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, Q4 2024
Institutional positions in Berkley W R Corp as of Dec 31, 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
- 876
- +87 vs. Q3 2024
- Shares held
- 261.9M
- +3.03M (+1.2%) vs. Q3 2024
- Total value
- $15.3B
- +$649.6M (+4.4%) vs. Q3 2024
- New holders
- 129
- 346 more added
- Sold out
- 42
- 259 more reduced
11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whipplewood Advisors, LLC | 600 | $35.1K | 0.02% | +600 | New |
| Kiely Wealth Advisory Group, Inc. | 580 | $35.3K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 617 | $36.1K | 0.00% | +16+2.7% | Added |
| Armstrong Advisory Group, Inc | 619 | $36.2K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 628 | $36.8K | 0.03% | +628 | New |
| Trust Co | 657 | $38.4K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 675 | $39.5K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 726 | $42.5K | 0.02% | +7+1.0% | Added |
| Catalyst Capital Advisors LLC | 726 | $42.5K | 0.00% | +726 | New |
| Bayforest Capital Ltd | 816 | $47.8K | 0.06% | +816 | New |
| Coastline Trust Co | 821 | $48.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 822 | $48.1K | 0.01% | +365+79.9% | Added |
| Pinnacle Bancorp, Inc. | 829 | $48.5K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 835 | $48.8K | 0.02% | −8−0.9% | Reduced |
| Skopos Labs, Inc. | 851 | $49.8K | 0.01% | +10+1.2% | Added |
| Cromwell Holdings LLC | 857 | $50.2K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 858 | $50.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 886 | $51.8K | 0.00% | +85+10.6% | Added |
| LGT Financial Advisors LLC | 931 | $54.5K | 0.12% | +1+0.1% | Added |
| Davis Capital Management | 958 | $56.1K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,012 | $59.2K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,012 | $59.2K | 0.05% | +1,012 | New |
| TD Waterhouse Canada Inc. | 1,016 | $59.4K | 0.00% | −61−5.7% | Reduced |
| Adalta Capital Management LLC | 1,045 | $61.2K | 0.03% | +1,045 | New |
| Lindbrook Capital, LLC | 1,048 | $61.3K | 0.01% | −80−7.1% | Reduced |
| Capital Advisors, Ltd. LLC | 1,056 | $62.0K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,100 | $64.4K | 0.00% | −200−15.4% | Reduced |
| Evermay Wealth Management LLC | 1,110 | $65.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,117 | $65.4K | 0.01% | +763+215.5% | Added |
| Criterion Capital Advisors, LLC | 845 | $66.4K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,141 | $67.0K | 0.03% | −186−14.0% | Reduced |
| Mascoma Wealth Management LLC | 1,170 | $68.5K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,180 | $69.1K | 0.00% | −8−0.7% | Reduced |
| Massmutual Trust Co FSB | 1,187 | $69.5K | 0.00% | +94+8.6% | Added |
| Headlands Technologies LLC | 1,207 | $70.6K | 0.01% | −3,415−73.9% | Reduced |
| Westpac Banking Corp | 1,257 | $73.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,285 | $75.2K | 0.01% | +3+0.2% | Added |
| Tortoise Investment Management, LLC | 1,313 | $76.8K | 0.01% | +540+69.9% | Added |
| Newbridge Financial Services Group, Inc. | 1,342 | $78.5K | 0.02% | +1,342 | New |
| Covestor Ltd | 1,363 | $79.0K | 0.05% | +131+10.6% | Added |
| Harbor Investment Advisory, LLC | 1,350 | $79.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,353 | $79.2K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 1,378 | $80.6K | 0.00% | −178−11.4% | Reduced |
| R Squared Ltd | 1,400 | $81.9K | 0.08% | +1,400 | New |
| WPG Advisers, LLC | 1,418 | $83.0K | 0.08% | +1,418 | New |
| Pinnacle Financial Partners Inc | 1,467 | $83.2K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,432 | $83.8K | 0.03% | −2,240−61.0% | Reduced |
| Quarry LP | 1,433 | $83.9K | 0.02% | +1,041+265.6% | Added |
| First Pacific Financial | 1,496 | $87.5K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,494 | $87.9K | 0.00% | +19+1.3% | Added |
| Anchor Investment Management, LLC | 1,545 | $90.4K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,601 | $93.7K | 0.09% | −87−5.2% | Reduced |
| Global Retirement Partners, LLC | 1,602 | $93.7K | 0.00% | +149+10.3% | Added |
| Eastern Bank | 1,626 | $95.2K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1,687 | $98.7K | 0.05% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,731 | $101.3K | 0.00% | −5−0.3% | Reduced |
| Acadian Asset Management LLC | 1,905 | $111.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,911 | $111.8K | 0.01% | +16+0.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,006 | $117.4K | 0.02% | +2,006 | New |
| SRS Capital Advisors, Inc. | 2,066 | $120.9K | 0.01% | +1,135+121.9% | Added |
| Proequities, Inc. | 2,048 | $120.9K | 0.01% | +12+0.6% | Added |
| Geneos Wealth Management Inc. | 2,112 | $123.6K | 0.00% | +395+23.0% | Added |
| Penserra Capital Management LLC | 2,143 | $124.0K | 0.00% | +710+49.5% | Added |
| Transamerica Financial Advisors, Inc. | 2,163 | $127.0K | 0.01% | +5+0.2% | Added |
| Fedenia Advisers LLC | 2,173 | $127.2K | 0.07% | +2,173 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $128.4K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,212 | $129.4K | 0.00% | +721+48.4% | Added |
| Jones Financial Companies LLLP | 2,356 | $137.9K | 0.00% | +939+66.3% | Added |
| FWL Investment Management, LLC | 2,691 | $157.5K | 0.06% | +2,691 | New |
| Optimum Investment Advisors | 2,812 | $164.6K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,850 | $166.8K | 0.00% | −673−19.1% | Reduced |
| Heritage Wealth Advisors | 2,863 | $167.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,891 | $169.2K | 0.11% | −534−15.6% | Reduced |
| Whittier Trust Co | 2,986 | $174.7K | 0.00% | −304−9.2% | Reduced |
| ORG Wealth Partners, LLC | 3,047 | $178.3K | 0.06% | +437+16.7% | Added |
| AdvisorNet Financial, Inc | 3,054 | $178.7K | 0.01% | −53−1.7% | Reduced |
| C M Bidwell & Associates Ltd | 3,075 | $179.9K | 0.11% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,087 | $181.0K | 0.00% | −9,108−74.7% | Reduced |
| Walleye Trading LLC | 3,287 | $192.4K | 0.00% | +1,917+139.9% | Added |
| Caldwell Sutter Capital, Inc. | 3,300 | $193.1K | 0.09% | +2,125+180.9% | Added |
| Parallel Advisors, LLC | 3,306 | $193.5K | 0.00% | +278+9.2% | Added |
| Iron Horse Wealth Management, LLC | 3,327 | $194.7K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,361 | $196.7K | 0.01% | −234−6.5% | Reduced |
| Citizens Financial Group Inc | 3,430 | $200.7K | 0.00% | +3,430 | New |
| Significant Wealth Partners LLC | 3,459 | $202.4K | 0.10% | +3,459 | New |
| First Nebraska Trust Co | 3,465 | $202.8K | 0.02% | +3,465 | New |
| Trustmark National Bank Trust Department | 3,514 | $205.6K | 0.02% | +3,514 | New |
| Keel Point, LLC | 3,517 | $205.8K | 0.02% | +3,517 | New |
| Trust Asset Management LLC | 3,529 | $206.5K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 3,541 | $207.3K | 0.01% | +3,541 | New |
| Sequoia Financial Advisors, LLC | 3,546 | $207.5K | 0.00% | +3,546 | New |
| Clarius Group, LLC | 3,550 | $207.7K | 0.01% | +10.0% | Added |
| One Wealth Advisors, LLC | 3,553 | $207.9K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,574 | $209.2K | 0.00% | +3,574 | New |
| FineMark National Bank & Trust | 3,588 | $210.0K | 0.01% | +3,588 | New |
| Harbour Investments, Inc. | 3,589 | $210.0K | 0.01% | +7+0.2% | Added |
| Meeder Advisory Services, Inc. | 3,606 | $211.0K | 0.01% | −213−5.6% | Reduced |
| Huntleigh Advisors, Inc. | 3,646 | $213.4K | 0.05% | +3,646 | New |
| Chilton Capital Management LLC | 3,667 | $214.6K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,667 | $214.6K | 0.00% | +82+2.3% | Added |