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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 3,284 | $258.1K | 0.01% | −328−9.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,350 | $263.2K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,356 | $263.7K | 0.01% | −543−13.9% | Reduced |
| Woodward Diversified Capital, LLC | 3,365 | $264.4K | 0.16% | +250+8.0% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,352 | $264.9K | 0.15% | +186+5.9% | Added |
| Private Wealth Advisors | 3,389 | $267.8K | 0.12% | +5+0.1% | Added |
| Wellington Wealth Strategies, LLC. | 3,447 | $268.9K | 1.15% | +3,447 | New |
| Cassaday & Co Wealth Management LLC | 3,422 | $268.9K | 0.01% | −5−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 3,443 | $270.6K | 0.01% | +3,443 | New |
| Atomi Financial Group, Inc. | 3,457 | $271.7K | 0.02% | −695−16.7% | Reduced |
| Somerset Trust Co | 3,468 | $272.5K | 0.11% | −4−0.1% | Reduced |
| Financial Security Advisor, Inc. | 3,480 | $275.2K | 0.09% | −180−4.9% | Reduced |
| Osterweis Capital Management Inc | 3,527 | $277.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,538 | $278.0K | 0.00% | +3,385+2,212.4% | Added |
| Mill Creek Capital Advisors, LLC | 3,643 | $286.3K | 0.01% | +1,334+57.8% | Added |
| Beacon Financial Group | 3,647 | $286.6K | 0.03% | +2+0.1% | Added |
| Hamilton Capital Partners Inc. | 3,669 | $288.3K | 0.03% | −1,050−22.3% | Reduced |
| DoubleLine ETF Adviser LP | 3,690 | $290.0K | 0.08% | −114−3.0% | Reduced |
| Thrive Wealth Management, LLC | 3,691 | $290.1K | 0.06% | +313+9.3% | Added |
| Prime Capital Investment Advisors, LLC | 3,713 | $291.8K | 0.00% | −50−1.3% | Reduced |
| Clearstead Advisors, LLC | 3,713 | $291.8K | 0.00% | +3,573+2,552.1% | Added |
| Ieq Capital, LLC | 3,717 | $292.1K | 0.00% | +619+20.0% | Added |
| HB Wealth Management, LLC | 3,752 | $294.8K | 0.00% | +178+5.0% | Added |
| Capstone Investment Advisors, LLC | 3,766 | $295.9K | 0.01% | +64+1.7% | Added |
| IFG Advisory, LLC | 3,771 | $296.3K | 0.02% | +3,771 | New |
| Gitterman Wealth Management, LLC | 3,773 | $296.6K | 0.11% | +3,773 | New |
| Graham Capital Wealth Management, LLC | 3,785 | $297.4K | 0.40% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 16,971 | $306.0K | 0.00% | +16,971 | New |
| Clear Harbor Asset Management, LLC | 3,982 | $312.9K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,000 | $314.3K | 0.07% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,072 | $320.0K | 0.00% | −18−0.4% | Reduced |
| Platform Technology Partners | 4,082 | $320.8K | 0.11% | +4,082 | New |
| Carmel Capital Partners, LLC | 4,125 | $324.1K | 0.14% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 4,128 | $324.4K | 0.06% | +4,128 | New |
| United Capital Financial Advisers, LLC | 4,142 | $325.5K | 0.00% | −213−4.9% | Reduced |
| Swiss Life Asset Management Ltd | 4,150 | $326.1K | 0.00% | −1,383−25.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,731 | $326.3K | 0.00% | +411+12.4% | Added |
| Axxcess Wealth Management, LLC | 4,232 | $332.6K | 0.01% | −6,742−61.4% | Reduced |
| Coldstream Capital Management Inc | 4,404 | $346.1K | 0.01% | +236+5.7% | Added |
| Perpetual Ltd | 4,418 | $347.2K | 0.00% | +4,418 | New |
| Mather Group, LLC. | 3,931 | $347.7K | 0.00% | +833+26.9% | Added |
| Diversify Advisory Services, LLC | 4,412 | $348.7K | 0.02% | −5,174−54.0% | Reduced |
| Eagle Ridge Investment Management | 4,447 | $349.4K | 0.03% | 00.0% | Unchanged |
| Romano Brothers and Company | 4,475 | $351.6K | 0.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 4,495 | $353.2K | 0.03% | −161−3.5% | Reduced |
| Investment Partners Asset Management, Inc. | 4,500 | $353.6K | 0.32% | 00.0% | Unchanged |
| Diligent Investors, LLC | 4,500 | $353.6K | 0.09% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 4,510 | $357.2K | 0.06% | 00.0% | Unchanged |
| Banco Santander, S.A. | 6,834 | $358.0K | 0.00% | +6,834 | New |
| Investment Management Corp of Ontario | 4,601 | $361.5K | 0.01% | +1,300+39.4% | Added |
| Wealth Advisors of Iowa, LLC | 4,648 | $365.2K | 0.20% | 00.0% | Unchanged |
| Cynosure Management, LLC | 4,711 | $370.2K | 0.06% | +1,041+28.4% | Added |
| Harbour Investments, Inc. | 4,848 | $381.0K | 0.01% | −597−11.0% | Reduced |
| Naples Global Advisors, LLC | 4,892 | $384.4K | 0.04% | 00.0% | Unchanged |
| MJP Associates Inc | 4,915 | $386.2K | 0.08% | +188+4.0% | Added |
| Private Trust Co NA | 4,933 | $387.6K | 0.04% | 00.0% | Unchanged |
| Tufton Capital Management | 4,950 | $389.0K | 0.08% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,985 | $391.7K | 0.20% | +245+5.2% | Added |
| Sage Capital Advisors,llc | 5,000 | $392.9K | 0.11% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 4,950 | $392.9K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 5,045 | $396.4K | 0.00% | +131+2.7% | Added |
| Bard Financial Services, Inc. | 5,060 | $397.6K | 0.04% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 5,068 | $398.2K | 0.09% | +5,068 | New |
| Ritholtz Wealth Management | 5,089 | $399.9K | 0.01% | −15−0.3% | Reduced |
| Wedmont Private Capital | 7,540 | $403.0K | 0.03% | +2,772+58.1% | Added |
| Venturi Wealth Management, LLC | 5,137 | $403.7K | 0.02% | +4,763+1,273.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,156 | $405.2K | 0.00% | +218+4.4% | Added |
| Eqis Capital Management, Inc. | 5,183 | $407.2K | 0.03% | +396+8.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,197 | $408.4K | 0.02% | −1,441−21.7% | Reduced |
| HRT Financial LP | 5,232 | $411.0K | 0.00% | +5,232 | New |
| Schonfeld Strategic Advisors LLC | 5,260 | $413.3K | 0.00% | −100,064−95.0% | Reduced |
| Bridgewater Associates, LP | 5,303 | $416.7K | 0.00% | +5,303 | New |
| Wealth Alliance | 5,345 | $420.0K | 0.05% | −226−4.1% | Reduced |
| Keybank National Association | 5,418 | $425.7K | 0.00% | +450+9.1% | Added |
| Federation des caisses Desjardins du Quebec | 5,425 | $426.3K | 0.00% | −4,726−46.6% | Reduced |
| Heritage Wealth Management, LLC | 5,458 | $428.9K | 0.24% | −678−11.0% | Reduced |
| Heritage Family Offices, LLP | 5,458 | $428.9K | 0.24% | +5,458 | New |
| DORVAL Corp | 5,321 | $431.1K | 0.19% | +7+0.1% | Added |
| Tectonic Advisors LLC | 5,504 | $432.5K | 0.03% | +538+10.8% | Added |
| Summit Global Investments | 5,509 | $433.0K | 0.03% | −6,770−55.1% | Reduced |
| Strategy Asset Managers LLC | 7,271 | $433.1K | 0.10% | +7,271 | New |
| Brown Advisory Inc | 5,543 | $435.6K | 0.00% | +152+2.8% | Added |
| Custom Index Systems, LLC | 5,546 | $435.8K | 0.25% | +5,546 | New |
| Greenwood Capital Associates LLC | 5,569 | $437.6K | 0.06% | −243−4.2% | Reduced |
| Dark Forest Capital Management LP | 5,626 | $442.1K | 0.08% | −620−9.9% | Reduced |
| Skba Capital Management LLC | 5,665 | $445.2K | 0.07% | +210+3.8% | Added |
| EverSource Wealth Advisors, LLC | 8,079 | $445.4K | 0.03% | +3,083+61.7% | Added |
| Guggenheim Capital LLC | 5,672 | $445.7K | 0.00% | −7,794−57.9% | Reduced |
| Advisors Asset Management, Inc. | 5,886 | $462.5K | 0.01% | +1,456+32.9% | Added |
| Campbell & CO Investment Adviser LLC | 5,930 | $466.0K | 0.04% | +5,930 | New |
| GTS Securities LLC | 5,954 | $467.9K | 0.01% | +3,380+131.3% | Added |
| Acadian Asset Management LLC | 6,014 | $471.0K | 0.00% | +4,744+373.5% | Added |
| Moody Lynn & Lieberson, LLC | 6,045 | $475.0K | 0.03% | +1,913+46.3% | Added |
| Matrix Private Capital Group LLC | 6,062 | $476.4K | 0.30% | +130+2.2% | Added |
| Fifth Third Bancorp | 6,062 | $476.4K | 0.00% | +299+5.2% | Added |
| Citadel Investment Advisory, Inc. | 6,066 | $477.0K | 0.27% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 6,087 | $478.3K | 0.18% | +6,087 | New |
| Transatlantique Private Wealth LLC | 6,093 | $478.8K | 0.20% | +6,093 | New |
| Glenmede Trust Co NA | 6,171 | $484.9K | 0.00% | +69+1.1% | Added |
| Fort Washington Investment Advisors Inc | 6,215 | $488.4K | 0.00% | 00.0% | Unchanged |