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 |
|---|---|---|---|---|---|
| Fairfield, Bush & Co. | 11,625 | $1.03M | 0.61% | −2,250−16.2% | Reduced |
| Unigestion Holding SA | 11,723 | $1.04M | 0.05% | +2,408+25.9% | Added |
| Louisiana State Employees Retirement System | 11,800 | $1.04M | 0.02% | −500−4.1% | Reduced |
| Tower Research Capital LLC (TRC) | 11,871 | $1.05M | 0.03% | −18,257−60.6% | Reduced |
| Securian Asset Management, Inc | 11,880 | $1.05M | 0.03% | −946−7.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,915 | $1.05M | 0.08% | −23−0.2% | Reduced |
| Resonant Capital Advisors, LLC | 12,145 | $1.07M | 0.09% | +91+0.8% | Added |
| Integrated Wealth Concepts LLC | 12,158 | $1.08M | 0.02% | +97+0.8% | Added |
| Rothschild Investment LLC | 12,180 | $1.08M | 0.08% | +11,884+4,014.9% | Added |
| Almanack Investment Partners, LLC. | 12,198 | $1.08M | 0.18% | −1,053−7.9% | Reduced |
| Centaurus Financial, Inc. | 12,213 | $1.08M | 0.08% | +12,213 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 12,237 | $1.08M | 0.09% | +2,214+22.1% | Added |
| Summit Global Investments | 12,279 | $1.09M | 0.08% | −97,972−88.9% | Reduced |
| Eagle Asset Management Inc | 12,505 | $1.09M | 0.01% | −5,509−30.6% | Reduced |
| Brighton Jones LLC | 12,667 | $1.12M | 0.04% | −634−4.8% | Reduced |
| Trust Co of Vermont | 12,855 | $1.14M | 0.06% | −902−6.6% | Reduced |
| Parsons Capital Management Inc | 12,933 | $1.14M | 0.08% | −237−1.8% | Reduced |
| Cumberland Partners Ltd | 13,000 | $1.15M | 0.08% | −7,000−35.0% | Reduced |
| Hartford Investment Management Co | 13,270 | $1.17M | 0.04% | −681−4.9% | Reduced |
| UniSuper Management Pty Ltd | 13,348 | $1.18M | 0.01% | +10,916+448.8% | Added |
| Kestra Advisory Services, LLC | 13,380 | $1.18M | 0.01% | +2,551+23.6% | Added |
| Squarepoint Ops LLC | 13,380 | $1.18M | 0.00% | −13,385−50.0% | Reduced |
| Guggenheim Capital LLC | 13,466 | $1.19M | 0.01% | +5,889+77.7% | Added |
| JT Stratford LLC | 13,858 | $1.23M | 0.24% | +3,474+33.5% | Added |
| Empowered Funds, LLC | 13,930 | $1.23M | 0.02% | −13,080−48.4% | Reduced |
| JustInvest LLC | 13,937 | $1.23M | 0.03% | +433+3.2% | Added |
| Pacer Advisors, Inc. | 13,959 | $1.23M | 0.00% | +333+2.4% | Added |
| Nordea Investment Management AB | 13,959 | $1.24M | 0.00% | +734+5.6% | Added |
| Lido Advisors, LLC | 14,074 | $1.24M | 0.01% | −5,553−28.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,221 | $1.26M | 0.66% | +145+1.0% | Added |
| Waverton Investment Management Ltd | 14,350 | $1.27M | 0.03% | 00.0% | Unchanged |
| Scotia Capital Inc. | 14,365 | $1.27M | 0.01% | +1,227+9.3% | Added |
| Pensionfund Sabic | 14,500 | $1.28M | 0.38% | −5,500−27.5% | Reduced |
| Resources Management Corp | 14,620 | $1.29M | 0.19% | +163+1.1% | Added |
| Private Advisor Group, LLC | 14,704 | $1.30M | 0.01% | +748+5.4% | Added |
| D.A. Davidson & Co. | 14,714 | $1.30M | 0.01% | −224−1.5% | Reduced |
| Maryland State Retirement & Pension System | 16,234 | $1.31M | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 15,206 | $1.34M | 0.00% | +1,053+7.4% | Added |
| Achmea Investment Management B.V. | 15,213 | $1.35M | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 15,229 | $1.35M | 0.00% | +15,229 | New |
| Railway Pension Investments Ltd | 15,300 | $1.35M | 0.01% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 15,318 | $1.35M | 1.38% | +2,587+20.3% | Added |
| Kentucky Retirement Systems | 15,391 | $1.36M | 0.04% | −909−5.6% | Reduced |
| Hantz Financial Services, Inc. | 15,423 | $1.36M | 0.03% | −639−4.0% | Reduced |
| Twin Capital Management Inc | 15,595 | $1.38M | 0.17% | −78−0.5% | Reduced |
| Advisor OS, LLC | 15,885 | $1.40M | 0.16% | +1,413+9.8% | Added |
| Personal Cfo Solutions, LLC | 15,954 | $1.41M | 0.22% | +20.0% | Added |
| Elgethun Capital Management | 16,038 | $1.41M | 0.36% | +20.0% | Added |
| iA Global Asset Management Inc. | 15,996 | $1.42M | 0.03% | −4,473−21.9% | Reduced |
| Pullen Investment Management, LLC | 16,011 | $1.42M | 1.20% | +16,011 | New |
| Grace & White Inc | 16,580 | $1.47M | 0.26% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 16,691 | $1.48M | 0.01% | −910−5.2% | Reduced |
| USA Financial Portformulas Corp | 16,859 | $1.49M | 0.24% | +16,859 | New |
| Bessemer Group Inc | 16,903 | $1.50M | 0.00% | +14,753+686.2% | Added |
| DF Dent & Co Inc | 16,998 | $1.50M | 0.02% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 17,181 | $1.52M | 0.00% | −7,498−30.4% | Reduced |
| Gulf International Bank (UK) Ltd | 17,266 | $1.53M | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 17,350 | $1.53M | 0.03% | +1,472+9.3% | Added |
| Aviva PLC | 17,381 | $1.54M | 0.01% | −1,459−7.7% | Reduced |
| Crossmark Global Holdings, Inc. | 17,675 | $1.56M | 0.03% | −589−3.2% | Reduced |
| Chase Investment Counsel Corp | 17,918 | $1.58M | 0.59% | +17,918 | New |
| CWM Advisors, LLC | 17,962 | $1.59M | 0.16% | −3,472−16.2% | Reduced |
| Edgestream Partners, L.P. | 18,330 | $1.62M | 0.08% | −2,381−11.5% | Reduced |
| Simplicity Wealth,LLC | 18,503 | $1.64M | 0.04% | +18,503 | New |
| Bleakley Financial Group, LLC | 18,820 | $1.66M | 0.05% | +1,576+9.1% | Added |
| Elo Mutual Pension Insurance Co | 18,850 | $1.67M | 0.04% | +863+4.8% | Added |
| TownSquare Capital, LLC | 18,976 | $1.68M | 0.02% | +5,229+38.0% | Added |
| Jefferies Financial Group Inc. | 19,427 | $1.72M | 0.03% | −73−0.4% | Reduced |
| Brendel Financial Advisors LLC | 19,496 | $1.72M | 1.97% | +203+1.1% | Added |
| Applied Capital LLC | 19,497 | $1.72M | 1.40% | +347+1.8% | Added |
| Insight Inv LLC | 19,545 | $1.73M | 1.50% | +1,200+6.5% | Added |
| Dean Capital Management | 19,564 | $1.73M | 1.01% | −2,049−9.5% | Reduced |
| LRT Capital Management, LLC | 20,066 | $1.77M | 1.60% | +8,410+72.2% | Added |
| First Hawaiian Bank | 20,166 | $1.78M | 0.06% | +1,432+7.6% | Added |
| Ossiam | 20,169 | $1.78M | 0.03% | −8,400−29.4% | Reduced |
| Verition Fund Management LLC | 20,309 | $1.80M | 0.02% | −296−1.4% | Reduced |
| Leavell Investment Management, Inc. | 20,403 | $1.80M | 0.10% | 00.0% | Unchanged |
| Delphi Management Inc | 20,877 | $1.85M | 1.43% | −455−2.1% | Reduced |
| Williamson Legacy Group, LLC | 21,237 | $1.88M | 1.45% | +532+2.6% | Added |
| AXA S.A. | 21,347 | $1.89M | 0.01% | +15,901+292.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,374 | $1.89M | 0.02% | +3,667+20.7% | Added |
| Central Pacific Bank - Trust Division | 21,737 | $1.90M | 0.24% | +21,737 | New |
| Willow Creek Wealth Management Inc. | 21,928 | $1.94M | 0.23% | −10.0% | Reduced |
| Trexquant Investment LP | 22,248 | $1.97M | 0.04% | −43,417−66.1% | Reduced |
| Prudential PLC | 22,401 | $1.98M | 0.02% | −11,650−34.2% | Reduced |
| Citizens National Bank Trust Department | 22,530 | $1.99M | 0.46% | −470−2.0% | Reduced |
| Pathstone Holdings, LLC | 22,710 | $2.01M | 0.01% | −2,772−10.9% | Reduced |
| Illinois Municipal Retirement Fund | 22,733 | $2.01M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 22,829 | $2.02M | 0.02% | +1,983+9.5% | Added |
| Nissay Asset Management Corp | 23,705 | $2.10M | 0.01% | +464+2.0% | Added |
| Ethic Inc. | 24,583 | $2.17M | 0.05% | +3,688+17.7% | Added |
| Intrepid Capital Management Inc | 24,595 | $2.18M | 1.41% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 24,631 | $2.18M | 0.02% | +916+3.9% | Added |
| Advisor Group Holdings, Inc. | 25,436 | $2.25M | 0.01% | −54,637−68.2% | Reduced |
| Agate Pass Investment Management, LLC | 25,983 | $2.30M | 1.23% | −192−0.7% | Reduced |
| CIBC Private Wealth Group, LLC | 26,576 | $2.33M | 0.00% | +33+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 26,563 | $2.35M | 0.10% | −11,615−30.4% | Reduced |
| Mutual of America Capital Management LLC | 26,571 | $2.35M | 0.03% | −693−2.5% | Reduced |
| Aurora Investment Counsel | 26,760 | $2.37M | 1.36% | +443+1.7% | Added |
| Agf Management Ltd | 27,003 | $2.39M | 0.01% | −12,550−31.7% | Reduced |