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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 580 | $41.0K | 0.00% | +240+70.6% | Added |
| First Manhattan Co | 586 | $41.4K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 639 | $45.2K | 0.04% | +639 | New |
| Central Trust Co | 662 | $46.8K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 667 | $47.1K | 0.01% | −4,707−87.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 674 | $47.7K | 0.01% | +674 | New |
| Duncker Streett & Co Inc | 675 | $47.7K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 778 | $49.4K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 704 | $50.0K | 0.01% | +35+5.2% | Added |
| Parkside Financial Bank & Trust | 718 | $50.8K | 0.01% | +312+76.8% | Added |
| ORG Partners LLC | 740 | $52.3K | 0.01% | +740 | New |
| Fortitude Family Office, LLC | 827 | $58.5K | 0.04% | +827 | New |
| Criterion Capital Advisors, LLC | 830 | $58.7K | 0.04% | +830 | New |
| Quent Capital, LLC | 853 | $60.3K | 0.01% | +5+0.6% | Added |
| Farther Finance Advisors, LLC | 859 | $60.7K | 0.00% | +233+37.2% | Added |
| Leonteq Securities AG | 883 | $62.4K | 0.01% | −222−20.1% | Reduced |
| Harbor Investment Advisory, LLC | 900 | $63.6K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 900 | $63.6K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 920 | $65.1K | 0.00% | +5+0.5% | Added |
| Qube Research & Technologies Ltd | 966 | $68.3K | 0.00% | −265,941−99.6% | Reduced |
| Johnson Financial Group, Inc. | 976 | $69.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,066 | $75.0K | 0.03% | −115−9.7% | Reduced |
| West Paces Advisors Inc. | 1,090 | $77.1K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,228 | $78.0K | 0.00% | −122−9.0% | Reduced |
| Tradition Wealth Management, LLC | 1,098 | $78.0K | 0.01% | +3+0.3% | Added |
| Principal Securities, Inc. | 1,123 | $79.4K | 0.00% | +1,123 | New |
| St. Johns Investment Management Company, LLC | 1,125 | $79.6K | 0.04% | −3,368−75.0% | Reduced |
| CGC Financial Services, LLC | 1,125 | $79.6K | 0.04% | +1,125 | New |
| Allworth Financial LP | 1,130 | $79.9K | 0.00% | +177+18.6% | Added |
| West Tower Group, LLC | 1,158 | $81.9K | 0.17% | +1,158 | New |
| Benjamin Edwards Inc | 1,183 | $84.0K | 0.02% | +199+20.2% | Added |
| Proequities, Inc. | 1,202 | $85.0K | 0.01% | +38+3.3% | Added |
| AdvisorNet Financial, Inc | 1,239 | $87.6K | 0.01% | −5,296−81.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,244 | $88.0K | 0.01% | +20+1.6% | Added |
| C M Bidwell & Associates Ltd | 1,246 | $88.1K | 0.07% | +1,219+4,514.8% | Added |
| Acadian Asset Management LLC | 1,270 | $89.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,300 | $91.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,353 | $95.3K | 0.03% | +1,353 | New |
| Mendota Financial Group, LLC | 1,375 | $97.2K | 0.08% | +335+32.2% | Added |
| Federated Hermes, Inc. | 1,404 | $99.3K | 0.00% | +1,066+315.4% | Added |
| Parallel Advisors, LLC | 1,529 | $108.1K | 0.00% | +122+8.7% | Added |
| Kapitalo Investimentos Ltda | 1,576 | $111.5K | 0.02% | +1,148+268.2% | Added |
| CX Institutional | 1,698 | $120.1K | 0.01% | +1,698 | New |
| Optimum Investment Advisors | 1,725 | $122.0K | 0.06% | +1,725 | New |
| GAMMA Investing LLC | 1,543 | $126.3K | 0.03% | +1,543 | New |
| Penserra Capital Management LLC | 1,846 | $129.0K | 0.00% | −349−15.9% | Reduced |
| Desjardins Global Asset Management Inc. | 1,888 | $133.5K | 0.01% | +26+1.4% | Added |
| Heritage Wealth Advisors | 1,909 | $135.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,991 | $140.8K | 0.00% | −274−12.1% | Reduced |
| IFP Advisors, Inc | 2,031 | $143.6K | 0.01% | −153−7.0% | Reduced |
| Meeder Asset Management Inc | 2,112 | $149.4K | 0.01% | +1,829+646.3% | Added |
| Bessemer Group Inc | 2,150 | $152.0K | 0.00% | +121+6.0% | Added |
| Quadrant Capital Group LLC | 2,250 | $159.1K | 0.01% | +144+6.8% | Added |
| Advisors Asset Management, Inc. | 2,267 | $160.3K | 0.00% | +2,267 | New |
| Cullen/Frost Bankers, Inc. | 2,421 | $171.2K | 0.00% | +44+1.9% | Added |
| UniSuper Management Pty Ltd | 2,432 | $172.0K | 0.00% | +932+62.1% | Added |
| Impact Partnership Wealth, LLC | 2,436 | $172.3K | 0.06% | +2,436 | New |
| Chilton Capital Management LLC | 2,445 | $172.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,571 | $181.8K | 0.00% | −14,371−84.8% | Reduced |
| Iron Horse Wealth Management, LLC | 2,574 | $182.0K | 0.08% | −170−6.2% | Reduced |
| O'Dell Group, LLC | 2,700 | $190.9K | 0.05% | +2,700 | New |
| Mountain Pacific Investment Advisers Inc | 2,835 | $200.5K | 0.01% | +2,835 | New |
| GYL Financial Synergies, LLC | 2,843 | $201.1K | 0.02% | +2,843 | New |
| BIP Wealth, LLC | 2,846 | $201.3K | 0.02% | +2,846 | New |
| Carlson Capital Management | 2,872 | $203.1K | 0.01% | +2,872 | New |
| NEOS Investment Management LLC | 2,885 | $204.0K | 0.02% | +2,885 | New |
| Global Wealth Management Investment Advisory, Inc. | 2,887 | $204.2K | 0.05% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,946 | $204.3K | 0.01% | +2,946 | New |
| Horizon Investments, LLC | 2,932 | $207.4K | 0.01% | −24−0.8% | Reduced |
| Cornerstone Wealth Management, LLC | 2,933 | $207.4K | 0.02% | +2,933 | New |
| Profund Advisors LLC | 2,942 | $208.1K | 0.01% | +2,942 | New |
| Ami Investment Management Inc | 2,972 | $210.2K | 0.09% | +2,972 | New |
| Northwestern Mutual Wealth Management Co | 2,983 | $211.0K | 0.00% | +122+4.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,992 | $211.6K | 0.15% | −412−12.1% | Reduced |
| Treynor Bancshares, Inc. | 2,992 | $211.6K | 0.12% | +2,992 | New |
| Alberta Investment Management Corp | 3,000 | $212.2K | 0.00% | +3,000 | New |
| Arthur M. Cohen & Associates, LLC | 3,000 | $212.2K | 0.05% | +3,000 | New |
| LGT Financial Advisors LLC | 3,011 | $212.9K | 0.26% | +86+2.9% | Added |
| National Asset Management, Inc. | 3,052 | $215.8K | 0.01% | −2,954−49.2% | Reduced |
| Trustmark National Bank Trust Department | 3,080 | $217.8K | 0.02% | +3,080 | New |
| Aureus Asset Management, LLC | 3,096 | $218.9K | 0.02% | +3,096 | New |
| Mather Group, LLC. | 3,098 | $219.1K | 0.00% | +3,098 | New |
| Capstone Investment Advisors, LLC | 3,103 | $219.4K | 0.00% | +3,103 | New |
| Jarislowsky, Fraser Ltd | 3,114 | $220.2K | 0.00% | +3,114 | New |
| Moneta Group Investment Advisors LLC | 3,170 | $224.2K | 0.00% | −211−6.2% | Reduced |
| Thrive Wealth Management, LLC | 3,174 | $224.5K | 0.05% | +3,174 | New |
| Teza Capital Management LLC | 3,184 | $225.2K | 0.04% | +3,184 | New |
| Ingalls & Snyder LLC | 3,214 | $227.0K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,235 | $228.8K | 0.00% | −766−19.1% | Reduced |
| Prospera Financial Services Inc | 3,243 | $229.3K | 0.01% | −256−7.3% | Reduced |
| Monticello Wealth Management, LLC | 3,316 | $234.5K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 3,330 | $235.5K | 0.09% | +3,330 | New |
| Checchi Capital Advisers, LLC | 3,368 | $238.2K | 0.02% | +3,368 | New |
| Private Wealth Advisors | 3,379 | $239.0K | 0.10% | −2−0.1% | Reduced |
| State of Wyoming | 3,390 | $239.7K | 0.04% | +657+24.0% | Added |
| CAPROCK Group, Inc. | 3,410 | $241.2K | 0.02% | +3,410 | New |
| Cassaday & Co Wealth Management LLC | 3,417 | $241.7K | 0.01% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 3,443 | $243.5K | 0.07% | +3,443 | New |
| Somerset Trust Co | 3,478 | $246.0K | 0.11% | −987−22.1% | Reduced |
| HighPoint Advisor Group LLC | 2,852 | $247.0K | 0.02% | +2,852 | New |