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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2 | $127 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 5 | $318 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 4 | $406 | 0.00% | −56−93.3% | Reduced |
| Tfo-TDC, LLC | 8 | $476 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $508 | 0.00% | +8 | New |
| JJJ Advisors Inc. | 9 | $572 | 0.00% | +4+80.0% | Added |
| GW&K Investment Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | +8+88.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 16 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 16 | $1.02K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 18 | $1.14K | 0.00% | −15,903−99.9% | Reduced |
| Sutton Wealth Advisors Inc. | 19 | $1.21K | 0.00% | +19 | New |
| Gradient Investments LLC | 22 | $1.40K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 24 | $1.52K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 24 | $1.52K | 0.00% | +24 | New |
| Sunbelt Securities, Inc. | 25 | $1.59K | 0.00% | +25 | New |
| C M Bidwell & Associates Ltd | 27 | $1.71K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 30 | $1.91K | 0.00% | +7+30.4% | Added |
| Financial Management Professionals, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 35 | $2.00K | 0.00% | +35 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 34 | $2.18K | 0.00% | +34 | New |
| SJS Investment Consulting Inc. | 35 | $2.22K | 0.00% | +4+12.9% | Added |
| Raffa Wealth Management, LLC | 36 | $2.29K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $2.54K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 44 | $2.61K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 42 | $2.67K | 0.00% | +34+425.0% | Added |
| Copeland Capital Management, LLC | 46 | $2.90K | 0.00% | −64−58.2% | Reduced |
| SkyView Investment Advisors, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 50 | $3.17K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 53 | $3.37K | 0.00% | +6+12.8% | Added |
| Cherry Tree Wealth Management, LLC | 72 | $4.57K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 73 | $4.63K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 73 | $4.63K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 75 | $4.76K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 75 | $4.76K | 0.00% | −12−13.8% | Reduced |
| DT Investment Partners, LLC | 75 | $4.76K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 85 | $5.00K | 0.00% | +85 | New |
| Earnest Partners LLC | 90 | $5.71K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 102 | $6.00K | 0.00% | +102 | New |
| Concord Wealth Partners | 99 | $6.29K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 102 | $6.48K | 0.00% | +50+96.2% | Added |
| Global Wealth Strategies & Associates | 107 | $6.79K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 109 | $6.92K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 114 | $7.24K | 0.00% | −3−2.6% | Reduced |
| Asset Dedication, LLC | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 136 | $8.63K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 140 | $8.89K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 142 | $9.02K | 0.00% | +142 | New |
| Stuart Chaussee & Associates, Inc. | 145 | $9.21K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 156 | $9.90K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 160 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 155 | $10.4K | 0.00% | +147+1,837.5% | Added |
| Brown Brothers Harriman & Co | 165 | $10.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 171 | $10.9K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 175 | $11.1K | 0.00% | −2,200−92.6% | Reduced |
| Park Place Capital Corp | 175 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 179 | $11.4K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 188 | $11.9K | 0.01% | +8+4.4% | Added |
| Armstrong Advisory Group, Inc | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 198 | $13.0K | 0.01% | −1,062−84.3% | Reduced |
| Versant Capital Management, Inc | 219 | $13.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 228 | $14.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 240 | $15.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 265 | $16.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 283 | $18.0K | 0.00% | +283 | New |
| St Germain D J Co Inc | 310 | $19.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 315 | $20.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 316 | $20.1K | 0.00% | −346−52.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 331 | $21.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 338 | $21.5K | 0.00% | −4,902−93.5% | Reduced |
| Lindbrook Capital, LLC | 340 | $21.6K | 0.00% | +84+32.8% | Added |
| Deseret Mutual Benefit Administrators | 349 | $22.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 349 | $22.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 385 | $24.0K | 0.00% | +385 | New |
| Parkside Financial Bank & Trust | 406 | $25.8K | 0.01% | +209+106.1% | Added |
| FinTrust Capital Advisors, LLC | 409 | $26.0K | 0.01% | −2,499−85.9% | Reduced |
| Raleigh Capital Management Inc. | 414 | $26.3K | 0.01% | +236+132.6% | Added |
| VisionPoint Advisory Group, LLC | 422 | $26.8K | 0.01% | +422 | New |
| Kapitalo Investimentos Ltda | 428 | $27.2K | 0.00% | −1,053−71.1% | Reduced |
| Trust Co | 438 | $27.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 444 | $28.2K | 0.00% | −27−5.7% | Reduced |
| Hoese & Co LLP | 450 | $28.6K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 450 | $28.6K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 464 | $29.4K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 522 | $33.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 553 | $35.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 566 | $36.0K | 0.00% | −16−2.7% | Reduced |
| First Manhattan Co | 586 | $37.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 626 | $39.7K | 0.01% | +130+26.2% | Added |
| Massmutual Trust Co FSB | 641 | $40.7K | 0.00% | +123+23.7% | Added |
| Capital Advisors, Ltd. LLC | 669 | $42.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 662 | $42.0K | 0.00% | −365−35.5% | Reduced |
| Duncker Streett & Co Inc | 675 | $42.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 713 | $45.2K | 0.00% | +44+6.6% | Added |
| Spotlight Asset Group, Inc. | 778 | $49.4K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 848 | $53.9K | 0.01% | −2−0.2% | Reduced |
| Quarry LP | 867 | $55.0K | 0.04% | +349+67.4% | Added |
| Harbor Investment Advisory, LLC | 900 | $57.1K | 0.01% | 00.0% | Unchanged |