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 |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 930 | $52.8K | 0.13% | −259−21.8% | Reduced |
| SRS Capital Advisors, Inc. | 931 | $52.8K | 0.00% | +320+52.4% | Added |
| Davis Capital Management | 958 | $54.3K | 0.04% | +319+49.9% | Added |
| Duncker Streett & Co Inc | 1,012 | $57.4K | 0.01% | +337+49.9% | Added |
| Mendota Financial Group, LLC | 1,042 | $59.1K | 0.03% | +348+50.1% | Added |
| Ransom Advisory, Ltd | 1,054 | $59.8K | 0.03% | +351+49.9% | Added |
| Capital Advisors, Ltd. LLC | 1,056 | $60.0K | 0.01% | +326+44.7% | Added |
| Massmutual Trust Co FSB | 1,093 | $62.0K | 0.00% | +557+103.9% | Added |
| TD Waterhouse Canada Inc. | 1,077 | $62.2K | 0.00% | +923+599.4% | Added |
| Claris Advisors, LLC | 1,104 | $62.6K | 0.03% | +1,104 | New |
| Evermay Wealth Management LLC | 1,110 | $63.0K | 0.01% | +370+50.0% | Added |
| Lindbrook Capital, LLC | 1,128 | $64.0K | 0.01% | +507+81.6% | Added |
| Mascoma Wealth Management LLC | 1,170 | $66.4K | 0.02% | +380+48.1% | Added |
| Criterion Capital Advisors, LLC | 845 | $66.4K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,175 | $66.7K | 0.03% | +725+161.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,188 | $67.4K | 0.00% | +585+97.0% | Added |
| Covestor Ltd | 1,232 | $70.0K | 0.04% | +907+279.1% | Added |
| Westpac Banking Corp | 1,257 | $71.3K | 0.00% | +419+50.0% | Added |
| Quent Capital, LLC | 1,282 | $72.7K | 0.01% | +428+50.1% | Added |
| Intact Investment Management Inc. | 1,300 | $73.7K | 0.00% | +1,300 | New |
| Sentry Investment Management LLC | 1,327 | $75.0K | 0.03% | +442+49.9% | Added |
| Harbor Investment Advisory, LLC | 1,350 | $76.6K | 0.01% | +449+49.8% | Added |
| Fortitude Family Office, LLC | 1,353 | $76.8K | 0.03% | +526+63.6% | Added |
| Walleye Trading LLC | 1,370 | $77.7K | 0.00% | +1,370 | New |
| Penserra Capital Management LLC | 1,433 | $80.0K | 0.00% | +475+49.6% | Added |
| Jones Financial Companies LLLP | 1,417 | $80.2K | 0.00% | +675+91.0% | Added |
| Leonteq Securities AG | 1,423 | $80.7K | 0.01% | +501+54.3% | Added |
| Global Retirement Partners, LLC | 1,453 | $82.4K | 0.00% | +503+52.9% | Added |
| Pinnacle Financial Partners Inc | 1,467 | $83.2K | 0.00% | +1,467 | New |
| Johnson Financial Group, Inc. | 1,475 | $83.7K | 0.00% | +499+51.1% | Added |
| Federated Hermes, Inc. | 1,491 | $84.6K | 0.00% | +331+28.5% | Added |
| First Pacific Financial | 1,496 | $84.9K | 0.02% | +1,496 | New |
| Baldwin Brothers Inc | 1,534 | $87.0K | 0.01% | +1,499+4,282.9% | Added |
| Anchor Investment Management, LLC | 1,545 | $87.6K | 0.01% | +1,545 | New |
| Huntington National Bank | 1,556 | $88.2K | 0.00% | +1,341+623.7% | Added |
| Group One Trading, L.P. | 1,593 | $90.4K | 0.00% | +1,593 | New |
| Eastern Bank | 1,626 | $92.2K | 0.00% | +1,626 | New |
| St. Johns Investment Management Company, LLC | 1,687 | $95.7K | 0.04% | +562+50.0% | Added |
| AlphaCentric Advisors LLC | 1,688 | $95.8K | 0.07% | +520+44.5% | Added |
| Geneos Wealth Management Inc. | 1,717 | $97.4K | 0.00% | +794+86.0% | Added |
| Bryn Mawr Trust Co | 1,736 | $98.5K | 0.00% | +1,736 | New |
| JFS Wealth Advisors, LLC | 1,895 | $107.5K | 0.01% | +642+51.2% | Added |
| Acadian Asset Management LLC | 1,905 | $108.0K | 0.00% | −4,109−68.3% | Reduced |
| Allworth Financial LP | 1,993 | $113.1K | 0.00% | −1−0.1% | Reduced |
| Proequities, Inc. | 2,036 | $115.5K | 0.01% | +528+35.0% | Added |
| Transamerica Financial Advisors, Inc. | 2,158 | $123.0K | 0.01% | +2,158 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $124.5K | 0.01% | +1,865+563.4% | Added |
| Golden State Equity Partners | 2,202 | $125.0K | 0.02% | +2,202 | New |
| nVerses Capital, LLC | 2,600 | $147.5K | 0.07% | +2,600 | New |
| ORG Wealth Partners, LLC | 2,610 | $148.1K | 0.05% | +2,610 | New |
| Abich Financial Wealth Management LLC | 2,807 | $159.2K | 0.36% | +2,807 | New |
| Optimum Investment Advisors | 2,812 | $159.5K | 0.07% | +937+50.0% | Added |
| Heritage Wealth Advisors | 2,863 | $162.4K | 0.01% | +954+50.0% | Added |
| USA Financial Portformulas Corp | 2,908 | $164.9K | 0.03% | +922+46.4% | Added |
| Parallel Advisors, LLC | 3,028 | $171.8K | 0.00% | +1,345+79.9% | Added |
| C M Bidwell & Associates Ltd | 3,075 | $174.4K | 0.11% | +1,023+49.9% | Added |
| AdvisorNet Financial, Inc | 3,107 | $176.2K | 0.01% | +1,700+120.8% | Added |
| Whittier Trust Co | 3,290 | $186.6K | 0.00% | +1,181+56.0% | Added |
| Iron Horse Wealth Management, LLC | 3,327 | $188.7K | 0.06% | +1,109+50.0% | Added |
| Eagle Bay Advisors LLC | 3,425 | $194.3K | 0.07% | +1,009+41.8% | Added |
| Trust Asset Management LLC | 3,529 | $200.2K | 0.02% | +3,529 | New |
| Clarius Group, LLC | 3,549 | $201.3K | 0.01% | +3,549 | New |
| Ami Investment Management Inc | 3,552 | $201.5K | 0.07% | +1,002+39.3% | Added |
| One Wealth Advisors, LLC | 3,553 | $201.6K | 0.03% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,560 | $202.0K | 0.00% | +3,560 | New |
| Harbour Investments, Inc. | 3,582 | $203.2K | 0.01% | −1,266−26.1% | Reduced |
| Fisher Asset Management, LLC | 3,585 | $203.4K | 0.00% | +3,585 | New |
| Quadrant Capital Group LLC | 3,595 | $203.9K | 0.01% | +1,192+49.6% | Added |
| AlphaCore Capital LLC | 3,611 | $204.9K | 0.05% | +3,611 | New |
| Stevens Capital Management LP | 3,612 | $205.0K | 0.03% | +3,612 | New |
| Farther Finance Advisors, LLC | 3,616 | $205.1K | 0.01% | +1,434+65.7% | Added |
| Two Sigma Advisers, LP | 3,625 | $205.6K | 0.00% | +3,625 | New |
| Chilton Capital Management LLC | 3,667 | $208.0K | 0.01% | +1,222+50.0% | Added |
| Aster Capital Management (DIFC) Ltd | 3,672 | $208.3K | 0.05% | +3,672 | New |
| RMB Capital Management, LLC | 3,677 | $208.6K | 0.00% | +3,677 | New |
| Guardian Wealth Advisors, LLC | 3,727 | $211.4K | 0.02% | +3,727 | New |
| Cullen/Frost Bankers, Inc. | 3,761 | $213.3K | 0.00% | +1,268+50.9% | Added |
| Oak Thistle LLC | 3,781 | $214.5K | 0.07% | +3,781 | New |
| ABLE Financial Group, LLC | 3,799 | $215.5K | 0.07% | +3,799 | New |
| Meeder Advisory Services, Inc. | 3,819 | $216.6K | 0.01% | +3,819 | New |
| Blueshift Asset Management, LLC | 3,854 | $218.6K | 0.05% | +3,854 | New |
| Argent Trust Co | 3,880 | $220.1K | 0.01% | +671+20.9% | Added |
| Aptus Capital Advisors, LLC | 3,944 | $223.7K | 0.00% | −664−14.4% | Reduced |
| Smith Shellnut Wilson LLC | 3,947 | $223.9K | 0.10% | +1,314+49.9% | Added |
| West Family Investments, Inc. | 3,955 | $224.4K | 0.08% | +1,317+49.9% | Added |
| ISAM Funds (UK) Ltd | 4,006 | $227.3K | 0.13% | +4,006 | New |
| Fox Run Management, L.L.C. | 4,033 | $228.8K | 0.05% | +4,033 | New |
| Moneta Group Investment Advisors LLC | 4,049 | $229.7K | 0.00% | −321−7.3% | Reduced |
| O'Dell Group, LLC | 4,050 | $229.8K | 0.05% | +1,350+50.0% | Added |
| Horizon Investments, LLC | 4,079 | $231.4K | 0.01% | +1,162+39.8% | Added |
| Equitable Holdings, Inc. | 4,084 | $231.7K | 0.00% | +4,084 | New |
| Apollon Wealth Management, LLC | 4,085 | $231.7K | 0.01% | +1,377+50.8% | Added |
| Wexford Capital LP | 4,100 | $232.6K | 0.06% | +4,100 | New |
| Koshinski Asset Management, Inc. | 4,109 | $233.1K | 0.02% | +1,411+52.3% | Added |
| Checchi Capital Advisers, LLC | 4,130 | $234.3K | 0.02% | +1,371+49.7% | Added |
| Oppenheimer & Co Inc | 4,136 | $234.6K | 0.00% | +4,136 | New |
| Foundations Investment Advisors, LLC | 4,168 | $236.5K | 0.00% | +4,168 | New |
| State of Wyoming | 4,207 | $238.7K | 0.03% | +1,099+35.4% | Added |
| Portside Wealth Group, LLC | 4,212 | $238.9K | 0.04% | +4,212 | New |
| LRI Investments, LLC | 4,016 | $239.6K | 0.02% | +1,154+40.3% | Added |