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 |
|---|---|---|---|---|---|
| Mountain Pacific Investment Advisers Inc | 4,252 | $241.2K | 0.02% | +1,417+50.0% | Added |
| BIP Wealth, LLC | 4,268 | $242.1K | 0.02% | +1,412+49.4% | Added |
| Avestar Capital, LLC | 4,282 | $242.9K | 0.03% | +1,444+50.9% | Added |
| GYL Financial Synergies, LLC | 4,302 | $244.1K | 0.02% | +1,444+50.5% | Added |
| AE Wealth Management LLC | 4,329 | $245.6K | 0.00% | +1,712+65.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 4,330 | $245.6K | 0.05% | +1,443+50.0% | Added |
| NorthRock Partners, LLC | 4,368 | $247.8K | 0.01% | +1,442+49.3% | Added |
| J.W. Cole Advisors, Inc. | 4,408 | $250.1K | 0.01% | +1,591+56.5% | Added |
| Principal Securities, Inc. | 4,480 | $254.2K | 0.01% | +3,057+214.8% | Added |
| Signaturefd, LLC | 4,486 | $254.5K | 0.00% | +1,509+50.7% | Added |
| HighPoint Advisor Group LLC | 4,435 | $255.0K | 0.01% | −108−2.4% | Reduced |
| Cornerstone Wealth Management, LLC | 4,506 | $255.6K | 0.02% | +1,502+50.0% | Added |
| Firethorn Wealth Partners, LLC | 4,574 | $259.5K | 0.13% | +1,722+60.4% | Added |
| Headlands Technologies LLC | 4,622 | $262.2K | 0.03% | +4,622 | New |
| Daymark Wealth Partners, LLC | 4,627 | $262.5K | 0.01% | +1,184+34.4% | Added |
| Aureus Asset Management, LLC | 4,644 | $263.5K | 0.02% | +1,548+50.0% | Added |
| National Asset Management, Inc. | 4,646 | $264.1K | 0.01% | +1,566+50.8% | Added |
| Valeo Financial Advisors, LLC | 4,722 | $267.9K | 0.01% | +2,152+83.7% | Added |
| RSM US Wealth Management LLC | 4,685 | $268.3K | 0.00% | +4,685 | New |
| NDVR, Inc. | 4,760 | $269.0K | 0.28% | +1,906+66.8% | Added |
| Ingalls & Snyder LLC | 4,811 | $273.0K | 0.01% | +1,597+49.7% | Added |
| Ashton Thomas Private Wealth, LLC | 4,877 | $276.7K | 0.01% | +1,743+55.6% | Added |
| Ronald Blue Trust, Inc. | 3,523 | $276.8K | 0.00% | +1,251+55.1% | Added |
| Virtu Financial LLC | 4,904 | $278.0K | 0.02% | −3,884−44.2% | Reduced |
| Silvercrest Asset Management Group LLC | 4,929 | $279.6K | 0.00% | +4,929 | New |
| Woodward Diversified Capital, LLC | 4,934 | $279.9K | 0.18% | +1,569+46.6% | Added |
| Profund Advisors LLC | 4,960 | $281.4K | 0.01% | +2,022+68.8% | Added |
| Atomi Financial Group, Inc. | 5,032 | $285.5K | 0.02% | +1,575+45.6% | Added |
| Arthur M. Cohen & Associates, LLC | 5,025 | $287.7K | 0.05% | +1,675+50.0% | Added |
| XTX Topco Ltd | 5,072 | $287.7K | 0.02% | +5,072 | New |
| Smartleaf Asset Management LLC | 5,101 | $288.3K | 0.03% | +2,266+79.9% | Added |
| Gibbs Wealth Management | 5,101 | $289.4K | 0.09% | +2,090+69.4% | Added |
| Private Wealth Advisors | 5,090 | $291.5K | 0.12% | +1,701+50.2% | Added |
| Fidelis Capital Partners, LLC | 4,931 | $291.6K | 0.03% | +824+20.1% | Added |
| DoubleLine ETF Adviser LP | 5,164 | $293.0K | 0.07% | +1,474+39.9% | Added |
| Somerset Trust Co | 5,188 | $294.3K | 0.11% | +1,720+49.6% | Added |
| Financial Security Advisor, Inc. | 5,220 | $296.1K | 0.07% | +1,740+50.0% | Added |
| Clearstead Advisors, LLC | 5,280 | $299.5K | 0.00% | +1,567+42.2% | Added |
| Osterweis Capital Management Inc | 5,290 | $300.1K | 0.02% | +1,763+50.0% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 5,340 | $305.8K | 0.17% | +1,988+59.3% | Added |
| Beacon Financial Group | 5,407 | $306.8K | 0.03% | +1,760+48.3% | Added |
| Swiss Life Asset Management Ltd | 5,418 | $307.0K | 0.00% | +1,268+30.6% | Added |
| HB Wealth Management, LLC | 5,488 | $311.3K | 0.00% | +1,736+46.3% | Added |
| Thrive Wealth Management, LLC | 5,502 | $312.2K | 0.06% | +1,811+49.1% | Added |
| Brown Brothers Harriman & Co | 5,573 | $316.2K | 0.00% | +2,035+57.5% | Added |
| MBB Public Markets I LLC | 5,670 | $321.7K | 0.03% | −9,054−61.5% | Reduced |
| Keybank National Association | 5,676 | $322.0K | 0.00% | +258+4.8% | Added |
| Graham Capital Wealth Management, LLC | 5,677 | $322.1K | 0.33% | +1,892+50.0% | Added |
| Prime Capital Investment Advisors, LLC | 5,680 | $322.2K | 0.00% | +1,967+53.0% | Added |
| Mather Group, LLC. | 5,687 | $322.6K | 0.00% | +1,756+44.7% | Added |
| GAMMA Investing LLC | 5,739 | $325.6K | 0.03% | +3,068+114.9% | Added |
| Gallacher Capital Management LLC | 5,742 | $325.7K | 0.15% | +5,742 | New |
| Hamilton Capital Partners Inc. | 5,803 | $329.2K | 0.03% | +2,134+58.2% | Added |
| Cassaday & Co Wealth Management LLC | 5,880 | $333.6K | 0.01% | +2,458+71.8% | Added |
| National Wealth Management Group, LLC | 5,921 | $335.9K | 0.23% | +5,921 | New |
| IFP Advisors, Inc | 5,934 | $336.7K | 0.01% | +3,849+184.6% | Added |
| United Capital Financial Advisers, LLC | 5,942 | $337.1K | 0.00% | +1,800+43.5% | Added |
| Dark Forest Capital Management LP | 6,000 | $340.4K | 0.04% | +374+6.6% | Added |
| M&R Capital Management Inc | 6,000 | $340.4K | 0.08% | +2,000+50.0% | Added |
| Clear Harbor Asset Management, LLC | 6,004 | $340.6K | 0.03% | +2,022+50.8% | Added |
| Shell Asset Management Co | 6,019 | $341.0K | 0.02% | +6,019 | New |
| Alps Advisors Inc | 6,082 | $345.0K | 0.00% | +2,010+49.4% | Added |
| Platform Technology Partners | 6,110 | $346.6K | 0.11% | +2,028+49.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,180 | $348.4K | 0.00% | +1,449+38.8% | Added |
| CAPROCK Group, Inc. | 6,177 | $350.4K | 0.01% | +2,893+88.1% | Added |
| Capstone Investment Advisors, LLC | 6,179 | $350.5K | 0.01% | +2,413+64.1% | Added |
| Carmel Capital Partners, LLC | 6,187 | $351.0K | 0.14% | +2,062+50.0% | Added |
| Axxcess Wealth Management, LLC | 6,216 | $352.6K | 0.01% | +1,984+46.9% | Added |
| Private Trust Co NA | 6,413 | $363.8K | 0.04% | +1,480+30.0% | Added |
| Siemens Fonds Invest GmbH | 12,496 | $365.9K | 0.03% | +3,719+42.4% | Added |
| Nebula Research & Development LLC | 6,459 | $366.4K | 0.04% | +6,459 | New |
| Cynosure Management, LLC | 6,480 | $367.6K | 0.05% | +1,769+37.6% | Added |
| Guggenheim Capital LLC | 6,489 | $368.1K | 0.00% | +817+14.4% | Added |
| Martingale Asset Management L P | 6,619 | $375.5K | 0.01% | −21,544−76.5% | Reduced |
| GTS Securities LLC | 6,693 | $379.7K | 0.01% | +739+12.4% | Added |
| Romano Brothers and Company | 6,712 | $380.8K | 0.05% | +2,237+50.0% | Added |
| Schechter Investment Advisors, LLC | 6,718 | $381.1K | 0.03% | +2,223+49.5% | Added |
| Eagle Ridge Investment Management | 6,744 | $382.6K | 0.03% | +2,297+51.7% | Added |
| Diligent Investors, LLC | 6,748 | $382.8K | 0.09% | +2,248+50.0% | Added |
| Investment Partners Asset Management, Inc. | 6,750 | $382.9K | 0.31% | +2,250+50.0% | Added |
| Baird Financial Group, Inc. | 6,754 | $383.2K | 0.00% | +6,754 | New |
| Fiduciary Alliance LLC | 6,765 | $383.8K | 0.05% | +2,255+50.0% | Added |
| Williamson Legacy Group, LLC | 6,843 | $388.2K | 0.26% | −195−2.8% | Reduced |
| IHT Wealth Management, LLC | 6,896 | $392.3K | 0.01% | +3,540+105.5% | Added |
| Wealth Advisors of Iowa, LLC | 6,972 | $395.5K | 0.20% | +2,324+50.0% | Added |
| Robertson Stephens Wealth Management, LLC | 7,005 | $397.4K | 0.01% | +7,005 | New |
| Change Path, LLC | 7,224 | $409.8K | 0.01% | +7,224 | New |
| Naples Global Advisors, LLC | 7,338 | $416.3K | 0.04% | +2,446+50.0% | Added |
| Baron Wealth Management LLC | 7,379 | $418.6K | 0.20% | +2,394+48.0% | Added |
| Tufton Capital Management | 7,425 | $421.2K | 0.08% | +2,475+50.0% | Added |
| Coldstream Capital Management Inc | 7,406 | $423.0K | 0.01% | +3,002+68.2% | Added |
| Sage Capital Advisors,llc | 7,500 | $425.5K | 0.11% | +2,500+50.0% | Added |
| Greenleaf Trust | 7,578 | $429.9K | 0.00% | +2,533+50.2% | Added |
| Bard Financial Services, Inc. | 7,590 | $430.6K | 0.05% | +2,530+50.0% | Added |
| Ritholtz Wealth Management | 7,632 | $433.0K | 0.01% | +2,543+50.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,733 | $438.7K | 0.00% | +2,577+50.0% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 7,733 | $438.7K | 0.00% | +7,733 | New |
| Meitav Dash Investments Ltd | 7,425 | $440.5K | 0.01% | +2,475+50.0% | Added |
| Brown Advisory Inc | 7,784 | $441.6K | 0.00% | +2,241+40.4% | Added |
| Wedmont Private Capital | 7,857 | $443.8K | 0.03% | +317+4.2% | Added |