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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 4,506 | $318.7K | 0.01% | −53−1.2% | Reduced |
| Diligent Investors, LLC | 4,500 | $318.2K | 0.09% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 4,500 | $318.2K | 0.32% | +4,500 | New |
| Eagle Ridge Investment Management | 4,483 | $317.0K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,392 | $310.6K | 0.01% | +140+3.3% | Added |
| Sequoia Financial Advisors, LLC | 4,248 | $300.4K | 0.00% | +4,248 | New |
| Coldstream Capital Management Inc | 4,193 | $296.6K | 0.01% | −52−1.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,131 | $292.1K | 0.02% | +11+0.3% | Added |
| Carmel Capital Partners, LLC | 4,125 | $291.7K | 0.15% | −179−4.2% | Reduced |
| Nomura Holdings Inc | 4,114 | $290.9K | 0.00% | +4,114 | New |
| HB Wealth Management, LLC | 4,089 | $289.2K | 0.00% | +4,089 | New |
| M&R Capital Management Inc | 4,000 | $282.9K | 0.07% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,982 | $281.6K | 0.03% | −60−1.5% | Reduced |
| IFG Advisory, LLC | 3,880 | $274.4K | 0.02% | +296+8.3% | Added |
| Atomi Financial Group, Inc. | 3,879 | $274.3K | 0.04% | +3,879 | New |
| GTS Securities LLC | 3,878 | $274.3K | 0.01% | +3,878 | New |
| Banque Pictet & Cie SA | 3,867 | $273.5K | 0.00% | −14,467−78.9% | Reduced |
| Epoch Investment Partners, Inc. | 3,822 | $270.3K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,818 | $270.0K | 0.02% | +3,818 | New |
| MJP Associates Inc | 3,773 | $266.8K | 0.07% | +115+3.1% | Added |
| Prime Capital Investment Advisors, LLC | 3,754 | $265.5K | 0.00% | +3,754 | New |
| Beacon Financial Group | 3,710 | $262.4K | 0.03% | +3,710 | New |
| Prelude Capital Management, LLC | 3,659 | $258.8K | 0.02% | +202+5.8% | Added |
| Keebeck Alpha, LP | 3,659 | $258.8K | 0.20% | +328+9.8% | Added |
| Financial Security Advisor, Inc. | 3,656 | $258.5K | 0.10% | −34−0.9% | Reduced |
| Osterweis Capital Management Inc | 3,527 | $249.4K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,511 | $248.3K | 0.01% | +175+5.2% | Added |
| Eagle Bay Advisors LLC | 3,502 | $247.6K | 0.16% | +172+5.2% | Added |
| HighPoint Advisor Group LLC | 2,852 | $247.0K | 0.02% | +2,852 | New |
| Somerset Trust Co | 3,478 | $246.0K | 0.11% | −987−22.1% | Reduced |
| DoubleLine ETF Adviser LP | 3,443 | $243.5K | 0.07% | +3,443 | New |
| Cassaday & Co Wealth Management LLC | 3,417 | $241.7K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,410 | $241.2K | 0.02% | +3,410 | New |
| State of Wyoming | 3,390 | $239.7K | 0.04% | +657+24.0% | Added |
| Private Wealth Advisors | 3,379 | $239.0K | 0.10% | −2−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 3,368 | $238.2K | 0.02% | +3,368 | New |
| Old Point Trust & Financial Services N A | 3,330 | $235.5K | 0.09% | +3,330 | New |
| Monticello Wealth Management, LLC | 3,316 | $234.5K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,243 | $229.3K | 0.01% | −256−7.3% | Reduced |
| Ieq Capital, LLC | 3,235 | $228.8K | 0.00% | −766−19.1% | Reduced |
| Ingalls & Snyder LLC | 3,214 | $227.0K | 0.01% | 00.0% | Unchanged |
| Teza Capital Management LLC | 3,184 | $225.2K | 0.04% | +3,184 | New |
| Thrive Wealth Management, LLC | 3,174 | $224.5K | 0.05% | +3,174 | New |
| Moneta Group Investment Advisors LLC | 3,170 | $224.2K | 0.00% | −211−6.2% | Reduced |
| Jarislowsky, Fraser Ltd | 3,114 | $220.2K | 0.00% | +3,114 | New |
| Capstone Investment Advisors, LLC | 3,103 | $219.4K | 0.00% | +3,103 | New |
| Mather Group, LLC. | 3,098 | $219.1K | 0.00% | +3,098 | New |
| Aureus Asset Management, LLC | 3,096 | $218.9K | 0.02% | +3,096 | New |
| Trustmark National Bank Trust Department | 3,080 | $217.8K | 0.02% | +3,080 | New |
| National Asset Management, Inc. | 3,052 | $215.8K | 0.01% | −2,954−49.2% | Reduced |
| LGT Financial Advisors LLC | 3,011 | $212.9K | 0.26% | +86+2.9% | Added |
| Alberta Investment Management Corp | 3,000 | $212.2K | 0.00% | +3,000 | New |
| Arthur M. Cohen & Associates, LLC | 3,000 | $212.2K | 0.05% | +3,000 | New |
| Hutchens & Kramer Investment Management Group, LLC | 2,992 | $211.6K | 0.15% | −412−12.1% | Reduced |
| Treynor Bancshares, Inc. | 2,992 | $211.6K | 0.12% | +2,992 | New |
| Northwestern Mutual Wealth Management Co | 2,983 | $211.0K | 0.00% | +122+4.3% | Added |
| Ami Investment Management Inc | 2,972 | $210.2K | 0.09% | +2,972 | New |
| Profund Advisors LLC | 2,942 | $208.1K | 0.01% | +2,942 | New |
| Cornerstone Wealth Management, LLC | 2,933 | $207.4K | 0.02% | +2,933 | New |
| Horizon Investments, LLC | 2,932 | $207.4K | 0.01% | −24−0.8% | Reduced |
| NorthRock Partners, LLC | 2,946 | $204.3K | 0.01% | +2,946 | New |
| Global Wealth Management Investment Advisory, Inc. | 2,887 | $204.2K | 0.05% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 2,885 | $204.0K | 0.02% | +2,885 | New |
| Carlson Capital Management | 2,872 | $203.1K | 0.01% | +2,872 | New |
| BIP Wealth, LLC | 2,846 | $201.3K | 0.02% | +2,846 | New |
| GYL Financial Synergies, LLC | 2,843 | $201.1K | 0.02% | +2,843 | New |
| Mountain Pacific Investment Advisers Inc | 2,835 | $200.5K | 0.01% | +2,835 | New |
| O'Dell Group, LLC | 2,700 | $190.9K | 0.05% | +2,700 | New |
| Iron Horse Wealth Management, LLC | 2,574 | $182.0K | 0.08% | −170−6.2% | Reduced |
| GWM Advisors LLC | 2,571 | $181.8K | 0.00% | −14,371−84.8% | Reduced |
| Chilton Capital Management LLC | 2,445 | $172.9K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,436 | $172.3K | 0.06% | +2,436 | New |
| UniSuper Management Pty Ltd | 2,432 | $172.0K | 0.00% | +932+62.1% | Added |
| Cullen/Frost Bankers, Inc. | 2,421 | $171.2K | 0.00% | +44+1.9% | Added |
| Advisors Asset Management, Inc. | 2,267 | $160.3K | 0.00% | +2,267 | New |
| Quadrant Capital Group LLC | 2,250 | $159.1K | 0.01% | +144+6.8% | Added |
| Bessemer Group Inc | 2,150 | $152.0K | 0.00% | +121+6.0% | Added |
| Meeder Asset Management Inc | 2,112 | $149.4K | 0.01% | +1,829+646.3% | Added |
| IFP Advisors, Inc | 2,031 | $143.6K | 0.01% | −153−7.0% | Reduced |
| Whittier Trust Co | 1,991 | $140.8K | 0.00% | −274−12.1% | Reduced |
| Heritage Wealth Advisors | 1,909 | $135.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,888 | $133.5K | 0.01% | +26+1.4% | Added |
| Penserra Capital Management LLC | 1,846 | $129.0K | 0.00% | −349−15.9% | Reduced |
| GAMMA Investing LLC | 1,543 | $126.3K | 0.03% | +1,543 | New |
| Optimum Investment Advisors | 1,725 | $122.0K | 0.06% | +1,725 | New |
| CX Institutional | 1,698 | $120.1K | 0.01% | +1,698 | New |
| Kapitalo Investimentos Ltda | 1,576 | $111.5K | 0.02% | +1,148+268.2% | Added |
| Parallel Advisors, LLC | 1,529 | $108.1K | 0.00% | +122+8.7% | Added |
| Federated Hermes, Inc. | 1,404 | $99.3K | 0.00% | +1,066+315.4% | Added |
| Mendota Financial Group, LLC | 1,375 | $97.2K | 0.08% | +335+32.2% | Added |
| Smartleaf Asset Management LLC | 1,353 | $95.3K | 0.03% | +1,353 | New |
| Cambridge Trust Co | 1,300 | $91.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,270 | $89.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,246 | $88.1K | 0.07% | +1,219+4,514.8% | Added |
| JFS Wealth Advisors, LLC | 1,244 | $88.0K | 0.01% | +20+1.6% | Added |
| AdvisorNet Financial, Inc | 1,239 | $87.6K | 0.01% | −5,296−81.0% | Reduced |
| Proequities, Inc. | 1,202 | $85.0K | 0.01% | +38+3.3% | Added |
| Benjamin Edwards Inc | 1,183 | $84.0K | 0.02% | +199+20.2% | Added |
| West Tower Group, LLC | 1,158 | $81.9K | 0.17% | +1,158 | New |
| Allworth Financial LP | 1,130 | $79.9K | 0.00% | +177+18.6% | Added |