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 |
|---|---|---|---|---|---|
| State of Wyoming | 4,953 | $308.4K | 0.10% | +2,185+78.9% | Added |
| Ballentine Partners, LLC | 4,941 | $307.6K | 0.01% | +4,941 | New |
| B. Metzler seel. Sohn & Co. AG | 4,938 | $307.4K | 0.00% | +1,161+30.7% | Added |
| Stevens Capital Management LP | 4,903 | $305.0K | 0.08% | −1,403−22.2% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,898 | $304.9K | 0.24% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 4,882 | $304.0K | 0.06% | +4,882 | New |
| Ieq Capital, LLC | 4,866 | $302.9K | 0.01% | +4,866 | New |
| Inceptionr LLC | 4,862 | $302.7K | 0.10% | +4,862 | New |
| Seven Eight Capital, LP | 4,819 | $300.0K | 0.06% | +4,819 | New |
| Aptus Capital Advisors, LLC | 4,723 | $294.1K | 0.01% | −4−0.1% | Reduced |
| Pathstone Family Office, LLC | 4,251 | $292.1K | 0.00% | −4,606−52.0% | Reduced |
| Brown Advisory Inc | 4,640 | $288.9K | 0.00% | +4,640 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,640 | $288.9K | 0.02% | +54+1.2% | Added |
| Schechter Investment Advisors, LLC | 4,634 | $288.5K | 0.03% | +10+0.2% | Added |
| Romano Brothers and Company | 4,625 | $288.0K | 0.04% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 4,612 | $287.1K | 0.07% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 4,607 | $286.8K | 0.39% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 4,589 | $285.7K | 0.05% | +4,589 | New |
| Somerset Trust Co | 4,531 | $282.1K | 0.12% | −373−7.6% | Reduced |
| Diligent Investors, LLC | 4,500 | $280.2K | 0.09% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 4,483 | $279.1K | 0.03% | −225−4.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,370 | $272.1K | 0.09% | +4,370 | New |
| Kingsview Wealth Management, LLC | 4,363 | $271.6K | 0.01% | −3−0.1% | Reduced |
| American Trust | 4,329 | $269.5K | 0.02% | −1,411−24.6% | Reduced |
| Dark Forest Capital Management LP | 4,329 | $269.5K | 0.06% | +3,916+948.2% | Added |
| Coldstream Capital Management Inc | 4,307 | $268.2K | 0.01% | +164+4.0% | Added |
| M&R Capital Management Inc | 4,276 | $266.2K | 0.07% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,209 | $262.1K | 0.19% | +122+3.0% | Added |
| Tokio Marine Asset Management Co Ltd | 4,183 | $260.4K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 4,171 | $259.7K | 0.04% | −1,226−22.7% | Reduced |
| Fifth Third Bancorp | 4,168 | $259.5K | 0.00% | +709+20.5% | Added |
| Great Valley Advisor Group, Inc. | 4,132 | $257.3K | 0.01% | −1,000−19.5% | Reduced |
| Quantinno Capital Management LP | 4,102 | $255.0K | 0.02% | +900+28.1% | Added |
| Silvercrest Asset Management Group LLC | 4,085 | $254.3K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 3,987 | $248.2K | 0.00% | +3,987 | New |
| CAPROCK Group, Inc. | 3,960 | $246.6K | 0.02% | +293+8.0% | Added |
| Level Four Advisory Services, LLC | 3,859 | $240.3K | 0.02% | +101+2.7% | Added |
| Epoch Investment Partners, Inc. | 3,822 | $238.0K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 3,790 | $236.0K | 0.16% | −38−1.0% | Reduced |
| Petrus Trust Company, LTA | 3,788 | $235.8K | 0.03% | +3,788 | New |
| Prospera Financial Services Inc | 3,776 | $235.5K | 0.01% | +705+23.0% | Added |
| RWM Asset Management, LLC | 3,759 | $234.1K | 0.05% | −646−14.7% | Reduced |
| Checchi Capital Advisers, LLC | 3,710 | $231.0K | 0.02% | −46−1.2% | Reduced |
| IFG Advisory, LLC | 3,636 | $226.4K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,535 | $220.1K | 0.01% | −5,505−60.9% | Reduced |
| Osterweis Capital Management Inc | 3,527 | $219.6K | 0.01% | −140−3.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,415 | $212.6K | 0.01% | 00.0% | Unchanged |
| Planning Center, Inc. | 3,373 | $211.4K | 0.06% | 00.0% | Unchanged |
| Private Wealth Advisors | 3,375 | $210.1K | 0.09% | +3,375 | New |
| PEAK6 Investments LLC | 3,372 | $209.9K | 0.01% | +3,372 | New |
| Wedmont Private Capital | 3,318 | $209.0K | 0.03% | +292+9.6% | Added |
| Ami Investment Management Inc | 3,275 | $203.9K | 0.10% | −1,044−24.2% | Reduced |
| CWS Financial Advisors, LLC | 3,263 | $203.2K | 0.08% | −641−16.4% | Reduced |
| Treynor Bancshares, Inc. | 3,245 | $202.0K | 0.13% | −208−6.0% | Reduced |
| Ingalls & Snyder LLC | 3,243 | $202.0K | 0.01% | −83−2.5% | Reduced |
| Column Capital Advisors, LLC | 3,192 | $198.7K | 0.03% | +435+15.8% | Added |
| Harbor Investment Advisory, LLC | 3,050 | $189.9K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,908 | $185.2K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,304 | $177.5K | 0.01% | −1,309−36.2% | Reduced |
| Iron Horse Wealth Management, LLC | 2,744 | $170.8K | 0.09% | 00.0% | Unchanged |
| Central Trust Co | 2,657 | $165.4K | 0.00% | +55+2.1% | Added |
| Ameritas Investment Partners, Inc. | 2,622 | $163.2K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,559 | $159.3K | 0.00% | +207+8.8% | Added |
| Northwestern Mutual Wealth Management Co | 2,464 | $153.4K | 0.00% | −17,035−87.4% | Reduced |
| Chilton Capital Management LLC | 2,445 | $152.2K | 0.01% | +2,445 | New |
| Erste Asset Management GmbH | 2,400 | $148.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,228 | $138.7K | 0.00% | +1,834+465.5% | Added |
| Eagle Bay Advisors LLC | 2,166 | $134.9K | 0.07% | −289−11.8% | Reduced |
| Globeflex Capital L P | 2,106 | $131.1K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,764 | $128.0K | 0.00% | +88+5.3% | Added |
| Signaturefd, LLC | 2,032 | $126.5K | 0.00% | +1,540+313.0% | Added |
| Whittier Trust Co | 2,013 | $125.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,990 | $123.9K | 0.00% | −60−2.9% | Reduced |
| Heritage Wealth Advisors | 1,909 | $118.9K | 0.01% | 00.0% | Unchanged |
| AM Squared Ltd | 1,900 | $118.3K | 0.09% | +1,900 | New |
| Vigilant Capital Management, LLC | 1,757 | $109.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,677 | $104.4K | 0.06% | +1,677 | New |
| GWM Advisors LLC | 1,650 | $102.7K | 0.00% | −5,961−78.3% | Reduced |
| Quadrant Capital Group LLC | 1,543 | $96.1K | 0.01% | +595+62.8% | Added |
| Proequities, Inc. | 1,367 | $85.1K | 0.01% | +22+1.6% | Added |
| Sunbelt Securities, Inc. | 1,362 | $84.5K | 0.01% | +1,362 | New |
| Sentry Investment Management LLC | 1,342 | $84.0K | 0.03% | −15−1.1% | Reduced |
| Ameritas Advisory Services, LLC | 1,315 | $81.8K | 0.00% | +1,315 | New |
| Acadian Asset Management LLC | 1,310 | $81.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,300 | $80.9K | 0.00% | −173−11.7% | Reduced |
| Desjardins Global Asset Management Inc. | 1,255 | $78.0K | 0.01% | −19,377−93.9% | Reduced |
| JFS Wealth Advisors, LLC | 1,240 | $77.2K | 0.01% | −41−3.2% | Reduced |
| St. Johns Investment Management Company, LLC | 1,125 | $70.0K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,088 | $68.0K | 0.01% | −3−0.3% | Reduced |
| West Paces Advisors Inc. | 1,090 | $67.9K | 0.02% | −147−11.9% | Reduced |
| Penserra Capital Management LLC | 1,050 | $64.0K | 0.00% | −39,262−97.4% | Reduced |
| Bellwether Advisors, LLC | 1,026 | $63.9K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 933 | $58.0K | 0.00% | −2,451−72.4% | Reduced |
| Geneos Wealth Management Inc. | 914 | $56.9K | 0.00% | +3+0.3% | Added |
| Alta Advisers Ltd | 900 | $56.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 874 | $54.4K | 0.01% | +2+0.2% | Added |
| Ellevest, Inc. | 851 | $53.0K | 0.00% | +177+26.3% | Added |
| Covestor Ltd | 810 | $50.0K | 0.04% | −6−0.7% | Reduced |
| Leonteq Securities AG | 794 | $49.4K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 675 | $42.0K | 0.01% | 00.0% | Unchanged |