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, Q4 2023
Institutional positions in Berkley W R Corp as of Dec 31, 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
- 728
- +68 vs. Q3 2023
- Shares held
- 177.8M
- +4.48M (+2.6%) vs. Q3 2023
- Total value
- $12.6B
- +$1.53B (+13.8%) vs. Q3 2023
- New holders
- 122
- 250 more added
- Sold out
- 54
- 235 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 24,243,598 | $1.71B | 0.04% | −87,726−0.4% | Reduced |
| BlackRock Inc. | 16,362,425 | $1.16B | 0.03% | +2,758,561+20.3% | Added |
| Morgan Stanley | 12,581,520 | $889.8M | 0.08% | −483,704−3.7% | Reduced |
| State Street Corp | 10,894,551 | $770.5M | 0.04% | −213,624−1.9% | Reduced |
| Janus Henderson Group PLC | 7,973,202 | $563.9M | 0.34% | −252,011−3.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,013,442 | $496.0M | 1.24% | +194,318+2.8% | Added |
| Victory Capital Management Inc | 5,793,764 | $409.7M | 0.43% | +154,468+2.7% | Added |
| Geode Capital Management, LLC | 4,796,488 | $338.8M | 0.04% | +138,934+3.0% | Added |
| JPMorgan Chase & Co | 4,307,864 | $304.7M | 0.03% | +253,879+6.3% | Added |
| Norges Bank | 3,020,851 | $213.6M | 0.04% | −78,100−2.5% | Reduced |
| First Trust Advisors LP | 2,783,300 | $196.8M | 0.21% | −190,898−6.4% | Reduced |
| Invesco Ltd. | 2,691,156 | $190.3M | 0.05% | +318,703+13.4% | Added |
| APG Asset Management N.V. | 2,498,960 | $160.0M | 0.31% | +366,609+17.2% | Added |
| Northern Trust Corp | 2,041,442 | $144.4M | 0.03% | +39,594+2.0% | Added |
| 1832 Asset Management L.P. | 1,949,102 | $137.8M | 0.26% | −69,081−3.4% | Reduced |
| Dimensional Fund Advisors LP | 1,933,712 | $136.7M | 0.04% | +138,276+7.7% | Added |
| Polar Capital Holdings Plc | 1,907,500 | $134.9M | 0.94% | −17,500−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 1,904,555 | $134.7M | 0.08% | +898,027+89.2% | Added |
| Wells Fargo & Company | 1,797,235 | $127.1M | 0.04% | +5,973+0.3% | Added |
| Bank of America Corp | 1,753,695 | $124.0M | 0.01% | −7,554−0.4% | Reduced |
| Bank of New York Mellon Corp | 1,736,231 | $122.8M | 0.02% | −12,379−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,684,279 | $119.1M | 0.03% | +50,861+3.1% | Added |
| Legal & General Group Plc | 1,461,873 | $103.4M | 0.03% | −19,871−1.3% | Reduced |
| Goldman Sachs Group Inc | 1,396,565 | $98.8M | 0.02% | −88,741−6.0% | Reduced |
| Barclays PLC | 1,273,386 | $90.1M | 0.05% | +340,056+36.4% | Added |
| UBS Group AG | 1,261,200 | $89.2M | 0.04% | +458,840+57.2% | Added |
| California Public Employees Retirement System | 1,184,407 | $83.8M | 0.06% | +36,446+3.2% | Added |
| Los Angeles Capital Management LLC | 1,151,883 | $81.5M | 0.30% | +352,825+44.2% | Added |
| UBS Asset Management Americas Inc | 1,128,086 | $79.8M | 0.03% | +149,976+15.3% | Added |
| Royal Bank of Canada | 1,053,118 | $74.5M | 0.02% | +149,038+16.5% | Added |
| Caisse de Depot Et Placement du Quebec | 977,255 | $69.1M | 0.18% | +910,721+1,368.8% | Added |
| EULAV Asset Management | 969,260 | $68.5M | 2.12% | +24,000+2.5% | Added |
| Anchor Capital Advisors LLC | 964,858 | $68.2M | 1.80% | −71,153−6.9% | Reduced |
| HSBC Holdings PLC | 964,311 | $68.1M | 0.06% | +19,161+2.0% | Added |
| Confluence Investment Management LLC | 953,554 | $67.4M | 0.95% | −19,551−2.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 843,475 | $59.7M | 0.06% | +201,420+31.4% | Added |
| Wellington Management Group LLP | 834,593 | $59.0M | 0.01% | −79,268−8.7% | Reduced |
| Chilton Investment Co LLC | 790,698 | $55.9M | 1.65% | −25,821−3.2% | Reduced |
| Madison Asset Management, LLC | 768,850 | $54.4M | 0.74% | +21,521+2.9% | Added |
| Envestnet Asset Management Inc | 752,014 | $53.2M | 0.02% | −6,255−0.8% | Reduced |
| Raymond James & Associates | 749,007 | $53.0M | 0.04% | −20,016−2.6% | Reduced |
| Nuveen Asset Management, LLC | 732,659 | $51.8M | 0.02% | −121,840−14.3% | Reduced |
| Truist Financial Corp | 730,105 | $51.6M | 0.08% | +19,011+2.7% | Added |
| Boston Financial Mangement LLC | 676,106 | $47.8M | 1.62% | −21,521−3.1% | Reduced |
| Swiss National Bank | 644,175 | $45.6M | 0.03% | −26,900−4.0% | Reduced |
| Principal Financial Group Inc | 622,881 | $44.1M | 0.03% | +379,229+155.6% | Added |
| Amundi | 603,641 | $43.6M | 0.02% | +268,773+80.3% | Added |
| Brandes Investment Partners, LP | 577,245 | $40.8M | 0.62% | +112,011+24.1% | Added |
| Dundas Partners LLP | 571,073 | $40.4M | 3.52% | +6,288+1.1% | Added |
| Deutsche Bank AG | 538,696 | $38.1M | 0.02% | +50,156+10.3% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 543,015 | $38.1M | 0.52% | +543,015 | New |
| BloombergSen Inc. | 536,597 | $37.9M | 3.06% | −10,123−1.9% | Reduced |
| Maren Capital LLC | 536,134 | $37.9M | 4.86% | +536,134 | New |
| AQR Capital Management LLC | 535,466 | $37.7M | 0.07% | −67,985−11.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 519,624 | $36.7M | 0.03% | −18,292−3.4% | Reduced |
| Stifel Financial Corp | 515,640 | $36.5M | 0.05% | −74,976−12.7% | Reduced |
| Russell Investments Group, Ltd. | 461,656 | $32.6M | 0.06% | +12,901+2.9% | Added |
| Credit Suisse AG | 443,598 | $31.4M | 0.03% | −409,609−48.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 435,274 | $30.8M | 6.45% | −2,331−0.5% | Reduced |
| Rhumbline Advisers | 430,668 | $30.5M | 0.03% | −3,907−0.9% | Reduced |
| Allianz Asset Management GmbH | 401,758 | $28.4M | 0.05% | −16,816−4.0% | Reduced |
| American Century Companies Inc | 388,763 | $27.5M | 0.02% | +335,110+624.6% | Added |
| CI Private Wealth, LLC | 386,933 | $27.4M | 0.05% | +276,242+249.6% | Added |
| Allspring Global Investments Holdings, LLC | 386,750 | $27.4M | 0.05% | −71,974−15.7% | Reduced |
| National Pension Service | 354,136 | $25.0M | 0.03% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 352,332 | $24.9M | 0.03% | −20,110−5.4% | Reduced |
| TD Asset Management Inc | 345,777 | $24.5M | 0.02% | +65,922+23.6% | Added |
| California State Teachers Retirement System | 315,072 | $22.3M | 0.03% | −5,377−1.7% | Reduced |
| Teacher Retirement System of Texas | 312,607 | $22.1M | 0.15% | +54,016+20.9% | Added |
| Jacobs Levy Equity Management, Inc | 305,881 | $21.6M | 0.11% | −15,926−4.9% | Reduced |
| Prudential Financial Inc | 302,581 | $21.5M | 0.03% | +117,954+63.9% | Added |
| America First Investment Advisors, LLC | 288,749 | $20.4M | 5.34% | −553−0.2% | Reduced |
| Alliancebernstein L.P. | 286,340 | $20.2M | 0.01% | −2,258−0.8% | Reduced |
| Segall Bryant & Hamill, LLC | 277,972 | $19.7M | 0.38% | −223,827−44.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 275,229 | $19.5M | 0.35% | +275,229 | New |
| BNP Paribas Arbitrage, SA | 270,570 | $19.1M | 0.03% | +172,398+175.6% | Added |
| Price T Rowe Associates Inc | 269,821 | $19.1M | 0.00% | +7,547+2.9% | Added |
| Public Employees Retirement Association of Colorado | 269,817 | $19.1M | 0.09% | 00.0% | Unchanged |
| Man Group plc | 267,242 | $18.9M | 0.05% | – | – |
| CWM, LLC | 264,312 | $18.7M | 0.10% | −35,954−12.0% | Reduced |
| Wallington Asset Management, LLC | 263,900 | $18.7M | 3.15% | +3,272+1.3% | Added |
| Loomis Sayles & Co L P | 254,697 | $18.0M | 0.03% | +6,017+2.4% | Added |
| Driehaus Capital Management LLC | 252,464 | $17.9M | 0.22% | +252,464 | New |
| Worldquant Millennium Advisors LLC | 248,273 | $17.6M | 0.25% | −165,388−40.0% | Reduced |
| State Board of Administration of Florida Retirement System | 242,736 | $17.2M | 0.04% | +380.0% | Added |
| Stansberry Asset Management, LLC | 236,679 | $16.7M | 2.78% | +4,328+1.9% | Added |
| Citigroup Inc | 228,466 | $16.2M | 0.02% | +63,060+38.1% | Added |
| Philo Smith Capital Corp | 219,921 | $15.6M | 5.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 218,381 | $15.4M | 0.03% | +14,198+7.0% | Added |
| National Bank of Canada | 212,777 | $15.3M | 0.03% | +88,981+71.9% | Added |
| Churchill Management Corp | 216,353 | $15.3M | 0.24% | +216,353 | New |
| State of Tennessee, Treasury Department | 212,669 | $15.0M | 0.06% | −23,700−10.0% | Reduced |
| New York State Teachers Retirement System | 210,565 | $14.9M | 0.03% | −119−0.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 204,691 | $14.9M | 0.03% | +24,504+13.6% | Added |
| Natixis Advisors, L.P. | 206,788 | $14.6M | 0.04% | −2,293−1.1% | Reduced |
| Martingale Asset Management L P | 203,904 | $14.4M | 0.29% | −33,520−14.1% | Reduced |
| Ameriprise Financial Inc | 201,942 | $14.3M | 0.00% | −389−0.2% | Reduced |
| Townsend & Associates, Inc | 180,818 | $14.0M | 1.76% | +79,932+79.2% | Added |
| Speece Thorson Capital Group Inc | 196,845 | $13.9M | 2.85% | +901+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 195,929 | $13.9M | 0.03% | +51,143+35.3% | Added |