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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 675 | $42.0K | 0.01% | −43−6.0% | Reduced |
| Spire Wealth Management | 662 | $41.2K | 0.00% | +560+549.0% | Added |
| Bessemer Group Inc | 560 | $35.0K | 0.00% | −311−35.7% | Reduced |
| Pinnacle Bancorp, Inc. | 553 | $34.4K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 540 | $33.7K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 504 | $31.4K | 0.00% | +212+72.6% | Added |
| First Manhattan Co | 486 | $30.3K | 0.00% | −414−46.0% | Reduced |
| Hoese & Co LLP | 450 | $29.8K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 471 | $29.3K | 0.00% | −176−27.2% | Reduced |
| PFS Partners, LLC | 463 | $28.8K | 0.03% | +4+0.9% | Added |
| Trust Co | 438 | $27.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 436 | $27.1K | 0.00% | +44+11.2% | Added |
| Clear Street Markets LLC | 398 | $25.0K | 0.01% | +191+92.3% | Added |
| Tilia Fiduciary Partners, Inc. | 394 | $24.5K | 0.02% | +1+0.3% | Added |
| Pinebridge Investments, L.P. | 362 | $22.5K | 0.00% | +27+8.1% | Added |
| Deseret Mutual Benefit Administrators | 349 | $21.7K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 343 | $21.4K | 0.03% | +343 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 331 | $20.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 322 | $20.0K | 0.00% | −5−1.5% | Reduced |
| Parkside Financial Bank & Trust | 317 | $19.7K | 0.01% | −132−29.4% | Reduced |
| SRS Capital Advisors, Inc. | 315 | $19.6K | 0.00% | −182−36.6% | Reduced |
| Bogart Wealth, LLC | 265 | $16.5K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 253 | $15.8K | 0.01% | +253 | New |
| Venturi Wealth Management, LLC | 245 | $15.3K | 0.00% | +245 | New |
| James Investment Research Inc | 235 | $15.0K | 0.00% | −441−65.2% | Reduced |
| Riverview Trust Co | 240 | $14.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 228 | $14.2K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 228 | $14.2K | 0.01% | +228 | New |
| Fortis Capital Advisors, LLC | 212 | $13.2K | 0.01% | −3,807−94.7% | Reduced |
| Versant Capital Management, Inc | 211 | $13.1K | 0.00% | +77+57.5% | Added |
| BerganKDV Wealth Management, LLC | 210 | $13.1K | 0.00% | +123+141.4% | Added |
| Lindbrook Capital, LLC | 203 | $12.6K | 0.00% | −52−20.4% | Reduced |
| TCTC Holdings, LLC | 200 | $12.5K | 0.00% | +200 | New |
| Cary Street Partner Investment Advisory LLC | 200 | $12.5K | 0.00% | +200 | New |
| TFC Financial Management | 192 | $12.0K | 0.00% | +6+3.2% | Added |
| Raleigh Capital Management Inc. | 182 | $11.3K | 0.01% | −61−25.1% | Reduced |
| Harbour Investments, Inc. | 176 | $11.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 175 | $10.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 175 | $10.9K | 0.00% | +10+6.1% | Added |
| Hexagon Capital Partners LLC | 174 | $10.8K | 0.00% | −40−18.7% | Reduced |
| Clearstead Advisors, LLC | 168 | $10.5K | 0.00% | +168 | New |
| Brown Brothers Harriman & Co | 165 | $10.3K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 163 | $10.2K | 0.00% | +1+0.6% | Added |
| Colonial Trust Co | 156 | $9.71K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 150 | $9.34K | 0.00% | +14+10.3% | Added |
| Farther Finance Advisors, LLC | 149 | $9.28K | 0.00% | +40+36.7% | Added |
| Stuart Chaussee & Associates, Inc. | 145 | $9.03K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 140 | $8.72K | 0.00% | +17+13.8% | Added |
| Asset Dedication, LLC | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 133 | $7.73K | 0.00% | +5+3.9% | Added |
| Glassman Wealth Services | 113 | $7.04K | 0.00% | +14+14.1% | Added |
| Rocky Mountain Advisers, LLC | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 118 | $7.00K | 0.00% | +61+107.0% | Added |
| Global Wealth Strategies & Associates | 107 | $6.66K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 107 | $6.66K | 0.00% | +49+84.5% | Added |
| Tucker Asset Management LLC | 100 | $6.23K | 0.00% | +100 | New |
| Concord Wealth Partners | 99 | $6.16K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 90 | $5.60K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 76 | $5.00K | 0.00% | +1+1.3% | Added |
| Aspire Private Capital, LLC | 75 | $4.67K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 75 | $4.67K | 0.00% | +75 | New |
| Thomas J. Herzfeld Advisors, Inc. | 73 | $4.54K | 0.00% | −23−24.0% | Reduced |
| DT Investment Partners, LLC | 75 | $4.48K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 62 | $3.86K | 0.00% | −66−51.6% | Reduced |
| Washington Trust Advisors, Inc. | 61 | $3.80K | 0.00% | 00.0% | Unchanged |
| American National Bank | 55 | $3.42K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 52 | $3.24K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 50 | $3.11K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 44 | $2.72K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 39 | $2.40K | 0.00% | +39 | New |
| Bokf, NA | 38 | $2.37K | 0.00% | +38 | New |
| Tradewinds Capital Management, LLC | 38 | $2.35K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $2.24K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 34 | $2.12K | 0.00% | −17−33.3% | Reduced |
| SkyView Investment Advisors, LLC | 25 | $2.00K | 0.00% | +25 | New |
| KB Financial Partners, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Arlington Partners LLC | 31 | $1.93K | 0.00% | +31 | New |
| Gradient Investments LLC | 31 | $1.93K | 0.00% | +31 | New |
| MV Capital Management, Inc. | 29 | $1.81K | 0.00% | +13+81.3% | Added |
| C M Bidwell & Associates Ltd | 27 | $1.68K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $1.18K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.12K | 0.00% | −36−66.7% | Reduced |
| Bell Investment Advisors, Inc | 17 | $1.06K | 0.00% | −1−5.6% | Reduced |
| Baldrige Asset Management LLC | 9 | $1.00K | 0.00% | +9 | New |
| Rosenberg Matthew Hamilton | 16 | $996 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 16 | $996 | 0.00% | +16 | New |
| Baker Avenue Asset Management, LP | 15 | $934 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 9 | $561 | 0.00% | −5−35.7% | Reduced |
| Tfo-TDC, LLC | 8 | $498 | 0.00% | +5+166.7% | Added |
| Core Alternative Capital | 6 | $374 | 0.00% | −81−93.1% | Reduced |
| Rise Advisors, LLC | 6 | $374 | 0.00% | +6 | New |
| SOA Wealth Advisors, LLC. | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −949,379−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −304,374−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −251,783−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −213,261−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −198,345−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −176,626−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −124,393−100.0% | Sold out |