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 |
|---|---|---|---|---|---|
| AM Squared Ltd | 1,000 | $59.6K | 0.07% | −900−47.4% | Reduced |
| Central Trust Co | 1,027 | $61.2K | 0.00% | −1,630−61.3% | Reduced |
| Mendota Financial Group, LLC | 1,040 | $61.9K | 0.07% | +1,040 | New |
| West Paces Advisors Inc. | 1,090 | $64.9K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,093 | $65.0K | 0.01% | +5+0.5% | Added |
| Proequities, Inc. | 1,093 | $65.1K | 0.00% | −274−20.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,102 | $65.6K | 0.00% | −380,097−99.7% | Reduced |
| JFS Wealth Advisors, LLC | 1,224 | $72.9K | 0.01% | −16−1.3% | Reduced |
| Covestor Ltd | 1,260 | $75.0K | 0.06% | +450+55.6% | Added |
| Acadian Asset Management LLC | 1,310 | $77.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,300 | $77.4K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,342 | $80.0K | 0.03% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,481 | $88.2K | 0.02% | +1,481 | New |
| UniSuper Management Pty Ltd | 1,500 | $89.3K | 0.00% | +1,500 | New |
| Quadrant Capital Group LLC | 1,625 | $96.8K | 0.01% | +82+5.3% | Added |
| Pinebridge Investments, L.P. | 1,625 | $96.8K | 0.00% | +1,263+348.9% | Added |
| GWM Advisors LLC | 1,686 | $100.4K | 0.00% | +36+2.2% | Added |
| Johnson Financial Group, Inc. | 1,765 | $105.1K | 0.01% | +1,765 | New |
| Heritage Wealth Advisors | 1,909 | $113.7K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,983 | $118.1K | 0.07% | −183−8.4% | Reduced |
| Whittier Trust Co | 1,991 | $118.6K | 0.00% | −22−1.1% | Reduced |
| Bessemer Group Inc | 2,033 | $122.0K | 0.00% | +1,473+263.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,065 | $123.0K | 0.00% | −2,976−59.0% | Reduced |
| Counterpoint Mutual Funds LLC | 2,110 | $125.7K | 0.12% | +2,110 | New |
| Federation des caisses Desjardins du Quebec | 2,208 | $131.5K | 0.00% | −5,820−72.5% | Reduced |
| Penserra Capital Management LLC | 2,306 | $135.0K | 0.00% | +1,256+119.6% | Added |
| Signaturefd, LLC | 2,326 | $138.5K | 0.00% | +294+14.5% | Added |
| Pittenger & Anderson Inc | 2,375 | $141.5K | 0.01% | +2,235+1,596.4% | Added |
| Cullen/Frost Bankers, Inc. | 2,377 | $141.6K | 0.00% | −182−7.1% | Reduced |
| Erste Asset Management GmbH | 2,400 | $141.9K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,445 | $145.6K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,490 | $148.2K | 0.02% | +1,235+98.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,624 | $156.3K | 0.00% | +160+6.5% | Added |
| O'Dell Group, LLC | 2,700 | $160.8K | 0.05% | +2,700 | New |
| Iron Horse Wealth Management, LLC | 2,744 | $163.4K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,180 | $167.9K | 0.01% | −124−5.4% | Reduced |
| State of Wyoming | 2,850 | $169.7K | 0.05% | −2,103−42.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 2,887 | $171.9K | 0.05% | +2,887 | New |
| Horizon Investments, LLC | 2,918 | $173.8K | 0.00% | −617−17.5% | Reduced |
| FinTrust Capital Advisors, LLC | 2,908 | $178.5K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,037 | $181.0K | 0.00% | −5,814−65.7% | Reduced |
| Vigilant Capital Management, LLC | 3,107 | $185.0K | 0.01% | +1,350+76.8% | Added |
| St. Johns Investment Management Company, LLC | 3,125 | $186.1K | 0.10% | +2,000+177.8% | Added |
| Private Wealth Advisors | 3,381 | $201.4K | 0.08% | +6+0.2% | Added |
| Column Capital Advisors, LLC | 3,415 | $203.4K | 0.03% | +223+7.0% | Added |
| Cassaday & Co Wealth Management LLC | 3,415 | $203.4K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,525 | $207.7K | 0.02% | +207+6.2% | Added |
| Osterweis Capital Management Inc | 3,527 | $210.1K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,545 | $211.1K | 0.02% | −165−4.4% | Reduced |
| Moneta Group Investment Advisors LLC | 3,559 | $212.0K | 0.00% | +3,559 | New |
| Gyroscope Capital Management Group, LLC | 3,600 | $214.4K | 0.05% | +3,600 | New |
| CWA Asset Management Group, LLC | 3,618 | $215.5K | 0.01% | +3,618 | New |
| Clarius Group, LLC | 3,670 | $218.6K | 0.02% | +3,670 | New |
| Brown Advisory Inc | 3,729 | $222.1K | 0.00% | −911−19.6% | Reduced |
| Level Four Advisory Services, LLC | 3,759 | $223.9K | 0.01% | −100−2.6% | Reduced |
| Epoch Investment Partners, Inc. | 3,822 | $227.6K | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 3,822 | $227.9K | 0.01% | −8,530−69.1% | Reduced |
| Graham Capital Management, L.P. | 3,851 | $229.4K | 0.01% | −302,056−98.7% | Reduced |
| Quantinno Capital Management LP | 3,872 | $231.0K | 0.01% | −230−5.6% | Reduced |
| Fifth Third Bancorp | 3,896 | $232.0K | 0.00% | −272−6.5% | Reduced |
| American Trust | 3,902 | $232.4K | 0.02% | −427−9.9% | Reduced |
| Prospera Financial Services Inc | 3,921 | $233.9K | 0.01% | +145+3.8% | Added |
| IHT Wealth Management, LLC | 3,941 | $234.7K | 0.01% | +3,941 | New |
| Coldstream Capital Management Inc | 3,941 | $234.8K | 0.01% | −366−8.5% | Reduced |
| Axxcess Wealth Management, LLC | 3,949 | $235.2K | 0.02% | −3,700−48.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,956 | $235.6K | 0.00% | −2,981−43.0% | Reduced |
| Echo Street Capital Management LLC | 3,996 | $238.0K | 0.00% | −9,689−70.8% | Reduced |
| Avestar Capital, LLC | 4,015 | $239.1K | 0.04% | +4,015 | New |
| Clear Harbor Asset Management, LLC | 4,032 | $240.1K | 0.02% | +4,032 | New |
| Gotham Asset Management, LLC | 4,039 | $240.6K | 0.01% | −3,121−43.6% | Reduced |
| Silvercrest Asset Management Group LLC | 4,085 | $243.3K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 4,123 | $245.6K | 0.03% | +4,123 | New |
| Carmel Capital Partners, LLC | 4,125 | $245.7K | 0.13% | −1,200−22.5% | Reduced |
| Seven Eight Capital, LP | 4,127 | $245.8K | 0.04% | −692−14.4% | Reduced |
| Coastline Trust Co | 4,263 | $253.9K | 0.04% | −2,472−36.7% | Reduced |
| M&R Capital Management Inc | 4,276 | $254.7K | 0.07% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,336 | $258.3K | 0.02% | +153+3.7% | Added |
| Simplex Trading, LLC | 4,440 | $264.0K | 0.01% | +4,440 | New |
| Eagle Ridge Investment Management | 4,483 | $267.0K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,487 | $267.2K | 0.02% | −147−3.2% | Reduced |
| Banque Cantonale Vaudoise | 4,506 | $268.0K | 0.01% | −5,000−52.6% | Reduced |
| Diligent Investors, LLC | 4,500 | $268.0K | 0.08% | 00.0% | Unchanged |
| Somerset Trust Co | 4,509 | $268.6K | 0.12% | −22−0.5% | Reduced |
| Baron Wealth Management LLC | 4,605 | $274.3K | 0.17% | +396+9.4% | Added |
| Romano Brothers and Company | 4,625 | $275.5K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,648 | $276.9K | 0.02% | +8+0.2% | Added |
| Graham Capital Wealth Management, LLC | 4,685 | $279.0K | 0.66% | +4,685 | New |
| Aptus Capital Advisors, LLC | 4,708 | $280.4K | 0.01% | −15−0.3% | Reduced |
| Great Lakes Retirement, Inc. | 4,832 | $287.8K | 0.05% | −50−1.0% | Reduced |
| Keybank National Association | 4,883 | $290.8K | 0.00% | +896+22.5% | Added |
| Wealth Advisors of Iowa, LLC | 4,898 | $291.7K | 0.21% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,912 | $292.6K | 0.00% | −4,729−49.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,938 | $294.1K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 4,973 | $296.2K | 0.06% | +361+7.8% | Added |
| Vestcor Inc | 4,988 | $297.0K | 0.01% | −14,849−74.9% | Reduced |
| Tufton Capital Management | 5,000 | $297.8K | 0.06% | −1,223−19.7% | Reduced |
| Sage Capital Advisors,llc | 5,000 | $297.8K | 0.10% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,060 | $301.4K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,069 | $301.9K | 0.00% | +40+0.8% | Added |
| Blair William & Co | 5,223 | $311.1K | 0.00% | +228+4.6% | Added |