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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 6,264 | $492.2K | 0.01% | −14−0.2% | Reduced |
| Orion Portfolio Solutions, LLC | 6,264 | $492.2K | 0.01% | −14−0.2% | Reduced |
| Blair William & Co | 6,322 | $496.8K | 0.00% | +1,778+39.1% | Added |
| Cornerstone Investment Partners, LLC | 6,354 | $499.3K | 0.02% | +1,192+23.1% | Added |
| Snowden Capital Advisors LLC | 6,374 | $500.9K | 0.01% | −45−0.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,428 | $505.1K | 0.01% | −30.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,433 | $505.5K | 0.02% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 6,461 | $507.7K | 0.08% | +50+0.8% | Added |
| Bradley Foster & Sargent Inc | 6,500 | $510.8K | 0.01% | +50+0.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,514 | $511.9K | 0.03% | −174−2.6% | Reduced |
| Symmetry Partners, LLC | 6,558 | $515.0K | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,557 | $515.2K | 0.03% | −488−6.9% | Reduced |
| King Luther Capital Management Corp | 6,559 | $515.4K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,563 | $515.8K | 0.00% | −7,511−53.4% | Reduced |
| Eagle Harbor Asset Management Inc | 6,607 | $519.2K | 0.55% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 6,708 | $527.1K | 0.02% | +1,992+42.2% | Added |
| Gifford Fong Associates | 6,750 | $530.0K | 0.14% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 6,880 | $540.6K | 0.03% | −423−5.8% | Reduced |
| ING Groep NV | 6,981 | $548.6K | 0.00% | −574−7.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 7,017 | $551.4K | 0.19% | −437−5.9% | Reduced |
| Williamson Legacy Group, LLC | 7,038 | $553.0K | 0.41% | −14,199−66.9% | Reduced |
| Omers Administration Corp | 7,149 | $561.8K | 0.01% | +7,149 | New |
| Norinchukin Bank, The | 7,161 | $562.7K | 0.02% | +151+2.2% | Added |
| Empower Advisory Group, LLC | 7,200 | $565.8K | 0.00% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 7,382 | $580.1K | 0.01% | +10+0.1% | Added |
| Forum Financial Management, LP | 7,395 | $581.1K | 0.01% | +1,389+23.1% | Added |
| Davenport & Co LLC | 7,415 | $582.7K | 0.00% | +641+9.5% | Added |
| Gratus Capital LLC | 7,421 | $583.1K | 0.02% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 7,506 | $589.9K | 0.31% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,544 | $592.8K | 0.00% | +2,021+36.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,548 | $593.1K | 0.00% | +84+1.1% | Added |
| We Are One Seven, LLC | 7,587 | $596.2K | 0.03% | +1,613+27.0% | Added |
| Washington Capital Management Inc | 7,600 | $597.2K | 0.51% | 00.0% | Unchanged |
| Ci Investments Inc. | 7,626 | $599.0K | 0.00% | −90−1.2% | Reduced |
| Aviva PLC | 7,658 | $601.8K | 0.00% | −9,723−55.9% | Reduced |
| Exchange Traded Concepts, LLC | 7,752 | $609.2K | 0.02% | +369+5.0% | Added |
| Vinva Investment Management Ltd | 7,742 | $614.6K | 0.03% | +253+3.4% | Added |
| Wealth Quarterback LLC | 7,846 | $616.6K | 0.35% | −784−9.1% | Reduced |
| Baader Bank INC | 7,976 | $626.4K | 0.05% | +26+0.3% | Added |
| Aigen Investment Management, LP | 8,038 | $631.6K | 0.12% | +8,038 | New |
| Umb Bank N A | 8,052 | $632.7K | 0.01% | +181+2.3% | Added |
| Thrivent Financial for Lutherans | 8,149 | $640.0K | 0.00% | −115−1.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,193 | $644.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,222 | $646.0K | 0.01% | +1,874+29.5% | Added |
| Wealthfront Advisers LLC | 8,347 | $655.9K | 0.00% | +167+2.0% | Added |
| Old Point Trust & Financial Services N A | 8,372 | $657.9K | 0.26% | +3,812+83.6% | Added |
| Ambassador Advisors, LLC | 8,373 | $658.0K | 0.12% | +354+4.4% | Added |
| Unigestion Holding SA | 9,315 | $658.8K | 0.04% | −2,408−20.5% | Reduced |
| Commerce Bank | 8,446 | $663.7K | 0.00% | −25−0.3% | Reduced |
| Everpar Advisors LLC | 8,452 | $664.2K | 0.33% | −463−5.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,550 | $671.9K | 0.01% | −137−1.6% | Reduced |
| Cadent Capital Advisors, LLC | 8,608 | $676.4K | 0.27% | −8−0.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 8,662 | $680.7K | 0.29% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 8,679 | $682.0K | 0.01% | −63,890−88.0% | Reduced |
| Rakuten Investment Management, Inc. | 8,645 | $686.2K | 0.00% | +3,164+57.7% | Added |
| Siemens Fonds Invest GmbH | 8,777 | $689.7K | 0.05% | 00.0% | Unchanged |
| Virtu Financial LLC | 8,788 | $690.0K | 0.05% | −997−10.2% | Reduced |
| Compass Wealth Management LLC | 8,889 | $698.5K | 0.17% | 00.0% | Unchanged |
| Claro Advisors LLC | 8,977 | $705.4K | 0.11% | −767−7.9% | Reduced |
| Cyr Financial Inc. | 8,990 | $706.4K | 0.71% | +8,990 | New |
| Bellevue Asset Management, LLC | 9,000 | $707.2K | 0.39% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 9,189 | $722.1K | 0.02% | +4,125+81.5% | Added |
| Empire Financial Management Company, LLC | 9,200 | $722.9K | 0.24% | +1,091+13.5% | Added |
| Kestra Advisory Services, LLC | 9,348 | $734.6K | 0.00% | −4,032−30.1% | Reduced |
| Ballentine Partners, LLC | 9,461 | $743.4K | 0.01% | −18−0.2% | Reduced |
| Everence Capital Management Inc | 9,825 | $756.0K | 0.05% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 9,707 | $762.8K | 0.03% | +117+1.2% | Added |
| Swedbank AB | 9,844 | $773.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 9,761 | $774.8K | 0.00% | −27,198−73.6% | Reduced |
| Virtus ETF Advisers LLC | 9,917 | $779.3K | 0.38% | +9,917 | New |
| Wedbush Securities Inc | 9,979 | $784.0K | 0.03% | +408+4.3% | Added |
| LVW Advisors, LLC | 10,064 | $790.8K | 0.12% | +921+10.1% | Added |
| Diversify Wealth Management, LLC | 14,659 | $802.3K | 0.10% | +14,659 | New |
| New Mexico Educational Retirement Board | 10,250 | $805.0K | 0.03% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,335 | $812.2K | 0.01% | +3,562+52.6% | Added |
| Frank, Rimerman Advisors LLC | 10,394 | $816.8K | 0.06% | +10,394 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 10,352 | $820.0K | 0.06% | −1,885−15.4% | Reduced |
| M&T Bank Corp | 10,559 | $829.7K | 0.00% | +1,351+14.7% | Added |
| YHB Investment Advisors, Inc. | 10,693 | $840.3K | 0.07% | −50−0.5% | Reduced |
| US Bancorp | 10,715 | $842.4K | 0.00% | −126−1.2% | Reduced |
| Cresset Asset Management, LLC | 10,811 | $849.5K | 0.00% | +1,906+21.4% | Added |
| Nations Financial Group Inc, | 10,836 | $851.5K | 0.07% | +130+1.2% | Added |
| Natixis | 10,906 | $857.0K | 0.01% | −159,628−93.6% | Reduced |
| Gotham Asset Management, LLC | 10,970 | $862.0K | 0.01% | +2,434+28.5% | Added |
| HM Payson & Co | 11,029 | $866.7K | 0.02% | −465−4.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,201 | $880.3K | 0.01% | +11,201 | New |
| Lombard Odier Asset Management (Switzerland) SA | 11,285 | $886.8K | 0.09% | +2,609+30.1% | Added |
| Louisiana State Employees Retirement System | 11,400 | $895.8K | 0.02% | −400−3.4% | Reduced |
| Securian Asset Management, Inc | 11,535 | $906.4K | 0.03% | −345−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 11,542 | $907.0K | 0.01% | −616−5.1% | Reduced |
| Tower Research Capital LLC (TRC) | 11,795 | $926.9K | 0.02% | −76−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,925 | $937.1K | 0.07% | +10+0.1% | Added |
| Resources Investment Advisors, LLC. | 12,160 | $955.6K | 0.01% | +1,432+13.3% | Added |
| Trust Co of Vermont | 12,180 | $957.1K | 0.05% | −675−5.3% | Reduced |
| Almanack Investment Partners, LLC. | 12,198 | $958.5K | 0.16% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 12,134 | $958.8K | 0.01% | −371−3.0% | Reduced |
| Fairfield, Bush & Co. | 12,225 | $960.6K | 0.58% | +600+5.2% | Added |
| Avantax Advisory Services, Inc. | 12,339 | $969.6K | 0.01% | +6,207+101.2% | Added |
| Resonant Capital Advisors, LLC | 12,361 | $971.3K | 0.08% | +216+1.8% | Added |
| Centaurus Financial, Inc. | 12,482 | $981.0K | 0.07% | +269+2.2% | Added |