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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

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.

Institutional holdersQ2 2023: 660 institutions
Q1 2021: 507 institutionsQ2 2021: 526 institutionsQ3 2021: 513 institutionsQ4 2021: 575 institutionsQ1 2022: 617 institutionsQ2 2022: 665 institutionsQ3 2022: 667 institutionsQ4 2022: 716 institutionsQ1 2023: 693 institutionsQ2 2023: 660 institutionsQ3 2023: 667 institutionsQ4 2023: 728 institutionsQ1 2024: 772 institutionsQ2 2024: 758 institutionsQ3 2024: 800 institutionsQ4 2024: 876 institutionsQ1 2025: 915 institutionsQ2 2025: 923 institutionsQ3 2025: 934 institutionsQ4 2025: 952 institutionsQ1 2026: 926 institutionsQ2 2026: 954 institutions
Value heldQ2 2023: $10.3B
Q1 2021: $9.36BQ2 2021: $9.17BQ3 2021: $9.04BQ4 2021: $10.1BQ1 2022: $12.1BQ2 2022: $12.6BQ3 2022: $11.9BQ4 2022: $13.2BQ1 2023: $11.2BQ2 2023: $10.3BQ3 2023: $11.0BQ4 2023: $12.6BQ1 2024: $15.9BQ2 2024: $13.8BQ3 2024: $14.8BQ4 2024: $15.3BQ1 2025: $18.7BQ2 2025: $18.7BQ3 2025: $18.7BQ4 2025: $19.9BQ1 2026: $18.5BQ2 2026: $19.7B
Institutions holding WRB and their total value by quarter
QuarterHoldersValue
Q2 2026954$19.7B
Q1 2026926$18.5B
Q4 2025952$19.9B
Q3 2025934$18.7B
Q2 2025923$18.7B
Q1 2025915$18.7B
Q4 2024876$15.3B
Q3 2024800$14.8B
Q2 2024758$13.8B
Q1 2024772$15.9B
Q4 2023728$12.6B
Q3 2023667$11.0B
Q2 2023660$10.3B
Q1 2023693$11.2B
Q4 2022716$13.2B
Q3 2022667$11.9B
Q2 2022665$12.6B
Q1 2022617$12.1B
Q4 2021575$10.1B
Q3 2021513$9.04B
Q2 2021526$9.17B
Q1 2021507$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.

Institutions holding WRB in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
AM Squared Ltd1,000$59.6K0.07%−900−47.4%Reduced
Central Trust Co1,027$61.2K0.00%−1,630−61.3%Reduced
Mendota Financial Group, LLC1,040$61.9K0.07%+1,040New
West Paces Advisors Inc.1,090$64.9K0.02%00.0%Unchanged
Tradition Wealth Management, LLC1,093$65.0K0.01%+5+0.5%Added
Proequities, Inc.1,093$65.1K0.00%−274−20.0%Reduced
Caisse de Depot Et Placement du Quebec1,102$65.6K0.00%−380,097−99.7%Reduced
JFS Wealth Advisors, LLC1,224$72.9K0.01%−16−1.3%Reduced
Covestor Ltd1,260$75.0K0.06%+450+55.6%Added
Acadian Asset Management LLC1,310$77.0K0.00%00.0%Unchanged
Cambridge Trust Co1,300$77.4K0.00%00.0%Unchanged
Sentry Investment Management LLC1,342$80.0K0.03%00.0%Unchanged
Kapitalo Investimentos Ltda1,481$88.2K0.02%+1,481New
UniSuper Management Pty Ltd1,500$89.3K0.00%+1,500New
Quadrant Capital Group LLC1,625$96.8K0.01%+82+5.3%Added
Pinebridge Investments, L.P.1,625$96.8K0.00%+1,263+348.9%Added
GWM Advisors LLC1,686$100.4K0.00%+36+2.2%Added
Johnson Financial Group, Inc.1,765$105.1K0.01%+1,765New
Heritage Wealth Advisors1,909$113.7K0.01%00.0%Unchanged
Eagle Bay Advisors LLC1,983$118.1K0.07%−183−8.4%Reduced
Whittier Trust Co1,991$118.6K0.00%−22−1.1%Reduced
Bessemer Group Inc2,033$122.0K0.00%+1,473+263.0%Added
BI Asset Management Fondsmaeglerselskab A/S2,065$123.0K0.00%−2,976−59.0%Reduced
Counterpoint Mutual Funds LLC2,110$125.7K0.12%+2,110New
Federation des caisses Desjardins du Quebec2,208$131.5K0.00%−5,820−72.5%Reduced
Penserra Capital Management LLC2,306$135.0K0.00%+1,256+119.6%Added
Signaturefd, LLC2,326$138.5K0.00%+294+14.5%Added
Pittenger & Anderson Inc2,375$141.5K0.01%+2,235+1,596.4%Added
Cullen/Frost Bankers, Inc.2,377$141.6K0.00%−182−7.1%Reduced
Erste Asset Management GmbH2,400$141.9K0.00%00.0%Unchanged
Chilton Capital Management LLC2,445$145.6K0.01%00.0%Unchanged
Desjardins Global Asset Management Inc.2,490$148.2K0.02%+1,235+98.4%Added
Northwestern Mutual Wealth Management Co2,624$156.3K0.00%+160+6.5%Added
O'Dell Group, LLC2,700$160.8K0.05%+2,700New
Iron Horse Wealth Management, LLC2,744$163.4K0.08%00.0%Unchanged
IFP Advisors, Inc2,180$167.9K0.01%−124−5.4%Reduced
State of Wyoming2,850$169.7K0.05%−2,103−42.5%Reduced
Global Wealth Management Investment Advisory, Inc.2,887$171.9K0.05%+2,887New
Horizon Investments, LLC2,918$173.8K0.00%−617−17.5%Reduced
FinTrust Capital Advisors, LLC2,908$178.5K0.04%00.0%Unchanged
Ci Investments Inc.3,037$181.0K0.00%−5,814−65.7%Reduced
Vigilant Capital Management, LLC3,107$185.0K0.01%+1,350+76.8%Added
St. Johns Investment Management Company, LLC3,125$186.1K0.10%+2,000+177.8%Added
Private Wealth Advisors3,381$201.4K0.08%+6+0.2%Added
Column Capital Advisors, LLC3,415$203.4K0.03%+223+7.0%Added
Cassaday & Co Wealth Management LLC3,415$203.4K0.01%00.0%Unchanged
Wedmont Private Capital3,525$207.7K0.02%+207+6.2%Added
Osterweis Capital Management Inc3,527$210.1K0.01%00.0%Unchanged
Checchi Capital Advisers, LLC3,545$211.1K0.02%−165−4.4%Reduced
Moneta Group Investment Advisors LLC3,559$212.0K0.00%+3,559New
Gyroscope Capital Management Group, LLC3,600$214.4K0.05%+3,600New
CWA Asset Management Group, LLC3,618$215.5K0.01%+3,618New
Clarius Group, LLC3,670$218.6K0.02%+3,670New
Brown Advisory Inc3,729$222.1K0.00%−911−19.6%Reduced
Level Four Advisory Services, LLC3,759$223.9K0.01%−100−2.6%Reduced
Epoch Investment Partners, Inc.3,822$227.6K0.00%00.0%Unchanged
Vident Investment Advisory, LLC3,822$227.9K0.01%−8,530−69.1%Reduced
Graham Capital Management, L.P.3,851$229.4K0.01%−302,056−98.7%Reduced
Quantinno Capital Management LP3,872$231.0K0.01%−230−5.6%Reduced
Fifth Third Bancorp3,896$232.0K0.00%−272−6.5%Reduced
American Trust3,902$232.4K0.02%−427−9.9%Reduced
Prospera Financial Services Inc3,921$233.9K0.01%+145+3.8%Added
IHT Wealth Management, LLC3,941$234.7K0.01%+3,941New
Coldstream Capital Management Inc3,941$234.8K0.01%−366−8.5%Reduced
Axxcess Wealth Management, LLC3,949$235.2K0.02%−3,700−48.4%Reduced
O'Shaughnessy Asset Management, LLC3,956$235.6K0.00%−2,981−43.0%Reduced
Echo Street Capital Management LLC3,996$238.0K0.00%−9,689−70.8%Reduced
Avestar Capital, LLC4,015$239.1K0.04%+4,015New
Clear Harbor Asset Management, LLC4,032$240.1K0.02%+4,032New
Gotham Asset Management, LLC4,039$240.6K0.01%−3,121−43.6%Reduced
Silvercrest Asset Management Group LLC4,085$243.3K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC4,123$245.6K0.03%+4,123New
Carmel Capital Partners, LLC4,125$245.7K0.13%−1,200−22.5%Reduced
Seven Eight Capital, LP4,127$245.8K0.04%−692−14.4%Reduced
Coastline Trust Co4,263$253.9K0.04%−2,472−36.7%Reduced
M&R Capital Management Inc4,276$254.7K0.07%00.0%Unchanged
Tokio Marine Asset Management Co Ltd4,336$258.3K0.02%+153+3.7%Added
Simplex Trading, LLC4,440$264.0K0.01%+4,440New
Eagle Ridge Investment Management4,483$267.0K0.03%00.0%Unchanged
Schechter Investment Advisors, LLC4,487$267.2K0.02%−147−3.2%Reduced
Banque Cantonale Vaudoise4,506$268.0K0.01%−5,000−52.6%Reduced
Diligent Investors, LLC4,500$268.0K0.08%00.0%Unchanged
Somerset Trust Co4,509$268.6K0.12%−22−0.5%Reduced
Baron Wealth Management LLC4,605$274.3K0.17%+396+9.4%Added
Romano Brothers and Company4,625$275.5K0.04%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,648$276.9K0.02%+8+0.2%Added
Graham Capital Wealth Management, LLC4,685$279.0K0.66%+4,685New
Aptus Capital Advisors, LLC4,708$280.4K0.01%−15−0.3%Reduced
Great Lakes Retirement, Inc.4,832$287.8K0.05%−50−1.0%Reduced
Keybank National Association4,883$290.8K0.00%+896+22.5%Added
Wealth Advisors of Iowa, LLC4,898$291.7K0.21%00.0%Unchanged
Baird Financial Group, Inc.4,912$292.6K0.00%−4,729−49.1%Reduced
B. Metzler seel. Sohn & Co. AG4,938$294.1K0.00%00.0%Unchanged
Fiduciary Alliance LLC4,973$296.2K0.06%+361+7.8%Added
Vestcor Inc4,988$297.0K0.01%−14,849−74.9%Reduced
Tufton Capital Management5,000$297.8K0.06%−1,223−19.7%Reduced
Sage Capital Advisors,llc5,000$297.8K0.10%00.0%Unchanged
Bard Financial Services, Inc.5,060$301.4K0.02%00.0%Unchanged
Alps Advisors Inc5,069$301.9K0.00%+40+0.8%Added
Blair William & Co5,223$311.1K0.00%+228+4.6%Added