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 |
|---|---|---|---|---|---|
| Wealth Quarterback LLC | 10,424 | $661.8K | 0.57% | +236+2.3% | Added |
| New Mexico Educational Retirement Board | 10,450 | $663.0K | 0.03% | +600+6.1% | Added |
| Parsons Capital Management Inc | 10,641 | $675.6K | 0.05% | 00.0% | Unchanged |
| SRN Advisors, LLC | 10,655 | $676.5K | 0.67% | +206+2.0% | Added |
| YHB Investment Advisors, Inc. | 10,793 | $685.2K | 0.06% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 11,248 | $714.1K | 0.03% | +2,636+30.6% | Added |
| TownSquare Capital, LLC | 11,301 | $717.5K | 0.01% | +1,643+17.0% | Added |
| HM Payson & Co | 11,494 | $729.8K | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 11,822 | $750.6K | 0.01% | +11,822 | New |
| Connectus Wealth, LLC | 11,826 | $750.9K | 0.02% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 11,937 | $758.0K | 0.02% | −499−4.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,167 | $772.5K | 0.08% | −168−1.4% | Reduced |
| Louisiana State Employees Retirement System | 12,600 | $800.0K | 0.02% | +200+1.6% | Added |
| Stegent Equity Advisors, Inc. | 12,612 | $800.8K | 1.01% | −110−0.9% | Reduced |
| Cetera Advisor Networks LLC | 12,683 | $805.2K | 0.01% | +874+7.4% | Added |
| Integrated Wealth Concepts LLC | 12,786 | $811.8K | 0.01% | +317+2.5% | Added |
| Meiji Yasuda Life Insurance Co | 12,855 | $816.2K | 0.02% | −6,887−34.9% | Reduced |
| Pacer Advisors, Inc. | 12,917 | $820.1K | 0.00% | +324+2.6% | Added |
| Scotia Capital Inc. | 13,101 | $831.8K | 0.01% | +17+0.1% | Added |
| Cetera Investment Advisers | 13,247 | $841.1K | 0.01% | +1,347+11.3% | Added |
| Almanack Investment Partners, LLC. | 13,251 | $841.3K | 0.16% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 13,290 | $843.8K | 0.55% | +1,525+13.0% | Added |
| Pathstone Family Office, LLC | 13,324 | $848.4K | 0.01% | +7,498+128.7% | Added |
| Nordea Investment Management AB | 13,225 | $850.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,814 | $877.0K | 0.00% | −308−2.2% | Reduced |
| Resources Investment Advisors, LLC. | 13,834 | $878.3K | 0.02% | +8,036+138.6% | Added |
| Resonant Capital Advisors, LLC | 13,797 | $884.4K | 0.09% | +69+0.5% | Added |
| Resources Management Corp | 13,950 | $886.0K | 0.14% | +904+6.9% | Added |
| Trust Co of Vermont | 14,042 | $891.5K | 0.06% | −466−3.2% | Reduced |
| Hartford Investment Management Co | 14,125 | $896.8K | 0.04% | −551−3.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,242 | $904.2K | 0.54% | +997+7.5% | Added |
| Versor Investments LP | 14,321 | $909.2K | 0.18% | +7,805+119.8% | Added |
| Waverton Investment Management Ltd | 14,350 | $911.2K | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 14,441 | $916.9K | 0.03% | −2,281−13.6% | Reduced |
| Cornercap Investment Counsel Inc | 14,574 | $925.3K | 0.17% | +14,574 | New |
| Nilsine Partners, LLC | 14,575 | $925.4K | 0.14% | −4,694−24.4% | Reduced |
| D.A. Davidson & Co. | 14,938 | $948.5K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 15,192 | $964.5K | 0.03% | −487−3.1% | Reduced |
| Scholtz & Company, LLC | 15,195 | $965.0K | 0.64% | −12,405−44.9% | Reduced |
| Railway Pension Investments Ltd | 15,300 | $971.4K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 15,301 | $971.4K | 0.15% | +911+6.3% | Added |
| Steward Partners Investment Advisory, LLC | 15,337 | $973.8K | 0.01% | +2,123+16.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,380 | $976.5K | 0.06% | −308−2.0% | Reduced |
| Kentucky Retirement Systems | 15,669 | $994.8K | 0.03% | −476−2.9% | Reduced |
| Oregon Public Employees Retirement Fund | 15,778 | $1.00M | 0.01% | −894−5.4% | Reduced |
| Old Mission Capital LLC | 15,824 | $1.00M | 0.03% | +15,824 | New |
| Twin Capital Management Inc | 16,058 | $1.02M | 0.15% | −1,483−8.5% | Reduced |
| Maryland State Retirement & Pension System | 16,234 | $1.03M | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 16,433 | $1.04M | 0.03% | +16,433 | New |
| Ethic Inc. | 16,490 | $1.05M | 0.04% | +7,337+80.2% | Added |
| Grace & White Inc | 16,580 | $1.05M | 0.20% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 16,621 | $1.05M | 0.03% | +732+4.6% | Added |
| Personal Cfo Solutions, LLC | 16,772 | $1.06M | 0.21% | −10.0% | Reduced |
| GWM Advisors LLC | 16,942 | $1.08M | 0.01% | +15,256+904.9% | Added |
| Elgethun Capital Management | 17,100 | $1.08M | 0.32% | +202+1.2% | Added |
| DF Dent & Co Inc | 16,998 | $1.08M | 0.02% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 17,000 | $1.08M | 0.10% | +17,000 | New |
| Bleakley Financial Group, LLC | 17,096 | $1.09M | 0.04% | +20.0% | Added |
| Sawtooth Solutions, LLC | 17,096 | $1.09M | 0.03% | +386+2.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,214 | $1.09M | 0.02% | −49−0.3% | Reduced |
| Jefferies Financial Group Inc. | 17,313 | $1.10M | 0.03% | +17,313 | New |
| Elo Mutual Pension Insurance Co | 17,600 | $1.12M | 0.03% | +256+1.5% | Added |
| Lazard Asset Management LLC | 17,815 | $1.13M | 0.00% | +11,123+166.2% | Added |
| Banque Pictet & Cie SA | 18,334 | $1.16M | 0.01% | +1,501+8.9% | Added |
| Teachers Retirement System of the State of Kentucky | 18,436 | $1.17M | 0.01% | −33,991−64.8% | Reduced |
| Insight Inv LLC | 18,345 | $1.18M | 1.31% | +545+3.1% | Added |
| Crossmark Global Holdings, Inc. | 18,677 | $1.18M | 0.03% | +48+0.3% | Added |
| Eagle Asset Management Inc | 18,683 | $1.19M | 0.01% | +80+0.4% | Added |
| SG Americas Securities, LLC | 18,732 | $1.19M | 0.02% | −13,116−41.2% | Reduced |
| British Columbia Investment Management Corp | 18,909 | $1.20M | 0.01% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 19,232 | $1.22M | 0.08% | −796−4.0% | Reduced |
| JustInvest LLC | 19,454 | $1.24M | 0.04% | +459+2.4% | Added |
| Gulf International Bank (UK) Ltd | 19,611 | $1.25M | 0.04% | −1,650−7.8% | Reduced |
| MML Investors Services, LLC | 19,659 | $1.25M | 0.01% | −3,652−15.7% | Reduced |
| Applied Capital LLC | 19,832 | $1.26M | 1.25% | −289−1.4% | Reduced |
| Interval Partners, LP | 20,000 | $1.27M | 0.05% | −17,500−46.7% | Reduced |
| Pensionfund Sabic | 20,000 | $1.27M | 0.45% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 20,341 | $1.29M | 0.01% | −105,360−83.8% | Reduced |
| Dean Capital Management | 20,533 | $1.30M | 0.98% | +20,533 | New |
| Leavell Investment Management, Inc. | 20,593 | $1.32M | 0.09% | −1,000−4.6% | Reduced |
| CWM Advisors, LLC | 20,999 | $1.33M | 0.17% | −2,162−9.3% | Reduced |
| Citizens National Bank Trust Department | 21,900 | $1.39M | 0.38% | +1,180+5.7% | Added |
| Willow Creek Wealth Management Inc. | 21,928 | $1.39M | 0.21% | +10.0% | Added |
| First Republic Investment Management, Inc. | 22,106 | $1.40M | 0.00% | −2,220−9.1% | Reduced |
| Aquatic Capital Management LLC | 22,400 | $1.42M | 0.06% | −8,600−27.7% | Reduced |
| Achmea Investment Management B.V. | 22,499 | $1.43M | 0.03% | −27,882−55.3% | Reduced |
| Nissay Asset Management Corp | 22,696 | $1.44M | 0.01% | +533+2.4% | Added |
| Illinois Municipal Retirement Fund | 22,733 | $1.44M | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 24,484 | $1.55M | 0.02% | −9,782−28.5% | Reduced |
| Intrepid Capital Management Inc | 24,595 | $1.56M | 1.08% | +24,595 | New |
| Aurora Investment Counsel | 25,672 | $1.63M | 1.08% | +43+0.2% | Added |
| Raymond James Trust N.A. | 26,077 | $1.66M | 0.05% | +55+0.2% | Added |
| Beacon Pointe Advisors, LLC | 26,199 | $1.66M | 0.02% | +26,199 | New |
| CIBC Private Wealth Group, LLC | 26,543 | $1.69M | 0.00% | +272+1.0% | Added |
| STRS Ohio | 26,629 | $1.69M | 0.01% | −6,343−19.2% | Reduced |
| Agate Pass Investment Management, LLC | 26,975 | $1.71M | 1.16% | −756−2.7% | Reduced |
| Tower Research Capital LLC (TRC) | 27,105 | $1.72M | 0.05% | +12,636+87.3% | Added |
| Xponance, Inc. | 27,577 | $1.75M | 0.02% | +560+2.1% | Added |
| HRT Financial LP | 27,662 | $1.76M | 0.02% | −53,779−66.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 27,696 | $1.76M | 0.18% | +27,696 | New |