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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 900 | $57.1K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 915 | $58.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 927 | $58.9K | 0.00% | +927 | New |
| Allworth Financial LP | 953 | $60.5K | 0.00% | +538+129.6% | Added |
| Benjamin Edwards Inc | 984 | $62.0K | 0.01% | +339+52.6% | Added |
| Johnson Financial Group, Inc. | 976 | $63.0K | 0.00% | −789−44.7% | Reduced |
| Mendota Financial Group, LLC | 1,040 | $66.0K | 0.07% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,090 | $69.2K | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 1,100 | $69.8K | 0.02% | +1,100 | New |
| Tradition Wealth Management, LLC | 1,095 | $70.0K | 0.01% | +2+0.2% | Added |
| Leonteq Securities AG | 1,105 | $70.2K | 0.01% | +1,091+7,792.9% | Added |
| Proequities, Inc. | 1,164 | $74.6K | 0.01% | +71+6.5% | Added |
| Sentry Investment Management LLC | 1,181 | $75.0K | 0.04% | −161−12.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,224 | $77.7K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,270 | $80.0K | 0.00% | −40−3.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,350 | $81.0K | 0.00% | +413+44.1% | Added |
| Cambridge Trust Co | 1,300 | $82.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,407 | $89.4K | 0.00% | +501+55.3% | Added |
| UniSuper Management Pty Ltd | 1,500 | $95.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,574 | $99.9K | 0.00% | −634−28.7% | Reduced |
| Desjardins Global Asset Management Inc. | 1,862 | $118.2K | 0.01% | −628−25.2% | Reduced |
| Heritage Wealth Advisors | 1,909 | $121.2K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 1,913 | $121.5K | 0.00% | +1,913 | New |
| Bessemer Group Inc | 2,029 | $128.0K | 0.00% | −4−0.2% | Reduced |
| Quadrant Capital Group LLC | 2,106 | $133.7K | 0.01% | +481+29.6% | Added |
| Penserra Capital Management LLC | 2,195 | $138.0K | 0.00% | −111−4.8% | Reduced |
| IFP Advisors, Inc | 2,184 | $138.7K | 0.01% | +4+0.2% | Added |
| Whittier Trust Co | 2,265 | $143.8K | 0.00% | +274+13.8% | Added |
| Point72 Asset Management, L.P. | 2,265 | $143.8K | 0.00% | −640,721−99.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,377 | $150.9K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,445 | $155.2K | 0.01% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 2,400 | $156.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,543 | $161.0K | 0.01% | −1,897−42.7% | Reduced |
| State of Wyoming | 2,733 | $173.5K | 0.04% | −117−4.1% | Reduced |
| Iron Horse Wealth Management, LLC | 2,744 | $174.2K | 0.09% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,809 | $178.0K | 0.00% | +744+36.0% | Added |
| Banque Cantonale Vaudoise | 2,847 | $180.0K | 0.01% | −1,659−36.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,861 | $181.6K | 0.00% | +237+9.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 2,887 | $183.3K | 0.05% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2,925 | $185.7K | 0.24% | +2,925 | New |
| Horizon Investments, LLC | 2,956 | $187.7K | 0.01% | +38+1.3% | Added |
| Ci Investments Inc. | 3,084 | $196.0K | 0.00% | +47+1.5% | Added |
| Vontobel Holding Ltd. | 3,166 | $201.0K | 0.00% | +3,166 | New |
| Buckingham Strategic Partners | 3,210 | $203.9K | 0.01% | +3,210 | New |
| Ingalls & Snyder LLC | 3,214 | $204.0K | 0.01% | +3,214 | New |
| Column Capital Advisors, LLC | 3,285 | $208.6K | 0.03% | −130−3.8% | Reduced |
| Monticello Wealth Management, LLC | 3,316 | $210.5K | 0.02% | +3,316 | New |
| Cornerstone Investment Partners, LLC | 3,318 | $210.7K | 0.01% | +3,318 | New |
| Eagle Bay Advisors LLC | 3,330 | $211.4K | 0.10% | +1,347+67.9% | Added |
| Keebeck Alpha, LP | 3,331 | $211.5K | 0.21% | +3,331 | New |
| Signaturefd, LLC | 3,336 | $211.8K | 0.01% | +1,010+43.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,404 | $214.2K | 0.17% | +3,404 | New |
| Moneta Group Investment Advisors LLC | 3,381 | $214.7K | 0.00% | −178−5.0% | Reduced |
| Private Wealth Advisors | 3,381 | $214.7K | 0.09% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 3,417 | $216.9K | 0.14% | −2,792−45.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,417 | $216.9K | 0.01% | +2+0.1% | Added |
| Prelude Capital Management, LLC | 3,457 | $219.5K | 0.02% | +3,457 | New |
| Prospera Financial Services Inc | 3,499 | $222.5K | 0.01% | −422−10.8% | Reduced |
| Osterweis Capital Management Inc | 3,527 | $223.9K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3,584 | $227.5K | 0.02% | +3,584 | New |
| Centiva Capital, LP | 3,607 | $229.0K | 0.01% | +3,607 | New |
| MJP Associates Inc | 3,658 | $232.2K | 0.07% | +3,658 | New |
| Financial Security Advisor, Inc. | 3,690 | $236.5K | 0.11% | +3,690 | New |
| Brown Advisory Inc | 3,733 | $237.0K | 0.00% | +4+0.1% | Added |
| Numerai GP LLC | 3,746 | $237.8K | 0.08% | −95,411−96.2% | Reduced |
| Coastline Trust Co | 3,748 | $238.0K | 0.04% | −515−12.1% | Reduced |
| Wedmont Private Capital | 3,758 | $239.7K | 0.02% | +233+6.6% | Added |
| Epoch Investment Partners, Inc. | 3,822 | $242.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,890 | $247.0K | 0.02% | −1,728−30.8% | Reduced |
| M&R Capital Management Inc | 4,000 | $254.0K | 0.07% | −276−6.5% | Reduced |
| Ieq Capital, LLC | 4,001 | $254.0K | 0.01% | +4,001 | New |
| Clear Harbor Asset Management, LLC | 4,042 | $256.6K | 0.03% | +10+0.2% | Added |
| Silvercrest Asset Management Group LLC | 4,085 | $259.4K | 0.00% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 4,120 | $261.6K | 0.02% | +4,120 | New |
| Skba Capital Management LLC | 4,130 | $262.2K | 0.05% | +4,130 | New |
| Gyroscope Capital Management Group, LLC | 4,200 | $266.7K | 0.06% | +600+16.7% | Added |
| Harbour Investments, Inc. | 4,219 | $267.9K | 0.01% | +4,043+2,297.2% | Added |
| CWA Asset Management Group, LLC | 4,220 | $267.9K | 0.02% | +602+16.6% | Added |
| Coldstream Capital Management Inc | 4,245 | $269.5K | 0.01% | +304+7.7% | Added |
| IHT Wealth Management, LLC | 4,252 | $270.0K | 0.01% | +311+7.9% | Added |
| Platform Technology Partners | 4,260 | $270.5K | 0.13% | +4,260 | New |
| Qsemble Capital Management, LP | 4,300 | $273.0K | 0.05% | +4,300 | New |
| Carmel Capital Partners, LLC | 4,304 | $273.3K | 0.12% | +179+4.3% | Added |
| Graham Capital Wealth Management, LLC | 4,685 | $279.0K | 0.66% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 4,422 | $280.8K | 0.01% | +473+12.0% | Added |
| Somerset Trust Co | 4,465 | $283.5K | 0.13% | −44−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,470 | $283.8K | 0.02% | +134+3.1% | Added |
| Eagle Ridge Investment Management | 4,483 | $284.6K | 0.03% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 4,493 | $285.3K | 0.16% | +1,368+43.8% | Added |
| Diligent Investors, LLC | 4,500 | $285.7K | 0.09% | 00.0% | Unchanged |
| Keybank National Association | 4,517 | $286.8K | 0.00% | −366−7.5% | Reduced |
| Blair William & Co | 4,526 | $287.4K | 0.00% | −697−13.3% | Reduced |
| Aptus Capital Advisors, LLC | 4,559 | $289.5K | 0.01% | −149−3.2% | Reduced |
| Schechter Investment Advisors, LLC | 4,568 | $290.0K | 0.03% | +81+1.8% | Added |
| Ambassador Advisors, LLC | 4,239 | $291.6K | 0.07% | +4,239 | New |
| Romano Brothers and Company | 4,625 | $293.6K | 0.05% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,639 | $294.5K | 0.19% | +34+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,648 | $295.2K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 4,685 | $297.5K | 0.00% | +4,685 | New |
| Axq Capital, LP | 4,735 | $300.6K | 0.11% | +4,735 | New |