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Livermore
Livermore
ZHEN

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.

Other share classesWRB.PEWRB.PFWRB.PGWRB.PH

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.

Institutional holdersQ2 2024: 758 institutions
Q1 2021: 507 institutionsQ2 2021: 526 institutionsQ3 2021: 513 institutionsQ4 2021: 575 institutionsQ1 2022: 617 institutionsQ2 2022: 665 institutionsQ3 2022: 667 institutionsQ4 2022: 716 institutionsQ1 2023: 693 institutionsQ2 2023: 660 institutionsQ3 2023: 667 institutionsQ4 2023: 728 institutionsQ1 2024: 772 institutionsQ2 2024: 758 institutionsQ3 2024: 800 institutionsQ4 2024: 876 institutionsQ1 2025: 915 institutionsQ2 2025: 923 institutionsQ3 2025: 934 institutionsQ4 2025: 952 institutionsQ1 2026: 926 institutionsQ2 2026: 954 institutions
Value heldQ2 2024: $13.8B
Q1 2021: $9.36BQ2 2021: $9.17BQ3 2021: $9.04BQ4 2021: $10.1BQ1 2022: $12.1BQ2 2022: $12.6BQ3 2022: $11.9BQ4 2022: $13.2BQ1 2023: $11.2BQ2 2023: $10.3BQ3 2023: $11.0BQ4 2023: $12.6BQ1 2024: $15.9BQ2 2024: $13.8BQ3 2024: $14.8BQ4 2024: $15.3BQ1 2025: $18.7BQ2 2025: $18.7BQ3 2025: $18.7BQ4 2025: $19.9BQ1 2026: $18.5BQ2 2026: $19.7B
Institutions holding WRB and their total value by quarter
QuarterHoldersValue
Q2 2026954$19.7B
Q1 2026926$18.5B
Q4 2025952$19.9B
Q3 2025934$18.7B
Q2 2025923$18.7B
Q1 2025915$18.7B
Q4 2024876$15.3B
Q3 2024800$14.8B
Q2 2024758$13.8B
Q1 2024772$15.9B
Q4 2023728$12.6B
Q3 2023667$11.0B
Q2 2023660$10.3B
Q1 2023693$11.2B
Q4 2022716$13.2B
Q3 2022667$11.9B
Q2 2022665$12.6B
Q1 2022617$12.1B
Q4 2021575$10.1B
Q3 2021513$9.04B
Q2 2021526$9.17B
Q1 2021507$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.

Institutions holding WRB in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Baron Wealth Management LLC4,985$391.7K0.20%+245+5.2%Added
Tufton Capital Management4,950$389.0K0.08%00.0%Unchanged
Private Trust Co NA4,933$387.6K0.04%00.0%Unchanged
MJP Associates Inc4,915$386.2K0.08%+188+4.0%Added
Naples Global Advisors, LLC4,892$384.4K0.04%00.0%Unchanged
Harbour Investments, Inc.4,848$381.0K0.01%−597−11.0%Reduced
Cynosure Management, LLC4,711$370.2K0.06%+1,041+28.4%Added
Wealth Advisors of Iowa, LLC4,648$365.2K0.20%00.0%Unchanged
Investment Management Corp of Ontario4,601$361.5K0.01%+1,300+39.4%Added
Banco Santander, S.A.6,834$358.0K0.00%+6,834New
Fiduciary Alliance LLC4,510$357.2K0.06%00.0%Unchanged
Investment Partners Asset Management, Inc.4,500$353.6K0.32%00.0%Unchanged
Diligent Investors, LLC4,500$353.6K0.09%00.0%Unchanged
Schechter Investment Advisors, LLC4,495$353.2K0.03%−161−3.5%Reduced
Romano Brothers and Company4,475$351.6K0.05%00.0%Unchanged
Eagle Ridge Investment Management4,447$349.4K0.03%00.0%Unchanged
Diversify Advisory Services, LLC4,412$348.7K0.02%−5,174−54.0%Reduced
Mather Group, LLC.3,931$347.7K0.00%+833+26.9%Added
Perpetual Ltd4,418$347.2K0.00%+4,418New
Coldstream Capital Management Inc4,404$346.1K0.01%+236+5.7%Added
Axxcess Wealth Management, LLC4,232$332.6K0.01%−6,742−61.4%Reduced
Bank Julius Baer & Co. Ltd, Zurich3,731$326.3K0.00%+411+12.4%Added
Swiss Life Asset Management Ltd4,150$326.1K0.00%−1,383−25.0%Reduced
United Capital Financial Advisers, LLC4,142$325.5K0.00%−213−4.9%Reduced
Qsemble Capital Management, LP4,128$324.4K0.06%+4,128New
Carmel Capital Partners, LLC4,125$324.1K0.14%00.0%Unchanged
Platform Technology Partners4,082$320.8K0.11%+4,082New
Alps Advisors Inc4,072$320.0K0.00%−18−0.4%Reduced
M&R Capital Management Inc4,000$314.3K0.07%00.0%Unchanged
Clear Harbor Asset Management, LLC3,982$312.9K0.03%00.0%Unchanged
Strategic Financial Concepts, LLC16,971$306.0K0.00%+16,971New
Graham Capital Wealth Management, LLC3,785$297.4K0.40%00.0%Unchanged
Gitterman Wealth Management, LLC3,773$296.6K0.11%+3,773New
IFG Advisory, LLC3,771$296.3K0.02%+3,771New
Capstone Investment Advisors, LLC3,766$295.9K0.01%+64+1.7%Added
HB Wealth Management, LLC3,752$294.8K0.00%+178+5.0%Added
Ieq Capital, LLC3,717$292.1K0.00%+619+20.0%Added
Clearstead Advisors, LLC3,713$291.8K0.00%+3,573+2,552.1%Added
Prime Capital Investment Advisors, LLC3,713$291.8K0.00%−50−1.3%Reduced
Thrive Wealth Management, LLC3,691$290.1K0.06%+313+9.3%Added
DoubleLine ETF Adviser LP3,690$290.0K0.08%−114−3.0%Reduced
Hamilton Capital Partners Inc.3,669$288.3K0.03%−1,050−22.3%Reduced
Beacon Financial Group3,647$286.6K0.03%+2+0.1%Added
Mill Creek Capital Advisors, LLC3,643$286.3K0.01%+1,334+57.8%Added
Brown Brothers Harriman & Co3,538$278.0K0.00%+3,385+2,212.4%Added
Osterweis Capital Management Inc3,527$277.2K0.01%00.0%Unchanged
Financial Security Advisor, Inc.3,480$275.2K0.09%−180−4.9%Reduced
Somerset Trust Co3,468$272.5K0.11%−4−0.1%Reduced
Atomi Financial Group, Inc.3,457$271.7K0.02%−695−16.7%Reduced
Daymark Wealth Partners, LLC3,443$270.6K0.01%+3,443New
Cassaday & Co Wealth Management LLC3,422$268.9K0.01%−5−0.1%Reduced
Wellington Wealth Strategies, LLC.3,447$268.9K1.15%+3,447New
Private Wealth Advisors3,389$267.8K0.12%+5+0.1%Added
Hutchens & Kramer Investment Management Group, LLC3,352$264.9K0.15%+186+5.9%Added
Woodward Diversified Capital, LLC3,365$264.4K0.16%+250+8.0%Added
IHT Wealth Management, LLC3,356$263.7K0.01%−543−13.9%Reduced
Arthur M. Cohen & Associates, LLC3,350$263.2K0.05%00.0%Unchanged
CAPROCK Group, Inc.3,284$258.1K0.01%−328−9.1%Reduced
Old National Bancorp3,258$256.0K0.01%+3,258New
Ingalls & Snyder LLC3,214$253.0K0.01%00.0%Unchanged
Argent Trust Co3,209$252.2K0.01%+335+11.7%Added
HighPoint Advisor Group LLC4,543$252.0K0.02%+1,631+56.0%Added
Wolverine Trading, LLC3,143$247.0K0.00%+3,143New
Ashton Thomas Private Wealth, LLC3,134$246.3K0.01%+761+32.1%Added
State of Wyoming3,108$244.2K0.04%+641+26.0%Added
Aureus Asset Management, LLC3,096$243.3K0.02%00.0%Unchanged
National Asset Management, Inc.3,080$242.0K0.01%−2,926−48.7%Reduced
Aptus Capital Advisors, LLC4,608$241.4K0.00%−10.0%Reduced
O'Dell Group, LLC2,700$238.8K0.06%00.0%Unchanged
Gibbs Wealth Management3,011$236.6K0.10%+3,011New
Cornerstone Wealth Management, LLC3,004$236.1K0.02%+5+0.2%Added
Credit Capital Investments LLC2,980$234.2K0.29%+2,980New
Signaturefd, LLC2,977$233.9K0.00%−71−2.3%Reduced
Profund Advisors LLC2,938$230.9K0.01%−79−2.6%Reduced
Fidelis Capital Partners, LLC4,107$229.9K0.03%+1,705+71.0%Added
Moneta Group Investment Advisors LLC4,370$228.9K0.00%−763−14.9%Reduced
Global Wealth Management Investment Advisory, Inc.2,887$226.9K0.05%−6−0.2%Reduced
NorthRock Partners, LLC2,926$226.7K0.01%−80−2.7%Reduced
Smartleaf Asset Management LLC2,835$225.0K0.04%+1,000+54.5%Added
LRI Investments, LLC2,862$224.9K0.03%+2,781+3,433.3%Added
Confluence Wealth Services, Inc.2,859$224.7K0.02%+2,859New
GYL Financial Synergies, LLC2,858$224.6K0.02%+3+0.1%Added
BIP Wealth, LLC2,856$224.4K0.02%+10+0.4%Added
NDVR, Inc.2,854$224.3K0.23%+225+8.6%Added
Firethorn Wealth Partners, LLC2,852$224.1K0.13%+115+4.2%Added
Avestar Capital, LLC2,838$223.0K0.02%−2,267−44.4%Reduced
Mountain Pacific Investment Advisers Inc2,835$222.8K0.02%00.0%Unchanged
J.W. Cole Advisors, Inc.2,817$221.3K0.01%+7+0.2%Added
Checchi Capital Advisers, LLC2,759$216.8K0.02%−16−0.6%Reduced
Vicus Capital2,748$216.0K0.02%−36−1.3%Reduced
Apollon Wealth Management, LLC2,708$212.8K0.01%+2,708New
Koshinski Asset Management, Inc.2,698$212.5K0.02%−706−20.7%Reduced
EHP Funds Inc.2,700$212.2K0.10%+2,700New
Northwestern Mutual Wealth Management Co2,681$210.7K0.00%−490−15.5%Reduced
GAMMA Investing LLC2,671$209.9K0.03%+770+40.5%Added
West Family Investments, Inc.2,638$207.3K0.06%+2,638New
Smith Shellnut Wilson LLC2,633$206.9K0.10%−172−6.1%Reduced
AE Wealth Management LLC2,617$205.6K0.00%−438−14.3%Reduced
One Wealth Advisors, LLC3,553$203.0K0.04%+1,183+49.9%Added
Valeo Financial Advisors, LLC2,570$202.0K0.01%+2,570New