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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.

Other share classesWRB.PEWRB.PFWRB.PGWRB.PH

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.

Institutional holdersQ4 2023: 728 institutions
Q1 2021: 507 institutionsQ2 2021: 526 institutionsQ3 2021: 513 institutionsQ4 2021: 575 institutionsQ1 2022: 617 institutionsQ2 2022: 665 institutionsQ3 2022: 667 institutionsQ4 2022: 716 institutionsQ1 2023: 693 institutionsQ2 2023: 660 institutionsQ3 2023: 667 institutionsQ4 2023: 728 institutionsQ1 2024: 772 institutionsQ2 2024: 758 institutionsQ3 2024: 800 institutionsQ4 2024: 876 institutionsQ1 2025: 915 institutionsQ2 2025: 923 institutionsQ3 2025: 934 institutionsQ4 2025: 952 institutionsQ1 2026: 926 institutionsQ2 2026: 954 institutions
Value heldQ4 2023: $12.6B
Q1 2021: $9.36BQ2 2021: $9.17BQ3 2021: $9.04BQ4 2021: $10.1BQ1 2022: $12.1BQ2 2022: $12.6BQ3 2022: $11.9BQ4 2022: $13.2BQ1 2023: $11.2BQ2 2023: $10.3BQ3 2023: $11.0BQ4 2023: $12.6BQ1 2024: $15.9BQ2 2024: $13.8BQ3 2024: $14.8BQ4 2024: $15.3BQ1 2025: $18.7BQ2 2025: $18.7BQ3 2025: $18.7BQ4 2025: $19.9BQ1 2026: $18.5BQ2 2026: $19.7B
Institutions holding WRB and their total value by quarter
QuarterHoldersValue
Q2 2026954$19.7B
Q1 2026926$18.5B
Q4 2025952$19.9B
Q3 2025934$18.7B
Q2 2025923$18.7B
Q1 2025915$18.7B
Q4 2024876$15.3B
Q3 2024800$14.8B
Q2 2024758$13.8B
Q1 2024772$15.9B
Q4 2023728$12.6B
Q3 2023667$11.0B
Q2 2023660$10.3B
Q1 2023693$11.2B
Q4 2022716$13.2B
Q3 2022667$11.9B
Q2 2022665$12.6B
Q1 2022617$12.1B
Q4 2021575$10.1B
Q3 2021513$9.04B
Q2 2021526$9.17B
Q1 2021507$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.

Institutions holding WRB in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Umb Bank N A7,871$556.6K0.01%00.0%Unchanged
ING Groep NV7,669$542.4K0.00%+128+1.7%Added
Guggenheim Capital LLC7,577$535.8K0.00%−29,187−79.4%Reduced
Ontario Teachers Pension Plan Board7,574$535.6K0.01%−4,248−35.9%Reduced
Kornitzer Capital Management Inc7,572$535.5K0.01%+52+0.7%Added
Ancora Advisors, LLC7,564$534.9K0.01%00.0%Unchanged
NCM Capital Management, LLC7,506$530.9K0.32%00.0%Unchanged
Wealthfront Advisers LLC7,435$525.8K0.00%+1,143+18.2%Added
Gratus Capital LLC7,421$524.8K0.03%00.0%Unchanged
Cognios Beta Neutral Large Cap Fund, LP7,399$523.3K0.68%−1,182−13.8%Reduced
Swiss Life Asset Management Ltd7,293$517.3K0.01%+7,293New
Cobblestone Capital Advisors LLC7,303$516.5K0.03%+889+13.9%Added
Kentucky Retirement Systems Insurance Trust Fund7,258$513.3K0.04%+262+3.7%Added
Park Avenue Securities LLC7,209$510.0K0.01%+875+13.8%Added
Empower Advisory Group, LLC7,200$509.2K0.00%00.0%Unchanged
Hamilton Capital Partners Inc.7,175$507.4K0.10%+560+8.5%Added
Norinchukin Bank, The7,134$504.5K0.01%−666−8.5%Reduced
SRB Corp7,100$502.1K0.03%−436−5.8%Reduced
Wealth Enhancement Advisory Services, LLC7,035$497.5K0.00%−219−3.0%Reduced
Empire Financial Management Company, LLC7,004$495.3K0.19%+314+4.7%Added
Empirical Finance, LLC6,800$480.9K0.03%+53+0.8%Added
Granite Bay Wealth Management, LLC7,001$479.0K0.00%+12+0.2%Added
Brinker Capital Investments, LLC6,594$478.8K0.01%−100−1.5%Reduced
Orion Portfolio Solutions, LLC6,594$478.8K0.01%−100−1.5%Reduced
Gifford Fong Associates6,750$477.0K0.10%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.6,664$471.3K0.01%+234+3.6%Added
Centiva Capital, LP6,633$469.1K0.03%+3,026+83.9%Added
Petrus Trust Company, LTA6,598$466.6K0.04%00.0%Unchanged
Meiji Yasuda Life Insurance Co6,555$463.6K0.01%−6,300−49.0%Reduced
Symmetry Partners, LLC6,558$462.0K0.02%−897−12.0%Reduced
Davenport & Co LLC6,506$460.1K0.00%−4−0.1%Reduced
Snowden Capital Advisors LLC6,452$456.3K0.02%+589+10.0%Added
Glenmede Trust Co NA6,450$456.1K0.00%+157+2.5%Added
Northwestern Mutual Investment Management Company, LLC6,448$456.0K0.01%+26+0.4%Added
FDx Advisors, Inc.6,453$456.0K0.04%−644−9.1%Reduced
Ci Investments Inc.6,427$455.0K0.00%+3,343+108.4%Added
Hilltop Holdings Inc.6,429$454.7K0.05%+6,429New
Gallacher Capital Management LLC6,405$453.0K0.25%+2,988+87.4%Added
TrinityPoint Wealth, LLC6,403$452.8K0.08%+117+1.9%Added
Lincoln National Corp6,393$452.1K0.01%+302+5.0%Added
Eagle Harbor Asset Management Inc6,376$450.9K0.52%00.0%Unchanged
Nilsine Partners, LLC6,357$449.6K0.07%−8,218−56.4%Reduced
Heritage Wealth Management, LLC6,318$446.8K0.24%+6,318New
Bradley Foster & Sargent Inc6,175$436.7K0.01%−750−10.8%Reduced
Fort Washington Investment Advisors Inc6,150$434.9K0.00%00.0%Unchanged
Degroof Petercam Asset Management6,104$431.7K0.01%+6,104New
Forum Financial Management, LP6,069$429.2K0.01%00.0%Unchanged
Citadel Investment Advisory, Inc.6,066$429.0K0.26%00.0%Unchanged
Matrix Private Capital Group LLC5,932$419.5K0.32%00.0%Unchanged
Greenwood Capital Associates LLC5,932$419.5K0.05%+5,932New
Mutual Advisors, LLC5,923$418.9K0.01%+5,923New
We Are One Seven, LLC5,836$412.7K0.02%−197−3.3%Reduced
Argent Trust Co5,778$408.6K0.02%−10.0%Reduced
Credit Agricole S A5,764$407.6K0.01%+3,851+201.3%Added
CWS Financial Advisors, LLC5,738$405.8K0.15%−779−12.0%Reduced
Wealth Alliance5,638$398.7K0.06%−22−0.4%Reduced
Ambassador Advisors, LLC4,878$397.0K0.09%+639+15.1%Added
Wright Investors Service Inc5,542$391.9K0.11%+5,542New
AXA S.A.5,446$385.1K0.00%+674+14.1%Added
DORVAL Corp5,314$375.8K0.18%+5,314New
Oversea-Chinese Banking CORP Ltd5,274$373.0K0.01%+5,274New
Vinva Investment Management Ltd5,269$371.0K0.03%+5,269New
Tokio Marine Asset Management Co Ltd5,223$369.4K0.02%+753+16.8%Added
Harbour Investments, Inc.5,188$366.9K0.02%+969+23.0%Added
EverSource Wealth Advisors, LLC5,180$366.4K0.03%−9−0.2%Reduced
Alps Advisors Inc5,134$363.1K0.00%−291−5.4%Reduced
Greenleaf Trust5,103$360.9K0.00%+418+8.9%Added
Cornerstone Investment Partners, LLC5,089$359.9K0.02%+1,771+53.4%Added
Brown Advisory Inc5,069$358.5K0.00%+1,336+35.8%Added
Bard Financial Services, Inc.5,060$357.8K0.04%00.0%Unchanged
Private Trust Co NA5,030$355.7K0.04%−4−0.1%Reduced
Ritholtz Wealth Management5,018$354.9K0.01%−58−1.1%Reduced
Avestar Capital, LLC5,016$354.7K0.04%−93−1.8%Reduced
Sage Capital Advisors,llc5,000$353.6K0.11%00.0%Unchanged
Tectonic Advisors LLC4,969$351.4K0.03%+46+0.9%Added
Fifth Third Bancorp4,957$350.6K0.00%+54+1.1%Added
Tufton Capital Management4,950$350.1K0.07%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG4,938$349.2K0.00%00.0%Unchanged
Vestcor Inc4,939$349.0K0.01%−49−1.0%Reduced
Meitav Dash Investments Ltd4,950$348.6K0.01%+4,950New
Aspen Investment Management Inc4,913$347.0K0.19%+4,913New
Naples Global Advisors, LLC4,892$346.0K0.04%00.0%Unchanged
Platform Technology Partners4,255$343.4K0.13%−5−0.1%Reduced
Skba Capital Management LLC4,845$342.6K0.06%+715+17.3%Added
Investment Management Corp of Ontario4,801$339.5K0.01%+4,801New
Baron Wealth Management LLC4,766$337.1K0.18%+127+2.7%Added
Wedmont Private Capital4,631$336.3K0.03%+873+23.2%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,734$334.8K0.02%+86+1.9%Added
Avantax Advisory Services, Inc.4,733$334.7K0.00%+4,733New
Arkadios Wealth Advisors4,688$331.5K0.03%+4,688New
Banco Santander, S.A.4,688$331.5K0.00%+4,688New
Graham Capital Wealth Management, LLC4,685$331.3K0.87%00.0%Unchanged
Schechter Investment Advisors, LLC4,668$330.1K0.03%+100+2.2%Added
Siemens Fonds Invest GmbH4,663$329.8K0.03%+4,663New
Wealth Advisors of Iowa, LLC4,648$328.7K0.22%−250−5.1%Reduced
Romano Brothers and Company4,625$327.1K0.05%00.0%Unchanged
Fiduciary Alliance LLC4,616$326.4K0.06%−579−11.1%Reduced
United Capital Financial Advisers, LLC4,588$324.5K0.00%+4,588New
Blair William & Co4,584$324.2K0.00%+58+1.3%Added
Keybank National Association4,513$319.2K0.00%−4−0.1%Reduced