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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 9,737 | $606.2K | 0.01% | −13−0.1% | Reduced |
| Virtu Financial LLC | 9,711 | $605.0K | 0.06% | +4,419+83.5% | Added |
| Baird Financial Group, Inc. | 9,641 | $600.2K | 0.00% | +2,918+43.4% | Added |
| Fairfield, Bush & Co. | 9,590 | $597.1K | 0.21% | +2,215+30.0% | Added |
| Advisor Partners II, LLC | 9,580 | $596.5K | 0.03% | +757+8.6% | Added |
| Exchange Traded Concepts, LLC | 9,530 | $593.3K | 0.02% | +9,530 | New |
| Banque Cantonale Vaudoise | 9,506 | $592.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 9,446 | $588.1K | 0.00% | −810−7.9% | Reduced |
| New Mexico Educational Retirement Board | 9,450 | $588.0K | 0.03% | −300−3.1% | Reduced |
| Natixis | 9,291 | $578.5K | 0.01% | −18,542−66.6% | Reduced |
| Metropolitan Life Insurance Co | 9,110 | $567.2K | 0.03% | −2,232−19.7% | Reduced |
| Bellevue Asset Management, LLC | 9,000 | $560.3K | 0.38% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 8,979 | $559.0K | 0.30% | −2,751−23.5% | Reduced |
| Ancora Advisors, LLC | 8,954 | $557.5K | 0.02% | −1,758−16.4% | Reduced |
| Compass Wealth Management LLC | 8,889 | $553.4K | 0.18% | 00.0% | Unchanged |
| Ci Investments Inc. | 8,851 | $551.0K | 0.00% | −2,580−22.6% | Reduced |
| Lighthouse Investment Partners, LLC | 8,839 | $550.3K | 0.05% | +8,839 | New |
| Y-Intercept (Hong Kong) Ltd | 8,813 | $548.7K | 0.06% | +8,813 | New |
| Murphy Pohlad Asset Management LLC | 8,662 | $539.3K | 0.22% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 8,608 | $535.9K | 0.32% | −776−8.3% | Reduced |
| TownSquare Capital, LLC | 8,469 | $527.3K | 0.01% | −42,365−83.3% | Reduced |
| Qtron Investments LLC | 8,434 | $525.1K | 0.11% | +2,485+41.8% | Added |
| Metis Global Partners, LLC | 8,304 | $517.0K | 0.03% | +2,216+36.4% | Added |
| Cetera Investment Advisers | 8,195 | $510.2K | 0.00% | −10,339−55.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,193 | $510.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 15,100 | $509.0K | 0.10% | +4,947+48.7% | Added |
| Parsons Capital Management Inc | 8,106 | $504.7K | 0.04% | +8,106 | New |
| Vontobel Holding Ltd. | 8,086 | $503.4K | 0.00% | −132−1.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,028 | $499.8K | 0.01% | +4,541+130.2% | Added |
| Veritable, L.P. | 7,991 | $497.5K | 0.01% | +311+4.0% | Added |
| World Equity Group, Inc. | 21,978 | $489.6K | 0.08% | +21,978 | New |
| Two Sigma Advisers, LP | 7,850 | $488.7K | 0.00% | −22,350−74.0% | Reduced |
| Ritholtz Wealth Management | 7,842 | $488.3K | 0.02% | −3,538−31.1% | Reduced |
| Walleye Trading LLC | 7,796 | $485.4K | 0.02% | +7,796 | New |
| Umb Bank N A | 7,778 | $484.3K | 0.01% | +161+2.1% | Added |
| Moody Aldrich Partners LLC | 7,705 | $479.7K | 0.10% | −13−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 7,649 | $476.2K | 0.04% | −5,918−43.6% | Reduced |
| NCM Capital Management, LLC | 7,505 | $467.0K | 0.35% | +9+0.1% | Added |
| Gratus Capital LLC | 7,421 | $462.0K | 0.04% | +6+0.1% | Added |
| Intercontinental Wealth Advisors, LLC | 7,366 | $458.6K | 0.12% | −3,292−30.9% | Reduced |
| Commerce Bank | 7,302 | $454.6K | 0.00% | −468−6.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,248 | $451.0K | 0.04% | −72−1.0% | Reduced |
| Empower Advisory Group, LLC | 7,164 | $450.2K | 0.00% | +7,164 | New |
| Atria Wealth Solutions, Inc. | 7,168 | $446.3K | 0.01% | −560−7.2% | Reduced |
| Gotham Asset Management, LLC | 7,160 | $445.8K | 0.01% | −34,528−82.8% | Reduced |
| Fox Run Management, L.L.C. | 7,097 | $441.9K | 0.14% | +7,097 | New |
| Private Advisor Group, LLC | 7,050 | $438.9K | 0.00% | −9,049−56.2% | Reduced |
| La Banque Postale Asset Management SA | 6,984 | $434.8K | 0.01% | −1,055−13.1% | Reduced |
| Brinker Capital Investments, LLC | 6,973 | $434.1K | 0.01% | −278−3.8% | Reduced |
| Orion Portfolio Solutions, LLC | 6,973 | $434.1K | 0.01% | +6,973 | New |
| O'Shaughnessy Asset Management, LLC | 6,937 | $431.9K | 0.01% | −8,030−53.7% | Reduced |
| Bradley Foster & Sargent Inc | 6,925 | $431.1K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 6,890 | $429.0K | 0.28% | +6,890 | New |
| Kestra Advisory Services, LLC | 6,794 | $423.0K | 0.00% | −9,347−57.9% | Reduced |
| Gifford Fong Associates | 6,750 | $420.0K | 0.11% | 00.0% | Unchanged |
| Coastline Trust Co | 6,735 | $419.3K | 0.06% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 6,735 | $419.3K | 0.10% | −2,934−30.3% | Reduced |
| Credit Capital Investments LLC | 6,692 | $416.6K | 0.54% | +6,692 | New |
| Lazard Asset Management LLC | 6,705 | $416.0K | 0.00% | +3,126+87.3% | Added |
| Hillsdale Investment Management Inc. | 6,650 | $414.0K | 0.04% | −60−0.9% | Reduced |
| AdvisorNet Financial, Inc | 6,538 | $407.0K | 0.04% | −54−0.8% | Reduced |
| Citadel Investment Advisory, Inc. | 6,516 | $406.0K | 0.28% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 6,414 | $399.3K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,402 | $398.6K | 0.01% | −4−0.1% | Reduced |
| Pacitti Group Inc. | 6,317 | $393.3K | 0.29% | −51−0.8% | Reduced |
| Boulder Hill Capital Management LP | 6,300 | $392.2K | 0.32% | +6,300 | New |
| TrinityPoint Wealth, LLC | 6,286 | $391.4K | 0.08% | +67+1.1% | Added |
| Veriti Management LLC | 6,226 | $387.6K | 0.05% | +6,226 | New |
| Tufton Capital Management | 6,223 | $387.4K | 0.08% | +6,223 | New |
| Fort Washington Investment Advisors Inc | 6,150 | $382.9K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,123 | $381.0K | 0.04% | +6,123 | New |
| Davenport & Co LLC | 6,110 | $380.4K | 0.00% | −452−6.9% | Reduced |
| Forum Financial Management, LP | 6,069 | $377.9K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,012 | $374.3K | 0.05% | +1,288+27.3% | Added |
| Matrix Private Capital Group LLC | 5,924 | $368.8K | 0.26% | −581−8.9% | Reduced |
| Snowden Capital Advisors LLC | 5,899 | $367.3K | 0.01% | −344−5.5% | Reduced |
| Lincoln National Corp | 5,888 | $366.6K | 0.01% | −20.0% | Reduced |
| EverSource Wealth Advisors, LLC | 5,842 | $363.7K | 0.05% | −1,158−16.5% | Reduced |
| AE Wealth Management LLC | 5,820 | $362.3K | 0.00% | −2,564−30.6% | Reduced |
| Wealthfront Advisers LLC | 5,813 | $361.9K | 0.00% | −22,531−79.5% | Reduced |
| Hamilton Capital Partners Inc. | 5,774 | $359.5K | 0.13% | +5,774 | New |
| Washington Capital Management Inc | 5,600 | $348.7K | 0.31% | +5,600 | New |
| Argent Trust Co | 5,591 | $348.1K | 0.02% | +5,591 | New |
| XTX Topco Ltd | 5,567 | $346.6K | 0.07% | +1,722+44.8% | Added |
| Private Trust Co NA | 5,539 | $344.9K | 0.05% | −2,561−31.6% | Reduced |
| Resources Investment Advisors, LLC. | 5,482 | $341.3K | 0.01% | −166−2.9% | Reduced |
| SRB Corp | 5,463 | $340.1K | 0.02% | −861−13.6% | Reduced |
| Triasima Portfolio Management inc. | 5,410 | $336.8K | 0.03% | −69,970−92.8% | Reduced |
| Argus Investors' Counsel, Inc. | 5,383 | $335.1K | 0.25% | −54−1.0% | Reduced |
| Empirical Finance, LLC | 5,381 | $335.0K | 0.03% | +278+5.4% | Added |
| Carmel Capital Partners, LLC | 5,325 | $331.5K | 0.20% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 5,311 | $330.7K | 0.00% | +2,160+68.5% | Added |
| Mirabella Financial Services LLP | 5,241 | $326.3K | 0.07% | −3,167−37.7% | Reduced |
| Nebula Research & Development LLC | 5,134 | $319.6K | 0.56% | +5,134 | New |
| Bard Financial Services, Inc. | 5,060 | $315.0K | 0.03% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,041 | $314.0K | 0.01% | −5,393−51.7% | Reduced |
| Alps Advisors Inc | 5,029 | $313.1K | 0.00% | +300+6.3% | Added |
| Capital Asset Advisory Services LLC | 5,027 | $313.0K | 0.02% | −1,052−17.3% | Reduced |
| Sage Capital Advisors,llc | 5,000 | $311.3K | 0.12% | 00.0% | Unchanged |
| Blair William & Co | 4,995 | $311.0K | 0.00% | −221−4.2% | Reduced |