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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 27,336 | $2.42M | 0.03% | −707−2.5% | Reduced |
| Tealwood Asset Management Inc | 27,459 | $2.43M | 1.09% | +27,459 | New |
| Xponance, Inc. | 27,718 | $2.45M | 0.03% | +1,646+6.3% | Added |
| New York Life Investment Management LLC | 27,724 | $2.45M | 0.02% | −1,196−4.1% | Reduced |
| Raymond James Trust N.A. | 28,348 | $2.51M | 0.06% | −1,024−3.5% | Reduced |
| MML Investors Services, LLC | 28,743 | $2.54M | 0.01% | +4,962+20.9% | Added |
| Caldwell Trust Co | 28,774 | $2.54M | 0.30% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 36,959 | $2.56M | 0.01% | +7,477+25.4% | Added |
| Beacon Pointe Advisors, LLC | 29,191 | $2.58M | 0.03% | −566−1.9% | Reduced |
| STRS Ohio | 29,415 | $2.60M | 0.01% | +1,598+5.7% | Added |
| Dean Investment Associates, LLC | 29,636 | $2.62M | 0.36% | −2,698−8.3% | Reduced |
| Accurate Wealth Management, LLC | 31,971 | $2.63M | 0.77% | +1,201+3.9% | Added |
| O'Shaughnessy Asset Management, LLC | 29,845 | $2.64M | 0.03% | +2,483+9.1% | Added |
| CIBC Asset Management Inc | 30,546 | $2.70M | 0.01% | +2,379+8.4% | Added |
| Sound View Wealth Advisors Group, LLC | 30,873 | $2.73M | 0.29% | −1,032−3.2% | Reduced |
| Belpointe Asset Management LLC | 30,961 | $2.74M | 0.21% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 31,290 | $2.77M | 0.09% | +115+0.4% | Added |
| Public Sector Pension Investment Board | 32,072 | $2.84M | 0.02% | +280+0.9% | Added |
| Tredje AP-fonden | 32,617 | $2.88M | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 33,022 | $2.92M | 0.25% | −4,726−12.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 33,904 | $3.00M | 2.02% | −25−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 33,906 | $3.00M | 0.10% | −259−0.8% | Reduced |
| Ostrum Asset Management | 34,545 | $3.06M | 0.24% | 00.0% | Unchanged |
| Utah Retirement Systems | 34,601 | $3.06M | 0.04% | −100−0.3% | Reduced |
| Manchester Financial Inc | 34,830 | $3.08M | 0.80% | −43−0.1% | Reduced |
| SG Americas Securities, LLC | 34,963 | $3.09M | 0.02% | +23,358+201.3% | Added |
| Rockefeller Capital Management L.P. | 35,181 | $3.11M | 0.01% | +6,819+24.0% | Added |
| CX Institutional | 35,306 | $3.12M | 0.15% | +33,608+1,979.3% | Added |
| Griffin Asset Management, Inc. | 35,479 | $3.14M | 0.37% | 00.0% | Unchanged |
| Czech National Bank | 35,660 | $3.15M | 0.04% | −20−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,066 | $3.19M | 0.01% | −11,054−23.5% | Reduced |
| Daiwa Securities Group Inc. | 36,109 | $3.19M | 0.02% | +1,146+3.3% | Added |
| KLCM Advisors, Inc. | 36,349 | $3.21M | 0.41% | 00.0% | Unchanged |
| USS Investment Management Ltd | 36,449 | $3.22M | 0.03% | −7,209−16.5% | Reduced |
| Otter Creek Advisors, LLC | 36,529 | $3.23M | 2.27% | +25,181+221.9% | Added |
| Advisors Preferred, LLC | 37,416 | $3.27M | 0.55% | +37,416 | New |
| DnB Asset Management AS | 37,180 | $3.29M | 0.02% | −1,556−4.0% | Reduced |
| Captrust Financial Advisors | 37,927 | $3.35M | 0.01% | −27,946−42.4% | Reduced |
| State of Alaska, Department of Revenue | 39,002 | $3.45M | 0.04% | 00.0% | Unchanged |
| ProShare Advisors LLC | 39,257 | $3.47M | 0.01% | −2,812−6.7% | Reduced |
| Panagora Asset Management Inc | 39,397 | $3.48M | 0.02% | −27−0.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 39,655 | $3.51M | 0.01% | −1,886−4.5% | Reduced |
| Two Sigma Investments, LP | 40,411 | $3.57M | 0.01% | −66,757−62.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 40,500 | $3.58M | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 41,187 | $3.64M | 0.08% | +1,782+4.5% | Added |
| Texas Permanent School Fund | 41,897 | $3.71M | 0.03% | −168−0.4% | Reduced |
| Independent Advisor Alliance | 41,982 | $3.71M | 0.13% | +530+1.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 42,720 | $3.78M | 0.02% | +3,400+8.6% | Added |
| Northwest & Ethical Investments L.P. | 42,906 | $3.79M | 0.11% | +42,906 | New |
| Cetera Investment Advisers | 43,339 | $3.83M | 0.01% | +29,970+224.2% | Added |
| IFM Investors Pty Ltd | 43,504 | $3.85M | 0.04% | −946−2.1% | Reduced |
| Handelsbanken Fonder AB | 44,076 | $3.90M | 0.02% | +3,906+9.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,492 | $3.93M | 0.03% | −120−0.3% | Reduced |
| Retirement Systems of Alabama | 44,732 | $3.96M | 0.02% | −166−0.4% | Reduced |
| Creative Planning | 44,963 | $3.98M | 0.00% | +5,880+15.0% | Added |
| Asset Management Group, Inc. | 45,044 | $3.98M | 0.75% | −908−2.0% | Reduced |
| Assetmark, Inc | 45,883 | $4.06M | 0.01% | +2,349+5.4% | Added |
| Fairman Group, LLC | 46,725 | $4.13M | 3.90% | −1,060−2.2% | Reduced |
| MetLife Investment Management | 47,397 | $4.19M | 0.03% | −1,980−4.0% | Reduced |
| Forsta Ap-Fonden | 47,900 | $4.24M | 0.04% | +7,000+17.1% | Added |
| Tudor Investment Corp Et Al | 48,045 | $4.25M | 0.05% | +48,045 | New |
| Lighthouse Investment Partners, LLC | 49,408 | $4.37M | 0.26% | +49,408 | New |
| Atria Investments LLC | 50,637 | $4.48M | 0.06% | +189+0.4% | Added |
| NewEdge Wealth, LLC | 57,209 | $4.52M | 0.10% | +6,206+12.2% | Added |
| Tobam | 51,160 | $4.53M | 0.41% | −309−0.6% | Reduced |
| Colony Group, LLC | 52,537 | $4.65M | 0.04% | +52,537 | New |
| Voloridge Investment Management, LLC | 52,669 | $4.66M | 0.02% | −13,834−20.8% | Reduced |
| Spears Abacus Advisors LLC | 52,927 | $4.68M | 0.10% | +8,527+19.2% | Added |
| American International Group, Inc. | 52,981 | $4.69M | 0.02% | −408−0.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 53,000 | $4.69M | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 53,004 | $4.69M | 0.04% | −123−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 53,497 | $4.73M | 0.00% | +744+1.4% | Added |
| Jane Street Group, LLC | 53,929 | $4.77M | 0.01% | −5,885−9.8% | Reduced |
| Comerica Bank | 54,421 | $4.81M | 0.02% | −717−1.3% | Reduced |
| PGGM Investments | 54,797 | $4.85M | 0.07% | −3,612−6.2% | Reduced |
| Annandale Capital, LLC | 54,853 | $4.85M | 1.10% | 00.0% | Unchanged |
| Butensky & Cohen Financial Security, Inc | 54,914 | $4.86M | 1.51% | −3,149−5.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 54,945 | $4.86M | 0.21% | +4,162+8.2% | Added |
| State of Michigan Retirement System | 55,546 | $4.91M | 0.03% | −200−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 55,818 | $4.94M | 0.01% | +1,982+3.7% | Added |
| Arizona State Retirement System | 56,742 | $5.02M | 0.03% | +120+0.2% | Added |
| HighTower Advisors, LLC | 57,759 | $5.12M | 0.01% | −2,940−4.8% | Reduced |
| Mackenzie Financial Corp | 58,322 | $5.16M | 0.01% | +4,469+8.3% | Added |
| Gamco Investors, Inc. Et Al | 58,409 | $5.17M | 0.05% | −600−1.0% | Reduced |
| Lazard Asset Management LLC | 58,485 | $5.17M | 0.01% | +8,427+16.8% | Added |
| Montag A & Associates Inc | 58,883 | $5.21M | 0.26% | −759−1.3% | Reduced |
| Mariner, LLC | 59,182 | $5.23M | 0.01% | +3,968+7.2% | Added |
| Financial Strategies Group, Inc. | 62,874 | $5.27M | 1.41% | +9,762+18.4% | Added |
| CIBC World Markets Corp | 60,106 | $5.32M | 0.03% | +12,793+27.0% | Added |
| Pinebridge Investments, L.P. | 61,702 | $5.46M | 0.04% | +61,702 | New |
| Cambridge Investment Research Advisors, Inc. | 64,246 | $5.68M | 0.02% | +35,499+123.5% | Added |
| Jacobs Levy Equity Management, Inc | 66,741 | $5.90M | 0.03% | −239,140−78.2% | Reduced |
| Nomura Asset Management Co Ltd | 67,173 | $5.94M | 0.02% | +6,681+11.0% | Added |
| Voya Investment Management LLC | 67,305 | $5.95M | 0.01% | −3,187−4.5% | Reduced |
| Henshaw Capital LLC | 69,295 | $6.13M | 0.29% | −7,859−10.2% | Reduced |
| Rafferty Asset Management, LLC | 71,296 | $6.31M | 0.02% | −914−1.3% | Reduced |
| Susquehanna International Group, LLP | 71,520 | $6.33M | 0.01% | +10,699+17.6% | Added |
| Erste Asset Management GmbH | 72,452 | $6.38M | 0.09% | +8,439+13.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 72,569 | $6.42M | 0.12% | +62,293+606.2% | Added |
| Gateway Investment Advisers LLC | 72,945 | $6.45M | 0.07% | −10,792−12.9% | Reduced |