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 |
|---|---|---|---|---|---|
| DnB Asset Management AS | 38,736 | $2.74M | 0.01% | −89−0.2% | Reduced |
| State of Alaska, Department of Revenue | 39,002 | $2.76M | 0.03% | −2,360−5.7% | Reduced |
| Creative Planning | 39,083 | $2.76M | 0.01% | +1,650+4.4% | Added |
| Robeco Institutional Asset Management B.V. | 39,259 | $2.78M | 0.01% | +768+2.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 39,320 | $2.78M | 0.02% | −500−1.3% | Reduced |
| Advisory Services Network, LLC | 39,405 | $2.79M | 0.07% | +4,409+12.6% | Added |
| Panagora Asset Management Inc | 39,424 | $2.79M | 0.02% | −8,268−17.3% | Reduced |
| Agf Management Ltd | 39,553 | $2.80M | 0.02% | −9,806−19.9% | Reduced |
| Handelsbanken Fonder AB | 40,170 | $2.84M | 0.01% | −7,485−15.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 40,500 | $2.86M | 0.03% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 40,900 | $2.89M | 0.03% | −1,700−4.0% | Reduced |
| WBI Investments | 41,189 | $2.91M | 0.58% | +41,189 | New |
| Independent Advisor Alliance | 41,452 | $2.93M | 0.11% | +3,293+8.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 41,541 | $2.94M | 0.01% | −4,012−8.8% | Reduced |
| Texas Permanent School Fund | 42,065 | $2.97M | 0.03% | +26+0.1% | Added |
| ProShare Advisors LLC | 42,069 | $2.98M | 0.01% | −2,739−6.1% | Reduced |
| Assetmark, Inc | 43,534 | $3.08M | 0.01% | −8,314−16.0% | Reduced |
| USS Investment Management Ltd | 43,658 | $3.09M | 0.03% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 44,400 | $3.14M | 0.25% | −726−1.6% | Reduced |
| IFM Investors Pty Ltd | 44,450 | $3.14M | 0.04% | −1,469−3.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,612 | $3.15M | 0.02% | +3,706+9.1% | Added |
| Retirement Systems of Alabama | 44,898 | $3.18M | 0.01% | −1,102−2.4% | Reduced |
| Asset Management Group, Inc. | 45,952 | $3.25M | 0.65% | −720−1.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,120 | $3.33M | 0.01% | −2,847−5.7% | Reduced |
| CIBC World Markets Corp | 47,313 | $3.35M | 0.02% | +14,639+44.8% | Added |
| Fairman Group, LLC | 47,785 | $3.38M | 3.23% | +47,785 | New |
| Vident Advisory, LLC | 48,361 | $3.42M | 0.09% | +1,926+4.1% | Added |
| MetLife Investment Management | 49,377 | $3.49M | 0.03% | −921−1.8% | Reduced |
| Lazard Asset Management LLC | 50,058 | $3.54M | 0.00% | +32,243+181.0% | Added |
| Atria Investments LLC | 50,448 | $3.57M | 0.06% | +7,127+16.5% | Added |
| Vestmark Advisory Solutions, Inc. | 50,783 | $3.59M | 0.18% | +1,634+3.3% | Added |
| NewEdge Wealth, LLC | 51,003 | $3.61M | 0.09% | +1,854+3.8% | Added |
| D. E. Shaw & Co., Inc. | 51,262 | $3.63M | 0.01% | −180,501−77.9% | Reduced |
| Tobam | 51,469 | $3.64M | 0.32% | −2,388−4.4% | Reduced |
| The PNC Financial Services Group, Inc. | 52,753 | $3.73M | 0.00% | −2,904−5.2% | Reduced |
| Wade G W & Inc | 52,878 | $3.74M | 0.12% | +961+1.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 53,000 | $3.75M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 53,127 | $3.76M | 0.03% | +527+1.0% | Added |
| American International Group, Inc. | 53,389 | $3.78M | 0.02% | −1,897−3.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 53,836 | $3.81M | 0.01% | −1,081−2.0% | Reduced |
| Mackenzie Financial Corp | 53,853 | $3.81M | 0.01% | +15,025+38.7% | Added |
| Annandale Capital, LLC | 54,853 | $3.88M | 0.90% | 00.0% | Unchanged |
| Comerica Bank | 55,138 | $3.90M | 0.02% | −10,420−15.9% | Reduced |
| Mariner, LLC | 55,214 | $3.90M | 0.01% | +14,015+34.0% | Added |
| State of Michigan Retirement System | 55,746 | $3.94M | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 56,622 | $4.00M | 0.03% | −294−0.5% | Reduced |
| Butensky & Cohen Financial Security, Inc | 58,063 | $4.11M | 1.36% | +2,709+4.9% | Added |
| Financial Strategies Group, Inc. | 53,112 | $4.13M | 1.18% | +12,140+29.6% | Added |
| PGGM Investments | 58,409 | $4.13M | 0.06% | +975+1.7% | Added |
| Gamco Investors, Inc. Et Al | 59,009 | $4.17M | 0.04% | −1,625−2.7% | Reduced |
| Montag A & Associates Inc | 59,642 | $4.22M | 0.24% | −1,125−1.9% | Reduced |
| Jane Street Group, LLC | 59,814 | $4.23M | 0.01% | −31,506−34.5% | Reduced |
| Intrinsic Edge Capital Management LLC | 60,000 | $4.24M | 0.45% | +60,000 | New |
| Nomura Asset Management Co Ltd | 60,492 | $4.28M | 0.02% | −1,643−2.6% | Reduced |
| HighTower Advisors, LLC | 60,699 | $4.29M | 0.01% | +9,118+17.7% | Added |
| Susquehanna International Group, LLP | 60,821 | $4.30M | 0.01% | −319,160−84.0% | Reduced |
| Erste Asset Management GmbH | 64,013 | $4.50M | 0.07% | +61,613+2,567.2% | Added |
| Trexquant Investment LP | 65,665 | $4.64M | 0.10% | +4,928+8.1% | Added |
| Captrust Financial Advisors | 65,873 | $4.66M | 0.02% | −984−1.5% | Reduced |
| Holocene Advisors, LP | 65,905 | $4.66M | 0.02% | −61,497−48.3% | Reduced |
| Voloridge Investment Management, LLC | 66,503 | $4.70M | 0.02% | −466,156−87.5% | Reduced |
| Voya Investment Management LLC | 70,492 | $4.99M | 0.01% | −598−0.8% | Reduced |
| Alaska Permanent Fund Corp | 71,728 | $5.07M | 0.08% | +1,083+1.5% | Added |
| Rafferty Asset Management, LLC | 72,210 | $5.11M | 0.02% | +3,933+5.8% | Added |
| Storebrand Asset Management AS | 75,313 | $5.33M | 0.02% | +1,198+1.6% | Added |
| Henshaw Capital LLC | 77,154 | $5.46M | 0.28% | +1,407+1.9% | Added |
| Forte Capital LLC | 77,444 | $5.48M | 0.75% | +25,870+50.2% | Added |
| Burney Co | 77,952 | $5.51M | 0.23% | −549−0.7% | Reduced |
| Mercer Global Advisors Inc | 78,362 | $5.54M | 0.02% | +6,451+9.0% | Added |
| QRG Capital Management, Inc. | 79,038 | $5.59M | 0.08% | +5,165+7.0% | Added |
| Advisor Group Holdings, Inc. | 80,073 | $5.67M | 0.01% | −41,027−33.9% | Reduced |
| New Vernon Investment Management LLC | 81,960 | $5.80M | 6.68% | −32,729−28.5% | Reduced |
| Eagle Capital Management LLC | 82,365 | $5.82M | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 83,737 | $5.92M | 0.07% | −132−0.2% | Reduced |
| Intech Investment Management LLC | 83,865 | $5.93M | 0.09% | −32,497−27.9% | Reduced |
| Gabelli Funds LLC | 85,000 | $6.01M | 0.05% | 00.0% | Unchanged |
| Schroder Investment Management Group | 86,253 | $6.10M | 0.01% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 87,523 | $6.19M | 2.91% | −172−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 88,333 | $6.25M | 0.02% | −1,937−2.1% | Reduced |
| Picton Mahoney Asset Management | 89,460 | $6.33M | 0.29% | −38,524−30.1% | Reduced |
| Heartland Advisors Inc | 90,988 | $6.43M | 0.34% | +90,988 | New |
| GHP Investment Advisors, Inc. | 91,090 | $6.44M | 0.35% | +13,256+17.0% | Added |
| DekaBank Deutsche Girozentrale | 92,947 | $6.49M | 0.01% | +4,324+4.9% | Added |
| Commonwealth Equity Services, LLC | 93,567 | $6.62M | 0.01% | +21,951+30.7% | Added |
| KBC Group NV | 95,745 | $6.77M | 0.02% | −108,686−53.2% | Reduced |
| Millennium Management LLC | 97,708 | $6.91M | 0.01% | −874,834−90.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 98,830 | $6.99M | 0.14% | +98,830 | New |
| Standard Life Aberdeen plc | 101,431 | $7.17M | 0.02% | +41,893+70.4% | Added |
| Asset Management One Co.,Ltd. | 105,411 | $7.42M | 0.03% | +13,675+14.9% | Added |
| Frontier Capital Management Co LLC | 106,721 | $7.55M | 0.08% | +127+0.1% | Added |
| State of New Jersey Common Pension Fund D | 106,886 | $7.56M | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 107,168 | $7.58M | 0.02% | −190,112−64.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 109,961 | $7.78M | 0.16% | +3,625+3.4% | Added |
| Summit Global Investments | 110,251 | $7.80M | 0.51% | +849+0.8% | Added |
| Boston Partners | 112,000 | $7.92M | 0.01% | −20,892−15.7% | Reduced |
| Zacks Investment Management | 112,348 | $7.95M | 0.10% | +154+0.1% | Added |
| Interval Partners, LP | 113,872 | $8.05M | 0.35% | +93,872+469.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 114,138 | $8.07M | 0.03% | −558−0.5% | Reduced |
| Toronto Dominion Bank | 119,647 | $8.46M | 0.01% | −333,115−73.6% | Reduced |
| SEI Investments Co | 121,790 | $8.61M | 0.01% | −4,510−3.6% | Reduced |