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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 3,896 | $232.0K | 0.00% | −272−6.5% | Reduced |
| Quantinno Capital Management LP | 3,872 | $231.0K | 0.01% | −230−5.6% | Reduced |
| Graham Capital Management, L.P. | 3,851 | $229.4K | 0.01% | −302,056−98.7% | Reduced |
| Vident Investment Advisory, LLC | 3,822 | $227.9K | 0.01% | −8,530−69.1% | Reduced |
| Epoch Investment Partners, Inc. | 3,822 | $227.6K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,759 | $223.9K | 0.01% | −100−2.6% | Reduced |
| Brown Advisory Inc | 3,729 | $222.1K | 0.00% | −911−19.6% | Reduced |
| Clarius Group, LLC | 3,670 | $218.6K | 0.02% | +3,670 | New |
| CWA Asset Management Group, LLC | 3,618 | $215.5K | 0.01% | +3,618 | New |
| Gyroscope Capital Management Group, LLC | 3,600 | $214.4K | 0.05% | +3,600 | New |
| Moneta Group Investment Advisors LLC | 3,559 | $212.0K | 0.00% | +3,559 | New |
| Checchi Capital Advisers, LLC | 3,545 | $211.1K | 0.02% | −165−4.4% | Reduced |
| Osterweis Capital Management Inc | 3,527 | $210.1K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,525 | $207.7K | 0.02% | +207+6.2% | Added |
| Cassaday & Co Wealth Management LLC | 3,415 | $203.4K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 3,415 | $203.4K | 0.03% | +223+7.0% | Added |
| Private Wealth Advisors | 3,381 | $201.4K | 0.08% | +6+0.2% | Added |
| St. Johns Investment Management Company, LLC | 3,125 | $186.1K | 0.10% | +2,000+177.8% | Added |
| Vigilant Capital Management, LLC | 3,107 | $185.0K | 0.01% | +1,350+76.8% | Added |
| Ci Investments Inc. | 3,037 | $181.0K | 0.00% | −5,814−65.7% | Reduced |
| FinTrust Capital Advisors, LLC | 2,908 | $178.5K | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,918 | $173.8K | 0.00% | −617−17.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 2,887 | $171.9K | 0.05% | +2,887 | New |
| State of Wyoming | 2,850 | $169.7K | 0.05% | −2,103−42.5% | Reduced |
| IFP Advisors, Inc | 2,180 | $167.9K | 0.01% | −124−5.4% | Reduced |
| Iron Horse Wealth Management, LLC | 2,744 | $163.4K | 0.08% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,700 | $160.8K | 0.05% | +2,700 | New |
| Northwestern Mutual Wealth Management Co | 2,624 | $156.3K | 0.00% | +160+6.5% | Added |
| Desjardins Global Asset Management Inc. | 2,490 | $148.2K | 0.02% | +1,235+98.4% | Added |
| Chilton Capital Management LLC | 2,445 | $145.6K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 2,400 | $141.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,377 | $141.6K | 0.00% | −182−7.1% | Reduced |
| Pittenger & Anderson Inc | 2,375 | $141.5K | 0.01% | +2,235+1,596.4% | Added |
| Signaturefd, LLC | 2,326 | $138.5K | 0.00% | +294+14.5% | Added |
| Penserra Capital Management LLC | 2,306 | $135.0K | 0.00% | +1,256+119.6% | Added |
| Federation des caisses Desjardins du Quebec | 2,208 | $131.5K | 0.00% | −5,820−72.5% | Reduced |
| Counterpoint Mutual Funds LLC | 2,110 | $125.7K | 0.12% | +2,110 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,065 | $123.0K | 0.00% | −2,976−59.0% | Reduced |
| Bessemer Group Inc | 2,033 | $122.0K | 0.00% | +1,473+263.0% | Added |
| Whittier Trust Co | 1,991 | $118.6K | 0.00% | −22−1.1% | Reduced |
| Eagle Bay Advisors LLC | 1,983 | $118.1K | 0.07% | −183−8.4% | Reduced |
| Heritage Wealth Advisors | 1,909 | $113.7K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,765 | $105.1K | 0.01% | +1,765 | New |
| GWM Advisors LLC | 1,686 | $100.4K | 0.00% | +36+2.2% | Added |
| 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 |
| UniSuper Management Pty Ltd | 1,500 | $89.3K | 0.00% | +1,500 | New |
| Kapitalo Investimentos Ltda | 1,481 | $88.2K | 0.02% | +1,481 | New |
| Sentry Investment Management LLC | 1,342 | $80.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,300 | $77.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,310 | $77.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,260 | $75.0K | 0.06% | +450+55.6% | Added |
| JFS Wealth Advisors, LLC | 1,224 | $72.9K | 0.01% | −16−1.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,102 | $65.6K | 0.00% | −380,097−99.7% | Reduced |
| Proequities, Inc. | 1,093 | $65.1K | 0.00% | −274−20.0% | Reduced |
| Tradition Wealth Management, LLC | 1,093 | $65.0K | 0.01% | +5+0.5% | Added |
| West Paces Advisors Inc. | 1,090 | $64.9K | 0.02% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,040 | $61.9K | 0.07% | +1,040 | New |
| Central Trust Co | 1,027 | $61.2K | 0.00% | −1,630−61.3% | Reduced |
| AM Squared Ltd | 1,000 | $59.6K | 0.07% | −900−47.4% | Reduced |
| Ronald Blue Trust, Inc. | 937 | $58.0K | 0.00% | −827−46.9% | Reduced |
| Parallel Advisors, LLC | 906 | $54.0K | 0.00% | −1,322−59.3% | Reduced |
| Harbor Investment Advisory, LLC | 900 | $53.6K | 0.01% | −2,150−70.5% | Reduced |
| Alta Advisers Ltd | 900 | $53.6K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 850 | $50.6K | 0.01% | −24−2.7% | Reduced |
| Spotlight Asset Group, Inc. | 778 | $46.3K | 0.04% | +778 | New |
| Duncker Streett & Co Inc | 675 | $40.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 669 | $40.0K | 0.01% | +669 | New |
| Global Retirement Partners, LLC | 669 | $39.8K | 0.00% | +536+403.0% | Added |
| Spire Wealth Management | 662 | $39.4K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 645 | $38.0K | 0.01% | −30−4.4% | Reduced |
| First Manhattan Co | 586 | $34.9K | 0.00% | +100+20.6% | Added |
| First Horizon Advisors, Inc. | 582 | $34.7K | 0.00% | −1,408−70.8% | Reduced |
| Pinnacle Bancorp, Inc. | 553 | $32.9K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 542 | $32.3K | 0.03% | +2+0.4% | Added |
| Westpac Banking Corp | 522 | $31.1K | 0.00% | −20,220−97.5% | Reduced |
| Quarry LP | 518 | $30.9K | 0.02% | −1,159−69.1% | Reduced |
| Massmutual Trust Co FSB | 518 | $30.9K | 0.00% | +82+18.8% | Added |
| Farther Finance Advisors, LLC | 496 | $29.5K | 0.01% | +347+232.9% | Added |
| Whittier Trust Co of Nevada Inc | 471 | $28.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 464 | $27.6K | 0.02% | +1+0.2% | Added |
| Hoese & Co LLP | 450 | $26.8K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 450 | $26.8K | 0.01% | +450 | New |
| Trust Co | 438 | $26.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 415 | $24.7K | 0.00% | +308+287.9% | Added |
| National Pension Service | 410 | $24.2K | 0.00% | −377,574−99.9% | Reduced |
| Geneos Wealth Management Inc. | 915 | $24.2K | 0.00% | +1+0.1% | Added |
| Venturi Wealth Management, LLC | 349 | $20.8K | 0.00% | +104+42.4% | Added |
| Deseret Mutual Benefit Administrators | 349 | $20.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 339 | $20.2K | 0.00% | +17+5.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 331 | $19.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 315 | $18.8K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 310 | $18.5K | 0.00% | +310 | New |
| Clear Street Markets LLC | 263 | $16.0K | 0.01% | −135−33.9% | Reduced |
| Bogart Wealth, LLC | 265 | $15.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 256 | $15.2K | 0.00% | +53+26.1% | Added |
| Riverview Trust Co | 240 | $14.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 228 | $13.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 219 | $13.0K | 0.00% | +8+3.8% | Added |
| Headlands Technologies LLC | 205 | $12.2K | 0.00% | −23−10.1% | Reduced |