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 |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 150 | $11.8K | 0.01% | −158−51.3% | Reduced |
| Bokf, NA | 147 | $11.6K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 145 | $11.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 136 | $10.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 133 | $10.5K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 133 | $10.5K | 0.00% | +133 | New |
| REAP Financial Group, LLC | 129 | $10.1K | 0.00% | +54+72.0% | Added |
| Versant Capital Management, Inc | 120 | $9.43K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 109 | $8.56K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 107 | $8.41K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 82 | $6.44K | 0.00% | −1,146−93.3% | Reduced |
| Tyler-Stone Wealth Management | 80 | $6.29K | 0.00% | −6−7.0% | Reduced |
| ESL Trust Services, LLC | 76 | $5.97K | 0.00% | +76 | New |
| DT Investment Partners, LLC | 75 | $5.89K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 73 | $5.74K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 72 | $5.66K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 69 | $5.42K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 66 | $5.19K | 0.00% | +66 | New |
| Financial Network Wealth Advisors LLC | 62 | $4.87K | 0.00% | +62 | New |
| Rosenberg Matthew Hamilton | 60 | $4.74K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 59 | $4.64K | 0.00% | −9−13.2% | Reduced |
| MCF Advisors LLC | 58 | $4.56K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 56 | $4.40K | 0.00% | −1−1.8% | Reduced |
| Continuum Advisory, LLC | 50 | $3.93K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 44 | $3.46K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 40 | $3.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $3.06K | 0.00% | −1−2.5% | Reduced |
| Sandy Spring Bank | 39 | $3.06K | 0.00% | +39 | New |
| GW&K Investment Management, LLC | 44 | $3.00K | 0.00% | +28+175.0% | Added |
| DiNuzzo Private Wealth, Inc. | 37 | $2.91K | 0.00% | +5+15.6% | Added |
| Baldwin Brothers Inc | 35 | $2.75K | 0.00% | +35 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 34 | $2.67K | 0.00% | −1−2.9% | Reduced |
| Sachetta, LLC | 46 | $2.55K | 0.00% | +35+318.2% | Added |
| Opal Wealth Advisors, LLC | 26 | $2.04K | 0.00% | +26 | New |
| First PREMIER Bank | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 25 | $1.97K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 24 | $1.89K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 32 | $1.68K | 0.00% | +32 | New |
| Dunhill Financial, LLC | 18 | $1.38K | 0.00% | +1+5.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 16 | $1.26K | 0.00% | +16 | New |
| Larson Financial Group LLC | 14 | $1.10K | 0.00% | +12+600.0% | Added |
| Innealta Capital, LLC | 14 | $1.10K | 0.00% | +14 | New |
| Tucker Asset Management LLC | 14 | $1.10K | 0.00% | +14 | New |
| RFP Financial Group LLC | 13 | $1.02K | 0.00% | −37−74.0% | Reduced |
| Key Financial Inc | 13 | $1.02K | 0.00% | +13 | New |
| Avion Wealth | 23 | $1.00K | 0.00% | +6+35.3% | Added |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 11 | $864 | 0.00% | +11 | New |
| JJJ Advisors Inc. | 9 | $708 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 6 | $471 | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 5 | $393 | 0.00% | −41−89.1% | Reduced |
| Valued Wealth Advisors LLC | 4 | $315 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 4 | $314 | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 1 | $80 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 108 | $23 | 0.00% | +108 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −468,923−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −299,882−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −275,229−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −205,242−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −178,499−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −176,038−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −89,390−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −83,649−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −66,741−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −52,981−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −52,927−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −52,669−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −42,906−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −41,897−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −37,416−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −22,248−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −19,564−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −19,496−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −19,427−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −18,330−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,539−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −9,928−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −9,516−100.0% | Sold out |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −9,510−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,550−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −8,309−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −8,173−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −7,146−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −6,922−100.0% | Sold out |
| Aspen Investment Management Inc | 0 | $0 | 0.00% | −6,867−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,724−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,449−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −6,223−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,828−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −5,334−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −5,177−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −4,643−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −4,394−100.0% | Sold out |