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, Q2 2024
Institutional positions in Berkley W R Corp as of Jun 30, 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
- 758
- −7 vs. Q1 2024
- Shares held
- 177.8M
- −1.41M (−0.8%) vs. Q1 2024
- Total value
- $13.8B
- −$1.97B (−12.5%) vs. Q1 2024
- New holders
- 85
- 297 more added
- Sold out
- 92
- 251 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 108 | $23 | 0.00% | +108 | New |
| WestEnd Advisors, LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 4 | $314 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $315 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $393 | 0.00% | −41−89.1% | Reduced |
| WR Wealth Planners, LLC | 6 | $471 | 0.00% | +6 | New |
| JJJ Advisors Inc. | 9 | $708 | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 11 | $864 | 0.00% | +11 | New |
| Avion Wealth | 23 | $1.00K | 0.00% | +6+35.3% | Added |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 13 | $1.02K | 0.00% | −37−74.0% | Reduced |
| Key Financial Inc | 13 | $1.02K | 0.00% | +13 | New |
| Larson Financial Group LLC | 14 | $1.10K | 0.00% | +12+600.0% | Added |
| Innealta Capital, LLC | 14 | $1.10K | 0.00% | +14 | New |
| Tucker Asset Management LLC | 14 | $1.10K | 0.00% | +14 | New |
| Jackson, Grant Investment Advisers, Inc. | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 16 | $1.26K | 0.00% | +16 | New |
| Dunhill Financial, LLC | 18 | $1.38K | 0.00% | +1+5.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 32 | $1.68K | 0.00% | +32 | New |
| Raffa Wealth Management, LLC | 24 | $1.89K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 25 | $1.97K | 0.00% | +25 | New |
| First PREMIER Bank | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 26 | $2.04K | 0.00% | +26 | New |
| Sachetta, LLC | 46 | $2.55K | 0.00% | +35+318.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 34 | $2.67K | 0.00% | −1−2.9% | Reduced |
| Baldwin Brothers Inc | 35 | $2.75K | 0.00% | +35 | New |
| DiNuzzo Private Wealth, Inc. | 37 | $2.91K | 0.00% | +5+15.6% | Added |
| GW&K Investment Management, LLC | 44 | $3.00K | 0.00% | +28+175.0% | Added |
| SJS Investment Consulting Inc. | 39 | $3.06K | 0.00% | −1−2.5% | Reduced |
| Sandy Spring Bank | 39 | $3.06K | 0.00% | +39 | New |
| Castleview Partners, LLC | 40 | $3.14K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 44 | $3.46K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 50 | $3.93K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 56 | $4.40K | 0.00% | −1−1.8% | Reduced |
| MCF Advisors LLC | 58 | $4.56K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 59 | $4.64K | 0.00% | −9−13.2% | Reduced |
| Rosenberg Matthew Hamilton | 60 | $4.74K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 62 | $4.87K | 0.00% | +62 | New |
| ZRC Wealth Management, LLC | 66 | $5.19K | 0.00% | +66 | New |
| Aspire Private Capital, LLC | 69 | $5.42K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 72 | $5.66K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 73 | $5.74K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 75 | $5.89K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 76 | $5.97K | 0.00% | +76 | New |
| Tyler-Stone Wealth Management | 80 | $6.29K | 0.00% | −6−7.0% | Reduced |
| West Paces Advisors Inc. | 82 | $6.44K | 0.00% | −1,146−93.3% | Reduced |
| Global Wealth Strategies & Associates | 107 | $8.41K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 109 | $8.56K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 120 | $9.43K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 129 | $10.1K | 0.00% | +54+72.0% | Added |
| St Germain D J Co Inc | 133 | $10.5K | 0.00% | +133 | New |
| Asset Dedication, LLC | 133 | $10.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 136 | $10.7K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 145 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 147 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 150 | $11.8K | 0.01% | −158−51.3% | Reduced |
| Intelligent Financial Strategies | 154 | $12.1K | 0.01% | −349−69.4% | Reduced |
| Webster Bank, N. A. | 155 | $12.2K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 154 | $12.2K | 0.00% | +78+102.6% | Added |
| Caitlin John, LLC | 164 | $12.9K | 0.01% | −151−47.9% | Reduced |
| First Horizon Advisors, Inc. | 173 | $13.6K | 0.00% | +49+39.5% | Added |
| Park Place Capital Corp | 175 | $13.8K | 0.00% | −43−19.7% | Reduced |
| Pittenger & Anderson Inc | 175 | $13.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 178 | $14.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 184 | $14.5K | 0.00% | +184 | New |
| Colonial Trust Co | 187 | $14.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 200 | $15.7K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 203 | $16.0K | 0.00% | +149+275.9% | Added |
| Huntington National Bank | 215 | $16.9K | 0.00% | +19+9.7% | Added |
| Frazier Financial Advisors, LLC | 225 | $17.7K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 228 | $17.9K | 0.00% | −12−5.0% | Reduced |
| Riverview Trust Co | 240 | $18.9K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 242 | $19.0K | 0.00% | −200−45.2% | Reduced |
| Hilltop National Bank | 243 | $19.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 253 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 261 | $20.5K | 0.00% | +22+9.2% | Added |
| Bogart Wealth, LLC | 265 | $20.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 266 | $20.9K | 0.00% | +6+2.3% | Added |
| Deseret Mutual Benefit Administrators | 268 | $21.1K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 284 | $22.0K | 0.00% | −40−12.3% | Reduced |
| CGC Financial Services, LLC | 281 | $22.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 325 | $25.0K | 0.02% | −221−40.5% | Reduced |
| Spire Wealth Management | 319 | $25.1K | 0.00% | −3−0.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 331 | $26.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 357 | $28.1K | 0.00% | −444−55.4% | Reduced |
| Creative Financial Designs Inc | 385 | $30.3K | 0.00% | +360+1,440.0% | Added |
| Armstrong Advisory Group, Inc | 410 | $32.2K | 0.00% | +209+104.0% | Added |
| FinTrust Capital Advisors, LLC | 412 | $32.3K | 0.01% | +1+0.2% | Added |
| Kiely Wealth Advisory Group, Inc. | 580 | $32.8K | 0.02% | +193+49.9% | Added |
| Trust Co | 438 | $34.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 450 | $35.4K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 464 | $36.5K | 0.00% | +177+61.7% | Added |
| Hoese & Co LLP | 450 | $36.5K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 476 | $37.4K | 0.02% | +3+0.6% | Added |
| Quarry LP | 530 | $41.6K | 0.02% | +530 | New |
| Planning Capital Management Corp | 536 | $42.1K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 536 | $42.1K | 0.00% | +116+27.6% | Added |
| Pinnacle Bancorp, Inc. | 553 | $43.5K | 0.01% | 00.0% | Unchanged |