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 |
|---|---|---|---|---|---|
| First Manhattan Co | 586 | $51.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 607 | $53.7K | 0.01% | +27+4.7% | Added |
| Davis Capital Management | 639 | $55.9K | 0.05% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 649 | $57.4K | 0.01% | −18−2.7% | Reduced |
| Duncker Streett & Co Inc | 675 | $59.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 716 | $63.0K | 0.01% | +12+1.7% | Added |
| Global Retirement Partners, LLC | 718 | $63.5K | 0.00% | +242+50.8% | Added |
| Evermay Wealth Management LLC | 740 | $65.4K | 0.01% | +740 | New |
| Spotlight Asset Group, Inc. | 778 | $68.8K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 801 | $70.8K | 0.01% | +83+11.6% | Added |
| Fortitude Family Office, LLC | 827 | $73.1K | 0.05% | 00.0% | Unchanged |
| Westpac Banking Corp | 838 | $74.1K | 0.01% | +316+60.5% | Added |
| Criterion Capital Advisors, LLC | 845 | $74.7K | 0.05% | +15+1.8% | Added |
| Quent Capital, LLC | 852 | $75.4K | 0.01% | −1−0.1% | Reduced |
| Leonteq Securities AG | 883 | $78.1K | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 893 | $79.0K | 0.01% | +893 | New |
| Farther Finance Advisors, LLC | 907 | $79.4K | 0.00% | +48+5.6% | Added |
| Alta Advisers Ltd | 900 | $79.6K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 921 | $81.4K | 0.00% | +1+0.1% | Added |
| Harbor Investment Advisory, LLC | 931 | $82.3K | 0.01% | +31+3.4% | Added |
| Penserra Capital Management LLC | 953 | $83.0K | 0.00% | −893−48.4% | Reduced |
| Johnson Financial Group, Inc. | 976 | $86.3K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,040 | $92.0K | 0.05% | −335−24.4% | Reduced |
| Sentry Investment Management LLC | 1,066 | $94.0K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,077 | $95.3K | 0.00% | −327−23.3% | Reduced |
| St. Johns Investment Management Company, LLC | 1,125 | $99.5K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 1,137 | $100.6K | 0.00% | +7+0.6% | Added |
| Ronald Blue Trust, Inc. | 1,140 | $100.8K | 0.00% | −88−7.2% | Reduced |
| Headlands Technologies LLC | 1,226 | $108.4K | 0.03% | +1,226 | New |
| West Paces Advisors Inc. | 1,228 | $108.6K | 0.03% | +138+12.7% | Added |
| Cambridge Trust Co | 1,231 | $108.9K | 0.00% | −69−5.3% | Reduced |
| Principal Securities, Inc. | 1,235 | $109.2K | 0.00% | +112+10.0% | Added |
| JFS Wealth Advisors, LLC | 1,245 | $110.1K | 0.01% | +1+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,260 | $111.0K | 0.00% | +1,260 | New |
| CoreCap Advisors, LLC | 1,260 | $111.4K | 0.01% | +1,260 | New |
| Acadian Asset Management LLC | 1,270 | $112.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,323 | $117.0K | 0.01% | +121+10.1% | Added |
| AdvisorNet Financial, Inc | 1,436 | $127.0K | 0.01% | +197+15.9% | Added |
| Parallel Advisors, LLC | 1,548 | $136.9K | 0.00% | +19+1.2% | Added |
| Smartleaf Asset Management LLC | 1,835 | $161.8K | 0.03% | +482+35.6% | Added |
| GAMMA Investing LLC | 1,901 | $168.1K | 0.03% | +358+23.2% | Added |
| Heritage Wealth Advisors | 1,909 | $168.8K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,937 | $171.0K | 0.03% | +754+63.7% | Added |
| Optimum Investment Advisors | 1,975 | $174.7K | 0.08% | +250+14.5% | Added |
| Catalyst Funds Management Pty Ltd | 2,000 | $176.9K | 0.05% | +2,000 | New |
| IFP Advisors, Inc | 2,048 | $181.1K | 0.01% | +17+0.8% | Added |
| C M Bidwell & Associates Ltd | 2,052 | $181.5K | 0.12% | +806+64.7% | Added |
| Whittier Trust Co | 2,109 | $186.5K | 0.00% | +118+5.9% | Added |
| Quadrant Capital Group LLC | 2,201 | $194.7K | 0.02% | −49−2.2% | Reduced |
| Iron Horse Wealth Management, LLC | 2,218 | $196.2K | 0.08% | −356−13.8% | Reduced |
| Meeder Advisory Services, Inc. | 2,268 | $200.6K | 0.02% | +2,268 | New |
| Oppenheimer & Co Inc | 2,275 | $201.2K | 0.00% | +2,275 | New |
| American Trust | 2,290 | $202.5K | 0.02% | +2,290 | New |
| Mill Creek Capital Advisors, LLC | 2,309 | $204.2K | 0.01% | +2,309 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 2,327 | $205.8K | 0.27% | −5,072−68.5% | Reduced |
| Qube Research & Technologies Ltd | 2,328 | $205.9K | 0.00% | +1,362+141.0% | Added |
| Shelton Capital Management | 2,334 | $206.4K | 0.01% | +2,334 | New |
| Nilsine Partners, LLC | 2,340 | $206.9K | 0.03% | −4,017−63.2% | Reduced |
| Silvercrest Asset Management Group LLC | 2,345 | $207.4K | 0.00% | +2,345 | New |
| Trust Asset Management LLC | 2,354 | $208.2K | 0.02% | +2,354 | New |
| Petrus Trust Company, LTA | 2,363 | $209.0K | 0.02% | −4,235−64.2% | Reduced |
| One Wealth Advisors, LLC | 2,370 | $209.6K | 0.04% | +2,370 | New |
| Ashton Thomas Private Wealth, LLC | 2,373 | $209.9K | 0.01% | +2,373 | New |
| Wexford Capital LP | 2,400 | $212.3K | 0.04% | +2,400 | New |
| Fidelis Capital Partners, LLC | 2,402 | $212.4K | 0.03% | +2,402 | New |
| First Nebraska Trust Co | 2,410 | $213.1K | 0.02% | +2,410 | New |
| RMB Capital Management, LLC | 2,418 | $213.9K | 0.00% | +2,418 | New |
| Cullen/Frost Bankers, Inc. | 2,424 | $214.4K | 0.00% | +3+0.1% | Added |
| Chilton Capital Management LLC | 2,445 | $216.2K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 2,467 | $218.2K | 0.04% | −923−27.2% | Reduced |
| Mather Group, LLC. | 3,098 | $219.1K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,486 | $219.9K | 0.03% | +2,486 | New |
| Clarius Group, LLC | 2,490 | $220.2K | 0.02% | +2,490 | New |
| Impact Partnership Wealth, LLC | 2,505 | $221.5K | 0.09% | +69+2.8% | Added |
| Trust Point Inc. | 2,510 | $222.0K | 0.02% | +2,510 | New |
| ABLE Financial Group, LLC | 2,533 | $224.0K | 0.09% | +2,533 | New |
| GTS Securities LLC | 2,574 | $227.6K | 0.01% | −1,304−33.6% | Reduced |
| HighPoint Advisor Group LLC | 2,912 | $229.0K | 0.02% | +60+2.1% | Added |
| NDVR, Inc. | 2,629 | $232.5K | 0.22% | +2,629 | New |
| Mirabella Financial Services LLP | 2,663 | $235.9K | 0.02% | −8,860−76.9% | Reduced |
| O'Dell Group, LLC | 2,700 | $238.8K | 0.06% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 2,934 | $240.6K | 0.19% | +2,934 | New |
| Vontobel Holding Ltd. | 2,730 | $241.4K | 0.00% | +2,730 | New |
| Jackson Creek Investment Advisors LLC | 2,734 | $242.0K | 0.09% | +2,734 | New |
| Firethorn Wealth Partners, LLC | 2,737 | $242.0K | 0.14% | +2,737 | New |
| Eagle Bay Advisors LLC | 2,746 | $242.9K | 0.15% | −756−21.6% | Reduced |
| Checchi Capital Advisers, LLC | 2,775 | $245.4K | 0.02% | −593−17.6% | Reduced |
| Vicus Capital | 2,784 | $246.2K | 0.02% | +2,784 | New |
| Savant Capital, LLC | 2,788 | $246.6K | 0.00% | +2,788 | New |
| FineMark National Bank & Trust | 2,801 | $247.7K | 0.01% | +2,801 | New |
| Smith Shellnut Wilson LLC | 2,805 | $248.1K | 0.13% | +2,805 | New |
| J.W. Cole Advisors, Inc. | 2,810 | $248.6K | 0.01% | +2,810 | New |
| Two Sigma Securities, LLC | 2,821 | $249.5K | 0.01% | +2,821 | New |
| Mountain Pacific Investment Advisers Inc | 2,835 | $250.7K | 0.01% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,846 | $251.7K | 0.02% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 2,855 | $252.5K | 0.02% | +12+0.4% | Added |
| Argent Trust Co | 2,874 | $254.2K | 0.01% | −2,904−50.3% | Reduced |
| LGT Financial Advisors LLC | 2,877 | $254.5K | 0.30% | −134−4.5% | Reduced |
| Banque Pictet & Cie SA | 2,882 | $254.9K | 0.00% | −985−25.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 2,893 | $255.9K | 0.06% | +6+0.2% | Added |