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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 5,240 | $312.1K | 0.00% | −360,345−98.6% | Reduced |
| Argus Investors' Counsel, Inc. | 5,384 | $320.7K | 0.22% | +10.0% | Added |
| Ritholtz Wealth Management | 5,388 | $320.9K | 0.01% | −2,454−31.3% | Reduced |
| Quantamental Technologies LLC | 5,391 | $321.1K | 0.13% | −3,588−40.0% | Reduced |
| EverSource Wealth Advisors, LLC | 5,503 | $327.8K | 0.04% | −339−5.8% | Reduced |
| Wealth Alliance | 5,515 | $328.5K | 0.05% | +1,344+32.2% | Added |
| Private Trust Co NA | 5,537 | $329.8K | 0.04% | −20.0% | Reduced |
| Glenmede Trust Co NA | 5,311 | $330.7K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 5,591 | $333.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,618 | $334.6K | 0.02% | +5,618 | New |
| Wealthfront Advisers LLC | 5,634 | $335.6K | 0.00% | −179−3.1% | Reduced |
| Hamilton Capital Partners Inc. | 5,774 | $343.9K | 0.12% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,798 | $345.3K | 0.01% | +316+5.8% | Added |
| Pathstone Family Office, LLC | 5,826 | $347.0K | 0.00% | +1,575+37.1% | Added |
| Kestra Advisory Services, LLC | 5,898 | $351.3K | 0.00% | −896−13.2% | Reduced |
| Matrix Private Capital Group LLC | 5,924 | $352.8K | 0.26% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 5,928 | $353.1K | 0.01% | +29+0.5% | Added |
| Hilltop Holdings Inc. | 5,959 | $354.9K | 0.04% | +5,959 | New |
| Lincoln National Corp | 6,028 | $359.0K | 0.01% | +140+2.4% | Added |
| Citadel Investment Advisory, Inc. | 6,066 | $361.0K | 0.23% | −450−6.9% | Reduced |
| Forum Financial Management, LP | 6,069 | $361.5K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,106 | $363.7K | 0.03% | +725+13.5% | Added |
| Fort Washington Investment Advisors Inc | 6,150 | $366.3K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 6,209 | $369.8K | 0.21% | +6,209 | New |
| TrinityPoint Wealth, LLC | 6,286 | $374.4K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,335 | $377.3K | 0.01% | −67−1.0% | Reduced |
| Eagle Harbor Asset Management Inc | 6,376 | $379.8K | 0.50% | +1,769+38.4% | Added |
| Cobblestone Capital Advisors LLC | 6,414 | $382.0K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,449 | $384.1K | 0.00% | +339+5.5% | Added |
| AE Wealth Management LLC | 6,466 | $385.1K | 0.00% | +646+11.1% | Added |
| Versor Investments LP | 6,516 | $388.1K | 0.07% | −7,484−53.5% | Reduced |
| Walleye Capital LLC | 6,517 | $388.2K | 0.01% | −46,580−87.7% | Reduced |
| AdvisorNet Financial, Inc | 6,549 | $390.0K | 0.03% | +11+0.2% | Added |
| Empire Financial Management Company, LLC | 6,590 | $392.5K | 0.16% | +6,590 | New |
| Lazard Asset Management LLC | 6,692 | $398.0K | 0.00% | −13−0.2% | Reduced |
| Gifford Fong Associates | 6,750 | $402.0K | 0.09% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 6,860 | $408.6K | 0.00% | −113−1.6% | Reduced |
| Orion Portfolio Solutions, LLC | 6,860 | $408.6K | 0.00% | −113−1.6% | Reduced |
| Bradley Foster & Sargent Inc | 6,925 | $412.4K | 0.01% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 6,984 | $416.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 7,002 | $417.0K | 0.00% | −48−0.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,023 | $418.1K | 0.01% | −83,808−92.3% | Reduced |
| Empower Advisory Group, LLC | 7,158 | $426.3K | 0.00% | −6−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,208 | $429.0K | 0.03% | −40−0.6% | Reduced |
| Commerce Bank | 7,247 | $431.6K | 0.00% | −55−0.8% | Reduced |
| Strategy Asset Managers LLC | 7,271 | $433.1K | 0.10% | +536+8.0% | Added |
| Gratus Capital LLC | 7,421 | $442.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 7,455 | $444.0K | 0.02% | −5,188−41.0% | Reduced |
| Veriti Management LLC | 7,470 | $444.9K | 0.05% | +1,244+20.0% | Added |
| NCM Capital Management, LLC | 7,506 | $447.1K | 0.31% | +10.0% | Added |
| Kornitzer Capital Management Inc | 7,520 | $447.9K | 0.01% | +7,520 | New |
| SRB Corp | 7,536 | $448.8K | 0.03% | +2,073+37.9% | Added |
| Ancora Advisors, LLC | 7,564 | $450.5K | 0.01% | −1,390−15.5% | Reduced |
| Veritable, L.P. | 7,603 | $452.8K | 0.01% | −388−4.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 7,638 | $454.9K | 0.11% | +272+3.7% | Added |
| Cresset Asset Management, LLC | 7,727 | $460.2K | 0.00% | +7,727 | New |
| Aviva PLC | 7,805 | $464.9K | 0.00% | −125,992−94.2% | Reduced |
| Gsa Capital Partners LLP | 7,847 | $467.0K | 0.05% | +1,724+28.2% | Added |
| Umb Bank N A | 7,983 | $475.5K | 0.01% | +205+2.6% | Added |
| Winton Group Ltd | 8,033 | $478.4K | 0.04% | −38,434−82.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,193 | $488.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 8,269 | $492.5K | 0.02% | −3,235−28.1% | Reduced |
| XTX Topco Ltd | 8,270 | $492.6K | 0.09% | +2,703+48.6% | Added |
| First Hawaiian Bank | 8,332 | $496.3K | 0.02% | +8,332 | New |
| Cadent Capital Advisors, LLC | 8,608 | $512.7K | 0.32% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 8,612 | $512.9K | 0.02% | −968−10.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 8,662 | $515.9K | 0.22% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,750 | $521.1K | 0.03% | −360−4.0% | Reduced |
| National Asset Management, Inc. | 8,793 | $523.7K | 0.01% | −2,857−24.5% | Reduced |
| Compass Wealth Management LLC | 8,889 | $529.4K | 0.16% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 8,893 | $529.7K | 0.30% | −4,563−33.9% | Reduced |
| Metis Global Partners, LLC | 8,950 | $533.1K | 0.03% | +646+7.8% | Added |
| Bellevue Asset Management, LLC | 9,000 | $536.0K | 0.34% | 00.0% | Unchanged |
| Washington Capital Management Inc | 9,000 | $536.0K | 0.46% | +3,400+60.7% | Added |
| Ballentine Partners, LLC | 9,006 | $536.4K | 0.01% | +4,065+82.3% | Added |
| US Bancorp | 9,150 | $545.0K | 0.00% | −296−3.1% | Reduced |
| Ethic Inc. | 9,153 | $545.2K | 0.02% | −896−8.9% | Reduced |
| Everence Capital Management Inc | 9,825 | $547.0K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 9,224 | $549.4K | 0.01% | −306−3.2% | Reduced |
| Premier Fund Managers Ltd | 9,300 | $550.0K | 0.02% | −1,700−15.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 9,337 | $556.1K | 0.01% | −400−4.1% | Reduced |
| ExodusPoint Capital Management, LP | 9,501 | $566.0K | 0.01% | −256,260−96.4% | Reduced |
| TownSquare Capital, LLC | 9,658 | $575.2K | 0.01% | +1,189+14.0% | Added |
| Swedbank AB | 9,844 | $586.3K | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 9,850 | $587.0K | 0.03% | +400+4.2% | Added |
| Shay Capital LLC | 10,000 | $595.6K | 0.21% | +10,000 | New |
| Wealth Quarterback LLC | 10,188 | $606.8K | 0.42% | −274−2.6% | Reduced |
| LVW Advisors, LLC | 10,400 | $619.4K | 0.13% | −95−0.9% | Reduced |
| SRN Advisors, LLC | 10,449 | $622.3K | 0.55% | −316−2.9% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 10,545 | $628.1K | 0.73% | −1,119−9.6% | Reduced |
| Parsons Capital Management Inc | 10,641 | $633.8K | 0.05% | +2,535+31.3% | Added |
| ING Groep NV | 10,684 | $636.3K | 0.00% | −5,930−35.7% | Reduced |
| YHB Investment Advisors, Inc. | 10,793 | $642.8K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,424 | $680.4K | 0.02% | +395+3.6% | Added |
| HM Payson & Co | 11,494 | $684.6K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 11,646 | $693.6K | 0.08% | +7,858+207.4% | Added |
| Fairfield, Bush & Co. | 11,765 | $700.7K | 0.19% | +2,175+22.7% | Added |
| Cetera Advisor Networks LLC | 11,809 | $703.3K | 0.00% | −4,812−29.0% | Reduced |
| Connectus Wealth, LLC | 11,826 | $704.5K | 0.02% | +11+0.1% | Added |
| Cetera Investment Advisers | 11,900 | $708.8K | 0.01% | +3,705+45.2% | Added |