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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 12,523 | $984.1K | 0.07% | +343+2.8% | Added |
| Great Lakes Advisors, LLC | 12,687 | $996.9K | 0.01% | +12,687 | New |
| Veriti Management LLC | 12,711 | $998.8K | 0.06% | +2,493+24.4% | Added |
| Keb Asset Management, LLC | 12,857 | $1.01M | 0.34% | +12,857 | New |
| Brighton Jones LLC | 12,879 | $1.01M | 0.03% | +212+1.7% | Added |
| Hartford Investment Management Co | 13,061 | $1.03M | 0.04% | −209−1.6% | Reduced |
| Taika Capital, LP | 13,610 | $1.07M | 0.85% | +13,610 | New |
| Investment Planning Advisors, Inc. | 13,731 | $1.08M | 0.55% | +13,731 | New |
| Delphi Management Inc | 21,217 | $1.11M | 0.91% | +340+1.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,165 | $1.11M | 0.59% | −56−0.4% | Reduced |
| Empowered Funds, LLC | 14,169 | $1.11M | 0.02% | +239+1.7% | Added |
| Waverton Investment Management Ltd | 14,350 | $1.13M | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,375 | $1.13M | 0.01% | −329−2.2% | Reduced |
| Pensionfund Sabic | 14,500 | $1.14M | 0.34% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 14,506 | $1.14M | 0.03% | −3,997−21.6% | Reduced |
| Pacer Advisors, Inc. | 14,586 | $1.15M | 0.00% | +627+4.5% | Added |
| Bleakley Financial Group, LLC | 14,640 | $1.15M | 0.03% | −4,180−22.2% | Reduced |
| LRT Capital Management, LLC | 21,960 | $1.15M | 1.08% | +1,894+9.4% | Added |
| MBB Public Markets I LLC | 14,724 | $1.16M | 0.02% | +14,724 | New |
| Franklin Resources Inc | 14,793 | $1.16M | 0.00% | −413−2.7% | Reduced |
| Nordea Investment Management AB | 14,872 | $1.17M | 0.00% | +913+6.5% | Added |
| Stegent Equity Advisors, Inc. | 14,994 | $1.18M | 1.23% | −324−2.1% | Reduced |
| Hantz Financial Services, Inc. | 15,158 | $1.19M | 0.02% | −265−1.7% | Reduced |
| Kentucky Retirement Systems | 15,220 | $1.20M | 0.03% | −171−1.1% | Reduced |
| Scotia Capital Inc. | 22,916 | $1.20M | 0.01% | +8,551+59.5% | Added |
| Railway Pension Investments Ltd | 15,300 | $1.20M | 0.01% | 00.0% | Unchanged |
| Twin Capital Management Inc | 15,307 | $1.20M | 0.14% | −288−1.8% | Reduced |
| Quantinno Capital Management LP | 15,343 | $1.21M | 0.02% | +4,693+44.1% | Added |
| Resources Management Corp | 15,356 | $1.21M | 0.18% | +736+5.0% | Added |
| CWM Advisors, LLC | 15,366 | $1.21M | 0.14% | −2,596−14.5% | Reduced |
| Mizuho Securities USA LLC | 15,575 | $1.22M | 0.03% | +15,575 | New |
| Advisor OS, LLC | 15,660 | $1.23M | 0.13% | −225−1.4% | Reduced |
| Pullen Investment Management, LLC | 15,686 | $1.23M | 1.02% | −325−2.0% | Reduced |
| Vestcor Inc | 15,799 | $1.24M | 0.04% | +12,412+366.5% | Added |
| Personal Cfo Solutions, LLC | 15,876 | $1.25M | 0.19% | −78−0.5% | Reduced |
| Elgethun Capital Management | 16,040 | $1.26M | 0.32% | +20.0% | Added |
| D.A. Davidson & Co. | 16,064 | $1.26M | 0.01% | +1,350+9.2% | Added |
| Parsons Capital Management Inc | 16,145 | $1.27M | 0.09% | +3,212+24.8% | Added |
| JustInvest LLC | 16,184 | $1.27M | 0.02% | +2,247+16.1% | Added |
| Teachers Retirement System of the State of Kentucky | 16,228 | $1.27M | 0.01% | −463−2.8% | Reduced |
| Maryland State Retirement & Pension System | 16,234 | $1.28M | 0.02% | 00.0% | Unchanged |
| JT Stratford LLC | 16,525 | $1.30M | 0.24% | +2,667+19.2% | Added |
| Buckingham Strategic Partners | 16,530 | $1.30M | 0.03% | +13,045+374.3% | Added |
| Grace & White Inc | 24,870 | $1.30M | 0.24% | +8,290+50.0% | Added |
| iA Global Asset Management Inc. | 16,935 | $1.33M | 0.03% | +939+5.9% | Added |
| DF Dent & Co Inc | 16,998 | $1.34M | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 17,219 | $1.35M | 0.00% | +316+1.9% | Added |
| Gulf International Bank (UK) Ltd | 17,266 | $1.36M | 0.03% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 17,260 | $1.36M | 0.03% | −1,590−8.4% | Reduced |
| Crossmark Global Holdings, Inc. | 17,274 | $1.36M | 0.03% | −401−2.3% | Reduced |
| Balyasny Asset Management LLC | 17,287 | $1.36M | 0.00% | +2,058+13.5% | Added |
| Oregon Public Employees Retirement Fund | 17,350 | $1.36M | 0.03% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 17,508 | $1.38M | 0.02% | +2,295+15.1% | Added |
| Millennium Management LLC | 17,782 | $1.40M | 0.00% | −129,306−87.9% | Reduced |
| Chase Investment Counsel Corp | 17,918 | $1.41M | 0.50% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 18,190 | $1.43M | 0.37% | +18,190 | New |
| Mount Lucas Management LP | 27,503 | $1.44M | 0.51% | +27,503 | New |
| Cambridge Investment Research Advisors, Inc. | 18,568 | $1.46M | 0.01% | −45,678−71.1% | Reduced |
| Ossiam | 19,035 | $1.50M | 0.03% | −1,134−5.6% | Reduced |
| Toroso Investments, LLC | 19,520 | $1.53M | 0.02% | +11,915+156.7% | Added |
| Applied Capital LLC | 19,907 | $1.56M | 1.37% | +410+2.1% | Added |
| Neuberger Berman Group LLC | 20,119 | $1.58M | 0.00% | +2,938+17.1% | Added |
| Verition Fund Management LLC | 20,480 | $1.61M | 0.01% | +171+0.8% | Added |
| Leavell Investment Management, Inc. | 20,584 | $1.62M | 0.09% | +181+0.9% | Added |
| First Hawaiian Bank | 20,586 | $1.62M | 0.05% | +420+2.1% | Added |
| Insight Inv LLC | 20,495 | $1.62M | 1.40% | +950+4.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 20,896 | $1.64M | 0.07% | +20,896 | New |
| Baxter Bros Inc | 20,992 | $1.65M | 0.22% | +10,460+99.3% | Added |
| UniSuper Management Pty Ltd | 21,040 | $1.65M | 0.01% | +7,692+57.6% | Added |
| AXA S.A. | 21,406 | $1.68M | 0.01% | +59+0.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,769 | $1.71M | 0.02% | +395+1.8% | Added |
| Willow Creek Wealth Management Inc. | 21,928 | $1.72M | 0.20% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 22,157 | $1.74M | 0.02% | +3,181+16.8% | Added |
| Central Pacific Bank - Trust Division | 22,202 | $1.74M | 0.21% | +465+2.1% | Added |
| Citizens National Bank Trust Department | 22,515 | $1.77M | 0.39% | −15−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 22,733 | $1.79M | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 23,106 | $1.82M | 0.04% | −1,477−6.0% | Reduced |
| Pathstone Holdings, LLC | 23,472 | $1.84M | 0.01% | +762+3.4% | Added |
| Macquarie Group Ltd | 24,024 | $1.86M | 0.00% | −124,694−83.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,380 | $1.86M | 0.00% | +24,380 | New |
| Advisor Group Holdings, Inc. | 23,911 | $1.88M | 0.00% | −1,525−6.0% | Reduced |
| Nissay Asset Management Corp | 24,228 | $1.90M | 0.01% | +523+2.2% | Added |
| Hilltop Holdings Inc. | 24,321 | $1.91M | 0.22% | +17,902+278.9% | Added |
| Daiwa Securities Group Inc. | 37,020 | $1.94M | 0.01% | +911+2.5% | Added |
| Steel Peak Wealth Management LLC | 24,929 | $1.96M | 0.09% | +24,929 | New |
| Agate Pass Investment Management, LLC | 25,097 | $1.97M | 1.05% | −886−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,119 | $1.97M | 0.02% | +2,290+10.0% | Added |
| Intrepid Capital Management Inc | 25,361 | $1.99M | 1.27% | +766+3.1% | Added |
| Mutual of America Capital Management LLC | 25,471 | $2.00M | 0.02% | −1,100−4.1% | Reduced |
| Aurora Investment Counsel | 25,604 | $2.01M | 1.18% | −1,156−4.3% | Reduced |
| Bank of Nova Scotia | 38,731 | $2.02M | 0.00% | −108,928−73.8% | Reduced |
| Credit Agricole S A | 25,718 | $2.02M | 0.01% | +13,405+108.9% | Added |
| Beacon Pointe Advisors, LLC | 26,028 | $2.05M | 0.02% | −3,163−10.8% | Reduced |
| Captrust Financial Advisors | 26,050 | $2.05M | 0.01% | −11,877−31.3% | Reduced |
| MML Investors Services, LLC | 26,205 | $2.06M | 0.01% | −2,538−8.8% | Reduced |
| CIBC Private Wealth Group, LLC | 26,130 | $2.08M | 0.00% | −446−1.7% | Reduced |
| Yousif Capital Management, LLC | 26,624 | $2.09M | 0.02% | −712−2.6% | Reduced |
| Tealwood Asset Management Inc | 27,373 | $2.15M | 1.30% | −86−0.3% | Reduced |
| Xponance, Inc. | 27,640 | $2.17M | 0.02% | −78−0.3% | Reduced |
| New York Life Investment Management LLC | 27,777 | $2.18M | 0.02% | +53+0.2% | Added |