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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 37,770 | $2.21M | 0.14% | +706+1.9% | Added |
| Yousif Capital Management, LLC | 37,526 | $2.20M | 0.02% | −1,412−3.6% | Reduced |
| Nissay Asset Management Corp | 37,183 | $2.19M | 0.01% | −169−0.5% | Reduced |
| Mutual of America Capital Management LLC | 36,065 | $2.11M | 0.02% | −957−2.6% | Reduced |
| Verition Fund Management LLC | 35,965 | $2.10M | 0.01% | −29,208−44.8% | Reduced |
| Entropy Technologies, LP | 35,366 | $2.07M | 0.21% | +16,495+87.4% | Added |
| Ethic Inc. | 34,313 | $2.01M | 0.04% | +9,730+39.6% | Added |
| Illinois Municipal Retirement Fund | 34,099 | $2.00M | 0.03% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,009 | $1.99M | 0.02% | +787+2.4% | Added |
| Elm3 Financial Group, LLC | 33,489 | $1.96M | 1.67% | +33,489 | New |
| Aurora Investment Counsel | 32,976 | $1.93M | 1.06% | −1,088−3.2% | Reduced |
| Willow Creek Wealth Management Inc. | 32,892 | $1.92M | 0.20% | +20.0% | Added |
| Old Mission Capital LLC | 32,012 | $1.87M | 0.04% | +32,012 | New |
| Scotia Capital Inc. | 31,733 | $1.86M | 0.01% | +6,751+27.0% | Added |
| Insight Inv LLC | 31,662 | $1.85M | 1.29% | +956+3.1% | Added |
| Manchester Financial Inc | 31,633 | $1.85M | 0.41% | −18,035−36.3% | Reduced |
| Leavell Investment Management, Inc. | 31,342 | $1.83M | 0.09% | +110+0.4% | Added |
| Empowered Funds, LLC | 30,977 | $1.81M | 0.03% | −195−0.6% | Reduced |
| Elo Mutual Pension Insurance Co | 30,666 | $1.79M | 0.04% | +3,528+13.0% | Added |
| Citizens National Bank Trust Department | 30,269 | $1.77M | 0.37% | −2,341−7.2% | Reduced |
| JustInvest LLC | 29,938 | $1.75M | 0.03% | +2,624+9.6% | Added |
| Dean Capital Management | 29,734 | $1.74M | 0.74% | +388+1.3% | Added |
| Lecap Asset Management Ltd | 29,432 | $1.72M | 0.47% | +29,432 | New |
| Applied Capital LLC | 29,400 | $1.72M | 1.35% | −112−0.4% | Reduced |
| Macquarie Group Ltd | 40,846 | $1.71M | 0.00% | +12,891+46.1% | Added |
| Resources Management Corp | 29,157 | $1.71M | 0.23% | +890+3.1% | Added |
| Two Sigma Investments, LP | 28,915 | $1.69M | 0.00% | −10,653−26.9% | Reduced |
| Neuberger Berman Group LLC | 28,674 | $1.68M | 0.00% | −8,046−21.9% | Reduced |
| Ieq Capital, LLC | 28,619 | $1.67M | 0.02% | +18,677+187.9% | Added |
| Mizuho Securities USA LLC | 28,532 | $1.67M | 0.03% | +9,037+46.4% | Added |
| Tower Research Capital LLC (TRC) | 28,241 | $1.65M | 0.03% | +12,521+79.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,035 | $1.64M | 0.01% | −910−3.1% | Reduced |
| Achmea Investment Management B.V. | 27,546 | $1.61M | 0.03% | +2,888+11.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,289 | $1.61M | 0.01% | +6,786+33.1% | Added |
| LRT Capital Management, LLC | 27,464 | $1.61M | 1.26% | +7,751+39.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 27,346 | $1.60M | 0.11% | +2,886+11.8% | Added |
| Toroso Investments, LLC | 27,071 | $1.58M | 0.01% | −21,778−44.6% | Reduced |
| Delphi Management Inc | 27,049 | $1.58M | 1.53% | +158+0.6% | Added |
| SeaBridge Investment Advisors LLC | 27,044 | $1.58M | 0.33% | +1,263+4.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 26,459 | $1.55M | 0.01% | +284+1.1% | Added |
| Fox Run Management, L.L.C. | 26,059 | $1.52M | 0.28% | +22,026+546.1% | Added |
| Avanza Fonder AB | 26,044 | $1.52M | 0.05% | +26,044 | New |
| JT Stratford LLC | 26,020 | $1.52M | 0.25% | +1,226+4.9% | Added |
| Buckingham Strategic Partners | 25,911 | $1.52M | 0.03% | +914+3.7% | Added |
| Oregon Public Employees Retirement Fund | 25,770 | $1.51M | 0.03% | +30+0.1% | Added |
| Crossmark Global Holdings, Inc. | 25,428 | $1.49M | 0.03% | −654−2.5% | Reduced |
| Nordea Investment Management AB | 25,098 | $1.47M | 0.00% | +1,479+6.3% | Added |
| Grace & White Inc | 24,869 | $1.46M | 0.27% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 24,427 | $1.43M | 0.02% | −279−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 24,435 | $1.43M | 0.04% | −266−1.1% | Reduced |
| Cypress Advisory Group LLC | 24,385 | $1.43M | 1.31% | +24,385 | New |
| Kovitz Investment Group Partners, LLC | 24,317 | $1.42M | 0.01% | +484+2.0% | Added |
| Pacer Advisors, Inc. | 24,075 | $1.41M | 0.00% | +1,255+5.5% | Added |
| Elgethun Capital Management | 24,062 | $1.41M | 0.34% | +20.0% | Added |
| D.A. Davidson & Co. | 24,045 | $1.41M | 0.01% | +13+0.1% | Added |
| Two Sigma Advisers, LP | 24,025 | $1.41M | 0.00% | +20,400+562.8% | Added |
| Balyasny Asset Management LLC | 24,022 | $1.41M | 0.00% | +24,022 | New |
| Personal Cfo Solutions, LLC | 23,945 | $1.40M | 0.28% | +14+0.1% | Added |
| Ossiam | 23,790 | $1.39M | 0.02% | +4,128+21.0% | Added |
| Pensionfund Sabic | 23,750 | $1.39M | 0.37% | +4,000+20.3% | Added |
| Catalyst Funds Management Pty Ltd | 23,600 | $1.38M | 0.34% | +14,400+156.5% | Added |
| Parsons Capital Management Inc | 23,247 | $1.36M | 0.07% | −2,104−8.3% | Reduced |
| Brevan Howard Capital Management LP | 23,239 | $1.36M | 0.03% | −4,637−16.6% | Reduced |
| DF Dent & Co Inc | 23,101 | $1.35M | 0.02% | −2,192−8.7% | Reduced |
| Bleakley Financial Group, LLC | 23,075 | $1.35M | 0.04% | +707+3.2% | Added |
| Campbell & CO Investment Adviser LLC | 23,019 | $1.35M | 0.10% | −82,885−78.3% | Reduced |
| Pullen Investment Management, LLC | 22,954 | $1.34M | 0.87% | +161+0.7% | Added |
| Railway Pension Investments Ltd | 22,950 | $1.34M | 0.02% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 22,912 | $1.34M | 0.43% | 00.0% | Unchanged |
| Pitcairn Co | 22,893 | $1.34M | 0.08% | +22,893 | New |
| Lazard Asset Management LLC | 22,732 | $1.33M | 0.00% | −56,082−71.2% | Reduced |
| Stegent Equity Advisors, Inc. | 22,665 | $1.33M | 1.35% | +661+3.0% | Added |
| Private Advisor Group, LLC | 21,588 | $1.26M | 0.01% | +257+1.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 21,587 | $1.26M | 0.59% | +676+3.2% | Added |
| Waverton Investment Management Ltd | 21,525 | $1.26M | 0.02% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 20,785 | $1.22M | 0.02% | −5,647−21.4% | Reduced |
| Kentucky Retirement Systems | 20,659 | $1.21M | 0.04% | −285−1.4% | Reduced |
| Investment Planning Advisors, Inc. | 20,018 | $1.17M | 0.51% | +6,287+45.8% | Added |
| Parr McKnight Wealth Management Group, LLC | 19,738 | $1.16M | 0.17% | +19,738 | New |
| New Age Alpha Advisors, LLC | 19,730 | $1.15M | 0.05% | +19,730 | New |
| Virtus ETF Advisers LLC | 19,697 | $1.15M | 0.47% | +3,322+20.3% | Added |
| Great Lakes Advisors, LLC | 19,671 | $1.15M | 0.01% | +78+0.4% | Added |
| Callan Family Office, LLC | 19,592 | $1.15M | 0.07% | +19,592 | New |
| Lombard Odier Asset Management (Switzerland) SA | 19,575 | $1.15M | 0.09% | +376+2.0% | Added |
| Keb Asset Management, LLC | 19,285 | $1.13M | 0.32% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 19,440 | $1.10M | 0.09% | +3,598+22.7% | Added |
| Hartford Investment Management Co | 18,721 | $1.10M | 0.04% | −643−3.3% | Reduced |
| Rothschild Investment LLC | 18,699 | $1.09M | 0.07% | +12+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 18,672 | $1.09M | 0.07% | −2,116−10.2% | Reduced |
| Centaurus Financial, Inc. | 18,558 | $1.09M | 0.07% | +93+0.5% | Added |
| CWM Advisors, LLC | 18,532 | $1.08M | 0.12% | −1,389−7.0% | Reduced |
| Kings Path Partners LLC | 18,531 | $1.08M | 0.46% | +18,531 | New |
| Avantax Advisory Services, Inc. | 18,527 | $1.08M | 0.01% | +524+2.9% | Added |
| Gsa Capital Partners LLP | 18,447 | $1.08M | 0.08% | +5,539+42.9% | Added |
| Dynamic Technology Lab Private Ltd | 18,372 | $1.07M | 0.17% | −15,193−45.3% | Reduced |
| Integrated Wealth Concepts LLC | 18,365 | $1.07M | 0.01% | +1,806+10.9% | Added |
| US Bancorp | 18,317 | $1.07M | 0.00% | +773+4.4% | Added |
| Almanack Investment Partners, LLC. | 18,296 | $1.07M | 0.17% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 18,292 | $1.07M | 0.08% | +111+0.6% | Added |
| Ancora Advisors, LLC | 18,095 | $1.06M | 0.02% | +460+2.6% | Added |