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 |
|---|---|---|---|---|---|
| Empirical Asset Management, LLC | 12,064 | $718.6K | 0.64% | +12,064 | New |
| Virtus ETF Advisers LLC | 12,205 | $726.9K | 0.43% | −414−3.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,335 | $734.7K | 0.09% | +69+0.6% | Added |
| Louisiana State Employees Retirement System | 12,400 | $738.5K | 0.02% | −800−6.1% | Reduced |
| iA Global Asset Management Inc. | 12,436 | $741.0K | 0.02% | +12,436 | New |
| Integrated Wealth Concepts LLC | 12,469 | $742.7K | 0.01% | +12,469 | New |
| Pacer Advisors, Inc. | 12,593 | $750.0K | 0.00% | −129−1.0% | Reduced |
| Stegent Equity Advisors, Inc. | 12,722 | $757.7K | 0.85% | −98−0.8% | Reduced |
| Forsta Ap-Fonden | 12,900 | $768.3K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 13,046 | $777.0K | 0.12% | −2,054−13.6% | Reduced |
| Scotia Capital Inc. | 13,084 | $779.3K | 0.01% | +2,047+18.5% | Added |
| Nordea Investment Management AB | 13,225 | $782.4K | 0.00% | +786+6.3% | Added |
| Steward Partners Investment Advisory, LLC | 13,214 | $787.0K | 0.01% | +2,562+24.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 13,245 | $788.9K | 0.48% | +159+1.2% | Added |
| Almanack Investment Partners, LLC. | 13,251 | $789.2K | 0.14% | +13,251 | New |
| Resonant Capital Advisors, LLC | 13,728 | $817.6K | 0.09% | +2,588+23.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,122 | $841.0K | 0.00% | −950−6.3% | Reduced |
| Waverton Investment Management Ltd | 14,350 | $854.2K | 0.02% | −1,377−8.8% | Reduced |
| Advisor OS, LLC | 14,390 | $857.1K | 0.14% | +362+2.6% | Added |
| Tower Research Capital LLC (TRC) | 14,469 | $861.8K | 0.03% | +1,067+8.0% | Added |
| Trust Co of Vermont | 14,508 | $864.1K | 0.06% | 00.0% | Unchanged |
| Hartford Investment Management Co | 14,676 | $874.1K | 0.03% | −2,673−15.4% | Reduced |
| D.A. Davidson & Co. | 14,938 | $889.8K | 0.01% | 00.0% | Unchanged |
| Railway Pension Investments Ltd | 15,300 | $911.3K | 0.01% | −65,377−81.0% | Reduced |
| Toroso Investments, LLC | 15,679 | $934.0K | 0.03% | −1,489−8.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,688 | $934.0K | 0.06% | +994+6.8% | Added |
| Hantz Financial Services, Inc. | 15,889 | $946.0K | 0.02% | +1,637+11.5% | Added |
| Dark Forest Capital Management LP | 15,906 | $947.4K | 0.10% | +11,577+267.4% | Added |
| PEAK6 Investments LLC | 15,921 | $948.3K | 0.08% | +12,549+372.2% | Added |
| Norinchukin Bank, The | 16,116 | $959.9K | 0.02% | +5,645+53.9% | Added |
| Kentucky Retirement Systems | 16,145 | $962.0K | 0.03% | +39+0.2% | Added |
| Maryland State Retirement & Pension System | 16,234 | $966.9K | 0.02% | +274+1.7% | Added |
| Grace & White Inc | 16,580 | $987.5K | 0.18% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 16,672 | $993.0K | 0.01% | −31,300−65.2% | Reduced |
| Sawtooth Solutions, LLC | 16,710 | $995.3K | 0.03% | +225+1.4% | Added |
| Securian Asset Management, Inc | 16,722 | $996.0K | 0.03% | −383−2.2% | Reduced |
| Personal Cfo Solutions, LLC | 16,773 | $999.0K | 0.20% | −2,788−14.3% | Reduced |
| Banque Pictet & Cie SA | 16,833 | $1.00M | 0.01% | −7,870−31.9% | Reduced |
| Elgethun Capital Management | 16,898 | $1.01M | 0.30% | 00.0% | Unchanged |
| DF Dent & Co Inc | 16,998 | $1.01M | 0.01% | −40.0% | Reduced |
| Bleakley Financial Group, LLC | 17,094 | $1.02M | 0.03% | +777+4.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,263 | $1.03M | 0.02% | +72+0.4% | Added |
| Elo Mutual Pension Insurance Co | 17,344 | $1.03M | 0.03% | +307+1.8% | Added |
| Twin Capital Management Inc | 17,541 | $1.04M | 0.14% | −379−2.1% | Reduced |
| Insight Inv LLC | 17,800 | $1.06M | 1.09% | +550+3.2% | Added |
| Fox Run Management, L.L.C. | 18,379 | $1.09M | 0.31% | +11,282+159.0% | Added |
| Ergoteles LLC | 18,391 | $1.10M | 0.05% | +18,391 | New |
| M&T Bank Corp | 18,500 | $1.10M | 0.00% | +1,008+5.8% | Added |
| Eagle Asset Management Inc | 18,603 | $1.11M | 0.01% | +18,603 | New |
| British Columbia Investment Management Corp | 18,909 | $1.13M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 18,995 | $1.13M | 0.03% | −2,140−10.1% | Reduced |
| Nilsine Partners, LLC | 19,269 | $1.15M | 0.17% | −80.0% | Reduced |
| CIBC World Markets Inc. | 19,344 | $1.15M | 0.00% | −349−1.8% | Reduced |
| FDx Advisors, Inc. | 19,437 | $1.16M | 0.06% | −3,756−16.2% | Reduced |
| Crossmark Global Holdings, Inc. | 18,629 | $1.16M | 0.03% | +298+1.6% | Added |
| Engineers Gate Manager LP | 19,598 | $1.17M | 0.04% | −91,396−82.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 19,742 | $1.18M | 0.03% | −1,951−9.0% | Reduced |
| Pensionfund Sabic | 20,000 | $1.19M | 0.40% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 20,028 | $1.19M | 0.08% | +20,028 | New |
| Applied Capital LLC | 20,121 | $1.20M | 1.14% | +129+0.6% | Added |
| Citizens National Bank Trust Department | 20,720 | $1.23M | 0.33% | +710+3.5% | Added |
| Delphi Management Inc | 21,200 | $1.26M | 1.33% | +21,200 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 21,210 | $1.26M | 0.00% | −24,583−53.7% | Reduced |
| Gulf International Bank (UK) Ltd | 21,261 | $1.27M | 0.03% | −6,663−23.9% | Reduced |
| Ossiam | 21,400 | $1.27M | 0.02% | +5,898+38.0% | Added |
| Swiss Life Asset Management Ltd | 21,472 | $1.28M | 0.02% | 00.0% | Unchanged |
| Stevens Capital Management LP | 21,511 | $1.28M | 0.26% | +16,608+338.7% | Added |
| Leavell Investment Management, Inc. | 21,593 | $1.29M | 0.09% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 21,927 | $1.31M | 0.18% | +70.0% | Added |
| Nissay Asset Management Corp | 22,163 | $1.32M | 0.01% | −772−3.4% | Reduced |
| Illinois Municipal Retirement Fund | 22,733 | $1.35M | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 23,044 | $1.37M | 0.12% | +21+0.1% | Added |
| CWM Advisors, LLC | 23,161 | $1.38M | 0.17% | +17,149+285.2% | Added |
| MML Investors Services, LLC | 23,311 | $1.39M | 0.01% | +23,311 | New |
| Jump Financial, LLC | 23,522 | $1.40M | 0.05% | −67,421−74.1% | Reduced |
| Czech National Bank | 23,771 | $1.42M | 0.03% | −212−0.9% | Reduced |
| First Republic Investment Management, Inc. | 24,326 | $1.45M | 0.01% | −26,317−52.0% | Reduced |
| Neuberger Berman Group LLC | 24,953 | $1.49M | 0.00% | −7,883−24.0% | Reduced |
| Aurora Investment Counsel | 25,629 | $1.53M | 0.98% | −289−1.1% | Reduced |
| Raymond James Trust N.A. | 26,022 | $1.55M | 0.04% | +1,712+7.0% | Added |
| CIBC Private Wealth Group, LLC | 26,271 | $1.56M | 0.00% | +574+2.2% | Added |
| Dean Investment Associates, LLC | 26,743 | $1.59M | 0.26% | −725−2.6% | Reduced |
| Xponance, Inc. | 27,017 | $1.61M | 0.02% | +371+1.4% | Added |
| LRT Capital Management, LLC | 27,337 | $1.62M | 1.19% | +7,399+37.1% | Added |
| Scholtz & Company, LLC | 27,600 | $1.64M | 1.03% | −33,720−55.0% | Reduced |
| Agate Pass Investment Management, LLC | 27,731 | $1.65M | 1.00% | +678+2.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 28,172 | $1.68M | 0.04% | +28,172 | New |
| New York Life Investment Management LLC | 28,548 | $1.70M | 0.02% | −401−1.4% | Reduced |
| Guggenheim Capital LLC | 28,635 | $1.71M | 0.01% | +6,883+31.6% | Added |
| Caldwell Trust Co | 28,774 | $1.71M | 0.22% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 28,895 | $1.72M | 0.02% | −261−0.9% | Reduced |
| Franklin Resources Inc | 28,996 | $1.73M | 0.00% | −12,881−30.8% | Reduced |
| Macquarie Group Ltd | 29,327 | $1.75M | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 29,614 | $1.76M | 0.01% | −359−1.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 30,786 | $1.83M | 0.24% | +35+0.1% | Added |
| Aquatic Capital Management LLC | 31,000 | $1.85M | 0.10% | +19,400+167.2% | Added |
| Rockefeller Capital Management L.P. | 31,177 | $1.86M | 0.01% | +2,061+7.1% | Added |
| Alamar Capital Management, LLC | 31,515 | $1.88M | 1.38% | +31,515 | New |
| Mirae Asset Global Investments Co., Ltd. | 31,811 | $1.89M | 0.00% | −6,085−16.1% | Reduced |
| SG Americas Securities, LLC | 31,848 | $1.90M | 0.02% | +5,526+21.0% | Added |