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, Q2 2023
Institutional positions in Berkley W R Corp as of Jun 30, 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
- 660
- −30 vs. Q1 2023
- Shares held
- 174.1M
- −6.98M (−3.9%) vs. Q1 2023
- Total value
- $10.3B
- −$877.5M (−7.8%) vs. Q1 2023
- New holders
- 68
- 223 more added
- Sold out
- 98
- 265 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| SOA Wealth Advisors, LLC. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 210,020 | $246 | 0.03% | +210,020 | New |
| JJJ Advisors Inc. | 5 | $298 | 0.00% | +5 | New |
| Bokf, NA | 8 | $476 | 0.00% | −30−78.9% | Reduced |
| Tfo-TDC, LLC | 8 | $476 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $477 | 0.00% | −11−57.9% | Reduced |
| Sofos Investments, Inc. | 60 | $726 | 0.00% | +60 | New |
| Leonteq Securities AG | 14 | $834 | 0.00% | −780−98.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 16 | $953 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 16 | $953 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Bollard Group LLC | 15 | $1.00K | 0.00% | +15 | New |
| Gradient Investments LLC | 22 | $1.31K | 0.00% | −9−29.0% | Reduced |
| Baker Avenue Asset Management, LP | 23 | $1.37K | 0.00% | +8+53.3% | Added |
| Missouri Trust & Investment Co | 24 | $1.43K | 0.00% | +24 | New |
| C M Bidwell & Associates Ltd | 27 | $1.61K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 31 | $1.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 31 | $1.85K | 0.00% | +13+72.2% | Added |
| Disciplined Investments, LLC | 32 | $1.91K | 0.00% | −2−5.9% | Reduced |
| Financial Management Professionals, Inc. | 30 | $2.00K | 0.00% | −46−60.5% | Reduced |
| Raffa Wealth Management, LLC | 36 | $2.14K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 38 | $2.25K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $2.38K | 0.00% | +40 | New |
| Beacon Capital Management, LLC | 44 | $2.61K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 47 | $2.80K | 0.00% | +18+62.1% | Added |
| RFP Financial Group LLC | 50 | $2.98K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 52 | $3.00K | 0.00% | +27+108.0% | Added |
| MCF Advisors LLC | 52 | $3.10K | 0.00% | 00.0% | Unchanged |
| American National Bank | 55 | $3.28K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 72 | $4.29K | 0.00% | +72 | New |
| Thomas J. Herzfeld Advisors, Inc. | 73 | $4.35K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 73 | $4.35K | 0.00% | +73 | New |
| Aspire Private Capital, LLC | 75 | $4.47K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 75 | $4.63K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 86 | $5.00K | 0.00% | +86 | New |
| BerganKDV Wealth Management, LLC | 87 | $5.18K | 0.00% | −123−58.6% | Reduced |
| Abound Wealth Management | 87 | $5.18K | 0.00% | +12+16.0% | Added |
| Earnest Partners LLC | 90 | $5.36K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 93 | $5.54K | 0.00% | +93 | New |
| Concord Wealth Partners | 99 | $5.90K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 107 | $6.37K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 110 | $6.54K | 0.00% | +64+139.1% | Added |
| Rocky Mountain Advisers, LLC | 109 | $6.79K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 117 | $6.97K | 0.00% | −387−76.8% | Reduced |
| Asset Dedication, LLC | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 136 | $8.10K | 0.00% | −14−9.3% | Reduced |
| Clearstead Advisors, LLC | 140 | $8.34K | 0.00% | −28−16.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 145 | $8.64K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 156 | $9.29K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 160 | $9.53K | 0.00% | +47+41.6% | Added |
| Brown Brothers Harriman & Co | 165 | $9.83K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 171 | $10.2K | 0.00% | −4−2.3% | Reduced |
| Park Place Capital Corp | 175 | $10.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 176 | $10.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 178 | $10.6K | 0.01% | −4−2.2% | Reduced |
| Hexagon Capital Partners LLC | 179 | $10.7K | 0.00% | +5+2.9% | Added |
| GoalVest Advisory LLC | 180 | $10.7K | 0.01% | +180 | New |
| Parkside Financial Bank & Trust | 197 | $11.7K | 0.00% | −120−37.9% | Reduced |
| Armstrong Advisory Group, Inc | 200 | $11.9K | 0.00% | +200 | New |
| Headlands Technologies LLC | 205 | $12.2K | 0.00% | −23−10.1% | Reduced |
| Versant Capital Management, Inc | 219 | $13.0K | 0.00% | +8+3.8% | Added |
| Prestige Wealth Management Group LLC | 228 | $13.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 240 | $14.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 256 | $15.2K | 0.00% | +53+26.1% | Added |
| Bogart Wealth, LLC | 265 | $15.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 263 | $16.0K | 0.01% | −135−33.9% | Reduced |
| St Germain D J Co Inc | 310 | $18.5K | 0.00% | +310 | New |
| SRS Capital Advisors, Inc. | 315 | $18.8K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 331 | $19.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 339 | $20.2K | 0.00% | +17+5.3% | Added |
| Deseret Mutual Benefit Administrators | 349 | $20.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 349 | $20.8K | 0.00% | +104+42.4% | Added |
| Geneos Wealth Management Inc. | 915 | $24.2K | 0.00% | +1+0.1% | Added |
| National Pension Service | 410 | $24.2K | 0.00% | −377,574−99.9% | Reduced |
| Allworth Financial LP | 415 | $24.7K | 0.00% | +308+287.9% | Added |
| Trust Co | 438 | $26.1K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 450 | $26.8K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 450 | $26.8K | 0.01% | +450 | New |
| PFS Partners, LLC | 464 | $27.6K | 0.02% | +1+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 471 | $28.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 496 | $29.5K | 0.01% | +347+232.9% | Added |
| Quarry LP | 518 | $30.9K | 0.02% | −1,159−69.1% | Reduced |
| Massmutual Trust Co FSB | 518 | $30.9K | 0.00% | +82+18.8% | Added |
| Westpac Banking Corp | 522 | $31.1K | 0.00% | −20,220−97.5% | Reduced |
| Clearview Wealth Advisors LLC | 542 | $32.3K | 0.03% | +2+0.4% | Added |
| Pinnacle Bancorp, Inc. | 553 | $32.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 582 | $34.7K | 0.00% | −1,408−70.8% | Reduced |
| First Manhattan Co | 586 | $34.9K | 0.00% | +100+20.6% | Added |
| Benjamin Edwards Inc | 645 | $38.0K | 0.01% | −30−4.4% | Reduced |
| Spire Wealth Management | 662 | $39.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 669 | $39.8K | 0.00% | +536+403.0% | Added |
| Capital Advisors, Ltd. LLC | 669 | $40.0K | 0.01% | +669 | New |
| Duncker Streett & Co Inc | 675 | $40.2K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 778 | $46.3K | 0.04% | +778 | New |
| Quent Capital, LLC | 850 | $50.6K | 0.01% | −24−2.7% | Reduced |
| Harbor Investment Advisory, LLC | 900 | $53.6K | 0.01% | −2,150−70.5% | Reduced |
| Alta Advisers Ltd | 900 | $53.6K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 906 | $54.0K | 0.00% | −1,322−59.3% | Reduced |
| Ronald Blue Trust, Inc. | 937 | $58.0K | 0.00% | −827−46.9% | Reduced |