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 |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −77,351−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −66,868−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −64,388−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −62,869−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −59,713−100.0% | Sold out |
| McLean Asset Management Corp | 0 | $0 | 0.00% | −55,196−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −30,999−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −30,966−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −28,167−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −26,733−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −26,723−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −25,776−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −22,657−100.0% | Sold out |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −20,955−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −18,487−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −18,037−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −17,258−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −16,990−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −16,315−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −14,059−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −13,114−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −11,319−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| CFO4Life Group, LLC | 0 | $0 | 0.00% | −9,435−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −8,422−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −8,125−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −6,415−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −6,294−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −6,090−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −5,986−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,962−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −5,645−100.0% | Sold out |
| Hamilton Wealth, LLC | 0 | $0 | 0.00% | −5,397−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −4,872−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −4,770−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −4,671−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −4,195−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −4,133−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −4,063−100.0% | Sold out |
| Presidio Capital Management, LLC | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −3,652−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −3,333−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −3,142−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | 0 | $0 | 0.00% | −3,114−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |
| Hutchens & Kramer Investment Management Group, LLC | 0 | $0 | 0.00% | −3,091−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| FirstPurpose Wealth LLC | 0 | $0 | 0.00% | −3,071−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −3,037−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −3,016−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −2,983−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −2,953−100.0% | Sold out |
| Smith Shellnut Wilson LLC | 0 | $0 | 0.00% | −2,946−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −2,888−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −2,887−100.0% | Sold out |
| Carlson Capital Management | 0 | $0 | 0.00% | −2,872−100.0% | Sold out |
| GYL Financial Synergies, LLC | 0 | $0 | 0.00% | −2,871−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −2,856−100.0% | Sold out |
| Mountain Pacific Investment Advisers Inc | 0 | $0 | 0.00% | −2,835−100.0% | Sold out |
| Iron Financial, LLC | 0 | $0 | 0.00% | −2,822−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −2,813−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −2,812−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,571−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,357−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,272−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Horizon Bancorp Inc | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| YorkBridge Wealth Partners, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| St. James Investment Advisors, LLC | – | – | – | – | Not filed |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| CFO4Life, L.P. | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| Zeke Capital Advisors, LLC | – | – | – | – | Not filed |
| Red Cedar Capital, LLC | – | – | – | – | Not filed |