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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
Eagle Bay Advisors LLC3,502$247.6K0.16%+172+5.2%Added
Signaturefd, LLC3,511$248.3K0.01%+175+5.2%Added
Osterweis Capital Management Inc3,527$249.4K0.02%00.0%Unchanged
Financial Security Advisor, Inc.3,656$258.5K0.10%−34−0.9%Reduced
Prelude Capital Management, LLC3,659$258.8K0.02%+202+5.8%Added
Keebeck Alpha, LP3,659$258.8K0.20%+328+9.8%Added
Beacon Financial Group3,710$262.4K0.03%+3,710New
Prime Capital Investment Advisors, LLC3,754$265.5K0.00%+3,754New
MJP Associates Inc3,773$266.8K0.07%+115+3.1%Added
Eqis Capital Management, Inc.3,818$270.0K0.02%+3,818New
Epoch Investment Partners, Inc.3,822$270.3K0.00%00.0%Unchanged
Banque Pictet & Cie SA3,867$273.5K0.00%−14,467−78.9%Reduced
GTS Securities LLC3,878$274.3K0.01%+3,878New
Atomi Financial Group, Inc.3,879$274.3K0.04%+3,879New
IFG Advisory, LLC3,880$274.4K0.02%+296+8.3%Added
Clear Harbor Asset Management, LLC3,982$281.6K0.03%−60−1.5%Reduced
M&R Capital Management Inc4,000$282.9K0.07%00.0%Unchanged
HB Wealth Management, LLC4,089$289.2K0.00%+4,089New
Nomura Holdings Inc4,114$290.9K0.00%+4,114New
Carmel Capital Partners, LLC4,125$291.7K0.15%−179−4.2%Reduced
Moody Lynn & Lieberson, LLC4,131$292.1K0.02%+11+0.3%Added
Coldstream Capital Management Inc4,193$296.6K0.01%−52−1.2%Reduced
Sequoia Financial Advisors, LLC4,248$300.4K0.00%+4,248New
IHT Wealth Management, LLC4,392$310.6K0.01%+140+3.3%Added
Eagle Ridge Investment Management4,483$317.0K0.03%00.0%Unchanged
Diligent Investors, LLC4,500$318.2K0.09%00.0%Unchanged
Investment Partners Asset Management, Inc.4,500$318.2K0.32%+4,500New
Aptus Capital Advisors, LLC4,506$318.7K0.01%−53−1.2%Reduced
Keybank National Association4,513$319.2K0.00%−4−0.1%Reduced
Blair William & Co4,584$324.2K0.00%+58+1.3%Added
United Capital Financial Advisers, LLC4,588$324.5K0.00%+4,588New
Fiduciary Alliance LLC4,616$326.4K0.06%−579−11.1%Reduced
Romano Brothers and Company4,625$327.1K0.05%00.0%Unchanged
Wealth Advisors of Iowa, LLC4,648$328.7K0.22%−250−5.1%Reduced
Siemens Fonds Invest GmbH4,663$329.8K0.03%+4,663New
Schechter Investment Advisors, LLC4,668$330.1K0.03%+100+2.2%Added
Graham Capital Wealth Management, LLC4,685$331.3K0.87%00.0%Unchanged
Banco Santander, S.A.4,688$331.5K0.00%+4,688New
Arkadios Wealth Advisors4,688$331.5K0.03%+4,688New
Avantax Advisory Services, Inc.4,733$334.7K0.00%+4,733New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,734$334.8K0.02%+86+1.9%Added
Wedmont Private Capital4,631$336.3K0.03%+873+23.2%Added
Baron Wealth Management LLC4,766$337.1K0.18%+127+2.7%Added
Investment Management Corp of Ontario4,801$339.5K0.01%+4,801New
Skba Capital Management LLC4,845$342.6K0.06%+715+17.3%Added
Platform Technology Partners4,255$343.4K0.13%−5−0.1%Reduced
Naples Global Advisors, LLC4,892$346.0K0.04%00.0%Unchanged
Aspen Investment Management Inc4,913$347.0K0.19%+4,913New
Meitav Dash Investments Ltd4,950$348.6K0.01%+4,950New
Vestcor Inc4,939$349.0K0.01%−49−1.0%Reduced
B. Metzler seel. Sohn & Co. AG4,938$349.2K0.00%00.0%Unchanged
Tufton Capital Management4,950$350.1K0.07%00.0%Unchanged
Fifth Third Bancorp4,957$350.6K0.00%+54+1.1%Added
Tectonic Advisors LLC4,969$351.4K0.03%+46+0.9%Added
Sage Capital Advisors,llc5,000$353.6K0.11%00.0%Unchanged
Avestar Capital, LLC5,016$354.7K0.04%−93−1.8%Reduced
Ritholtz Wealth Management5,018$354.9K0.01%−58−1.1%Reduced
Private Trust Co NA5,030$355.7K0.04%−4−0.1%Reduced
Bard Financial Services, Inc.5,060$357.8K0.04%00.0%Unchanged
Brown Advisory Inc5,069$358.5K0.00%+1,336+35.8%Added
Cornerstone Investment Partners, LLC5,089$359.9K0.02%+1,771+53.4%Added
Greenleaf Trust5,103$360.9K0.00%+418+8.9%Added
Alps Advisors Inc5,134$363.1K0.00%−291−5.4%Reduced
EverSource Wealth Advisors, LLC5,180$366.4K0.03%−9−0.2%Reduced
Harbour Investments, Inc.5,188$366.9K0.02%+969+23.0%Added
Tokio Marine Asset Management Co Ltd5,223$369.4K0.02%+753+16.8%Added
Vinva Investment Management Ltd5,269$371.0K0.03%+5,269New
Oversea-Chinese Banking CORP Ltd5,274$373.0K0.01%+5,274New
DORVAL Corp5,314$375.8K0.18%+5,314New
AXA S.A.5,446$385.1K0.00%+674+14.1%Added
Wright Investors Service Inc5,542$391.9K0.11%+5,542New
Ambassador Advisors, LLC4,878$397.0K0.09%+639+15.1%Added
Wealth Alliance5,638$398.7K0.06%−22−0.4%Reduced
CWS Financial Advisors, LLC5,738$405.8K0.15%−779−12.0%Reduced
Credit Agricole S A5,764$407.6K0.01%+3,851+201.3%Added
Argent Trust Co5,778$408.6K0.02%−10.0%Reduced
We Are One Seven, LLC5,836$412.7K0.02%−197−3.3%Reduced
Mutual Advisors, LLC5,923$418.9K0.01%+5,923New
Matrix Private Capital Group LLC5,932$419.5K0.32%00.0%Unchanged
Greenwood Capital Associates LLC5,932$419.5K0.05%+5,932New
Citadel Investment Advisory, Inc.6,066$429.0K0.26%00.0%Unchanged
Forum Financial Management, LP6,069$429.2K0.01%00.0%Unchanged
Degroof Petercam Asset Management6,104$431.7K0.01%+6,104New
Fort Washington Investment Advisors Inc6,150$434.9K0.00%00.0%Unchanged
Bradley Foster & Sargent Inc6,175$436.7K0.01%−750−10.8%Reduced
Heritage Wealth Management, LLC6,318$446.8K0.24%+6,318New
Nilsine Partners, LLC6,357$449.6K0.07%−8,218−56.4%Reduced
Eagle Harbor Asset Management Inc6,376$450.9K0.52%00.0%Unchanged
Lincoln National Corp6,393$452.1K0.01%+302+5.0%Added
TrinityPoint Wealth, LLC6,403$452.8K0.08%+117+1.9%Added
Gallacher Capital Management LLC6,405$453.0K0.25%+2,988+87.4%Added
Hilltop Holdings Inc.6,429$454.7K0.05%+6,429New
Ci Investments Inc.6,427$455.0K0.00%+3,343+108.4%Added
FDx Advisors, Inc.6,453$456.0K0.04%−644−9.1%Reduced
Northwestern Mutual Investment Management Company, LLC6,448$456.0K0.01%+26+0.4%Added
Glenmede Trust Co NA6,450$456.1K0.00%+157+2.5%Added
Snowden Capital Advisors LLC6,452$456.3K0.02%+589+10.0%Added
Davenport & Co LLC6,506$460.1K0.00%−4−0.1%Reduced
Symmetry Partners, LLC6,558$462.0K0.02%−897−12.0%Reduced
Meiji Yasuda Life Insurance Co6,555$463.6K0.01%−6,300−49.0%Reduced