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