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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 3,054 | $178.7K | 0.01% | −53−1.7% | Reduced |
| ORG Wealth Partners, LLC | 3,047 | $178.3K | 0.06% | +437+16.7% | Added |
| Whittier Trust Co | 2,986 | $174.7K | 0.00% | −304−9.2% | Reduced |
| Eagle Bay Advisors LLC | 2,891 | $169.2K | 0.11% | −534−15.6% | Reduced |
| Heritage Wealth Advisors | 2,863 | $167.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,850 | $166.8K | 0.00% | −673−19.1% | Reduced |
| Optimum Investment Advisors | 2,812 | $164.6K | 0.07% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 2,691 | $157.5K | 0.06% | +2,691 | New |
| Jones Financial Companies LLLP | 2,356 | $137.9K | 0.00% | +939+66.3% | Added |
| Federated Hermes, Inc. | 2,212 | $129.4K | 0.00% | +721+48.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $128.4K | 0.01% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 2,173 | $127.2K | 0.07% | +2,173 | New |
| Transamerica Financial Advisors, Inc. | 2,163 | $127.0K | 0.01% | +5+0.2% | Added |
| Penserra Capital Management LLC | 2,143 | $124.0K | 0.00% | +710+49.5% | Added |
| Geneos Wealth Management Inc. | 2,112 | $123.6K | 0.00% | +395+23.0% | Added |
| Proequities, Inc. | 2,048 | $120.9K | 0.01% | +12+0.6% | Added |
| SRS Capital Advisors, Inc. | 2,066 | $120.9K | 0.01% | +1,135+121.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,006 | $117.4K | 0.02% | +2,006 | New |
| JFS Wealth Advisors, LLC | 1,911 | $111.8K | 0.01% | +16+0.8% | Added |
| Acadian Asset Management LLC | 1,905 | $111.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,731 | $101.3K | 0.00% | −5−0.3% | Reduced |
| St. Johns Investment Management Company, LLC | 1,687 | $98.7K | 0.05% | 00.0% | Unchanged |
| Eastern Bank | 1,626 | $95.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,602 | $93.7K | 0.00% | +149+10.3% | Added |
| AlphaCentric Advisors LLC | 1,601 | $93.7K | 0.09% | −87−5.2% | Reduced |
| Anchor Investment Management, LLC | 1,545 | $90.4K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,494 | $87.9K | 0.00% | +19+1.3% | Added |
| First Pacific Financial | 1,496 | $87.5K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 1,433 | $83.9K | 0.02% | +1,041+265.6% | Added |
| Aster Capital Management (DIFC) Ltd | 1,432 | $83.8K | 0.03% | −2,240−61.0% | Reduced |
| Pinnacle Financial Partners Inc | 1,467 | $83.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,418 | $83.0K | 0.08% | +1,418 | New |
| R Squared Ltd | 1,400 | $81.9K | 0.08% | +1,400 | New |
| Huntington National Bank | 1,378 | $80.6K | 0.00% | −178−11.4% | Reduced |
| Fortitude Family Office, LLC | 1,353 | $79.2K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,350 | $79.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,363 | $79.0K | 0.05% | +131+10.6% | Added |
| Newbridge Financial Services Group, Inc. | 1,342 | $78.5K | 0.02% | +1,342 | New |
| Tortoise Investment Management, LLC | 1,313 | $76.8K | 0.01% | +540+69.9% | Added |
| Quent Capital, LLC | 1,285 | $75.2K | 0.01% | +3+0.2% | Added |
| Westpac Banking Corp | 1,257 | $73.6K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,207 | $70.6K | 0.01% | −3,415−73.9% | Reduced |
| Massmutual Trust Co FSB | 1,187 | $69.5K | 0.00% | +94+8.6% | Added |
| Whittier Trust Co of Nevada Inc | 1,180 | $69.1K | 0.00% | −8−0.7% | Reduced |
| Mascoma Wealth Management LLC | 1,170 | $68.5K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,141 | $67.0K | 0.03% | −186−14.0% | Reduced |
| Criterion Capital Advisors, LLC | 845 | $66.4K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,117 | $65.4K | 0.01% | +763+215.5% | Added |
| Evermay Wealth Management LLC | 1,110 | $65.0K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,100 | $64.4K | 0.00% | −200−15.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,056 | $62.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,048 | $61.3K | 0.01% | −80−7.1% | Reduced |
| Adalta Capital Management LLC | 1,045 | $61.2K | 0.03% | +1,045 | New |
| TD Waterhouse Canada Inc. | 1,016 | $59.4K | 0.00% | −61−5.7% | Reduced |
| Duncker Streett & Co Inc | 1,012 | $59.2K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,012 | $59.2K | 0.05% | +1,012 | New |
| Davis Capital Management | 958 | $56.1K | 0.05% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 931 | $54.5K | 0.12% | +1+0.1% | Added |
| Creative Financial Designs Inc | 886 | $51.8K | 0.00% | +85+10.6% | Added |
| Manchester Capital Management LLC | 858 | $50.2K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 857 | $50.2K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 851 | $49.8K | 0.01% | +10+1.2% | Added |
| Raleigh Capital Management Inc. | 835 | $48.8K | 0.02% | −8−0.9% | Reduced |
| Pinnacle Bancorp, Inc. | 829 | $48.5K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 822 | $48.1K | 0.01% | +365+79.9% | Added |
| Coastline Trust Co | 821 | $48.0K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 816 | $47.8K | 0.06% | +816 | New |
| Catalyst Capital Advisors LLC | 726 | $42.5K | 0.00% | +726 | New |
| PFS Partners, LLC | 726 | $42.5K | 0.02% | +7+1.0% | Added |
| Hoese & Co LLP | 675 | $39.5K | 0.03% | 00.0% | Unchanged |
| Trust Co | 657 | $38.4K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 628 | $36.8K | 0.03% | +628 | New |
| Armstrong Advisory Group, Inc | 619 | $36.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 617 | $36.1K | 0.00% | +16+2.7% | Added |
| Kiely Wealth Advisory Group, Inc. | 580 | $35.3K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 600 | $35.1K | 0.02% | +600 | New |
| Mendota Financial Group, LLC | 557 | $32.6K | 0.02% | −485−46.5% | Reduced |
| Hemington Wealth Management | 522 | $30.0K | 0.01% | +91+21.1% | Added |
| CVA Family Office, LLC | 480 | $28.1K | 0.00% | +91+23.4% | Added |
| True Wealth Design, LLC | 443 | $25.9K | 0.01% | +31+7.5% | Added |
| Optiver Holding B.V. | 427 | $25.0K | 0.00% | +221+107.3% | Added |
| Continuum Advisory, LLC | 424 | $24.8K | 0.00% | +71+20.1% | Added |
| Bogart Wealth, LLC | 423 | $24.8K | 0.00% | +26+6.5% | Added |
| Leonteq Securities AG | 421 | $24.6K | 0.00% | −1,002−70.4% | Reduced |
| CGC Financial Services, LLC | 421 | $24.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 402 | $23.5K | 0.00% | −6−1.5% | Reduced |
| First Horizon Advisors, Inc. | 388 | $22.8K | 0.00% | +46+13.5% | Added |
| Group One Trading, L.P. | 379 | $22.2K | 0.00% | −1,214−76.2% | Reduced |
| Deseret Mutual Benefit Administrators | 379 | $22.2K | 0.01% | −23−5.7% | Reduced |
| UMA Financial Services, Inc. | 373 | $21.8K | 0.00% | +373 | New |
| Hilltop National Bank | 364 | $21.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 363 | $21.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 341 | $20.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 337 | $19.7K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 337 | $19.7K | 0.01% | +337 | New |
| CoreCap Advisors, LLC | 321 | $18.8K | 0.00% | +129+67.2% | Added |
| Private Wealth Management Group, LLC | 300 | $17.6K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 291 | $17.0K | 0.00% | +291 | New |
| Atala Financial Inc | 283 | $16.6K | 0.01% | +283 | New |
| Zions Bancorporation, N.A. | 265 | $15.5K | 0.00% | 00.0% | Unchanged |