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Livermore
Livermore
ZHEN

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.

Other share classesWRB.PEWRB.PFWRB.PGWRB.PH

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.

Institutional holdersQ1 2024: 772 institutions
Q1 2021: 507 institutionsQ2 2021: 526 institutionsQ3 2021: 513 institutionsQ4 2021: 575 institutionsQ1 2022: 617 institutionsQ2 2022: 665 institutionsQ3 2022: 667 institutionsQ4 2022: 716 institutionsQ1 2023: 693 institutionsQ2 2023: 660 institutionsQ3 2023: 667 institutionsQ4 2023: 728 institutionsQ1 2024: 772 institutionsQ2 2024: 758 institutionsQ3 2024: 800 institutionsQ4 2024: 876 institutionsQ1 2025: 915 institutionsQ2 2025: 923 institutionsQ3 2025: 934 institutionsQ4 2025: 952 institutionsQ1 2026: 926 institutionsQ2 2026: 954 institutions
Value heldQ1 2024: $15.9B
Q1 2021: $9.36BQ2 2021: $9.17BQ3 2021: $9.04BQ4 2021: $10.1BQ1 2022: $12.1BQ2 2022: $12.6BQ3 2022: $11.9BQ4 2022: $13.2BQ1 2023: $11.2BQ2 2023: $10.3BQ3 2023: $11.0BQ4 2023: $12.6BQ1 2024: $15.9BQ2 2024: $13.8BQ3 2024: $14.8BQ4 2024: $15.3BQ1 2025: $18.7BQ2 2025: $18.7BQ3 2025: $18.7BQ4 2025: $19.9BQ1 2026: $18.5BQ2 2026: $19.7B
Institutions holding WRB and their total value by quarter
QuarterHoldersValue
Q2 2026954$19.7B
Q1 2026926$18.5B
Q4 2025952$19.9B
Q3 2025934$18.7B
Q2 2025923$18.7B
Q1 2025915$18.7B
Q4 2024876$15.3B
Q3 2024800$14.8B
Q2 2024758$13.8B
Q1 2024772$15.9B
Q4 2023728$12.6B
Q3 2023667$11.0B
Q2 2023660$10.3B
Q1 2023693$11.2B
Q4 2022716$13.2B
Q3 2022667$11.9B
Q2 2022665$12.6B
Q1 2022617$12.1B
Q4 2021575$10.1B
Q3 2021513$9.04B
Q2 2021526$9.17B
Q1 2021507$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.

Institutions holding WRB in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
MJP Associates Inc4,727$418.1K0.09%+954+25.3%Added
Hamilton Capital Partners Inc.4,719$417.3K0.05%−2,456−34.2%Reduced
NEOS Investment Management LLC4,716$417.1K0.03%+1,831+63.5%Added
Schechter Investment Advisors, LLC4,656$411.8K0.03%−12−0.3%Reduced
Wealth Advisors of Iowa, LLC4,648$411.1K0.25%00.0%Unchanged
Menard Financial Group LLC4,643$410.6K0.35%+4,643New
Aptus Capital Advisors, LLC4,609$407.6K0.01%+103+2.3%Added
Old Point Trust & Financial Services N A4,560$403.3K0.15%+1,230+36.9%Added
Blair William & Co4,544$401.9K0.00%−40−0.9%Reduced
Wedmont Private Capital4,768$399.3K0.03%+137+3.0%Added
Investment Partners Asset Management, Inc.4,500$398.0K0.36%00.0%Unchanged
Diligent Investors, LLC4,500$398.0K0.10%00.0%Unchanged
Romano Brothers and Company4,475$395.8K0.05%−150−3.2%Reduced
Fiduciary Alliance LLC4,510$394.6K0.07%−106−2.3%Reduced
Eagle Ridge Investment Management4,447$393.3K0.04%−36−0.8%Reduced
Advisors Asset Management, Inc.4,430$391.8K0.01%+2,163+95.4%Added
Harvest Fund Management Co., Ltd4,394$388.0K0.03%+4,394New
United Capital Financial Advisers, LLC4,355$385.2K0.00%−233−5.1%Reduced
National Asset Management, Inc.6,006$385.0K0.01%+2,954+96.8%Added
EverSource Wealth Advisors, LLC4,996$384.5K0.03%−184−3.6%Reduced
Coldstream Capital Management Inc4,168$368.7K0.01%−25−0.6%Reduced
Atomi Financial Group, Inc.4,152$367.2K0.03%+273+7.0%Added
Moody Lynn & Lieberson, LLC4,132$365.4K0.02%+10.0%Added
Carmel Capital Partners, LLC4,125$364.8K0.15%00.0%Unchanged
Alps Advisors Inc4,090$361.7K0.00%−1,044−20.3%Reduced
M&R Capital Management Inc4,000$353.8K0.09%00.0%Unchanged
Clear Harbor Asset Management, LLC3,982$352.2K0.03%00.0%Unchanged
IHT Wealth Management, LLC3,899$344.8K0.01%−493−11.2%Reduced
Epoch Investment Partners, Inc.3,822$338.0K0.00%00.0%Unchanged
DoubleLine ETF Adviser LP3,804$336.4K0.09%+361+10.5%Added
Graham Capital Wealth Management, LLC3,785$334.7K0.57%−900−19.2%Reduced
Prime Capital Investment Advisors, LLC3,763$332.8K0.00%+9+0.2%Added
Capstone Investment Advisors, LLC3,702$327.4K0.01%+599+19.3%Added
Cynosure Management, LLC3,670$324.6K0.06%+3,670New
Financial Security Advisor, Inc.3,660$323.7K0.11%+4+0.1%Added
Beacon Financial Group3,645$322.4K0.04%−65−1.8%Reduced
ASB Consultores, LLC3,641$322.0K0.08%+3,641New
Shell Asset Management Co4,094$322.0K0.01%+4,094New
CAPROCK Group, Inc.3,612$319.5K0.02%+202+5.9%Added
HB Wealth Management, LLC3,574$316.1K0.00%−515−12.6%Reduced
Osterweis Capital Management Inc3,527$311.9K0.02%00.0%Unchanged
Buckingham Strategic Partners3,485$308.2K0.01%+3,485New
Somerset Trust Co3,472$307.1K0.13%−6−0.2%Reduced
Cassaday & Co Wealth Management LLC3,427$303.1K0.01%+10+0.3%Added
Horizon Investments, LLC3,427$303.1K0.01%+495+16.9%Added
Moneta Group Investment Advisors LLC5,133$302.6K0.00%+1,963+61.9%Added
Koshinski Asset Management, Inc.3,404$301.1K0.03%+3,404New
Vestcor Inc3,387$300.0K0.01%−1,552−31.4%Reduced
Private Wealth Advisors3,384$299.3K0.13%+5+0.1%Added
Thrive Wealth Management, LLC3,378$298.8K0.06%+204+6.4%Added
Arthur M. Cohen & Associates, LLC3,350$296.3K0.06%+350+11.7%Added
Bank Julius Baer & Co. Ltd, Zurich3,320$293.6K0.00%+3,320New
Investment Management Corp of Ontario3,301$291.9K0.01%−1,500−31.2%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital3,267$288.9K0.01%+3,267New
Ingalls & Snyder LLC3,214$284.0K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,171$280.4K0.00%+188+6.3%Added
Hutchens & Kramer Investment Management Group, LLC3,166$277.0K0.16%+174+5.8%Added
Woodward Diversified Capital, LLC3,115$275.5K0.17%+3,115New
Jarislowsky, Fraser Ltd3,114$275.4K0.00%00.0%Unchanged
Ieq Capital, LLC3,098$273.9K0.00%−137−4.2%Reduced
Aureus Asset Management, LLC3,096$273.8K0.02%00.0%Unchanged
Trustmark National Bank Trust Department3,080$272.4K0.02%00.0%Unchanged
AE Wealth Management LLC3,055$270.2K0.00%−7,552−71.2%Reduced
Signaturefd, LLC3,048$269.6K0.01%−463−13.2%Reduced
Deerfield Management Company, L.P. (Series C)3,045$269.3K0.00%+3,045New
Profund Advisors LLC3,017$266.8K0.01%+75+2.5%Added
Alberta Investment Management Corp3,000$265.3K0.00%00.0%Unchanged
Cornerstone Wealth Management, LLC2,999$265.2K0.02%+66+2.3%Added
Treynor Bancshares, Inc.2,992$264.6K0.15%00.0%Unchanged
Ami Investment Management Inc2,949$260.8K0.09%−23−0.8%Reduced
NorthRock Partners, LLC3,006$260.8K0.01%+60+2.0%Added
Axq Capital, LP2,900$256.5K0.06%+2,900New
Global Wealth Management Investment Advisory, Inc.2,893$255.9K0.06%+6+0.2%Added
Banque Pictet & Cie SA2,882$254.9K0.00%−985−25.5%Reduced
LGT Financial Advisors LLC2,877$254.5K0.30%−134−4.5%Reduced
Argent Trust Co2,874$254.2K0.01%−2,904−50.3%Reduced
GYL Financial Synergies, LLC2,855$252.5K0.02%+12+0.4%Added
BIP Wealth, LLC2,846$251.7K0.02%00.0%Unchanged
Mountain Pacific Investment Advisers Inc2,835$250.7K0.01%00.0%Unchanged
Two Sigma Securities, LLC2,821$249.5K0.01%+2,821New
J.W. Cole Advisors, Inc.2,810$248.6K0.01%+2,810New
Smith Shellnut Wilson LLC2,805$248.1K0.13%+2,805New
FineMark National Bank & Trust2,801$247.7K0.01%+2,801New
Savant Capital, LLC2,788$246.6K0.00%+2,788New
Vicus Capital2,784$246.2K0.02%+2,784New
Checchi Capital Advisers, LLC2,775$245.4K0.02%−593−17.6%Reduced
Eagle Bay Advisors LLC2,746$242.9K0.15%−756−21.6%Reduced
Firethorn Wealth Partners, LLC2,737$242.0K0.14%+2,737New
Jackson Creek Investment Advisors LLC2,734$242.0K0.09%+2,734New
Vontobel Holding Ltd.2,730$241.4K0.00%+2,730New
Cottonwood Capital Advisors, LLC2,934$240.6K0.19%+2,934New
O'Dell Group, LLC2,700$238.8K0.06%00.0%Unchanged
Mirabella Financial Services LLP2,663$235.9K0.02%−8,860−76.9%Reduced
NDVR, Inc.2,629$232.5K0.22%+2,629New
HighPoint Advisor Group LLC2,912$229.0K0.02%+60+2.1%Added
GTS Securities LLC2,574$227.6K0.01%−1,304−33.6%Reduced
ABLE Financial Group, LLC2,533$224.0K0.09%+2,533New
Trust Point Inc.2,510$222.0K0.02%+2,510New
Impact Partnership Wealth, LLC2,505$221.5K0.09%+69+2.8%Added
Clarius Group, LLC2,490$220.2K0.02%+2,490New