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, Q3 2023
Institutional positions in Berkley W R Corp as of Sep 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
- 667
- +12 vs. Q2 2023
- Shares held
- 173.4M
- −580.6K (−0.3%) vs. Q2 2023
- Total value
- $11.0B
- +$696.2M (+6.7%) vs. Q2 2023
- New holders
- 73
- 234 more added
- Sold out
- 61
- 229 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 24,331,324 | $1.54B | 0.04% | −422,484−1.7% | Reduced |
| BlackRock Inc. | 13,603,864 | $863.7M | 0.02% | −212,113−1.5% | Reduced |
| Morgan Stanley | 13,065,224 | $829.5M | 0.08% | +529,817+4.2% | Added |
| State Street Corp | 11,108,175 | $711.8M | 0.04% | +316,858+2.9% | Added |
| Janus Henderson Group PLC | 8,225,213 | $522.2M | 0.34% | +1,577,414+23.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6,819,124 | $432.9M | 1.23% | +302,212+4.6% | Added |
| Victory Capital Management Inc | 5,639,296 | $358.0M | 0.41% | +699,297+14.2% | Added |
| Geode Capital Management, LLC | 4,657,554 | $295.4M | 0.04% | +88,668+1.9% | Added |
| JPMorgan Chase & Co | 4,053,985 | $257.4M | 0.03% | +2,628+0.1% | Added |
| Norges Bank | 3,098,951 | $196.8M | 0.04% | +200,175+6.9% | Added |
| First Trust Advisors LP | 2,974,198 | $188.8M | 0.22% | −244,543−7.6% | Reduced |
| Invesco Ltd. | 2,372,453 | $150.6M | 0.04% | −62,905−2.6% | Reduced |
| APG Asset Management N.V. | 2,132,351 | $135.4M | 0.28% | +200,851+10.4% | Added |
| 1832 Asset Management L.P. | 2,018,183 | $128.1M | 0.27% | −5,195−0.3% | Reduced |
| Northern Trust Corp | 2,001,848 | $127.1M | 0.02% | +98,500+5.2% | Added |
| Polar Capital Holdings Plc | 1,925,000 | $122.2M | 0.91% | −75,000−3.8% | Reduced |
| Dimensional Fund Advisors LP | 1,795,436 | $114.0M | 0.04% | +38,874+2.2% | Added |
| Wells Fargo & Company | 1,791,262 | $113.7M | 0.04% | +165,848+10.2% | Added |
| Bank of America Corp | 1,761,249 | $111.8M | 0.01% | +333,990+23.4% | Added |
| Bank of New York Mellon Corp | 1,748,610 | $111.0M | 0.02% | +62,917+3.7% | Added |
| Charles Schwab Investment Management Inc | 1,633,418 | $103.7M | 0.03% | +36,994+2.3% | Added |
| Goldman Sachs Group Inc | 1,485,306 | $94.3M | 0.02% | −76,724−4.9% | Reduced |
| Legal & General Group Plc | 1,481,744 | $94.1M | 0.03% | −41,069−2.7% | Reduced |
| California Public Employees Retirement System | 1,147,961 | $72.9M | 0.06% | +782,280+213.9% | Added |
| Anchor Capital Advisors LLC | 1,036,011 | $65.8M | 1.84% | +150,099+16.9% | Added |
| Manufacturers Life Insurance Company, The | 1,006,528 | $63.9M | 0.04% | +865,205+612.2% | Added |
| UBS Asset Management Americas Inc | 978,110 | $62.1M | 0.03% | +72,106+8.0% | Added |
| Confluence Investment Management LLC | 973,105 | $61.8M | 0.96% | +346,706+55.3% | Added |
| Millennium Management LLC | 972,542 | $61.7M | 0.06% | −898,453−48.0% | Reduced |
| HSBC Holdings PLC | 945,150 | $60.1M | 0.07% | +72,456+8.3% | Added |
| EULAV Asset Management | 945,260 | $60.0M | 2.19% | +39,716+4.4% | Added |
| Barclays PLC | 933,330 | $59.3M | 0.04% | +50,721+5.7% | Added |
| Wellington Management Group LLP | 913,861 | $58.0M | 0.01% | −103,493−10.2% | Reduced |
| Royal Bank of Canada | 904,080 | $57.4M | 0.02% | +103,781+13.0% | Added |
| Nuveen Asset Management, LLC | 854,499 | $54.3M | 0.02% | −17,113−2.0% | Reduced |
| Credit Suisse AG | 853,207 | $54.2M | 0.06% | −41,913−4.7% | Reduced |
| Chilton Investment Co LLC | 816,519 | $51.8M | 1.65% | +39,871+5.1% | Added |
| UBS Group AG | 802,360 | $50.9M | 0.02% | +296,928+58.7% | Added |
| Los Angeles Capital Management LLC | 799,058 | $50.7M | 0.22% | +45,466+6.0% | Added |
| Raymond James & Associates | 769,023 | $48.8M | 0.04% | +64,994+9.2% | Added |
| Envestnet Asset Management Inc | 758,269 | $48.1M | 0.02% | +190,500+33.6% | Added |
| Madison Asset Management, LLC | 747,329 | $47.4M | 0.70% | +11,260+1.5% | Added |
| Truist Financial Corp | 711,094 | $45.1M | 0.08% | +41,779+6.2% | Added |
| Citadel Advisors LLC | 706,903 | $44.9M | 0.05% | −777,522−52.4% | Reduced |
| Boston Financial Mangement LLC | 697,627 | $44.3M | 1.66% | −2,947−0.4% | Reduced |
| Swiss National Bank | 671,075 | $42.6M | 0.03% | −90,000−11.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 642,055 | $40.8M | 0.05% | −142,407−18.2% | Reduced |
| AQR Capital Management LLC | 603,451 | $38.3M | 0.08% | −19,510−3.1% | Reduced |
| Stifel Financial Corp | 590,616 | $37.5M | 0.05% | +134,183+29.4% | Added |
| Dundas Partners LLP | 564,785 | $35.9M | 3.52% | +117,428+26.2% | Added |
| BloombergSen Inc. | 546,720 | $34.7M | 3.08% | −12,876−2.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 537,916 | $34.2M | 0.03% | −20,057−3.6% | Reduced |
| Voloridge Investment Management, LLC | 532,659 | $33.8M | 0.17% | −172,681−24.5% | Reduced |
| Segall Bryant & Hamill, LLC | 501,799 | $31.9M | 0.37% | −44,434−8.1% | Reduced |
| Deutsche Bank AG | 488,540 | $31.0M | 0.02% | −284,313−36.8% | Reduced |
| Brandes Investment Partners, LP | 465,234 | $29.5M | 0.58% | +55,862+13.6% | Added |
| Allspring Global Investments Holdings, LLC | 458,724 | $29.1M | 0.05% | −247,411−35.0% | Reduced |
| Toronto Dominion Bank | 452,762 | $28.7M | 0.05% | −25,887−5.4% | Reduced |
| Russell Investments Group, Ltd. | 448,755 | $28.5M | 0.06% | −97,733−17.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 437,605 | $27.8M | 6.26% | +21,575+5.2% | Added |
| Rhumbline Advisers | 434,575 | $27.6M | 0.03% | −12,572−2.8% | Reduced |
| Allianz Asset Management GmbH | 418,574 | $26.6M | 0.05% | +114,912+37.8% | Added |
| Worldquant Millennium Advisors LLC | 413,661 | $26.3M | 0.41% | −199,751−32.6% | Reduced |
| Susquehanna International Group, LLP | 379,981 | $24.1M | 0.04% | +1,992+0.5% | Added |
| New York State Common Retirement Fund | 372,442 | $23.6M | 0.03% | −40,913−9.9% | Reduced |
| Nuance Investments, LLC | 370,632 | $23.5M | 0.58% | −79,687−17.7% | Reduced |
| National Pension Service | 354,136 | $22.8M | 0.04% | +353,726+86,274.6% | Added |
| Man Group plc | – | $22.0M | 0.07% | – | – |
| Amundi | 334,868 | $21.4M | 0.01% | +65,244+24.2% | Added |
| Jacobs Levy Equity Management, Inc | 321,807 | $20.4M | 0.12% | −68,540−17.6% | Reduced |
| California State Teachers Retirement System | 320,449 | $20.3M | 0.03% | −24,651−7.1% | Reduced |
| Assenagon Asset Management S.A. | 318,232 | $20.2M | 0.07% | +318,232 | New |
| Canada Pension Plan Investment Board | 302,370 | $19.2M | 0.03% | +147,000+94.6% | Added |
| CWM, LLC | 300,266 | $19.1M | 0.12% | −26,356−8.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 298,071 | $18.9M | 0.10% | −108,215−26.6% | Reduced |
| Two Sigma Investments, LP | 297,280 | $18.9M | 0.05% | −343,607−53.6% | Reduced |
| America First Investment Advisors, LLC | 289,302 | $18.4M | 5.10% | +1,389+0.5% | Added |
| Alliancebernstein L.P. | 288,598 | $18.3M | 0.01% | −7,441−2.5% | Reduced |
| TD Asset Management Inc | 279,855 | $17.8M | 0.02% | +58,576+26.5% | Added |
| Public Employees Retirement Association of Colorado | 269,817 | $17.1M | 0.09% | −3,272−1.2% | Reduced |
| Qube Research & Technologies Ltd | 266,907 | $16.9M | 0.05% | −91,200−25.5% | Reduced |
| Price T Rowe Associates Inc | 262,274 | $16.7M | 0.00% | −2,301−0.9% | Reduced |
| Wallington Asset Management, LLC | 260,628 | $16.5M | 3.01% | −1,820−0.7% | Reduced |
| Teacher Retirement System of Texas | 258,591 | $16.4M | 0.11% | −7,499−2.8% | Reduced |
| Loomis Sayles & Co L P | 248,680 | $15.8M | 0.03% | +65,297+35.6% | Added |
| Tudor Investment Corp Et Al | 247,779 | $15.7M | 0.23% | −48,275−16.3% | Reduced |
| Principal Financial Group Inc | 243,652 | $15.5M | 0.01% | +9,792+4.2% | Added |
| State Board of Administration of Florida Retirement System | 242,698 | $15.4M | 0.04% | +220+0.1% | Added |
| Martingale Asset Management L P | 237,424 | $15.1M | 0.32% | −52,252−18.0% | Reduced |
| State of Tennessee, Treasury Department | 236,369 | $15.0M | 0.06% | −91,858−28.0% | Reduced |
| Stansberry Asset Management, LLC | 232,351 | $14.8M | 2.58% | +9,266+4.2% | Added |
| D. E. Shaw & Co., Inc. | 231,763 | $14.7M | 0.02% | −719,985−75.6% | Reduced |
| FIL Ltd | 230,590 | $14.6M | 0.02% | −171,292−42.6% | Reduced |
| Philo Smith Capital Corp | 219,921 | $14.0M | 4.79% | 00.0% | Unchanged |
| Bank of Montreal | 212,521 | $13.7M | 0.01% | +91,493+75.6% | Added |
| New York State Teachers Retirement System | 210,684 | $13.4M | 0.03% | −20,826−9.0% | Reduced |
| Natixis Advisors, L.P. | 209,081 | $13.3M | 0.04% | +33,221+18.9% | Added |
| KBC Group NV | 204,431 | $13.0M | 0.05% | −51,842−20.2% | Reduced |
| Bank of Nova Scotia | 204,183 | $13.0M | 0.03% | +120,174+143.0% | Added |
| Ameriprise Financial Inc | 202,331 | $12.9M | 0.00% | −25,084−11.0% | Reduced |