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 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 20,785 | $1.22M | 0.02% | −5,647−21.4% | Reduced |
| Waverton Investment Management Ltd | 21,525 | $1.26M | 0.02% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 21,587 | $1.26M | 0.59% | +676+3.2% | Added |
| Private Advisor Group, LLC | 21,588 | $1.26M | 0.01% | +257+1.2% | Added |
| Stegent Equity Advisors, Inc. | 22,665 | $1.33M | 1.35% | +661+3.0% | Added |
| Lazard Asset Management LLC | 22,732 | $1.33M | 0.00% | −56,082−71.2% | Reduced |
| Pitcairn Co | 22,893 | $1.34M | 0.08% | +22,893 | New |
| Chase Investment Counsel Corp | 22,912 | $1.34M | 0.43% | 00.0% | Unchanged |
| Railway Pension Investments Ltd | 22,950 | $1.34M | 0.02% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 22,954 | $1.34M | 0.87% | +161+0.7% | Added |
| Campbell & CO Investment Adviser LLC | 23,019 | $1.35M | 0.10% | −82,885−78.3% | Reduced |
| Bleakley Financial Group, LLC | 23,075 | $1.35M | 0.04% | +707+3.2% | Added |
| DF Dent & Co Inc | 23,101 | $1.35M | 0.02% | −2,192−8.7% | Reduced |
| Brevan Howard Capital Management LP | 23,239 | $1.36M | 0.03% | −4,637−16.6% | Reduced |
| Parsons Capital Management Inc | 23,247 | $1.36M | 0.07% | −2,104−8.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 23,600 | $1.38M | 0.34% | +14,400+156.5% | Added |
| Pensionfund Sabic | 23,750 | $1.39M | 0.37% | +4,000+20.3% | Added |
| Ossiam | 23,790 | $1.39M | 0.02% | +4,128+21.0% | Added |
| Personal Cfo Solutions, LLC | 23,945 | $1.40M | 0.28% | +14+0.1% | Added |
| Balyasny Asset Management LLC | 24,022 | $1.41M | 0.00% | +24,022 | New |
| Two Sigma Advisers, LP | 24,025 | $1.41M | 0.00% | +20,400+562.8% | Added |
| D.A. Davidson & Co. | 24,045 | $1.41M | 0.01% | +13+0.1% | Added |
| Elgethun Capital Management | 24,062 | $1.41M | 0.34% | +20.0% | Added |
| Pacer Advisors, Inc. | 24,075 | $1.41M | 0.00% | +1,255+5.5% | Added |
| Kovitz Investment Group Partners, LLC | 24,317 | $1.42M | 0.01% | +484+2.0% | Added |
| Cypress Advisory Group LLC | 24,385 | $1.43M | 1.31% | +24,385 | New |
| Gulf International Bank (UK) Ltd | 24,435 | $1.43M | 0.04% | −266−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 24,427 | $1.43M | 0.02% | −279−1.1% | Reduced |
| Grace & White Inc | 24,869 | $1.46M | 0.27% | 00.0% | Unchanged |
| Nordea Investment Management AB | 25,098 | $1.47M | 0.00% | +1,479+6.3% | Added |
| Crossmark Global Holdings, Inc. | 25,428 | $1.49M | 0.03% | −654−2.5% | Reduced |
| Oregon Public Employees Retirement Fund | 25,770 | $1.51M | 0.03% | +30+0.1% | Added |
| Buckingham Strategic Partners | 25,911 | $1.52M | 0.03% | +914+3.7% | Added |
| JT Stratford LLC | 26,020 | $1.52M | 0.25% | +1,226+4.9% | Added |
| Avanza Fonder AB | 26,044 | $1.52M | 0.05% | +26,044 | New |
| Fox Run Management, L.L.C. | 26,059 | $1.52M | 0.28% | +22,026+546.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 26,459 | $1.55M | 0.01% | +284+1.1% | Added |
| SeaBridge Investment Advisors LLC | 27,044 | $1.58M | 0.33% | +1,263+4.9% | Added |
| Delphi Management Inc | 27,049 | $1.58M | 1.53% | +158+0.6% | Added |
| Toroso Investments, LLC | 27,071 | $1.58M | 0.01% | −21,778−44.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 27,346 | $1.60M | 0.11% | +2,886+11.8% | Added |
| LRT Capital Management, LLC | 27,464 | $1.61M | 1.26% | +7,751+39.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,289 | $1.61M | 0.01% | +6,786+33.1% | Added |
| Achmea Investment Management B.V. | 27,546 | $1.61M | 0.03% | +2,888+11.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,035 | $1.64M | 0.01% | −910−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 28,241 | $1.65M | 0.03% | +12,521+79.7% | Added |
| Mizuho Securities USA LLC | 28,532 | $1.67M | 0.03% | +9,037+46.4% | Added |
| Ieq Capital, LLC | 28,619 | $1.67M | 0.02% | +18,677+187.9% | Added |
| Neuberger Berman Group LLC | 28,674 | $1.68M | 0.00% | −8,046−21.9% | Reduced |
| Two Sigma Investments, LP | 28,915 | $1.69M | 0.00% | −10,653−26.9% | Reduced |
| Resources Management Corp | 29,157 | $1.71M | 0.23% | +890+3.1% | Added |
| Macquarie Group Ltd | 40,846 | $1.71M | 0.00% | +12,891+46.1% | Added |
| Applied Capital LLC | 29,400 | $1.72M | 1.35% | −112−0.4% | Reduced |
| Lecap Asset Management Ltd | 29,432 | $1.72M | 0.47% | +29,432 | New |
| Dean Capital Management | 29,734 | $1.74M | 0.74% | +388+1.3% | Added |
| JustInvest LLC | 29,938 | $1.75M | 0.03% | +2,624+9.6% | Added |
| Citizens National Bank Trust Department | 30,269 | $1.77M | 0.37% | −2,341−7.2% | Reduced |
| Elo Mutual Pension Insurance Co | 30,666 | $1.79M | 0.04% | +3,528+13.0% | Added |
| Empowered Funds, LLC | 30,977 | $1.81M | 0.03% | −195−0.6% | Reduced |
| Leavell Investment Management, Inc. | 31,342 | $1.83M | 0.09% | +110+0.4% | Added |
| Manchester Financial Inc | 31,633 | $1.85M | 0.41% | −18,035−36.3% | Reduced |
| Insight Inv LLC | 31,662 | $1.85M | 1.29% | +956+3.1% | Added |
| Scotia Capital Inc. | 31,733 | $1.86M | 0.01% | +6,751+27.0% | Added |
| Old Mission Capital LLC | 32,012 | $1.87M | 0.04% | +32,012 | New |
| Willow Creek Wealth Management Inc. | 32,892 | $1.92M | 0.20% | +20.0% | Added |
| Aurora Investment Counsel | 32,976 | $1.93M | 1.06% | −1,088−3.2% | Reduced |
| Elm3 Financial Group, LLC | 33,489 | $1.96M | 1.67% | +33,489 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,009 | $1.99M | 0.02% | +787+2.4% | Added |
| Illinois Municipal Retirement Fund | 34,099 | $2.00M | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 34,313 | $2.01M | 0.04% | +9,730+39.6% | Added |
| Entropy Technologies, LP | 35,366 | $2.07M | 0.21% | +16,495+87.4% | Added |
| Verition Fund Management LLC | 35,965 | $2.10M | 0.01% | −29,208−44.8% | Reduced |
| Mutual of America Capital Management LLC | 36,065 | $2.11M | 0.02% | −957−2.6% | Reduced |
| Nissay Asset Management Corp | 37,183 | $2.19M | 0.01% | −169−0.5% | Reduced |
| Yousif Capital Management, LLC | 37,526 | $2.20M | 0.02% | −1,412−3.6% | Reduced |
| Hilltop Holdings Inc. | 37,770 | $2.21M | 0.14% | +706+1.9% | Added |
| Agate Pass Investment Management, LLC | 38,243 | $2.24M | 1.01% | +485+1.3% | Added |
| UniSuper Management Pty Ltd | 38,891 | $2.28M | 0.02% | +3,940+11.3% | Added |
| New Vernon Investment Management LLC | 13,201 | $2.28M | 3.86% | −48,269−78.5% | Reduced |
| Thrivent Financial for Lutherans | 39,405 | $2.31M | 0.00% | +27,609+234.1% | Added |
| Steward Partners Investment Advisory, LLC | 40,044 | $2.34M | 0.02% | +1,307+3.4% | Added |
| New York Life Investment Management LLC | 40,395 | $2.36M | 0.02% | +369+0.9% | Added |
| Tealwood Asset Management Inc | 41,042 | $2.40M | 0.99% | +585+1.4% | Added |
| WBI Investments | 41,156 | $2.41M | 0.60% | −26,456−39.1% | Reduced |
| CIBC World Markets Inc. | 41,465 | $2.43M | 0.01% | +41,465 | New |
| Franklin Resources Inc | 41,620 | $2.44M | 0.00% | −103−0.2% | Reduced |
| MML Investors Services, LLC | 41,709 | $2.44M | 0.01% | +2,674+6.9% | Added |
| STRS Ohio | 42,073 | $2.46M | 0.01% | +4,503+12.0% | Added |
| Xponance, Inc. | 42,144 | $2.47M | 0.02% | +717+1.7% | Added |
| Ostrum Asset Management | 42,156 | $2.47M | 0.21% | −1,731−3.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 42,948 | $2.51M | 0.02% | +42,948 | New |
| Caldwell Trust Co | 43,161 | $2.53M | 0.26% | 00.0% | Unchanged |
| Captrust Financial Advisors | 43,248 | $2.53M | 0.01% | +4,159+10.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 43,346 | $2.54M | 0.10% | −1,244−2.8% | Reduced |
| USS Investment Management Ltd | 43,414 | $2.54M | 0.02% | −13,693−24.0% | Reduced |
| TD Private Client Wealth LLC | 43,458 | $2.54M | 0.07% | −1,128−2.5% | Reduced |
| CIBC Private Wealth Group, LLC | 43,860 | $2.55M | 0.00% | +688+1.6% | Added |
| TownSquare Capital, LLC | 45,223 | $2.65M | 0.03% | +7,402+19.6% | Added |
| Quest Partners LLC | 46,208 | $2.70M | 0.36% | +35,460+329.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 47,587 | $2.76M | 0.03% | +6,934+17.1% | Added |