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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 200 | $11.9K | 0.00% | +200 | New |
| Parkside Financial Bank & Trust | 197 | $11.7K | 0.00% | −120−37.9% | Reduced |
| GoalVest Advisory LLC | 180 | $10.7K | 0.01% | +180 | New |
| Hexagon Capital Partners LLC | 179 | $10.7K | 0.00% | +5+2.9% | Added |
| Raleigh Capital Management Inc. | 178 | $10.6K | 0.01% | −4−2.2% | Reduced |
| Harbour Investments, Inc. | 176 | $10.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 175 | $10.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 171 | $10.2K | 0.00% | −4−2.3% | Reduced |
| Brown Brothers Harriman & Co | 165 | $9.83K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 160 | $9.53K | 0.00% | +47+41.6% | Added |
| Colonial Trust Co | 156 | $9.29K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 145 | $8.64K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 140 | $8.34K | 0.00% | −28−16.7% | Reduced |
| Farmers & Merchants Investments Inc | 136 | $8.10K | 0.00% | −14−9.3% | Reduced |
| Asset Dedication, LLC | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 117 | $6.97K | 0.00% | −387−76.8% | Reduced |
| Rocky Mountain Advisers, LLC | 109 | $6.79K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 110 | $6.54K | 0.00% | +64+139.1% | Added |
| Global Wealth Strategies & Associates | 107 | $6.37K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 99 | $5.90K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 93 | $5.54K | 0.00% | +93 | New |
| Earnest Partners LLC | 90 | $5.36K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 87 | $5.18K | 0.00% | +12+16.0% | Added |
| BerganKDV Wealth Management, LLC | 87 | $5.18K | 0.00% | −123−58.6% | Reduced |
| Tyler-Stone Wealth Management | 86 | $5.00K | 0.00% | +86 | New |
| DT Investment Partners, LLC | 75 | $4.63K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 75 | $4.47K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 73 | $4.35K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 73 | $4.35K | 0.00% | +73 | New |
| Cherry Tree Wealth Management, LLC | 72 | $4.29K | 0.00% | +72 | New |
| American National Bank | 55 | $3.28K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 52 | $3.10K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 52 | $3.00K | 0.00% | +27+108.0% | Added |
| RFP Financial Group LLC | 50 | $2.98K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 47 | $2.80K | 0.00% | +18+62.1% | Added |
| Beacon Capital Management, LLC | 44 | $2.61K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $2.38K | 0.00% | +40 | New |
| Tradewinds Capital Management, LLC | 38 | $2.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $2.14K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $2.00K | 0.00% | −46−60.5% | Reduced |
| Disciplined Investments, LLC | 32 | $1.91K | 0.00% | −2−5.9% | Reduced |
| SJS Investment Consulting Inc. | 31 | $1.85K | 0.00% | +13+72.2% | Added |
| Arlington Partners LLC | 31 | $1.85K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 27 | $1.61K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 24 | $1.43K | 0.00% | +24 | New |
| Baker Avenue Asset Management, LP | 23 | $1.37K | 0.00% | +8+53.3% | Added |
| Gradient Investments LLC | 22 | $1.31K | 0.00% | −9−29.0% | Reduced |
| GW&K Investment Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Bollard Group LLC | 15 | $1.00K | 0.00% | +15 | New |
| Jackson, Grant Investment Advisers, Inc. | 16 | $953 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 16 | $953 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 14 | $834 | 0.00% | −780−98.2% | Reduced |
| Sofos Investments, Inc. | 60 | $726 | 0.00% | +60 | New |
| Manchester Capital Management LLC | 8 | $477 | 0.00% | −11−57.9% | Reduced |
| Bokf, NA | 8 | $476 | 0.00% | −30−78.9% | Reduced |
| Tfo-TDC, LLC | 8 | $476 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5 | $298 | 0.00% | +5 | New |
| Comerica Bank | 210,020 | $246 | 0.03% | +210,020 | New |
| SOA Wealth Advisors, LLC. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Capital World Investors | 0 | $0 | 0.00% | −2,216,021−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −532,348−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −290,280−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −203,950−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −149,869−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −96,213−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −77,850−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −75,028−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −74,436−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −65,233−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −52,733−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −51,879−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −47,900−100.0% | Sold out |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −46,416−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −46,267−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −43,781−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −43,416−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −41,099−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −40,426−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −39,137−100.0% | Sold out |
| Otter Creek Advisors, LLC | 0 | $0 | 0.00% | −36,973−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −35,200−100.0% | Sold out |
| NatWest Group plc | 0 | $0 | 0.00% | −28,573−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −26,050−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −24,700−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −21,871−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −20,187−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −18,268−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −16,232−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −15,793−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,871−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −14,270−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −14,029−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −13,190−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −11,783−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −11,194−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −10,877−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −10,804−100.0% | Sold out |