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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.

Other share classesWRB.PEWRB.PFWRB.PGWRB.PH

Q2 2023 vs. Q1 2023

How the institutions holding Berkley W R Corp changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of WRB: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders6933660−30
Shares181.1M63.3K174.1M−6.98M (−3.9%)
Value$11.2B$3.94M$10.3B−$877.5M (−7.8%)

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Berkley W R Corp at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to WRB in Q2 2023
InstitutionSharesValue% of portfolio
Nuance Investments, LLC450,319$26.8M0.57%
Hutchinson Capital Management164,075$9.77M2.29%
Torray LLC162,245$9.66M1.67%
Janney Montgomery Scott LLC159,869$9.52M0.03%
Fairholme Capital Management LLC131,200$7.81M0.59%
Marshall Wace, LLP124,750$7.43M0.02%
Summit Global Investments100,131$5.96M0.39%
Numerai GP LLC99,157$5.91M1.20%
Prana Capital Management, LP83,794$4.99M0.33%
Alaska Permanent Fund Corp75,873$4.52M0.09%
Jupiter Asset Management Ltd58,261$3.47M0.04%
Annandale Capital, LLC50,021$2.98M0.86%
Spears Abacus Advisors LLC45,671$2.72M0.22%
Interval Partners, LP37,500$2.23M0.11%
Alamar Capital Management, LLC31,515$1.88M1.38%
Weiss Multi-Strategy Advisers LLC28,172$1.68M0.04%
MML Investors Services, LLC23,311$1.39M0.01%
Delphi Management Inc21,200$1.26M1.33%
Highland Capital Management, LLC20,028$1.19M0.08%
Eagle Asset Management Inc18,603$1.11M0.01%
Ergoteles LLC18,391$1.10M0.05%
Almanack Investment Partners, LLC.13,251$789.2K0.14%
Integrated Wealth Concepts LLC12,469$742.7K0.01%
iA Global Asset Management Inc.12,436$741.0K0.02%
Empirical Asset Management, LLC12,064$718.6K0.64%
Shay Capital LLC10,000$595.6K0.21%
First Hawaiian Bank8,332$496.3K0.02%
Cresset Asset Management, LLC7,727$460.2K0.00%
Kornitzer Capital Management Inc7,520$447.9K0.01%
Empire Financial Management Company, LLC6,590$392.5K0.16%
Gallacher Capital Management LLC6,209$369.8K0.21%
Hilltop Holdings Inc.5,959$354.9K0.04%
CoreCap Advisors, LLC5,618$334.6K0.02%
Graham Capital Wealth Management, LLC4,685$279.0K0.66%
Simplex Trading, LLC4,440$264.0K0.01%
SYSTM Wealth Solutions LLC4,123$245.6K0.03%
Clear Harbor Asset Management, LLC4,032$240.1K0.02%
Avestar Capital, LLC4,015$239.1K0.04%
IHT Wealth Management, LLC3,941$234.7K0.01%
Clarius Group, LLC3,670$218.6K0.02%
CWA Asset Management Group, LLC3,618$215.5K0.01%
Gyroscope Capital Management Group, LLC3,600$214.4K0.05%
Moneta Group Investment Advisors LLC3,559$212.0K0.00%
Global Wealth Management Investment Advisory, Inc.2,887$171.9K0.05%
O'Dell Group, LLC2,700$160.8K0.05%
Counterpoint Mutual Funds LLC2,110$125.7K0.12%
Johnson Financial Group, Inc.1,765$105.1K0.01%
UniSuper Management Pty Ltd1,500$89.3K0.00%
Kapitalo Investimentos Ltda1,481$88.2K0.02%
Mendota Financial Group, LLC1,040$61.9K0.07%
Spotlight Asset Group, Inc.778$46.3K0.04%
Capital Advisors, Ltd. LLC669$40.0K0.01%
Caldwell Sutter Capital, Inc.450$26.8K0.01%
St Germain D J Co Inc310$18.5K0.00%
Armstrong Advisory Group, Inc200$11.9K0.00%
GoalVest Advisory LLC180$10.7K0.01%
First Capital Advisors Group, LLC.93$5.54K0.00%
Tyler-Stone Wealth Management86$5.00K0.00%
Archer Investment Corp73$4.35K0.00%
Cherry Tree Wealth Management, LLC72$4.29K0.00%
WR Wealth Planners, LLC40$2.38K0.00%
Missouri Trust & Investment Co24$1.43K0.00%
GW&K Investment Management, LLC12$1.00K0.00%
Bollard Group LLC15$1.00K0.00%
Sofos Investments, Inc.60$7260.00%
JJJ Advisors Inc.5$2980.00%
Comerica Bank210,020$2460.03%
Avion Wealth9$00.00%

Sold out (98)

Institutions that held Berkley W R Corp at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of WRB in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Capital World Investors2,216,021$138.0M
Cantor Fitzgerald, L. P.532,348$33.1M
Brookfield Asset Management Inc.290,280$18.1M
Adage Capital Partners GP, L.L.C.203,950$12.7M
Assenagon Asset Management S.A.149,869$9.33M
Aigen Investment Management, LP96,213$5.99M
Churchill Management Corp77,850$4.85M
AustralianSuper Pty Ltd75,028$4.67M
Unigestion Holding SA74,436$4.62M
Element Capital Management LLC65,233$4.06M
Agf Management Ltd52,733$3.28M
Synergy Financial Management, LLC51,879$3.23M
Crestline Management, LP50,000$3.11M
EHP Funds Inc.47,900$2.98M
Tower View Investment Management & Research LLC46,416$2.89M
BlueCrest Capital Management Ltd46,267$2.88M
Mount Lucas Management LP43,781$2.73M
Leuthold Group, LLC43,416$2.70M
Dynamic Technology Lab Private Ltd41,099$2.56M
FORA Capital, LLC40,426$2.52M
Wakefield Asset Management LLLP39,137$2.44M
Otter Creek Advisors, LLC36,973$2.30M
Weiss Asset Management LP35,200$2.19M
NatWest Group plc28,573$1.78M
Duality Advisers, LP26,050$1.62M
Taika Capital, LP24,700$1.54M
Patton Fund Management, Inc.21,871$1.36M
McKinley Capital Management LLC /Delaware20,187$1.26M
Bridgefront Capital, LLC18,268$1.14M
Campbell & CO Investment Adviser LLC16,232$1.01M
Vinva Investment Management Ltd15,793$979.2K
Boothbay Fund Management, LLC14,871$925.9K
Investment Management Corp of Ontario14,270$888.5K
Prelude Capital Management, LLC14,029$873.4K
Axq Capital, LP13,900$865.4K
Park Avenue Securities LLC13,190$821.0K
Industrial Alliance Investment Management Inc.11,783$734.0K
Sigma Planning Corp11,194$697.0K
FJ Capital Management LLC10,877$677.2K
BCJ Capital Management, LLC10,804$672.7K
Marietta Investment Partners LLC10,710$666.8K
Virtu Financial LLC9,711$605.0K
Lighthouse Investment Partners, LLC8,839$550.3K
Y-Intercept (Hong Kong) Ltd8,813$548.7K
Qtron Investments LLC8,434$525.1K
Vontobel Holding Ltd.8,086$503.4K
World Equity Group, Inc.21,978$489.6K
Walleye Trading LLC7,796$485.4K
Moody Aldrich Partners LLC7,705$479.7K
Atria Wealth Solutions, Inc.7,168$446.3K
MQS Management LLC6,890$429.0K
Credit Capital Investments LLC6,692$416.6K
Hillsdale Investment Management Inc.6,650$414.0K
Pacitti Group Inc.6,317$393.3K
Boulder Hill Capital Management LP6,300$392.2K
Triasima Portfolio Management inc.5,410$336.8K
Mirabella Financial Services LLP5,241$326.3K
Nebula Research & Development LLC5,134$319.6K
Capital Asset Advisory Services LLC5,027$313.0K
Ieq Capital, LLC4,866$302.9K
Inceptionr LLC4,862$302.7K
Pearl River Capital, LLC4,589$285.7K
Asahi Life Asset Management Co., Ltd.4,370$272.1K
Kingsview Wealth Management, LLC4,363$271.6K
Great Valley Advisor Group, Inc.4,132$257.3K
CAPROCK Group, Inc.3,960$246.6K
AlphaCentric Advisors LLC3,790$236.0K
RWM Asset Management, LLC3,759$234.1K
IFG Advisory, LLC3,636$226.4K
Planning Center, Inc.3,373$211.4K
Ami Investment Management Inc3,275$203.9K
CWS Financial Advisors, LLC3,263$203.2K
Treynor Bancshares, Inc.3,245$202.0K
Ingalls & Snyder LLC3,243$202.0K
Globeflex Capital L P2,106$131.1K
Sunbelt Securities, Inc.1,362$84.5K
Ameritas Advisory Services, LLC1,315$81.8K
Bellwether Advisors, LLC1,026$63.9K
Ellevest, Inc.851$53.0K
Tilia Fiduciary Partners, Inc.394$24.5K
USA Financial Portformulas Corp343$21.4K
Cape Investment Advisory, Inc.253$15.8K
James Investment Research Inc235$15.0K
Fortis Capital Advisors, LLC212$13.2K
TCTC Holdings, LLC200$12.5K
Cary Street Partner Investment Advisory LLC200$12.5K
TFC Financial Management192$12.0K
Carolinas Wealth Consulting LLC163$10.2K
Steward Financial Group LLC118$7.00K
Tucker Asset Management LLC100$6.23K
Schubert & Co62$3.86K
Washington Trust Advisors, Inc.61$3.80K
Values First Advisors, Inc.39$2.40K
KB Financial Partners, LLC26$2.00K
Bell Investment Advisors, Inc17$1.06K
TCI Wealth Advisors, Inc.9$561
Core Alternative Capital6$374
Rise Advisors, LLC6$374

Not filed for Q2 2023 yet (3)

Institutions that held Berkley W R Corp at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WRB in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Kula Investments, LLC52,407$3.26M
ETF Managers Group, LLC10,932$680.6K
Baldrige Asset Management LLC9$1.00K