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 |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 572 | $44.9K | 0.03% | +572 | New |
| Manchester Capital Management LLC | 577 | $45.3K | 0.01% | +538+1,379.5% | Added |
| Raleigh Capital Management Inc. | 579 | $45.5K | 0.02% | +80+16.0% | Added |
| Whittier Trust Co of Nevada Inc | 603 | $47.4K | 0.00% | +599+14,975.0% | Added |
| SRS Capital Advisors, Inc. | 611 | $48.0K | 0.00% | +296+94.0% | Added |
| Lindbrook Capital, LLC | 621 | $48.8K | 0.00% | +14+2.3% | Added |
| Penserra Capital Management LLC | 958 | $50.0K | 0.00% | +5+0.5% | Added |
| Davis Capital Management | 639 | $50.5K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 675 | $53.0K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 694 | $54.5K | 0.03% | −346−33.3% | Reduced |
| Ransom Advisory, Ltd | 703 | $55.2K | 0.03% | +703 | New |
| Capital Advisors, Ltd. LLC | 730 | $57.0K | 0.01% | +14+2.0% | Added |
| Evermay Wealth Management LLC | 740 | $58.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 742 | $58.3K | 0.00% | +284+62.0% | Added |
| Spotlight Asset Group, Inc. | 778 | $61.1K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 790 | $62.1K | 0.02% | +790 | New |
| Silver Oak Securities, Inc | 819 | $64.4K | 0.01% | −74−8.3% | Reduced |
| Fortitude Family Office, LLC | 827 | $65.0K | 0.04% | 00.0% | Unchanged |
| Westpac Banking Corp | 838 | $65.8K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 845 | $66.4K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 854 | $67.1K | 0.01% | +2+0.2% | Added |
| Sentry Investment Management LLC | 885 | $69.0K | 0.03% | −181−17.0% | Reduced |
| 1620 Investment Advisors, Inc. | 300 | $70.1K | 0.05% | +300 | New |
| Alta Advisers Ltd | 900 | $70.7K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 901 | $70.8K | 0.01% | −30−3.2% | Reduced |
| Leonteq Securities AG | 922 | $72.5K | 0.01% | +39+4.4% | Added |
| Geneos Wealth Management Inc. | 923 | $72.5K | 0.00% | +2+0.2% | Added |
| Global Retirement Partners, LLC | 950 | $74.7K | 0.00% | +232+32.3% | Added |
| Johnson Financial Group, Inc. | 976 | $76.7K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1,125 | $88.4K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,160 | $91.2K | 0.00% | +83+7.7% | Added |
| AlphaCentric Advisors LLC | 1,168 | $91.8K | 0.07% | +1,168 | New |
| LGT Financial Advisors LLC | 1,189 | $93.4K | 0.20% | −1,688−58.7% | Reduced |
| JFS Wealth Advisors, LLC | 1,253 | $98.5K | 0.01% | +8+0.6% | Added |
| Allworth Financial LP | 1,994 | $102.8K | 0.00% | +857+75.4% | Added |
| AdvisorNet Financial, Inc | 1,407 | $110.6K | 0.01% | −29−2.0% | Reduced |
| Principal Securities, Inc. | 1,423 | $111.8K | 0.00% | +188+15.2% | Added |
| Proequities, Inc. | 1,508 | $118.5K | 0.01% | +185+14.0% | Added |
| Parallel Advisors, LLC | 1,683 | $132.2K | 0.00% | +135+8.7% | Added |
| ORG Partners LLC | 1,740 | $137.5K | 0.02% | +1,740 | New |
| Optimum Investment Advisors | 1,875 | $147.3K | 0.07% | −100−5.1% | Reduced |
| Heritage Wealth Advisors | 1,909 | $150.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,917 | $152.8K | 0.00% | −510−14.9% | Reduced |
| USA Financial Portformulas Corp | 1,986 | $156.1K | 0.03% | −14,873−88.2% | Reduced |
| C M Bidwell & Associates Ltd | 2,052 | $161.2K | 0.11% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,085 | $163.8K | 0.01% | +37+1.8% | Added |
| Whittier Trust Co | 2,109 | $165.7K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,173 | $171.0K | 0.03% | +236+12.2% | Added |
| Farther Finance Advisors, LLC | 2,182 | $172.5K | 0.01% | +1,275+140.6% | Added |
| Iron Horse Wealth Management, LLC | 2,218 | $174.3K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,403 | $188.8K | 0.01% | +202+9.2% | Added |
| Eagle Bay Advisors LLC | 2,416 | $189.9K | 0.11% | −330−12.0% | Reduced |
| Chilton Capital Management LLC | 2,445 | $192.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,493 | $195.9K | 0.00% | +69+2.8% | Added |
| Level Four Advisory Services, LLC | 2,547 | $200.1K | 0.01% | +2,547 | New |
| Ami Investment Management Inc | 2,550 | $200.4K | 0.07% | −399−13.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,272 | $200.9K | 0.00% | +1,132+99.3% | Added |
| Nicholas Hoffman & Company, LLC. | 2,557 | $200.9K | 0.01% | +2,557 | New |
| Valeo Financial Advisors, LLC | 2,570 | $202.0K | 0.01% | +2,570 | New |
| One Wealth Advisors, LLC | 3,553 | $203.0K | 0.04% | +1,183+49.9% | Added |
| AE Wealth Management LLC | 2,617 | $205.6K | 0.00% | −438−14.3% | Reduced |
| Smith Shellnut Wilson LLC | 2,633 | $206.9K | 0.10% | −172−6.1% | Reduced |
| West Family Investments, Inc. | 2,638 | $207.3K | 0.06% | +2,638 | New |
| GAMMA Investing LLC | 2,671 | $209.9K | 0.03% | +770+40.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,681 | $210.7K | 0.00% | −490−15.5% | Reduced |
| EHP Funds Inc. | 2,700 | $212.2K | 0.10% | +2,700 | New |
| Koshinski Asset Management, Inc. | 2,698 | $212.5K | 0.02% | −706−20.7% | Reduced |
| Apollon Wealth Management, LLC | 2,708 | $212.8K | 0.01% | +2,708 | New |
| Vicus Capital | 2,748 | $216.0K | 0.02% | −36−1.3% | Reduced |
| Checchi Capital Advisers, LLC | 2,759 | $216.8K | 0.02% | −16−0.6% | Reduced |
| J.W. Cole Advisors, Inc. | 2,817 | $221.3K | 0.01% | +7+0.2% | Added |
| Mountain Pacific Investment Advisers Inc | 2,835 | $222.8K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,838 | $223.0K | 0.02% | −2,267−44.4% | Reduced |
| Firethorn Wealth Partners, LLC | 2,852 | $224.1K | 0.13% | +115+4.2% | Added |
| NDVR, Inc. | 2,854 | $224.3K | 0.23% | +225+8.6% | Added |
| BIP Wealth, LLC | 2,856 | $224.4K | 0.02% | +10+0.4% | Added |
| GYL Financial Synergies, LLC | 2,858 | $224.6K | 0.02% | +3+0.1% | Added |
| Confluence Wealth Services, Inc. | 2,859 | $224.7K | 0.02% | +2,859 | New |
| LRI Investments, LLC | 2,862 | $224.9K | 0.03% | +2,781+3,433.3% | Added |
| Smartleaf Asset Management LLC | 2,835 | $225.0K | 0.04% | +1,000+54.5% | Added |
| NorthRock Partners, LLC | 2,926 | $226.7K | 0.01% | −80−2.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 2,887 | $226.9K | 0.05% | −6−0.2% | Reduced |
| Moneta Group Investment Advisors LLC | 4,370 | $228.9K | 0.00% | −763−14.9% | Reduced |
| Fidelis Capital Partners, LLC | 4,107 | $229.9K | 0.03% | +1,705+71.0% | Added |
| Profund Advisors LLC | 2,938 | $230.9K | 0.01% | −79−2.6% | Reduced |
| Signaturefd, LLC | 2,977 | $233.9K | 0.00% | −71−2.3% | Reduced |
| Credit Capital Investments LLC | 2,980 | $234.2K | 0.29% | +2,980 | New |
| Cornerstone Wealth Management, LLC | 3,004 | $236.1K | 0.02% | +5+0.2% | Added |
| Gibbs Wealth Management | 3,011 | $236.6K | 0.10% | +3,011 | New |
| O'Dell Group, LLC | 2,700 | $238.8K | 0.06% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 4,608 | $241.4K | 0.00% | −10.0% | Reduced |
| National Asset Management, Inc. | 3,080 | $242.0K | 0.01% | −2,926−48.7% | Reduced |
| Aureus Asset Management, LLC | 3,096 | $243.3K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 3,108 | $244.2K | 0.04% | +641+26.0% | Added |
| Ashton Thomas Private Wealth, LLC | 3,134 | $246.3K | 0.01% | +761+32.1% | Added |
| Wolverine Trading, LLC | 3,143 | $247.0K | 0.00% | +3,143 | New |
| HighPoint Advisor Group LLC | 4,543 | $252.0K | 0.02% | +1,631+56.0% | Added |
| Argent Trust Co | 3,209 | $252.2K | 0.01% | +335+11.7% | Added |
| Ingalls & Snyder LLC | 3,214 | $253.0K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 3,258 | $256.0K | 0.01% | +3,258 | New |