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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 18,677 | $1.18M | 0.03% | +48+0.3% | Added |
| Insight Inv LLC | 18,345 | $1.18M | 1.31% | +545+3.1% | Added |
| Teachers Retirement System of the State of Kentucky | 18,436 | $1.17M | 0.01% | −33,991−64.8% | Reduced |
| Banque Pictet & Cie SA | 18,334 | $1.16M | 0.01% | +1,501+8.9% | Added |
| Lazard Asset Management LLC | 17,815 | $1.13M | 0.00% | +11,123+166.2% | Added |
| Elo Mutual Pension Insurance Co | 17,600 | $1.12M | 0.03% | +256+1.5% | Added |
| Jefferies Financial Group Inc. | 17,313 | $1.10M | 0.03% | +17,313 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,214 | $1.09M | 0.02% | −49−0.3% | Reduced |
| 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 |
| Cumberland Partners Ltd | 17,000 | $1.08M | 0.10% | +17,000 | New |
| DF Dent & Co Inc | 16,998 | $1.08M | 0.02% | 00.0% | Unchanged |
| Elgethun Capital Management | 17,100 | $1.08M | 0.32% | +202+1.2% | Added |
| GWM Advisors LLC | 16,942 | $1.08M | 0.01% | +15,256+904.9% | Added |
| Personal Cfo Solutions, LLC | 16,772 | $1.06M | 0.21% | −10.0% | Reduced |
| Hantz Financial Services, Inc. | 16,621 | $1.05M | 0.03% | +732+4.6% | Added |
| Grace & White Inc | 16,580 | $1.05M | 0.20% | 00.0% | Unchanged |
| Ethic Inc. | 16,490 | $1.05M | 0.04% | +7,337+80.2% | Added |
| Empowered Funds, LLC | 16,433 | $1.04M | 0.03% | +16,433 | New |
| Maryland State Retirement & Pension System | 16,234 | $1.03M | 0.02% | 00.0% | Unchanged |
| Twin Capital Management Inc | 16,058 | $1.02M | 0.15% | −1,483−8.5% | Reduced |
| Old Mission Capital LLC | 15,824 | $1.00M | 0.03% | +15,824 | New |
| Oregon Public Employees Retirement Fund | 15,778 | $1.00M | 0.01% | −894−5.4% | Reduced |
| Kentucky Retirement Systems | 15,669 | $994.8K | 0.03% | −476−2.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,380 | $976.5K | 0.06% | −308−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,337 | $973.8K | 0.01% | +2,123+16.1% | Added |
| Advisor OS, LLC | 15,301 | $971.4K | 0.15% | +911+6.3% | Added |
| Railway Pension Investments Ltd | 15,300 | $971.4K | 0.01% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 15,195 | $965.0K | 0.64% | −12,405−44.9% | Reduced |
| Toroso Investments, LLC | 15,192 | $964.5K | 0.03% | −487−3.1% | Reduced |
| D.A. Davidson & Co. | 14,938 | $948.5K | 0.01% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 14,575 | $925.4K | 0.14% | −4,694−24.4% | Reduced |
| Cornercap Investment Counsel Inc | 14,574 | $925.3K | 0.17% | +14,574 | New |
| Securian Asset Management, Inc | 14,441 | $916.9K | 0.03% | −2,281−13.6% | Reduced |
| Waverton Investment Management Ltd | 14,350 | $911.2K | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 14,321 | $909.2K | 0.18% | +7,805+119.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,242 | $904.2K | 0.54% | +997+7.5% | Added |
| Hartford Investment Management Co | 14,125 | $896.8K | 0.04% | −551−3.8% | Reduced |
| Trust Co of Vermont | 14,042 | $891.5K | 0.06% | −466−3.2% | Reduced |
| Resources Management Corp | 13,950 | $886.0K | 0.14% | +904+6.9% | Added |
| Resonant Capital Advisors, LLC | 13,797 | $884.4K | 0.09% | +69+0.5% | Added |
| Resources Investment Advisors, LLC. | 13,834 | $878.3K | 0.02% | +8,036+138.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,814 | $877.0K | 0.00% | −308−2.2% | Reduced |
| Nordea Investment Management AB | 13,225 | $850.4K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 13,324 | $848.4K | 0.01% | +7,498+128.7% | Added |
| Fairfield, Bush & Co. | 13,290 | $843.8K | 0.55% | +1,525+13.0% | Added |
| Almanack Investment Partners, LLC. | 13,251 | $841.3K | 0.16% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,247 | $841.1K | 0.01% | +1,347+11.3% | Added |
| Scotia Capital Inc. | 13,101 | $831.8K | 0.01% | +17+0.1% | Added |
| Pacer Advisors, Inc. | 12,917 | $820.1K | 0.00% | +324+2.6% | Added |
| Meiji Yasuda Life Insurance Co | 12,855 | $816.2K | 0.02% | −6,887−34.9% | Reduced |
| Integrated Wealth Concepts LLC | 12,786 | $811.8K | 0.01% | +317+2.5% | Added |
| Cetera Advisor Networks LLC | 12,683 | $805.2K | 0.01% | +874+7.4% | Added |
| Stegent Equity Advisors, Inc. | 12,612 | $800.8K | 1.01% | −110−0.9% | Reduced |
| Louisiana State Employees Retirement System | 12,600 | $800.0K | 0.02% | +200+1.6% | Added |
| Procyon Private Wealth Partners, LLC | 12,167 | $772.5K | 0.08% | −168−1.4% | Reduced |
| iA Global Asset Management Inc. | 11,937 | $758.0K | 0.02% | −499−4.0% | Reduced |
| Connectus Wealth, LLC | 11,826 | $750.9K | 0.02% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 11,822 | $750.6K | 0.01% | +11,822 | New |
| HM Payson & Co | 11,494 | $729.8K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 11,301 | $717.5K | 0.01% | +1,643+17.0% | Added |
| Advisor Partners II, LLC | 11,248 | $714.1K | 0.03% | +2,636+30.6% | Added |
| YHB Investment Advisors, Inc. | 10,793 | $685.2K | 0.06% | 00.0% | Unchanged |
| SRN Advisors, LLC | 10,655 | $676.5K | 0.67% | +206+2.0% | Added |
| Parsons Capital Management Inc | 10,641 | $675.6K | 0.05% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 10,450 | $663.0K | 0.03% | +600+6.1% | Added |
| Wealth Quarterback LLC | 10,424 | $661.8K | 0.57% | +236+2.3% | Added |
| Duality Advisers, LP | 10,341 | $656.5K | 0.08% | +10,341 | New |
| Private Advisor Group, LLC | 10,174 | $645.9K | 0.01% | +3,172+45.3% | Added |
| Metis Global Partners, LLC | 10,086 | $640.4K | 0.03% | +1,136+12.7% | Added |
| US Bancorp | 10,066 | $639.6K | 0.00% | +916+10.0% | Added |
| LRT Capital Management, LLC | 10,025 | $636.5K | 0.44% | −17,312−63.3% | Reduced |
| Engineers Gate Manager LP | 9,979 | $633.6K | 0.02% | −9,619−49.1% | Reduced |
| Swedbank AB | 9,844 | $625.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,825 | $624.0K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 9,734 | $618.0K | 0.03% | +9,734 | New |
| Exchange Traded Concepts, LLC | 9,680 | $614.6K | 0.02% | +456+4.9% | Added |
| Claro Advisors LLC | 9,676 | $614.3K | 0.15% | +9,676 | New |
| LVW Advisors, LLC | 9,611 | $610.2K | 0.13% | −789−7.6% | Reduced |
| M&T Bank Corp | 9,231 | $586.1K | 0.00% | −9,269−50.1% | Reduced |
| Cipher Capital LP | 9,221 | $585.4K | 0.42% | −41,561−81.8% | Reduced |
| Gotham Asset Management, LLC | 9,079 | $576.4K | 0.01% | +5,040+124.8% | Added |
| Ballentine Partners, LLC | 9,033 | $573.5K | 0.01% | +27+0.3% | Added |
| Washington Capital Management Inc | 9,000 | $571.4K | 0.53% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 9,000 | $571.4K | 0.38% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 8,889 | $564.4K | 0.18% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 8,687 | $551.5K | 0.01% | −650−7.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 8,662 | $550.0K | 0.24% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 8,608 | $546.5K | 0.27% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 8,581 | $544.8K | 0.71% | −1,964−18.6% | Reduced |
| Metropolitan Life Insurance Co | 8,417 | $534.4K | 0.03% | −333−3.8% | Reduced |
| Cresset Asset Management, LLC | 8,121 | $520.4K | 0.00% | +394+5.1% | Added |
| Thompson Siegel & Walmsley LLC | 8,193 | $520.0K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 8,182 | $519.5K | 0.02% | −150−1.8% | Reduced |
| Balyasny Asset Management LLC | 8,132 | $516.3K | 0.00% | −31,698−79.6% | Reduced |
| Commerce Bank | 7,910 | $502.2K | 0.00% | +663+9.1% | Added |
| Umb Bank N A | 7,871 | $499.7K | 0.01% | −112−1.4% | Reduced |
| DFPG Investments, LLC | 7,351 | $495.6K | 0.05% | +7,351 | New |
| Veriti Management LLC | 7,805 | $495.6K | 0.06% | +335+4.5% | Added |
| Norinchukin Bank, The | 7,800 | $495.2K | 0.01% | −8,316−51.6% | Reduced |