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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 31,510 | $1.79M | 0.02% | +16,167+105.4% | Added |
| Citizens National Bank Trust Department | 32,610 | $1.85M | 0.39% | +10,095+44.8% | Added |
| Willow Creek Wealth Management Inc. | 32,890 | $1.87M | 0.20% | +10,962+50.0% | Added |
| Advisor Group Holdings, Inc. | 33,116 | $1.88M | 0.00% | +9,205+38.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 33,222 | $1.88M | 0.02% | +11,453+52.6% | Added |
| Dynamic Technology Lab Private Ltd | 33,565 | $1.90M | 0.20% | +33,565 | New |
| Centiva Capital, LP | 33,793 | $1.92M | 0.09% | +33,793 | New |
| Aurora Investment Counsel | 34,064 | $1.93M | 1.05% | +8,460+33.0% | Added |
| Illinois Municipal Retirement Fund | 34,099 | $1.93M | 0.03% | +11,366+50.0% | Added |
| UniSuper Management Pty Ltd | 34,951 | $1.98M | 0.01% | +13,911+66.1% | Added |
| Cumberland Partners Ltd | 35,035 | $1.99M | 0.14% | +35,035 | New |
| Neuberger Berman Group LLC | 36,720 | $2.08M | 0.00% | +16,601+82.5% | Added |
| Pathstone Holdings, LLC | 36,857 | $2.09M | 0.01% | +13,385+57.0% | Added |
| Steel Peak Wealth Management LLC | 36,864 | $2.09M | 0.09% | +11,935+47.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 36,924 | $2.09M | 0.00% | +12,544+51.5% | Added |
| Mutual of America Capital Management LLC | 37,022 | $2.10M | 0.02% | +11,551+45.3% | Added |
| Hilltop Holdings Inc. | 37,064 | $2.10M | 0.14% | +12,743+52.4% | Added |
| Nissay Asset Management Corp | 37,352 | $2.12M | 0.01% | +13,124+54.2% | Added |
| STRS Ohio | 37,570 | $2.13M | 0.01% | +8,729+30.3% | Added |
| Agate Pass Investment Management, LLC | 37,758 | $2.14M | 1.07% | +12,661+50.4% | Added |
| TownSquare Capital, LLC | 37,821 | $2.15M | 0.03% | +15,664+70.7% | Added |
| Intrepid Capital Management Inc | 38,099 | $2.16M | 1.20% | +12,738+50.2% | Added |
| Ethic Inc. | 24,583 | $2.17M | 0.05% | +1,477+6.4% | Added |
| Steward Partners Investment Advisory, LLC | 38,737 | $2.20M | 0.02% | +13,618+54.2% | Added |
| Yousif Capital Management, LLC | 38,938 | $2.21M | 0.02% | +12,314+46.3% | Added |
| MML Investors Services, LLC | 39,035 | $2.21M | 0.01% | +12,830+49.0% | Added |
| Captrust Financial Advisors | 39,089 | $2.22M | 0.01% | +13,039+50.1% | Added |
| Two Sigma Investments, LP | 39,568 | $2.24M | 0.01% | +4,345+12.3% | Added |
| Edgestream Partners, L.P. | 39,879 | $2.26M | 0.10% | +39,879 | New |
| New York Life Investment Management LLC | 40,026 | $2.27M | 0.02% | +12,249+44.1% | Added |
| Engineers Gate Manager LP | 40,396 | $2.29M | 0.04% | +40,396 | New |
| Tealwood Asset Management Inc | 40,457 | $2.29M | 1.00% | +13,084+47.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 40,653 | $2.30M | 0.04% | +19,757+94.5% | Added |
| Xponance, Inc. | 41,427 | $2.35M | 0.02% | +13,787+49.9% | Added |
| Caldwell Trust Co | 43,161 | $2.45M | 0.26% | +14,387+50.0% | Added |
| CIBC Private Wealth Group, LLC | 43,172 | $2.45M | 0.00% | +17,042+65.2% | Added |
| Raymond James Trust N.A. | 43,350 | $2.46M | 0.05% | +14,750+51.6% | Added |
| Franklin Resources Inc | 41,723 | $2.47M | 0.00% | +26,930+182.0% | Added |
| Ostrum Asset Management | 43,887 | $2.49M | 0.21% | +14,984+51.8% | Added |
| TD Private Client Wealth LLC | 44,586 | $2.53M | 0.07% | +14,748+49.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 44,590 | $2.53M | 0.10% | +15,711+54.4% | Added |
| Belpointe Asset Management LLC | 46,569 | $2.64M | 0.16% | +15,608+50.4% | Added |
| Bank of Nova Scotia | 46,647 | $2.65M | 0.01% | +7,916+20.4% | Added |
| Cetera Investment Advisers | 46,719 | $2.65M | 0.01% | +14,872+46.7% | Added |
| CIBC Asset Management Inc | 47,762 | $2.71M | 0.01% | +17,878+59.8% | Added |
| Sound View Wealth Advisors Group, LLC | 47,889 | $2.72M | 0.22% | +16,913+54.6% | Added |
| Tredje AP-fonden | 48,165 | $2.73M | 0.02% | +16,055+50.0% | Added |
| Utah Retirement Systems | 48,601 | $2.76M | 0.03% | +14,400+42.1% | Added |
| Sepio Capital, LP | 48,657 | $2.76M | 0.21% | +16,217+50.0% | Added |
| International Assets Investment Management, LLC | 156,779 | $2.76M | 0.01% | +156,779 | New |
| Toroso Investments, LLC | 48,849 | $2.77M | 0.03% | +29,329+150.3% | Added |
| O'Shaughnessy Asset Management, LLC | 47,033 | $2.79M | 0.02% | +16,170+52.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 49,269 | $2.80M | 1.77% | +15,565+46.2% | Added |
| Manchester Financial Inc | 49,668 | $2.82M | 0.61% | +14,468+41.1% | Added |
| Accurate Wealth Management, LLC | 48,462 | $2.86M | 0.57% | −27−0.1% | Reduced |
| Baxter Bros Inc | 50,354 | $2.86M | 0.37% | +29,362+139.9% | Added |
| Ameritas Investment Partners, Inc. | 50,752 | $2.88M | 0.09% | +15,819+45.3% | Added |
| CHB Investment Group, LLC | 50,771 | $2.88M | 1.53% | +50,771 | New |
| ExodusPoint Capital Management, LP | 50,810 | $2.88M | 0.03% | +50,810 | New |
| British Columbia Investment Management Corp | 51,186 | $2.90M | 0.02% | +11,877+30.2% | Added |
| Panagora Asset Management Inc | 51,319 | $2.91M | 0.01% | +17,075+49.9% | Added |
| Dean Investment Associates, LLC | 51,601 | $2.93M | 0.40% | +16,085+45.3% | Added |
| SG Americas Securities, LLC | 52,154 | $2.96M | 0.01% | −14,155−21.3% | Reduced |
| Public Sector Pension Investment Board | 52,498 | $2.98M | 0.02% | +18,366+53.8% | Added |
| Griffin Asset Management, Inc. | 53,218 | $3.02M | 0.34% | +17,739+50.0% | Added |
| Alamar Capital Management, LLC | 53,989 | $3.06M | 1.69% | +17,500+48.0% | Added |
| KLCM Advisors, Inc. | 54,523 | $3.09M | 0.37% | +18,174+50.0% | Added |
| Advisory Services Network, LLC | 40,002 | $3.14M | 0.06% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 55,472 | $3.15M | 0.01% | +17,147+44.7% | Added |
| USS Investment Management Ltd | 57,107 | $3.24M | 0.02% | +20,658+56.7% | Added |
| IFM Investors Pty Ltd | 57,305 | $3.25M | 0.03% | +13,801+31.7% | Added |
| CIBC World Markets Corp | 58,585 | $3.32M | 0.02% | +19,669+50.5% | Added |
| Amalgamated Bank | 58,776 | $3.33M | 0.03% | +7,811+15.3% | Added |
| Federation des caisses Desjardins du Quebec | 59,058 | $3.35M | 0.02% | +53,633+988.6% | Added |
| Daiwa Securities Group Inc. | 59,115 | $3.35M | 0.02% | +22,095+59.7% | Added |
| DnB Asset Management AS | 59,131 | $3.35M | 0.02% | +21,951+59.0% | Added |
| State of Alaska, Department of Revenue | 60,433 | $3.43M | 0.04% | +21,431+54.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 60,429 | $3.43M | 0.21% | +60,429 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 60,750 | $3.45M | 0.03% | +20,250+50.0% | Added |
| Czech National Bank | 61,242 | $3.47M | 0.04% | +22,754+59.1% | Added |
| Stoneridge Investment Partners LLC | 61,451 | $3.49M | 1.30% | +20,150+48.8% | Added |
| New Vernon Investment Management LLC | 61,470 | $3.49M | 3.75% | +20,490+50.0% | Added |
| Agf Management Ltd | 62,187 | $3.53M | 0.02% | +25,055+67.5% | Added |
| AXA S.A. | 62,425 | $3.54M | 0.01% | +41,019+191.6% | Added |
| Patton Fund Management, Inc. | 62,694 | $3.56M | 0.73% | +62,694 | New |
| Independent Advisor Alliance | 62,719 | $3.56M | 0.13% | +19,753+46.0% | Added |
| Asset Management Group, Inc. | 64,482 | $3.66M | 0.64% | +19,499+43.3% | Added |
| Verition Fund Management LLC | 65,173 | $3.70M | 0.03% | +44,693+218.2% | Added |
| Retirement Systems of Alabama | 65,267 | $3.70M | 0.01% | +20,715+46.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,445 | $3.71M | 0.02% | +21,081+47.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 65,647 | $3.72M | 0.01% | +20,348+44.9% | Added |
| EP Wealth Advisors, LLC | 65,736 | $3.73M | 0.03% | +65,736 | New |
| WBI Investments | 67,612 | $3.84M | 0.92% | +67,612 | New |
| Credit Agricole S A | 68,818 | $3.90M | 0.02% | +43,100+167.6% | Added |
| First Hawaiian Bank | 69,270 | $3.93M | 0.13% | +48,684+236.5% | Added |
| Fairman Group, LLC | 70,087 | $3.98M | 3.59% | +23,362+50.0% | Added |
| ProShare Advisors LLC | 70,119 | $3.98M | 0.01% | +20,809+42.2% | Added |
| Mackenzie Financial Corp | 71,549 | $4.06M | 0.01% | +26,723+59.6% | Added |
| Renaissance Technologies LLC | 72,347 | $4.10M | 0.01% | +72,347 | New |
| D. E. Shaw & Co., Inc. | 73,914 | $4.19M | 0.01% | +11,745+18.9% | Added |