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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 3,758 | $239.7K | 0.02% | +233+6.6% | Added |
| Coastline Trust Co | 3,748 | $238.0K | 0.04% | −515−12.1% | Reduced |
| Numerai GP LLC | 3,746 | $237.8K | 0.08% | −95,411−96.2% | Reduced |
| Brown Advisory Inc | 3,733 | $237.0K | 0.00% | +4+0.1% | Added |
| Financial Security Advisor, Inc. | 3,690 | $236.5K | 0.11% | +3,690 | New |
| MJP Associates Inc | 3,658 | $232.2K | 0.07% | +3,658 | New |
| Centiva Capital, LP | 3,607 | $229.0K | 0.01% | +3,607 | New |
| IFG Advisory, LLC | 3,584 | $227.5K | 0.02% | +3,584 | New |
| Osterweis Capital Management Inc | 3,527 | $223.9K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,499 | $222.5K | 0.01% | −422−10.8% | Reduced |
| Prelude Capital Management, LLC | 3,457 | $219.5K | 0.02% | +3,457 | New |
| Gallacher Capital Management LLC | 3,417 | $216.9K | 0.14% | −2,792−45.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,417 | $216.9K | 0.01% | +2+0.1% | Added |
| Private Wealth Advisors | 3,381 | $214.7K | 0.09% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,381 | $214.7K | 0.00% | −178−5.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,404 | $214.2K | 0.17% | +3,404 | New |
| Signaturefd, LLC | 3,336 | $211.8K | 0.01% | +1,010+43.4% | Added |
| Keebeck Alpha, LP | 3,331 | $211.5K | 0.21% | +3,331 | New |
| Eagle Bay Advisors LLC | 3,330 | $211.4K | 0.10% | +1,347+67.9% | Added |
| Cornerstone Investment Partners, LLC | 3,318 | $210.7K | 0.01% | +3,318 | New |
| Monticello Wealth Management, LLC | 3,316 | $210.5K | 0.02% | +3,316 | New |
| Column Capital Advisors, LLC | 3,285 | $208.6K | 0.03% | −130−3.8% | Reduced |
| Ingalls & Snyder LLC | 3,214 | $204.0K | 0.01% | +3,214 | New |
| Buckingham Strategic Partners | 3,210 | $203.9K | 0.01% | +3,210 | New |
| Vontobel Holding Ltd. | 3,166 | $201.0K | 0.00% | +3,166 | New |
| Ci Investments Inc. | 3,084 | $196.0K | 0.00% | +47+1.5% | Added |
| Horizon Investments, LLC | 2,956 | $187.7K | 0.01% | +38+1.3% | Added |
| LGT Financial Advisors LLC | 2,925 | $185.7K | 0.24% | +2,925 | New |
| Global Wealth Management Investment Advisory, Inc. | 2,887 | $183.3K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,861 | $181.6K | 0.00% | +237+9.0% | Added |
| Banque Cantonale Vaudoise | 2,847 | $180.0K | 0.01% | −1,659−36.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,809 | $178.0K | 0.00% | +744+36.0% | Added |
| Iron Horse Wealth Management, LLC | 2,744 | $174.2K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 2,733 | $173.5K | 0.04% | −117−4.1% | Reduced |
| Simplex Trading, LLC | 2,543 | $161.0K | 0.01% | −1,897−42.7% | Reduced |
| Erste Asset Management GmbH | 2,400 | $156.1K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,445 | $155.2K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,377 | $150.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2,265 | $143.8K | 0.00% | −640,721−99.6% | Reduced |
| Whittier Trust Co | 2,265 | $143.8K | 0.00% | +274+13.8% | Added |
| IFP Advisors, Inc | 2,184 | $138.7K | 0.01% | +4+0.2% | Added |
| Penserra Capital Management LLC | 2,195 | $138.0K | 0.00% | −111−4.8% | Reduced |
| Quadrant Capital Group LLC | 2,106 | $133.7K | 0.01% | +481+29.6% | Added |
| Bessemer Group Inc | 2,029 | $128.0K | 0.00% | −4−0.2% | Reduced |
| Credit Agricole S A | 1,913 | $121.5K | 0.00% | +1,913 | New |
| Heritage Wealth Advisors | 1,909 | $121.2K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,862 | $118.2K | 0.01% | −628−25.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,574 | $99.9K | 0.00% | −634−28.7% | Reduced |
| UniSuper Management Pty Ltd | 1,500 | $95.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,407 | $89.4K | 0.00% | +501+55.3% | Added |
| Cambridge Trust Co | 1,300 | $82.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,350 | $81.0K | 0.00% | +413+44.1% | Added |
| Acadian Asset Management LLC | 1,270 | $80.0K | 0.00% | −40−3.1% | Reduced |
| JFS Wealth Advisors, LLC | 1,224 | $77.7K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,181 | $75.0K | 0.04% | −161−12.0% | Reduced |
| Proequities, Inc. | 1,164 | $74.6K | 0.01% | +71+6.5% | Added |
| Leonteq Securities AG | 1,105 | $70.2K | 0.01% | +1,091+7,792.9% | Added |
| Tradition Wealth Management, LLC | 1,095 | $70.0K | 0.01% | +2+0.2% | Added |
| AXS Investments LLC | 1,100 | $69.8K | 0.02% | +1,100 | New |
| West Paces Advisors Inc. | 1,090 | $69.2K | 0.02% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,040 | $66.0K | 0.07% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 976 | $63.0K | 0.00% | −789−44.7% | Reduced |
| Benjamin Edwards Inc | 984 | $62.0K | 0.01% | +339+52.6% | Added |
| Allworth Financial LP | 953 | $60.5K | 0.00% | +538+129.6% | Added |
| Cary Street Partner Investment Advisory LLC | 927 | $58.9K | 0.00% | +927 | New |
| Geneos Wealth Management Inc. | 915 | $58.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 900 | $57.1K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 900 | $57.1K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 867 | $55.0K | 0.04% | +349+67.4% | Added |
| Quent Capital, LLC | 848 | $53.9K | 0.01% | −2−0.2% | Reduced |
| Spotlight Asset Group, Inc. | 778 | $49.4K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 713 | $45.2K | 0.00% | +44+6.6% | Added |
| Duncker Streett & Co Inc | 675 | $42.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 662 | $42.0K | 0.00% | −365−35.5% | Reduced |
| Capital Advisors, Ltd. LLC | 669 | $42.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 641 | $40.7K | 0.00% | +123+23.7% | Added |
| Farther Finance Advisors, LLC | 626 | $39.7K | 0.01% | +130+26.2% | Added |
| First Manhattan Co | 586 | $37.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 566 | $36.0K | 0.00% | −16−2.7% | Reduced |
| Pinnacle Bancorp, Inc. | 553 | $35.1K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 522 | $33.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 464 | $29.4K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 450 | $28.6K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 450 | $28.6K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 444 | $28.2K | 0.00% | −27−5.7% | Reduced |
| Trust Co | 438 | $27.8K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 428 | $27.2K | 0.00% | −1,053−71.1% | Reduced |
| VisionPoint Advisory Group, LLC | 422 | $26.8K | 0.01% | +422 | New |
| Raleigh Capital Management Inc. | 414 | $26.3K | 0.01% | +236+132.6% | Added |
| FinTrust Capital Advisors, LLC | 409 | $26.0K | 0.01% | −2,499−85.9% | Reduced |
| Parkside Financial Bank & Trust | 406 | $25.8K | 0.01% | +209+106.1% | Added |
| NBC Securities, Inc. | 385 | $24.0K | 0.00% | +385 | New |
| Venturi Wealth Management, LLC | 349 | $22.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 349 | $22.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 340 | $21.6K | 0.00% | +84+32.8% | Added |
| Federated Hermes, Inc. | 338 | $21.5K | 0.00% | −4,902−93.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 331 | $21.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 316 | $20.1K | 0.00% | −346−52.3% | Reduced |
| SRS Capital Advisors, Inc. | 315 | $20.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 310 | $19.7K | 0.00% | 00.0% | Unchanged |