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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,822 | $443.8K | 0.02% | +2,625+50.5% | Added |
| Level Four Advisory Services, LLC | 7,912 | $452.3K | 0.02% | +5,365+210.6% | Added |
| Northwestern Mutual Wealth Management Co | 8,048 | $456.5K | 0.00% | +5,367+200.2% | Added |
| Heritage Family Offices, LLP | 8,233 | $467.0K | 0.24% | +2,775+50.8% | Added |
| Wealth Alliance | 8,251 | $468.1K | 0.06% | +2,906+54.4% | Added |
| EverSource Wealth Advisors, LLC | 8,261 | $468.6K | 0.03% | +182+2.3% | Added |
| DORVAL Corp | 7,993 | $477.2K | 0.20% | +2,672+50.2% | Added |
| Eqis Capital Management, Inc. | 8,521 | $483.4K | 0.04% | +3,338+64.4% | Added |
| Teza Capital Management LLC | 8,616 | $488.8K | 0.05% | +8,616 | New |
| GWM Advisors LLC | 8,619 | $489.0K | 0.00% | +1,075+14.2% | Added |
| Tectonic Advisors LLC | 8,677 | $492.3K | 0.03% | +3,173+57.6% | Added |
| Jump Financial, LLC | 8,898 | $504.8K | 0.01% | +8,898 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,901 | $505.0K | 0.04% | +2,387+36.6% | Added |
| Skba Capital Management LLC | 8,927 | $506.4K | 0.08% | +3,262+57.6% | Added |
| Fifth Third Bancorp | 9,042 | $513.0K | 0.00% | +2,980+49.2% | Added |
| Brinker Capital Investments, LLC | 9,061 | $514.0K | 0.01% | +2,797+44.7% | Added |
| Orion Portfolio Solutions, LLC | 9,061 | $514.0K | 0.01% | +2,797+44.7% | Added |
| Citadel Investment Advisory, Inc. | 9,096 | $516.0K | 0.27% | +3,030+50.0% | Added |
| Moody Lynn & Lieberson, LLC | 9,109 | $516.8K | 0.03% | +3,064+50.7% | Added |
| Transatlantique Private Wealth LLC | 9,137 | $518.3K | 0.20% | +3,044+50.0% | Added |
| Catalyst Funds Management Pty Ltd | 9,200 | $521.9K | 0.11% | +9,200 | New |
| Fort Washington Investment Advisors Inc | 9,235 | $523.9K | 0.00% | +3,020+48.6% | Added |
| Washington Capital Management Inc | 9,400 | $533.3K | 0.41% | +1,800+23.7% | Added |
| Snowden Capital Advisors LLC | 9,440 | $535.5K | 0.02% | +3,066+48.1% | Added |
| Matrix Private Capital Group LLC | 9,458 | $536.6K | 0.31% | +3,396+56.0% | Added |
| Blair William & Co | 9,492 | $538.5K | 0.00% | +3,170+50.1% | Added |
| Bayesian Capital Management, LP | 9,505 | $539.2K | 0.06% | +9,505 | New |
| Natixis | 9,528 | $540.5K | 0.00% | −1,378−12.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,528 | $540.5K | 0.01% | +3,100+48.2% | Added |
| Cornerstone Investment Partners, LLC | 9,560 | $542.3K | 0.03% | +3,206+50.5% | Added |
| Eagle Harbor Asset Management Inc | 9,606 | $544.9K | 0.54% | +2,999+45.4% | Added |
| Tokio Marine Asset Management Co Ltd | 9,649 | $547.4K | 0.02% | +3,216+50.0% | Added |
| Unigestion Holding SA | 9,658 | $547.9K | 0.03% | +343+3.7% | Added |
| Axq Capital, LP | 9,717 | $551.2K | 0.17% | +9,717 | New |
| Bradley Foster & Sargent Inc | 9,747 | $553.0K | 0.01% | +3,247+50.0% | Added |
| TrinityPoint Wealth, LLC | 9,748 | $553.0K | 0.08% | +3,287+50.9% | Added |
| Lido Advisors, LLC | 9,774 | $554.5K | 0.00% | +3,211+48.9% | Added |
| Glenmede Trust Co NA | 9,859 | $559.3K | 0.00% | +3,688+59.8% | Added |
| King Luther Capital Management Corp | 9,887 | $560.9K | 0.00% | +3,328+50.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 9,928 | $563.2K | 0.18% | +2,911+41.5% | Added |
| Ieq Capital, LLC | 9,942 | $564.0K | 0.01% | +6,225+167.5% | Added |
| Empirical Finance, LLC | 10,065 | $571.0K | 0.03% | +3,508+53.5% | Added |
| Gifford Fong Associates | 10,125 | $574.0K | 0.14% | +3,375+50.0% | Added |
| Laurion Capital Management LP | 10,128 | $574.6K | 0.04% | +10,128 | New |
| Investment Management Corp of Ontario | 10,201 | $578.7K | 0.01% | +5,600+121.7% | Added |
| We Are One Seven, LLC | 10,258 | $581.9K | 0.03% | +2,671+35.2% | Added |
| Greenwood Capital Associates LLC | 10,284 | $583.4K | 0.08% | +4,715+84.7% | Added |
| Cobblestone Capital Advisors LLC | 10,320 | $585.5K | 0.03% | +3,440+50.0% | Added |
| IMC-Chicago, LLC | 10,442 | $592.4K | 0.02% | +10,442 | New |
| Impact Partnership Wealth, LLC | 10,572 | $599.7K | 0.14% | +10,572 | New |
| Umb Bank N A | 10,589 | $600.7K | 0.01% | +2,537+31.5% | Added |
| Omers Administration Corp | 10,723 | $608.3K | 0.01% | +3,574+50.0% | Added |
| Quest Partners LLC | 10,748 | $609.7K | 0.05% | +10,748 | New |
| Empower Advisory Group, LLC | 10,799 | $612.6K | 0.00% | +3,599+50.0% | Added |
| Commerce Bank | 10,814 | $613.5K | 0.00% | +2,368+28.0% | Added |
| Forum Financial Management, LP | 11,099 | $629.6K | 0.01% | +3,704+50.1% | Added |
| Sterling Capital Management LLC | 11,213 | $636.1K | 0.01% | +11,213 | New |
| Wealthfront Advisers LLC | 11,214 | $636.2K | 0.00% | +2,867+34.3% | Added |
| Wealth Quarterback LLC | 11,250 | $638.2K | 0.33% | +3,404+43.4% | Added |
| NCM Capital Management, LLC | 11,259 | $638.7K | 0.31% | +3,753+50.0% | Added |
| YHB Investment Advisors, Inc. | 11,336 | $643.1K | 0.05% | +643+6.0% | Added |
| Ambassador Advisors, LLC | 11,432 | $648.5K | 0.11% | +3,059+36.5% | Added |
| Aviva PLC | 11,449 | $649.5K | 0.00% | +3,791+49.5% | Added |
| Park Avenue Securities LLC | 11,606 | $658.0K | 0.01% | +3,384+41.2% | Added |
| Old National Bancorp | 11,717 | $664.7K | 0.02% | +8,459+259.6% | Added |
| Advisors Asset Management, Inc. | 11,733 | $665.6K | 0.01% | +5,847+99.3% | Added |
| Thrivent Financial for Lutherans | 11,796 | $669.0K | 0.00% | +3,647+44.8% | Added |
| Vident Advisory, LLC | 11,835 | $671.4K | 0.02% | −42,752−78.3% | Reduced |
| Everpar Advisors LLC | 11,948 | $677.8K | 0.35% | +3,496+41.4% | Added |
| Baader Bank INC | 12,041 | $681.2K | 0.06% | +4,065+51.0% | Added |
| Vinva Investment Management Ltd | 12,138 | $685.9K | 0.03% | +4,396+56.8% | Added |
| Venturi Wealth Management, LLC | 12,161 | $689.9K | 0.04% | +7,024+136.7% | Added |
| Williams Jones Wealth Management, LLC. | 12,178 | $690.9K | 0.01% | +3,628+42.4% | Added |
| Ci Investments Inc. | 12,195 | $692.0K | 0.00% | +4,569+59.9% | Added |
| Thompson Siegel & Walmsley LLC | 12,288 | $697.0K | 0.01% | +4,095+50.0% | Added |
| Savant Capital, LLC | 12,344 | $700.3K | 0.01% | +12,344 | New |
| Norinchukin Bank, The | 12,468 | $707.3K | 0.02% | +5,307+74.1% | Added |
| Davenport & Co LLC | 12,487 | $708.4K | 0.00% | +5,072+68.4% | Added |
| NEOS Investment Management LLC | 12,498 | $709.0K | 0.02% | +5,790+86.3% | Added |
| Custom Index Systems, LLC | 12,575 | $713.4K | 0.39% | +7,029+126.7% | Added |
| Colony Group, LLC | 12,821 | $727.3K | 0.00% | −57,831−81.9% | Reduced |
| Gsa Capital Partners LLP | 12,908 | $732.0K | 0.06% | +12,908 | New |
| Cadent Capital Advisors, LLC | 12,910 | $732.4K | 0.25% | +4,302+50.0% | Added |
| Murphy Pohlad Asset Management LLC | 12,991 | $737.0K | 0.31% | +4,329+50.0% | Added |
| Boston Partners | 13,092 | $742.7K | 0.00% | −83,609−86.5% | Reduced |
| Net Worth Advisory Group | 13,113 | $743.9K | 0.22% | +13,113 | New |
| Gotham Asset Management, LLC | 13,327 | $756.0K | 0.01% | +2,357+21.5% | Added |
| Compass Wealth Management LLC | 13,331 | $756.3K | 0.18% | +4,442+50.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,389 | $759.6K | 0.00% | +5,841+77.4% | Added |
| Bellevue Asset Management, LLC | 13,513 | $766.6K | 0.39% | +4,513+50.1% | Added |
| Empire Financial Management Company, LLC | 13,776 | $781.5K | 0.24% | +4,576+49.7% | Added |
| Cyr Financial Inc. | 13,898 | $788.4K | 0.74% | +4,908+54.6% | Added |
| Claro Advisors LLC | 13,964 | $792.2K | 0.10% | +4,987+55.6% | Added |
| Silver Oak Securities, Inc | 14,078 | $793.0K | 0.08% | +13,259+1,618.9% | Added |
| Ballentine Partners, LLC | 14,083 | $798.9K | 0.01% | +4,622+48.9% | Added |
| Kornitzer Capital Management Inc | 14,109 | $800.4K | 0.01% | +6,727+91.1% | Added |
| Kestra Advisory Services, LLC | 14,549 | $825.4K | 0.00% | +5,201+55.6% | Added |
| Old Point Trust & Financial Services N A | 14,555 | $825.7K | 0.30% | +6,183+73.9% | Added |
| Empirical Asset Management, LLC | 14,645 | $830.8K | 0.30% | +8,558+140.6% | Added |
| Everence Capital Management Inc | 14,737 | $836.0K | 0.05% | +4,912+50.0% | Added |