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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 49,377 | $3.49M | 0.03% | −921−1.8% | Reduced |
| Vident Advisory, LLC | 48,361 | $3.42M | 0.09% | +1,926+4.1% | Added |
| Fairman Group, LLC | 47,785 | $3.38M | 3.23% | +47,785 | New |
| CIBC World Markets Corp | 47,313 | $3.35M | 0.02% | +14,639+44.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,120 | $3.33M | 0.01% | −2,847−5.7% | Reduced |
| Asset Management Group, Inc. | 45,952 | $3.25M | 0.65% | −720−1.5% | Reduced |
| Retirement Systems of Alabama | 44,898 | $3.18M | 0.01% | −1,102−2.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,612 | $3.15M | 0.02% | +3,706+9.1% | Added |
| IFM Investors Pty Ltd | 44,450 | $3.14M | 0.04% | −1,469−3.2% | Reduced |
| Spears Abacus Advisors LLC | 44,400 | $3.14M | 0.25% | −726−1.6% | Reduced |
| USS Investment Management Ltd | 43,658 | $3.09M | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 43,534 | $3.08M | 0.01% | −8,314−16.0% | Reduced |
| ProShare Advisors LLC | 42,069 | $2.98M | 0.01% | −2,739−6.1% | Reduced |
| Texas Permanent School Fund | 42,065 | $2.97M | 0.03% | +26+0.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 41,541 | $2.94M | 0.01% | −4,012−8.8% | Reduced |
| Independent Advisor Alliance | 41,452 | $2.93M | 0.11% | +3,293+8.6% | Added |
| WBI Investments | 41,189 | $2.91M | 0.58% | +41,189 | New |
| Forsta Ap-Fonden | 40,900 | $2.89M | 0.03% | −1,700−4.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 40,500 | $2.86M | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 40,170 | $2.84M | 0.01% | −7,485−15.7% | Reduced |
| Agf Management Ltd | 39,553 | $2.80M | 0.02% | −9,806−19.9% | Reduced |
| Panagora Asset Management Inc | 39,424 | $2.79M | 0.02% | −8,268−17.3% | Reduced |
| Advisory Services Network, LLC | 39,405 | $2.79M | 0.07% | +4,409+12.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 39,320 | $2.78M | 0.02% | −500−1.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 39,259 | $2.78M | 0.01% | +768+2.0% | Added |
| Creative Planning | 39,083 | $2.76M | 0.01% | +1,650+4.4% | Added |
| State of Alaska, Department of Revenue | 39,002 | $2.76M | 0.03% | −2,360−5.7% | Reduced |
| DnB Asset Management AS | 38,736 | $2.74M | 0.01% | −89−0.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 38,178 | $2.70M | 0.12% | +5,473+16.7% | Added |
| Sepio Capital, LP | 37,748 | $2.67M | 0.22% | −1,409−3.6% | Reduced |
| Citadel Advisors LLC | 36,504 | $2.58M | 0.00% | −670,399−94.8% | Reduced |
| KLCM Advisors, Inc. | 36,349 | $2.57M | 0.40% | 00.0% | Unchanged |
| Czech National Bank | 35,680 | $2.52M | 0.04% | +123+0.3% | Added |
| Alamar Capital Management, LLC | 35,617 | $2.52M | 2.00% | +495+1.4% | Added |
| Griffin Asset Management, Inc. | 35,479 | $2.51M | 0.32% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 35,170 | $2.49M | 0.36% | −54−0.2% | Reduced |
| Daiwa Securities Group Inc. | 34,963 | $2.47M | 0.02% | +308+0.9% | Added |
| Manchester Financial Inc | 34,873 | $2.47M | 0.69% | −395−1.1% | Reduced |
| Utah Retirement Systems | 34,701 | $2.45M | 0.03% | −200−0.6% | Reduced |
| Ostrum Asset Management | 34,545 | $2.44M | 0.21% | +3,116+9.9% | Added |
| Ameritas Investment Partners, Inc. | 34,165 | $2.42M | 0.09% | −2,024−5.6% | Reduced |
| Prudential PLC | 34,051 | $2.41M | 0.03% | −26−0.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 33,929 | $2.40M | 1.72% | −2,043−5.7% | Reduced |
| Tredje AP-fonden | 32,617 | $2.31M | 0.03% | −1,815−5.3% | Reduced |
| Dean Investment Associates, LLC | 32,334 | $2.29M | 0.33% | −2,269−6.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 31,905 | $2.26M | 0.25% | +103+0.3% | Added |
| Public Sector Pension Investment Board | 31,792 | $2.25M | 0.02% | −16,079−33.6% | Reduced |
| Accurate Wealth Management, LLC | 30,770 | $2.24M | 0.70% | +30,770 | New |
| TD Private Client Wealth LLC | 31,175 | $2.20M | 0.08% | −1,137−3.5% | Reduced |
| Thrivent Financial for Lutherans | 30,967 | $2.19M | 0.00% | −64,160−67.4% | Reduced |
| Belpointe Asset Management LLC | 30,961 | $2.19M | 0.19% | −3,376−9.8% | Reduced |
| Tower Research Capital LLC (TRC) | 30,128 | $2.13M | 0.03% | +3,023+11.2% | Added |
| Beacon Pointe Advisors, LLC | 29,757 | $2.10M | 0.03% | +3,558+13.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 29,482 | $2.08M | 0.00% | −5,197−15.0% | Reduced |
| Raymond James Trust N.A. | 29,372 | $2.08M | 0.05% | +3,295+12.6% | Added |
| New York Life Investment Management LLC | 28,920 | $2.05M | 0.02% | −181−0.6% | Reduced |
| Caldwell Trust Co | 28,774 | $2.03M | 0.26% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 28,747 | $2.03M | 0.01% | +14,933+108.1% | Added |
| Ossiam | 28,569 | $2.02M | 0.03% | +63+0.2% | Added |
| Rockefeller Capital Management L.P. | 28,362 | $2.01M | 0.01% | −2,039−6.7% | Reduced |
| CIBC Asset Management Inc | 28,167 | $1.99M | 0.01% | −1,016−3.5% | Reduced |
| Yousif Capital Management, LLC | 28,043 | $1.98M | 0.02% | −13,506−32.5% | Reduced |
| STRS Ohio | 27,817 | $1.97M | 0.01% | +1,188+4.5% | Added |
| O'Shaughnessy Asset Management, LLC | 27,362 | $1.94M | 0.03% | −10,609−27.9% | Reduced |
| Mutual of America Capital Management LLC | 27,264 | $1.93M | 0.02% | −1,209−4.2% | Reduced |
| Empowered Funds, LLC | 27,010 | $1.91M | 0.05% | +10,577+64.4% | Added |
| Squarepoint Ops LLC | 26,765 | $1.89M | 0.01% | −57,504−68.2% | Reduced |
| CIBC Private Wealth Group, LLC | 26,543 | $1.88M | 0.00% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 26,175 | $1.85M | 1.07% | −800−3.0% | Reduced |
| Xponance, Inc. | 26,072 | $1.84M | 0.02% | −1,505−5.5% | Reduced |
| Pathstone Holdings, LLC | 25,482 | $1.80M | 0.01% | +25,482 | New |
| Aurora Investment Counsel | 26,317 | $1.79M | 1.16% | +645+2.5% | Added |
| Neuberger Berman Group LLC | 24,679 | $1.75M | 0.00% | −6,565−21.0% | Reduced |
| Intrepid Capital Management Inc | 24,595 | $1.74M | 1.19% | 00.0% | Unchanged |
| MML Investors Services, LLC | 23,781 | $1.68M | 0.01% | +4,122+21.0% | Added |
| British Columbia Investment Management Corp | 23,715 | $1.68M | 0.01% | +4,806+25.4% | Added |
| Nissay Asset Management Corp | 23,241 | $1.64M | 0.01% | +545+2.4% | Added |
| Citizens National Bank Trust Department | 23,000 | $1.63M | 0.41% | +1,100+5.0% | Added |
| Illinois Municipal Retirement Fund | 22,733 | $1.61M | 0.03% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 21,929 | $1.55M | 0.19% | +10.0% | Added |
| Dean Capital Management | 21,613 | $1.53M | 0.94% | +1,080+5.3% | Added |
| Dynamic Technology Lab Private Ltd | 21,517 | $1.52M | 0.16% | −6,179−22.3% | Reduced |
| CWM Advisors, LLC | 21,434 | $1.52M | 0.17% | +435+2.1% | Added |
| Delphi Management Inc | 21,332 | $1.51M | 1.39% | −22,304−51.1% | Reduced |
| Ethic Inc. | 20,895 | $1.48M | 0.04% | +4,405+26.7% | Added |
| Steward Partners Investment Advisory, LLC | 20,846 | $1.47M | 0.02% | +5,509+35.9% | Added |
| Edgestream Partners, L.P. | 20,711 | $1.46M | 0.11% | +20,711 | New |
| Williamson Legacy Group, LLC | 20,705 | $1.46M | 1.36% | +20,705 | New |
| Verition Fund Management LLC | 20,605 | $1.46M | 0.01% | −16,926−45.1% | Reduced |
| iA Global Asset Management Inc. | 20,469 | $1.45M | 0.03% | +8,532+71.5% | Added |
| Leavell Investment Management, Inc. | 20,403 | $1.44M | 0.09% | −190−0.9% | Reduced |
| Cumberland Partners Ltd | 20,000 | $1.41M | 0.13% | +3,000+17.6% | Added |
| Pensionfund Sabic | 20,000 | $1.41M | 0.45% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 19,887 | $1.41M | 0.09% | +655+3.4% | Added |
| Qsemble Capital Management, LP | 19,787 | $1.40M | 0.35% | +15,487+360.2% | Added |
| Lido Advisors, LLC | 19,627 | $1.39M | 0.01% | −4,857−19.8% | Reduced |
| Jefferies Financial Group Inc. | 19,500 | $1.38M | 0.02% | +2,187+12.6% | Added |
| Brendel Financial Advisors LLC | 19,293 | $1.36M | 0.89% | +19,293 | New |
| Applied Capital LLC | 19,150 | $1.35M | 1.25% | −682−3.4% | Reduced |
| Aviva PLC | 18,840 | $1.33M | 0.00% | +11,233+147.7% | Added |