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 |
|---|---|---|---|---|---|
| Swedbank AB | 14,766 | $837.7K | 0.00% | +4,922+50.0% | Added |
| New Mexico Educational Retirement Board | 14,775 | $838.0K | 0.03% | +4,525+44.1% | Added |
| Deerfield Management Company, L.P. (Series C) | 15,155 | $859.7K | 0.01% | +15,155 | New |
| Scientech Research LLC | 15,216 | $863.2K | 0.17% | +15,216 | New |
| Frank, Rimerman Advisors LLC | 15,248 | $865.0K | 0.06% | +4,854+46.7% | Added |
| Exchange Traded Concepts, LLC | 15,397 | $873.5K | 0.02% | +7,645+98.6% | Added |
| Metis Global Partners, LLC | 15,422 | $874.9K | 0.03% | +5,715+58.9% | Added |
| Tower Research Capital LLC (TRC) | 15,720 | $891.8K | 0.02% | +3,925+33.3% | Added |
| Wedbush Securities Inc | 15,809 | $897.0K | 0.03% | +5,830+58.4% | Added |
| Advisor OS, LLC | 16,118 | $914.4K | 0.09% | +458+2.9% | Added |
| Diversify Advisory Services, LLC | 15,707 | $919.3K | 0.05% | +11,295+256.0% | Added |
| M&T Bank Corp | 16,268 | $922.9K | 0.00% | +5,709+54.1% | Added |
| Virtus ETF Advisers LLC | 16,375 | $929.0K | 0.43% | +6,458+65.1% | Added |
| Mount Lucas Management LP | 16,497 | $935.9K | 0.32% | −11,006−40.0% | Reduced |
| Diversify Wealth Management, LLC | 15,842 | $936.7K | 0.09% | +1,183+8.1% | Added |
| HM Payson & Co | 16,543 | $938.5K | 0.02% | +5,514+50.0% | Added |
| Integrated Wealth Concepts LLC | 16,559 | $939.4K | 0.01% | +5,017+43.5% | Added |
| Securian Asset Management, Inc | 16,627 | $943.3K | 0.03% | +5,092+44.1% | Added |
| Nations Financial Group Inc, | 16,666 | $945.5K | 0.07% | +5,830+53.8% | Added |
| LVW Advisors, LLC | 16,727 | $948.9K | 0.12% | +6,663+66.2% | Added |
| Louisiana State Employees Retirement System | 16,900 | $958.7K | 0.02% | +5,500+48.2% | Added |
| Maryland State Retirement & Pension System | 16,939 | $960.9K | 0.02% | +705+4.3% | Added |
| Rakuten Investment Management, Inc. | 17,147 | $969.0K | 0.01% | +8,502+98.3% | Added |
| Resources Investment Advisors, LLC. | 17,464 | $990.7K | 0.01% | +5,304+43.6% | Added |
| US Bancorp | 17,544 | $995.5K | 0.00% | +6,829+63.7% | Added |
| Ancora Advisors, LLC | 17,635 | $1.00M | 0.02% | +8,446+91.9% | Added |
| Fairfield, Bush & Co. | 17,649 | $1.00M | 0.60% | +5,424+44.4% | Added |
| Trust Co of Vermont | 17,659 | $1.00M | 0.05% | +5,479+45.0% | Added |
| Kovitz Investment Group Partners, LLC | 23,833 | $1.00M | 0.01% | +12,632+112.8% | Added |
| Teachers Retirement System of the State of Kentucky | 17,993 | $1.02M | 0.01% | +1,765+10.9% | Added |
| Avantax Advisory Services, Inc. | 18,003 | $1.02M | 0.01% | +5,664+45.9% | Added |
| Resonant Capital Advisors, LLC | 18,181 | $1.03M | 0.08% | +5,820+47.1% | Added |
| Almanack Investment Partners, LLC. | 18,296 | $1.04M | 0.16% | +6,098+50.0% | Added |
| Centaurus Financial, Inc. | 18,465 | $1.05M | 0.07% | +5,983+47.9% | Added |
| Veriti Management LLC | 18,603 | $1.06M | 0.06% | +5,892+46.4% | Added |
| Rothschild Investment LLC | 18,687 | $1.06M | 0.07% | +6,164+49.2% | Added |
| Entropy Technologies, LP | 18,871 | $1.07M | 0.11% | +18,871 | New |
| Investment Planning Advisors, Inc. | 13,731 | $1.08M | 0.55% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 19,199 | $1.09M | 0.09% | +7,914+70.1% | Added |
| Cresset Asset Management, LLC | 19,249 | $1.09M | 0.00% | +8,438+78.1% | Added |
| Keb Asset Management, LLC | 19,285 | $1.09M | 0.33% | +6,428+50.0% | Added |
| Hartford Investment Management Co | 19,364 | $1.10M | 0.04% | +6,303+48.3% | Added |
| Mizuho Securities USA LLC | 19,495 | $1.11M | 0.02% | +3,920+25.2% | Added |
| Great Lakes Advisors, LLC | 19,593 | $1.11M | 0.01% | +6,906+54.4% | Added |
| Ossiam | 19,662 | $1.12M | 0.02% | +627+3.3% | Added |
| LRT Capital Management, LLC | 19,713 | $1.12M | 1.04% | −2,247−10.2% | Reduced |
| Pensionfund Sabic | 19,750 | $1.12M | 0.35% | +5,250+36.2% | Added |
| CWM Advisors, LLC | 19,921 | $1.13M | 0.12% | +4,555+29.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,503 | $1.16M | 0.01% | +10,742+110.1% | Added |
| Procyon Private Wealth Partners, LLC | 20,788 | $1.18M | 0.08% | +8,863+74.3% | Added |
| Quantbot Technologies LP | 20,892 | $1.19M | 0.05% | +20,892 | New |
| Mitchell & Pahl Private Wealth, LLC | 20,911 | $1.19M | 0.55% | +6,746+47.6% | Added |
| Kentucky Retirement Systems | 20,944 | $1.19M | 0.04% | +5,724+37.6% | Added |
| Eagle Asset Management Inc | 19,916 | $1.21M | 0.01% | +7,782+64.1% | Added |
| Private Advisor Group, LLC | 21,331 | $1.21M | 0.01% | +6,956+48.4% | Added |
| Waverton Investment Management Ltd | 21,525 | $1.22M | 0.02% | +7,175+50.0% | Added |
| Stegent Equity Advisors, Inc. | 22,004 | $1.25M | 1.38% | +7,010+46.8% | Added |
| Bleakley Financial Group, LLC | 22,368 | $1.27M | 0.04% | +7,728+52.8% | Added |
| Vestcor Inc | 22,387 | $1.27M | 0.04% | +6,588+41.7% | Added |
| Twin Capital Management Inc | 22,453 | $1.27M | 0.14% | +7,146+46.7% | Added |
| Pullen Investment Management, LLC | 22,793 | $1.29M | 0.95% | +7,107+45.3% | Added |
| Pacer Advisors, Inc. | 22,820 | $1.29M | 0.00% | +8,234+56.5% | Added |
| Inceptionr LLC | 22,897 | $1.30M | 0.32% | +22,897 | New |
| Chase Investment Counsel Corp | 22,912 | $1.30M | 0.43% | +4,994+27.9% | Added |
| Railway Pension Investments Ltd | 22,950 | $1.30M | 0.02% | +7,650+50.0% | Added |
| Nordea Investment Management AB | 23,619 | $1.33M | 0.00% | +8,747+58.8% | Added |
| Personal Cfo Solutions, LLC | 23,931 | $1.36M | 0.19% | +8,055+50.7% | Added |
| D.A. Davidson & Co. | 24,032 | $1.36M | 0.01% | +7,968+49.6% | Added |
| Elgethun Capital Management | 24,060 | $1.36M | 0.32% | +8,020+50.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 24,460 | $1.39M | 0.09% | +14,108+136.3% | Added |
| Achmea Investment Management B.V. | 24,658 | $1.40M | 0.02% | +7,150+40.8% | Added |
| Walleye Capital LLC | 24,662 | $1.40M | 0.01% | +24,662 | New |
| Gulf International Bank (UK) Ltd | 24,701 | $1.40M | 0.04% | +7,435+43.1% | Added |
| Beacon Pointe Advisors, LLC | 24,706 | $1.40M | 0.02% | −1,322−5.1% | Reduced |
| JT Stratford LLC | 24,794 | $1.41M | 0.24% | +8,269+50.0% | Added |
| Grace & White Inc | 24,869 | $1.41M | 0.25% | −10.0% | Reduced |
| Scotia Capital Inc. | 24,982 | $1.42M | 0.01% | +2,066+9.0% | Added |
| Buckingham Strategic Partners | 24,997 | $1.42M | 0.03% | +8,467+51.2% | Added |
| DF Dent & Co Inc | 25,293 | $1.43M | 0.02% | +8,295+48.8% | Added |
| Parsons Capital Management Inc | 25,351 | $1.44M | 0.09% | +9,206+57.0% | Added |
| Neo Ivy Capital Management | 25,474 | $1.45M | 0.47% | +25,474 | New |
| Oregon Public Employees Retirement Fund | 25,740 | $1.46M | 0.03% | +8,390+48.4% | Added |
| SeaBridge Investment Advisors LLC | 25,781 | $1.46M | 0.36% | +7,591+41.7% | Added |
| Crossmark Global Holdings, Inc. | 26,082 | $1.48M | 0.03% | +8,808+51.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 26,175 | $1.48M | 0.00% | −13,682−34.3% | Reduced |
| iA Global Asset Management Inc. | 26,432 | $1.50M | 0.03% | +9,497+56.1% | Added |
| Delphi Management Inc | 26,891 | $1.53M | 1.39% | +5,674+26.7% | Added |
| Elo Mutual Pension Insurance Co | 27,138 | $1.54M | 0.03% | +9,878+57.2% | Added |
| Marshall Wace, LLP | 27,195 | $1.54M | 0.00% | −2,458−8.3% | Reduced |
| JustInvest LLC | 27,314 | $1.55M | 0.02% | +11,130+68.8% | Added |
| Brevan Howard Capital Management LP | 27,876 | $1.58M | 0.08% | +27,876 | New |
| Macquarie Group Ltd | 27,955 | $1.59M | 0.00% | +3,931+16.4% | Added |
| Resources Management Corp | 28,267 | $1.60M | 0.22% | +12,911+84.1% | Added |
| Brighton Jones LLC | 28,766 | $1.63M | 0.06% | +15,887+123.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,945 | $1.64M | 0.01% | +10,377+55.9% | Added |
| Dean Capital Management | 29,346 | $1.66M | 0.71% | +29,346 | New |
| Applied Capital LLC | 29,512 | $1.67M | 1.30% | +9,605+48.2% | Added |
| Insight Inv LLC | 30,706 | $1.74M | 1.46% | +10,211+49.8% | Added |
| Empowered Funds, LLC | 31,172 | $1.77M | 0.03% | +17,003+120.0% | Added |
| Leavell Investment Management, Inc. | 31,232 | $1.77M | 0.09% | +10,648+51.7% | Added |