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 |
|---|---|---|---|---|---|
| Carmel Capital Partners, LLC | 6,265 | $366.6K | 0.15% | +78+1.3% | Added |
| Keybank National Association | 6,326 | $370.2K | 0.00% | +650+11.5% | Added |
| Wealthspire Advisors, LLC | 6,452 | $377.6K | 0.00% | +6,452 | New |
| Clear Harbor Asset Management, LLC | 6,454 | $377.7K | 0.03% | +450+7.5% | Added |
| Private Trust Co NA | 6,563 | $384.1K | 0.04% | +150+2.3% | Added |
| United Capital Financial Advisers, LLC | 6,586 | $385.4K | 0.00% | +644+10.8% | Added |
| Sagespring Wealth Partners, LLC | 6,609 | $386.8K | 0.01% | +6,609 | New |
| Schechter Investment Advisors, LLC | 6,622 | $387.5K | 0.03% | −96−1.4% | Reduced |
| Diligent Investors, LLC | 6,648 | $389.0K | 0.09% | −100−1.5% | Reduced |
| Equitable Holdings, Inc. | 6,706 | $392.4K | 0.00% | +2,622+64.2% | Added |
| Williamson Legacy Group, LLC | 6,708 | $392.6K | 0.26% | −135−2.0% | Reduced |
| Eagle Ridge Investment Management | 6,744 | $394.7K | 0.03% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 6,750 | $395.0K | 0.31% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 6,838 | $400.2K | 0.04% | −500−6.8% | Reduced |
| Wealth Advisors of Iowa, LLC | 6,882 | $402.7K | 0.20% | −90−1.3% | Reduced |
| Brown Brothers Harriman & Co | 6,886 | $403.0K | 0.00% | +1,313+23.6% | Added |
| Principal Securities, Inc. | 6,954 | $407.0K | 0.01% | +2,474+55.2% | Added |
| Guggenheim Capital LLC | 7,105 | $415.8K | 0.00% | +616+9.5% | Added |
| Stevens Capital Management LP | 7,232 | $423.0K | 0.17% | +3,620+100.2% | Added |
| Maridea Wealth Management LLC | 7,336 | $429.3K | 0.14% | +7,336 | New |
| Baron Wealth Management LLC | 7,379 | $431.8K | 0.20% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 7,425 | $434.5K | 0.01% | 00.0% | Unchanged |
| Tufton Capital Management | 7,425 | $434.5K | 0.08% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7,430 | $434.8K | 0.04% | +665+9.8% | Added |
| Sage Capital Advisors,llc | 7,500 | $438.9K | 0.11% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 7,521 | $440.1K | 0.15% | +7,521 | New |
| Bard Financial Services, Inc. | 7,590 | $444.2K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7,627 | $446.3K | 0.04% | +1,888+32.9% | Added |
| Greenleaf Trust | 7,641 | $447.2K | 0.00% | +63+0.8% | Added |
| Ritholtz Wealth Management | 7,644 | $447.3K | 0.01% | +12+0.2% | Added |
| Legacy Capital Wealth Partners, LLC | 7,715 | $451.5K | 0.11% | +7,715 | New |
| Impact Partnership Wealth, LLC | 7,716 | $451.5K | 0.09% | −2,856−27.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,733 | $452.5K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 8,038 | $455.8K | 0.02% | +181+2.3% | Added |
| Brown Advisory Inc | 7,797 | $456.3K | 0.00% | +13+0.2% | Added |
| Baird Financial Group, Inc. | 7,856 | $459.7K | 0.00% | +1,102+16.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,874 | $460.8K | 0.02% | +52+0.7% | Added |
| Level Four Advisory Services, LLC | 7,923 | $463.7K | 0.02% | +11+0.1% | Added |
| DORVAL Corp | 8,015 | $469.0K | 0.19% | +22+0.3% | Added |
| Jump Financial, LLC | 8,025 | $469.6K | 0.01% | −873−9.8% | Reduced |
| Genesis Private Wealth, LLC | 8,037 | $470.3K | 0.26% | +8,037 | New |
| Heritage Family Offices, LLP | 8,346 | $488.4K | 0.24% | +113+1.4% | Added |
| Wealth Alliance | 8,359 | $489.2K | 0.06% | +108+1.3% | Added |
| Fifth Third Bancorp | 8,384 | $490.6K | 0.00% | −658−7.3% | Reduced |
| Fort Washington Investment Advisors Inc | 8,438 | $493.8K | 0.00% | −797−8.6% | Reduced |
| Investment Management Corp of Ontario | 8,501 | $497.5K | 0.02% | −1,700−16.7% | Reduced |
| EverSource Wealth Advisors, LLC | 8,616 | $504.2K | 0.03% | +355+4.3% | Added |
| IFC Advisors LLC | 8,633 | $505.2K | 0.11% | +8,633 | New |
| Oak Thistle LLC | 8,725 | $510.6K | 0.15% | +4,944+130.8% | Added |
| Eqis Capital Management, Inc. | 8,782 | $513.9K | 0.04% | +261+3.1% | Added |
| Quantbot Technologies LP | 8,814 | $515.8K | 0.02% | −12,078−57.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,897 | $519.5K | 0.01% | +8,897 | New |
| Aptus Capital Advisors, LLC | 8,878 | $519.5K | 0.01% | +4,934+125.1% | Added |
| HRT Financial LP | 8,948 | $523.0K | 0.00% | −210,999−95.9% | Reduced |
| Virtu Financial LLC | 8,965 | $525.0K | 0.03% | +4,061+82.8% | Added |
| Blair William & Co | 9,090 | $531.9K | 0.00% | −402−4.2% | Reduced |
| Citadel Investment Advisory, Inc. | 9,096 | $532.0K | 0.28% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 9,137 | $534.7K | 0.20% | 00.0% | Unchanged |
| Advisor OS, LLC | 9,150 | $535.4K | 0.06% | −6,968−43.2% | Reduced |
| CAPROCK Group, Inc. | 9,255 | $541.6K | 0.02% | +3,078+49.8% | Added |
| Snowden Capital Advisors LLC | 9,270 | $542.5K | 0.02% | −170−1.8% | Reduced |
| Coldstream Capital Management Inc | 9,280 | $543.0K | 0.01% | +1,874+25.3% | Added |
| Applied Finance Capital Management, LLC | 9,305 | $544.5K | 0.02% | +9,305 | New |
| Skba Capital Management LLC | 9,327 | $545.8K | 0.09% | +400+4.5% | Added |
| Greenwood Capital Associates LLC | 9,332 | $546.1K | 0.07% | −952−9.3% | Reduced |
| Tectonic Advisors LLC | 9,358 | $547.6K | 0.04% | +681+7.8% | Added |
| Washington Capital Management Inc | 9,400 | $550.1K | 0.43% | 00.0% | Unchanged |
| Geller Advisors LLC | 9,430 | $551.8K | 0.04% | +9,430 | New |
| Matrix Private Capital Group LLC | 9,458 | $553.5K | 0.32% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 9,475 | $554.5K | 0.00% | −412−4.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,559 | $559.4K | 0.01% | +31+0.3% | Added |
| Merit Financial Group, LLC | 9,571 | $560.1K | 0.01% | +9,571 | New |
| Eagle Harbor Asset Management Inc | 9,627 | $563.4K | 0.56% | +21+0.2% | Added |
| Tokio Marine Asset Management Co Ltd | 9,649 | $564.7K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 9,658 | $565.2K | 0.24% | +9,658 | New |
| GWM Advisors LLC | 9,693 | $567.2K | 0.00% | +1,074+12.5% | Added |
| Wolverine Trading, LLC | 9,707 | $568.1K | 0.01% | +9,707 | New |
| Bradley Foster & Sargent Inc | 9,747 | $570.4K | 0.01% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 9,774 | $572.0K | 0.02% | −2,364−19.5% | Reduced |
| WSFS Capital Management, LLC | 9,792 | $573.0K | 0.03% | +9,792 | New |
| Silver Oak Securities, Inc | 9,831 | $575.3K | 0.05% | −4,247−30.2% | Reduced |
| TrinityPoint Wealth, LLC | 9,907 | $579.8K | 0.08% | +159+1.6% | Added |
| Nomura Holdings Inc | 9,919 | $580.5K | 0.00% | +9,919 | New |
| Empirical Finance, LLC | 9,951 | $582.3K | 0.03% | −114−1.1% | Reduced |
| Cornerstone Investment Partners, LLC | 10,042 | $587.7K | 0.03% | +482+5.0% | Added |
| Federation des caisses Desjardins du Quebec | 10,066 | $588.9K | 0.00% | −48,992−83.0% | Reduced |
| Gifford Fong Associates | 10,125 | $593.0K | 0.15% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 10,268 | $600.9K | 0.28% | −982−8.7% | Reduced |
| Allstate Corp | 10,287 | $602.0K | 0.02% | +10,287 | New |
| Commerce Bank | 10,320 | $603.9K | 0.00% | −494−4.6% | Reduced |
| Cobblestone Capital Advisors LLC | 10,320 | $603.9K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 10,652 | $623.4K | 0.11% | +10,652 | New |
| Empower Advisory Group, LLC | 10,799 | $632.0K | 0.00% | 00.0% | Unchanged |
| Claro Advisors LLC | 10,871 | $636.2K | 0.09% | −3,093−22.1% | Reduced |
| We Are One Seven, LLC | 10,938 | $640.1K | 0.02% | +680+6.6% | Added |
| Northwestern Mutual Wealth Management Co | 10,949 | $640.8K | 0.00% | +2,901+36.0% | Added |
| Lido Advisors, LLC | 10,950 | $640.8K | 0.00% | +1,176+12.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,962 | $641.0K | 0.01% | +10,962 | New |
| Aviva PLC | 11,216 | $656.4K | 0.00% | −233−2.0% | Reduced |
| NCM Capital Management, LLC | 11,259 | $658.9K | 0.30% | 00.0% | Unchanged |