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 |
|---|---|---|---|---|---|
| St. Johns Investment Management Company, LLC | 1,125 | $79.6K | 0.04% | −3,368−75.0% | Reduced |
| CGC Financial Services, LLC | 1,125 | $79.6K | 0.04% | +1,125 | New |
| Principal Securities, Inc. | 1,123 | $79.4K | 0.00% | +1,123 | New |
| Ronald Blue Trust, Inc. | 1,228 | $78.0K | 0.00% | −122−9.0% | Reduced |
| Tradition Wealth Management, LLC | 1,098 | $78.0K | 0.01% | +3+0.3% | Added |
| West Paces Advisors Inc. | 1,090 | $77.1K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,066 | $75.0K | 0.03% | −115−9.7% | Reduced |
| Johnson Financial Group, Inc. | 976 | $69.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 966 | $68.3K | 0.00% | −265,941−99.6% | Reduced |
| Geneos Wealth Management Inc. | 920 | $65.1K | 0.00% | +5+0.5% | Added |
| Harbor Investment Advisory, LLC | 900 | $63.6K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 900 | $63.6K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 883 | $62.4K | 0.01% | −222−20.1% | Reduced |
| Farther Finance Advisors, LLC | 859 | $60.7K | 0.00% | +233+37.2% | Added |
| Quent Capital, LLC | 853 | $60.3K | 0.01% | +5+0.6% | Added |
| Criterion Capital Advisors, LLC | 830 | $58.7K | 0.04% | +830 | New |
| Fortitude Family Office, LLC | 827 | $58.5K | 0.04% | +827 | New |
| ORG Partners LLC | 740 | $52.3K | 0.01% | +740 | New |
| Parkside Financial Bank & Trust | 718 | $50.8K | 0.01% | +312+76.8% | Added |
| Capital Advisors, Ltd. LLC | 704 | $50.0K | 0.01% | +35+5.2% | Added |
| Spotlight Asset Group, Inc. | 778 | $49.4K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 675 | $47.7K | 0.01% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 674 | $47.7K | 0.01% | +674 | New |
| SYSTM Wealth Solutions LLC | 667 | $47.1K | 0.01% | −4,707−87.6% | Reduced |
| Central Trust Co | 662 | $46.8K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 639 | $45.2K | 0.04% | +639 | New |
| First Manhattan Co | 586 | $41.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 580 | $41.0K | 0.00% | +240+70.6% | Added |
| Pinnacle Bancorp, Inc. | 553 | $39.1K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 536 | $37.9K | 0.03% | +536 | New |
| Massmutual Trust Co FSB | 533 | $37.7K | 0.00% | −108−16.8% | Reduced |
| Westpac Banking Corp | 522 | $36.9K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 506 | $35.6K | 0.00% | +506 | New |
| Neo Ivy Capital Management | 493 | $35.0K | 0.08% | +493 | New |
| Global Retirement Partners, LLC | 476 | $34.9K | 0.00% | −237−33.2% | Reduced |
| PFS Partners, LLC | 472 | $33.4K | 0.02% | +8+1.7% | Added |
| Hoese & Co LLP | 450 | $32.6K | 0.03% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 387 | $31.9K | 0.02% | +387 | New |
| Caldwell Sutter Capital, Inc. | 450 | $31.8K | 0.02% | 00.0% | Unchanged |
| Trust Co | 438 | $31.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 411 | $29.0K | 0.01% | +2+0.5% | Added |
| First Horizon Advisors, Inc. | 409 | $28.9K | 0.00% | −157−27.7% | Reduced |
| BKM Wealth Management, LLC | 378 | $26.7K | 0.01% | +378 | New |
| Venturi Wealth Management, LLC | 371 | $26.2K | 0.00% | +22+6.3% | Added |
| Glassman Wealth Services | 357 | $25.2K | 0.00% | +197+123.1% | Added |
| Bruce G. Allen Investments, LLC | 357 | $25.2K | 0.02% | +357 | New |
| NBC Securities, Inc. | 367 | $25.0K | 0.00% | −18−4.7% | Reduced |
| Raleigh Capital Management Inc. | 345 | $24.4K | 0.01% | −69−16.7% | Reduced |
| Spire Wealth Management | 316 | $23.8K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 331 | $23.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 315 | $22.3K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 314 | $22.2K | 0.02% | +314 | New |
| Rothschild Investment LLC | 296 | $20.9K | 0.00% | +296 | New |
| Prestige Wealth Management Group LLC | 268 | $19.0K | 0.00% | +40+17.5% | Added |
| Deseret Mutual Benefit Administrators | 268 | $19.0K | 0.01% | −81−23.2% | Reduced |
| Bogart Wealth, LLC | 265 | $18.7K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 263 | $18.6K | 0.01% | +263 | New |
| LM Advisors LLC | 263 | $18.6K | 0.00% | +263 | New |
| CVA Family Office, LLC | 260 | $18.4K | 0.00% | +260 | New |
| Financial Management Professionals, Inc. | 244 | $17.0K | 0.00% | +214+713.3% | Added |
| Huntington National Bank | 227 | $16.1K | 0.00% | +113+99.1% | Added |
| Frazier Financial Advisors, LLC | 225 | $15.9K | 0.01% | +225 | New |
| Park Place Capital Corp | 218 | $15.4K | 0.01% | +43+24.6% | Added |
| Quarry LP | 217 | $15.3K | 0.01% | −650−75.0% | Reduced |
| Brown Brothers Harriman & Co | 202 | $14.3K | 0.00% | +37+22.4% | Added |
| Armstrong Advisory Group, Inc | 201 | $14.2K | 0.00% | +1+0.5% | Added |
| Private Wealth Management Group, LLC | 200 | $14.1K | 0.01% | +200 | New |
| Covestor Ltd | 200 | $14.0K | 0.01% | +2+1.0% | Added |
| Colonial Trust Co | 187 | $13.2K | 0.00% | +31+19.9% | Added |
| Hexagon Capital Partners LLC | 179 | $12.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 178 | $12.6K | 0.00% | +7+4.1% | Added |
| Pittenger & Anderson Inc | 175 | $12.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 156 | $11.0K | 0.00% | +16+11.4% | Added |
| Bokf, NA | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 145 | $10.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 136 | $9.62K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 133 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 126 | $8.91K | 0.00% | +126 | New |
| Versant Capital Management, Inc | 120 | $8.49K | 0.00% | −99−45.2% | Reduced |
| Rocky Mountain Advisers, LLC | 109 | $7.71K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 107 | $7.57K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $7.00K | 0.00% | +100 | New |
| DT Investment Partners, LLC | 75 | $6.12K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 86 | $6.08K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 75 | $5.30K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 73 | $5.16K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 72 | $5.09K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 72 | $5.07K | 0.00% | +72 | New |
| Aspire Private Capital, LLC | 69 | $4.88K | 0.00% | −6−8.0% | Reduced |
| Sound Income Strategies, LLC | 68 | $4.81K | 0.00% | +68 | New |
| VisionPoint Advisory Group, LLC | 59 | $4.17K | 0.00% | −363−86.0% | Reduced |
| MV Capital Management, Inc. | 55 | $3.89K | 0.00% | +2+3.8% | Added |
| Abich Financial Wealth Management LLC | 54 | $3.82K | 0.00% | +54 | New |
| MCF Advisors LLC | 52 | $3.68K | 0.00% | −50−49.0% | Reduced |
| RFP Financial Group LLC | 50 | $3.54K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 46 | $3.25K | 0.00% | +46 | New |
| Copeland Capital Management, LLC | 46 | $3.23K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 42 | $3.00K | 0.00% | +42 | New |
| SJS Investment Consulting Inc. | 42 | $2.97K | 0.00% | +7+20.0% | Added |
| Beacon Capital Management, LLC | 44 | $2.78K | 0.00% | 00.0% | Unchanged |