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 |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 5,828 | $515.4K | 0.39% | +5,828 | New |
| Matrix Private Capital Group LLC | 5,932 | $524.6K | 0.36% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,974 | $528.3K | 0.03% | +138+2.4% | Added |
| Forum Financial Management, LP | 6,006 | $531.2K | 0.01% | −63−1.0% | Reduced |
| Citadel Investment Advisory, Inc. | 6,066 | $536.0K | 0.30% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 6,102 | $539.7K | 0.00% | −348−5.4% | Reduced |
| Degroof Petercam Asset Management | 6,104 | $539.8K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 6,132 | $542.4K | 0.00% | +1,399+29.6% | Added |
| Heritage Wealth Management, LLC | 6,136 | $542.7K | 0.28% | −182−2.9% | Reduced |
| Fort Washington Investment Advisors Inc | 6,215 | $549.7K | 0.00% | +65+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,223 | $550.4K | 0.03% | −8,336−57.3% | Reduced |
| Dark Forest Capital Management LP | 6,246 | $552.4K | 0.09% | +6,246 | New |
| Brinker Capital Investments, LLC | 6,278 | $555.2K | 0.01% | −316−4.8% | Reduced |
| Orion Portfolio Solutions, LLC | 6,278 | $555.2K | 0.01% | −316−4.8% | Reduced |
| Park Avenue Securities LLC | 6,348 | $561.0K | 0.01% | −861−11.9% | Reduced |
| TrinityPoint Wealth, LLC | 6,411 | $567.0K | 0.09% | +8+0.1% | Added |
| Snowden Capital Advisors LLC | 6,419 | $567.7K | 0.02% | −33−0.5% | Reduced |
| Hilltop Holdings Inc. | 6,419 | $567.7K | 0.06% | −10−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,431 | $568.8K | 0.01% | −17−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,433 | $568.9K | 0.03% | +1,210+23.2% | Added |
| Quadrature Capital Ltd | 6,449 | $570.4K | 0.01% | −6,326−49.5% | Reduced |
| Bradley Foster & Sargent Inc | 6,450 | $570.4K | 0.01% | +275+4.5% | Added |
| Symmetry Partners, LLC | 6,558 | $580.0K | 0.05% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 6,559 | $580.1K | 0.00% | +6,559 | New |
| Eagle Harbor Asset Management Inc | 6,607 | $584.3K | 0.62% | +231+3.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,638 | $587.1K | 0.03% | +1,904+40.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,688 | $591.5K | 0.04% | −570−7.9% | Reduced |
| Quantbot Technologies LP | 6,724 | $594.7K | 0.03% | +6,724 | New |
| Gifford Fong Associates | 6,750 | $597.0K | 0.16% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,773 | $599.0K | 0.01% | +109+1.6% | Added |
| Davenport & Co LLC | 6,774 | $599.1K | 0.00% | +268+4.1% | Added |
| Aspen Investment Management Inc | 6,867 | $607.0K | 0.31% | +1,954+39.8% | Added |
| Mutual Advisors, LLC | 6,922 | $612.2K | 0.02% | +999+16.9% | Added |
| Norinchukin Bank, The | 7,010 | $620.0K | 0.02% | −124−1.7% | Reduced |
| Empirical Finance, LLC | 7,045 | $623.1K | 0.04% | +245+3.6% | Added |
| Lincoln National Corp | 7,146 | $632.0K | 0.01% | +753+11.8% | Added |
| Empower Advisory Group, LLC | 7,200 | $636.8K | 0.00% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 7,303 | $645.9K | 0.04% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 7,372 | $652.0K | 0.01% | −200−2.6% | Reduced |
| Exchange Traded Concepts, LLC | 7,383 | $653.0K | 0.02% | −2,297−23.7% | Reduced |
| Gratus Capital LLC | 7,421 | $656.3K | 0.03% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 7,454 | $659.2K | 0.23% | +7,454 | New |
| Wealth Enhancement Advisory Services, LLC | 7,464 | $660.1K | 0.00% | +429+6.1% | Added |
| Vinva Investment Management Ltd | 7,489 | $662.3K | 0.04% | +2,220+42.1% | Added |
| NCM Capital Management, LLC | 7,506 | $663.9K | 0.37% | 00.0% | Unchanged |
| ING Groep NV | 7,555 | $668.2K | 0.00% | −114−1.5% | Reduced |
| Washington Capital Management Inc | 7,600 | $672.1K | 0.54% | −1,400−15.6% | Reduced |
| Toroso Investments, LLC | 7,605 | $672.4K | 0.01% | −2,838−27.2% | Reduced |
| Ci Investments Inc. | 7,716 | $682.0K | 0.00% | +1,289+20.1% | Added |
| Umb Bank N A | 7,871 | $696.1K | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 7,950 | $703.1K | 0.06% | +7,950 | New |
| Ambassador Advisors, LLC | 8,019 | $709.2K | 0.13% | +3,141+64.4% | Added |
| Vident Advisory, LLC | 8,040 | $711.1K | 0.01% | −40,321−83.4% | Reduced |
| Empire Financial Management Company, LLC | 8,109 | $717.2K | 0.24% | +1,105+15.8% | Added |
| Metropolitan Life Insurance Co | 8,173 | $722.8K | 0.03% | −118−1.4% | Reduced |
| Wealthfront Advisers LLC | 8,180 | $723.4K | 0.00% | +745+10.0% | Added |
| Thompson Siegel & Walmsley LLC | 8,193 | $725.0K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 8,264 | $731.0K | 0.00% | −22,703−73.3% | Reduced |
| SRB Corp | 8,309 | $734.8K | 0.04% | +1,209+17.0% | Added |
| Federation des caisses Desjardins du Quebec | 10,151 | $737.8K | 0.01% | +1,040+11.4% | Added |
| Commerce Bank | 8,471 | $749.2K | 0.00% | +139+1.7% | Added |
| Gotham Asset Management, LLC | 8,536 | $754.9K | 0.01% | −2,519−22.8% | Reduced |
| Magnetar Financial LLC | 8,550 | $756.2K | 0.02% | +8,550 | New |
| Cadent Capital Advisors, LLC | 8,616 | $762.0K | 0.30% | +8+0.1% | Added |
| Wealth Quarterback LLC | 8,630 | $763.2K | 0.43% | −1,196−12.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 8,662 | $766.1K | 0.30% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 8,676 | $767.3K | 0.05% | +8,676 | New |
| Williams Jones Wealth Management, LLC. | 8,687 | $768.3K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 8,777 | $776.2K | 0.06% | +4,114+88.2% | Added |
| Compass Wealth Management LLC | 8,889 | $786.1K | 0.20% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,905 | $787.6K | 0.00% | +285+3.3% | Added |
| Everpar Advisors LLC | 8,915 | $788.4K | 0.48% | −7,147−44.5% | Reduced |
| Bellevue Asset Management, LLC | 9,000 | $796.0K | 0.45% | 00.0% | Unchanged |
| LVW Advisors, LLC | 9,143 | $808.6K | 0.14% | −328−3.5% | Reduced |
| M&T Bank Corp | 9,208 | $814.4K | 0.00% | −257−2.7% | Reduced |
| D. E. Shaw & Co., Inc. | 9,289 | $821.5K | 0.00% | −41,973−81.9% | Reduced |
| Ballentine Partners, LLC | 9,479 | $838.3K | 0.02% | +299+3.3% | Added |
| Diversify Advisory Services, LLC | 9,586 | $838.6K | 0.05% | +9,586 | New |
| Scholtz & Company, LLC | 9,510 | $841.1K | 0.37% | −4,335−31.3% | Reduced |
| Versor Investments LP | 9,516 | $841.6K | 0.17% | −4,500−32.1% | Reduced |
| Wedbush Securities Inc | 9,571 | $846.0K | 0.03% | −184−1.9% | Reduced |
| Metis Global Partners, LLC | 9,590 | $848.1K | 0.03% | +24+0.3% | Added |
| Claro Advisors LLC | 9,744 | $861.8K | 0.15% | −88−0.9% | Reduced |
| Virtu Financial LLC | 9,785 | $865.0K | 0.07% | +9,785 | New |
| Everence Capital Management Inc | 9,825 | $869.0K | 0.06% | 00.0% | Unchanged |
| Swedbank AB | 9,844 | $870.6K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 9,928 | $878.0K | 0.00% | −7,269−42.3% | Reduced |
| Veriti Management LLC | 10,218 | $903.7K | 0.07% | +764+8.1% | Added |
| New Mexico Educational Retirement Board | 10,250 | $907.0K | 0.03% | −200−1.9% | Reduced |
| Baxter Bros Inc | 10,532 | $931.5K | 0.12% | +10,532 | New |
| Quantinno Capital Management LP | 10,650 | $942.0K | 0.02% | +2,713+34.2% | Added |
| Nations Financial Group Inc, | 10,706 | $946.8K | 0.08% | +503+4.9% | Added |
| Resources Investment Advisors, LLC. | 10,728 | $948.8K | 0.01% | −3,628−25.3% | Reduced |
| YHB Investment Advisors, Inc. | 10,743 | $950.1K | 0.08% | 00.0% | Unchanged |
| US Bancorp | 10,841 | $959.3K | 0.00% | +682+6.7% | Added |
| Axxcess Wealth Management, LLC | 10,974 | $970.5K | 0.03% | +894+8.9% | Added |
| Connectus Wealth, LLC | 11,154 | $986.6K | 0.03% | −783−6.6% | Reduced |
| Credit Agricole S A | 12,313 | $997.1K | 0.02% | +6,549+113.6% | Added |
| HM Payson & Co | 11,494 | $1.02M | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 11,539 | $1.02M | 0.03% | +11,539 | New |