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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 18,568 | $1.46M | 0.01% | −45,678−71.1% | Reduced |
| Mount Lucas Management LP | 27,503 | $1.44M | 0.51% | +27,503 | New |
| SeaBridge Investment Advisors LLC | 18,190 | $1.43M | 0.37% | +18,190 | New |
| Chase Investment Counsel Corp | 17,918 | $1.41M | 0.50% | 00.0% | Unchanged |
| Millennium Management LLC | 17,782 | $1.40M | 0.00% | −129,306−87.9% | Reduced |
| Achmea Investment Management B.V. | 17,508 | $1.38M | 0.02% | +2,295+15.1% | Added |
| Oregon Public Employees Retirement Fund | 17,350 | $1.36M | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 17,287 | $1.36M | 0.00% | +2,058+13.5% | Added |
| Crossmark Global Holdings, Inc. | 17,274 | $1.36M | 0.03% | −401−2.3% | Reduced |
| Elo Mutual Pension Insurance Co | 17,260 | $1.36M | 0.03% | −1,590−8.4% | Reduced |
| Gulf International Bank (UK) Ltd | 17,266 | $1.36M | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 17,219 | $1.35M | 0.00% | +316+1.9% | Added |
| DF Dent & Co Inc | 16,998 | $1.34M | 0.02% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 16,935 | $1.33M | 0.03% | +939+5.9% | Added |
| Grace & White Inc | 24,870 | $1.30M | 0.24% | +8,290+50.0% | Added |
| Buckingham Strategic Partners | 16,530 | $1.30M | 0.03% | +13,045+374.3% | Added |
| JT Stratford LLC | 16,525 | $1.30M | 0.24% | +2,667+19.2% | Added |
| Maryland State Retirement & Pension System | 16,234 | $1.28M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 16,228 | $1.27M | 0.01% | −463−2.8% | Reduced |
| JustInvest LLC | 16,184 | $1.27M | 0.02% | +2,247+16.1% | Added |
| Parsons Capital Management Inc | 16,145 | $1.27M | 0.09% | +3,212+24.8% | Added |
| D.A. Davidson & Co. | 16,064 | $1.26M | 0.01% | +1,350+9.2% | Added |
| Elgethun Capital Management | 16,040 | $1.26M | 0.32% | +20.0% | Added |
| Personal Cfo Solutions, LLC | 15,876 | $1.25M | 0.19% | −78−0.5% | Reduced |
| Vestcor Inc | 15,799 | $1.24M | 0.04% | +12,412+366.5% | Added |
| Pullen Investment Management, LLC | 15,686 | $1.23M | 1.02% | −325−2.0% | Reduced |
| Advisor OS, LLC | 15,660 | $1.23M | 0.13% | −225−1.4% | Reduced |
| Mizuho Securities USA LLC | 15,575 | $1.22M | 0.03% | +15,575 | New |
| CWM Advisors, LLC | 15,366 | $1.21M | 0.14% | −2,596−14.5% | Reduced |
| Resources Management Corp | 15,356 | $1.21M | 0.18% | +736+5.0% | Added |
| Quantinno Capital Management LP | 15,343 | $1.21M | 0.02% | +4,693+44.1% | Added |
| Twin Capital Management Inc | 15,307 | $1.20M | 0.14% | −288−1.8% | Reduced |
| Railway Pension Investments Ltd | 15,300 | $1.20M | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 22,916 | $1.20M | 0.01% | +8,551+59.5% | Added |
| Kentucky Retirement Systems | 15,220 | $1.20M | 0.03% | −171−1.1% | Reduced |
| Hantz Financial Services, Inc. | 15,158 | $1.19M | 0.02% | −265−1.7% | Reduced |
| Stegent Equity Advisors, Inc. | 14,994 | $1.18M | 1.23% | −324−2.1% | Reduced |
| Nordea Investment Management AB | 14,872 | $1.17M | 0.00% | +913+6.5% | Added |
| Franklin Resources Inc | 14,793 | $1.16M | 0.00% | −413−2.7% | Reduced |
| MBB Public Markets I LLC | 14,724 | $1.16M | 0.02% | +14,724 | New |
| LRT Capital Management, LLC | 21,960 | $1.15M | 1.08% | +1,894+9.4% | Added |
| Bleakley Financial Group, LLC | 14,640 | $1.15M | 0.03% | −4,180−22.2% | Reduced |
| Pacer Advisors, Inc. | 14,586 | $1.15M | 0.00% | +627+4.5% | Added |
| Simplicity Wealth,LLC | 14,506 | $1.14M | 0.03% | −3,997−21.6% | Reduced |
| Pensionfund Sabic | 14,500 | $1.14M | 0.34% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,375 | $1.13M | 0.01% | −329−2.2% | Reduced |
| Waverton Investment Management Ltd | 14,350 | $1.13M | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 14,169 | $1.11M | 0.02% | +239+1.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,165 | $1.11M | 0.59% | −56−0.4% | Reduced |
| Delphi Management Inc | 21,217 | $1.11M | 0.91% | +340+1.6% | Added |
| Investment Planning Advisors, Inc. | 13,731 | $1.08M | 0.55% | +13,731 | New |
| Taika Capital, LP | 13,610 | $1.07M | 0.85% | +13,610 | New |
| Hartford Investment Management Co | 13,061 | $1.03M | 0.04% | −209−1.6% | Reduced |
| Brighton Jones LLC | 12,879 | $1.01M | 0.03% | +212+1.7% | Added |
| Keb Asset Management, LLC | 12,857 | $1.01M | 0.34% | +12,857 | New |
| Veriti Management LLC | 12,711 | $998.8K | 0.06% | +2,493+24.4% | Added |
| Great Lakes Advisors, LLC | 12,687 | $996.9K | 0.01% | +12,687 | New |
| Rothschild Investment LLC | 12,523 | $984.1K | 0.07% | +343+2.8% | Added |
| Centaurus Financial, Inc. | 12,482 | $981.0K | 0.07% | +269+2.2% | Added |
| Resonant Capital Advisors, LLC | 12,361 | $971.3K | 0.08% | +216+1.8% | Added |
| Avantax Advisory Services, Inc. | 12,339 | $969.6K | 0.01% | +6,207+101.2% | Added |
| Fairfield, Bush & Co. | 12,225 | $960.6K | 0.58% | +600+5.2% | Added |
| Eagle Asset Management Inc | 12,134 | $958.8K | 0.01% | −371−3.0% | Reduced |
| Almanack Investment Partners, LLC. | 12,198 | $958.5K | 0.16% | 00.0% | Unchanged |
| Trust Co of Vermont | 12,180 | $957.1K | 0.05% | −675−5.3% | Reduced |
| Resources Investment Advisors, LLC. | 12,160 | $955.6K | 0.01% | +1,432+13.3% | Added |
| Procyon Private Wealth Partners, LLC | 11,925 | $937.1K | 0.07% | +10+0.1% | Added |
| Tower Research Capital LLC (TRC) | 11,795 | $926.9K | 0.02% | −76−0.6% | Reduced |
| Integrated Wealth Concepts LLC | 11,542 | $907.0K | 0.01% | −616−5.1% | Reduced |
| Securian Asset Management, Inc | 11,535 | $906.4K | 0.03% | −345−2.9% | Reduced |
| Louisiana State Employees Retirement System | 11,400 | $895.8K | 0.02% | −400−3.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,285 | $886.8K | 0.09% | +2,609+30.1% | Added |
| Kovitz Investment Group Partners, LLC | 11,201 | $880.3K | 0.01% | +11,201 | New |
| HM Payson & Co | 11,029 | $866.7K | 0.02% | −465−4.0% | Reduced |
| Gotham Asset Management, LLC | 10,970 | $862.0K | 0.01% | +2,434+28.5% | Added |
| Natixis | 10,906 | $857.0K | 0.01% | −159,628−93.6% | Reduced |
| Nations Financial Group Inc, | 10,836 | $851.5K | 0.07% | +130+1.2% | Added |
| Cresset Asset Management, LLC | 10,811 | $849.5K | 0.00% | +1,906+21.4% | Added |
| US Bancorp | 10,715 | $842.4K | 0.00% | −126−1.2% | Reduced |
| YHB Investment Advisors, Inc. | 10,693 | $840.3K | 0.07% | −50−0.5% | Reduced |
| M&T Bank Corp | 10,559 | $829.7K | 0.00% | +1,351+14.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 10,352 | $820.0K | 0.06% | −1,885−15.4% | Reduced |
| Frank, Rimerman Advisors LLC | 10,394 | $816.8K | 0.06% | +10,394 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,335 | $812.2K | 0.01% | +3,562+52.6% | Added |
| New Mexico Educational Retirement Board | 10,250 | $805.0K | 0.03% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 14,659 | $802.3K | 0.10% | +14,659 | New |
| LVW Advisors, LLC | 10,064 | $790.8K | 0.12% | +921+10.1% | Added |
| Wedbush Securities Inc | 9,979 | $784.0K | 0.03% | +408+4.3% | Added |
| Virtus ETF Advisers LLC | 9,917 | $779.3K | 0.38% | +9,917 | New |
| Mirae Asset Global Investments Co., Ltd. | 9,761 | $774.8K | 0.00% | −27,198−73.6% | Reduced |
| Swedbank AB | 9,844 | $773.5K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 9,707 | $762.8K | 0.03% | +117+1.2% | Added |
| Everence Capital Management Inc | 9,825 | $756.0K | 0.05% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 9,461 | $743.4K | 0.01% | −18−0.2% | Reduced |
| Kestra Advisory Services, LLC | 9,348 | $734.6K | 0.00% | −4,032−30.1% | Reduced |
| Empire Financial Management Company, LLC | 9,200 | $722.9K | 0.24% | +1,091+13.5% | Added |
| Ancora Advisors, LLC | 9,189 | $722.1K | 0.02% | +4,125+81.5% | Added |
| Bellevue Asset Management, LLC | 9,000 | $707.2K | 0.39% | 00.0% | Unchanged |
| Cyr Financial Inc. | 8,990 | $706.4K | 0.71% | +8,990 | New |
| Claro Advisors LLC | 8,977 | $705.4K | 0.11% | −767−7.9% | Reduced |