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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 8,033 | $478.4K | 0.04% | −38,434−82.7% | Reduced |
| Umb Bank N A | 7,983 | $475.5K | 0.01% | +205+2.6% | Added |
| Gsa Capital Partners LLP | 7,847 | $467.0K | 0.05% | +1,724+28.2% | Added |
| Aviva PLC | 7,805 | $464.9K | 0.00% | −125,992−94.2% | Reduced |
| Cresset Asset Management, LLC | 7,727 | $460.2K | 0.00% | +7,727 | New |
| Intercontinental Wealth Advisors, LLC | 7,638 | $454.9K | 0.11% | +272+3.7% | Added |
| Veritable, L.P. | 7,603 | $452.8K | 0.01% | −388−4.9% | Reduced |
| Ancora Advisors, LLC | 7,564 | $450.5K | 0.01% | −1,390−15.5% | Reduced |
| SRB Corp | 7,536 | $448.8K | 0.03% | +2,073+37.9% | Added |
| Kornitzer Capital Management Inc | 7,520 | $447.9K | 0.01% | +7,520 | New |
| NCM Capital Management, LLC | 7,506 | $447.1K | 0.31% | +10.0% | Added |
| Veriti Management LLC | 7,470 | $444.9K | 0.05% | +1,244+20.0% | Added |
| Symmetry Partners, LLC | 7,455 | $444.0K | 0.02% | −5,188−41.0% | Reduced |
| Gratus Capital LLC | 7,421 | $442.0K | 0.03% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 7,271 | $433.1K | 0.10% | +536+8.0% | Added |
| Commerce Bank | 7,247 | $431.6K | 0.00% | −55−0.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,208 | $429.0K | 0.03% | −40−0.6% | Reduced |
| Empower Advisory Group, LLC | 7,158 | $426.3K | 0.00% | −6−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,023 | $418.1K | 0.01% | −83,808−92.3% | Reduced |
| Private Advisor Group, LLC | 7,002 | $417.0K | 0.00% | −48−0.7% | Reduced |
| La Banque Postale Asset Management SA | 6,984 | $416.0K | 0.01% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 6,925 | $412.4K | 0.01% | 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 |
| Gifford Fong Associates | 6,750 | $402.0K | 0.09% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,692 | $398.0K | 0.00% | −13−0.2% | Reduced |
| Empire Financial Management Company, LLC | 6,590 | $392.5K | 0.16% | +6,590 | New |
| AdvisorNet Financial, Inc | 6,549 | $390.0K | 0.03% | +11+0.2% | Added |
| Walleye Capital LLC | 6,517 | $388.2K | 0.01% | −46,580−87.7% | Reduced |
| Versor Investments LP | 6,516 | $388.1K | 0.07% | −7,484−53.5% | Reduced |
| AE Wealth Management LLC | 6,466 | $385.1K | 0.00% | +646+11.1% | Added |
| Davenport & Co LLC | 6,449 | $384.1K | 0.00% | +339+5.5% | Added |
| Cobblestone Capital Advisors LLC | 6,414 | $382.0K | 0.03% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 6,376 | $379.8K | 0.50% | +1,769+38.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,335 | $377.3K | 0.01% | −67−1.0% | Reduced |
| TrinityPoint Wealth, LLC | 6,286 | $374.4K | 0.07% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 6,209 | $369.8K | 0.21% | +6,209 | New |
| Fort Washington Investment Advisors Inc | 6,150 | $366.3K | 0.00% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,106 | $363.7K | 0.03% | +725+13.5% | Added |
| Forum Financial Management, LP | 6,069 | $361.5K | 0.01% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 6,066 | $361.0K | 0.23% | −450−6.9% | Reduced |
| Lincoln National Corp | 6,028 | $359.0K | 0.01% | +140+2.4% | Added |
| Hilltop Holdings Inc. | 5,959 | $354.9K | 0.04% | +5,959 | New |
| Snowden Capital Advisors LLC | 5,928 | $353.1K | 0.01% | +29+0.5% | Added |
| Matrix Private Capital Group LLC | 5,924 | $352.8K | 0.26% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,898 | $351.3K | 0.00% | −896−13.2% | Reduced |
| Pathstone Family Office, LLC | 5,826 | $347.0K | 0.00% | +1,575+37.1% | Added |
| Resources Investment Advisors, LLC. | 5,798 | $345.3K | 0.01% | +316+5.8% | Added |
| Hamilton Capital Partners Inc. | 5,774 | $343.9K | 0.12% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 5,634 | $335.6K | 0.00% | −179−3.1% | Reduced |
| CoreCap Advisors, LLC | 5,618 | $334.6K | 0.02% | +5,618 | New |
| Argent Trust Co | 5,591 | $333.0K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 5,311 | $330.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5,537 | $329.8K | 0.04% | −20.0% | Reduced |
| Wealth Alliance | 5,515 | $328.5K | 0.05% | +1,344+32.2% | Added |
| EverSource Wealth Advisors, LLC | 5,503 | $327.8K | 0.04% | −339−5.8% | Reduced |
| Quantamental Technologies LLC | 5,391 | $321.1K | 0.13% | −3,588−40.0% | Reduced |
| Ritholtz Wealth Management | 5,388 | $320.9K | 0.01% | −2,454−31.3% | Reduced |
| Argus Investors' Counsel, Inc. | 5,384 | $320.7K | 0.22% | +10.0% | Added |
| Federated Hermes, Inc. | 5,240 | $312.1K | 0.00% | −360,345−98.6% | Reduced |
| Blair William & Co | 5,223 | $311.1K | 0.00% | +228+4.6% | Added |
| Alps Advisors Inc | 5,069 | $301.9K | 0.00% | +40+0.8% | Added |
| Bard Financial Services, Inc. | 5,060 | $301.4K | 0.02% | 00.0% | Unchanged |
| 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 |
| Vestcor Inc | 4,988 | $297.0K | 0.01% | −14,849−74.9% | Reduced |
| Fiduciary Alliance LLC | 4,973 | $296.2K | 0.06% | +361+7.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,938 | $294.1K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,912 | $292.6K | 0.00% | −4,729−49.1% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,898 | $291.7K | 0.21% | 00.0% | Unchanged |
| Keybank National Association | 4,883 | $290.8K | 0.00% | +896+22.5% | Added |
| Great Lakes Retirement, Inc. | 4,832 | $287.8K | 0.05% | −50−1.0% | Reduced |
| Aptus Capital Advisors, LLC | 4,708 | $280.4K | 0.01% | −15−0.3% | Reduced |
| Graham Capital Wealth Management, LLC | 4,685 | $279.0K | 0.66% | +4,685 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,648 | $276.9K | 0.02% | +8+0.2% | Added |
| Romano Brothers and Company | 4,625 | $275.5K | 0.04% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,605 | $274.3K | 0.17% | +396+9.4% | Added |
| Somerset Trust Co | 4,509 | $268.6K | 0.12% | −22−0.5% | Reduced |
| Diligent Investors, LLC | 4,500 | $268.0K | 0.08% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,506 | $268.0K | 0.01% | −5,000−52.6% | Reduced |
| Schechter Investment Advisors, LLC | 4,487 | $267.2K | 0.02% | −147−3.2% | Reduced |
| Eagle Ridge Investment Management | 4,483 | $267.0K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,440 | $264.0K | 0.01% | +4,440 | New |
| Tokio Marine Asset Management Co Ltd | 4,336 | $258.3K | 0.02% | +153+3.7% | Added |
| M&R Capital Management Inc | 4,276 | $254.7K | 0.07% | 00.0% | Unchanged |
| Coastline Trust Co | 4,263 | $253.9K | 0.04% | −2,472−36.7% | Reduced |
| Seven Eight Capital, LP | 4,127 | $245.8K | 0.04% | −692−14.4% | Reduced |
| Carmel Capital Partners, LLC | 4,125 | $245.7K | 0.13% | −1,200−22.5% | Reduced |
| SYSTM Wealth Solutions LLC | 4,123 | $245.6K | 0.03% | +4,123 | New |
| Silvercrest Asset Management Group LLC | 4,085 | $243.3K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,039 | $240.6K | 0.01% | −3,121−43.6% | Reduced |
| Clear Harbor Asset Management, LLC | 4,032 | $240.1K | 0.02% | +4,032 | New |
| Avestar Capital, LLC | 4,015 | $239.1K | 0.04% | +4,015 | New |
| Echo Street Capital Management LLC | 3,996 | $238.0K | 0.00% | −9,689−70.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,956 | $235.6K | 0.00% | −2,981−43.0% | Reduced |
| Axxcess Wealth Management, LLC | 3,949 | $235.2K | 0.02% | −3,700−48.4% | Reduced |
| Coldstream Capital Management Inc | 3,941 | $234.8K | 0.01% | −366−8.5% | Reduced |
| IHT Wealth Management, LLC | 3,941 | $234.7K | 0.01% | +3,941 | New |
| Prospera Financial Services Inc | 3,921 | $233.9K | 0.01% | +145+3.8% | Added |
| American Trust | 3,902 | $232.4K | 0.02% | −427−9.9% | Reduced |