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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 18,734 | $1.32M | 0.04% | +10,552+129.0% | Added |
| Insight Inv LLC | 18,345 | $1.30M | 1.27% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 18,264 | $1.29M | 0.03% | −413−2.2% | Reduced |
| Cetera Advisor Networks LLC | 18,166 | $1.28M | 0.01% | +5,483+43.2% | Added |
| Eagle Asset Management Inc | 18,014 | $1.27M | 0.01% | −669−3.6% | Reduced |
| Elo Mutual Pension Insurance Co | 17,987 | $1.27M | 0.03% | +387+2.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,707 | $1.25M | 0.02% | +493+2.9% | Added |
| Teachers Retirement System of the State of Kentucky | 17,601 | $1.25M | 0.01% | −835−4.5% | Reduced |
| Gulf International Bank (UK) Ltd | 17,266 | $1.22M | 0.03% | −2,345−12.0% | Reduced |
| Bleakley Financial Group, LLC | 17,244 | $1.22M | 0.04% | +148+0.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,197 | $1.22M | 0.01% | −280,874−94.2% | Reduced |
| DF Dent & Co Inc | 16,998 | $1.20M | 0.02% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 16,986 | $1.20M | 0.03% | −110−0.6% | Reduced |
| Natixis | 16,644 | $1.18M | 0.01% | −46,204−73.5% | Reduced |
| Grace & White Inc | 16,580 | $1.17M | 0.21% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 16,300 | $1.15M | 0.04% | +631+4.0% | Added |
| Maryland State Retirement & Pension System | 16,234 | $1.15M | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 16,062 | $1.14M | 0.02% | −559−3.4% | Reduced |
| Everpar Advisors LLC | 16,062 | $1.14M | 0.53% | +16,062 | New |
| Elgethun Capital Management | 16,036 | $1.13M | 0.32% | −1,064−6.2% | Reduced |
| Personal Cfo Solutions, LLC | 15,952 | $1.13M | 0.20% | −820−4.9% | Reduced |
| Oregon Public Employees Retirement Fund | 15,878 | $1.12M | 0.02% | +100+0.6% | Added |
| Twin Capital Management Inc | 15,673 | $1.11M | 0.15% | −385−2.4% | Reduced |
| Railway Pension Investments Ltd | 15,300 | $1.08M | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 15,213 | $1.08M | 0.02% | −7,286−32.4% | Reduced |
| D.A. Davidson & Co. | 14,938 | $1.06M | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 14,559 | $1.03M | 0.06% | −821−5.3% | Reduced |
| Advisor OS, LLC | 14,472 | $1.02M | 0.13% | −829−5.4% | Reduced |
| Resources Management Corp | 14,457 | $1.02M | 0.15% | +507+3.6% | Added |
| IMC-Chicago, LLC | 14,433 | $1.02M | 0.03% | +14,433 | New |
| Resources Investment Advisors, LLC. | 14,356 | $1.02M | 0.02% | +522+3.8% | Added |
| Waverton Investment Management Ltd | 14,350 | $1.01M | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 14,153 | $1.00M | 0.00% | −13,781−49.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,076 | $995.4K | 0.57% | −166−1.2% | Reduced |
| Versor Investments LP | 14,016 | $991.2K | 0.20% | −305−2.1% | Reduced |
| Private Advisor Group, LLC | 13,956 | $987.0K | 0.01% | +3,782+37.2% | Added |
| Hartford Investment Management Co | 13,951 | $986.6K | 0.04% | −174−1.2% | Reduced |
| Fairfield, Bush & Co. | 13,875 | $981.2K | 0.58% | +585+4.4% | Added |
| Scholtz & Company, LLC | 13,845 | $979.0K | 0.48% | −1,350−8.9% | Reduced |
| Trust Co of Vermont | 13,757 | $972.9K | 0.06% | −285−2.0% | Reduced |
| TownSquare Capital, LLC | 13,747 | $972.2K | 0.02% | +2,446+21.6% | Added |
| Pacer Advisors, Inc. | 13,626 | $963.6K | 0.00% | +709+5.5% | Added |
| JustInvest LLC | 13,504 | $955.0K | 0.02% | −5,950−30.6% | Reduced |
| Cetera Investment Advisers | 13,369 | $945.4K | 0.01% | +122+0.9% | Added |
| Brighton Jones LLC | 13,301 | $940.6K | 0.04% | +13,301 | New |
| Almanack Investment Partners, LLC. | 13,251 | $937.1K | 0.17% | 00.0% | Unchanged |
| Nordea Investment Management AB | 13,225 | $932.0K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 13,170 | $931.4K | 0.07% | +2,529+23.8% | Added |
| Scotia Capital Inc. | 13,138 | $929.1K | 0.01% | +37+0.3% | Added |
| Cornercap Investment Counsel Inc | 13,041 | $922.3K | 0.15% | −1,533−10.5% | Reduced |
| Securian Asset Management, Inc | 12,826 | $907.1K | 0.03% | −1,615−11.2% | Reduced |
| Quadrature Capital Ltd | 12,775 | $903.7K | 0.02% | −20,194−61.3% | Reduced |
| Stegent Equity Advisors, Inc. | 12,731 | $900.4K | 1.06% | +119+0.9% | Added |
| Louisiana State Employees Retirement System | 12,300 | $869.9K | 0.02% | −300−2.4% | Reduced |
| AE Wealth Management LLC | 10,607 | $864.1K | 0.00% | +4,072+62.3% | Added |
| Integrated Wealth Concepts LLC | 12,061 | $853.0K | 0.01% | −725−5.7% | Reduced |
| Resonant Capital Advisors, LLC | 12,054 | $852.5K | 0.08% | −1,743−12.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,938 | $844.3K | 0.07% | −229−1.9% | Reduced |
| Connectus Wealth, LLC | 11,937 | $844.2K | 0.02% | +111+0.9% | Added |
| LRT Capital Management, LLC | 11,656 | $824.3K | 0.78% | +1,631+16.3% | Added |
| SG Americas Securities, LLC | 11,605 | $821.0K | 0.01% | −7,127−38.0% | Reduced |
| Mirabella Financial Services LLP | 11,523 | $814.9K | 0.12% | +11,523 | New |
| HM Payson & Co | 11,494 | $812.9K | 0.02% | 00.0% | Unchanged |
| Otter Creek Advisors, LLC | 11,348 | $802.0K | 0.69% | +11,348 | New |
| Gotham Asset Management, LLC | 11,055 | $781.8K | 0.01% | +1,976+21.8% | Added |
| Kestra Advisory Services, LLC | 10,829 | $765.8K | 0.01% | +4,031+59.3% | Added |
| YHB Investment Advisors, Inc. | 10,743 | $759.7K | 0.07% | −50−0.5% | Reduced |
| New Mexico Educational Retirement Board | 10,450 | $739.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 10,443 | $738.5K | 0.02% | −4,749−31.3% | Reduced |
| JT Stratford LLC | 10,384 | $734.4K | 0.17% | +10,384 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 10,276 | $727.0K | 0.02% | +7,467+265.8% | Added |
| Nations Financial Group Inc, | 10,203 | $721.6K | 0.07% | +3,412+50.2% | Added |
| US Bancorp | 10,159 | $718.9K | 0.00% | +93+0.9% | Added |
| Axxcess Wealth Management, LLC | 10,080 | $712.8K | 0.02% | +5,658+128.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 10,023 | $708.8K | 0.06% | +4,853+93.9% | Added |
| Swedbank AB | 9,844 | $696.2K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 9,832 | $695.3K | 0.15% | +156+1.6% | Added |
| Everence Capital Management Inc | 9,825 | $695.0K | 0.05% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 9,826 | $694.9K | 0.42% | −598−5.7% | Reduced |
| Wedbush Securities Inc | 9,755 | $690.0K | 0.03% | +21+0.2% | Added |
| Exchange Traded Concepts, LLC | 9,680 | $684.6K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 9,566 | $676.5K | 0.03% | −520−5.2% | Reduced |
| LVW Advisors, LLC | 9,471 | $669.8K | 0.13% | −140−1.5% | Reduced |
| M&T Bank Corp | 9,465 | $669.4K | 0.00% | +234+2.5% | Added |
| Veriti Management LLC | 9,454 | $668.6K | 0.06% | +1,649+21.1% | Added |
| Unigestion Holding SA | 9,315 | $658.8K | 0.04% | +9,315 | New |
| Ballentine Partners, LLC | 9,180 | $649.2K | 0.01% | +147+1.6% | Added |
| Federation des caisses Desjardins du Quebec | 9,111 | $644.3K | 0.01% | +7,537+478.8% | Added |
| Washington Capital Management Inc | 9,000 | $636.5K | 0.54% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 9,000 | $636.5K | 0.56% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 8,889 | $628.6K | 0.18% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 8,687 | $614.3K | 0.01% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 8,662 | $612.6K | 0.25% | 00.0% | Unchanged |
| DFPG Investments, LLC | 8,411 | $610.3K | 0.05% | +1,060+14.4% | Added |
| Cresset Asset Management, LLC | 8,620 | $609.6K | 0.00% | +499+6.1% | Added |
| Cadent Capital Advisors, LLC | 8,608 | $608.8K | 0.31% | 00.0% | Unchanged |
| Commerce Bank | 8,332 | $589.2K | 0.00% | +422+5.3% | Added |
| Metropolitan Life Insurance Co | 8,291 | $586.3K | 0.03% | −126−1.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,193 | $579.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,937 | $561.0K | 0.02% | +2,477+45.4% | Added |