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 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 4,016 | $239.6K | 0.02% | +1,154+40.3% | Added |
| Portside Wealth Group, LLC | 4,212 | $238.9K | 0.04% | +4,212 | New |
| State of Wyoming | 4,207 | $238.7K | 0.03% | +1,099+35.4% | Added |
| Foundations Investment Advisors, LLC | 4,168 | $236.5K | 0.00% | +4,168 | New |
| Oppenheimer & Co Inc | 4,136 | $234.6K | 0.00% | +4,136 | New |
| Checchi Capital Advisers, LLC | 4,130 | $234.3K | 0.02% | +1,371+49.7% | Added |
| Koshinski Asset Management, Inc. | 4,109 | $233.1K | 0.02% | +1,411+52.3% | Added |
| Wexford Capital LP | 4,100 | $232.6K | 0.06% | +4,100 | New |
| Apollon Wealth Management, LLC | 4,085 | $231.7K | 0.01% | +1,377+50.8% | Added |
| Equitable Holdings, Inc. | 4,084 | $231.7K | 0.00% | +4,084 | New |
| Horizon Investments, LLC | 4,079 | $231.4K | 0.01% | +1,162+39.8% | Added |
| O'Dell Group, LLC | 4,050 | $229.8K | 0.05% | +1,350+50.0% | Added |
| Moneta Group Investment Advisors LLC | 4,049 | $229.7K | 0.00% | −321−7.3% | Reduced |
| Fox Run Management, L.L.C. | 4,033 | $228.8K | 0.05% | +4,033 | New |
| ISAM Funds (UK) Ltd | 4,006 | $227.3K | 0.13% | +4,006 | New |
| West Family Investments, Inc. | 3,955 | $224.4K | 0.08% | +1,317+49.9% | Added |
| Smith Shellnut Wilson LLC | 3,947 | $223.9K | 0.10% | +1,314+49.9% | Added |
| Aptus Capital Advisors, LLC | 3,944 | $223.7K | 0.00% | −664−14.4% | Reduced |
| Argent Trust Co | 3,880 | $220.1K | 0.01% | +671+20.9% | Added |
| Blueshift Asset Management, LLC | 3,854 | $218.6K | 0.05% | +3,854 | New |
| Meeder Advisory Services, Inc. | 3,819 | $216.6K | 0.01% | +3,819 | New |
| ABLE Financial Group, LLC | 3,799 | $215.5K | 0.07% | +3,799 | New |
| Oak Thistle LLC | 3,781 | $214.5K | 0.07% | +3,781 | New |
| Cullen/Frost Bankers, Inc. | 3,761 | $213.3K | 0.00% | +1,268+50.9% | Added |
| Guardian Wealth Advisors, LLC | 3,727 | $211.4K | 0.02% | +3,727 | New |
| RMB Capital Management, LLC | 3,677 | $208.6K | 0.00% | +3,677 | New |
| Aster Capital Management (DIFC) Ltd | 3,672 | $208.3K | 0.05% | +3,672 | New |
| Chilton Capital Management LLC | 3,667 | $208.0K | 0.01% | +1,222+50.0% | Added |
| Two Sigma Advisers, LP | 3,625 | $205.6K | 0.00% | +3,625 | New |
| Farther Finance Advisors, LLC | 3,616 | $205.1K | 0.01% | +1,434+65.7% | Added |
| Stevens Capital Management LP | 3,612 | $205.0K | 0.03% | +3,612 | New |
| AlphaCore Capital LLC | 3,611 | $204.9K | 0.05% | +3,611 | New |
| Quadrant Capital Group LLC | 3,595 | $203.9K | 0.01% | +1,192+49.6% | Added |
| Fisher Asset Management, LLC | 3,585 | $203.4K | 0.00% | +3,585 | New |
| Harbour Investments, Inc. | 3,582 | $203.2K | 0.01% | −1,266−26.1% | Reduced |
| Vontobel Holding Ltd. | 3,560 | $202.0K | 0.00% | +3,560 | New |
| One Wealth Advisors, LLC | 3,553 | $201.6K | 0.03% | 00.0% | Unchanged |
| Ami Investment Management Inc | 3,552 | $201.5K | 0.07% | +1,002+39.3% | Added |
| Clarius Group, LLC | 3,549 | $201.3K | 0.01% | +3,549 | New |
| Trust Asset Management LLC | 3,529 | $200.2K | 0.02% | +3,529 | New |
| Eagle Bay Advisors LLC | 3,425 | $194.3K | 0.07% | +1,009+41.8% | Added |
| Iron Horse Wealth Management, LLC | 3,327 | $188.7K | 0.06% | +1,109+50.0% | Added |
| Whittier Trust Co | 3,290 | $186.6K | 0.00% | +1,181+56.0% | Added |
| AdvisorNet Financial, Inc | 3,107 | $176.2K | 0.01% | +1,700+120.8% | Added |
| C M Bidwell & Associates Ltd | 3,075 | $174.4K | 0.11% | +1,023+49.9% | Added |
| Parallel Advisors, LLC | 3,028 | $171.8K | 0.00% | +1,345+79.9% | Added |
| USA Financial Portformulas Corp | 2,908 | $164.9K | 0.03% | +922+46.4% | Added |
| Heritage Wealth Advisors | 2,863 | $162.4K | 0.01% | +954+50.0% | Added |
| Optimum Investment Advisors | 2,812 | $159.5K | 0.07% | +937+50.0% | Added |
| Abich Financial Wealth Management LLC | 2,807 | $159.2K | 0.36% | +2,807 | New |
| ORG Wealth Partners, LLC | 2,610 | $148.1K | 0.05% | +2,610 | New |
| nVerses Capital, LLC | 2,600 | $147.5K | 0.07% | +2,600 | New |
| Golden State Equity Partners | 2,202 | $125.0K | 0.02% | +2,202 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $124.5K | 0.01% | +1,865+563.4% | Added |
| Transamerica Financial Advisors, Inc. | 2,158 | $123.0K | 0.01% | +2,158 | New |
| Proequities, Inc. | 2,036 | $115.5K | 0.01% | +528+35.0% | Added |
| Allworth Financial LP | 1,993 | $113.1K | 0.00% | −1−0.1% | Reduced |
| Acadian Asset Management LLC | 1,905 | $108.0K | 0.00% | −4,109−68.3% | Reduced |
| JFS Wealth Advisors, LLC | 1,895 | $107.5K | 0.01% | +642+51.2% | Added |
| Bryn Mawr Trust Co | 1,736 | $98.5K | 0.00% | +1,736 | New |
| Geneos Wealth Management Inc. | 1,717 | $97.4K | 0.00% | +794+86.0% | Added |
| AlphaCentric Advisors LLC | 1,688 | $95.8K | 0.07% | +520+44.5% | Added |
| St. Johns Investment Management Company, LLC | 1,687 | $95.7K | 0.04% | +562+50.0% | Added |
| Eastern Bank | 1,626 | $92.2K | 0.00% | +1,626 | New |
| Group One Trading, L.P. | 1,593 | $90.4K | 0.00% | +1,593 | New |
| Huntington National Bank | 1,556 | $88.2K | 0.00% | +1,341+623.7% | Added |
| Anchor Investment Management, LLC | 1,545 | $87.6K | 0.01% | +1,545 | New |
| Baldwin Brothers Inc | 1,534 | $87.0K | 0.01% | +1,499+4,282.9% | Added |
| First Pacific Financial | 1,496 | $84.9K | 0.02% | +1,496 | New |
| Federated Hermes, Inc. | 1,491 | $84.6K | 0.00% | +331+28.5% | Added |
| Johnson Financial Group, Inc. | 1,475 | $83.7K | 0.00% | +499+51.1% | Added |
| Pinnacle Financial Partners Inc | 1,467 | $83.2K | 0.00% | +1,467 | New |
| Global Retirement Partners, LLC | 1,453 | $82.4K | 0.00% | +503+52.9% | Added |
| Leonteq Securities AG | 1,423 | $80.7K | 0.01% | +501+54.3% | Added |
| Jones Financial Companies LLLP | 1,417 | $80.2K | 0.00% | +675+91.0% | Added |
| Penserra Capital Management LLC | 1,433 | $80.0K | 0.00% | +475+49.6% | Added |
| Walleye Trading LLC | 1,370 | $77.7K | 0.00% | +1,370 | New |
| Fortitude Family Office, LLC | 1,353 | $76.8K | 0.03% | +526+63.6% | Added |
| Harbor Investment Advisory, LLC | 1,350 | $76.6K | 0.01% | +449+49.8% | Added |
| Sentry Investment Management LLC | 1,327 | $75.0K | 0.03% | +442+49.9% | Added |
| Intact Investment Management Inc. | 1,300 | $73.7K | 0.00% | +1,300 | New |
| Quent Capital, LLC | 1,282 | $72.7K | 0.01% | +428+50.1% | Added |
| Westpac Banking Corp | 1,257 | $71.3K | 0.00% | +419+50.0% | Added |
| Covestor Ltd | 1,232 | $70.0K | 0.04% | +907+279.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,188 | $67.4K | 0.00% | +585+97.0% | Added |
| Caldwell Sutter Capital, Inc. | 1,175 | $66.7K | 0.03% | +725+161.1% | Added |
| Criterion Capital Advisors, LLC | 845 | $66.4K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,170 | $66.4K | 0.02% | +380+48.1% | Added |
| Lindbrook Capital, LLC | 1,128 | $64.0K | 0.01% | +507+81.6% | Added |
| Evermay Wealth Management LLC | 1,110 | $63.0K | 0.01% | +370+50.0% | Added |
| Claris Advisors, LLC | 1,104 | $62.6K | 0.03% | +1,104 | New |
| TD Waterhouse Canada Inc. | 1,077 | $62.2K | 0.00% | +923+599.4% | Added |
| Massmutual Trust Co FSB | 1,093 | $62.0K | 0.00% | +557+103.9% | Added |
| Capital Advisors, Ltd. LLC | 1,056 | $60.0K | 0.01% | +326+44.7% | Added |
| Ransom Advisory, Ltd | 1,054 | $59.8K | 0.03% | +351+49.9% | Added |
| Mendota Financial Group, LLC | 1,042 | $59.1K | 0.03% | +348+50.1% | Added |
| Duncker Streett & Co Inc | 1,012 | $57.4K | 0.01% | +337+49.9% | Added |
| Davis Capital Management | 958 | $54.3K | 0.04% | +319+49.9% | Added |
| SRS Capital Advisors, Inc. | 931 | $52.8K | 0.00% | +320+52.4% | Added |
| LGT Financial Advisors LLC | 930 | $52.8K | 0.13% | −259−21.8% | Reduced |