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Livermore
Livermore
ZHEN

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.

Other share classesWRB.PEWRB.PFWRB.PGWRB.PH

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.

Institutional holdersQ4 2024: 876 institutions
Q1 2021: 507 institutionsQ2 2021: 526 institutionsQ3 2021: 513 institutionsQ4 2021: 575 institutionsQ1 2022: 617 institutionsQ2 2022: 665 institutionsQ3 2022: 667 institutionsQ4 2022: 716 institutionsQ1 2023: 693 institutionsQ2 2023: 660 institutionsQ3 2023: 667 institutionsQ4 2023: 728 institutionsQ1 2024: 772 institutionsQ2 2024: 758 institutionsQ3 2024: 800 institutionsQ4 2024: 876 institutionsQ1 2025: 915 institutionsQ2 2025: 923 institutionsQ3 2025: 934 institutionsQ4 2025: 952 institutionsQ1 2026: 926 institutionsQ2 2026: 954 institutions
Value heldQ4 2024: $15.3B
Q1 2021: $9.36BQ2 2021: $9.17BQ3 2021: $9.04BQ4 2021: $10.1BQ1 2022: $12.1BQ2 2022: $12.6BQ3 2022: $11.9BQ4 2022: $13.2BQ1 2023: $11.2BQ2 2023: $10.3BQ3 2023: $11.0BQ4 2023: $12.6BQ1 2024: $15.9BQ2 2024: $13.8BQ3 2024: $14.8BQ4 2024: $15.3BQ1 2025: $18.7BQ2 2025: $18.7BQ3 2025: $18.7BQ4 2025: $19.9BQ1 2026: $18.5BQ2 2026: $19.7B
Institutions holding WRB and their total value by quarter
QuarterHoldersValue
Q2 2026954$19.7B
Q1 2026926$18.5B
Q4 2025952$19.9B
Q3 2025934$18.7B
Q2 2025923$18.7B
Q1 2025915$18.7B
Q4 2024876$15.3B
Q3 2024800$14.8B
Q2 2024758$13.8B
Q1 2024772$15.9B
Q4 2023728$12.6B
Q3 2023667$11.0B
Q2 2023660$10.3B
Q1 2023693$11.2B
Q4 2022716$13.2B
Q3 2022667$11.9B
Q2 2022665$12.6B
Q1 2022617$12.1B
Q4 2021575$10.1B
Q3 2021513$9.04B
Q2 2021526$9.17B
Q1 2021507$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.

Institutions holding WRB in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Pittenger & Anderson Inc262$15.3K0.00%00.0%Unchanged
Hantz Financial Services, Inc.239$14.0K0.00%−40−14.3%Reduced
Park Place Capital Corp235$13.8K0.00%00.0%Unchanged
Intelligent Financial Strategies231$13.5K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC223$13.1K0.01%00.0%Unchanged
Versant Capital Management, Inc223$13.1K0.00%+45+25.3%Added
Stuart Chaussee & Associates, Inc.217$12.7K0.00%00.0%Unchanged
Bokf, NA221$12.5K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc204$11.9K0.00%00.0%Unchanged
Asset Dedication, LLC199$11.6K0.00%00.0%Unchanged
St Germain D J Co Inc199$11.6K0.00%00.0%Unchanged
Global Financial Private Client, LLC187$10.9K0.00%+15+8.7%Added
Pineridge Advisors LLC183$10.7K0.00%+183New
REAP Financial Group, LLC181$10.6K0.00%−6−3.2%Reduced
Rocky Mountain Advisers, LLC163$9.54K0.00%00.0%Unchanged
Accredited Wealth Management, LLC160$9.36K0.01%+160New
Global Wealth Strategies & Associates160$9.36K0.00%00.0%Unchanged
South State Corp.147$8.60K0.00%+147New
Oarsman Capital, Inc.131$7.67K0.00%+12+10.1%Added
West Paces Advisors Inc.123$7.20K0.00%00.0%Unchanged
ESL Trust Services, LLC114$6.67K0.00%00.0%Unchanged
DT Investment Partners, LLC112$6.55K0.00%00.0%Unchanged
Archer Investment Corp109$6.38K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC108$6.32K0.00%00.0%Unchanged
Key Financial Inc106$6.20K0.00%+87+457.9%Added
Larson Financial Group LLC100$5.85K0.00%−25−20.0%Reduced
Caitlin John, LLC96$5.62K0.00%−51−34.7%Reduced
Foster Dykema Cabot & Partners, LLC93$5.44K0.00%00.0%Unchanged
MV Capital Management, Inc.84$4.92K0.00%+2+2.4%Added
Raffa Wealth Management, LLC81$4.74K0.00%+45+125.0%Added
Kestra Investment Management, LLC79$4.65K0.00%+79New
MCF Advisors LLC78$4.57K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC67$4.12K0.00%+14+26.4%Added
Legacy Wealth Managment, LLC67$4.12K0.00%+14+26.4%Added
GW&K Investment Management, LLC76$4.00K0.00%00.0%Unchanged
Beacon Capital Management, LLC66$3.88K0.00%00.0%Unchanged
Family CFO Inc60$3.51K0.00%+60New
Innovative Advisory Group, LLC60$3.51K0.00%+60New
DiNuzzo Private Wealth, Inc.55$3.22K0.00%00.0%Unchanged
New Wave Wealth Advisors LLC54$3.16K0.00%+54New
First PREMIER Bank43$3.00K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC51$2.98K0.00%00.0%Unchanged
SJS Investment Consulting Inc.48$2.81K0.00%−10−17.2%Reduced
Sachetta, LLC46$2.69K0.00%00.0%Unchanged
Dunhill Financial, LLC43$2.54K0.00%+16+59.3%Added
Avion Wealth48$2.00K0.00%+23+92.0%Added
Truvestments Capital LLC26$1.52K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC24$1.40K0.00%−70−74.5%Reduced
Jackson, Grant Investment Advisers, Inc.24$1.40K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton24$1.40K0.00%00.0%Unchanged
Menard Financial Group LLC24$1.40K0.00%+24New
SBI Securities Co., Ltd.24$1.40K0.00%+24New
Carolina Wealth Advisors, LLC21$1.23K0.00%00.0%Unchanged
New Millennium Group LLC21$1.23K0.00%+21New
Tucker Asset Management LLC18$1.05K0.00%00.0%Unchanged
BankPlus Trust Department13$7610.00%+13New
Concord Wealth Partners11$6440.00%00.0%Unchanged
Cornerstone Planning Group LLC10$5920.00%+4+66.7%Added
WealthTrak Capital Management LLC10$5860.00%+10New
WR Wealth Planners, LLC9$5270.00%00.0%Unchanged
Transce3nd, LLC9$5270.00%+9New
Parkworth Wealth Management, Inc.9$5270.00%+9New
Principia Wealth Advisory, LLC9$5270.00%+9New
Aventura Private Wealth, LLC9$5270.00%+9New
Wolff Wiese Magana LLC7$4100.00%00.0%Unchanged
Sittner & Nelson, LLC7$4100.00%+7New
Winnow Wealth LLC7$3710.00%+7New
Valued Wealth Advisors LLC6$3520.00%00.0%Unchanged
Country Trust Bank6$3510.00%00.0%Unchanged
Old Second National Bank of Aurora6$3510.00%+6New
Chesapeake Asset Management LLC5$2920.00%00.0%Unchanged
NewSquare Capital LLC4$2340.00%+4New
WestEnd Advisors, LLC3$1760.00%+1+50.0%Added
HHM Wealth Advisors, LLC3$1760.00%+3New
SOA Wealth Advisors, LLC.1$600.00%00.0%Unchanged
Y.D. More Investments Ltd373$600.00%+202+118.1%Added
Lighthouse Investment Partners, LLC0$00.00%−216,973−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−73,914−100.0%Sold out
Stoneridge Investment Partners LLC0$00.00%−61,451−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−48,462−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−156,779−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−39,879−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−36,864−100.0%Sold out
Neo Ivy Capital Management0$00.00%−25,474−100.0%Sold out
Veriti Management LLC0$00.00%−18,603−100.0%Sold out
Frank, Rimerman Advisors LLC0$00.00%−15,248−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−15,155−100.0%Sold out
Forum Financial Management, LP0$00.00%−11,099−100.0%Sold out
IMC-Chicago, LLC0$00.00%−10,442−100.0%Sold out
Laurion Capital Management LP0$00.00%−10,128−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−9,928−100.0%Sold out
Axq Capital, LP0$00.00%−9,717−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−9,505−100.0%Sold out
Kentucky Retirement Systems Insurance Trust Fund0$00.00%−8,901−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−7,005−100.0%Sold out
GTS Securities LLC0$00.00%−6,693−100.0%Sold out
Martingale Asset Management L P0$00.00%−6,619−100.0%Sold out
Siemens Fonds Invest GmbH0$00.00%−12,496−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−6,000−100.0%Sold out
National Wealth Management Group, LLC0$00.00%−5,921−100.0%Sold out