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 |
|---|---|---|---|---|---|
| Guardian Wealth Advisors, LLC | 2,486 | $219.9K | 0.03% | +2,486 | New |
| Mather Group, LLC. | 3,098 | $219.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,467 | $218.2K | 0.04% | −923−27.2% | Reduced |
| Chilton Capital Management LLC | 2,445 | $216.2K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,424 | $214.4K | 0.00% | +3+0.1% | Added |
| RMB Capital Management, LLC | 2,418 | $213.9K | 0.00% | +2,418 | New |
| First Nebraska Trust Co | 2,410 | $213.1K | 0.02% | +2,410 | New |
| Fidelis Capital Partners, LLC | 2,402 | $212.4K | 0.03% | +2,402 | New |
| Wexford Capital LP | 2,400 | $212.3K | 0.04% | +2,400 | New |
| Ashton Thomas Private Wealth, LLC | 2,373 | $209.9K | 0.01% | +2,373 | New |
| One Wealth Advisors, LLC | 2,370 | $209.6K | 0.04% | +2,370 | New |
| Petrus Trust Company, LTA | 2,363 | $209.0K | 0.02% | −4,235−64.2% | Reduced |
| Trust Asset Management LLC | 2,354 | $208.2K | 0.02% | +2,354 | New |
| Silvercrest Asset Management Group LLC | 2,345 | $207.4K | 0.00% | +2,345 | New |
| Nilsine Partners, LLC | 2,340 | $206.9K | 0.03% | −4,017−63.2% | Reduced |
| Shelton Capital Management | 2,334 | $206.4K | 0.01% | +2,334 | New |
| Qube Research & Technologies Ltd | 2,328 | $205.9K | 0.00% | +1,362+141.0% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 2,327 | $205.8K | 0.27% | −5,072−68.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,309 | $204.2K | 0.01% | +2,309 | New |
| American Trust | 2,290 | $202.5K | 0.02% | +2,290 | New |
| Oppenheimer & Co Inc | 2,275 | $201.2K | 0.00% | +2,275 | New |
| Meeder Advisory Services, Inc. | 2,268 | $200.6K | 0.02% | +2,268 | New |
| Iron Horse Wealth Management, LLC | 2,218 | $196.2K | 0.08% | −356−13.8% | Reduced |
| Quadrant Capital Group LLC | 2,201 | $194.7K | 0.02% | −49−2.2% | Reduced |
| Whittier Trust Co | 2,109 | $186.5K | 0.00% | +118+5.9% | Added |
| C M Bidwell & Associates Ltd | 2,052 | $181.5K | 0.12% | +806+64.7% | Added |
| IFP Advisors, Inc | 2,048 | $181.1K | 0.01% | +17+0.8% | Added |
| Catalyst Funds Management Pty Ltd | 2,000 | $176.9K | 0.05% | +2,000 | New |
| Optimum Investment Advisors | 1,975 | $174.7K | 0.08% | +250+14.5% | Added |
| Benjamin Edwards Inc | 1,937 | $171.0K | 0.03% | +754+63.7% | Added |
| Heritage Wealth Advisors | 1,909 | $168.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,901 | $168.1K | 0.03% | +358+23.2% | Added |
| Smartleaf Asset Management LLC | 1,835 | $161.8K | 0.03% | +482+35.6% | Added |
| Parallel Advisors, LLC | 1,548 | $136.9K | 0.00% | +19+1.2% | Added |
| AdvisorNet Financial, Inc | 1,436 | $127.0K | 0.01% | +197+15.9% | Added |
| Proequities, Inc. | 1,323 | $117.0K | 0.01% | +121+10.1% | Added |
| Acadian Asset Management LLC | 1,270 | $112.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,260 | $111.4K | 0.01% | +1,260 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,260 | $111.0K | 0.00% | +1,260 | New |
| JFS Wealth Advisors, LLC | 1,245 | $110.1K | 0.01% | +1+0.1% | Added |
| Principal Securities, Inc. | 1,235 | $109.2K | 0.00% | +112+10.0% | Added |
| Cambridge Trust Co | 1,231 | $108.9K | 0.00% | −69−5.3% | Reduced |
| West Paces Advisors Inc. | 1,228 | $108.6K | 0.03% | +138+12.7% | Added |
| Headlands Technologies LLC | 1,226 | $108.4K | 0.03% | +1,226 | New |
| Ronald Blue Trust, Inc. | 1,140 | $100.8K | 0.00% | −88−7.2% | Reduced |
| Allworth Financial LP | 1,137 | $100.6K | 0.00% | +7+0.6% | Added |
| St. Johns Investment Management Company, LLC | 1,125 | $99.5K | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,077 | $95.3K | 0.00% | −327−23.3% | Reduced |
| Sentry Investment Management LLC | 1,066 | $94.0K | 0.04% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,040 | $92.0K | 0.05% | −335−24.4% | Reduced |
| Johnson Financial Group, Inc. | 976 | $86.3K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 953 | $83.0K | 0.00% | −893−48.4% | Reduced |
| Harbor Investment Advisory, LLC | 931 | $82.3K | 0.01% | +31+3.4% | Added |
| Geneos Wealth Management Inc. | 921 | $81.4K | 0.00% | +1+0.1% | Added |
| Alta Advisers Ltd | 900 | $79.6K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 907 | $79.4K | 0.00% | +48+5.6% | Added |
| Silver Oak Securities, Inc | 893 | $79.0K | 0.01% | +893 | New |
| Leonteq Securities AG | 883 | $78.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 852 | $75.4K | 0.01% | −1−0.1% | Reduced |
| Criterion Capital Advisors, LLC | 845 | $74.7K | 0.05% | +15+1.8% | Added |
| Westpac Banking Corp | 838 | $74.1K | 0.01% | +316+60.5% | Added |
| Fortitude Family Office, LLC | 827 | $73.1K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 801 | $70.8K | 0.01% | +83+11.6% | Added |
| Spotlight Asset Group, Inc. | 778 | $68.8K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 740 | $65.4K | 0.01% | +740 | New |
| Global Retirement Partners, LLC | 718 | $63.5K | 0.00% | +242+50.8% | Added |
| Capital Advisors, Ltd. LLC | 716 | $63.0K | 0.01% | +12+1.7% | Added |
| Duncker Streett & Co Inc | 675 | $59.7K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 649 | $57.4K | 0.01% | −18−2.7% | Reduced |
| Davis Capital Management | 639 | $55.9K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 607 | $53.7K | 0.01% | +27+4.7% | Added |
| First Manhattan Co | 586 | $51.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 553 | $48.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 546 | $48.0K | 0.03% | +346+173.0% | Added |
| Planning Capital Management Corp | 536 | $47.4K | 0.03% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 503 | $44.5K | 0.03% | +503 | New |
| Raleigh Capital Management Inc. | 499 | $44.1K | 0.02% | +154+44.6% | Added |
| PFS Partners, LLC | 473 | $41.8K | 0.03% | +1+0.2% | Added |
| Jones Financial Companies LLLP | 458 | $40.5K | 0.00% | +332+263.5% | Added |
| Sound Income Strategies, LLC | 451 | $39.9K | 0.00% | +383+563.2% | Added |
| Caldwell Sutter Capital, Inc. | 450 | $39.8K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 442 | $39.1K | 0.00% | −220−33.2% | Reduced |
| Trust Co | 438 | $38.7K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 450 | $37.6K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 420 | $37.1K | 0.00% | −113−21.2% | Reduced |
| FinTrust Capital Advisors, LLC | 411 | $36.4K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 374 | $33.1K | 0.00% | +3+0.8% | Added |
| Kiely Wealth Advisory Group, Inc. | 387 | $29.9K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 331 | $29.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 322 | $28.5K | 0.00% | +6+1.9% | Added |
| NBC Securities, Inc. | 324 | $28.0K | 0.00% | −43−11.7% | Reduced |
| SRS Capital Advisors, Inc. | 315 | $27.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 315 | $27.8K | 0.02% | +1+0.3% | Added |
| Bruce G. Allen Investments, LLC | 308 | $27.2K | 0.02% | −49−13.7% | Reduced |
| Colonial Trust Advisors | 288 | $25.5K | 0.00% | +286+14,300.0% | Added |
| Tortoise Investment Management, LLC | 287 | $25.4K | 0.00% | +287 | New |
| CGC Financial Services, LLC | 281 | $24.9K | 0.01% | −844−75.0% | Reduced |
| Deseret Mutual Benefit Administrators | 268 | $23.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 265 | $23.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 260 | $23.0K | 0.00% | 00.0% | Unchanged |