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 |
|---|---|---|---|---|---|
| Dean Capital Management | 19,564 | $1.73M | 1.01% | −2,049−9.5% | Reduced |
| Insight Inv LLC | 19,545 | $1.73M | 1.50% | +1,200+6.5% | Added |
| Applied Capital LLC | 19,497 | $1.72M | 1.40% | +347+1.8% | Added |
| Brendel Financial Advisors LLC | 19,496 | $1.72M | 1.97% | +203+1.1% | Added |
| Jefferies Financial Group Inc. | 19,427 | $1.72M | 0.03% | −73−0.4% | Reduced |
| TownSquare Capital, LLC | 18,976 | $1.68M | 0.02% | +5,229+38.0% | Added |
| Elo Mutual Pension Insurance Co | 18,850 | $1.67M | 0.04% | +863+4.8% | Added |
| Bleakley Financial Group, LLC | 18,820 | $1.66M | 0.05% | +1,576+9.1% | Added |
| Simplicity Wealth,LLC | 18,503 | $1.64M | 0.04% | +18,503 | New |
| Edgestream Partners, L.P. | 18,330 | $1.62M | 0.08% | −2,381−11.5% | Reduced |
| CWM Advisors, LLC | 17,962 | $1.59M | 0.16% | −3,472−16.2% | Reduced |
| Chase Investment Counsel Corp | 17,918 | $1.58M | 0.59% | +17,918 | New |
| Crossmark Global Holdings, Inc. | 17,675 | $1.56M | 0.03% | −589−3.2% | Reduced |
| Aviva PLC | 17,381 | $1.54M | 0.01% | −1,459−7.7% | Reduced |
| Oregon Public Employees Retirement Fund | 17,350 | $1.53M | 0.03% | +1,472+9.3% | Added |
| Gulf International Bank (UK) Ltd | 17,266 | $1.53M | 0.04% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 17,181 | $1.52M | 0.00% | −7,498−30.4% | Reduced |
| DF Dent & Co Inc | 16,998 | $1.50M | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 16,903 | $1.50M | 0.00% | +14,753+686.2% | Added |
| USA Financial Portformulas Corp | 16,859 | $1.49M | 0.24% | +16,859 | New |
| Teachers Retirement System of the State of Kentucky | 16,691 | $1.48M | 0.01% | −910−5.2% | Reduced |
| Grace & White Inc | 16,580 | $1.47M | 0.26% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 16,011 | $1.42M | 1.20% | +16,011 | New |
| iA Global Asset Management Inc. | 15,996 | $1.42M | 0.03% | −4,473−21.9% | Reduced |
| Elgethun Capital Management | 16,038 | $1.41M | 0.36% | +20.0% | Added |
| Personal Cfo Solutions, LLC | 15,954 | $1.41M | 0.22% | +20.0% | Added |
| Advisor OS, LLC | 15,885 | $1.40M | 0.16% | +1,413+9.8% | Added |
| Twin Capital Management Inc | 15,595 | $1.38M | 0.17% | −78−0.5% | Reduced |
| Hantz Financial Services, Inc. | 15,423 | $1.36M | 0.03% | −639−4.0% | Reduced |
| Kentucky Retirement Systems | 15,391 | $1.36M | 0.04% | −909−5.6% | Reduced |
| Stegent Equity Advisors, Inc. | 15,318 | $1.35M | 1.38% | +2,587+20.3% | Added |
| Railway Pension Investments Ltd | 15,300 | $1.35M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 15,229 | $1.35M | 0.00% | +15,229 | New |
| Achmea Investment Management B.V. | 15,213 | $1.35M | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 15,206 | $1.34M | 0.00% | +1,053+7.4% | Added |
| Maryland State Retirement & Pension System | 16,234 | $1.31M | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 14,714 | $1.30M | 0.01% | −224−1.5% | Reduced |
| Private Advisor Group, LLC | 14,704 | $1.30M | 0.01% | +748+5.4% | Added |
| Resources Management Corp | 14,620 | $1.29M | 0.19% | +163+1.1% | Added |
| Pensionfund Sabic | 14,500 | $1.28M | 0.38% | −5,500−27.5% | Reduced |
| Scotia Capital Inc. | 14,365 | $1.27M | 0.01% | +1,227+9.3% | Added |
| Waverton Investment Management Ltd | 14,350 | $1.27M | 0.03% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 14,221 | $1.26M | 0.66% | +145+1.0% | Added |
| Lido Advisors, LLC | 14,074 | $1.24M | 0.01% | −5,553−28.3% | Reduced |
| Nordea Investment Management AB | 13,959 | $1.24M | 0.00% | +734+5.6% | Added |
| Pacer Advisors, Inc. | 13,959 | $1.23M | 0.00% | +333+2.4% | Added |
| JustInvest LLC | 13,937 | $1.23M | 0.03% | +433+3.2% | Added |
| Empowered Funds, LLC | 13,930 | $1.23M | 0.02% | −13,080−48.4% | Reduced |
| JT Stratford LLC | 13,858 | $1.23M | 0.24% | +3,474+33.5% | Added |
| Guggenheim Capital LLC | 13,466 | $1.19M | 0.01% | +5,889+77.7% | Added |
| Squarepoint Ops LLC | 13,380 | $1.18M | 0.00% | −13,385−50.0% | Reduced |
| Kestra Advisory Services, LLC | 13,380 | $1.18M | 0.01% | +2,551+23.6% | Added |
| UniSuper Management Pty Ltd | 13,348 | $1.18M | 0.01% | +10,916+448.8% | Added |
| Hartford Investment Management Co | 13,270 | $1.17M | 0.04% | −681−4.9% | Reduced |
| Cumberland Partners Ltd | 13,000 | $1.15M | 0.08% | −7,000−35.0% | Reduced |
| Parsons Capital Management Inc | 12,933 | $1.14M | 0.08% | −237−1.8% | Reduced |
| Trust Co of Vermont | 12,855 | $1.14M | 0.06% | −902−6.6% | Reduced |
| Brighton Jones LLC | 12,667 | $1.12M | 0.04% | −634−4.8% | Reduced |
| Eagle Asset Management Inc | 12,505 | $1.09M | 0.01% | −5,509−30.6% | Reduced |
| Summit Global Investments | 12,279 | $1.09M | 0.08% | −97,972−88.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 12,237 | $1.08M | 0.09% | +2,214+22.1% | Added |
| Centaurus Financial, Inc. | 12,213 | $1.08M | 0.08% | +12,213 | New |
| Almanack Investment Partners, LLC. | 12,198 | $1.08M | 0.18% | −1,053−7.9% | Reduced |
| Rothschild Investment LLC | 12,180 | $1.08M | 0.08% | +11,884+4,014.9% | Added |
| Integrated Wealth Concepts LLC | 12,158 | $1.08M | 0.02% | +97+0.8% | Added |
| Resonant Capital Advisors, LLC | 12,145 | $1.07M | 0.09% | +91+0.8% | Added |
| Procyon Private Wealth Partners, LLC | 11,915 | $1.05M | 0.08% | −23−0.2% | Reduced |
| Securian Asset Management, Inc | 11,880 | $1.05M | 0.03% | −946−7.4% | Reduced |
| Tower Research Capital LLC (TRC) | 11,871 | $1.05M | 0.03% | −18,257−60.6% | Reduced |
| Louisiana State Employees Retirement System | 11,800 | $1.04M | 0.02% | −500−4.1% | Reduced |
| Unigestion Holding SA | 11,723 | $1.04M | 0.05% | +2,408+25.9% | Added |
| Fairfield, Bush & Co. | 11,625 | $1.03M | 0.61% | −2,250−16.2% | Reduced |
| Jump Financial, LLC | 11,539 | $1.02M | 0.03% | +11,539 | New |
| HM Payson & Co | 11,494 | $1.02M | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 12,313 | $997.1K | 0.02% | +6,549+113.6% | Added |
| Connectus Wealth, LLC | 11,154 | $986.6K | 0.03% | −783−6.6% | Reduced |
| Axxcess Wealth Management, LLC | 10,974 | $970.5K | 0.03% | +894+8.9% | Added |
| US Bancorp | 10,841 | $959.3K | 0.00% | +682+6.7% | Added |
| YHB Investment Advisors, Inc. | 10,743 | $950.1K | 0.08% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,728 | $948.8K | 0.01% | −3,628−25.3% | Reduced |
| Nations Financial Group Inc, | 10,706 | $946.8K | 0.08% | +503+4.9% | Added |
| Quantinno Capital Management LP | 10,650 | $942.0K | 0.02% | +2,713+34.2% | Added |
| Baxter Bros Inc | 10,532 | $931.5K | 0.12% | +10,532 | New |
| New Mexico Educational Retirement Board | 10,250 | $907.0K | 0.03% | −200−1.9% | Reduced |
| Veriti Management LLC | 10,218 | $903.7K | 0.07% | +764+8.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,928 | $878.0K | 0.00% | −7,269−42.3% | Reduced |
| Swedbank AB | 9,844 | $870.6K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,825 | $869.0K | 0.06% | 00.0% | Unchanged |
| Virtu Financial LLC | 9,785 | $865.0K | 0.07% | +9,785 | New |
| Claro Advisors LLC | 9,744 | $861.8K | 0.15% | −88−0.9% | Reduced |
| Metis Global Partners, LLC | 9,590 | $848.1K | 0.03% | +24+0.3% | Added |
| Wedbush Securities Inc | 9,571 | $846.0K | 0.03% | −184−1.9% | Reduced |
| Versor Investments LP | 9,516 | $841.6K | 0.17% | −4,500−32.1% | Reduced |
| Scholtz & Company, LLC | 9,510 | $841.1K | 0.37% | −4,335−31.3% | Reduced |
| Diversify Advisory Services, LLC | 9,586 | $838.6K | 0.05% | +9,586 | New |
| Ballentine Partners, LLC | 9,479 | $838.3K | 0.02% | +299+3.3% | Added |
| D. E. Shaw & Co., Inc. | 9,289 | $821.5K | 0.00% | −41,973−81.9% | Reduced |
| M&T Bank Corp | 9,208 | $814.4K | 0.00% | −257−2.7% | Reduced |
| LVW Advisors, LLC | 9,143 | $808.6K | 0.14% | −328−3.5% | Reduced |
| Bellevue Asset Management, LLC | 9,000 | $796.0K | 0.45% | 00.0% | Unchanged |