | +8,779+292.2% | Added |
| Connectus Wealth, LLC | 11,815 | $735.7K | 0.02% | +48+0.4% | Added |
| Procyon Private Wealth Partners, LLC | 12,266 | $763.7K | 0.13% | −3,359−21.5% | Reduced |
| Vident Investment Advisory, LLC | 12,352 | $769.0K | 0.02% | +290+2.4% | Added |
| Nordea Investment Management AB | 12,439 | $772.3K | 0.00% | +69+0.6% | Added |
| Virtus ETF Advisers LLC | 12,619 | $785.7K | 0.43% | +1,793+16.6% | Added |
| Symmetry Partners, LLC | 12,643 | $787.0K | 0.04% | +575+4.8% | Added |
| Pacer Advisors, Inc. | 12,722 | $792.1K | 0.00% | −122,315−90.6% | Reduced |
| Stegent Equity Advisors, Inc. | 12,820 | $798.2K | 0.79% | −1,077−7.7% | Reduced |
| Forsta Ap-Fonden | 12,900 | $803.2K | 0.01% | −46,900−78.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,086 | $814.7K | 0.51% | −95−0.7% | Reduced |
| Park Avenue Securities LLC | 13,190 | $821.0K | 0.01% | −152−1.1% | Reduced |
| Louisiana State Employees Retirement System | 13,200 | $821.8K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,402 | $834.0K | 0.03% | +9,219+220.4% | Added |
| Machina Capital S.A.S. | 13,456 | $837.8K | 0.74% | +7,710+134.2% | Added |
| Echo Street Capital Management LLC | 13,685 | $852.0K | 0.01% | +7,200+111.0% | Added |
| Axq Capital, LP | 13,900 | $865.4K | 0.34% | +13,900 | New |
| Versor Investments LP | 14,000 | $871.6K | 0.11% | +14,000 | New |
| Advisor OS, LLC | 14,028 | $873.4K | 0.21% | −4,209−23.1% | Reduced |
| Prelude Capital Management, LLC | 14,029 | $873.4K | 0.06% | +14,029 | New |
| Hantz Financial Services, Inc. | 14,252 | $887.0K | 0.02% | +1,171+9.0% | Added |
| Investment Management Corp of Ontario | 14,270 | $888.5K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 14,508 | $903.3K | 0.06% | −1,383−8.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,694 | $915.0K | 0.06% | +7,449+102.8% | Added |
| Boothbay Fund Management, LLC | 14,871 | $925.9K | 0.03% | +7,413+99.4% | Added |
| D.A. Davidson & Co. | 14,938 | $930.1K | 0.01% | +1,975+15.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,072 | $938.0K | 0.00% | −1,405−8.5% | Reduced |
| Ossiam | 15,502 | $965.2K | 0.02% | +268+1.8% | Added |
| Waverton Investment Management Ltd | 15,727 | $979.2K | 0.03% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 15,793 | $979.2K | 0.08% | +15,793 | New |
| Maryland State Retirement & Pension System | 15,960 | $993.7K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 16,106 | $1.00M | 0.04% | +47+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 16,232 | $1.01M | 0.19% | −5,702−26.0% | Reduced |
| Bleakley Financial Group, LLC | 16,317 | $1.02M | 0.03% | −15,930−49.4% | Reduced |
| Sawtooth Solutions, LLC | 16,485 | $1.03M | 0.03% | +2,115+14.7% | Added |
| Grace & White Inc | 16,580 | $1.03M | 0.20% | 00.0% | Unchanged |
| ING Groep NV | 16,614 | $1.03M | 0.01% | −218,142−92.9% | Reduced |
| Cetera Advisor Networks LLC | 16,621 | $1.03M | 0.01% | −2,131−11.4% | Reduced |
| DF Dent & Co Inc | 17,002 | $1.06M | 0.01% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 17,037 | $1.06M | 0.03% | +617+3.8% | Added |
| Securian Asset Management, Inc | 17,105 | $1.06M | 0.03% | −100−0.6% | Reduced |
| Elgethun Capital Management | 16,898 | $1.07M | 0.34% | +20.0% | Added |
| Toroso Investments, LLC | 17,168 | $1.07M | 0.04% | +2,141+14.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,191 | $1.07M | 0.02% | +294+1.7% | Added |
| Insight Inv LLC | 17,250 | $1.07M | 1.16% | −550−3.1% | Reduced |
| Hartford Investment Management Co | 17,349 | $1.08M | 0.04% | −2,072−10.7% | Reduced |
| M&T Bank Corp | 17,492 | $1.09M | 0.00% | +53+0.3% | Added |
| Twin Capital Management Inc | 17,920 | $1.12M | 0.15% | −1,344−7.0% | Reduced |
| Bridgefront Capital, LLC | 18,268 | $1.14M | 0.69% | +15,470+552.9% | Added |
| Crossmark Global Holdings, Inc. | 18,331 | $1.14M | 0.03% | −69−0.4% | Reduced |
| British Columbia Investment Management Corp | 18,909 | $1.18M | 0.01% | +234+1.3% | Added |
| Nilsine Partners, LLC | 19,277 | $1.20M | 0.19% | +19,277 | New |
| Personal Cfo Solutions, LLC | 19,561 | $1.22M | 0.25% | −1,258−6.0% | Reduced |
| CIBC World Markets Inc. | 19,693 | $1.23M | 0.00% | −11,338−36.5% | Reduced |
| Vestcor Inc | 19,837 | $1.24M | 0.05% | +7,387+59.3% | Added |
| LRT Capital Management, LLC | 19,938 | $1.24M | 0.93% | +19,938 | New |
| Applied Capital LLC | 19,992 | $1.24M | 1.23% | −104−0.5% | Reduced |
| Pensionfund Sabic | 20,000 | $1.25M | 0.43% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 20,010 | $1.25M | 0.35% | +6,180+44.7% | Added |
| McKinley Capital Management LLC /Delaware | 20,187 | $1.26M | 0.17% | −883−4.2% | Reduced |
| Westpac Banking Corp | 20,742 | $1.29M | 0.02% | +6,116+41.8% | Added |
| JustInvest LLC | 21,135 | $1.32M | 0.05% | +5,237+32.9% | Added |
| Swiss Life Asset Management Ltd | 21,472 | $1.34M | 0.02% | +21,472 | New |
| Leavell Investment Management, Inc. | 21,593 | $1.34M | 0.10% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 21,693 | $1.35M | 0.03% | +2,393+12.4% | Added |
| Guggenheim Capital LLC | 21,752 | $1.35M | 0.01% | +5,037+30.1% | Added |
| Patton Fund Management, Inc. | 21,871 | $1.36M | 0.39% | −14,256−39.5% | Reduced |
| Willow Creek Wealth Management Inc. | 21,920 | $1.36M | 0.21% | 00.0% | Unchanged |
| Point72 Middle East FZE | 22,080 | $1.37M | 0.08% | +22,080 | New |
| Illinois Municipal Retirement Fund | 22,733 | $1.42M | 0.03% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 22,935 | $1.43M | 0.01% | −655−2.8% | Reduced |
| Ostrum Asset Management | 23,023 | $1.43M | 0.12% | +23,023 | New |
| Czech National Bank | 23,983 | $1.49M | 0.04% | +56+0.2% | Added |
| Raymond James Trust N.A. | 24,310 | $1.51M | 0.05% | +356+1.5% | Added |
| Assetmark, Inc | 24,641 | $1.53M | 0.01% | +2,831+13.0% | Added |
| Taika Capital, LP | 24,700 | $1.54M | 0.73% | +24,700 | New |
| Banque Pictet & Cie SA | 24,703 | $1.54M | 0.01% | +24,703 | New |
| Public Employees Retirement Association of Colorado | 25,559 | $1.59M | 0.01% | −5,487−17.7% | Reduced |
| CIBC Private Wealth Group, LLC | 25,697 | $1.60M | 0.00% | +1,395+5.7% | Added |
| Steel Peak Wealth Management LLC | 25,900 | $1.61M | 0.11% | +25,900 | New |
| Aurora Investment Counsel | 25,918 | $1.61M | 1.05% | +25,918 | New |
| Duality Advisers, LP | 26,050 | $1.62M | 0.18% | −905−3.4% | Reduced |
| STRS Ohio | 26,261 | $1.64M | 0.01% | −5,770−18.0% | Reduced |
| SG Americas Securities, LLC | 26,322 | $1.64M | 0.02% | +26,322 | New |