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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 2,557 | $200.9K | 0.01% | +2,557 | New |
| Ronald Blue Trust, Inc. | 2,272 | $200.9K | 0.00% | +1,132+99.3% | Added |
| Ami Investment Management Inc | 2,550 | $200.4K | 0.07% | −399−13.5% | Reduced |
| Level Four Advisory Services, LLC | 2,547 | $200.1K | 0.01% | +2,547 | New |
| Cullen/Frost Bankers, Inc. | 2,493 | $195.9K | 0.00% | +69+2.8% | Added |
| Chilton Capital Management LLC | 2,445 | $192.1K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,416 | $189.9K | 0.11% | −330−12.0% | Reduced |
| Quadrant Capital Group LLC | 2,403 | $188.8K | 0.01% | +202+9.2% | Added |
| Iron Horse Wealth Management, LLC | 2,218 | $174.3K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,182 | $172.5K | 0.01% | +1,275+140.6% | Added |
| Benjamin Edwards Inc | 2,173 | $171.0K | 0.03% | +236+12.2% | Added |
| Whittier Trust Co | 2,109 | $165.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,085 | $163.8K | 0.01% | +37+1.8% | Added |
| C M Bidwell & Associates Ltd | 2,052 | $161.2K | 0.11% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,986 | $156.1K | 0.03% | −14,873−88.2% | Reduced |
| Horizon Investments, LLC | 2,917 | $152.8K | 0.00% | −510−14.9% | Reduced |
| Heritage Wealth Advisors | 1,909 | $150.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,875 | $147.3K | 0.07% | −100−5.1% | Reduced |
| ORG Partners LLC | 1,740 | $137.5K | 0.02% | +1,740 | New |
| Parallel Advisors, LLC | 1,683 | $132.2K | 0.00% | +135+8.7% | Added |
| Proequities, Inc. | 1,508 | $118.5K | 0.01% | +185+14.0% | Added |
| Principal Securities, Inc. | 1,423 | $111.8K | 0.00% | +188+15.2% | Added |
| AdvisorNet Financial, Inc | 1,407 | $110.6K | 0.01% | −29−2.0% | Reduced |
| Allworth Financial LP | 1,994 | $102.8K | 0.00% | +857+75.4% | Added |
| JFS Wealth Advisors, LLC | 1,253 | $98.5K | 0.01% | +8+0.6% | Added |
| LGT Financial Advisors LLC | 1,189 | $93.4K | 0.20% | −1,688−58.7% | Reduced |
| AlphaCentric Advisors LLC | 1,168 | $91.8K | 0.07% | +1,168 | New |
| Federated Hermes, Inc. | 1,160 | $91.2K | 0.00% | +83+7.7% | Added |
| St. Johns Investment Management Company, LLC | 1,125 | $88.4K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 976 | $76.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 950 | $74.7K | 0.00% | +232+32.3% | Added |
| Geneos Wealth Management Inc. | 923 | $72.5K | 0.00% | +2+0.2% | Added |
| Leonteq Securities AG | 922 | $72.5K | 0.01% | +39+4.4% | Added |
| Harbor Investment Advisory, LLC | 901 | $70.8K | 0.01% | −30−3.2% | Reduced |
| Alta Advisers Ltd | 900 | $70.7K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 300 | $70.1K | 0.05% | +300 | New |
| Sentry Investment Management LLC | 885 | $69.0K | 0.03% | −181−17.0% | Reduced |
| Quent Capital, LLC | 854 | $67.1K | 0.01% | +2+0.2% | Added |
| Criterion Capital Advisors, LLC | 845 | $66.4K | 0.04% | 00.0% | Unchanged |
| Westpac Banking Corp | 838 | $65.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 827 | $65.0K | 0.04% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 819 | $64.4K | 0.01% | −74−8.3% | Reduced |
| Mascoma Wealth Management LLC | 790 | $62.1K | 0.02% | +790 | New |
| Spotlight Asset Group, Inc. | 778 | $61.1K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 742 | $58.3K | 0.00% | +284+62.0% | Added |
| Evermay Wealth Management LLC | 740 | $58.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 730 | $57.0K | 0.01% | +14+2.0% | Added |
| Ransom Advisory, Ltd | 703 | $55.2K | 0.03% | +703 | New |
| Mendota Financial Group, LLC | 694 | $54.5K | 0.03% | −346−33.3% | Reduced |
| Duncker Streett & Co Inc | 675 | $53.0K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 639 | $50.5K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 958 | $50.0K | 0.00% | +5+0.5% | Added |
| Lindbrook Capital, LLC | 621 | $48.8K | 0.00% | +14+2.3% | Added |
| SRS Capital Advisors, Inc. | 611 | $48.0K | 0.00% | +296+94.0% | Added |
| Whittier Trust Co of Nevada Inc | 603 | $47.4K | 0.00% | +599+14,975.0% | Added |
| Raleigh Capital Management Inc. | 579 | $45.5K | 0.02% | +80+16.0% | Added |
| Manchester Capital Management LLC | 577 | $45.3K | 0.01% | +538+1,379.5% | Added |
| Cromwell Holdings LLC | 572 | $44.9K | 0.03% | +572 | New |
| Pinnacle Bancorp, Inc. | 553 | $43.5K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 536 | $42.1K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 536 | $42.1K | 0.00% | +116+27.6% | Added |
| Quarry LP | 530 | $41.6K | 0.02% | +530 | New |
| PFS Partners, LLC | 476 | $37.4K | 0.02% | +3+0.6% | Added |
| Hoese & Co LLP | 450 | $36.5K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 464 | $36.5K | 0.00% | +177+61.7% | Added |
| Caldwell Sutter Capital, Inc. | 450 | $35.4K | 0.02% | 00.0% | Unchanged |
| Trust Co | 438 | $34.4K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 580 | $32.8K | 0.02% | +193+49.9% | Added |
| FinTrust Capital Advisors, LLC | 412 | $32.3K | 0.01% | +1+0.2% | Added |
| Armstrong Advisory Group, Inc | 410 | $32.2K | 0.00% | +209+104.0% | Added |
| Creative Financial Designs Inc | 385 | $30.3K | 0.00% | +360+1,440.0% | Added |
| Parkside Financial Bank & Trust | 357 | $28.1K | 0.00% | −444−55.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 331 | $26.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 319 | $25.1K | 0.00% | −3−0.9% | Reduced |
| Covestor Ltd | 325 | $25.0K | 0.02% | −221−40.5% | Reduced |
| CGC Financial Services, LLC | 281 | $22.1K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 284 | $22.0K | 0.00% | −40−12.3% | Reduced |
| Deseret Mutual Benefit Administrators | 268 | $21.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 266 | $20.9K | 0.00% | +6+2.3% | Added |
| Bogart Wealth, LLC | 265 | $20.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 261 | $20.5K | 0.00% | +22+9.2% | Added |
| Financial Management Professionals, Inc. | 253 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 243 | $19.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 242 | $19.0K | 0.00% | −200−45.2% | Reduced |
| Riverview Trust Co | 240 | $18.9K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 228 | $17.9K | 0.00% | −12−5.0% | Reduced |
| Frazier Financial Advisors, LLC | 225 | $17.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 215 | $16.9K | 0.00% | +19+9.7% | Added |
| Crewe Advisors LLC | 203 | $16.0K | 0.00% | +149+275.9% | Added |
| Private Wealth Management Group, LLC | 200 | $15.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 187 | $14.7K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 184 | $14.5K | 0.00% | +184 | New |
| Zions Bancorporation, N.A. | 178 | $14.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 175 | $13.8K | 0.00% | −43−19.7% | Reduced |
| Pittenger & Anderson Inc | 175 | $13.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 173 | $13.6K | 0.00% | +49+39.5% | Added |
| Caitlin John, LLC | 164 | $12.9K | 0.01% | −151−47.9% | Reduced |
| TD Waterhouse Canada Inc. | 154 | $12.2K | 0.00% | +78+102.6% | Added |
| Webster Bank, N. A. | 155 | $12.2K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 154 | $12.1K | 0.01% | −349−69.4% | Reduced |