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 |
|---|---|---|---|---|---|
| Everpar Advisors LLC | 8,915 | $788.4K | 0.48% | −7,147−44.5% | Reduced |
| Cresset Asset Management, LLC | 8,905 | $787.6K | 0.00% | +285+3.3% | Added |
| Compass Wealth Management LLC | 8,889 | $786.1K | 0.20% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 8,777 | $776.2K | 0.06% | +4,114+88.2% | Added |
| Williams Jones Wealth Management, LLC. | 8,687 | $768.3K | 0.01% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 8,676 | $767.3K | 0.05% | +8,676 | New |
| Murphy Pohlad Asset Management LLC | 8,662 | $766.1K | 0.30% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 8,630 | $763.2K | 0.43% | −1,196−12.2% | Reduced |
| Cadent Capital Advisors, LLC | 8,616 | $762.0K | 0.30% | +8+0.1% | Added |
| Magnetar Financial LLC | 8,550 | $756.2K | 0.02% | +8,550 | New |
| Gotham Asset Management, LLC | 8,536 | $754.9K | 0.01% | −2,519−22.8% | Reduced |
| Commerce Bank | 8,471 | $749.2K | 0.00% | +139+1.7% | Added |
| Federation des caisses Desjardins du Quebec | 10,151 | $737.8K | 0.01% | +1,040+11.4% | Added |
| SRB Corp | 8,309 | $734.8K | 0.04% | +1,209+17.0% | Added |
| Thrivent Financial for Lutherans | 8,264 | $731.0K | 0.00% | −22,703−73.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,193 | $725.0K | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 8,180 | $723.4K | 0.00% | +745+10.0% | Added |
| Metropolitan Life Insurance Co | 8,173 | $722.8K | 0.03% | −118−1.4% | Reduced |
| Empire Financial Management Company, LLC | 8,109 | $717.2K | 0.24% | +1,105+15.8% | Added |
| Vident Advisory, LLC | 8,040 | $711.1K | 0.01% | −40,321−83.4% | Reduced |
| Ambassador Advisors, LLC | 8,019 | $709.2K | 0.13% | +3,141+64.4% | Added |
| Baader Bank INC | 7,950 | $703.1K | 0.06% | +7,950 | New |
| Umb Bank N A | 7,871 | $696.1K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 7,716 | $682.0K | 0.00% | +1,289+20.1% | Added |
| Toroso Investments, LLC | 7,605 | $672.4K | 0.01% | −2,838−27.2% | Reduced |
| Washington Capital Management Inc | 7,600 | $672.1K | 0.54% | −1,400−15.6% | Reduced |
| ING Groep NV | 7,555 | $668.2K | 0.00% | −114−1.5% | Reduced |
| NCM Capital Management, LLC | 7,506 | $663.9K | 0.37% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 7,489 | $662.3K | 0.04% | +2,220+42.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,464 | $660.1K | 0.00% | +429+6.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 7,454 | $659.2K | 0.23% | +7,454 | New |
| Gratus Capital LLC | 7,421 | $656.3K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7,383 | $653.0K | 0.02% | −2,297−23.7% | Reduced |
| Kornitzer Capital Management Inc | 7,372 | $652.0K | 0.01% | −200−2.6% | Reduced |
| Cobblestone Capital Advisors LLC | 7,303 | $645.9K | 0.04% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 7,200 | $636.8K | 0.00% | 00.0% | Unchanged |
| Lincoln National Corp | 7,146 | $632.0K | 0.01% | +753+11.8% | Added |
| Empirical Finance, LLC | 7,045 | $623.1K | 0.04% | +245+3.6% | Added |
| Norinchukin Bank, The | 7,010 | $620.0K | 0.02% | −124−1.7% | Reduced |
| Mutual Advisors, LLC | 6,922 | $612.2K | 0.02% | +999+16.9% | Added |
| Aspen Investment Management Inc | 6,867 | $607.0K | 0.31% | +1,954+39.8% | Added |
| Davenport & Co LLC | 6,774 | $599.1K | 0.00% | +268+4.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,773 | $599.0K | 0.01% | +109+1.6% | Added |
| Gifford Fong Associates | 6,750 | $597.0K | 0.16% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,724 | $594.7K | 0.03% | +6,724 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 6,688 | $591.5K | 0.04% | −570−7.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,638 | $587.1K | 0.03% | +1,904+40.2% | Added |
| Eagle Harbor Asset Management Inc | 6,607 | $584.3K | 0.62% | +231+3.6% | Added |
| King Luther Capital Management Corp | 6,559 | $580.1K | 0.00% | +6,559 | New |
| Symmetry Partners, LLC | 6,558 | $580.0K | 0.05% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 6,450 | $570.4K | 0.01% | +275+4.5% | Added |
| Quadrature Capital Ltd | 6,449 | $570.4K | 0.01% | −6,326−49.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,433 | $568.9K | 0.03% | +1,210+23.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,431 | $568.8K | 0.01% | −17−0.3% | Reduced |
| Snowden Capital Advisors LLC | 6,419 | $567.7K | 0.02% | −33−0.5% | Reduced |
| Hilltop Holdings Inc. | 6,419 | $567.7K | 0.06% | −10−0.2% | Reduced |
| TrinityPoint Wealth, LLC | 6,411 | $567.0K | 0.09% | +8+0.1% | Added |
| Park Avenue Securities LLC | 6,348 | $561.0K | 0.01% | −861−11.9% | Reduced |
| Brinker Capital Investments, LLC | 6,278 | $555.2K | 0.01% | −316−4.8% | Reduced |
| Orion Portfolio Solutions, LLC | 6,278 | $555.2K | 0.01% | −316−4.8% | Reduced |
| Dark Forest Capital Management LP | 6,246 | $552.4K | 0.09% | +6,246 | New |
| Hennion & Walsh Asset Management, Inc. | 6,223 | $550.4K | 0.03% | −8,336−57.3% | Reduced |
| Fort Washington Investment Advisors Inc | 6,215 | $549.7K | 0.00% | +65+1.1% | Added |
| Heritage Wealth Management, LLC | 6,136 | $542.7K | 0.28% | −182−2.9% | Reduced |
| Avantax Advisory Services, Inc. | 6,132 | $542.4K | 0.00% | +1,399+29.6% | Added |
| Degroof Petercam Asset Management | 6,104 | $539.8K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 6,102 | $539.7K | 0.00% | −348−5.4% | Reduced |
| Citadel Investment Advisory, Inc. | 6,066 | $536.0K | 0.30% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,006 | $531.2K | 0.01% | −63−1.0% | Reduced |
| We Are One Seven, LLC | 5,974 | $528.3K | 0.03% | +138+2.4% | Added |
| Matrix Private Capital Group LLC | 5,932 | $524.6K | 0.36% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,828 | $515.4K | 0.39% | +5,828 | New |
| Greenwood Capital Associates LLC | 5,812 | $514.0K | 0.07% | −120−2.0% | Reduced |
| Fifth Third Bancorp | 5,763 | $509.7K | 0.00% | +806+16.3% | Added |
| Wealth Alliance | 5,571 | $492.7K | 0.06% | −67−1.2% | Reduced |
| Swiss Life Asset Management Ltd | 5,533 | $489.3K | 0.01% | −1,760−24.1% | Reduced |
| GWM Advisors LLC | 5,523 | $488.5K | 0.00% | +2,952+114.8% | Added |
| Rakuten Investment Management, Inc. | 5,481 | $484.7K | 0.00% | +4,975+983.2% | Added |
| Skba Capital Management LLC | 5,455 | $482.4K | 0.08% | +610+12.6% | Added |
| Harbour Investments, Inc. | 5,445 | $481.6K | 0.02% | +257+5.0% | Added |
| Brown Advisory Inc | 5,391 | $476.7K | 0.00% | +322+6.4% | Added |
| Wright Investors Service Inc | 5,334 | $471.7K | 0.12% | −208−3.8% | Reduced |
| Arkadios Wealth Advisors | 5,177 | $457.9K | 0.04% | +489+10.4% | Added |
| Cornerstone Investment Partners, LLC | 5,162 | $456.5K | 0.02% | +73+1.4% | Added |
| Avestar Capital, LLC | 5,105 | $451.5K | 0.05% | +89+1.8% | Added |
| Ritholtz Wealth Management | 5,104 | $451.4K | 0.02% | +86+1.7% | Added |
| Ancora Advisors, LLC | 5,064 | $447.9K | 0.01% | −2,500−33.1% | Reduced |
| Bard Financial Services, Inc. | 5,060 | $447.5K | 0.05% | 00.0% | Unchanged |
| DORVAL Corp | 5,314 | $444.3K | 0.21% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 5,000 | $442.2K | 0.13% | 00.0% | Unchanged |
| Keybank National Association | 4,968 | $439.4K | 0.00% | +455+10.1% | Added |
| Tectonic Advisors LLC | 4,966 | $439.2K | 0.03% | −3−0.1% | Reduced |
| Tufton Capital Management | 4,950 | $437.8K | 0.09% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 4,950 | $437.8K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 4,938 | $436.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,933 | $436.3K | 0.05% | −97−1.9% | Reduced |
| Greenleaf Trust | 4,914 | $434.6K | 0.00% | −189−3.7% | Reduced |
| Naples Global Advisors, LLC | 4,892 | $432.6K | 0.04% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,787 | $423.4K | 0.03% | +969+25.4% | Added |
| Baron Wealth Management LLC | 4,740 | $419.2K | 0.22% | −26−0.5% | Reduced |