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, Q1 2024
Institutional positions in Berkley W R Corp as of Mar 31, 2024. 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
- 772
- +53 vs. Q4 2023
- Shares held
- 179.8M
- +2.67M (+1.5%) vs. Q4 2023
- Total value
- $15.9B
- +$3.35B (+26.7%) vs. Q4 2023
- New holders
- 100
- 278 more added
- Sold out
- 47
- 262 more reduced
9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $88 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $89 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $177 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3 | $266 | 0.00% | +3 | New |
| Whittier Trust Co of Nevada Inc | 4 | $353 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $354 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $708 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 11 | $778 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 9 | $796 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 16 | $1.00K | 0.00% | +4+33.3% | Added |
| Global Assets Advisory, LLC | 91,560 | $1.05K | 0.05% | +91,560 | New |
| Quest Partners LLC | 13 | $1.15K | 0.00% | +13 | New |
| Jackson, Grant Investment Advisers, Inc. | 16 | $1.42K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $1.52K | 0.00% | +2+13.3% | Added |
| Avion Wealth | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $2.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 24 | $2.12K | 0.00% | −12−33.3% | Reduced |
| Creative Financial Designs Inc | 25 | $2.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $2.83K | 0.00% | −1−3.0% | Reduced |
| First PREMIER Bank | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 35 | $3.00K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $3.10K | 0.00% | +1+2.9% | Added |
| Manchester Capital Management LLC | 39 | $3.45K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 40 | $3.54K | 0.00% | −2−4.8% | Reduced |
| Castleview Partners, LLC | 40 | $3.56K | 0.00% | +40 | New |
| Beacon Capital Management, LLC | 44 | $3.89K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 50 | $3.94K | 0.00% | +50 | New |
| Wolff Wiese Magana LLC | 46 | $4.07K | 0.00% | +41+820.0% | Added |
| RFP Financial Group LLC | 50 | $4.42K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 54 | $4.78K | 0.00% | +54 | New |
| Sofos Investments, Inc. | 54 | $4.79K | 0.00% | +50+1,250.0% | Added |
| MV Capital Management, Inc. | 57 | $5.04K | 0.00% | +2+3.6% | Added |
| MCF Advisors LLC | 58 | $5.13K | 0.00% | +6+11.5% | Added |
| Rosenberg Matthew Hamilton | 60 | $5.25K | 0.00% | +44+275.0% | Added |
| VisionPoint Advisory Group, LLC | 68 | $6.01K | 0.00% | +9+15.3% | Added |
| Abich Financial Wealth Management LLC | 68 | $6.01K | 0.00% | +14+25.9% | Added |
| Aspire Private Capital, LLC | 69 | $6.10K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 72 | $6.37K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 73 | $6.46K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 75 | $6.60K | 0.00% | +3+4.2% | Added |
| DT Investment Partners, LLC | 75 | $6.63K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 81 | $7.16K | 0.00% | +81 | New |
| Tyler-Stone Wealth Management | 86 | $7.61K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 76 | $8.35K | 0.00% | +76 | New |
| Global Wealth Strategies & Associates | 107 | $9.46K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 109 | $9.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 120 | $10.6K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 121 | $10.7K | 0.00% | +121 | New |
| First Horizon Advisors, Inc. | 124 | $11.0K | 0.00% | −285−69.7% | Reduced |
| Clearstead Advisors, LLC | 140 | $11.0K | 0.00% | −16−10.3% | Reduced |
| Asset Dedication, LLC | 133 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 136 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 145 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 147 | $12.9K | 0.00% | −8−5.2% | Reduced |
| Brown Brothers Harriman & Co | 153 | $13.5K | 0.00% | −49−24.3% | Reduced |
| Webster Bank, N. A. | 155 | $13.7K | 0.00% | +155 | New |
| Armstrong Advisory Group, Inc | 201 | $14.2K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 175 | $15.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 178 | $15.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 187 | $16.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 196 | $17.3K | 0.00% | −31−13.7% | Reduced |
| Private Wealth Management Group, LLC | 200 | $17.7K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 218 | $19.3K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 225 | $19.9K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 239 | $21.1K | 0.00% | +60+33.5% | Added |
| Riverview Trust Co | 240 | $21.2K | 0.02% | +240 | New |
| Prestige Wealth Management Group LLC | 240 | $21.2K | 0.00% | −28−10.4% | Reduced |
| Hilltop National Bank | 243 | $21.5K | 0.01% | +243 | New |
| Financial Management Professionals, Inc. | 253 | $22.0K | 0.00% | +9+3.7% | Added |
| CVA Family Office, LLC | 260 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 265 | $23.4K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 268 | $23.7K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 281 | $24.9K | 0.01% | −844−75.0% | Reduced |
| Tortoise Investment Management, LLC | 287 | $25.4K | 0.00% | +287 | New |
| Colonial Trust Advisors | 288 | $25.5K | 0.00% | +286+14,300.0% | Added |
| Bruce G. Allen Investments, LLC | 308 | $27.2K | 0.02% | −49−13.7% | Reduced |
| Caitlin John, LLC | 315 | $27.8K | 0.02% | +1+0.3% | Added |
| SRS Capital Advisors, Inc. | 315 | $27.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 324 | $28.0K | 0.00% | −43−11.7% | Reduced |
| Spire Wealth Management | 322 | $28.5K | 0.00% | +6+1.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 331 | $29.3K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 387 | $29.9K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 374 | $33.1K | 0.00% | +3+0.8% | Added |
| FinTrust Capital Advisors, LLC | 411 | $36.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 420 | $37.1K | 0.00% | −113−21.2% | Reduced |
| Hoese & Co LLP | 450 | $37.6K | 0.03% | 00.0% | Unchanged |
| Trust Co | 438 | $38.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 442 | $39.1K | 0.00% | −220−33.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 450 | $39.8K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 451 | $39.9K | 0.00% | +383+563.2% | Added |
| Jones Financial Companies LLLP | 458 | $40.5K | 0.00% | +332+263.5% | Added |
| PFS Partners, LLC | 473 | $41.8K | 0.03% | +1+0.2% | Added |
| Raleigh Capital Management Inc. | 499 | $44.1K | 0.02% | +154+44.6% | Added |
| Intelligent Financial Strategies | 503 | $44.5K | 0.03% | +503 | New |
| Planning Capital Management Corp | 536 | $47.4K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 546 | $48.0K | 0.03% | +346+173.0% | Added |
| Pinnacle Bancorp, Inc. | 553 | $48.9K | 0.01% | 00.0% | Unchanged |