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 |
|---|---|---|---|---|---|
| America First Investment Advisors, LLC | 285,069 | $25.2M | 6.13% | −3,680−1.3% | Reduced |
| Natixis Advisors, L.P. | 294,672 | $26.1M | 0.06% | +87,884+42.5% | Added |
| Woodline Partners LP | 299,882 | $26.5M | 0.25% | +299,882 | New |
| California State Teachers Retirement System | 314,254 | $27.8M | 0.04% | −818−0.3% | Reduced |
| New York State Common Retirement Fund | 324,156 | $28.7M | 0.04% | −28,176−8.0% | Reduced |
| National Pension Service | 329,223 | $29.1M | 0.03% | −24,913−7.0% | Reduced |
| American Century Companies Inc | 330,459 | $29.2M | 0.02% | −58,304−15.0% | Reduced |
| CI Private Wealth, LLC | 377,676 | $33.4M | 0.06% | −9,257−2.4% | Reduced |
| Rhumbline Advisers | 424,639 | $37.6M | 0.04% | −6,029−1.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 430,203 | $38.0M | 7.19% | −5,071−1.2% | Reduced |
| TD Asset Management Inc | 435,117 | $38.5M | 0.04% | +89,340+25.8% | Added |
| Russell Investments Group, Ltd. | 436,055 | $38.6M | 0.06% | −25,601−5.5% | Reduced |
| Credit Suisse AG | 464,025 | $41.0M | 0.04% | +20,427+4.6% | Added |
| Junto Capital Management LP | 468,923 | $41.5M | 0.92% | +468,923 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 477,774 | $42.3M | 0.11% | +313,234+190.4% | Added |
| AQR Capital Management LLC | 505,309 | $44.7M | 0.08% | −30,157−5.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 520,067 | $46.0M | 0.03% | +443+0.1% | Added |
| BloombergSen Inc. | 526,165 | $46.5M | 4.02% | −10,432−1.9% | Reduced |
| Stifel Financial Corp | 526,323 | $46.5M | 0.05% | +10,683+2.1% | Added |
| Danske Bank A/S | 571,698 | $50.6M | 0.16% | +571,698 | New |
| Brandes Investment Partners, LP | 589,523 | $52.1M | 0.67% | +12,278+2.1% | Added |
| Maren Capital LLC | 605,778 | $53.6M | 5.16% | +69,644+13.0% | Added |
| Dundas Partners LLP | 611,542 | $54.1M | 4.26% | +40,469+7.1% | Added |
| Swiss National Bank | 617,775 | $54.6M | 0.04% | −26,400−4.1% | Reduced |
| Amundi | 698,866 | $56.6M | 0.02% | +95,225+15.8% | Added |
| Principal Financial Group Inc | 644,942 | $57.0M | 0.03% | +22,061+3.5% | Added |
| Boston Financial Mangement LLC | 675,569 | $59.7M | 1.90% | −537−0.1% | Reduced |
| Deutsche Bank AG | 684,929 | $60.6M | 0.03% | +146,233+27.1% | Added |
| Wellington Management Group LLP | 685,434 | $60.6M | 0.01% | −149,159−17.9% | Reduced |
| Nuveen Asset Management, LLC | 737,501 | $65.2M | 0.02% | +4,842+0.7% | Added |
| Chilton Investment Co LLC | 783,895 | $69.3M | 1.90% | −6,803−0.9% | Reduced |
| Truist Financial Corp | 785,106 | $69.4M | 0.11% | +55,001+7.5% | Added |
| Envestnet Asset Management Inc | 801,390 | $70.9M | 0.03% | +49,376+6.6% | Added |
| Raymond James & Associates | 809,526 | $71.6M | 0.05% | +60,519+8.1% | Added |
| Madison Asset Management, LLC | 867,971 | $76.8M | 0.94% | +99,121+12.9% | Added |
| Parnassus Investments | 874,703 | $77.4M | 0.17% | +874,703 | New |
| Arrowstreet Capital, Limited Partnership | 909,438 | $80.4M | 0.07% | +65,963+7.8% | Added |
| Confluence Investment Management LLC | 935,165 | $82.7M | 1.11% | −18,389−1.9% | Reduced |
| Anchor Capital Advisors LLC | 968,233 | $85.6M | 2.24% | +3,375+0.3% | Added |
| EULAV Asset Management | 996,260 | $88.1M | 2.42% | +27,000+2.8% | Added |
| Goldman Sachs Group Inc | 997,724 | $88.2M | 0.02% | −398,841−28.6% | Reduced |
| Royal Bank of Canada | 1,065,611 | $94.2M | 0.02% | +12,493+1.2% | Added |
| HSBC Holdings PLC | 1,071,531 | $94.7M | 0.07% | +107,220+11.1% | Added |
| UBS Asset Management Americas Inc | 1,117,094 | $98.8M | 0.04% | −10,992−1.0% | Reduced |
| Los Angeles Capital Management LLC | 1,157,290 | $102.4M | 0.35% | +5,407+0.5% | Added |
| California Public Employees Retirement System | 1,184,628 | $104.8M | 0.07% | +2210.0% | Added |
| Barclays PLC | 1,284,598 | $113.6M | 0.05% | +11,212+0.9% | Added |
| Legal & General Group Plc | 1,393,775 | $123.3M | 0.04% | −68,098−4.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,458,958 | $129.0M | 0.31% | +481,703+49.3% | Added |
| UBS Group AG | 1,477,582 | $130.7M | 0.04% | +216,382+17.2% | Added |
| Bank of New York Mellon Corp | 1,617,944 | $143.1M | 0.03% | −118,287−6.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,697,300 | $150.1M | 0.03% | +13,021+0.8% | Added |
| Wells Fargo & Company | 1,811,574 | $160.2M | 0.04% | +14,339+0.8% | Added |
| Polar Capital Holdings Plc | 1,887,500 | $166.9M | 1.01% | −20,000−1.0% | Reduced |
| Dimensional Fund Advisors LP | 1,898,011 | $167.9M | 0.05% | −35,701−1.8% | Reduced |
| 1832 Asset Management L.P. | 1,903,467 | $168.3M | 0.31% | −45,635−2.3% | Reduced |
| Bank of America Corp | 1,933,759 | $171.0M | 0.02% | +180,064+10.3% | Added |
| Northern Trust Corp | 1,945,569 | $172.1M | 0.03% | −95,873−4.7% | Reduced |
| Manufacturers Life Insurance Company, The | 2,348,875 | $207.7M | 0.19% | +444,320+23.3% | Added |
| APG Asset Management N.V. | 2,606,069 | $213.4M | 0.37% | +107,109+4.3% | Added |
| First Trust Advisors LP | 2,560,795 | $226.5M | 0.23% | −222,505−8.0% | Reduced |
| Norges Bank | 3,118,018 | $275.8M | 0.04% | +97,167+3.2% | Added |
| Invesco Ltd. | 3,260,775 | $288.4M | 0.06% | +569,619+21.2% | Added |
| JPMorgan Chase & Co | 4,583,978 | $405.4M | 0.04% | +276,114+6.4% | Added |
| Victory Capital Management Inc | 4,747,908 | $419.9M | 0.41% | −1,045,856−18.1% | Reduced |
| Geode Capital Management, LLC | 4,977,275 | $439.8M | 0.04% | +180,787+3.8% | Added |
| Janus Henderson Group PLC | 7,456,272 | $659.4M | 0.36% | −516,930−6.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,499,345 | $663.2M | 1.54% | +485,903+6.9% | Added |
| State Street Corp | 10,447,205 | $924.0M | 0.04% | −447,346−4.1% | Reduced |
| Morgan Stanley | 12,627,283 | $1.12B | 0.09% | +45,763+0.4% | Added |
| BlackRock Inc. | 15,679,223 | $1.39B | 0.03% | −683,202−4.2% | Reduced |
| Vanguard Group Inc | 24,439,361 | $2.16B | 0.04% | +195,763+0.8% | Added |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −89,460−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −78,362−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −65,905−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −36,504−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −21,517−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −19,887−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −19,787−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −18,166−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −14,433−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −13,041−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −7,574−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −7,001−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,633−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −6,555−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −6,453−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −6,405−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −5,738−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −5,274−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −4,688−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −4,248−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,114−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,659−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,659−100.0% | Sold out |
| Monticello Wealth Management, LLC | 0 | $0 | 0.00% | −3,316−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −3,243−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,184−100.0% | Sold out |
| Carlson Capital Management | 0 | $0 | 0.00% | −2,872−100.0% | Sold out |