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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 413,013 | $24.2M | 0.03% | −17,570−4.1% | Reduced |
| Danske Bank A/S | 421,878 | $24.7M | 0.07% | −445,761−51.4% | Reduced |
| Public Employees Retirement Association of Colorado | 424,591 | $24.8M | 0.10% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 427,680 | $25.0M | 0.00% | +352+0.1% | Added |
| Schroder Investment Management Group | 440,273 | $25.8M | 0.02% | +131,059+42.4% | Added |
| Caisse de Depot Et Placement du Quebec | 456,403 | $26.7M | 0.06% | −1,051,354−69.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 469,712 | $27.2M | 0.03% | +22,997+5.1% | Added |
| Russell Investments Group, Ltd. | 471,245 | $27.6M | 0.04% | +4,445+1.0% | Added |
| Jacobs Levy Equity Management, Inc | 516,303 | $30.2M | 0.11% | +169,919+49.1% | Added |
| Wellington Management Group LLP | 519,022 | $30.4M | 0.01% | −234,169−31.1% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 543,015 | $31.8M | 0.51% | +543,015 | New |
| National Pension Service | 558,737 | $32.7M | 0.03% | −33,228−5.6% | Reduced |
| Rhumbline Advisers | 584,951 | $34.2M | 0.03% | −18,710−3.1% | Reduced |
| TD Asset Management Inc | 612,008 | $35.8M | 0.03% | +69,127+12.7% | Added |
| Nuveen Asset Management, LLC | 625,584 | $36.6M | 0.01% | −415−0.1% | Reduced |
| BNP Paribas Arbitrage, SA | 628,670 | $36.8M | 0.03% | −33,289−5.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 640,573 | $37.5M | 6.68% | −10,690−1.6% | Reduced |
| APG Asset Management N.V. | 677,150 | $38.3M | 0.11% | −458,860−40.4% | Reduced |
| American Century Companies Inc | 681,137 | $39.9M | 0.02% | +118,020+21.0% | Added |
| Teacher Retirement System of Texas | 711,741 | $41.7M | 0.15% | +224,805+46.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 738,051 | $43.2M | 0.03% | +579+0.1% | Added |
| First Trust Advisors LP | 746,012 | $43.7M | 0.04% | −3,246,086−81.3% | Reduced |
| BloombergSen Inc. | 762,399 | $44.6M | 3.87% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 812,263 | $47.5M | 0.04% | −71,833−8.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 816,398 | $47.8M | 0.12% | −117,487−12.6% | Reduced |
| Natixis Advisors, L.P. | 835,963 | $48.9M | 0.09% | +60,534+7.8% | Added |
| Swiss National Bank | 860,062 | $50.3M | 0.03% | −51,000−5.6% | Reduced |
| Stifel Financial Corp | 889,563 | $52.1M | 0.05% | +121,770+15.9% | Added |
| Millennium Management LLC | 906,070 | $53.0M | 0.05% | +1,444+0.2% | Added |
| Victory Capital Management Inc | 914,448 | $53.5M | 0.05% | −106,785−10.5% | Reduced |
| Boston Financial Mangement LLC | 981,162 | $57.4M | 1.74% | −6,661−0.7% | Reduced |
| Maren Capital LLC | 1,005,195 | $58.8M | 4.49% | +32,008+3.3% | Added |
| Parnassus Investments | 1,060,467 | $62.1M | 0.14% | −73,747−6.5% | Reduced |
| Barclays PLC | 1,074,435 | $62.9M | 0.03% | −395,173−26.9% | Reduced |
| Deutsche Bank AG | 1,096,783 | $64.2M | 0.03% | +250,935+29.7% | Added |
| Brandes Investment Partners, LP | 1,103,658 | $64.6M | 0.72% | +38,170+3.6% | Added |
| Dundas Partners LLP | 1,123,310 | $65.7M | 4.61% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 1,128,378 | $66.0M | 3.04% | +1,128,378 | New |
| Anchor Capital Advisors LLC | 1,295,793 | $75.8M | 2.16% | −62,502−4.6% | Reduced |
| AQR Capital Management LLC | 1,301,692 | $76.2M | 0.10% | +191,101+17.2% | Added |
| Confluence Investment Management LLC | 1,336,426 | $78.2M | 1.08% | −26,869−2.0% | Reduced |
| EULAV Asset Management | 1,420,464 | $83.1M | 2.00% | −144,426−9.2% | Reduced |
| HSBC Holdings PLC | 1,421,032 | $83.1M | 0.05% | +43,940+3.2% | Added |
| California Public Employees Retirement System | 1,435,630 | $84.0M | 0.06% | −47,235−3.2% | Reduced |
| Amundi | 1,477,932 | $85.9M | 0.03% | +444,986+43.1% | Added |
| Truist Financial Corp | 1,469,331 | $86.0M | 0.13% | +193,640+15.2% | Added |
| Envestnet Asset Management Inc | 1,519,791 | $88.9M | 0.03% | +194,001+14.6% | Added |
| Raymond James Financial Inc | 1,532,660 | $89.7M | 0.03% | +1,532,660 | New |
| Chilton Investment Co LLC | 1,578,321 | $92.4M | 2.37% | +161,583+11.4% | Added |
| Madison Asset Management, LLC | 1,682,258 | $98.4M | 1.11% | +128,322+8.3% | Added |
| Madison Investment Advisors, LLC | 1,682,258 | $98.4M | 1.11% | +1,682,258 | New |
| UBS Group AG | 1,704,964 | $99.8M | 0.02% | −683,476−28.6% | Reduced |
| Royal Bank of Canada | 1,773,732 | $103.8M | 0.02% | +96,769+5.8% | Added |
| Charles Schwab Investment Management Inc | 1,796,835 | $105.2M | 0.02% | +50,751+2.9% | Added |
| Legal & General Group Plc | 1,914,604 | $112.0M | 0.03% | −63,636−3.2% | Reduced |
| Bank of New York Mellon Corp | 1,947,045 | $113.9M | 0.02% | −350,230−15.2% | Reduced |
| Goldman Sachs Group Inc | 2,148,107 | $125.7M | 0.02% | +669,329+45.3% | Added |
| UBS Asset Management Americas Inc | 2,487,097 | $145.5M | 0.03% | +455,311+22.4% | Added |
| 1832 Asset Management L.P. | 2,833,983 | $165.8M | 0.30% | −57,049−2.0% | Reduced |
| Wells Fargo & Company | 2,869,705 | $167.9M | 0.04% | +104,479+3.8% | Added |
| Polar Capital Holdings Plc | 2,925,000 | $171.2M | 0.96% | 00.0% | Unchanged |
| Bank of America Corp | 2,949,573 | $172.6M | 0.02% | −189,920−6.0% | Reduced |
| Dimensional Fund Advisors LP | 3,119,322 | $182.5M | 0.04% | +76,349+2.5% | Added |
| Northern Trust Corp | 3,279,690 | $191.9M | 0.03% | +560,370+20.6% | Added |
| Principal Financial Group Inc | 4,121,968 | $241.2M | 0.13% | +447,797+12.2% | Added |
| Invesco Ltd. | 4,553,016 | $266.4M | 0.05% | +231,545+5.4% | Added |
| Norges Bank | 4,657,926 | $272.6M | 0.04% | −270,830−5.5% | Reduced |
| Manufacturers Life Insurance Company, The | 4,787,361 | $280.2M | 0.24% | +632,578+15.2% | Added |
| JPMorgan Chase & Co | 7,093,271 | $415.1M | 0.03% | −273,153−3.7% | Reduced |
| Geode Capital Management, LLC | 7,694,703 | $449.2M | 0.03% | +103,350+1.4% | Added |
| Janus Henderson Group PLC | 9,957,020 | $582.7M | 0.30% | −1,364,938−12.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11,722,476 | $686.0M | 1.58% | +116,957+1.0% | Added |
| State Street Corp | 15,109,980 | $884.2M | 0.03% | −11,021−0.1% | Reduced |
| Morgan Stanley | 18,365,243 | $1.07B | 0.08% | −1,663,796−8.3% | Reduced |
| BlackRock, Inc. | 24,360,966 | $1.43B | 0.03% | +1,004,382+4.3% | Added |
| Vanguard Group Inc | 36,436,473 | $2.13B | 0.04% | +529,294+1.5% | Added |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −216,973−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −73,914−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −61,451−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −48,462−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −156,779−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −39,879−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −36,864−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −25,474−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −18,603−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −15,248−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −15,155−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −11,099−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,442−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −10,128−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −9,928−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −9,717−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,505−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −8,901−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −7,005−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,693−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −6,619−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −12,496−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −5,921−100.0% | Sold out |