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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, 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.

Institutional holdersQ4 2023: 728 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 heldQ4 2023: $12.6B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q3 2023.

Institutions holding WRB in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0New
SOA Wealth Advisors, LLC.1$720.00%00.0%Unchanged
Colonial Trust Advisors2$1410.00%00.0%Unchanged
Larson Financial Group LLC2$1410.00%+2New
Valued Wealth Advisors LLC4$2570.00%+4New
Whittier Trust Co of Nevada Inc4$2820.00%−440−99.1%Reduced
Wolff Wiese Magana LLC5$3540.00%00.0%Unchanged
Sofos Investments, Inc.4$4310.00%00.0%Unchanged
Tfo-TDC, LLC8$5660.00%00.0%Unchanged
JJJ Advisors Inc.9$6370.00%00.0%Unchanged
Sachetta, LLC11$7780.00%+11New
GW&K Investment Management, LLC12$1.00K0.00%00.0%Unchanged
Avion Wealth17$1.00K0.00%00.0%Unchanged
Valley National Advisers Inc15$1.00K0.00%+15New
Dunhill Financial, LLC15$1.03K0.00%+15New
Jackson, Grant Investment Advisers, Inc.16$1.13K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton16$1.13K0.00%00.0%Unchanged
Gradient Investments LLC22$1.56K0.00%00.0%Unchanged
Creative Financial Designs Inc25$1.78K0.00%+25New
Psagot Value Holdings Ltd. / (Israel)35$2.00K0.00%00.0%Unchanged
First PREMIER Bank29$2.00K0.00%+29New
Provenance Wealth Advisors, LLC29$2.05K0.00%+29New
Arlington Trust Co LLC31$2.19K0.00%+31New
DiNuzzo Private Wealth, Inc.33$2.33K0.00%+33New
Annis Gardner Whiting Capital Advisors, LLC34$2.40K0.00%00.0%Unchanged
West Branch Capital LLC35$2.48K0.00%+35New
Raffa Wealth Management, LLC36$2.55K0.00%00.0%Unchanged
Manchester Capital Management LLC39$2.76K0.00%−3−7.1%Reduced
Beacon Capital Management, LLC44$2.78K0.00%00.0%Unchanged
SJS Investment Consulting Inc.42$2.97K0.00%+7+20.0%Added
Baystate Wealth Management LLC42$3.00K0.00%+42New
Copeland Capital Management, LLC46$3.23K0.00%00.0%Unchanged
Laffer Tengler Investments46$3.25K0.00%+46New
RFP Financial Group LLC50$3.54K0.00%00.0%Unchanged
MCF Advisors LLC52$3.68K0.00%−50−49.0%Reduced
Abich Financial Wealth Management LLC54$3.82K0.00%+54New
MV Capital Management, Inc.55$3.89K0.00%+2+3.8%Added
VisionPoint Advisory Group, LLC59$4.17K0.00%−363−86.0%Reduced
Sound Income Strategies, LLC68$4.81K0.00%+68New
Aspire Private Capital, LLC69$4.88K0.00%−6−8.0%Reduced
REAP Financial Group, LLC72$5.07K0.00%+72New
Cherry Tree Wealth Management, LLC72$5.09K0.00%00.0%Unchanged
Archer Investment Corp73$5.16K0.00%00.0%Unchanged
Abound Wealth Management75$5.30K0.00%00.0%Unchanged
Tyler-Stone Wealth Management86$6.08K0.00%00.0%Unchanged
DT Investment Partners, LLC75$6.12K0.00%00.0%Unchanged
Clear Street Markets LLC100$7.00K0.00%+100New
Global Wealth Strategies & Associates107$7.57K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC109$7.71K0.00%00.0%Unchanged
Versant Capital Management, Inc120$8.49K0.00%−99−45.2%Reduced
Jones Financial Companies LLLP126$8.91K0.00%+126New
Asset Dedication, LLC133$9.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc136$9.62K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.145$10.3K0.00%00.0%Unchanged
Bokf, NA155$11.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC156$11.0K0.00%+16+11.4%Added
Pittenger & Anderson Inc175$12.4K0.00%00.0%Unchanged
Zions Bancorporation, N.A.178$12.6K0.00%+7+4.1%Added
Hexagon Capital Partners LLC179$12.7K0.00%00.0%Unchanged
Colonial Trust Co187$13.2K0.00%+31+19.9%Added
Covestor Ltd200$14.0K0.01%+2+1.0%Added
Private Wealth Management Group, LLC200$14.1K0.01%+200New
Armstrong Advisory Group, Inc201$14.2K0.00%+1+0.5%Added
Brown Brothers Harriman & Co202$14.3K0.00%+37+22.4%Added
Quarry LP217$15.3K0.01%−650−75.0%Reduced
Park Place Capital Corp218$15.4K0.01%+43+24.6%Added
Frazier Financial Advisors, LLC225$15.9K0.01%+225New
Huntington National Bank227$16.1K0.00%+113+99.1%Added
Financial Management Professionals, Inc.244$17.0K0.00%+214+713.3%Added
CVA Family Office, LLC260$18.4K0.00%+260New
Turtle Creek Wealth Advisors, LLC263$18.6K0.01%+263New
LM Advisors LLC263$18.6K0.00%+263New
Bogart Wealth, LLC265$18.7K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators268$19.0K0.01%−81−23.2%Reduced
Prestige Wealth Management Group LLC268$19.0K0.00%+40+17.5%Added
Rothschild Investment LLC296$20.9K0.00%+296New
Caitlin John, LLC314$22.2K0.02%+314New
SRS Capital Advisors, Inc.315$22.3K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt331$23.4K0.00%00.0%Unchanged
Spire Wealth Management316$23.8K0.00%00.0%Unchanged
Raleigh Capital Management Inc.345$24.4K0.01%−69−16.7%Reduced
NBC Securities, Inc.367$25.0K0.00%−18−4.7%Reduced
Glassman Wealth Services357$25.2K0.00%+197+123.1%Added
Bruce G. Allen Investments, LLC357$25.2K0.02%+357New
Venturi Wealth Management, LLC371$26.2K0.00%+22+6.3%Added
BKM Wealth Management, LLC378$26.7K0.01%+378New
First Horizon Advisors, Inc.409$28.9K0.00%−157−27.7%Reduced
FinTrust Capital Advisors, LLC411$29.0K0.01%+2+0.5%Added
Trust Co438$31.0K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.450$31.8K0.02%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.387$31.9K0.02%+387New
Hoese & Co LLP450$32.6K0.03%00.0%Unchanged
PFS Partners, LLC472$33.4K0.02%+8+1.7%Added
Global Retirement Partners, LLC476$34.9K0.00%−237−33.2%Reduced
Neo Ivy Capital Management493$35.0K0.08%+493New
Rakuten Investment Management, Inc.506$35.6K0.00%+506New
Westpac Banking Corp522$36.9K0.00%00.0%Unchanged
Massmutual Trust Co FSB533$37.7K0.00%−108−16.8%Reduced
Planning Capital Management Corp536$37.9K0.03%+536New
Pinnacle Bancorp, Inc.553$39.1K0.01%00.0%Unchanged