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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 283 | $18.0K | 0.00% | +283 | New |
| Bogart Wealth, LLC | 265 | $16.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 240 | $15.2K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 228 | $14.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 219 | $13.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 198 | $13.0K | 0.01% | −1,062−84.3% | Reduced |
| Armstrong Advisory Group, Inc | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 188 | $11.9K | 0.01% | +8+4.4% | Added |
| Hexagon Capital Partners LLC | 179 | $11.4K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 175 | $11.1K | 0.00% | −2,200−92.6% | Reduced |
| Park Place Capital Corp | 175 | $11.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 171 | $10.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 165 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 155 | $10.4K | 0.00% | +147+1,837.5% | Added |
| Glassman Wealth Services | 160 | $10.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 156 | $9.90K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 145 | $9.21K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 142 | $9.02K | 0.00% | +142 | New |
| Clearstead Advisors, LLC | 140 | $8.89K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 136 | $8.63K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 114 | $7.24K | 0.00% | −3−2.6% | Reduced |
| Rocky Mountain Advisers, LLC | 109 | $6.92K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 107 | $6.79K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 102 | $6.48K | 0.00% | +50+96.2% | Added |
| Concord Wealth Partners | 99 | $6.29K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 102 | $6.00K | 0.00% | +102 | New |
| Earnest Partners LLC | 90 | $5.71K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 86 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 85 | $5.00K | 0.00% | +85 | New |
| Abound Wealth Management | 75 | $4.76K | 0.00% | −12−13.8% | Reduced |
| DT Investment Partners, LLC | 75 | $4.76K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 75 | $4.76K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 73 | $4.63K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 73 | $4.63K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 72 | $4.57K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 53 | $3.37K | 0.00% | +6+12.8% | Added |
| RFP Financial Group LLC | 50 | $3.17K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 46 | $2.90K | 0.00% | −64−58.2% | Reduced |
| Manchester Capital Management LLC | 42 | $2.67K | 0.00% | +34+425.0% | Added |
| Beacon Capital Management, LLC | 44 | $2.61K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $2.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $2.29K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $2.22K | 0.00% | +4+12.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 34 | $2.18K | 0.00% | +34 | New |
| Financial Management Professionals, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 35 | $2.00K | 0.00% | +35 | New |
| Baker Avenue Asset Management, LP | 30 | $1.91K | 0.00% | +7+30.4% | Added |
| C M Bidwell & Associates Ltd | 27 | $1.71K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 25 | $1.59K | 0.00% | +25 | New |
| Missouri Trust & Investment Co | 24 | $1.52K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 24 | $1.52K | 0.00% | +24 | New |
| Gradient Investments LLC | 22 | $1.40K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 19 | $1.21K | 0.00% | +19 | New |
| PEAK6 Investments LLC | 18 | $1.14K | 0.00% | −15,903−99.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 16 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 16 | $1.02K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | +8+88.9% | Added |
| JJJ Advisors Inc. | 9 | $572 | 0.00% | +4+80.0% | Added |
| Bell Investment Advisors, Inc | 8 | $508 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 8 | $476 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4 | $406 | 0.00% | −56−93.3% | Reduced |
| Wolff Wiese Magana LLC | 5 | $318 | 0.00% | +5 | New |
| Colonial Trust Advisors | 2 | $127 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $64 | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −334,323−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −259,509−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −156,200−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −127,172−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −124,750−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −107,689−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −89,913−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −83,794−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −74,582−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −58,261−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −52,939−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −38,746−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −35,847−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −32,828−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −32,189−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −28,172−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −21,511−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −21,472−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −21,210−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −19,344−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −18,391−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −18,379−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,906−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −12,205−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −12,064−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −8,893−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,270−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −8,269−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,033−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,847−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −7,603−100.0% | Sold out |