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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,322 | $662.6K | 0.00% | +11,322 | New |
| YHB Investment Advisors, Inc. | 11,336 | $663.4K | 0.05% | 00.0% | Unchanged |
| Old National Bancorp | 11,535 | $675.0K | 0.02% | −182−1.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 11,542 | $675.4K | 0.04% | +2,433+26.7% | Added |
| Schonfeld Strategic Advisors LLC | 11,632 | $680.7K | 0.00% | −90,850−88.6% | Reduced |
| Brinker Capital Investments, LLC | 11,637 | $681.0K | 0.01% | +2,576+28.4% | Added |
| Orion Portfolio Solutions, LLC | 11,637 | $681.0K | 0.01% | +2,576+28.4% | Added |
| Advisors Asset Management, Inc. | 11,647 | $681.6K | 0.01% | −86−0.7% | Reduced |
| Legacy Advisors, LLC | 11,810 | $691.1K | 0.07% | +11,810 | New |
| Everpar Advisors LLC | 11,904 | $696.6K | 0.35% | −44−0.4% | Reduced |
| Baader Bank INC | 11,925 | $697.9K | 0.06% | −116−1.0% | Reduced |
| Umb Bank N A | 11,986 | $701.4K | 0.01% | +1,397+13.2% | Added |
| Williams Jones Wealth Management, LLC. | 12,150 | $711.0K | 0.01% | −28−0.2% | Reduced |
| Scientech Research LLC | 12,199 | $713.9K | 0.20% | −3,017−19.8% | Reduced |
| Ambassador Advisors, LLC | 12,209 | $714.5K | 0.12% | +777+6.8% | Added |
| Raiffeisen Bank International AG | 12,268 | $717.9K | 0.01% | +12,268 | New |
| Thompson Siegel & Walmsley LLC | 12,288 | $719.0K | 0.01% | 00.0% | Unchanged |
| Boston Partners | 12,587 | $736.6K | 0.00% | −505−3.9% | Reduced |
| Diversify Advisory Services, LLC | 13,046 | $739.7K | 0.04% | −2,661−16.9% | Reduced |
| Omers Administration Corp | 12,891 | $754.4K | 0.01% | +2,168+20.2% | Added |
| Cadent Capital Advisors, LLC | 12,910 | $755.5K | 0.26% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 12,991 | $760.2K | 0.33% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 13,001 | $760.8K | 0.41% | +426+3.4% | Added |
| Glenmede Trust Co NA | 13,008 | $761.2K | 0.00% | +3,149+31.9% | Added |
| Park Avenue Securities LLC | 13,074 | $765.0K | 0.01% | +1,468+12.6% | Added |
| Caisse des Depots Et Consignations | 13,103 | $766.8K | 0.04% | +13,103 | New |
| Y-Intercept (Hong Kong) Ltd | 13,105 | $766.9K | 0.05% | −47,324−78.3% | Reduced |
| Savant Capital, LLC | 13,245 | $775.1K | 0.01% | +901+7.3% | Added |
| Compass Wealth Management LLC | 13,331 | $780.1K | 0.19% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 13,542 | $792.5K | 0.00% | +2,328+20.8% | Added |
| Net Worth Advisory Group | 13,558 | $793.4K | 0.24% | +445+3.4% | Added |
| ING Groep NV | 13,606 | $796.2K | 0.01% | +13,606 | New |
| Norinchukin Bank, The | 13,608 | $796.3K | 0.02% | +1,140+9.1% | Added |
| Bellevue Asset Management, LLC | 13,637 | $798.0K | 0.41% | +124+0.9% | Added |
| Gotham Asset Management, LLC | 13,800 | $807.6K | 0.01% | +473+3.5% | Added |
| Unigestion Holding SA | 13,880 | $812.3K | 0.05% | +4,222+43.7% | Added |
| HBK Sorce Advisory LLC | 13,979 | $818.1K | 0.02% | +13,979 | New |
| Farringdon Capital, Ltd. | 14,173 | $829.4K | 0.34% | +14,173 | New |
| Kornitzer Capital Management Inc | 14,272 | $835.2K | 0.02% | +163+1.2% | Added |
| Impact Capital Partners LLC | 14,352 | $839.9K | 0.30% | +14,352 | New |
| New Mexico Educational Retirement Board | 14,375 | $841.0K | 0.03% | −400−2.7% | Reduced |
| Venturi Wealth Management, LLC | 14,392 | $842.2K | 0.04% | +2,231+18.3% | Added |
| Empirical Asset Management, LLC | 14,627 | $856.0K | 0.28% | −18−0.1% | Reduced |
| Everence Capital Management Inc | 14,737 | $862.0K | 0.06% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 14,762 | $863.9K | 0.27% | +986+7.2% | Added |
| Swedbank AB | 14,766 | $864.1K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 14,863 | $869.8K | 0.01% | +780+5.5% | Added |
| Vident Advisory, LLC | 14,881 | $871.0K | 0.02% | +3,046+25.7% | Added |
| Aquatic Capital Management LLC | 14,948 | $874.8K | 0.02% | +14,948 | New |
| Inceptionr LLC | 14,978 | $876.5K | 0.20% | −7,919−34.6% | Reduced |
| Aurelius Family Office LLC | 14,999 | $877.7K | 0.44% | +14,999 | New |
| Exchange Traded Concepts, LLC | 15,632 | $914.8K | 0.02% | +235+1.5% | Added |
| Mount Lucas Management LP | 15,683 | $917.8K | 0.32% | −814−4.9% | Reduced |
| Metis Global Partners, LLC | 15,883 | $929.5K | 0.03% | +461+3.0% | Added |
| Securian Asset Management, Inc | 16,179 | $946.8K | 0.03% | −448−2.7% | Reduced |
| Louisiana State Employees Retirement System | 16,200 | $948.0K | 0.02% | −700−4.1% | Reduced |
| Kestra Advisory Services, LLC | 16,201 | $948.1K | 0.01% | +1,652+11.4% | Added |
| NEOS Investment Management LLC | 16,227 | $949.6K | 0.02% | +3,729+29.8% | Added |
| Maryland State Retirement & Pension System | 16,264 | $951.8K | 0.02% | −675−4.0% | Reduced |
| HM Payson & Co | 16,543 | $968.1K | 0.02% | 00.0% | Unchanged |
| LVW Advisors, LLC | 16,575 | $970.0K | 0.12% | −152−0.9% | Reduced |
| Nations Financial Group Inc, | 16,611 | $972.1K | 0.07% | −55−0.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 16,780 | $982.0K | 0.29% | +16,780 | New |
| Wedbush Securities Inc | 16,875 | $988.0K | 0.04% | +1,066+6.7% | Added |
| Old Point Trust & Financial Services N A | 17,055 | $998.1K | 0.35% | +2,500+17.2% | Added |
| Resources Investment Advisors, LLC. | 17,086 | $999.9K | 0.01% | −378−2.2% | Reduced |
| Twin Capital Management Inc | 17,099 | $1.00M | 0.11% | −5,354−23.8% | Reduced |
| Centiva Capital, LP | 17,297 | $1.01M | 0.04% | −16,496−48.8% | Reduced |
| Sterling Capital Management LLC | 17,417 | $1.02M | 0.01% | +6,204+55.3% | Added |
| Teachers Retirement System of the State of Kentucky | 17,527 | $1.02M | 0.01% | −466−2.6% | Reduced |
| Fairfield, Bush & Co. | 17,549 | $1.03M | 0.60% | −100−0.6% | Reduced |
| M&T Bank Corp | 17,563 | $1.03M | 0.00% | +1,295+8.0% | Added |
| Davenport & Co LLC | 17,611 | $1.03M | 0.01% | +5,124+41.0% | Added |
| Trust Co of Vermont | 17,659 | $1.03M | 0.05% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 17,800 | $1.04M | 0.29% | +17,800 | New |
| Woodline Partners LP | 18,079 | $1.06M | 0.01% | +18,079 | New |
| Ancora Advisors, LLC | 18,095 | $1.06M | 0.02% | +460+2.6% | Added |
| Resonant Capital Advisors, LLC | 18,292 | $1.07M | 0.08% | +111+0.6% | Added |
| Almanack Investment Partners, LLC. | 18,296 | $1.07M | 0.17% | 00.0% | Unchanged |
| US Bancorp | 18,317 | $1.07M | 0.00% | +773+4.4% | Added |
| Integrated Wealth Concepts LLC | 18,365 | $1.07M | 0.01% | +1,806+10.9% | Added |
| Dynamic Technology Lab Private Ltd | 18,372 | $1.07M | 0.17% | −15,193−45.3% | Reduced |
| Gsa Capital Partners LLP | 18,447 | $1.08M | 0.08% | +5,539+42.9% | Added |
| Avantax Advisory Services, Inc. | 18,527 | $1.08M | 0.01% | +524+2.9% | Added |
| Kings Path Partners LLC | 18,531 | $1.08M | 0.46% | +18,531 | New |
| CWM Advisors, LLC | 18,532 | $1.08M | 0.12% | −1,389−7.0% | Reduced |
| Centaurus Financial, Inc. | 18,558 | $1.09M | 0.07% | +93+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 18,672 | $1.09M | 0.07% | −2,116−10.2% | Reduced |
| Rothschild Investment LLC | 18,699 | $1.09M | 0.07% | +12+0.1% | Added |
| Hartford Investment Management Co | 18,721 | $1.10M | 0.04% | −643−3.3% | Reduced |
| Diversify Wealth Management, LLC | 19,440 | $1.10M | 0.09% | +3,598+22.7% | Added |
| Keb Asset Management, LLC | 19,285 | $1.13M | 0.32% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 19,575 | $1.15M | 0.09% | +376+2.0% | Added |
| Callan Family Office, LLC | 19,592 | $1.15M | 0.07% | +19,592 | New |
| Great Lakes Advisors, LLC | 19,671 | $1.15M | 0.01% | +78+0.4% | Added |
| Virtus ETF Advisers LLC | 19,697 | $1.15M | 0.47% | +3,322+20.3% | Added |
| New Age Alpha Advisors, LLC | 19,730 | $1.15M | 0.05% | +19,730 | New |
| Parr McKnight Wealth Management Group, LLC | 19,738 | $1.16M | 0.17% | +19,738 | New |
| Investment Planning Advisors, Inc. | 20,018 | $1.17M | 0.51% | +6,287+45.8% | Added |
| Kentucky Retirement Systems | 20,659 | $1.21M | 0.04% | −285−1.4% | Reduced |