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 |
|---|---|---|---|---|---|
| Cyr Financial Inc. | 3,685 | $215.6K | 0.20% | −10,213−73.5% | Reduced |
| Smith Shellnut Wilson LLC | 3,709 | $217.1K | 0.10% | −238−6.0% | Reduced |
| Warren Averett Asset Management, LLC | 3,712 | $217.2K | 0.00% | +3,712 | New |
| RMB Capital Management, LLC | 3,713 | $217.3K | 0.01% | +36+1.0% | Added |
| Farther Finance Advisors, LLC | 3,714 | $217.3K | 0.01% | +98+2.7% | Added |
| Engineers Gate Manager LP | 3,721 | $217.8K | 0.00% | −36,675−90.8% | Reduced |
| BIP Wealth, LLC | 3,775 | $220.9K | 0.01% | −493−11.6% | Reduced |
| Guardian Wealth Advisors, LLC | 3,781 | $221.3K | 0.02% | +54+1.4% | Added |
| Cullen/Frost Bankers, Inc. | 3,796 | $222.1K | 0.00% | +35+0.9% | Added |
| ABLE Financial Group, LLC | 3,799 | $222.3K | 0.07% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,830 | $224.1K | 0.01% | +3,830 | New |
| Teza Capital Management LLC | 3,871 | $226.5K | 0.03% | −4,745−55.1% | Reduced |
| West Family Investments, Inc. | 3,873 | $226.6K | 0.08% | −82−2.1% | Reduced |
| Argent Trust Co | 3,880 | $227.1K | 0.01% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 3,911 | $228.9K | 0.11% | −1,831−31.9% | Reduced |
| Woodward Diversified Capital, LLC | 3,916 | $229.2K | 0.17% | −1,018−20.6% | Reduced |
| EntryPoint Capital, LLC | 3,921 | $229.5K | 0.10% | +3,921 | New |
| Longboard Asset Management, LP | 3,960 | $231.7K | 0.61% | +3,960 | New |
| Cornerstone Financial Group, LLC | 3,975 | $232.6K | 0.23% | +3,975 | New |
| Global Wealth Management Investment Advisory, Inc. | 4,000 | $234.1K | 0.05% | −330−7.6% | Reduced |
| LRI Investments, LLC | 4,016 | $235.0K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 4,050 | $237.0K | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,087 | $239.2K | 0.02% | −22−0.5% | Reduced |
| Wexford Capital LP | 4,100 | $239.9K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,139 | $242.2K | 0.01% | +54+1.3% | Added |
| Horizon Investments, LLC | 4,144 | $242.5K | 0.01% | +65+1.6% | Added |
| Daymark Wealth Partners, LLC | 4,145 | $242.6K | 0.01% | −482−10.4% | Reduced |
| Moneta Group Investment Advisors LLC | 4,179 | $244.6K | 0.00% | +130+3.2% | Added |
| Checchi Capital Advisers, LLC | 4,194 | $245.4K | 0.02% | +64+1.5% | Added |
| Somerset Trust Co | 4,235 | $247.8K | 0.09% | −953−18.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,252 | $248.8K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,316 | $252.6K | 0.00% | +148+3.6% | Added |
| Platform Technology Partners | 4,359 | $255.1K | 0.08% | −1,751−28.7% | Reduced |
| NorthRock Partners, LLC | 4,399 | $257.4K | 0.01% | +31+0.7% | Added |
| National Asset Management, Inc. | 4,416 | $258.4K | 0.01% | −230−5.0% | Reduced |
| Nebula Research & Development LLC | 4,429 | $259.2K | 0.03% | −2,030−31.4% | Reduced |
| MUFG Securities Americas Inc. | 4,445 | $260.1K | 0.03% | +4,445 | New |
| Profund Advisors LLC | 4,456 | $260.8K | 0.01% | −504−10.2% | Reduced |
| Cornerstone Wealth Management, LLC | 4,506 | $263.7K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,110 | $265.4K | 0.00% | −1,070−20.7% | Reduced |
| Signaturefd, LLC | 4,544 | $265.9K | 0.01% | +58+1.3% | Added |
| Avestar Capital, LLC | 4,571 | $267.5K | 0.02% | +289+6.7% | Added |
| Allworth Financial LP | 4,555 | $269.0K | 0.00% | +2,562+128.5% | Added |
| Firethorn Wealth Partners, LLC | 4,606 | $269.6K | 0.13% | +32+0.7% | Added |
| Portside Wealth Group, LLC | 4,641 | $271.6K | 0.04% | +429+10.2% | Added |
| Aureus Asset Management, LLC | 4,644 | $271.8K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,648 | $272.0K | 0.00% | +512+12.4% | Added |
| Fidelis Capital Partners, LLC | 4,598 | $273.7K | 0.03% | −333−6.8% | Reduced |
| J.W. Cole Advisors, Inc. | 4,679 | $273.8K | 0.01% | +271+6.1% | Added |
| AE Wealth Management LLC | 4,688 | $274.4K | 0.00% | +359+8.3% | Added |
| Vise Technologies, Inc. | 4,693 | $274.6K | 0.02% | +4,693 | New |
| Valeo Financial Advisors, LLC | 4,717 | $276.0K | 0.01% | −5−0.1% | Reduced |
| GeoWealth Management, LLC | 4,729 | $276.7K | 0.01% | +4,095+645.9% | Added |
| Ingalls & Snyder LLC | 4,778 | $280.0K | 0.01% | −33−0.7% | Reduced |
| Atomi Financial Group, Inc. | 4,874 | $285.2K | 0.01% | −158−3.1% | Reduced |
| IHT Wealth Management, LLC | 4,892 | $286.3K | 0.01% | −2,004−29.1% | Reduced |
| Spire Wealth Management | 4,915 | $287.6K | 0.01% | +4,504+1,095.9% | Added |
| Change Path, LLC | 4,918 | $287.8K | 0.01% | −2,306−31.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,924 | $288.2K | 0.01% | +47+1.0% | Added |
| Fifth Third Wealth Advisors LLC | 4,966 | $290.6K | 0.02% | +4,966 | New |
| XTX Topco Ltd | 4,973 | $291.0K | 0.02% | −99−2.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 5,025 | $294.1K | 0.05% | 00.0% | Unchanged |
| Cynosure Management, LLC | 5,061 | $296.2K | 0.04% | −1,419−21.9% | Reduced |
| Vestcor Inc | 5,071 | $297.0K | 0.01% | −17,316−77.3% | Reduced |
| NDVR, Inc. | 5,088 | $297.8K | 0.28% | +328+6.9% | Added |
| Private Wealth Advisors | 5,097 | $298.3K | 0.13% | +7+0.1% | Added |
| Clearstead Advisors, LLC | 5,164 | $302.2K | 0.00% | −116−2.2% | Reduced |
| Horizon Advisory Services, Inc. | 5,172 | $302.7K | 0.17% | +5,172 | New |
| 111 Capital | 5,187 | $303.5K | 0.06% | +5,187 | New |
| HighPoint Advisor Group LLC | 4,967 | $303.9K | 0.02% | +532+12.0% | Added |
| Financial Security Advisor, Inc. | 5,224 | $305.7K | 0.08% | +4+0.1% | Added |
| Severin Investments, LLC | 5,227 | $305.9K | 0.30% | +5,227 | New |
| Vontobel Holding Ltd. | 5,231 | $306.1K | 0.00% | +1,671+46.9% | Added |
| ISAM Funds (UK) Ltd | 5,280 | $309.0K | 0.23% | +1,274+31.8% | Added |
| Smartleaf Asset Management LLC | 5,289 | $309.5K | 0.03% | +188+3.7% | Added |
| Osterweis Capital Management Inc | 5,290 | $309.6K | 0.01% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 5,313 | $310.9K | 0.06% | −189−3.4% | Reduced |
| Simplex Trading, LLC | 5,331 | $311.0K | 0.01% | +5,331 | New |
| Hutchens & Kramer Investment Management Group, LLC | 5,359 | $313.6K | 0.17% | +19+0.4% | Added |
| Cresset Asset Management, LLC | 5,364 | $313.8K | 0.00% | −13,885−72.1% | Reduced |
| Beacon Financial Group | 5,410 | $316.6K | 0.03% | +3+0.1% | Added |
| Peapack Gladstone Financial Corp | 5,462 | $320.0K | 0.00% | +5,462 | New |
| Compass Capital Corp | 5,387 | $320.4K | 0.12% | +5,387 | New |
| RSM US Wealth Management LLC | 5,498 | $321.7K | 0.00% | +813+17.4% | Added |
| IFG Advisory, LLC | 5,509 | $322.4K | 0.02% | +5,509 | New |
| DRW Securities, LLC | 5,544 | $324.4K | 0.02% | +5,544 | New |
| Graham Capital Wealth Management, LLC | 5,677 | $332.2K | 0.29% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,753 | $336.7K | 0.00% | +73+1.3% | Added |
| Mather Group, LLC. | 5,787 | $338.7K | 0.00% | +100+1.8% | Added |
| Cassaday & Co Wealth Management LLC | 5,886 | $344.5K | 0.01% | +6+0.1% | Added |
| Romano Brothers and Company | 5,920 | $346.4K | 0.04% | −792−11.8% | Reduced |
| IFP Advisors, Inc | 5,961 | $348.9K | 0.01% | +27+0.5% | Added |
| Hamilton Capital Partners Inc. | 5,991 | $350.6K | 0.03% | +188+3.2% | Added |
| Shell Asset Management Co | 6,019 | $352.0K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,066 | $355.0K | 0.00% | +578+10.5% | Added |
| Gibbs Wealth Management | 6,070 | $355.2K | 0.10% | +969+19.0% | Added |
| Alps Advisors Inc | 6,082 | $355.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6,136 | $359.1K | 0.05% | +1,929+45.9% | Added |
| Adviser Investments LLC | 6,142 | $359.4K | 0.00% | +6,142 | New |
| Axxcess Wealth Management, LLC | 6,157 | $360.3K | 0.01% | −59−0.9% | Reduced |