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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 28,163 | $2.21M | 0.05% | −144,786−83.7% | Reduced |
| Raymond James Trust N.A. | 28,600 | $2.25M | 0.05% | +252+0.9% | Added |
| Caldwell Trust Co | 28,774 | $2.26M | 0.25% | 00.0% | Unchanged |
| STRS Ohio | 28,841 | $2.27M | 0.01% | −574−2.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 28,879 | $2.27M | 0.09% | +2,316+8.7% | Added |
| Ostrum Asset Management | 28,903 | $2.27M | 0.20% | −5,642−16.3% | Reduced |
| Marshall Wace, LLP | 29,653 | $2.33M | 0.00% | +29,653 | New |
| TD Private Client Wealth LLC | 29,838 | $2.34M | 0.07% | −1,452−4.6% | Reduced |
| CIBC Asset Management Inc | 29,884 | $2.35M | 0.01% | −662−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 30,863 | $2.43M | 0.03% | +1,018+3.4% | Added |
| Belpointe Asset Management LLC | 30,961 | $2.43M | 0.17% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 30,976 | $2.43M | 0.25% | +103+0.3% | Added |
| Cetera Investment Advisers | 31,847 | $2.50M | 0.01% | −11,492−26.5% | Reduced |
| Tredje AP-fonden | 32,110 | $2.52M | 0.02% | −507−1.6% | Reduced |
| Sepio Capital, LP | 32,440 | $2.55M | 0.23% | −582−1.8% | Reduced |
| Accurate Wealth Management, LLC | 48,489 | $2.62M | 0.63% | +16,518+51.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 33,704 | $2.65M | 1.77% | −200−0.6% | Reduced |
| Public Sector Pension Investment Board | 34,132 | $2.68M | 0.02% | +2,060+6.4% | Added |
| Utah Retirement Systems | 34,201 | $2.69M | 0.03% | −400−1.2% | Reduced |
| Panagora Asset Management Inc | 34,244 | $2.69M | 0.01% | −5,153−13.1% | Reduced |
| Ameritas Investment Partners, Inc. | 34,933 | $2.75M | 0.09% | +1,027+3.0% | Added |
| Manchester Financial Inc | 35,200 | $2.77M | 0.68% | +370+1.1% | Added |
| Two Sigma Investments, LP | 35,223 | $2.77M | 0.01% | −5,188−12.8% | Reduced |
| Griffin Asset Management, Inc. | 35,479 | $2.79M | 0.32% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 35,516 | $2.79M | 0.40% | +5,880+19.8% | Added |
| CX Institutional | 35,574 | $2.80M | 0.13% | +268+0.8% | Added |
| KLCM Advisors, Inc. | 36,349 | $2.86M | 0.35% | 00.0% | Unchanged |
| USS Investment Management Ltd | 36,449 | $2.86M | 0.02% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 36,489 | $2.87M | 1.74% | +36,489 | New |
| Agf Management Ltd | 37,132 | $2.92M | 0.02% | +10,129+37.5% | Added |
| DnB Asset Management AS | 37,180 | $2.92M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 38,325 | $3.01M | 0.01% | −5,751−13.0% | Reduced |
| Czech National Bank | 38,488 | $3.02M | 0.03% | +2,828+7.9% | Added |
| CIBC World Markets Corp | 38,916 | $3.06M | 0.02% | −21,190−35.3% | Reduced |
| State of Alaska, Department of Revenue | 39,002 | $3.06M | 0.03% | 00.0% | Unchanged |
| Tobam | 39,085 | $3.07M | 0.48% | −12,075−23.6% | Reduced |
| British Columbia Investment Management Corp | 39,309 | $3.09M | 0.02% | +14,678+59.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 39,857 | $3.13M | 0.01% | +202+0.5% | Added |
| Advisory Services Network, LLC | 40,002 | $3.14M | 0.06% | −1,185−2.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 40,500 | $3.18M | 0.03% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 40,900 | $3.21M | 0.03% | −7,000−14.6% | Reduced |
| New Vernon Investment Management LLC | 40,980 | $3.22M | 4.18% | −40,980−50.0% | Reduced |
| Stoneridge Investment Partners LLC | 41,301 | $3.25M | 1.23% | +41,301 | New |
| Independent Advisor Alliance | 42,966 | $3.38M | 0.12% | +984+2.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 43,320 | $3.40M | 0.02% | +600+1.4% | Added |
| IFM Investors Pty Ltd | 43,504 | $3.42M | 0.03% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 44,364 | $3.49M | 0.02% | −128−0.3% | Reduced |
| Retirement Systems of Alabama | 44,552 | $3.50M | 0.01% | −180−0.4% | Reduced |
| Mackenzie Financial Corp | 44,826 | $3.52M | 0.01% | −13,496−23.1% | Reduced |
| Asset Management Group, Inc. | 44,983 | $3.53M | 0.66% | −61−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,299 | $3.56M | 0.01% | +9,233+25.6% | Added |
| Creative Planning | 46,434 | $3.65M | 0.00% | +1,471+3.3% | Added |
| Fairman Group, LLC | 46,725 | $3.67M | 3.73% | 00.0% | Unchanged |
| ProShare Advisors LLC | 49,310 | $3.87M | 0.01% | +10,053+25.6% | Added |
| Amalgamated Bank | 50,965 | $4.00M | 0.03% | −2,039−3.8% | Reduced |
| Susquehanna International Group, LLP | 51,188 | $4.02M | 0.01% | −20,332−28.4% | Reduced |
| Corebridge Financial, Inc. | 51,644 | $4.06M | 0.02% | +51,644 | New |
| The PNC Financial Services Group, Inc. | 51,706 | $4.06M | 0.00% | −1,791−3.3% | Reduced |
| Assetmark, Inc | 52,839 | $4.15M | 0.01% | +6,956+15.2% | Added |
| Comerica Bank | 53,087 | $4.17M | 0.02% | −1,334−2.5% | Reduced |
| MetLife Investment Management | 53,960 | $4.24M | 0.03% | +6,563+13.8% | Added |
| Vident Advisory, LLC | 54,587 | $4.29M | 0.12% | +46,547+578.9% | Added |
| PGGM Investments | 54,797 | $4.31M | 0.06% | 00.0% | Unchanged |
| Annandale Capital, LLC | 54,853 | $4.31M | 0.90% | 00.0% | Unchanged |
| Otter Creek Advisors, LLC | 55,102 | $4.33M | 2.81% | +18,573+50.8% | Added |
| State of Michigan Retirement System | 55,346 | $4.35M | 0.02% | −200−0.4% | Reduced |
| Lazard Asset Management LLC | 55,372 | $4.35M | 0.01% | −3,113−5.3% | Reduced |
| Arizona State Retirement System | 56,379 | $4.43M | 0.03% | −363−0.6% | Reduced |
| NatWest Group plc | 56,501 | $4.44M | 1.52% | −58,467−50.9% | Reduced |
| Nomura Asset Management Co Ltd | 56,928 | $4.47M | 0.02% | −10,245−15.3% | Reduced |
| Butensky & Cohen Financial Security, Inc | 57,282 | $4.50M | 1.43% | +2,368+4.3% | Added |
| Vestmark Advisory Solutions, Inc. | 57,286 | $4.50M | 0.19% | +2,341+4.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 57,815 | $4.54M | 0.01% | +1,997+3.6% | Added |
| NewEdge Wealth, LLC | 57,817 | $4.54M | 0.10% | +608+1.1% | Added |
| Montag A & Associates Inc | 57,905 | $4.55M | 0.23% | −978−1.7% | Reduced |
| Mariner, LLC | 59,399 | $4.67M | 0.01% | +217+0.4% | Added |
| Sanctuary Advisors, LLC | 62,636 | $4.80M | 0.03% | +62,636 | New |
| Atria Investments LLC | 61,741 | $4.85M | 0.06% | +11,104+21.9% | Added |
| D. E. Shaw & Co., Inc. | 62,169 | $4.89M | 0.01% | +52,880+569.3% | Added |
| Gamco Investors, Inc. Et Al | 64,709 | $5.08M | 0.06% | +6,300+10.8% | Added |
| SG Americas Securities, LLC | 66,309 | $5.21M | 0.03% | +31,346+89.7% | Added |
| Toronto Dominion Bank | 99,834 | $5.23M | 0.01% | −21,674−17.8% | Reduced |
| Prudential PLC | 68,526 | $5.38M | 0.04% | +46,125+205.9% | Added |
| FMR LLC | 69,252 | $5.44M | 0.00% | −9,879−12.5% | Reduced |
| Colony Group, LLC | 70,652 | $5.55M | 0.02% | +18,115+34.5% | Added |
| Rafferty Asset Management, LLC | 71,033 | $5.58M | 0.02% | −263−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 72,281 | $5.68M | 0.02% | −34,605−32.4% | Reduced |
| Gateway Investment Advisers LLC | 72,945 | $5.73M | 0.06% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 73,319 | $5.76M | 0.01% | −159,352−68.5% | Reduced |
| Voya Investment Management LLC | 73,752 | $5.80M | 0.01% | +6,447+9.6% | Added |
| KBC Group NV | 74,092 | $5.82M | 0.02% | −117−0.2% | Reduced |
| Standard Life Aberdeen plc | 74,717 | $5.87M | 0.01% | −26,528−26.2% | Reduced |
| Henshaw Capital LLC | 75,160 | $5.91M | 0.27% | +5,865+8.5% | Added |
| Financial Strategies Group, Inc. | 74,957 | $5.92M | 1.49% | +12,083+19.2% | Added |
| Erste Asset Management GmbH | 76,152 | $6.01M | 0.08% | +3,700+5.1% | Added |
| Alaska Permanent Fund Corp | 111,446 | $6.14M | 0.09% | +37,690+51.1% | Added |
| Burney Co | 79,132 | $6.22M | 0.24% | +50+0.1% | Added |
| Forte Capital LLC | 80,313 | $6.31M | 0.76% | +2,362+3.0% | Added |
| Mn Services Vermogensbeheer B.V. | 81,100 | $6.37M | 0.05% | −2,300−2.8% | Reduced |
| Public Employees Retirement System of Ohio | 81,676 | $6.42M | 0.03% | −790−1.0% | Reduced |