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 |
|---|---|---|---|---|---|
| Petrus Trust Company, LTA | 6,598 | $466.6K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,633 | $469.1K | 0.03% | +3,026+83.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,664 | $471.3K | 0.01% | +234+3.6% | Added |
| Gifford Fong Associates | 6,750 | $477.0K | 0.10% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 6,594 | $478.8K | 0.01% | −100−1.5% | Reduced |
| Orion Portfolio Solutions, LLC | 6,594 | $478.8K | 0.01% | −100−1.5% | Reduced |
| Granite Bay Wealth Management, LLC | 7,001 | $479.0K | 0.00% | +12+0.2% | Added |
| Empirical Finance, LLC | 6,800 | $480.9K | 0.03% | +53+0.8% | Added |
| Empire Financial Management Company, LLC | 7,004 | $495.3K | 0.19% | +314+4.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,035 | $497.5K | 0.00% | −219−3.0% | Reduced |
| SRB Corp | 7,100 | $502.1K | 0.03% | −436−5.8% | Reduced |
| Norinchukin Bank, The | 7,134 | $504.5K | 0.01% | −666−8.5% | Reduced |
| Hamilton Capital Partners Inc. | 7,175 | $507.4K | 0.10% | +560+8.5% | Added |
| Empower Advisory Group, LLC | 7,200 | $509.2K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 7,209 | $510.0K | 0.01% | +875+13.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,258 | $513.3K | 0.04% | +262+3.7% | Added |
| Cobblestone Capital Advisors LLC | 7,303 | $516.5K | 0.03% | +889+13.9% | Added |
| Swiss Life Asset Management Ltd | 7,293 | $517.3K | 0.01% | +7,293 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 7,399 | $523.3K | 0.68% | −1,182−13.8% | Reduced |
| Gratus Capital LLC | 7,421 | $524.8K | 0.03% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 7,435 | $525.8K | 0.00% | +1,143+18.2% | Added |
| NCM Capital Management, LLC | 7,506 | $530.9K | 0.32% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7,564 | $534.9K | 0.01% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 7,572 | $535.5K | 0.01% | +52+0.7% | Added |
| Ontario Teachers Pension Plan Board | 7,574 | $535.6K | 0.01% | −4,248−35.9% | Reduced |
| Guggenheim Capital LLC | 7,577 | $535.8K | 0.00% | −29,187−79.4% | Reduced |
| ING Groep NV | 7,669 | $542.4K | 0.00% | +128+1.7% | Added |
| Umb Bank N A | 7,871 | $556.6K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,937 | $561.0K | 0.02% | +2,477+45.4% | Added |
| Thompson Siegel & Walmsley LLC | 8,193 | $579.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 8,291 | $586.3K | 0.03% | −126−1.5% | Reduced |
| Commerce Bank | 8,332 | $589.2K | 0.00% | +422+5.3% | Added |
| Cadent Capital Advisors, LLC | 8,608 | $608.8K | 0.31% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,620 | $609.6K | 0.00% | +499+6.1% | Added |
| DFPG Investments, LLC | 8,411 | $610.3K | 0.05% | +1,060+14.4% | Added |
| Murphy Pohlad Asset Management LLC | 8,662 | $612.6K | 0.25% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 8,687 | $614.3K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 8,889 | $628.6K | 0.18% | 00.0% | Unchanged |
| Washington Capital Management Inc | 9,000 | $636.5K | 0.54% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 9,000 | $636.5K | 0.56% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,111 | $644.3K | 0.01% | +7,537+478.8% | Added |
| Ballentine Partners, LLC | 9,180 | $649.2K | 0.01% | +147+1.6% | Added |
| Unigestion Holding SA | 9,315 | $658.8K | 0.04% | +9,315 | New |
| Veriti Management LLC | 9,454 | $668.6K | 0.06% | +1,649+21.1% | Added |
| M&T Bank Corp | 9,465 | $669.4K | 0.00% | +234+2.5% | Added |
| LVW Advisors, LLC | 9,471 | $669.8K | 0.13% | −140−1.5% | Reduced |
| Metis Global Partners, LLC | 9,566 | $676.5K | 0.03% | −520−5.2% | Reduced |
| Exchange Traded Concepts, LLC | 9,680 | $684.6K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 9,755 | $690.0K | 0.03% | +21+0.2% | Added |
| Wealth Quarterback LLC | 9,826 | $694.9K | 0.42% | −598−5.7% | Reduced |
| Everence Capital Management Inc | 9,825 | $695.0K | 0.05% | 00.0% | Unchanged |
| Claro Advisors LLC | 9,832 | $695.3K | 0.15% | +156+1.6% | Added |
| Swedbank AB | 9,844 | $696.2K | 0.00% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 10,023 | $708.8K | 0.06% | +4,853+93.9% | Added |
| Axxcess Wealth Management, LLC | 10,080 | $712.8K | 0.02% | +5,658+128.0% | Added |
| US Bancorp | 10,159 | $718.9K | 0.00% | +93+0.9% | Added |
| Nations Financial Group Inc, | 10,203 | $721.6K | 0.07% | +3,412+50.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,276 | $727.0K | 0.02% | +7,467+265.8% | Added |
| JT Stratford LLC | 10,384 | $734.4K | 0.17% | +10,384 | New |
| Toroso Investments, LLC | 10,443 | $738.5K | 0.02% | −4,749−31.3% | Reduced |
| New Mexico Educational Retirement Board | 10,450 | $739.0K | 0.03% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 10,743 | $759.7K | 0.07% | −50−0.5% | Reduced |
| Kestra Advisory Services, LLC | 10,829 | $765.8K | 0.01% | +4,031+59.3% | Added |
| Gotham Asset Management, LLC | 11,055 | $781.8K | 0.01% | +1,976+21.8% | Added |
| Otter Creek Advisors, LLC | 11,348 | $802.0K | 0.69% | +11,348 | New |
| HM Payson & Co | 11,494 | $812.9K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 11,523 | $814.9K | 0.12% | +11,523 | New |
| SG Americas Securities, LLC | 11,605 | $821.0K | 0.01% | −7,127−38.0% | Reduced |
| LRT Capital Management, LLC | 11,656 | $824.3K | 0.78% | +1,631+16.3% | Added |
| Connectus Wealth, LLC | 11,937 | $844.2K | 0.02% | +111+0.9% | Added |
| Procyon Private Wealth Partners, LLC | 11,938 | $844.3K | 0.07% | −229−1.9% | Reduced |
| Resonant Capital Advisors, LLC | 12,054 | $852.5K | 0.08% | −1,743−12.6% | Reduced |
| Integrated Wealth Concepts LLC | 12,061 | $853.0K | 0.01% | −725−5.7% | Reduced |
| AE Wealth Management LLC | 10,607 | $864.1K | 0.00% | +4,072+62.3% | Added |
| Louisiana State Employees Retirement System | 12,300 | $869.9K | 0.02% | −300−2.4% | Reduced |
| Stegent Equity Advisors, Inc. | 12,731 | $900.4K | 1.06% | +119+0.9% | Added |
| Quadrature Capital Ltd | 12,775 | $903.7K | 0.02% | −20,194−61.3% | Reduced |
| Securian Asset Management, Inc | 12,826 | $907.1K | 0.03% | −1,615−11.2% | Reduced |
| Cornercap Investment Counsel Inc | 13,041 | $922.3K | 0.15% | −1,533−10.5% | Reduced |
| Scotia Capital Inc. | 13,138 | $929.1K | 0.01% | +37+0.3% | Added |
| Parsons Capital Management Inc | 13,170 | $931.4K | 0.07% | +2,529+23.8% | Added |
| Nordea Investment Management AB | 13,225 | $932.0K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 13,251 | $937.1K | 0.17% | 00.0% | Unchanged |
| Brighton Jones LLC | 13,301 | $940.6K | 0.04% | +13,301 | New |
| Cetera Investment Advisers | 13,369 | $945.4K | 0.01% | +122+0.9% | Added |
| JustInvest LLC | 13,504 | $955.0K | 0.02% | −5,950−30.6% | Reduced |
| Pacer Advisors, Inc. | 13,626 | $963.6K | 0.00% | +709+5.5% | Added |
| TownSquare Capital, LLC | 13,747 | $972.2K | 0.02% | +2,446+21.6% | Added |
| Trust Co of Vermont | 13,757 | $972.9K | 0.06% | −285−2.0% | Reduced |
| Scholtz & Company, LLC | 13,845 | $979.0K | 0.48% | −1,350−8.9% | Reduced |
| Fairfield, Bush & Co. | 13,875 | $981.2K | 0.58% | +585+4.4% | Added |
| Hartford Investment Management Co | 13,951 | $986.6K | 0.04% | −174−1.2% | Reduced |
| Private Advisor Group, LLC | 13,956 | $987.0K | 0.01% | +3,782+37.2% | Added |
| Versor Investments LP | 14,016 | $991.2K | 0.20% | −305−2.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,076 | $995.4K | 0.57% | −166−1.2% | Reduced |
| Franklin Resources Inc | 14,153 | $1.00M | 0.00% | −13,781−49.3% | Reduced |
| Waverton Investment Management Ltd | 14,350 | $1.01M | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 14,356 | $1.02M | 0.02% | +522+3.8% | Added |
| IMC-Chicago, LLC | 14,433 | $1.02M | 0.03% | +14,433 | New |
| Resources Management Corp | 14,457 | $1.02M | 0.15% | +507+3.6% | Added |