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Livermore
Livermore
ZHEN

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.

Other share classesWRB.PEWRB.PFWRB.PGWRB.PH

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.

Institutional holdersQ3 2023: 667 institutions
Q1 2021: 507 institutionsQ2 2021: 526 institutionsQ3 2021: 513 institutionsQ4 2021: 575 institutionsQ1 2022: 617 institutionsQ2 2022: 665 institutionsQ3 2022: 667 institutionsQ4 2022: 716 institutionsQ1 2023: 693 institutionsQ2 2023: 660 institutionsQ3 2023: 667 institutionsQ4 2023: 728 institutionsQ1 2024: 772 institutionsQ2 2024: 758 institutionsQ3 2024: 800 institutionsQ4 2024: 876 institutionsQ1 2025: 915 institutionsQ2 2025: 923 institutionsQ3 2025: 934 institutionsQ4 2025: 952 institutionsQ1 2026: 926 institutionsQ2 2026: 954 institutions
Value heldQ3 2023: $11.0B
Q1 2021: $9.36BQ2 2021: $9.17BQ3 2021: $9.04BQ4 2021: $10.1BQ1 2022: $12.1BQ2 2022: $12.6BQ3 2022: $11.9BQ4 2022: $13.2BQ1 2023: $11.2BQ2 2023: $10.3BQ3 2023: $11.0BQ4 2023: $12.6BQ1 2024: $15.9BQ2 2024: $13.8BQ3 2024: $14.8BQ4 2024: $15.3BQ1 2025: $18.7BQ2 2025: $18.7BQ3 2025: $18.7BQ4 2025: $19.9BQ1 2026: $18.5BQ2 2026: $19.7B
Institutions holding WRB and their total value by quarter
QuarterHoldersValue
Q2 2026954$19.7B
Q1 2026926$18.5B
Q4 2025952$19.9B
Q3 2025934$18.7B
Q2 2025923$18.7B
Q1 2025915$18.7B
Q4 2024876$15.3B
Q3 2024800$14.8B
Q2 2024758$13.8B
Q1 2024772$15.9B
Q4 2023728$12.6B
Q3 2023667$11.0B
Q2 2023660$10.3B
Q1 2023693$11.2B
Q4 2022716$13.2B
Q3 2022667$11.9B
Q2 2022665$12.6B
Q1 2022617$12.1B
Q4 2021575$10.1B
Q3 2021513$9.04B
Q2 2021526$9.17B
Q1 2021507$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.

Institutions holding WRB in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
AXA S.A.4,772$303.0K0.00%−27,175−85.1%Reduced
Wealth Advisors of Iowa, LLC4,898$311.0K0.22%00.0%Unchanged
Fifth Third Bancorp4,903$311.3K0.00%+1,007+25.8%Added
Echo Street Capital Management LLC4,918$312.2K0.00%+922+23.1%Added
Tectonic Advisors LLC4,923$312.6K0.03%+4,923New
B. Metzler seel. Sohn & Co. AG4,938$313.5K0.00%00.0%Unchanged
Naples Global Advisors, LLC4,892$313.6K0.04%+4,892New
Tufton Capital Management4,950$314.3K0.07%−50−1.0%Reduced
Vestcor Inc4,988$317.0K0.01%00.0%Unchanged
Sage Capital Advisors,llc5,000$317.4K0.12%00.0%Unchanged
Private Trust Co NA5,034$319.6K0.04%−503−9.1%Reduced
Bard Financial Services, Inc.5,060$321.3K0.04%00.0%Unchanged
Ritholtz Wealth Management5,076$322.3K0.01%−312−5.8%Reduced
Avestar Capital, LLC5,109$327.5K0.05%+1,094+27.2%Added
Financiere des Professionnels - Fonds d,investissement inc.5,170$328.2K0.03%+5,170New
EverSource Wealth Advisors, LLC5,189$329.4K0.03%−314−5.7%Reduced
Fiduciary Alliance LLC5,195$329.8K0.08%+222+4.5%Added
SYSTM Wealth Solutions LLC5,374$341.2K0.05%+1,251+30.3%Added
Alps Advisors Inc5,425$344.4K0.00%+356+7.0%Added
Quantinno Capital Management LP5,460$347.0K0.02%+1,588+41.0%Added
Wealth Alliance5,660$359.3K0.06%+145+2.6%Added
Argent Trust Co5,779$366.9K0.02%+188+3.4%Added
Snowden Capital Advisors LLC5,863$372.2K0.02%−65−1.1%Reduced
Matrix Private Capital Group LLC5,932$380.2K0.28%+8+0.1%Added
We Are One Seven, LLC6,033$383.0K0.03%+6,033New
National Asset Management, Inc.6,006$385.0K0.01%−2,787−31.7%Reduced
Citadel Investment Advisory, Inc.6,066$385.0K0.25%00.0%Unchanged
Forum Financial Management, LP6,069$385.3K0.01%00.0%Unchanged
Lincoln National Corp6,091$386.7K0.01%+63+1.0%Added
Fort Washington Investment Advisors Inc6,150$390.5K0.00%00.0%Unchanged
TrinityPoint Wealth, LLC6,286$399.1K0.08%00.0%Unchanged
Wealthfront Advisers LLC6,292$399.5K0.00%+658+11.7%Added
Glenmede Trust Co NA6,293$399.5K0.00%+982+18.5%Added
Park Avenue Securities LLC6,334$402.0K0.01%+6,334New
Eagle Harbor Asset Management Inc6,376$404.8K0.53%00.0%Unchanged
Cobblestone Capital Advisors LLC6,414$407.2K0.03%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC6,422$407.7K0.01%+87+1.4%Added
Banco Bilbao Vizcaya Argentaria, S.A.6,430$408.2K0.01%−593−8.4%Reduced
Bradley Foster & Sargent Inc6,925$412.4K0.01%00.0%Unchanged
Davenport & Co LLC6,510$413.3K0.00%+61+0.9%Added
CWS Financial Advisors, LLC6,517$413.8K0.17%+6,517New
AdvisorNet Financial, Inc6,535$414.9K0.04%−14−0.2%Reduced
AE Wealth Management LLC6,535$414.9K0.00%+69+1.1%Added
Petrus Trust Company, LTA6,598$418.9K0.04%−5,048−43.3%Reduced
Hamilton Capital Partners Inc.6,615$420.0K0.15%+841+14.6%Added
Empire Financial Management Company, LLC6,690$424.7K0.19%+100+1.5%Added
Brinker Capital Investments, LLC6,694$425.0K0.01%−166−2.4%Reduced
Orion Portfolio Solutions, LLC6,694$425.0K0.01%−166−2.4%Reduced
Empirical Finance, LLC6,747$428.4K0.03%+641+10.5%Added
Gifford Fong Associates6,750$429.0K0.10%00.0%Unchanged
Nations Financial Group Inc,6,791$431.2K0.04%+6,791New
Kestra Advisory Services, LLC6,798$431.6K0.00%+900+15.3%Added
Granite Bay Wealth Management, LLC6,989$434.0K0.00%+6,989New
Kentucky Retirement Systems Insurance Trust Fund6,996$444.2K0.03%−212−2.9%Reduced
Sciencast Management LP7,008$444.9K0.20%+7,008New
FDx Advisors, Inc.7,097$451.0K0.04%−12,340−63.5%Reduced
Empower Advisory Group, LLC7,200$457.1K0.00%+42+0.6%Added
Wealth Enhancement Advisory Services, LLC7,254$460.6K0.00%+7,254New
Gratus Capital LLC7,421$471.2K0.03%00.0%Unchanged
Symmetry Partners, LLC7,455$473.0K0.03%00.0%Unchanged
NCM Capital Management, LLC7,506$476.6K0.34%00.0%Unchanged
Kornitzer Capital Management Inc7,520$477.4K0.01%00.0%Unchanged
SRB Corp7,536$478.5K0.03%00.0%Unchanged
Capula Management Ltd7,540$478.7K0.03%+7,540New
ING Groep NV7,541$478.8K0.00%−3,143−29.4%Reduced
Ancora Advisors, LLC7,564$480.2K0.01%00.0%Unchanged
Aviva PLC7,607$483.0K0.00%−198−2.5%Reduced
Norinchukin Bank, The7,800$495.2K0.01%−8,316−51.6%Reduced
Veriti Management LLC7,805$495.6K0.06%+335+4.5%Added
DFPG Investments, LLC7,351$495.6K0.05%+7,351New
Umb Bank N A7,871$499.7K0.01%−112−1.4%Reduced
Commerce Bank7,910$502.2K0.00%+663+9.1%Added
Balyasny Asset Management LLC8,132$516.3K0.00%−31,698−79.6%Reduced
First Hawaiian Bank8,182$519.5K0.02%−150−1.8%Reduced
Thompson Siegel & Walmsley LLC8,193$520.0K0.01%00.0%Unchanged
Cresset Asset Management, LLC8,121$520.4K0.00%+394+5.1%Added
Metropolitan Life Insurance Co8,417$534.4K0.03%−333−3.8%Reduced
Cognios Beta Neutral Large Cap Fund, LP8,581$544.8K0.71%−1,964−18.6%Reduced
Cadent Capital Advisors, LLC8,608$546.5K0.27%00.0%Unchanged
Murphy Pohlad Asset Management LLC8,662$550.0K0.24%00.0%Unchanged
Williams Jones Wealth Management, LLC.8,687$551.5K0.01%−650−7.0%Reduced
Compass Wealth Management LLC8,889$564.4K0.18%00.0%Unchanged
Washington Capital Management Inc9,000$571.4K0.53%00.0%Unchanged
Bellevue Asset Management, LLC9,000$571.4K0.38%00.0%Unchanged
Ballentine Partners, LLC9,033$573.5K0.01%+27+0.3%Added
Gotham Asset Management, LLC9,079$576.4K0.01%+5,040+124.8%Added
Cipher Capital LP9,221$585.4K0.42%−41,561−81.8%Reduced
M&T Bank Corp9,231$586.1K0.00%−9,269−50.1%Reduced
LVW Advisors, LLC9,611$610.2K0.13%−789−7.6%Reduced
Claro Advisors LLC9,676$614.3K0.15%+9,676New
Exchange Traded Concepts, LLC9,680$614.6K0.02%+456+4.9%Added
Wedbush Securities Inc9,734$618.0K0.03%+9,734New
Everence Capital Management Inc9,825$624.0K0.05%00.0%Unchanged
Swedbank AB9,844$625.0K0.00%00.0%Unchanged
Engineers Gate Manager LP9,979$633.6K0.02%−9,619−49.1%Reduced
LRT Capital Management, LLC10,025$636.5K0.44%−17,312−63.3%Reduced
US Bancorp10,066$639.6K0.00%+916+10.0%Added
Metis Global Partners, LLC10,086$640.4K0.03%+1,136+12.7%Added
Private Advisor Group, LLC10,174$645.9K0.01%+3,172+45.3%Added
Duality Advisers, LP10,341$656.5K0.08%+10,341New