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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
Aviva PLC7,607$483.0K0.00%−198−2.5%Reduced
Ancora Advisors, LLC7,564$480.2K0.01%00.0%Unchanged
ING Groep NV7,541$478.8K0.00%−3,143−29.4%Reduced
Capula Management Ltd7,540$478.7K0.03%+7,540New
SRB Corp7,536$478.5K0.03%00.0%Unchanged
Kornitzer Capital Management Inc7,520$477.4K0.01%00.0%Unchanged
NCM Capital Management, LLC7,506$476.6K0.34%00.0%Unchanged
Symmetry Partners, LLC7,455$473.0K0.03%00.0%Unchanged
Gratus Capital LLC7,421$471.2K0.03%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC7,254$460.6K0.00%+7,254New
Empower Advisory Group, LLC7,200$457.1K0.00%+42+0.6%Added
FDx Advisors, Inc.7,097$451.0K0.04%−12,340−63.5%Reduced
Sciencast Management LP7,008$444.9K0.20%+7,008New
Kentucky Retirement Systems Insurance Trust Fund6,996$444.2K0.03%−212−2.9%Reduced
Granite Bay Wealth Management, LLC6,989$434.0K0.00%+6,989New
Kestra Advisory Services, LLC6,798$431.6K0.00%+900+15.3%Added
Nations Financial Group Inc,6,791$431.2K0.04%+6,791New
Gifford Fong Associates6,750$429.0K0.10%00.0%Unchanged
Empirical Finance, LLC6,747$428.4K0.03%+641+10.5%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
Empire Financial Management Company, LLC6,690$424.7K0.19%+100+1.5%Added
Hamilton Capital Partners Inc.6,615$420.0K0.15%+841+14.6%Added
Petrus Trust Company, LTA6,598$418.9K0.04%−5,048−43.3%Reduced
AE Wealth Management LLC6,535$414.9K0.00%+69+1.1%Added
AdvisorNet Financial, Inc6,535$414.9K0.04%−14−0.2%Reduced
CWS Financial Advisors, LLC6,517$413.8K0.17%+6,517New
Davenport & Co LLC6,510$413.3K0.00%+61+0.9%Added
Bradley Foster & Sargent Inc6,925$412.4K0.01%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.6,430$408.2K0.01%−593−8.4%Reduced
Northwestern Mutual Investment Management Company, LLC6,422$407.7K0.01%+87+1.4%Added
Cobblestone Capital Advisors LLC6,414$407.2K0.03%00.0%Unchanged
Eagle Harbor Asset Management Inc6,376$404.8K0.53%00.0%Unchanged
Park Avenue Securities LLC6,334$402.0K0.01%+6,334New
Glenmede Trust Co NA6,293$399.5K0.00%+982+18.5%Added
Wealthfront Advisers LLC6,292$399.5K0.00%+658+11.7%Added
TrinityPoint Wealth, LLC6,286$399.1K0.08%00.0%Unchanged
Fort Washington Investment Advisors Inc6,150$390.5K0.00%00.0%Unchanged
Lincoln National Corp6,091$386.7K0.01%+63+1.0%Added
Forum Financial Management, LP6,069$385.3K0.01%00.0%Unchanged
Citadel Investment Advisory, Inc.6,066$385.0K0.25%00.0%Unchanged
National Asset Management, Inc.6,006$385.0K0.01%−2,787−31.7%Reduced
We Are One Seven, LLC6,033$383.0K0.03%+6,033New
Matrix Private Capital Group LLC5,932$380.2K0.28%+8+0.1%Added
Snowden Capital Advisors LLC5,863$372.2K0.02%−65−1.1%Reduced
Argent Trust Co5,779$366.9K0.02%+188+3.4%Added
Wealth Alliance5,660$359.3K0.06%+145+2.6%Added
Quantinno Capital Management LP5,460$347.0K0.02%+1,588+41.0%Added
Alps Advisors Inc5,425$344.4K0.00%+356+7.0%Added
SYSTM Wealth Solutions LLC5,374$341.2K0.05%+1,251+30.3%Added
Fiduciary Alliance LLC5,195$329.8K0.08%+222+4.5%Added
EverSource Wealth Advisors, LLC5,189$329.4K0.03%−314−5.7%Reduced
Financiere des Professionnels - Fonds d,investissement inc.5,170$328.2K0.03%+5,170New
Avestar Capital, LLC5,109$327.5K0.05%+1,094+27.2%Added
Ritholtz Wealth Management5,076$322.3K0.01%−312−5.8%Reduced
Bard Financial Services, Inc.5,060$321.3K0.04%00.0%Unchanged
Private Trust Co NA5,034$319.6K0.04%−503−9.1%Reduced
Sage Capital Advisors,llc5,000$317.4K0.12%00.0%Unchanged
Vestcor Inc4,988$317.0K0.01%00.0%Unchanged
Tufton Capital Management4,950$314.3K0.07%−50−1.0%Reduced
Naples Global Advisors, LLC4,892$313.6K0.04%+4,892New
B. Metzler seel. Sohn & Co. AG4,938$313.5K0.00%00.0%Unchanged
Tectonic Advisors LLC4,923$312.6K0.03%+4,923New
Echo Street Capital Management LLC4,918$312.2K0.00%+922+23.1%Added
Fifth Third Bancorp4,903$311.3K0.00%+1,007+25.8%Added
Wealth Advisors of Iowa, LLC4,898$311.0K0.22%00.0%Unchanged
AXA S.A.4,772$303.0K0.00%−27,175−85.1%Reduced
Axq Capital, LP4,735$300.6K0.11%+4,735New
Greenleaf Trust4,685$297.5K0.00%+4,685New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,648$295.2K0.02%00.0%Unchanged
Baron Wealth Management LLC4,639$294.5K0.19%+34+0.7%Added
Romano Brothers and Company4,625$293.6K0.05%00.0%Unchanged
Ambassador Advisors, LLC4,239$291.6K0.07%+4,239New
Schechter Investment Advisors, LLC4,568$290.0K0.03%+81+1.8%Added
Aptus Capital Advisors, LLC4,559$289.5K0.01%−149−3.2%Reduced
Blair William & Co4,526$287.4K0.00%−697−13.3%Reduced
Keybank National Association4,517$286.8K0.00%−366−7.5%Reduced
Diligent Investors, LLC4,500$285.7K0.09%00.0%Unchanged
St. Johns Investment Management Company, LLC4,493$285.3K0.16%+1,368+43.8%Added
Eagle Ridge Investment Management4,483$284.6K0.03%00.0%Unchanged
Tokio Marine Asset Management Co Ltd4,470$283.8K0.02%+134+3.1%Added
Somerset Trust Co4,465$283.5K0.13%−44−1.0%Reduced
Axxcess Wealth Management, LLC4,422$280.8K0.01%+473+12.0%Added
Graham Capital Wealth Management, LLC4,685$279.0K0.66%00.0%Unchanged
Carmel Capital Partners, LLC4,304$273.3K0.12%+179+4.3%Added
Qsemble Capital Management, LP4,300$273.0K0.05%+4,300New
Platform Technology Partners4,260$270.5K0.13%+4,260New
IHT Wealth Management, LLC4,252$270.0K0.01%+311+7.9%Added
Coldstream Capital Management Inc4,245$269.5K0.01%+304+7.7%Added
CWA Asset Management Group, LLC4,220$267.9K0.02%+602+16.6%Added
Harbour Investments, Inc.4,219$267.9K0.01%+4,043+2,297.2%Added
Gyroscope Capital Management Group, LLC4,200$266.7K0.06%+600+16.7%Added
Skba Capital Management LLC4,130$262.2K0.05%+4,130New
Moody Lynn & Lieberson, LLC4,120$261.6K0.02%+4,120New
Silvercrest Asset Management Group LLC4,085$259.4K0.00%00.0%Unchanged
Clear Harbor Asset Management, LLC4,042$256.6K0.03%+10+0.2%Added
Ieq Capital, LLC4,001$254.0K0.01%+4,001New
M&R Capital Management Inc4,000$254.0K0.07%−276−6.5%Reduced
CoreCap Advisors, LLC3,890$247.0K0.02%−1,728−30.8%Reduced
Epoch Investment Partners, Inc.3,822$242.7K0.00%00.0%Unchanged