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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 27,934 | $1.77M | 0.00% | −1,062−3.7% | Reduced |
| Mutual of America Capital Management LLC | 28,473 | $1.81M | 0.02% | −422−1.5% | Reduced |
| Ossiam | 28,506 | $1.81M | 0.03% | +7,106+33.2% | Added |
| Caldwell Trust Co | 28,774 | $1.83M | 0.25% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 29,101 | $1.85M | 0.02% | +553+1.9% | Added |
| CIBC Asset Management Inc | 29,183 | $1.85M | 0.01% | −431−1.5% | Reduced |
| Rockefeller Capital Management L.P. | 30,401 | $1.93M | 0.01% | −776−2.5% | Reduced |
| Macquarie Group Ltd | 30,537 | $1.94M | 0.00% | +1,210+4.1% | Added |
| Neuberger Berman Group LLC | 31,244 | $1.98M | 0.00% | +6,291+25.2% | Added |
| Ostrum Asset Management | 31,429 | $2.00M | 0.18% | +8,385+36.4% | Added |
| Sound View Wealth Advisors Group, LLC | 31,802 | $2.02M | 0.25% | +1,016+3.3% | Added |
| TD Private Client Wealth LLC | 32,312 | $2.05M | 0.09% | −4,990−13.4% | Reduced |
| CIBC World Markets Corp | 32,674 | $2.07M | 0.02% | −8,283−20.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 32,705 | $2.08M | 0.10% | −2,768−7.8% | Reduced |
| Quadrature Capital Ltd | 32,969 | $2.09M | 0.04% | −4,446−11.9% | Reduced |
| Prudential PLC | 34,077 | $2.16M | 0.03% | +996+3.0% | Added |
| Belpointe Asset Management LLC | 34,337 | $2.18M | 0.23% | +536+1.6% | Added |
| Tredje AP-fonden | 34,432 | $2.19M | 0.03% | −3,609−9.5% | Reduced |
| Dean Investment Associates, LLC | 34,603 | $2.20M | 0.36% | +7,860+29.4% | Added |
| Daiwa Securities Group Inc. | 34,655 | $2.20M | 0.02% | +2,577+8.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 34,679 | $2.20M | 0.00% | +2,868+9.0% | Added |
| Utah Retirement Systems | 34,901 | $2.22M | 0.03% | −1,600−4.4% | Reduced |
| Occudo Quantitative Strategies LP | 34,933 | $2.22M | 0.29% | −24,919−41.6% | Reduced |
| Advisory Services Network, LLC | 34,996 | $2.22M | 0.06% | +23,572+206.3% | Added |
| Alamar Capital Management, LLC | 35,122 | $2.23M | 2.11% | +3,607+11.4% | Added |
| Means Investment Co., Inc. | 35,224 | $2.24M | 0.37% | +56+0.2% | Added |
| Manchester Financial Inc | 35,268 | $2.24M | 0.66% | −701−1.9% | Reduced |
| Griffin Asset Management, Inc. | 35,479 | $2.25M | 0.32% | 00.0% | Unchanged |
| Czech National Bank | 35,557 | $2.26M | 0.04% | +11,786+49.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 35,972 | $2.28M | 1.72% | −2,400−6.3% | Reduced |
| Ameritas Investment Partners, Inc. | 36,189 | $2.30M | 0.09% | −2,839−7.3% | Reduced |
| KLCM Advisors, Inc. | 36,349 | $2.31M | 0.43% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 36,764 | $2.33M | 0.02% | +8,129+28.4% | Added |
| Creative Planning | 37,433 | $2.38M | 0.00% | −166−0.4% | Reduced |
| Verition Fund Management LLC | 37,531 | $2.38M | 0.03% | −16,374−30.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 37,971 | $2.41M | 0.04% | +34,015+859.8% | Added |
| Independent Advisor Alliance | 38,159 | $2.42M | 0.11% | +3,721+10.8% | Added |
| Mackenzie Financial Corp | 38,828 | $2.42M | 0.00% | +349+0.9% | Added |
| Robeco Institutional Asset Management B.V. | 38,491 | $2.44M | 0.01% | −9,403−19.6% | Reduced |
| DnB Asset Management AS | 38,825 | $2.46M | 0.01% | +2,237+6.1% | Added |
| Sepio Capital, LP | 39,157 | $2.49M | 0.21% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 39,820 | $2.53M | 0.02% | −140−0.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 40,500 | $2.57M | 0.03% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,906 | $2.60M | 0.02% | +5,886+16.8% | Added |
| Mariner, LLC | 41,199 | $2.62M | 0.01% | +9,116+28.4% | Added |
| State of Alaska, Department of Revenue | 41,362 | $2.63M | 0.03% | −525−1.3% | Reduced |
| Yousif Capital Management, LLC | 41,549 | $2.64M | 0.03% | −1,022−2.4% | Reduced |
| Texas Permanent School Fund | 42,039 | $2.67M | 0.03% | −69−0.2% | Reduced |
| Forsta Ap-Fonden | 42,600 | $2.70M | 0.03% | +29,700+230.2% | Added |
| Financial Strategies Group, Inc. | 40,972 | $2.71M | 0.85% | +40,972 | New |
| Atria Investments LLC | 43,321 | $2.75M | 0.05% | +7,656+21.5% | Added |
| Delphi Management Inc | 43,636 | $2.77M | 2.84% | +22,436+105.8% | Added |
| USS Investment Management Ltd | 43,658 | $2.77M | 0.03% | +8,072+22.7% | Added |
| ProShare Advisors LLC | 44,808 | $2.84M | 0.01% | −16,598−27.0% | Reduced |
| Spears Abacus Advisors LLC | 45,126 | $2.87M | 0.25% | −545−1.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 45,553 | $2.89M | 0.01% | +45,553 | New |
| IFM Investors Pty Ltd | 45,919 | $2.92M | 0.04% | +2,545+5.9% | Added |
| Retirement Systems of Alabama | 46,000 | $2.92M | 0.01% | +363+0.8% | Added |
| Vident Advisory, LLC | 46,435 | $2.95M | 0.09% | +46,435 | New |
| Asset Management Group, Inc. | 46,672 | $2.96M | 0.65% | +84+0.2% | Added |
| Putnam Investments LLC | 47,108 | $2.99M | 0.00% | −746−1.6% | Reduced |
| Handelsbanken Fonder AB | 47,655 | $3.03M | 0.02% | +6,865+16.8% | Added |
| Panagora Asset Management Inc | 47,692 | $3.03M | 0.02% | +30.0% | Added |
| Public Sector Pension Investment Board | 47,871 | $3.04M | 0.02% | +2,564+5.7% | Added |
| NewEdge Wealth, LLC | 49,149 | $3.12M | 0.10% | +4,197+9.3% | Added |
| Vestmark Advisory Solutions, Inc. | 49,149 | $3.12M | 0.23% | −56,676−53.6% | Reduced |
| Agf Management Ltd | 49,359 | $3.13M | 0.02% | +49,359 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 49,967 | $3.17M | 0.01% | −2,435−4.6% | Reduced |
| MetLife Investment Management | 50,298 | $3.19M | 0.02% | −898−1.8% | Reduced |
| Forte Capital LLC | 51,574 | $3.27M | 0.50% | +51,574 | New |
| HighTower Advisors, LLC | 51,581 | $3.28M | 0.01% | +4,073+8.6% | Added |
| Assetmark, Inc | 51,848 | $3.29M | 0.01% | +6,857+15.2% | Added |
| Wade G W & Inc | 51,917 | $3.30M | 0.12% | −10,000−16.2% | Reduced |
| Amalgamated Bank | 52,600 | $3.34M | 0.03% | +93+0.2% | Added |
| Stoneridge Investment Partners LLC | 52,900 | $3.36M | 1.59% | −2,597−4.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 53,000 | $3.36M | 0.02% | −50,476−48.8% | Reduced |
| American Century Companies Inc | 53,653 | $3.41M | 0.00% | +5,668+11.8% | Added |
| Tobam | 53,857 | $3.42M | 0.27% | −38,271−41.5% | Reduced |
| Annandale Capital, LLC | 54,853 | $3.48M | 1.04% | +4,832+9.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 54,917 | $3.49M | 0.01% | +3,345+6.5% | Added |
| American International Group, Inc. | 55,286 | $3.51M | 0.02% | −371−0.7% | Reduced |
| Butensky & Cohen Financial Security, Inc | 55,354 | $3.51M | 1.28% | +3,514+6.8% | Added |
| The PNC Financial Services Group, Inc. | 55,657 | $3.53M | 0.00% | +1,185+2.2% | Added |
| State of Michigan Retirement System | 55,746 | $3.54M | 0.02% | +500+0.9% | Added |
| Arizona State Retirement System | 56,916 | $3.61M | 0.03% | −601−1.0% | Reduced |
| PGGM Investments | 57,434 | $3.65M | 0.06% | −1,022−1.7% | Reduced |
| Renaissance Technologies LLC | 57,498 | $3.65M | 0.01% | −432,322−88.3% | Reduced |
| Standard Life Aberdeen plc | 59,538 | $3.78M | 0.01% | −9,739−14.1% | Reduced |
| Gamco Investors, Inc. Et Al | 60,634 | $3.85M | 0.04% | −1,700−2.7% | Reduced |
| Trexquant Investment LP | 60,737 | $3.86M | 0.10% | +14,695+31.9% | Added |
| Montag A & Associates Inc | 60,767 | $3.89M | 0.25% | −1,473−2.4% | Reduced |
| Nomura Asset Management Co Ltd | 62,135 | $3.94M | 0.02% | −9,588−13.4% | Reduced |
| Natixis | 62,848 | $3.99M | 0.03% | +28,194+81.4% | Added |
| Crestline Management, LP | 65,000 | $4.13M | 0.49% | +65,000 | New |
| Comerica Bank | 65,558 | $4.16M | 0.02% | −144,462−68.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 66,534 | $4.22M | 0.01% | +65,432+5,937.6% | Added |
| Captrust Financial Advisors | 66,857 | $4.24M | 0.02% | −10,516−13.6% | Reduced |
| Rafferty Asset Management, LLC | 68,277 | $4.33M | 0.03% | +3,840+6.0% | Added |
| Alaska Permanent Fund Corp | 70,645 | $4.49M | 0.08% | −5,228−6.9% | Reduced |
| Voya Investment Management LLC | 71,090 | $4.51M | 0.00% | −3,129−4.2% | Reduced |