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 |
|---|---|---|---|---|---|
| Umb Bank N A | 7,871 | $556.6K | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 7,669 | $542.4K | 0.00% | +128+1.7% | Added |
| Guggenheim Capital LLC | 7,577 | $535.8K | 0.00% | −29,187−79.4% | Reduced |
| Ontario Teachers Pension Plan Board | 7,574 | $535.6K | 0.01% | −4,248−35.9% | Reduced |
| Kornitzer Capital Management Inc | 7,572 | $535.5K | 0.01% | +52+0.7% | Added |
| Ancora Advisors, LLC | 7,564 | $534.9K | 0.01% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 7,506 | $530.9K | 0.32% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 7,435 | $525.8K | 0.00% | +1,143+18.2% | Added |
| Gratus Capital LLC | 7,421 | $524.8K | 0.03% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 7,399 | $523.3K | 0.68% | −1,182−13.8% | Reduced |
| Swiss Life Asset Management Ltd | 7,293 | $517.3K | 0.01% | +7,293 | New |
| Cobblestone Capital Advisors LLC | 7,303 | $516.5K | 0.03% | +889+13.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,258 | $513.3K | 0.04% | +262+3.7% | Added |
| Park Avenue Securities LLC | 7,209 | $510.0K | 0.01% | +875+13.8% | Added |
| Empower Advisory Group, LLC | 7,200 | $509.2K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 7,175 | $507.4K | 0.10% | +560+8.5% | Added |
| Norinchukin Bank, The | 7,134 | $504.5K | 0.01% | −666−8.5% | Reduced |
| SRB Corp | 7,100 | $502.1K | 0.03% | −436−5.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,035 | $497.5K | 0.00% | −219−3.0% | Reduced |
| Empire Financial Management Company, LLC | 7,004 | $495.3K | 0.19% | +314+4.7% | Added |
| Empirical Finance, LLC | 6,800 | $480.9K | 0.03% | +53+0.8% | Added |
| Granite Bay Wealth Management, LLC | 7,001 | $479.0K | 0.00% | +12+0.2% | Added |
| Brinker Capital Investments, LLC | 6,594 | $478.8K | 0.01% | −100−1.5% | Reduced |
| Orion Portfolio Solutions, LLC | 6,594 | $478.8K | 0.01% | −100−1.5% | Reduced |
| Gifford Fong Associates | 6,750 | $477.0K | 0.10% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,664 | $471.3K | 0.01% | +234+3.6% | Added |
| Centiva Capital, LP | 6,633 | $469.1K | 0.03% | +3,026+83.9% | Added |
| Petrus Trust Company, LTA | 6,598 | $466.6K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 6,555 | $463.6K | 0.01% | −6,300−49.0% | Reduced |
| Symmetry Partners, LLC | 6,558 | $462.0K | 0.02% | −897−12.0% | Reduced |
| Davenport & Co LLC | 6,506 | $460.1K | 0.00% | −4−0.1% | Reduced |
| Snowden Capital Advisors LLC | 6,452 | $456.3K | 0.02% | +589+10.0% | Added |
| Glenmede Trust Co NA | 6,450 | $456.1K | 0.00% | +157+2.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,448 | $456.0K | 0.01% | +26+0.4% | Added |
| FDx Advisors, Inc. | 6,453 | $456.0K | 0.04% | −644−9.1% | Reduced |
| Ci Investments Inc. | 6,427 | $455.0K | 0.00% | +3,343+108.4% | Added |
| Hilltop Holdings Inc. | 6,429 | $454.7K | 0.05% | +6,429 | New |
| Gallacher Capital Management LLC | 6,405 | $453.0K | 0.25% | +2,988+87.4% | Added |
| TrinityPoint Wealth, LLC | 6,403 | $452.8K | 0.08% | +117+1.9% | Added |
| Lincoln National Corp | 6,393 | $452.1K | 0.01% | +302+5.0% | Added |
| Eagle Harbor Asset Management Inc | 6,376 | $450.9K | 0.52% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 6,357 | $449.6K | 0.07% | −8,218−56.4% | Reduced |
| Heritage Wealth Management, LLC | 6,318 | $446.8K | 0.24% | +6,318 | New |
| Bradley Foster & Sargent Inc | 6,175 | $436.7K | 0.01% | −750−10.8% | Reduced |
| Fort Washington Investment Advisors Inc | 6,150 | $434.9K | 0.00% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 6,104 | $431.7K | 0.01% | +6,104 | New |
| Forum Financial Management, LP | 6,069 | $429.2K | 0.01% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 6,066 | $429.0K | 0.26% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 5,932 | $419.5K | 0.32% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 5,932 | $419.5K | 0.05% | +5,932 | New |
| Mutual Advisors, LLC | 5,923 | $418.9K | 0.01% | +5,923 | New |
| We Are One Seven, LLC | 5,836 | $412.7K | 0.02% | −197−3.3% | Reduced |
| Argent Trust Co | 5,778 | $408.6K | 0.02% | −10.0% | Reduced |
| Credit Agricole S A | 5,764 | $407.6K | 0.01% | +3,851+201.3% | Added |
| CWS Financial Advisors, LLC | 5,738 | $405.8K | 0.15% | −779−12.0% | Reduced |
| Wealth Alliance | 5,638 | $398.7K | 0.06% | −22−0.4% | Reduced |
| Ambassador Advisors, LLC | 4,878 | $397.0K | 0.09% | +639+15.1% | Added |
| Wright Investors Service Inc | 5,542 | $391.9K | 0.11% | +5,542 | New |
| AXA S.A. | 5,446 | $385.1K | 0.00% | +674+14.1% | Added |
| DORVAL Corp | 5,314 | $375.8K | 0.18% | +5,314 | New |
| Oversea-Chinese Banking CORP Ltd | 5,274 | $373.0K | 0.01% | +5,274 | New |
| Vinva Investment Management Ltd | 5,269 | $371.0K | 0.03% | +5,269 | New |
| Tokio Marine Asset Management Co Ltd | 5,223 | $369.4K | 0.02% | +753+16.8% | Added |
| Harbour Investments, Inc. | 5,188 | $366.9K | 0.02% | +969+23.0% | Added |
| EverSource Wealth Advisors, LLC | 5,180 | $366.4K | 0.03% | −9−0.2% | Reduced |
| Alps Advisors Inc | 5,134 | $363.1K | 0.00% | −291−5.4% | Reduced |
| Greenleaf Trust | 5,103 | $360.9K | 0.00% | +418+8.9% | Added |
| Cornerstone Investment Partners, LLC | 5,089 | $359.9K | 0.02% | +1,771+53.4% | Added |
| Brown Advisory Inc | 5,069 | $358.5K | 0.00% | +1,336+35.8% | Added |
| Bard Financial Services, Inc. | 5,060 | $357.8K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 5,030 | $355.7K | 0.04% | −4−0.1% | Reduced |
| Ritholtz Wealth Management | 5,018 | $354.9K | 0.01% | −58−1.1% | Reduced |
| Avestar Capital, LLC | 5,016 | $354.7K | 0.04% | −93−1.8% | Reduced |
| Sage Capital Advisors,llc | 5,000 | $353.6K | 0.11% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 4,969 | $351.4K | 0.03% | +46+0.9% | Added |
| Fifth Third Bancorp | 4,957 | $350.6K | 0.00% | +54+1.1% | Added |
| Tufton Capital Management | 4,950 | $350.1K | 0.07% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 4,938 | $349.2K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 4,939 | $349.0K | 0.01% | −49−1.0% | Reduced |
| Meitav Dash Investments Ltd | 4,950 | $348.6K | 0.01% | +4,950 | New |
| Aspen Investment Management Inc | 4,913 | $347.0K | 0.19% | +4,913 | New |
| Naples Global Advisors, LLC | 4,892 | $346.0K | 0.04% | 00.0% | Unchanged |
| Platform Technology Partners | 4,255 | $343.4K | 0.13% | −5−0.1% | Reduced |
| Skba Capital Management LLC | 4,845 | $342.6K | 0.06% | +715+17.3% | Added |
| Investment Management Corp of Ontario | 4,801 | $339.5K | 0.01% | +4,801 | New |
| Baron Wealth Management LLC | 4,766 | $337.1K | 0.18% | +127+2.7% | Added |
| Wedmont Private Capital | 4,631 | $336.3K | 0.03% | +873+23.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,734 | $334.8K | 0.02% | +86+1.9% | Added |
| Avantax Advisory Services, Inc. | 4,733 | $334.7K | 0.00% | +4,733 | New |
| Arkadios Wealth Advisors | 4,688 | $331.5K | 0.03% | +4,688 | New |
| Banco Santander, S.A. | 4,688 | $331.5K | 0.00% | +4,688 | New |
| Graham Capital Wealth Management, LLC | 4,685 | $331.3K | 0.87% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,668 | $330.1K | 0.03% | +100+2.2% | Added |
| Siemens Fonds Invest GmbH | 4,663 | $329.8K | 0.03% | +4,663 | New |
| Wealth Advisors of Iowa, LLC | 4,648 | $328.7K | 0.22% | −250−5.1% | Reduced |
| Romano Brothers and Company | 4,625 | $327.1K | 0.05% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 4,616 | $326.4K | 0.06% | −579−11.1% | Reduced |
| United Capital Financial Advisers, LLC | 4,588 | $324.5K | 0.00% | +4,588 | New |
| Blair William & Co | 4,584 | $324.2K | 0.00% | +58+1.3% | Added |
| Keybank National Association | 4,513 | $319.2K | 0.00% | −4−0.1% | Reduced |