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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 87,697 | $5.13M | 0.02% | −40,605−31.6% | Reduced |
| Otter Creek Advisors, LLC | 87,165 | $5.10M | 3.51% | −12,118−12.2% | Reduced |
| Interval Partners, LP | 86,908 | $5.09M | 0.13% | +86,908 | New |
| Butensky & Cohen Financial Security, Inc | 86,349 | $5.05M | 1.59% | +300+0.3% | Added |
| Standard Life Aberdeen plc | 85,329 | $4.97M | 0.01% | −26,824−23.9% | Reduced |
| DekaBank Deutsche Girozentrale | 85,269 | $4.96M | 0.01% | 00.0% | Unchanged |
| Annandale Capital, LLC | 82,279 | $4.82M | 0.95% | 00.0% | Unchanged |
| PGGM Investments | 82,195 | $4.81M | 0.06% | 00.0% | Unchanged |
| State of Michigan Retirement System | 81,719 | $4.78M | 0.02% | −200−0.2% | Reduced |
| AXA S.A. | 81,130 | $4.75M | 0.01% | +18,705+30.0% | Added |
| Bessemer Group Inc | 80,802 | $4.73M | 0.01% | +1,026+1.3% | Added |
| Quantinno Capital Management LP | 79,614 | $4.66M | 0.05% | +48,104+152.7% | Added |
| MetLife Investment Management | 79,550 | $4.66M | 0.03% | +1,500+1.9% | Added |
| The PNC Financial Services Group, Inc. | 79,323 | $4.64M | 0.00% | −934−1.2% | Reduced |
| Public Sector Pension Investment Board | 78,137 | $4.57M | 0.02% | +25,639+48.8% | Added |
| Creative Planning | 76,275 | $4.46M | 0.00% | +2,302+3.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 76,036 | $4.45M | 0.01% | +39,112+105.9% | Added |
| ProShare Advisors LLC | 75,633 | $4.43M | 0.01% | +5,514+7.9% | Added |
| ExodusPoint Capital Management, LP | 75,017 | $4.39M | 0.05% | +24,207+47.6% | Added |
| Corebridge Financial, Inc. | 73,989 | $4.33M | 0.02% | −605−0.8% | Reduced |
| Colony Group, LLC | 73,375 | $4.29M | 0.01% | +60,554+472.3% | Added |
| Capstone Investment Advisors, LLC | 70,855 | $4.15M | 0.04% | +64,676+1,046.7% | Added |
| Tobam | 69,905 | $4.09M | 1.25% | −22,119−24.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 68,376 | $4.00M | 0.01% | +2,729+4.2% | Added |
| Czech National Bank | 65,273 | $3.82M | 0.04% | +4,031+6.6% | Added |
| Retirement Systems of Alabama | 65,179 | $3.81M | 0.01% | −88−0.1% | Reduced |
| Independent Advisor Alliance | 65,101 | $3.81M | 0.05% | +2,382+3.8% | Added |
| Mackenzie Financial Corp | 64,642 | $3.78M | 0.01% | −6,907−9.7% | Reduced |
| Asset Management Group, Inc. | 64,568 | $3.78M | 0.67% | +86+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 64,011 | $3.75M | 0.02% | −1,434−2.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 63,750 | $3.73M | 0.01% | +50,361+376.1% | Added |
| Pathstone Holdings, LLC | 62,733 | $3.67M | 0.02% | +25,876+70.2% | Added |
| Robeco Institutional Asset Management B.V. | 62,546 | $3.66M | 0.01% | −84,506−57.5% | Reduced |
| First Hawaiian Bank | 62,515 | $3.66M | 0.12% | −6,755−9.8% | Reduced |
| Forsta Ap-Fonden | 60,950 | $3.57M | 0.03% | −62,800−50.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 60,750 | $3.56M | 0.03% | 00.0% | Unchanged |
| DnB Asset Management AS | 60,566 | $3.54M | 0.02% | +1,435+2.4% | Added |
| Baxter Bros Inc | 60,445 | $3.54M | 0.46% | +10,091+20.0% | Added |
| Aurdan Capital Management, LLC | 60,390 | $3.53M | 1.36% | +60,390 | New |
| Advisory Services Network, LLC | 59,902 | $3.51M | 0.07% | +19,900+49.7% | Added |
| State of Alaska, Department of Revenue | 59,818 | $3.50M | 0.04% | −615−1.0% | Reduced |
| Amalgamated Bank | 59,245 | $3.47M | 0.03% | +469+0.8% | Added |
| Daiwa Securities Group Inc. | 59,007 | $3.45M | 0.02% | −108−0.2% | Reduced |
| British Columbia Investment Management Corp | 58,296 | $3.41M | 0.02% | +7,110+13.9% | Added |
| Qsemble Capital Management, LP | 57,473 | $3.36M | 0.45% | +57,473 | New |
| Fieldview Capital Management, LLC | 56,918 | $3.33M | 0.51% | +56,918 | New |
| Prudential PLC | 56,418 | $3.30M | 0.02% | −57,332−50.4% | Reduced |
| Cetera Investment Advisers | 56,253 | $3.29M | 0.01% | +9,534+20.4% | Added |
| Elevate Capital Advisors, LLC | 56,110 | $3.28M | 2.89% | +56,110 | New |
| KLCM Advisors, Inc. | 54,523 | $3.19M | 0.37% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 54,117 | $3.17M | 0.03% | +7,084+15.1% | Added |
| Dean Investment Associates, LLC | 53,938 | $3.16M | 0.45% | +2,337+4.5% | Added |
| IFM Investors Pty Ltd | 53,478 | $3.13M | 0.03% | −3,827−6.7% | Reduced |
| Patton Fund Management, Inc. | 53,341 | $3.12M | 0.61% | −9,353−14.9% | Reduced |
| Griffin Asset Management, Inc. | 53,218 | $3.11M | 0.37% | 00.0% | Unchanged |
| Fairman Group, LLC | 53,087 | $3.11M | 2.56% | −17,000−24.3% | Reduced |
| EP Wealth Advisors, LLC | 51,558 | $3.02M | 0.02% | −14,178−21.6% | Reduced |
| Alamar Capital Management, LLC | 51,539 | $3.02M | 1.65% | −2,450−4.5% | Reduced |
| Illumine Investment Management, LLC | 51,500 | $3.01M | 2.48% | +51,500 | New |
| Intrepid Capital Management Inc | 51,412 | $3.01M | 1.53% | +13,313+34.9% | Added |
| Advisor Group Holdings, Inc. | 50,953 | $2.98M | 0.01% | +17,837+53.9% | Added |
| Ameritas Investment Partners, Inc. | 50,615 | $2.96M | 0.10% | −137−0.3% | Reduced |
| Brighton Jones LLC | 50,503 | $2.96M | 0.09% | +21,737+75.6% | Added |
| CHB Investment Group, LLC | 50,385 | $2.95M | 1.60% | −386−0.8% | Reduced |
| Agf Management Ltd | 50,054 | $2.93M | 0.01% | −12,133−19.5% | Reduced |
| CIBC Asset Management Inc | 49,971 | $2.92M | 0.01% | +2,209+4.6% | Added |
| Utah Retirement Systems | 48,601 | $2.84M | 0.03% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 48,432 | $2.83M | 1.83% | −837−1.7% | Reduced |
| Tredje AP-fonden | 48,165 | $2.82M | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 48,136 | $2.82M | 0.01% | −3,183−6.2% | Reduced |
| Cumberland Partners Ltd | 48,035 | $2.81M | 0.20% | +13,000+37.1% | Added |
| Sepio Capital, LP | 47,901 | $2.80M | 0.22% | −756−1.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 47,901 | $2.80M | 0.23% | +120.0% | Added |
| Walleye Capital LLC | 47,679 | $2.79M | 0.03% | +23,017+93.3% | Added |
| CIBC World Markets Corp | 47,653 | $2.79M | 0.02% | −10,932−18.7% | Reduced |
| Belpointe Asset Management LLC | 46,434 | $2.77M | 0.17% | −135−0.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 47,587 | $2.76M | 0.03% | +6,934+17.1% | Added |
| Quest Partners LLC | 46,208 | $2.70M | 0.36% | +35,460+329.9% | Added |
| TownSquare Capital, LLC | 45,223 | $2.65M | 0.03% | +7,402+19.6% | Added |
| CIBC Private Wealth Group, LLC | 43,860 | $2.55M | 0.00% | +688+1.6% | Added |
| TD Private Client Wealth LLC | 43,458 | $2.54M | 0.07% | −1,128−2.5% | Reduced |
| USS Investment Management Ltd | 43,414 | $2.54M | 0.02% | −13,693−24.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 43,346 | $2.54M | 0.10% | −1,244−2.8% | Reduced |
| Captrust Financial Advisors | 43,248 | $2.53M | 0.01% | +4,159+10.6% | Added |
| Caldwell Trust Co | 43,161 | $2.53M | 0.26% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 42,948 | $2.51M | 0.02% | +42,948 | New |
| Ostrum Asset Management | 42,156 | $2.47M | 0.21% | −1,731−3.9% | Reduced |
| Xponance, Inc. | 42,144 | $2.47M | 0.02% | +717+1.7% | Added |
| STRS Ohio | 42,073 | $2.46M | 0.01% | +4,503+12.0% | Added |
| MML Investors Services, LLC | 41,709 | $2.44M | 0.01% | +2,674+6.9% | Added |
| Franklin Resources Inc | 41,620 | $2.44M | 0.00% | −103−0.2% | Reduced |
| CIBC World Markets Inc. | 41,465 | $2.43M | 0.01% | +41,465 | New |
| WBI Investments | 41,156 | $2.41M | 0.60% | −26,456−39.1% | Reduced |
| Tealwood Asset Management Inc | 41,042 | $2.40M | 0.99% | +585+1.4% | Added |
| New York Life Investment Management LLC | 40,395 | $2.36M | 0.02% | +369+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 40,044 | $2.34M | 0.02% | +1,307+3.4% | Added |
| Thrivent Financial for Lutherans | 39,405 | $2.31M | 0.00% | +27,609+234.1% | Added |
| New Vernon Investment Management LLC | 13,201 | $2.28M | 3.86% | −48,269−78.5% | Reduced |
| UniSuper Management Pty Ltd | 38,891 | $2.28M | 0.02% | +3,940+11.3% | Added |
| Agate Pass Investment Management, LLC | 38,243 | $2.24M | 1.01% | +485+1.3% | Added |