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 |
|---|---|---|---|---|---|
| Axq Capital, LP | 2,900 | $256.5K | 0.06% | +2,900 | New |
| Ami Investment Management Inc | 2,949 | $260.8K | 0.09% | −23−0.8% | Reduced |
| NorthRock Partners, LLC | 3,006 | $260.8K | 0.01% | +60+2.0% | Added |
| Treynor Bancshares, Inc. | 2,992 | $264.6K | 0.15% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,999 | $265.2K | 0.02% | +66+2.3% | Added |
| Alberta Investment Management Corp | 3,000 | $265.3K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,017 | $266.8K | 0.01% | +75+2.5% | Added |
| Deerfield Management Company, L.P. (Series C) | 3,045 | $269.3K | 0.00% | +3,045 | New |
| Signaturefd, LLC | 3,048 | $269.6K | 0.01% | −463−13.2% | Reduced |
| AE Wealth Management LLC | 3,055 | $270.2K | 0.00% | −7,552−71.2% | Reduced |
| Trustmark National Bank Trust Department | 3,080 | $272.4K | 0.02% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 3,096 | $273.8K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,098 | $273.9K | 0.00% | −137−4.2% | Reduced |
| Jarislowsky, Fraser Ltd | 3,114 | $275.4K | 0.00% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 3,115 | $275.5K | 0.17% | +3,115 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,166 | $277.0K | 0.16% | +174+5.8% | Added |
| Northwestern Mutual Wealth Management Co | 3,171 | $280.4K | 0.00% | +188+6.3% | Added |
| Ingalls & Snyder LLC | 3,214 | $284.0K | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,267 | $288.9K | 0.01% | +3,267 | New |
| Investment Management Corp of Ontario | 3,301 | $291.9K | 0.01% | −1,500−31.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,320 | $293.6K | 0.00% | +3,320 | New |
| Arthur M. Cohen & Associates, LLC | 3,350 | $296.3K | 0.06% | +350+11.7% | Added |
| Thrive Wealth Management, LLC | 3,378 | $298.8K | 0.06% | +204+6.4% | Added |
| Private Wealth Advisors | 3,384 | $299.3K | 0.13% | +5+0.1% | Added |
| Vestcor Inc | 3,387 | $300.0K | 0.01% | −1,552−31.4% | Reduced |
| Koshinski Asset Management, Inc. | 3,404 | $301.1K | 0.03% | +3,404 | New |
| Moneta Group Investment Advisors LLC | 5,133 | $302.6K | 0.00% | +1,963+61.9% | Added |
| Cassaday & Co Wealth Management LLC | 3,427 | $303.1K | 0.01% | +10+0.3% | Added |
| Horizon Investments, LLC | 3,427 | $303.1K | 0.01% | +495+16.9% | Added |
| Somerset Trust Co | 3,472 | $307.1K | 0.13% | −6−0.2% | Reduced |
| Buckingham Strategic Partners | 3,485 | $308.2K | 0.01% | +3,485 | New |
| Osterweis Capital Management Inc | 3,527 | $311.9K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,574 | $316.1K | 0.00% | −515−12.6% | Reduced |
| CAPROCK Group, Inc. | 3,612 | $319.5K | 0.02% | +202+5.9% | Added |
| Shell Asset Management Co | 4,094 | $322.0K | 0.01% | +4,094 | New |
| ASB Consultores, LLC | 3,641 | $322.0K | 0.08% | +3,641 | New |
| Beacon Financial Group | 3,645 | $322.4K | 0.04% | −65−1.8% | Reduced |
| Financial Security Advisor, Inc. | 3,660 | $323.7K | 0.11% | +4+0.1% | Added |
| Cynosure Management, LLC | 3,670 | $324.6K | 0.06% | +3,670 | New |
| Capstone Investment Advisors, LLC | 3,702 | $327.4K | 0.01% | +599+19.3% | Added |
| Prime Capital Investment Advisors, LLC | 3,763 | $332.8K | 0.00% | +9+0.2% | Added |
| Graham Capital Wealth Management, LLC | 3,785 | $334.7K | 0.57% | −900−19.2% | Reduced |
| DoubleLine ETF Adviser LP | 3,804 | $336.4K | 0.09% | +361+10.5% | Added |
| Epoch Investment Partners, Inc. | 3,822 | $338.0K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,899 | $344.8K | 0.01% | −493−11.2% | Reduced |
| Clear Harbor Asset Management, LLC | 3,982 | $352.2K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,000 | $353.8K | 0.09% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,090 | $361.7K | 0.00% | −1,044−20.3% | Reduced |
| Carmel Capital Partners, LLC | 4,125 | $364.8K | 0.15% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 4,132 | $365.4K | 0.02% | +10.0% | Added |
| Atomi Financial Group, Inc. | 4,152 | $367.2K | 0.03% | +273+7.0% | Added |
| Coldstream Capital Management Inc | 4,168 | $368.7K | 0.01% | −25−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 4,996 | $384.5K | 0.03% | −184−3.6% | Reduced |
| National Asset Management, Inc. | 6,006 | $385.0K | 0.01% | +2,954+96.8% | Added |
| United Capital Financial Advisers, LLC | 4,355 | $385.2K | 0.00% | −233−5.1% | Reduced |
| Harvest Fund Management Co., Ltd | 4,394 | $388.0K | 0.03% | +4,394 | New |
| Advisors Asset Management, Inc. | 4,430 | $391.8K | 0.01% | +2,163+95.4% | Added |
| Eagle Ridge Investment Management | 4,447 | $393.3K | 0.04% | −36−0.8% | Reduced |
| Fiduciary Alliance LLC | 4,510 | $394.6K | 0.07% | −106−2.3% | Reduced |
| Romano Brothers and Company | 4,475 | $395.8K | 0.05% | −150−3.2% | Reduced |
| Investment Partners Asset Management, Inc. | 4,500 | $398.0K | 0.36% | 00.0% | Unchanged |
| Diligent Investors, LLC | 4,500 | $398.0K | 0.10% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,768 | $399.3K | 0.03% | +137+3.0% | Added |
| Blair William & Co | 4,544 | $401.9K | 0.00% | −40−0.9% | Reduced |
| Old Point Trust & Financial Services N A | 4,560 | $403.3K | 0.15% | +1,230+36.9% | Added |
| Aptus Capital Advisors, LLC | 4,609 | $407.6K | 0.01% | +103+2.3% | Added |
| Menard Financial Group LLC | 4,643 | $410.6K | 0.35% | +4,643 | New |
| Wealth Advisors of Iowa, LLC | 4,648 | $411.1K | 0.25% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,656 | $411.8K | 0.03% | −12−0.3% | Reduced |
| NEOS Investment Management LLC | 4,716 | $417.1K | 0.03% | +1,831+63.5% | Added |
| Hamilton Capital Partners Inc. | 4,719 | $417.3K | 0.05% | −2,456−34.2% | Reduced |
| MJP Associates Inc | 4,727 | $418.1K | 0.09% | +954+25.3% | Added |
| Baron Wealth Management LLC | 4,740 | $419.2K | 0.22% | −26−0.5% | Reduced |
| Eqis Capital Management, Inc. | 4,787 | $423.4K | 0.03% | +969+25.4% | Added |
| Naples Global Advisors, LLC | 4,892 | $432.6K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 4,914 | $434.6K | 0.00% | −189−3.7% | Reduced |
| Private Trust Co NA | 4,933 | $436.3K | 0.05% | −97−1.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,938 | $436.7K | 0.00% | 00.0% | Unchanged |
| Tufton Capital Management | 4,950 | $437.8K | 0.09% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 4,950 | $437.8K | 0.01% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 4,966 | $439.2K | 0.03% | −3−0.1% | Reduced |
| Keybank National Association | 4,968 | $439.4K | 0.00% | +455+10.1% | Added |
| Sage Capital Advisors,llc | 5,000 | $442.2K | 0.13% | 00.0% | Unchanged |
| DORVAL Corp | 5,314 | $444.3K | 0.21% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,060 | $447.5K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,064 | $447.9K | 0.01% | −2,500−33.1% | Reduced |
| Ritholtz Wealth Management | 5,104 | $451.4K | 0.02% | +86+1.7% | Added |
| Avestar Capital, LLC | 5,105 | $451.5K | 0.05% | +89+1.8% | Added |
| Cornerstone Investment Partners, LLC | 5,162 | $456.5K | 0.02% | +73+1.4% | Added |
| Arkadios Wealth Advisors | 5,177 | $457.9K | 0.04% | +489+10.4% | Added |
| Wright Investors Service Inc | 5,334 | $471.7K | 0.12% | −208−3.8% | Reduced |
| Brown Advisory Inc | 5,391 | $476.7K | 0.00% | +322+6.4% | Added |
| Harbour Investments, Inc. | 5,445 | $481.6K | 0.02% | +257+5.0% | Added |
| Skba Capital Management LLC | 5,455 | $482.4K | 0.08% | +610+12.6% | Added |
| Rakuten Investment Management, Inc. | 5,481 | $484.7K | 0.00% | +4,975+983.2% | Added |
| GWM Advisors LLC | 5,523 | $488.5K | 0.00% | +2,952+114.8% | Added |
| Swiss Life Asset Management Ltd | 5,533 | $489.3K | 0.01% | −1,760−24.1% | Reduced |
| Wealth Alliance | 5,571 | $492.7K | 0.06% | −67−1.2% | Reduced |
| Fifth Third Bancorp | 5,763 | $509.7K | 0.00% | +806+16.3% | Added |
| Greenwood Capital Associates LLC | 5,812 | $514.0K | 0.07% | −120−2.0% | Reduced |