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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 253 | $22.0K | 0.00% | +9+3.7% | Added |
| Hilltop National Bank | 243 | $21.5K | 0.01% | +243 | New |
| Prestige Wealth Management Group LLC | 240 | $21.2K | 0.00% | −28−10.4% | Reduced |
| Riverview Trust Co | 240 | $21.2K | 0.02% | +240 | New |
| Hexagon Capital Partners LLC | 239 | $21.1K | 0.00% | +60+33.5% | Added |
| Frazier Financial Advisors, LLC | 225 | $19.9K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 218 | $19.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 200 | $17.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 196 | $17.3K | 0.00% | −31−13.7% | Reduced |
| Colonial Trust Co | 187 | $16.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 178 | $15.7K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 175 | $15.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 201 | $14.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 155 | $13.7K | 0.00% | +155 | New |
| Brown Brothers Harriman & Co | 153 | $13.5K | 0.00% | −49−24.3% | Reduced |
| Bokf, NA | 147 | $12.9K | 0.00% | −8−5.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 145 | $12.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 136 | $12.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 133 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 140 | $11.0K | 0.00% | −16−10.3% | Reduced |
| First Horizon Advisors, Inc. | 124 | $11.0K | 0.00% | −285−69.7% | Reduced |
| Fernwood Investment Management, LLC | 121 | $10.7K | 0.00% | +121 | New |
| Versant Capital Management, Inc | 120 | $10.6K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 109 | $9.64K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 107 | $9.46K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 76 | $8.35K | 0.00% | +76 | New |
| Tyler-Stone Wealth Management | 86 | $7.61K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 81 | $7.16K | 0.00% | +81 | New |
| DT Investment Partners, LLC | 75 | $6.63K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 75 | $6.60K | 0.00% | +3+4.2% | Added |
| Archer Investment Corp | 73 | $6.46K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 72 | $6.37K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 69 | $6.10K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 68 | $6.01K | 0.00% | +9+15.3% | Added |
| Abich Financial Wealth Management LLC | 68 | $6.01K | 0.00% | +14+25.9% | Added |
| Rosenberg Matthew Hamilton | 60 | $5.25K | 0.00% | +44+275.0% | Added |
| MCF Advisors LLC | 58 | $5.13K | 0.00% | +6+11.5% | Added |
| MV Capital Management, Inc. | 57 | $5.04K | 0.00% | +2+3.6% | Added |
| Sofos Investments, Inc. | 54 | $4.79K | 0.00% | +50+1,250.0% | Added |
| Crewe Advisors LLC | 54 | $4.78K | 0.00% | +54 | New |
| RFP Financial Group LLC | 50 | $4.42K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 46 | $4.07K | 0.00% | +41+820.0% | Added |
| Continuum Advisory, LLC | 50 | $3.94K | 0.00% | +50 | New |
| Beacon Capital Management, LLC | 44 | $3.89K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 40 | $3.56K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 40 | $3.54K | 0.00% | −2−4.8% | Reduced |
| Manchester Capital Management LLC | 39 | $3.45K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 35 | $3.10K | 0.00% | +1+2.9% | Added |
| First PREMIER Bank | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 35 | $3.00K | 0.03% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $2.83K | 0.00% | −1−3.0% | Reduced |
| Creative Financial Designs Inc | 25 | $2.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $2.12K | 0.00% | −12−33.3% | Reduced |
| Avion Wealth | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $2.00K | 0.00% | +25 | New |
| Dunhill Financial, LLC | 17 | $1.52K | 0.00% | +2+13.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 16 | $1.42K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 13 | $1.15K | 0.00% | +13 | New |
| Global Assets Advisory, LLC | 91,560 | $1.05K | 0.05% | +91,560 | New |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 16 | $1.00K | 0.00% | +4+33.3% | Added |
| JJJ Advisors Inc. | 9 | $796 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 11 | $778 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $708 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $354 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4 | $353 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3 | $266 | 0.00% | +3 | New |
| Larson Financial Group LLC | 2 | $177 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $90 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $89 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $88 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −89,460−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −78,362−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −65,905−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −36,504−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −21,517−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −19,887−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −19,787−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −18,166−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −14,433−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −13,041−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −7,574−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −7,001−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,633−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −6,555−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −6,453−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −6,405−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −5,738−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −5,274−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −4,688−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −4,248−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,114−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,659−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,659−100.0% | Sold out |
| Monticello Wealth Management, LLC | 0 | $0 | 0.00% | −3,316−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −3,243−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,184−100.0% | Sold out |
| Carlson Capital Management | 0 | $0 | 0.00% | −2,872−100.0% | Sold out |