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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 1,151,883 | $81.5M | 0.30% | +352,825+44.2% | Added |
| California Public Employees Retirement System | 1,184,407 | $83.8M | 0.06% | +36,446+3.2% | Added |
| UBS Group AG | 1,261,200 | $89.2M | 0.04% | +458,840+57.2% | Added |
| Barclays PLC | 1,273,386 | $90.1M | 0.05% | +340,056+36.4% | Added |
| Goldman Sachs Group Inc | 1,396,565 | $98.8M | 0.02% | −88,741−6.0% | Reduced |
| Legal & General Group Plc | 1,461,873 | $103.4M | 0.03% | −19,871−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,684,279 | $119.1M | 0.03% | +50,861+3.1% | Added |
| Bank of New York Mellon Corp | 1,736,231 | $122.8M | 0.02% | −12,379−0.7% | Reduced |
| Bank of America Corp | 1,753,695 | $124.0M | 0.01% | −7,554−0.4% | Reduced |
| Wells Fargo & Company | 1,797,235 | $127.1M | 0.04% | +5,973+0.3% | Added |
| Manufacturers Life Insurance Company, The | 1,904,555 | $134.7M | 0.08% | +898,027+89.2% | Added |
| Polar Capital Holdings Plc | 1,907,500 | $134.9M | 0.94% | −17,500−0.9% | Reduced |
| Dimensional Fund Advisors LP | 1,933,712 | $136.7M | 0.04% | +138,276+7.7% | Added |
| 1832 Asset Management L.P. | 1,949,102 | $137.8M | 0.26% | −69,081−3.4% | Reduced |
| Northern Trust Corp | 2,041,442 | $144.4M | 0.03% | +39,594+2.0% | Added |
| APG Asset Management N.V. | 2,498,960 | $160.0M | 0.31% | +366,609+17.2% | Added |
| Invesco Ltd. | 2,691,156 | $190.3M | 0.05% | +318,703+13.4% | Added |
| First Trust Advisors LP | 2,783,300 | $196.8M | 0.21% | −190,898−6.4% | Reduced |
| Norges Bank | 3,020,851 | $213.6M | 0.04% | −78,100−2.5% | Reduced |
| JPMorgan Chase & Co | 4,307,864 | $304.7M | 0.03% | +253,879+6.3% | Added |
| Geode Capital Management, LLC | 4,796,488 | $338.8M | 0.04% | +138,934+3.0% | Added |
| Victory Capital Management Inc | 5,793,764 | $409.7M | 0.43% | +154,468+2.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,013,442 | $496.0M | 1.24% | +194,318+2.8% | Added |
| Janus Henderson Group PLC | 7,973,202 | $563.9M | 0.34% | −252,011−3.1% | Reduced |
| State Street Corp | 10,894,551 | $770.5M | 0.04% | −213,624−1.9% | Reduced |
| Morgan Stanley | 12,581,520 | $889.8M | 0.08% | −483,704−3.7% | Reduced |
| BlackRock Inc. | 16,362,425 | $1.16B | 0.03% | +2,758,561+20.3% | Added |
| Vanguard Group Inc | 24,243,598 | $1.71B | 0.04% | −87,726−0.4% | Reduced |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −370,632−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −318,232−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −247,779−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −230,590−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −122,517−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −105,838−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −81,550−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −77,474−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −57,498−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −52,900−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −47,108−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −34,933−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −27,662−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −22,400−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −20,341−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −15,824−100.0% | Sold out |
| SRN Advisors, LLC | 0 | $0 | 0.00% | −10,655−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −10,341−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,979−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −9,221−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,132−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −7,540−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,008−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −4,918−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,735−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −4,085−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −3,890−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −3,748−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −3,746−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −3,166−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,543−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,265−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −927−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Gyroscope Capital Management Group, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |