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 |
|---|---|---|---|---|---|
| Royce & Associates LP | 262,082 | $14.9M | 0.14% | +71,027+37.2% | Added |
| Heartland Advisors Inc | 267,573 | $15.2M | 0.80% | +125,727+88.6% | Added |
| SEI Investments Co | 270,334 | $15.3M | 0.02% | +91,228+50.9% | Added |
| Great West Life Assurance Co | 273,362 | $15.5M | 0.03% | +83,049+43.6% | Added |
| Tudor Investment Corp Et Al | 277,238 | $15.7M | 0.17% | +149,155+116.5% | Added |
| Stephens Inc | 281,666 | $16.0M | 0.23% | +93,816+49.9% | Added |
| New York State Teachers Retirement System | 283,597 | $16.1M | 0.03% | +93,017+48.8% | Added |
| Townsend & Associates, Inc | 285,349 | $16.9M | 1.73% | +5,875+2.1% | Added |
| Citigroup Inc | 303,567 | $17.2M | 0.02% | +78,146+34.7% | Added |
| Schroder Investment Management Group | 309,214 | $17.5M | 0.02% | +202,299+189.2% | Added |
| Bank of Montreal | 323,681 | $18.3M | 0.01% | +96,292+42.3% | Added |
| Winton Group Ltd | 325,103 | $18.4M | 1.29% | +89,909+38.2% | Added |
| LPL Financial LLC | 326,200 | $18.5M | 0.01% | +130,598+66.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 329,142 | $18.7M | 0.04% | +112,053+51.6% | Added |
| Philo Smith Capital Corp | 329,881 | $18.7M | 4.73% | +109,960+50.0% | Added |
| Churchill Management Corp | 334,067 | $19.0M | 0.22% | +113,577+51.5% | Added |
| Zacks Investment Management | 334,079 | $19.0M | 0.16% | +334,079 | New |
| CWM, LLC | 335,071 | $19.0M | 0.08% | +100,889+43.1% | Added |
| Cerity Partners LLC | 336,027 | $19.1M | 0.04% | +126,664+60.5% | Added |
| Jacobs Levy Equity Management, Inc | 346,384 | $19.7M | 0.08% | +346,384 | New |
| Allianz Asset Management GmbH | 349,957 | $19.9M | 0.03% | +25,466+7.8% | Added |
| Jane Street Group, LLC | 358,555 | $20.3M | 0.03% | +249,674+229.3% | Added |
| Los Angeles Capital Management LLC | 358,937 | $20.4M | 0.08% | −29,010−7.5% | Reduced |
| State Board of Administration of Florida Retirement System | 364,043 | $20.7M | 0.04% | +121,347+50.0% | Added |
| Alliancebernstein L.P. | 384,115 | $21.8M | 0.01% | +150,492+64.4% | Added |
| Wallington Asset Management, LLC | 398,926 | $22.6M | 3.15% | +140,365+54.3% | Added |
| Stansberry Asset Management, LLC | 412,209 | $23.4M | 2.92% | +137,952+50.3% | Added |
| America First Investment Advisors, LLC | 424,128 | $24.1M | 5.40% | +139,973+49.3% | Added |
| Public Employees Retirement Association of Colorado | 424,591 | $24.1M | 0.10% | +141,530+50.0% | Added |
| Price T Rowe Associates Inc | 427,328 | $24.2M | 0.00% | +150,429+54.3% | Added |
| California State Teachers Retirement System | 430,583 | $24.4M | 0.03% | +133,183+44.8% | Added |
| New York State Common Retirement Fund | 431,513 | $24.5M | 0.03% | +101,937+30.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 446,715 | $25.3M | 0.03% | +186,408+71.6% | Added |
| Russell Investments Group, Ltd. | 466,800 | $26.5M | 0.04% | +181,075+63.4% | Added |
| Teacher Retirement System of Texas | 486,936 | $27.6M | 0.13% | +187,010+62.4% | Added |
| TD Asset Management Inc | 542,881 | $30.7M | 0.03% | +80,674+17.5% | Added |
| American Century Companies Inc | 563,117 | $31.9M | 0.02% | +211,971+60.4% | Added |
| National Pension Service | 591,965 | $33.6M | 0.03% | +247,681+71.9% | Added |
| Rhumbline Advisers | 603,661 | $34.2M | 0.03% | +179,522+42.3% | Added |
| Nuveen Asset Management, LLC | 625,999 | $35.5M | 0.01% | −68,406−9.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 651,263 | $36.9M | 6.68% | +221,430+51.5% | Added |
| BNP Paribas Arbitrage, SA | 661,959 | $37.6M | 0.04% | +342,344+107.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 737,472 | $41.8M | 0.03% | +257,211+53.6% | Added |
| Wellington Management Group LLP | 753,191 | $42.7M | 0.01% | +140,396+22.9% | Added |
| BloombergSen Inc. | 762,399 | $43.3M | 3.64% | +254,133+50.0% | Added |
| Stifel Financial Corp | 767,793 | $43.6M | 0.05% | +255,813+50.0% | Added |
| Natixis Advisors, L.P. | 775,429 | $44.0M | 0.09% | +284,494+57.9% | Added |
| Deutsche Bank AG | 845,848 | $48.0M | 0.02% | +306,367+56.8% | Added |
| Danske Bank A/S | 867,639 | $49.2M | 0.16% | +301,659+53.3% | Added |
| Arrowstreet Capital, Limited Partnership | 884,096 | $50.2M | 0.04% | +191,077+27.6% | Added |
| Millennium Management LLC | 904,626 | $51.3M | 0.04% | +886,844+4,987.3% | Added |
| Swiss National Bank | 911,062 | $51.7M | 0.03% | +303,287+49.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 933,885 | $53.0M | 0.13% | +294,243+46.0% | Added |
| Maren Capital LLC | 973,187 | $55.2M | 4.54% | +333,132+52.0% | Added |
| Boston Financial Mangement LLC | 987,823 | $56.0M | 1.67% | +316,269+47.1% | Added |
| APG Asset Management N.V. | 1,136,010 | $57.7M | 0.38% | −1,562,301−57.9% | Reduced |
| Victory Capital Management Inc | 1,021,233 | $57.9M | 0.06% | −3,194,745−75.8% | Reduced |
| Amundi | 1,032,946 | $59.4M | 0.02% | +573,000+124.6% | Added |
| Brandes Investment Partners, LP | 1,065,488 | $60.4M | 0.68% | +366,101+52.3% | Added |
| AQR Capital Management LLC | 1,110,591 | $62.4M | 0.09% | +511,482+85.4% | Added |
| Dundas Partners LLP | 1,123,310 | $63.7M | 4.59% | +440,766+64.6% | Added |
| Parnassus Investments | 1,134,214 | $64.3M | 0.14% | +350,145+44.7% | Added |
| Truist Financial Corp | 1,275,691 | $72.4M | 0.11% | +463,847+57.1% | Added |
| Envestnet Asset Management Inc | 1,325,790 | $75.2M | 0.02% | +490,262+58.7% | Added |
| Raymond James & Associates | 1,333,418 | $75.6M | 0.05% | +490,669+58.2% | Added |
| Anchor Capital Advisors LLC | 1,358,295 | $77.1M | 2.05% | +426,659+45.8% | Added |
| Confluence Investment Management LLC | 1,363,295 | $77.3M | 1.03% | +439,853+47.6% | Added |
| HSBC Holdings PLC | 1,377,092 | $77.9M | 0.05% | +454,313+49.2% | Added |
| Chilton Investment Co LLC | 1,416,738 | $80.4M | 2.10% | +605,851+74.7% | Added |
| Barclays PLC | 1,469,608 | $83.4M | 0.04% | +646,973+78.6% | Added |
| Goldman Sachs Group Inc | 1,478,778 | $83.9M | 0.02% | +219,736+17.5% | Added |
| California Public Employees Retirement System | 1,482,865 | $84.1M | 0.06% | +461,397+45.2% | Added |
| Caisse de Depot Et Placement du Quebec | 1,507,757 | $85.5M | 0.17% | +846,331+128.0% | Added |
| Madison Asset Management, LLC | 1,553,936 | $88.2M | 0.99% | +601,376+63.1% | Added |
| EULAV Asset Management | 1,564,890 | $88.8M | 2.16% | +521,630+50.0% | Added |
| Royal Bank of Canada | 1,676,963 | $95.1M | 0.02% | +605,178+56.5% | Added |
| Charles Schwab Investment Management Inc | 1,746,084 | $99.1M | 0.02% | +42,834+2.5% | Added |
| Legal & General Group Plc | 1,978,240 | $112.2M | 0.03% | +598,797+43.4% | Added |
| UBS Asset Management Americas Inc | 2,031,786 | $115.3M | 0.03% | +559,043+38.0% | Added |
| Bank of New York Mellon Corp | 2,297,275 | $130.3M | 0.02% | +707,874+44.5% | Added |
| UBS Group AG | 2,388,440 | $135.5M | 0.04% | +1,002,570+72.3% | Added |
| Northern Trust Corp | 2,719,320 | $154.3M | 0.03% | +773,139+39.7% | Added |
| Wells Fargo & Company | 2,765,226 | $156.9M | 0.04% | +992,631+56.0% | Added |
| 1832 Asset Management L.P. | 2,891,032 | $164.0M | 0.28% | +961,101+49.8% | Added |
| Polar Capital Holdings Plc | 2,925,000 | $165.9M | 0.98% | +990,000+51.2% | Added |
| Dimensional Fund Advisors LP | 3,042,973 | $172.6M | 0.04% | +1,005,374+49.3% | Added |
| Bank of America Corp | 3,139,493 | $178.1M | 0.02% | +1,241,724+65.4% | Added |
| Principal Financial Group Inc | 3,674,171 | $208.4M | 0.11% | +2,493,758+211.3% | Added |
| First Trust Advisors LP | 3,992,098 | $226.5M | 0.22% | +1,663,014+71.4% | Added |
| Manufacturers Life Insurance Company, The | 4,154,783 | $235.7M | 0.21% | +2,118,641+104.1% | Added |
| Invesco Ltd. | 4,321,471 | $245.2M | 0.05% | +901,736+26.4% | Added |
| Norges Bank | 4,928,756 | $279.6M | 0.04% | +1,104,775+28.9% | Added |
| JPMorgan Chase & Co | 7,366,424 | $417.9M | 0.03% | +2,616,227+55.1% | Added |
| Geode Capital Management, LLC | 7,591,353 | $429.3M | 0.03% | +2,459,073+47.9% | Added |
| Janus Henderson Group PLC | 11,321,958 | $642.3M | 0.33% | +3,825,238+51.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,605,519 | $658.4M | 1.45% | +4,051,644+53.6% | Added |
| State Street Corp | 15,121,001 | $857.8M | 0.03% | +4,947,830+48.6% | Added |
| Morgan Stanley | 20,029,039 | $1.14B | 0.08% | +6,709,662+50.4% | Added |
| BlackRock, Inc. | 23,356,584 | $1.33B | 0.03% | +23,356,584 | New |
| Vanguard Group Inc | 35,907,179 | $2.04B | 0.04% | +11,864,303+49.3% | Added |