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 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 122,400 | $8.66M | 0.01% | +1,596+1.3% | Added |
| NatWest Group plc | 124,314 | $8.79M | 3.67% | +124,314 | New |
| Fairholme Capital Management LLC | 126,600 | $8.95M | 0.57% | −1,600−1.2% | Reduced |
| Nisa Investment Advisors, LLC | 128,754 | $9.11M | 0.06% | +10,706+9.1% | Added |
| LPL Financial LLC | 131,683 | $9.31M | 0.01% | +22,965+21.1% | Added |
| Brandywine Global Investment Management, LLC | 136,380 | $9.64M | 0.08% | −7,025−4.9% | Reduced |
| State of Wisconsin Investment Board | 138,226 | $9.78M | 0.03% | −2,777−2.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 139,462 | $9.86M | 0.12% | +28,213+25.4% | Added |
| Macquarie Group Ltd | 146,441 | $10.4M | 0.01% | +115,904+379.6% | Added |
| Royal London Asset Management Ltd | 151,257 | $10.7M | 0.03% | −15,613−9.4% | Reduced |
| Royce & Associates LP | 154,919 | $11.0M | 0.10% | +154,919 | New |
| Canada Pension Plan Investment Board | 155,850 | $11.0M | 0.01% | −146,520−48.5% | Reduced |
| Treasurer of the State of North Carolina | 156,433 | $11.1M | 0.05% | −3,667−2.3% | Reduced |
| Janney Montgomery Scott LLC | 158,129 | $11.2M | 0.04% | −8,111−4.9% | Reduced |
| Ensign Peak Advisors, Inc | 158,830 | $11.2M | 0.02% | −14,645−8.4% | Reduced |
| Torray LLC | 162,245 | $11.5M | 1.86% | 00.0% | Unchanged |
| Hutchinson Capital Management | 162,989 | $11.5M | 2.51% | +319+0.2% | Added |
| Isthmus Partners, LLC | 163,321 | $11.6M | 1.50% | +3,000+1.9% | Added |
| FMR LLC | 163,854 | $11.6M | 0.00% | −27,447−14.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 164,540 | $11.6M | 0.03% | −8,776−5.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 168,274 | $11.9M | 0.16% | −570−0.3% | Reduced |
| Korea Investment CORP | 172,152 | $12.2M | 0.03% | +67,614+64.7% | Added |
| Capital Fund Management S.A. | 173,171 | $12.2M | 0.16% | +52,377+43.4% | Added |
| Great West Life Assurance Co | 184,790 | $13.0M | 0.03% | +49,513+36.6% | Added |
| Cerity Partners LLC | 185,251 | $13.1M | 0.04% | +19,408+11.7% | Added |
| Stephens Inc | 185,604 | $13.1M | 0.23% | +2,245+1.2% | Added |
| Bank of Montreal | 192,307 | $13.6M | 0.01% | −20,214−9.5% | Reduced |
| Prospector Partners LLC | 194,775 | $13.8M | 1.74% | +1,185+0.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 195,929 | $13.9M | 0.03% | +51,143+35.3% | Added |
| Speece Thorson Capital Group Inc | 196,845 | $13.9M | 2.85% | +901+0.5% | Added |
| Townsend & Associates, Inc | 180,818 | $14.0M | 1.76% | +79,932+79.2% | Added |
| Ameriprise Financial Inc | 201,942 | $14.3M | 0.00% | −389−0.2% | Reduced |
| Martingale Asset Management L P | 203,904 | $14.4M | 0.29% | −33,520−14.1% | Reduced |
| Natixis Advisors, L.P. | 206,788 | $14.6M | 0.04% | −2,293−1.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 204,691 | $14.9M | 0.03% | +24,504+13.6% | Added |
| New York State Teachers Retirement System | 210,565 | $14.9M | 0.03% | −119−0.1% | Reduced |
| State of Tennessee, Treasury Department | 212,669 | $15.0M | 0.06% | −23,700−10.0% | Reduced |
| Churchill Management Corp | 216,353 | $15.3M | 0.24% | +216,353 | New |
| National Bank of Canada | 212,777 | $15.3M | 0.03% | +88,981+71.9% | Added |
| Bank of Nova Scotia | 218,381 | $15.4M | 0.03% | +14,198+7.0% | Added |
| Philo Smith Capital Corp | 219,921 | $15.6M | 5.00% | 00.0% | Unchanged |
| Citigroup Inc | 228,466 | $16.2M | 0.02% | +63,060+38.1% | Added |
| Stansberry Asset Management, LLC | 236,679 | $16.7M | 2.78% | +4,328+1.9% | Added |
| State Board of Administration of Florida Retirement System | 242,736 | $17.2M | 0.04% | +380.0% | Added |
| Worldquant Millennium Advisors LLC | 248,273 | $17.6M | 0.25% | −165,388−40.0% | Reduced |
| Driehaus Capital Management LLC | 252,464 | $17.9M | 0.22% | +252,464 | New |
| Loomis Sayles & Co L P | 254,697 | $18.0M | 0.03% | +6,017+2.4% | Added |
| Wallington Asset Management, LLC | 263,900 | $18.7M | 3.15% | +3,272+1.3% | Added |
| CWM, LLC | 264,312 | $18.7M | 0.10% | −35,954−12.0% | Reduced |
| Man Group plc | 267,242 | $18.9M | 0.05% | – | – |
| Public Employees Retirement Association of Colorado | 269,817 | $19.1M | 0.09% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 269,821 | $19.1M | 0.00% | +7,547+2.9% | Added |
| BNP Paribas Arbitrage, SA | 270,570 | $19.1M | 0.03% | +172,398+175.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 275,229 | $19.5M | 0.35% | +275,229 | New |
| Segall Bryant & Hamill, LLC | 277,972 | $19.7M | 0.38% | −223,827−44.6% | Reduced |
| Alliancebernstein L.P. | 286,340 | $20.2M | 0.01% | −2,258−0.8% | Reduced |
| America First Investment Advisors, LLC | 288,749 | $20.4M | 5.34% | −553−0.2% | Reduced |
| Prudential Financial Inc | 302,581 | $21.5M | 0.03% | +117,954+63.9% | Added |
| Jacobs Levy Equity Management, Inc | 305,881 | $21.6M | 0.11% | −15,926−4.9% | Reduced |
| Teacher Retirement System of Texas | 312,607 | $22.1M | 0.15% | +54,016+20.9% | Added |
| California State Teachers Retirement System | 315,072 | $22.3M | 0.03% | −5,377−1.7% | Reduced |
| TD Asset Management Inc | 345,777 | $24.5M | 0.02% | +65,922+23.6% | Added |
| New York State Common Retirement Fund | 352,332 | $24.9M | 0.03% | −20,110−5.4% | Reduced |
| National Pension Service | 354,136 | $25.0M | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 386,750 | $27.4M | 0.05% | −71,974−15.7% | Reduced |
| CI Private Wealth, LLC | 386,933 | $27.4M | 0.05% | +276,242+249.6% | Added |
| American Century Companies Inc | 388,763 | $27.5M | 0.02% | +335,110+624.6% | Added |
| Allianz Asset Management GmbH | 401,758 | $28.4M | 0.05% | −16,816−4.0% | Reduced |
| Rhumbline Advisers | 430,668 | $30.5M | 0.03% | −3,907−0.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 435,274 | $30.8M | 6.45% | −2,331−0.5% | Reduced |
| Credit Suisse AG | 443,598 | $31.4M | 0.03% | −409,609−48.0% | Reduced |
| Russell Investments Group, Ltd. | 461,656 | $32.6M | 0.06% | +12,901+2.9% | Added |
| Stifel Financial Corp | 515,640 | $36.5M | 0.05% | −74,976−12.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 519,624 | $36.7M | 0.03% | −18,292−3.4% | Reduced |
| AQR Capital Management LLC | 535,466 | $37.7M | 0.07% | −67,985−11.3% | Reduced |
| Maren Capital LLC | 536,134 | $37.9M | 4.86% | +536,134 | New |
| BloombergSen Inc. | 536,597 | $37.9M | 3.06% | −10,123−1.9% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 543,015 | $38.1M | 0.52% | +543,015 | New |
| Deutsche Bank AG | 538,696 | $38.1M | 0.02% | +50,156+10.3% | Added |
| Dundas Partners LLP | 571,073 | $40.4M | 3.52% | +6,288+1.1% | Added |
| Brandes Investment Partners, LP | 577,245 | $40.8M | 0.62% | +112,011+24.1% | Added |
| Amundi | 603,641 | $43.6M | 0.02% | +268,773+80.3% | Added |
| Principal Financial Group Inc | 622,881 | $44.1M | 0.03% | +379,229+155.6% | Added |
| Swiss National Bank | 644,175 | $45.6M | 0.03% | −26,900−4.0% | Reduced |
| Boston Financial Mangement LLC | 676,106 | $47.8M | 1.62% | −21,521−3.1% | Reduced |
| Truist Financial Corp | 730,105 | $51.6M | 0.08% | +19,011+2.7% | Added |
| Nuveen Asset Management, LLC | 732,659 | $51.8M | 0.02% | −121,840−14.3% | Reduced |
| Raymond James & Associates | 749,007 | $53.0M | 0.04% | −20,016−2.6% | Reduced |
| Envestnet Asset Management Inc | 752,014 | $53.2M | 0.02% | −6,255−0.8% | Reduced |
| Madison Asset Management, LLC | 768,850 | $54.4M | 0.74% | +21,521+2.9% | Added |
| Chilton Investment Co LLC | 790,698 | $55.9M | 1.65% | −25,821−3.2% | Reduced |
| Wellington Management Group LLP | 834,593 | $59.0M | 0.01% | −79,268−8.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 843,475 | $59.7M | 0.06% | +201,420+31.4% | Added |
| Confluence Investment Management LLC | 953,554 | $67.4M | 0.95% | −19,551−2.0% | Reduced |
| HSBC Holdings PLC | 964,311 | $68.1M | 0.06% | +19,161+2.0% | Added |
| Anchor Capital Advisors LLC | 964,858 | $68.2M | 1.80% | −71,153−6.9% | Reduced |
| EULAV Asset Management | 969,260 | $68.5M | 2.12% | +24,000+2.5% | Added |
| Caisse de Depot Et Placement du Quebec | 977,255 | $69.1M | 0.18% | +910,721+1,368.8% | Added |
| Royal Bank of Canada | 1,053,118 | $74.5M | 0.02% | +149,038+16.5% | Added |
| UBS Asset Management Americas Inc | 1,128,086 | $79.8M | 0.03% | +149,976+15.3% | Added |