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, Q3 2024
Institutional positions in Berkley W R Corp as of Sep 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
- 800
- +50 vs. Q2 2024
- Shares held
- 260.4M
- +98.8M (+61.1%) vs. Q2 2024
- Total value
- $14.8B
- +$2.20B (+17.5%) vs. Q2 2024
- New holders
- 107
- 648 more added
- Sold out
- 57
- 36 more reduced
8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 171 | $26 | 0.00% | +63+58.3% | Added |
| SOA Wealth Advisors, LLC. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $113 | 0.00% | +1+100.0% | Added |
| First Personal Financial Services | 3 | $171 | 0.00% | +3 | New |
| Chesapeake Asset Management LLC | 5 | $283 | 0.00% | +5 | New |
| Country Trust Bank | 6 | $340 | 0.00% | +2+50.0% | Added |
| Valued Wealth Advisors LLC | 6 | $341 | 0.00% | +2+50.0% | Added |
| Cornerstone Planning Group LLC | 6 | $346 | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 7 | $398 | 0.00% | +2+40.0% | Added |
| WR Wealth Planners, LLC | 9 | $511 | 0.00% | +3+50.0% | Added |
| Concord Wealth Partners | 11 | $624 | 0.00% | +11 | New |
| Avion Wealth | 25 | $1.00K | 0.00% | +2+8.7% | Added |
| Tucker Asset Management LLC | 18 | $1.02K | 0.00% | +4+28.6% | Added |
| Key Financial Inc | 19 | $1.08K | 0.00% | +6+46.2% | Added |
| Carolina Wealth Advisors, LLC | 21 | $1.19K | 0.00% | +21 | New |
| Rosenberg Matthew Hamilton | 24 | $1.36K | 0.00% | −36−60.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 24 | $1.36K | 0.00% | +8+50.0% | Added |
| Truvestments Capital LLC | 26 | $1.48K | 0.00% | +26 | New |
| Dunhill Financial, LLC | 27 | $1.53K | 0.00% | +9+50.0% | Added |
| First PREMIER Bank | 43 | $2.00K | 0.00% | +14+48.3% | Added |
| Raffa Wealth Management, LLC | 36 | $2.04K | 0.00% | +12+50.0% | Added |
| Sachetta, LLC | 46 | $2.61K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 51 | $2.89K | 0.00% | +17+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 55 | $3.12K | 0.00% | +18+48.6% | Added |
| Legacy Investment Solutions, LLC | 53 | $3.19K | 0.00% | +53 | New |
| Legacy Wealth Managment, LLC | 53 | $3.19K | 0.00% | +53 | New |
| SJS Investment Consulting Inc. | 58 | $3.29K | 0.00% | +19+48.7% | Added |
| Beacon Capital Management, LLC | 66 | $3.75K | 0.00% | +22+50.0% | Added |
| GW&K Investment Management, LLC | 76 | $4.00K | 0.00% | +32+72.7% | Added |
| MCF Advisors LLC | 78 | $4.42K | 0.00% | +20+34.5% | Added |
| MV Capital Management, Inc. | 82 | $4.65K | 0.00% | +26+46.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 93 | $5.28K | 0.00% | +93 | New |
| Financial Network Wealth Advisors LLC | 94 | $5.33K | 0.00% | +32+51.6% | Added |
| Aspire Private Capital, LLC | 104 | $5.87K | 0.00% | +35+50.7% | Added |
| Cherry Tree Wealth Management, LLC | 108 | $6.13K | 0.00% | +36+50.0% | Added |
| Archer Investment Corp | 109 | $6.18K | 0.00% | +36+49.3% | Added |
| DT Investment Partners, LLC | 112 | $6.35K | 0.00% | +37+49.3% | Added |
| ESL Trust Services, LLC | 114 | $6.47K | 0.00% | +38+50.0% | Added |
| Oarsman Capital, Inc. | 119 | $6.75K | 0.00% | +119 | New |
| West Paces Advisors Inc. | 123 | $6.98K | 0.00% | +41+50.0% | Added |
| Larson Financial Group LLC | 125 | $7.09K | 0.00% | +111+792.9% | Added |
| Capital Performance Advisors LLP | 138 | $7.83K | 0.00% | +138 | New |
| Twin Tree Management, LP | 147 | $8.34K | 0.00% | +136+1,236.4% | Added |
| Caitlin John, LLC | 147 | $8.83K | 0.01% | −17−10.4% | Reduced |
| Global Wealth Strategies & Associates | 160 | $9.08K | 0.00% | +53+49.5% | Added |
| Rocky Mountain Advisers, LLC | 163 | $9.25K | 0.00% | +54+49.5% | Added |
| Global Financial Private Client, LLC | 172 | $9.76K | 0.00% | +172 | New |
| Versant Capital Management, Inc | 178 | $10.1K | 0.00% | +58+48.3% | Added |
| REAP Financial Group, LLC | 187 | $10.6K | 0.00% | +58+45.0% | Added |
| CoreCap Advisors, LLC | 192 | $10.9K | 0.00% | +192 | New |
| St Germain D J Co Inc | 199 | $11.3K | 0.00% | +66+49.6% | Added |
| Asset Dedication, LLC | 199 | $11.3K | 0.00% | +66+49.6% | Added |
| Farmers & Merchants Investments Inc | 204 | $11.6K | 0.00% | +68+50.0% | Added |
| Optiver Holding B.V. | 206 | $11.7K | 0.00% | +206 | New |
| Stuart Chaussee & Associates, Inc. | 217 | $12.3K | 0.00% | +72+49.7% | Added |
| Bokf, NA | 221 | $12.6K | 0.00% | +74+50.3% | Added |
| Bruce G. Allen Investments, LLC | 223 | $12.7K | 0.01% | +73+48.7% | Added |
| Intelligent Financial Strategies | 231 | $13.1K | 0.01% | +77+50.0% | Added |
| Park Place Capital Corp | 235 | $13.3K | 0.00% | +60+34.3% | Added |
| Semmax Financial Advisors Inc. | 225 | $13.6K | 0.00% | +225 | New |
| Pittenger & Anderson Inc | 262 | $14.9K | 0.00% | +87+49.7% | Added |
| Zions Bancorporation, N.A. | 265 | $15.0K | 0.00% | +87+48.9% | Added |
| Ashton Thomas Securities, LLC | 269 | $15.3K | 0.00% | +269 | New |
| Hantz Financial Services, Inc. | 279 | $16.0K | 0.00% | −14,879−98.2% | Reduced |
| Private Wealth Management Group, LLC | 300 | $17.0K | 0.01% | +100+50.0% | Added |
| Frazier Financial Advisors, LLC | 337 | $19.1K | 0.01% | +112+49.8% | Added |
| Prestige Wealth Management Group LLC | 341 | $19.3K | 0.00% | +113+49.6% | Added |
| First Horizon Advisors, Inc. | 342 | $19.4K | 0.00% | +169+97.7% | Added |
| Hexagon Capital Partners LLC | 354 | $20.1K | 0.00% | +93+35.6% | Added |
| Central Trust Co | 363 | $20.6K | 0.00% | +121+50.0% | Added |
| Hilltop National Bank | 364 | $20.6K | 0.01% | +121+49.8% | Added |
| Continuum Advisory, LLC | 353 | $21.1K | 0.00% | +303+606.0% | Added |
| CVA Family Office, LLC | 389 | $22.1K | 0.00% | +123+46.2% | Added |
| Quarry LP | 392 | $22.2K | 0.01% | −138−26.0% | Reduced |
| Bogart Wealth, LLC | 397 | $22.5K | 0.00% | +132+49.8% | Added |
| Deseret Mutual Benefit Administrators | 402 | $22.8K | 0.01% | +134+50.0% | Added |
| Financial Management Professionals, Inc. | 408 | $23.0K | 0.00% | +155+61.3% | Added |
| Spire Wealth Management | 411 | $23.3K | 0.00% | +92+28.8% | Added |
| True Wealth Design, LLC | 412 | $23.4K | 0.01% | +412 | New |
| CGC Financial Services, LLC | 421 | $23.9K | 0.01% | +140+49.8% | Added |
| NBC Securities, Inc. | 424 | $24.0K | 0.00% | +140+49.3% | Added |
| Hemington Wealth Management | 431 | $24.0K | 0.01% | +431 | New |
| Colonial Trust Co | 457 | $25.9K | 0.00% | +270+144.4% | Added |
| Parkside Financial Bank & Trust | 601 | $34.1K | 0.00% | +244+68.3% | Added |
| FinTrust Capital Advisors, LLC | 618 | $35.0K | 0.01% | +206+50.0% | Added |
| Armstrong Advisory Group, Inc | 619 | $35.1K | 0.00% | +209+51.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 580 | $35.2K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 634 | $35.8K | 0.00% | +634 | New |
| Trust Co | 657 | $37.3K | 0.00% | +219+50.0% | Added |
| Hoese & Co LLP | 675 | $38.3K | 0.03% | +225+50.0% | Added |
| PFS Partners, LLC | 719 | $40.8K | 0.02% | +243+51.1% | Added |
| Tortoise Investment Management, LLC | 773 | $43.9K | 0.00% | +309+66.6% | Added |
| Creative Financial Designs Inc | 801 | $45.5K | 0.00% | +416+108.1% | Added |
| Coastline Trust Co | 821 | $46.6K | 0.01% | +821 | New |
| Pinnacle Bancorp, Inc. | 829 | $47.0K | 0.01% | +276+49.9% | Added |
| Skopos Labs, Inc. | 841 | $47.7K | 0.02% | +841 | New |
| Raleigh Capital Management Inc. | 843 | $47.8K | 0.02% | +264+45.6% | Added |
| Cromwell Holdings LLC | 857 | $48.6K | 0.03% | +285+49.8% | Added |
| Manchester Capital Management LLC | 858 | $48.7K | 0.01% | +281+48.7% | Added |