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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 858 | $48.7K | 0.01% | +281+48.7% | Added |
| Cromwell Holdings LLC | 857 | $48.6K | 0.03% | +285+49.8% | Added |
| Raleigh Capital Management Inc. | 843 | $47.8K | 0.02% | +264+45.6% | Added |
| Skopos Labs, Inc. | 841 | $47.7K | 0.02% | +841 | New |
| Pinnacle Bancorp, Inc. | 829 | $47.0K | 0.01% | +276+49.9% | Added |
| Coastline Trust Co | 821 | $46.6K | 0.01% | +821 | New |
| Creative Financial Designs Inc | 801 | $45.5K | 0.00% | +416+108.1% | Added |
| Tortoise Investment Management, LLC | 773 | $43.9K | 0.00% | +309+66.6% | Added |
| PFS Partners, LLC | 719 | $40.8K | 0.02% | +243+51.1% | Added |
| Hoese & Co LLP | 675 | $38.3K | 0.03% | +225+50.0% | Added |
| Trust Co | 657 | $37.3K | 0.00% | +219+50.0% | Added |
| GeoWealth Management, LLC | 634 | $35.8K | 0.00% | +634 | New |
| Kiely Wealth Advisory Group, Inc. | 580 | $35.2K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 619 | $35.1K | 0.00% | +209+51.0% | Added |
| FinTrust Capital Advisors, LLC | 618 | $35.0K | 0.01% | +206+50.0% | Added |
| Parkside Financial Bank & Trust | 601 | $34.1K | 0.00% | +244+68.3% | Added |
| Colonial Trust Co | 457 | $25.9K | 0.00% | +270+144.4% | Added |
| NBC Securities, Inc. | 424 | $24.0K | 0.00% | +140+49.3% | Added |
| Hemington Wealth Management | 431 | $24.0K | 0.01% | +431 | New |
| CGC Financial Services, LLC | 421 | $23.9K | 0.01% | +140+49.8% | Added |
| True Wealth Design, LLC | 412 | $23.4K | 0.01% | +412 | New |
| Spire Wealth Management | 411 | $23.3K | 0.00% | +92+28.8% | Added |
| Financial Management Professionals, Inc. | 408 | $23.0K | 0.00% | +155+61.3% | Added |
| Deseret Mutual Benefit Administrators | 402 | $22.8K | 0.01% | +134+50.0% | Added |
| Bogart Wealth, LLC | 397 | $22.5K | 0.00% | +132+49.8% | Added |
| Quarry LP | 392 | $22.2K | 0.01% | −138−26.0% | Reduced |
| CVA Family Office, LLC | 389 | $22.1K | 0.00% | +123+46.2% | Added |
| Continuum Advisory, LLC | 353 | $21.1K | 0.00% | +303+606.0% | Added |
| Hilltop National Bank | 364 | $20.6K | 0.01% | +121+49.8% | Added |
| Central Trust Co | 363 | $20.6K | 0.00% | +121+50.0% | Added |
| Hexagon Capital Partners LLC | 354 | $20.1K | 0.00% | +93+35.6% | Added |
| First Horizon Advisors, Inc. | 342 | $19.4K | 0.00% | +169+97.7% | Added |
| Prestige Wealth Management Group LLC | 341 | $19.3K | 0.00% | +113+49.6% | Added |
| Frazier Financial Advisors, LLC | 337 | $19.1K | 0.01% | +112+49.8% | Added |
| Private Wealth Management Group, LLC | 300 | $17.0K | 0.01% | +100+50.0% | Added |
| Hantz Financial Services, Inc. | 279 | $16.0K | 0.00% | −14,879−98.2% | Reduced |
| Ashton Thomas Securities, LLC | 269 | $15.3K | 0.00% | +269 | New |
| Zions Bancorporation, N.A. | 265 | $15.0K | 0.00% | +87+48.9% | Added |
| Pittenger & Anderson Inc | 262 | $14.9K | 0.00% | +87+49.7% | Added |
| Semmax Financial Advisors Inc. | 225 | $13.6K | 0.00% | +225 | New |
| Park Place Capital Corp | 235 | $13.3K | 0.00% | +60+34.3% | Added |
| Intelligent Financial Strategies | 231 | $13.1K | 0.01% | +77+50.0% | Added |
| Bruce G. Allen Investments, LLC | 223 | $12.7K | 0.01% | +73+48.7% | Added |
| Bokf, NA | 221 | $12.6K | 0.00% | +74+50.3% | Added |
| Stuart Chaussee & Associates, Inc. | 217 | $12.3K | 0.00% | +72+49.7% | Added |
| Optiver Holding B.V. | 206 | $11.7K | 0.00% | +206 | New |
| Farmers & Merchants Investments Inc | 204 | $11.6K | 0.00% | +68+50.0% | Added |
| Asset Dedication, LLC | 199 | $11.3K | 0.00% | +66+49.6% | Added |
| St Germain D J Co Inc | 199 | $11.3K | 0.00% | +66+49.6% | Added |
| CoreCap Advisors, LLC | 192 | $10.9K | 0.00% | +192 | New |
| REAP Financial Group, LLC | 187 | $10.6K | 0.00% | +58+45.0% | Added |
| Versant Capital Management, Inc | 178 | $10.1K | 0.00% | +58+48.3% | Added |
| Global Financial Private Client, LLC | 172 | $9.76K | 0.00% | +172 | New |
| Rocky Mountain Advisers, LLC | 163 | $9.25K | 0.00% | +54+49.5% | Added |
| Global Wealth Strategies & Associates | 160 | $9.08K | 0.00% | +53+49.5% | Added |
| Caitlin John, LLC | 147 | $8.83K | 0.01% | −17−10.4% | Reduced |
| Twin Tree Management, LP | 147 | $8.34K | 0.00% | +136+1,236.4% | Added |
| Capital Performance Advisors LLP | 138 | $7.83K | 0.00% | +138 | New |
| Larson Financial Group LLC | 125 | $7.09K | 0.00% | +111+792.9% | Added |
| West Paces Advisors Inc. | 123 | $6.98K | 0.00% | +41+50.0% | Added |
| Oarsman Capital, Inc. | 119 | $6.75K | 0.00% | +119 | New |
| ESL Trust Services, LLC | 114 | $6.47K | 0.00% | +38+50.0% | Added |
| DT Investment Partners, LLC | 112 | $6.35K | 0.00% | +37+49.3% | Added |
| Archer Investment Corp | 109 | $6.18K | 0.00% | +36+49.3% | Added |
| Cherry Tree Wealth Management, LLC | 108 | $6.13K | 0.00% | +36+50.0% | Added |
| Aspire Private Capital, LLC | 104 | $5.87K | 0.00% | +35+50.7% | Added |
| Financial Network Wealth Advisors LLC | 94 | $5.33K | 0.00% | +32+51.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 93 | $5.28K | 0.00% | +93 | New |
| MV Capital Management, Inc. | 82 | $4.65K | 0.00% | +26+46.4% | Added |
| MCF Advisors LLC | 78 | $4.42K | 0.00% | +20+34.5% | Added |
| GW&K Investment Management, LLC | 76 | $4.00K | 0.00% | +32+72.7% | Added |
| Beacon Capital Management, LLC | 66 | $3.75K | 0.00% | +22+50.0% | Added |
| SJS Investment Consulting Inc. | 58 | $3.29K | 0.00% | +19+48.7% | Added |
| Legacy Investment Solutions, LLC | 53 | $3.19K | 0.00% | +53 | New |
| Legacy Wealth Managment, LLC | 53 | $3.19K | 0.00% | +53 | New |
| DiNuzzo Private Wealth, Inc. | 55 | $3.12K | 0.00% | +18+48.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 51 | $2.89K | 0.00% | +17+50.0% | Added |
| Sachetta, LLC | 46 | $2.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $2.04K | 0.00% | +12+50.0% | Added |
| First PREMIER Bank | 43 | $2.00K | 0.00% | +14+48.3% | Added |
| Dunhill Financial, LLC | 27 | $1.53K | 0.00% | +9+50.0% | Added |
| Truvestments Capital LLC | 26 | $1.48K | 0.00% | +26 | New |
| Rosenberg Matthew Hamilton | 24 | $1.36K | 0.00% | −36−60.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 24 | $1.36K | 0.00% | +8+50.0% | Added |
| Carolina Wealth Advisors, LLC | 21 | $1.19K | 0.00% | +21 | New |
| Key Financial Inc | 19 | $1.08K | 0.00% | +6+46.2% | Added |
| Tucker Asset Management LLC | 18 | $1.02K | 0.00% | +4+28.6% | Added |
| Avion Wealth | 25 | $1.00K | 0.00% | +2+8.7% | Added |
| Concord Wealth Partners | 11 | $624 | 0.00% | +11 | New |
| WR Wealth Planners, LLC | 9 | $511 | 0.00% | +3+50.0% | Added |
| Wolff Wiese Magana LLC | 7 | $398 | 0.00% | +2+40.0% | Added |
| Cornerstone Planning Group LLC | 6 | $346 | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 6 | $341 | 0.00% | +2+50.0% | Added |
| Country Trust Bank | 6 | $340 | 0.00% | +2+50.0% | Added |
| Chesapeake Asset Management LLC | 5 | $283 | 0.00% | +5 | New |
| First Personal Financial Services | 3 | $171 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $113 | 0.00% | +1+100.0% | Added |
| SOA Wealth Advisors, LLC. | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 171 | $26 | 0.00% | +63+58.3% | Added |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |