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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 53,497 | $4.73M | 0.00% | +744+1.4% | Added |
| Amalgamated Bank | 53,004 | $4.69M | 0.04% | −123−0.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 53,000 | $4.69M | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 52,981 | $4.69M | 0.02% | −408−0.8% | Reduced |
| Spears Abacus Advisors LLC | 52,927 | $4.68M | 0.10% | +8,527+19.2% | Added |
| Voloridge Investment Management, LLC | 52,669 | $4.66M | 0.02% | −13,834−20.8% | Reduced |
| Colony Group, LLC | 52,537 | $4.65M | 0.04% | +52,537 | New |
| Tobam | 51,160 | $4.53M | 0.41% | −309−0.6% | Reduced |
| NewEdge Wealth, LLC | 57,209 | $4.52M | 0.10% | +6,206+12.2% | Added |
| Atria Investments LLC | 50,637 | $4.48M | 0.06% | +189+0.4% | Added |
| Lighthouse Investment Partners, LLC | 49,408 | $4.37M | 0.26% | +49,408 | New |
| Tudor Investment Corp Et Al | 48,045 | $4.25M | 0.05% | +48,045 | New |
| Forsta Ap-Fonden | 47,900 | $4.24M | 0.04% | +7,000+17.1% | Added |
| MetLife Investment Management | 47,397 | $4.19M | 0.03% | −1,980−4.0% | Reduced |
| Fairman Group, LLC | 46,725 | $4.13M | 3.90% | −1,060−2.2% | Reduced |
| Assetmark, Inc | 45,883 | $4.06M | 0.01% | +2,349+5.4% | Added |
| Asset Management Group, Inc. | 45,044 | $3.98M | 0.75% | −908−2.0% | Reduced |
| Creative Planning | 44,963 | $3.98M | 0.00% | +5,880+15.0% | Added |
| Retirement Systems of Alabama | 44,732 | $3.96M | 0.02% | −166−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,492 | $3.93M | 0.03% | −120−0.3% | Reduced |
| Handelsbanken Fonder AB | 44,076 | $3.90M | 0.02% | +3,906+9.7% | Added |
| IFM Investors Pty Ltd | 43,504 | $3.85M | 0.04% | −946−2.1% | Reduced |
| Cetera Investment Advisers | 43,339 | $3.83M | 0.01% | +29,970+224.2% | Added |
| Northwest & Ethical Investments L.P. | 42,906 | $3.79M | 0.11% | +42,906 | New |
| Skandinaviska Enskilda Banken AB (publ) | 42,720 | $3.78M | 0.02% | +3,400+8.6% | Added |
| Independent Advisor Alliance | 41,982 | $3.71M | 0.13% | +530+1.3% | Added |
| Texas Permanent School Fund | 41,897 | $3.71M | 0.03% | −168−0.4% | Reduced |
| Advisory Services Network, LLC | 41,187 | $3.64M | 0.08% | +1,782+4.5% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 40,500 | $3.58M | 0.04% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 40,411 | $3.57M | 0.01% | −66,757−62.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 39,655 | $3.51M | 0.01% | −1,886−4.5% | Reduced |
| Panagora Asset Management Inc | 39,397 | $3.48M | 0.02% | −27−0.1% | Reduced |
| ProShare Advisors LLC | 39,257 | $3.47M | 0.01% | −2,812−6.7% | Reduced |
| State of Alaska, Department of Revenue | 39,002 | $3.45M | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 37,927 | $3.35M | 0.01% | −27,946−42.4% | Reduced |
| DnB Asset Management AS | 37,180 | $3.29M | 0.02% | −1,556−4.0% | Reduced |
| Advisors Preferred, LLC | 37,416 | $3.27M | 0.55% | +37,416 | New |
| Otter Creek Advisors, LLC | 36,529 | $3.23M | 2.27% | +25,181+221.9% | Added |
| USS Investment Management Ltd | 36,449 | $3.22M | 0.03% | −7,209−16.5% | Reduced |
| KLCM Advisors, Inc. | 36,349 | $3.21M | 0.41% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 36,109 | $3.19M | 0.02% | +1,146+3.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,066 | $3.19M | 0.01% | −11,054−23.5% | Reduced |
| Czech National Bank | 35,660 | $3.15M | 0.04% | −20−0.1% | Reduced |
| Griffin Asset Management, Inc. | 35,479 | $3.14M | 0.37% | 00.0% | Unchanged |
| CX Institutional | 35,306 | $3.12M | 0.15% | +33,608+1,979.3% | Added |
| Rockefeller Capital Management L.P. | 35,181 | $3.11M | 0.01% | +6,819+24.0% | Added |
| SG Americas Securities, LLC | 34,963 | $3.09M | 0.02% | +23,358+201.3% | Added |
| Manchester Financial Inc | 34,830 | $3.08M | 0.80% | −43−0.1% | Reduced |
| Utah Retirement Systems | 34,601 | $3.06M | 0.04% | −100−0.3% | Reduced |
| Ostrum Asset Management | 34,545 | $3.06M | 0.24% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 33,906 | $3.00M | 0.10% | −259−0.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 33,904 | $3.00M | 2.02% | −25−0.1% | Reduced |
| Sepio Capital, LP | 33,022 | $2.92M | 0.25% | −4,726−12.5% | Reduced |
| Tredje AP-fonden | 32,617 | $2.88M | 0.03% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 32,072 | $2.84M | 0.02% | +280+0.9% | Added |
| TD Private Client Wealth LLC | 31,290 | $2.77M | 0.09% | +115+0.4% | Added |
| Belpointe Asset Management LLC | 30,961 | $2.74M | 0.21% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 30,873 | $2.73M | 0.29% | −1,032−3.2% | Reduced |
| CIBC Asset Management Inc | 30,546 | $2.70M | 0.01% | +2,379+8.4% | Added |
| O'Shaughnessy Asset Management, LLC | 29,845 | $2.64M | 0.03% | +2,483+9.1% | Added |
| Accurate Wealth Management, LLC | 31,971 | $2.63M | 0.77% | +1,201+3.9% | Added |
| Dean Investment Associates, LLC | 29,636 | $2.62M | 0.36% | −2,698−8.3% | Reduced |
| STRS Ohio | 29,415 | $2.60M | 0.01% | +1,598+5.7% | Added |
| Beacon Pointe Advisors, LLC | 29,191 | $2.58M | 0.03% | −566−1.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 36,959 | $2.56M | 0.01% | +7,477+25.4% | Added |
| Caldwell Trust Co | 28,774 | $2.54M | 0.30% | 00.0% | Unchanged |
| MML Investors Services, LLC | 28,743 | $2.54M | 0.01% | +4,962+20.9% | Added |
| Raymond James Trust N.A. | 28,348 | $2.51M | 0.06% | −1,024−3.5% | Reduced |
| New York Life Investment Management LLC | 27,724 | $2.45M | 0.02% | −1,196−4.1% | Reduced |
| Xponance, Inc. | 27,718 | $2.45M | 0.03% | +1,646+6.3% | Added |
| Tealwood Asset Management Inc | 27,459 | $2.43M | 1.09% | +27,459 | New |
| Yousif Capital Management, LLC | 27,336 | $2.42M | 0.03% | −707−2.5% | Reduced |
| Agf Management Ltd | 27,003 | $2.39M | 0.01% | −12,550−31.7% | Reduced |
| Aurora Investment Counsel | 26,760 | $2.37M | 1.36% | +443+1.7% | Added |
| Mutual of America Capital Management LLC | 26,571 | $2.35M | 0.03% | −693−2.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 26,563 | $2.35M | 0.10% | −11,615−30.4% | Reduced |
| CIBC Private Wealth Group, LLC | 26,576 | $2.33M | 0.00% | +33+0.1% | Added |
| Agate Pass Investment Management, LLC | 25,983 | $2.30M | 1.23% | −192−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 25,436 | $2.25M | 0.01% | −54,637−68.2% | Reduced |
| British Columbia Investment Management Corp | 24,631 | $2.18M | 0.02% | +916+3.9% | Added |
| Intrepid Capital Management Inc | 24,595 | $2.18M | 1.41% | 00.0% | Unchanged |
| Ethic Inc. | 24,583 | $2.17M | 0.05% | +3,688+17.7% | Added |
| Nissay Asset Management Corp | 23,705 | $2.10M | 0.01% | +464+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 22,829 | $2.02M | 0.02% | +1,983+9.5% | Added |
| Illinois Municipal Retirement Fund | 22,733 | $2.01M | 0.03% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 22,710 | $2.01M | 0.01% | −2,772−10.9% | Reduced |
| Citizens National Bank Trust Department | 22,530 | $1.99M | 0.46% | −470−2.0% | Reduced |
| Prudential PLC | 22,401 | $1.98M | 0.02% | −11,650−34.2% | Reduced |
| Trexquant Investment LP | 22,248 | $1.97M | 0.04% | −43,417−66.1% | Reduced |
| Willow Creek Wealth Management Inc. | 21,928 | $1.94M | 0.23% | −10.0% | Reduced |
| Central Pacific Bank - Trust Division | 21,737 | $1.90M | 0.24% | +21,737 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,374 | $1.89M | 0.02% | +3,667+20.7% | Added |
| AXA S.A. | 21,347 | $1.89M | 0.01% | +15,901+292.0% | Added |
| Williamson Legacy Group, LLC | 21,237 | $1.88M | 1.45% | +532+2.6% | Added |
| Delphi Management Inc | 20,877 | $1.85M | 1.43% | −455−2.1% | Reduced |
| Leavell Investment Management, Inc. | 20,403 | $1.80M | 0.10% | 00.0% | Unchanged |
| Verition Fund Management LLC | 20,309 | $1.80M | 0.02% | −296−1.4% | Reduced |
| Ossiam | 20,169 | $1.78M | 0.03% | −8,400−29.4% | Reduced |
| First Hawaiian Bank | 20,166 | $1.78M | 0.06% | +1,432+7.6% | Added |
| LRT Capital Management, LLC | 20,066 | $1.77M | 1.60% | +8,410+72.2% | Added |