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 |
|---|---|---|---|---|---|
| Osterweis Capital Management Inc | 5,290 | $309.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,289 | $309.5K | 0.03% | +188+3.7% | Added |
| ISAM Funds (UK) Ltd | 5,280 | $309.0K | 0.23% | +1,274+31.8% | Added |
| Vontobel Holding Ltd. | 5,231 | $306.1K | 0.00% | +1,671+46.9% | Added |
| Severin Investments, LLC | 5,227 | $305.9K | 0.30% | +5,227 | New |
| Financial Security Advisor, Inc. | 5,224 | $305.7K | 0.08% | +4+0.1% | Added |
| HighPoint Advisor Group LLC | 4,967 | $303.9K | 0.02% | +532+12.0% | Added |
| 111 Capital | 5,187 | $303.5K | 0.06% | +5,187 | New |
| Horizon Advisory Services, Inc. | 5,172 | $302.7K | 0.17% | +5,172 | New |
| Clearstead Advisors, LLC | 5,164 | $302.2K | 0.00% | −116−2.2% | Reduced |
| Private Wealth Advisors | 5,097 | $298.3K | 0.13% | +7+0.1% | Added |
| NDVR, Inc. | 5,088 | $297.8K | 0.28% | +328+6.9% | Added |
| Vestcor Inc | 5,071 | $297.0K | 0.01% | −17,316−77.3% | Reduced |
| Cynosure Management, LLC | 5,061 | $296.2K | 0.04% | −1,419−21.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 5,025 | $294.1K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,973 | $291.0K | 0.02% | −99−2.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,966 | $290.6K | 0.02% | +4,966 | New |
| Ashton Thomas Private Wealth, LLC | 4,924 | $288.2K | 0.01% | +47+1.0% | Added |
| Change Path, LLC | 4,918 | $287.8K | 0.01% | −2,306−31.9% | Reduced |
| Spire Wealth Management | 4,915 | $287.6K | 0.01% | +4,504+1,095.9% | Added |
| IHT Wealth Management, LLC | 4,892 | $286.3K | 0.01% | −2,004−29.1% | Reduced |
| Atomi Financial Group, Inc. | 4,874 | $285.2K | 0.01% | −158−3.1% | Reduced |
| Ingalls & Snyder LLC | 4,778 | $280.0K | 0.01% | −33−0.7% | Reduced |
| GeoWealth Management, LLC | 4,729 | $276.7K | 0.01% | +4,095+645.9% | Added |
| Valeo Financial Advisors, LLC | 4,717 | $276.0K | 0.01% | −5−0.1% | Reduced |
| Vise Technologies, Inc. | 4,693 | $274.6K | 0.02% | +4,693 | New |
| AE Wealth Management LLC | 4,688 | $274.4K | 0.00% | +359+8.3% | Added |
| J.W. Cole Advisors, Inc. | 4,679 | $273.8K | 0.01% | +271+6.1% | Added |
| Fidelis Capital Partners, LLC | 4,598 | $273.7K | 0.03% | −333−6.8% | Reduced |
| Oppenheimer & Co Inc | 4,648 | $272.0K | 0.00% | +512+12.4% | Added |
| Aureus Asset Management, LLC | 4,644 | $271.8K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 4,641 | $271.6K | 0.04% | +429+10.2% | Added |
| Firethorn Wealth Partners, LLC | 4,606 | $269.6K | 0.13% | +32+0.7% | Added |
| Allworth Financial LP | 4,555 | $269.0K | 0.00% | +2,562+128.5% | Added |
| Avestar Capital, LLC | 4,571 | $267.5K | 0.02% | +289+6.7% | Added |
| Signaturefd, LLC | 4,544 | $265.9K | 0.01% | +58+1.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,110 | $265.4K | 0.00% | −1,070−20.7% | Reduced |
| Cornerstone Wealth Management, LLC | 4,506 | $263.7K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,456 | $260.8K | 0.01% | −504−10.2% | Reduced |
| MUFG Securities Americas Inc. | 4,445 | $260.1K | 0.03% | +4,445 | New |
| Nebula Research & Development LLC | 4,429 | $259.2K | 0.03% | −2,030−31.4% | Reduced |
| National Asset Management, Inc. | 4,416 | $258.4K | 0.01% | −230−5.0% | Reduced |
| NorthRock Partners, LLC | 4,399 | $257.4K | 0.01% | +31+0.7% | Added |
| Platform Technology Partners | 4,359 | $255.1K | 0.08% | −1,751−28.7% | Reduced |
| Foundations Investment Advisors, LLC | 4,316 | $252.6K | 0.00% | +148+3.6% | Added |
| Mountain Pacific Investment Advisers Inc | 4,252 | $248.8K | 0.02% | 00.0% | Unchanged |
| Somerset Trust Co | 4,235 | $247.8K | 0.09% | −953−18.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,194 | $245.4K | 0.02% | +64+1.5% | Added |
| Moneta Group Investment Advisors LLC | 4,179 | $244.6K | 0.00% | +130+3.2% | Added |
| Daymark Wealth Partners, LLC | 4,145 | $242.6K | 0.01% | −482−10.4% | Reduced |
| Horizon Investments, LLC | 4,144 | $242.5K | 0.01% | +65+1.6% | Added |
| Apollon Wealth Management, LLC | 4,139 | $242.2K | 0.01% | +54+1.3% | Added |
| Wexford Capital LP | 4,100 | $239.9K | 0.06% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,087 | $239.2K | 0.02% | −22−0.5% | Reduced |
| O'Dell Group, LLC | 4,050 | $237.0K | 0.05% | 00.0% | Unchanged |
| LRI Investments, LLC | 4,016 | $235.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 4,000 | $234.1K | 0.05% | −330−7.6% | Reduced |
| Cornerstone Financial Group, LLC | 3,975 | $232.6K | 0.23% | +3,975 | New |
| Longboard Asset Management, LP | 3,960 | $231.7K | 0.61% | +3,960 | New |
| EntryPoint Capital, LLC | 3,921 | $229.5K | 0.10% | +3,921 | New |
| Woodward Diversified Capital, LLC | 3,916 | $229.2K | 0.17% | −1,018−20.6% | Reduced |
| Gallacher Capital Management LLC | 3,911 | $228.9K | 0.11% | −1,831−31.9% | Reduced |
| Argent Trust Co | 3,880 | $227.1K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,873 | $226.6K | 0.08% | −82−2.1% | Reduced |
| Teza Capital Management LLC | 3,871 | $226.5K | 0.03% | −4,745−55.1% | Reduced |
| Boothbay Fund Management, LLC | 3,830 | $224.1K | 0.01% | +3,830 | New |
| ABLE Financial Group, LLC | 3,799 | $222.3K | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,796 | $222.1K | 0.00% | +35+0.9% | Added |
| Guardian Wealth Advisors, LLC | 3,781 | $221.3K | 0.02% | +54+1.4% | Added |
| BIP Wealth, LLC | 3,775 | $220.9K | 0.01% | −493−11.6% | Reduced |
| Engineers Gate Manager LP | 3,721 | $217.8K | 0.00% | −36,675−90.8% | Reduced |
| Farther Finance Advisors, LLC | 3,714 | $217.3K | 0.01% | +98+2.7% | Added |
| RMB Capital Management, LLC | 3,713 | $217.3K | 0.01% | +36+1.0% | Added |
| Warren Averett Asset Management, LLC | 3,712 | $217.2K | 0.00% | +3,712 | New |
| Smith Shellnut Wilson LLC | 3,709 | $217.1K | 0.10% | −238−6.0% | Reduced |
| Cyr Financial Inc. | 3,685 | $215.6K | 0.20% | −10,213−73.5% | Reduced |
| Fisher Asset Management, LLC | 3,667 | $214.6K | 0.00% | +82+2.3% | Added |
| Chilton Capital Management LLC | 3,667 | $214.6K | 0.01% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 3,646 | $213.4K | 0.05% | +3,646 | New |
| Meeder Advisory Services, Inc. | 3,606 | $211.0K | 0.01% | −213−5.6% | Reduced |
| Harbour Investments, Inc. | 3,589 | $210.0K | 0.01% | +7+0.2% | Added |
| FineMark National Bank & Trust | 3,588 | $210.0K | 0.01% | +3,588 | New |
| Crestwood Advisors Group LLC | 3,574 | $209.2K | 0.00% | +3,574 | New |
| One Wealth Advisors, LLC | 3,553 | $207.9K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,550 | $207.7K | 0.01% | +10.0% | Added |
| Sequoia Financial Advisors, LLC | 3,546 | $207.5K | 0.00% | +3,546 | New |
| CX Institutional | 3,541 | $207.3K | 0.01% | +3,541 | New |
| Trust Asset Management LLC | 3,529 | $206.5K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 3,517 | $205.8K | 0.02% | +3,517 | New |
| Trustmark National Bank Trust Department | 3,514 | $205.6K | 0.02% | +3,514 | New |
| First Nebraska Trust Co | 3,465 | $202.8K | 0.02% | +3,465 | New |
| Significant Wealth Partners LLC | 3,459 | $202.4K | 0.10% | +3,459 | New |
| Citizens Financial Group Inc | 3,430 | $200.7K | 0.00% | +3,430 | New |
| Quadrant Capital Group LLC | 3,361 | $196.7K | 0.01% | −234−6.5% | Reduced |
| Iron Horse Wealth Management, LLC | 3,327 | $194.7K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,306 | $193.5K | 0.00% | +278+9.2% | Added |
| Caldwell Sutter Capital, Inc. | 3,300 | $193.1K | 0.09% | +2,125+180.9% | Added |
| Walleye Trading LLC | 3,287 | $192.4K | 0.00% | +1,917+139.9% | Added |
| Ci Investments Inc. | 3,087 | $181.0K | 0.00% | −9,108−74.7% | Reduced |
| C M Bidwell & Associates Ltd | 3,075 | $179.9K | 0.11% | 00.0% | Unchanged |