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 |
|---|---|---|---|---|---|
| Compass Wealth Management LLC | 8,889 | $698.5K | 0.17% | 00.0% | Unchanged |
| Virtu Financial LLC | 8,788 | $690.0K | 0.05% | −997−10.2% | Reduced |
| Siemens Fonds Invest GmbH | 8,777 | $689.7K | 0.05% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 8,645 | $686.2K | 0.00% | +3,164+57.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,679 | $682.0K | 0.01% | −63,890−88.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 8,662 | $680.7K | 0.29% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 8,608 | $676.4K | 0.27% | −8−0.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,550 | $671.9K | 0.01% | −137−1.6% | Reduced |
| Everpar Advisors LLC | 8,452 | $664.2K | 0.33% | −463−5.2% | Reduced |
| Commerce Bank | 8,446 | $663.7K | 0.00% | −25−0.3% | Reduced |
| Unigestion Holding SA | 9,315 | $658.8K | 0.04% | −2,408−20.5% | Reduced |
| Ambassador Advisors, LLC | 8,373 | $658.0K | 0.12% | +354+4.4% | Added |
| Old Point Trust & Financial Services N A | 8,372 | $657.9K | 0.26% | +3,812+83.6% | Added |
| Wealthfront Advisers LLC | 8,347 | $655.9K | 0.00% | +167+2.0% | Added |
| Park Avenue Securities LLC | 8,222 | $646.0K | 0.01% | +1,874+29.5% | Added |
| Thompson Siegel & Walmsley LLC | 8,193 | $644.0K | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 8,149 | $640.0K | 0.00% | −115−1.4% | Reduced |
| Umb Bank N A | 8,052 | $632.7K | 0.01% | +181+2.3% | Added |
| Aigen Investment Management, LP | 8,038 | $631.6K | 0.12% | +8,038 | New |
| Baader Bank INC | 7,976 | $626.4K | 0.05% | +26+0.3% | Added |
| Wealth Quarterback LLC | 7,846 | $616.6K | 0.35% | −784−9.1% | Reduced |
| Vinva Investment Management Ltd | 7,742 | $614.6K | 0.03% | +253+3.4% | Added |
| Exchange Traded Concepts, LLC | 7,752 | $609.2K | 0.02% | +369+5.0% | Added |
| Aviva PLC | 7,658 | $601.8K | 0.00% | −9,723−55.9% | Reduced |
| Ci Investments Inc. | 7,626 | $599.0K | 0.00% | −90−1.2% | Reduced |
| Washington Capital Management Inc | 7,600 | $597.2K | 0.51% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,587 | $596.2K | 0.03% | +1,613+27.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,548 | $593.1K | 0.00% | +84+1.1% | Added |
| GWM Advisors LLC | 7,544 | $592.8K | 0.00% | +2,021+36.6% | Added |
| NCM Capital Management, LLC | 7,506 | $589.9K | 0.31% | 00.0% | Unchanged |
| Gratus Capital LLC | 7,421 | $583.1K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 7,415 | $582.7K | 0.00% | +641+9.5% | Added |
| Forum Financial Management, LP | 7,395 | $581.1K | 0.01% | +1,389+23.1% | Added |
| Kornitzer Capital Management Inc | 7,382 | $580.1K | 0.01% | +10+0.1% | Added |
| Empower Advisory Group, LLC | 7,200 | $565.8K | 0.00% | 00.0% | Unchanged |
| Norinchukin Bank, The | 7,161 | $562.7K | 0.02% | +151+2.2% | Added |
| Omers Administration Corp | 7,149 | $561.8K | 0.01% | +7,149 | New |
| Williamson Legacy Group, LLC | 7,038 | $553.0K | 0.41% | −14,199−66.9% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 7,017 | $551.4K | 0.19% | −437−5.9% | Reduced |
| ING Groep NV | 6,981 | $548.6K | 0.00% | −574−7.6% | Reduced |
| Cobblestone Capital Advisors LLC | 6,880 | $540.6K | 0.03% | −423−5.8% | Reduced |
| Gifford Fong Associates | 6,750 | $530.0K | 0.14% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 6,708 | $527.1K | 0.02% | +1,992+42.2% | Added |
| Eagle Harbor Asset Management Inc | 6,607 | $519.2K | 0.55% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,563 | $515.8K | 0.00% | −7,511−53.4% | Reduced |
| King Luther Capital Management Corp | 6,559 | $515.4K | 0.00% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,557 | $515.2K | 0.03% | −488−6.9% | Reduced |
| Symmetry Partners, LLC | 6,558 | $515.0K | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,514 | $511.9K | 0.03% | −174−2.6% | Reduced |
| Bradley Foster & Sargent Inc | 6,500 | $510.8K | 0.01% | +50+0.8% | Added |
| TrinityPoint Wealth, LLC | 6,461 | $507.7K | 0.08% | +50+0.8% | Added |
| Tokio Marine Asset Management Co Ltd | 6,433 | $505.5K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,428 | $505.1K | 0.01% | −30.0% | Reduced |
| Snowden Capital Advisors LLC | 6,374 | $500.9K | 0.01% | −45−0.7% | Reduced |
| Cornerstone Investment Partners, LLC | 6,354 | $499.3K | 0.02% | +1,192+23.1% | Added |
| Blair William & Co | 6,322 | $496.8K | 0.00% | +1,778+39.1% | Added |
| 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 |
| Fort Washington Investment Advisors Inc | 6,215 | $488.4K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 6,171 | $484.9K | 0.00% | +69+1.1% | Added |
| Transatlantique Private Wealth LLC | 6,093 | $478.8K | 0.20% | +6,093 | New |
| Empirical Asset Management, LLC | 6,087 | $478.3K | 0.18% | +6,087 | New |
| Citadel Investment Advisory, Inc. | 6,066 | $477.0K | 0.27% | 00.0% | Unchanged |
| 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 |
| Moody Lynn & Lieberson, LLC | 6,045 | $475.0K | 0.03% | +1,913+46.3% | Added |
| Acadian Asset Management LLC | 6,014 | $471.0K | 0.00% | +4,744+373.5% | Added |
| GTS Securities LLC | 5,954 | $467.9K | 0.01% | +3,380+131.3% | Added |
| Campbell & CO Investment Adviser LLC | 5,930 | $466.0K | 0.04% | +5,930 | New |
| Advisors Asset Management, Inc. | 5,886 | $462.5K | 0.01% | +1,456+32.9% | Added |
| Guggenheim Capital LLC | 5,672 | $445.7K | 0.00% | −7,794−57.9% | Reduced |
| EverSource Wealth Advisors, LLC | 8,079 | $445.4K | 0.03% | +3,083+61.7% | Added |
| Skba Capital Management LLC | 5,665 | $445.2K | 0.07% | +210+3.8% | Added |
| Dark Forest Capital Management LP | 5,626 | $442.1K | 0.08% | −620−9.9% | Reduced |
| Greenwood Capital Associates LLC | 5,569 | $437.6K | 0.06% | −243−4.2% | Reduced |
| Custom Index Systems, LLC | 5,546 | $435.8K | 0.25% | +5,546 | New |
| Brown Advisory Inc | 5,543 | $435.6K | 0.00% | +152+2.8% | Added |
| Strategy Asset Managers LLC | 7,271 | $433.1K | 0.10% | +7,271 | New |
| Summit Global Investments | 5,509 | $433.0K | 0.03% | −6,770−55.1% | Reduced |
| Tectonic Advisors LLC | 5,504 | $432.5K | 0.03% | +538+10.8% | Added |
| DORVAL Corp | 5,321 | $431.1K | 0.19% | +7+0.1% | Added |
| 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 |
| Federation des caisses Desjardins du Quebec | 5,425 | $426.3K | 0.00% | −4,726−46.6% | Reduced |
| Keybank National Association | 5,418 | $425.7K | 0.00% | +450+9.1% | Added |
| Wealth Alliance | 5,345 | $420.0K | 0.05% | −226−4.1% | Reduced |
| Bridgewater Associates, LP | 5,303 | $416.7K | 0.00% | +5,303 | New |
| Schonfeld Strategic Advisors LLC | 5,260 | $413.3K | 0.00% | −100,064−95.0% | Reduced |
| HRT Financial LP | 5,232 | $411.0K | 0.00% | +5,232 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,197 | $408.4K | 0.02% | −1,441−21.7% | Reduced |
| Eqis Capital Management, Inc. | 5,183 | $407.2K | 0.03% | +396+8.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,156 | $405.2K | 0.00% | +218+4.4% | Added |
| Venturi Wealth Management, LLC | 5,137 | $403.7K | 0.02% | +4,763+1,273.5% | Added |
| Wedmont Private Capital | 7,540 | $403.0K | 0.03% | +2,772+58.1% | Added |
| Ritholtz Wealth Management | 5,089 | $399.9K | 0.01% | −15−0.3% | Reduced |
| Contravisory Investment Management, Inc. | 5,068 | $398.2K | 0.09% | +5,068 | New |
| Bard Financial Services, Inc. | 5,060 | $397.6K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 5,045 | $396.4K | 0.00% | +131+2.7% | Added |
| Meitav Dash Investments Ltd | 4,950 | $392.9K | 0.01% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 5,000 | $392.9K | 0.11% | 00.0% | Unchanged |