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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 9,693 | $567.2K | 0.00% | +1,074+12.5% | Added |
| Machina Capital S.A.S. | 9,658 | $565.2K | 0.24% | +9,658 | New |
| Tokio Marine Asset Management Co Ltd | 9,649 | $564.7K | 0.02% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 9,627 | $563.4K | 0.56% | +21+0.2% | Added |
| Merit Financial Group, LLC | 9,571 | $560.1K | 0.01% | +9,571 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,559 | $559.4K | 0.01% | +31+0.3% | Added |
| King Luther Capital Management Corp | 9,475 | $554.5K | 0.00% | −412−4.2% | Reduced |
| Matrix Private Capital Group LLC | 9,458 | $553.5K | 0.32% | 00.0% | Unchanged |
| Geller Advisors LLC | 9,430 | $551.8K | 0.04% | +9,430 | New |
| Washington Capital Management Inc | 9,400 | $550.1K | 0.43% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 9,358 | $547.6K | 0.04% | +681+7.8% | Added |
| Greenwood Capital Associates LLC | 9,332 | $546.1K | 0.07% | −952−9.3% | Reduced |
| Skba Capital Management LLC | 9,327 | $545.8K | 0.09% | +400+4.5% | Added |
| Applied Finance Capital Management, LLC | 9,305 | $544.5K | 0.02% | +9,305 | New |
| Coldstream Capital Management Inc | 9,280 | $543.0K | 0.01% | +1,874+25.3% | Added |
| Snowden Capital Advisors LLC | 9,270 | $542.5K | 0.02% | −170−1.8% | Reduced |
| CAPROCK Group, Inc. | 9,255 | $541.6K | 0.02% | +3,078+49.8% | Added |
| Advisor OS, LLC | 9,150 | $535.4K | 0.06% | −6,968−43.2% | Reduced |
| Transatlantique Private Wealth LLC | 9,137 | $534.7K | 0.20% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 9,096 | $532.0K | 0.28% | 00.0% | Unchanged |
| Blair William & Co | 9,090 | $531.9K | 0.00% | −402−4.2% | Reduced |
| Virtu Financial LLC | 8,965 | $525.0K | 0.03% | +4,061+82.8% | Added |
| HRT Financial LP | 8,948 | $523.0K | 0.00% | −210,999−95.9% | Reduced |
| Aptus Capital Advisors, LLC | 8,878 | $519.5K | 0.01% | +4,934+125.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,897 | $519.5K | 0.01% | +8,897 | New |
| Quantbot Technologies LP | 8,814 | $515.8K | 0.02% | −12,078−57.8% | Reduced |
| Eqis Capital Management, Inc. | 8,782 | $513.9K | 0.04% | +261+3.1% | Added |
| Oak Thistle LLC | 8,725 | $510.6K | 0.15% | +4,944+130.8% | Added |
| IFC Advisors LLC | 8,633 | $505.2K | 0.11% | +8,633 | New |
| EverSource Wealth Advisors, LLC | 8,616 | $504.2K | 0.03% | +355+4.3% | Added |
| Investment Management Corp of Ontario | 8,501 | $497.5K | 0.02% | −1,700−16.7% | Reduced |
| Fort Washington Investment Advisors Inc | 8,438 | $493.8K | 0.00% | −797−8.6% | Reduced |
| Fifth Third Bancorp | 8,384 | $490.6K | 0.00% | −658−7.3% | Reduced |
| Wealth Alliance | 8,359 | $489.2K | 0.06% | +108+1.3% | Added |
| Heritage Family Offices, LLP | 8,346 | $488.4K | 0.24% | +113+1.4% | Added |
| Genesis Private Wealth, LLC | 8,037 | $470.3K | 0.26% | +8,037 | New |
| Jump Financial, LLC | 8,025 | $469.6K | 0.01% | −873−9.8% | Reduced |
| DORVAL Corp | 8,015 | $469.0K | 0.19% | +22+0.3% | Added |
| Level Four Advisory Services, LLC | 7,923 | $463.7K | 0.02% | +11+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,874 | $460.8K | 0.02% | +52+0.7% | Added |
| Baird Financial Group, Inc. | 7,856 | $459.7K | 0.00% | +1,102+16.3% | Added |
| Brown Advisory Inc | 7,797 | $456.3K | 0.00% | +13+0.2% | Added |
| Wedmont Private Capital | 8,038 | $455.8K | 0.02% | +181+2.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,733 | $452.5K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 7,716 | $451.5K | 0.09% | −2,856−27.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,715 | $451.5K | 0.11% | +7,715 | New |
| Ritholtz Wealth Management | 7,644 | $447.3K | 0.01% | +12+0.2% | Added |
| Greenleaf Trust | 7,641 | $447.2K | 0.00% | +63+0.8% | Added |
| GAMMA Investing LLC | 7,627 | $446.3K | 0.04% | +1,888+32.9% | Added |
| Bard Financial Services, Inc. | 7,590 | $444.2K | 0.05% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 7,521 | $440.1K | 0.15% | +7,521 | New |
| Sage Capital Advisors,llc | 7,500 | $438.9K | 0.11% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7,430 | $434.8K | 0.04% | +665+9.8% | Added |
| Meitav Dash Investments Ltd | 7,425 | $434.5K | 0.01% | 00.0% | Unchanged |
| Tufton Capital Management | 7,425 | $434.5K | 0.08% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 7,379 | $431.8K | 0.20% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 7,336 | $429.3K | 0.14% | +7,336 | New |
| Stevens Capital Management LP | 7,232 | $423.0K | 0.17% | +3,620+100.2% | Added |
| Guggenheim Capital LLC | 7,105 | $415.8K | 0.00% | +616+9.5% | Added |
| Principal Securities, Inc. | 6,954 | $407.0K | 0.01% | +2,474+55.2% | Added |
| Brown Brothers Harriman & Co | 6,886 | $403.0K | 0.00% | +1,313+23.6% | Added |
| Wealth Advisors of Iowa, LLC | 6,882 | $402.7K | 0.20% | −90−1.3% | Reduced |
| Naples Global Advisors, LLC | 6,838 | $400.2K | 0.04% | −500−6.8% | Reduced |
| Investment Partners Asset Management, Inc. | 6,750 | $395.0K | 0.31% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 6,744 | $394.7K | 0.03% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 6,708 | $392.6K | 0.26% | −135−2.0% | Reduced |
| Equitable Holdings, Inc. | 6,706 | $392.4K | 0.00% | +2,622+64.2% | Added |
| Diligent Investors, LLC | 6,648 | $389.0K | 0.09% | −100−1.5% | Reduced |
| Schechter Investment Advisors, LLC | 6,622 | $387.5K | 0.03% | −96−1.4% | Reduced |
| Sagespring Wealth Partners, LLC | 6,609 | $386.8K | 0.01% | +6,609 | New |
| United Capital Financial Advisers, LLC | 6,586 | $385.4K | 0.00% | +644+10.8% | Added |
| Private Trust Co NA | 6,563 | $384.1K | 0.04% | +150+2.3% | Added |
| Clear Harbor Asset Management, LLC | 6,454 | $377.7K | 0.03% | +450+7.5% | Added |
| Wealthspire Advisors, LLC | 6,452 | $377.6K | 0.00% | +6,452 | New |
| Keybank National Association | 6,326 | $370.2K | 0.00% | +650+11.5% | Added |
| Carmel Capital Partners, LLC | 6,265 | $366.6K | 0.15% | +78+1.3% | Added |
| Axxcess Wealth Management, LLC | 6,157 | $360.3K | 0.01% | −59−0.9% | Reduced |
| Adviser Investments LLC | 6,142 | $359.4K | 0.00% | +6,142 | New |
| State of Wyoming | 6,136 | $359.1K | 0.05% | +1,929+45.9% | Added |
| Alps Advisors Inc | 6,082 | $355.9K | 0.00% | 00.0% | Unchanged |
| Gibbs Wealth Management | 6,070 | $355.2K | 0.10% | +969+19.0% | Added |
| HB Wealth Management, LLC | 6,066 | $355.0K | 0.00% | +578+10.5% | Added |
| Shell Asset Management Co | 6,019 | $352.0K | 0.02% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 5,991 | $350.6K | 0.03% | +188+3.2% | Added |
| IFP Advisors, Inc | 5,961 | $348.9K | 0.01% | +27+0.5% | Added |
| Romano Brothers and Company | 5,920 | $346.4K | 0.04% | −792−11.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,886 | $344.5K | 0.01% | +6+0.1% | Added |
| Mather Group, LLC. | 5,787 | $338.7K | 0.00% | +100+1.8% | Added |
| Prime Capital Investment Advisors, LLC | 5,753 | $336.7K | 0.00% | +73+1.3% | Added |
| Graham Capital Wealth Management, LLC | 5,677 | $332.2K | 0.29% | 00.0% | Unchanged |
| DRW Securities, LLC | 5,544 | $324.4K | 0.02% | +5,544 | New |
| IFG Advisory, LLC | 5,509 | $322.4K | 0.02% | +5,509 | New |
| RSM US Wealth Management LLC | 5,498 | $321.7K | 0.00% | +813+17.4% | Added |
| Compass Capital Corp | 5,387 | $320.4K | 0.12% | +5,387 | New |
| Peapack Gladstone Financial Corp | 5,462 | $320.0K | 0.00% | +5,462 | New |
| Beacon Financial Group | 5,410 | $316.6K | 0.03% | +3+0.1% | Added |
| Cresset Asset Management, LLC | 5,364 | $313.8K | 0.00% | −13,885−72.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 5,359 | $313.6K | 0.17% | +19+0.4% | Added |
| Simplex Trading, LLC | 5,331 | $311.0K | 0.01% | +5,331 | New |
| Thrive Wealth Management, LLC | 5,313 | $310.9K | 0.06% | −189−3.4% | Reduced |