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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 7,857 | $443.8K | 0.03% | +317+4.2% | Added |
| Brown Advisory Inc | 7,784 | $441.6K | 0.00% | +2,241+40.4% | Added |
| Meitav Dash Investments Ltd | 7,425 | $440.5K | 0.01% | +2,475+50.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,733 | $438.7K | 0.00% | +2,577+50.0% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 7,733 | $438.7K | 0.00% | +7,733 | New |
| Ritholtz Wealth Management | 7,632 | $433.0K | 0.01% | +2,543+50.0% | Added |
| Bard Financial Services, Inc. | 7,590 | $430.6K | 0.05% | +2,530+50.0% | Added |
| Greenleaf Trust | 7,578 | $429.9K | 0.00% | +2,533+50.2% | Added |
| Sage Capital Advisors,llc | 7,500 | $425.5K | 0.11% | +2,500+50.0% | Added |
| Coldstream Capital Management Inc | 7,406 | $423.0K | 0.01% | +3,002+68.2% | Added |
| Tufton Capital Management | 7,425 | $421.2K | 0.08% | +2,475+50.0% | Added |
| Baron Wealth Management LLC | 7,379 | $418.6K | 0.20% | +2,394+48.0% | Added |
| Naples Global Advisors, LLC | 7,338 | $416.3K | 0.04% | +2,446+50.0% | Added |
| Change Path, LLC | 7,224 | $409.8K | 0.01% | +7,224 | New |
| Robertson Stephens Wealth Management, LLC | 7,005 | $397.4K | 0.01% | +7,005 | New |
| Wealth Advisors of Iowa, LLC | 6,972 | $395.5K | 0.20% | +2,324+50.0% | Added |
| IHT Wealth Management, LLC | 6,896 | $392.3K | 0.01% | +3,540+105.5% | Added |
| Williamson Legacy Group, LLC | 6,843 | $388.2K | 0.26% | −195−2.8% | Reduced |
| Fiduciary Alliance LLC | 6,765 | $383.8K | 0.05% | +2,255+50.0% | Added |
| Baird Financial Group, Inc. | 6,754 | $383.2K | 0.00% | +6,754 | New |
| Investment Partners Asset Management, Inc. | 6,750 | $382.9K | 0.31% | +2,250+50.0% | Added |
| Diligent Investors, LLC | 6,748 | $382.8K | 0.09% | +2,248+50.0% | Added |
| Eagle Ridge Investment Management | 6,744 | $382.6K | 0.03% | +2,297+51.7% | Added |
| Schechter Investment Advisors, LLC | 6,718 | $381.1K | 0.03% | +2,223+49.5% | Added |
| Romano Brothers and Company | 6,712 | $380.8K | 0.05% | +2,237+50.0% | Added |
| GTS Securities LLC | 6,693 | $379.7K | 0.01% | +739+12.4% | Added |
| Martingale Asset Management L P | 6,619 | $375.5K | 0.01% | −21,544−76.5% | Reduced |
| Guggenheim Capital LLC | 6,489 | $368.1K | 0.00% | +817+14.4% | Added |
| Cynosure Management, LLC | 6,480 | $367.6K | 0.05% | +1,769+37.6% | Added |
| Nebula Research & Development LLC | 6,459 | $366.4K | 0.04% | +6,459 | New |
| Siemens Fonds Invest GmbH | 12,496 | $365.9K | 0.03% | +3,719+42.4% | Added |
| Private Trust Co NA | 6,413 | $363.8K | 0.04% | +1,480+30.0% | Added |
| Axxcess Wealth Management, LLC | 6,216 | $352.6K | 0.01% | +1,984+46.9% | Added |
| Carmel Capital Partners, LLC | 6,187 | $351.0K | 0.14% | +2,062+50.0% | Added |
| Capstone Investment Advisors, LLC | 6,179 | $350.5K | 0.01% | +2,413+64.1% | Added |
| CAPROCK Group, Inc. | 6,177 | $350.4K | 0.01% | +2,893+88.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,180 | $348.4K | 0.00% | +1,449+38.8% | Added |
| Platform Technology Partners | 6,110 | $346.6K | 0.11% | +2,028+49.7% | Added |
| Alps Advisors Inc | 6,082 | $345.0K | 0.00% | +2,010+49.4% | Added |
| Shell Asset Management Co | 6,019 | $341.0K | 0.02% | +6,019 | New |
| Clear Harbor Asset Management, LLC | 6,004 | $340.6K | 0.03% | +2,022+50.8% | Added |
| Dark Forest Capital Management LP | 6,000 | $340.4K | 0.04% | +374+6.6% | Added |
| M&R Capital Management Inc | 6,000 | $340.4K | 0.08% | +2,000+50.0% | Added |
| United Capital Financial Advisers, LLC | 5,942 | $337.1K | 0.00% | +1,800+43.5% | Added |
| IFP Advisors, Inc | 5,934 | $336.7K | 0.01% | +3,849+184.6% | Added |
| National Wealth Management Group, LLC | 5,921 | $335.9K | 0.23% | +5,921 | New |
| Cassaday & Co Wealth Management LLC | 5,880 | $333.6K | 0.01% | +2,458+71.8% | Added |
| Hamilton Capital Partners Inc. | 5,803 | $329.2K | 0.03% | +2,134+58.2% | Added |
| Gallacher Capital Management LLC | 5,742 | $325.7K | 0.15% | +5,742 | New |
| GAMMA Investing LLC | 5,739 | $325.6K | 0.03% | +3,068+114.9% | Added |
| Mather Group, LLC. | 5,687 | $322.6K | 0.00% | +1,756+44.7% | Added |
| Prime Capital Investment Advisors, LLC | 5,680 | $322.2K | 0.00% | +1,967+53.0% | Added |
| Graham Capital Wealth Management, LLC | 5,677 | $322.1K | 0.33% | +1,892+50.0% | Added |
| Keybank National Association | 5,676 | $322.0K | 0.00% | +258+4.8% | Added |
| MBB Public Markets I LLC | 5,670 | $321.7K | 0.03% | −9,054−61.5% | Reduced |
| Brown Brothers Harriman & Co | 5,573 | $316.2K | 0.00% | +2,035+57.5% | Added |
| Thrive Wealth Management, LLC | 5,502 | $312.2K | 0.06% | +1,811+49.1% | Added |
| HB Wealth Management, LLC | 5,488 | $311.3K | 0.00% | +1,736+46.3% | Added |
| Swiss Life Asset Management Ltd | 5,418 | $307.0K | 0.00% | +1,268+30.6% | Added |
| Beacon Financial Group | 5,407 | $306.8K | 0.03% | +1,760+48.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 5,340 | $305.8K | 0.17% | +1,988+59.3% | Added |
| Osterweis Capital Management Inc | 5,290 | $300.1K | 0.02% | +1,763+50.0% | Added |
| Clearstead Advisors, LLC | 5,280 | $299.5K | 0.00% | +1,567+42.2% | Added |
| Financial Security Advisor, Inc. | 5,220 | $296.1K | 0.07% | +1,740+50.0% | Added |
| Somerset Trust Co | 5,188 | $294.3K | 0.11% | +1,720+49.6% | Added |
| DoubleLine ETF Adviser LP | 5,164 | $293.0K | 0.07% | +1,474+39.9% | Added |
| Fidelis Capital Partners, LLC | 4,931 | $291.6K | 0.03% | +824+20.1% | Added |
| Private Wealth Advisors | 5,090 | $291.5K | 0.12% | +1,701+50.2% | Added |
| Gibbs Wealth Management | 5,101 | $289.4K | 0.09% | +2,090+69.4% | Added |
| Smartleaf Asset Management LLC | 5,101 | $288.3K | 0.03% | +2,266+79.9% | Added |
| XTX Topco Ltd | 5,072 | $287.7K | 0.02% | +5,072 | New |
| Arthur M. Cohen & Associates, LLC | 5,025 | $287.7K | 0.05% | +1,675+50.0% | Added |
| Atomi Financial Group, Inc. | 5,032 | $285.5K | 0.02% | +1,575+45.6% | Added |
| Profund Advisors LLC | 4,960 | $281.4K | 0.01% | +2,022+68.8% | Added |
| Woodward Diversified Capital, LLC | 4,934 | $279.9K | 0.18% | +1,569+46.6% | Added |
| Silvercrest Asset Management Group LLC | 4,929 | $279.6K | 0.00% | +4,929 | New |
| Virtu Financial LLC | 4,904 | $278.0K | 0.02% | −3,884−44.2% | Reduced |
| Ronald Blue Trust, Inc. | 3,523 | $276.8K | 0.00% | +1,251+55.1% | Added |
| Ashton Thomas Private Wealth, LLC | 4,877 | $276.7K | 0.01% | +1,743+55.6% | Added |
| Ingalls & Snyder LLC | 4,811 | $273.0K | 0.01% | +1,597+49.7% | Added |
| NDVR, Inc. | 4,760 | $269.0K | 0.28% | +1,906+66.8% | Added |
| RSM US Wealth Management LLC | 4,685 | $268.3K | 0.00% | +4,685 | New |
| Valeo Financial Advisors, LLC | 4,722 | $267.9K | 0.01% | +2,152+83.7% | Added |
| National Asset Management, Inc. | 4,646 | $264.1K | 0.01% | +1,566+50.8% | Added |
| Aureus Asset Management, LLC | 4,644 | $263.5K | 0.02% | +1,548+50.0% | Added |
| Daymark Wealth Partners, LLC | 4,627 | $262.5K | 0.01% | +1,184+34.4% | Added |
| Headlands Technologies LLC | 4,622 | $262.2K | 0.03% | +4,622 | New |
| Firethorn Wealth Partners, LLC | 4,574 | $259.5K | 0.13% | +1,722+60.4% | Added |
| Cornerstone Wealth Management, LLC | 4,506 | $255.6K | 0.02% | +1,502+50.0% | Added |
| HighPoint Advisor Group LLC | 4,435 | $255.0K | 0.01% | −108−2.4% | Reduced |
| Signaturefd, LLC | 4,486 | $254.5K | 0.00% | +1,509+50.7% | Added |
| Principal Securities, Inc. | 4,480 | $254.2K | 0.01% | +3,057+214.8% | Added |
| J.W. Cole Advisors, Inc. | 4,408 | $250.1K | 0.01% | +1,591+56.5% | Added |
| NorthRock Partners, LLC | 4,368 | $247.8K | 0.01% | +1,442+49.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 4,330 | $245.6K | 0.05% | +1,443+50.0% | Added |
| AE Wealth Management LLC | 4,329 | $245.6K | 0.00% | +1,712+65.4% | Added |
| GYL Financial Synergies, LLC | 4,302 | $244.1K | 0.02% | +1,444+50.5% | Added |
| Avestar Capital, LLC | 4,282 | $242.9K | 0.03% | +1,444+50.9% | Added |
| BIP Wealth, LLC | 4,268 | $242.1K | 0.02% | +1,412+49.4% | Added |
| Mountain Pacific Investment Advisers Inc | 4,252 | $241.2K | 0.02% | +1,417+50.0% | Added |