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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 14,472 | $1.02M | 0.13% | −829−5.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,559 | $1.03M | 0.06% | −821−5.3% | Reduced |
| D.A. Davidson & Co. | 14,938 | $1.06M | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 15,213 | $1.08M | 0.02% | −7,286−32.4% | Reduced |
| Railway Pension Investments Ltd | 15,300 | $1.08M | 0.01% | 00.0% | Unchanged |
| Twin Capital Management Inc | 15,673 | $1.11M | 0.15% | −385−2.4% | Reduced |
| Oregon Public Employees Retirement Fund | 15,878 | $1.12M | 0.02% | +100+0.6% | Added |
| Personal Cfo Solutions, LLC | 15,952 | $1.13M | 0.20% | −820−4.9% | Reduced |
| Elgethun Capital Management | 16,036 | $1.13M | 0.32% | −1,064−6.2% | Reduced |
| Everpar Advisors LLC | 16,062 | $1.14M | 0.53% | +16,062 | New |
| Hantz Financial Services, Inc. | 16,062 | $1.14M | 0.02% | −559−3.4% | Reduced |
| Maryland State Retirement & Pension System | 16,234 | $1.15M | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 16,300 | $1.15M | 0.04% | +631+4.0% | Added |
| Grace & White Inc | 16,580 | $1.17M | 0.21% | 00.0% | Unchanged |
| Natixis | 16,644 | $1.18M | 0.01% | −46,204−73.5% | Reduced |
| Sawtooth Solutions, LLC | 16,986 | $1.20M | 0.03% | −110−0.6% | Reduced |
| DF Dent & Co Inc | 16,998 | $1.20M | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 17,197 | $1.22M | 0.01% | −280,874−94.2% | Reduced |
| Bleakley Financial Group, LLC | 17,244 | $1.22M | 0.04% | +148+0.9% | Added |
| Gulf International Bank (UK) Ltd | 17,266 | $1.22M | 0.03% | −2,345−12.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,601 | $1.25M | 0.01% | −835−4.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,707 | $1.25M | 0.02% | +493+2.9% | Added |
| Elo Mutual Pension Insurance Co | 17,987 | $1.27M | 0.03% | +387+2.2% | Added |
| Eagle Asset Management Inc | 18,014 | $1.27M | 0.01% | −669−3.6% | Reduced |
| Cetera Advisor Networks LLC | 18,166 | $1.28M | 0.01% | +5,483+43.2% | Added |
| Crossmark Global Holdings, Inc. | 18,264 | $1.29M | 0.03% | −413−2.2% | Reduced |
| Insight Inv LLC | 18,345 | $1.30M | 1.27% | 00.0% | Unchanged |
| First Hawaiian Bank | 18,734 | $1.32M | 0.04% | +10,552+129.0% | Added |
| Aviva PLC | 18,840 | $1.33M | 0.00% | +11,233+147.7% | Added |
| Applied Capital LLC | 19,150 | $1.35M | 1.25% | −682−3.4% | Reduced |
| Brendel Financial Advisors LLC | 19,293 | $1.36M | 0.89% | +19,293 | New |
| Jefferies Financial Group Inc. | 19,500 | $1.38M | 0.02% | +2,187+12.6% | Added |
| Lido Advisors, LLC | 19,627 | $1.39M | 0.01% | −4,857−19.8% | Reduced |
| Qsemble Capital Management, LP | 19,787 | $1.40M | 0.35% | +15,487+360.2% | Added |
| Highland Capital Management, LLC | 19,887 | $1.41M | 0.09% | +655+3.4% | Added |
| Pensionfund Sabic | 20,000 | $1.41M | 0.45% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 20,000 | $1.41M | 0.13% | +3,000+17.6% | Added |
| Leavell Investment Management, Inc. | 20,403 | $1.44M | 0.09% | −190−0.9% | Reduced |
| iA Global Asset Management Inc. | 20,469 | $1.45M | 0.03% | +8,532+71.5% | Added |
| Verition Fund Management LLC | 20,605 | $1.46M | 0.01% | −16,926−45.1% | Reduced |
| Williamson Legacy Group, LLC | 20,705 | $1.46M | 1.36% | +20,705 | New |
| Edgestream Partners, L.P. | 20,711 | $1.46M | 0.11% | +20,711 | New |
| Steward Partners Investment Advisory, LLC | 20,846 | $1.47M | 0.02% | +5,509+35.9% | Added |
| Ethic Inc. | 20,895 | $1.48M | 0.04% | +4,405+26.7% | Added |
| Delphi Management Inc | 21,332 | $1.51M | 1.39% | −22,304−51.1% | Reduced |
| CWM Advisors, LLC | 21,434 | $1.52M | 0.17% | +435+2.1% | Added |
| Dynamic Technology Lab Private Ltd | 21,517 | $1.52M | 0.16% | −6,179−22.3% | Reduced |
| Dean Capital Management | 21,613 | $1.53M | 0.94% | +1,080+5.3% | Added |
| Willow Creek Wealth Management Inc. | 21,929 | $1.55M | 0.19% | +10.0% | Added |
| Illinois Municipal Retirement Fund | 22,733 | $1.61M | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 23,000 | $1.63M | 0.41% | +1,100+5.0% | Added |
| Nissay Asset Management Corp | 23,241 | $1.64M | 0.01% | +545+2.4% | Added |
| British Columbia Investment Management Corp | 23,715 | $1.68M | 0.01% | +4,806+25.4% | Added |
| MML Investors Services, LLC | 23,781 | $1.68M | 0.01% | +4,122+21.0% | Added |
| Intrepid Capital Management Inc | 24,595 | $1.74M | 1.19% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 24,679 | $1.75M | 0.00% | −6,565−21.0% | Reduced |
| Aurora Investment Counsel | 26,317 | $1.79M | 1.16% | +645+2.5% | Added |
| Pathstone Holdings, LLC | 25,482 | $1.80M | 0.01% | +25,482 | New |
| Xponance, Inc. | 26,072 | $1.84M | 0.02% | −1,505−5.5% | Reduced |
| Agate Pass Investment Management, LLC | 26,175 | $1.85M | 1.07% | −800−3.0% | Reduced |
| CIBC Private Wealth Group, LLC | 26,543 | $1.88M | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 26,765 | $1.89M | 0.01% | −57,504−68.2% | Reduced |
| Empowered Funds, LLC | 27,010 | $1.91M | 0.05% | +10,577+64.4% | Added |
| Mutual of America Capital Management LLC | 27,264 | $1.93M | 0.02% | −1,209−4.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 27,362 | $1.94M | 0.03% | −10,609−27.9% | Reduced |
| STRS Ohio | 27,817 | $1.97M | 0.01% | +1,188+4.5% | Added |
| Yousif Capital Management, LLC | 28,043 | $1.98M | 0.02% | −13,506−32.5% | Reduced |
| CIBC Asset Management Inc | 28,167 | $1.99M | 0.01% | −1,016−3.5% | Reduced |
| Rockefeller Capital Management L.P. | 28,362 | $2.01M | 0.01% | −2,039−6.7% | Reduced |
| Ossiam | 28,569 | $2.02M | 0.03% | +63+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,747 | $2.03M | 0.01% | +14,933+108.1% | Added |
| Caldwell Trust Co | 28,774 | $2.03M | 0.26% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 28,920 | $2.05M | 0.02% | −181−0.6% | Reduced |
| Raymond James Trust N.A. | 29,372 | $2.08M | 0.05% | +3,295+12.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 29,482 | $2.08M | 0.00% | −5,197−15.0% | Reduced |
| Beacon Pointe Advisors, LLC | 29,757 | $2.10M | 0.03% | +3,558+13.6% | Added |
| Tower Research Capital LLC (TRC) | 30,128 | $2.13M | 0.03% | +3,023+11.2% | Added |
| Belpointe Asset Management LLC | 30,961 | $2.19M | 0.19% | −3,376−9.8% | Reduced |
| Thrivent Financial for Lutherans | 30,967 | $2.19M | 0.00% | −64,160−67.4% | Reduced |
| TD Private Client Wealth LLC | 31,175 | $2.20M | 0.08% | −1,137−3.5% | Reduced |
| Accurate Wealth Management, LLC | 30,770 | $2.24M | 0.70% | +30,770 | New |
| Public Sector Pension Investment Board | 31,792 | $2.25M | 0.02% | −16,079−33.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 31,905 | $2.26M | 0.25% | +103+0.3% | Added |
| Dean Investment Associates, LLC | 32,334 | $2.29M | 0.33% | −2,269−6.6% | Reduced |
| Tredje AP-fonden | 32,617 | $2.31M | 0.03% | −1,815−5.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 33,929 | $2.40M | 1.72% | −2,043−5.7% | Reduced |
| Prudential PLC | 34,051 | $2.41M | 0.03% | −26−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 34,165 | $2.42M | 0.09% | −2,024−5.6% | Reduced |
| Ostrum Asset Management | 34,545 | $2.44M | 0.21% | +3,116+9.9% | Added |
| Utah Retirement Systems | 34,701 | $2.45M | 0.03% | −200−0.6% | Reduced |
| Manchester Financial Inc | 34,873 | $2.47M | 0.69% | −395−1.1% | Reduced |
| Daiwa Securities Group Inc. | 34,963 | $2.47M | 0.02% | +308+0.9% | Added |
| Means Investment Co., Inc. | 35,170 | $2.49M | 0.36% | −54−0.2% | Reduced |
| Griffin Asset Management, Inc. | 35,479 | $2.51M | 0.32% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 35,617 | $2.52M | 2.00% | +495+1.4% | Added |
| Czech National Bank | 35,680 | $2.52M | 0.04% | +123+0.3% | Added |
| KLCM Advisors, Inc. | 36,349 | $2.57M | 0.40% | 00.0% | Unchanged |
| Citadel Advisors LLC | 36,504 | $2.58M | 0.00% | −670,399−94.8% | Reduced |
| Sepio Capital, LP | 37,748 | $2.67M | 0.22% | −1,409−3.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 38,178 | $2.70M | 0.12% | +5,473+16.7% | Added |