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