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 |
|---|---|---|---|---|---|
| Agf Management Ltd | 49,359 | $3.13M | 0.02% | +49,359 | New |
| Vestmark Advisory Solutions, Inc. | 49,149 | $3.12M | 0.23% | −56,676−53.6% | Reduced |
| NewEdge Wealth, LLC | 49,149 | $3.12M | 0.10% | +4,197+9.3% | Added |
| Public Sector Pension Investment Board | 47,871 | $3.04M | 0.02% | +2,564+5.7% | Added |
| Panagora Asset Management Inc | 47,692 | $3.03M | 0.02% | +30.0% | Added |
| Handelsbanken Fonder AB | 47,655 | $3.03M | 0.02% | +6,865+16.8% | Added |
| Putnam Investments LLC | 47,108 | $2.99M | 0.00% | −746−1.6% | Reduced |
| Asset Management Group, Inc. | 46,672 | $2.96M | 0.65% | +84+0.2% | Added |
| Vident Advisory, LLC | 46,435 | $2.95M | 0.09% | +46,435 | New |
| Retirement Systems of Alabama | 46,000 | $2.92M | 0.01% | +363+0.8% | Added |
| IFM Investors Pty Ltd | 45,919 | $2.92M | 0.04% | +2,545+5.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 45,553 | $2.89M | 0.01% | +45,553 | New |
| Spears Abacus Advisors LLC | 45,126 | $2.87M | 0.25% | −545−1.2% | Reduced |
| ProShare Advisors LLC | 44,808 | $2.84M | 0.01% | −16,598−27.0% | Reduced |
| USS Investment Management Ltd | 43,658 | $2.77M | 0.03% | +8,072+22.7% | Added |
| Delphi Management Inc | 43,636 | $2.77M | 2.84% | +22,436+105.8% | Added |
| Atria Investments LLC | 43,321 | $2.75M | 0.05% | +7,656+21.5% | Added |
| Financial Strategies Group, Inc. | 40,972 | $2.71M | 0.85% | +40,972 | New |
| Forsta Ap-Fonden | 42,600 | $2.70M | 0.03% | +29,700+230.2% | Added |
| Texas Permanent School Fund | 42,039 | $2.67M | 0.03% | −69−0.2% | Reduced |
| Yousif Capital Management, LLC | 41,549 | $2.64M | 0.03% | −1,022−2.4% | Reduced |
| State of Alaska, Department of Revenue | 41,362 | $2.63M | 0.03% | −525−1.3% | Reduced |
| Mariner, LLC | 41,199 | $2.62M | 0.01% | +9,116+28.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,906 | $2.60M | 0.02% | +5,886+16.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 40,500 | $2.57M | 0.03% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 39,820 | $2.53M | 0.02% | −140−0.4% | Reduced |
| Sepio Capital, LP | 39,157 | $2.49M | 0.21% | 00.0% | Unchanged |
| DnB Asset Management AS | 38,825 | $2.46M | 0.01% | +2,237+6.1% | Added |
| Robeco Institutional Asset Management B.V. | 38,491 | $2.44M | 0.01% | −9,403−19.6% | Reduced |
| Mackenzie Financial Corp | 38,828 | $2.42M | 0.00% | +349+0.9% | Added |
| Independent Advisor Alliance | 38,159 | $2.42M | 0.11% | +3,721+10.8% | Added |
| O'Shaughnessy Asset Management, LLC | 37,971 | $2.41M | 0.04% | +34,015+859.8% | Added |
| Verition Fund Management LLC | 37,531 | $2.38M | 0.03% | −16,374−30.4% | Reduced |
| Creative Planning | 37,433 | $2.38M | 0.00% | −166−0.4% | Reduced |
| Guggenheim Capital LLC | 36,764 | $2.33M | 0.02% | +8,129+28.4% | Added |
| KLCM Advisors, Inc. | 36,349 | $2.31M | 0.43% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 36,189 | $2.30M | 0.09% | −2,839−7.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 35,972 | $2.28M | 1.72% | −2,400−6.3% | Reduced |
| Czech National Bank | 35,557 | $2.26M | 0.04% | +11,786+49.6% | Added |
| Griffin Asset Management, Inc. | 35,479 | $2.25M | 0.32% | 00.0% | Unchanged |
| Manchester Financial Inc | 35,268 | $2.24M | 0.66% | −701−1.9% | Reduced |
| Means Investment Co., Inc. | 35,224 | $2.24M | 0.37% | +56+0.2% | Added |
| Alamar Capital Management, LLC | 35,122 | $2.23M | 2.11% | +3,607+11.4% | Added |
| Advisory Services Network, LLC | 34,996 | $2.22M | 0.06% | +23,572+206.3% | Added |
| Occudo Quantitative Strategies LP | 34,933 | $2.22M | 0.29% | −24,919−41.6% | Reduced |
| Utah Retirement Systems | 34,901 | $2.22M | 0.03% | −1,600−4.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 34,679 | $2.20M | 0.00% | +2,868+9.0% | Added |
| Daiwa Securities Group Inc. | 34,655 | $2.20M | 0.02% | +2,577+8.0% | Added |
| Dean Investment Associates, LLC | 34,603 | $2.20M | 0.36% | +7,860+29.4% | Added |
| Tredje AP-fonden | 34,432 | $2.19M | 0.03% | −3,609−9.5% | Reduced |
| Belpointe Asset Management LLC | 34,337 | $2.18M | 0.23% | +536+1.6% | Added |
| Prudential PLC | 34,077 | $2.16M | 0.03% | +996+3.0% | Added |
| Quadrature Capital Ltd | 32,969 | $2.09M | 0.04% | −4,446−11.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 32,705 | $2.08M | 0.10% | −2,768−7.8% | Reduced |
| CIBC World Markets Corp | 32,674 | $2.07M | 0.02% | −8,283−20.2% | Reduced |
| TD Private Client Wealth LLC | 32,312 | $2.05M | 0.09% | −4,990−13.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 31,802 | $2.02M | 0.25% | +1,016+3.3% | Added |
| Ostrum Asset Management | 31,429 | $2.00M | 0.18% | +8,385+36.4% | Added |
| Neuberger Berman Group LLC | 31,244 | $1.98M | 0.00% | +6,291+25.2% | Added |
| Macquarie Group Ltd | 30,537 | $1.94M | 0.00% | +1,210+4.1% | Added |
| Rockefeller Capital Management L.P. | 30,401 | $1.93M | 0.01% | −776−2.5% | Reduced |
| CIBC Asset Management Inc | 29,183 | $1.85M | 0.01% | −431−1.5% | Reduced |
| New York Life Investment Management LLC | 29,101 | $1.85M | 0.02% | +553+1.9% | Added |
| Caldwell Trust Co | 28,774 | $1.83M | 0.25% | 00.0% | Unchanged |
| Ossiam | 28,506 | $1.81M | 0.03% | +7,106+33.2% | Added |
| Mutual of America Capital Management LLC | 28,473 | $1.81M | 0.02% | −422−1.5% | Reduced |
| Franklin Resources Inc | 27,934 | $1.77M | 0.00% | −1,062−3.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 27,696 | $1.76M | 0.18% | +27,696 | New |
| HRT Financial LP | 27,662 | $1.76M | 0.02% | −53,779−66.0% | Reduced |
| Xponance, Inc. | 27,577 | $1.75M | 0.02% | +560+2.1% | Added |
| Tower Research Capital LLC (TRC) | 27,105 | $1.72M | 0.05% | +12,636+87.3% | Added |
| Agate Pass Investment Management, LLC | 26,975 | $1.71M | 1.16% | −756−2.7% | Reduced |
| STRS Ohio | 26,629 | $1.69M | 0.01% | −6,343−19.2% | Reduced |
| CIBC Private Wealth Group, LLC | 26,543 | $1.69M | 0.00% | +272+1.0% | Added |
| Beacon Pointe Advisors, LLC | 26,199 | $1.66M | 0.02% | +26,199 | New |
| Raymond James Trust N.A. | 26,077 | $1.66M | 0.05% | +55+0.2% | Added |
| Aurora Investment Counsel | 25,672 | $1.63M | 1.08% | +43+0.2% | Added |
| Intrepid Capital Management Inc | 24,595 | $1.56M | 1.08% | +24,595 | New |
| Lido Advisors, LLC | 24,484 | $1.55M | 0.02% | −9,782−28.5% | Reduced |
| Illinois Municipal Retirement Fund | 22,733 | $1.44M | 0.03% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 22,696 | $1.44M | 0.01% | +533+2.4% | Added |
| Achmea Investment Management B.V. | 22,499 | $1.43M | 0.03% | −27,882−55.3% | Reduced |
| Aquatic Capital Management LLC | 22,400 | $1.42M | 0.06% | −8,600−27.7% | Reduced |
| First Republic Investment Management, Inc. | 22,106 | $1.40M | 0.00% | −2,220−9.1% | Reduced |
| Willow Creek Wealth Management Inc. | 21,928 | $1.39M | 0.21% | +10.0% | Added |
| Citizens National Bank Trust Department | 21,900 | $1.39M | 0.38% | +1,180+5.7% | Added |
| CWM Advisors, LLC | 20,999 | $1.33M | 0.17% | −2,162−9.3% | Reduced |
| Leavell Investment Management, Inc. | 20,593 | $1.32M | 0.09% | −1,000−4.6% | Reduced |
| Dean Capital Management | 20,533 | $1.30M | 0.98% | +20,533 | New |
| Schonfeld Strategic Advisors LLC | 20,341 | $1.29M | 0.01% | −105,360−83.8% | Reduced |
| Pensionfund Sabic | 20,000 | $1.27M | 0.45% | 00.0% | Unchanged |
| Interval Partners, LP | 20,000 | $1.27M | 0.05% | −17,500−46.7% | Reduced |
| Applied Capital LLC | 19,832 | $1.26M | 1.25% | −289−1.4% | Reduced |
| MML Investors Services, LLC | 19,659 | $1.25M | 0.01% | −3,652−15.7% | Reduced |
| Gulf International Bank (UK) Ltd | 19,611 | $1.25M | 0.04% | −1,650−7.8% | Reduced |
| JustInvest LLC | 19,454 | $1.24M | 0.04% | +459+2.4% | Added |
| Highland Capital Management, LLC | 19,232 | $1.22M | 0.08% | −796−4.0% | Reduced |
| British Columbia Investment Management Corp | 18,909 | $1.20M | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 18,732 | $1.19M | 0.02% | −13,116−41.2% | Reduced |
| Eagle Asset Management Inc | 18,683 | $1.19M | 0.01% | +80+0.4% | Added |