Skip to main content
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

Q1 2025 vs. Q4 2024

How the institutions holding Berkley W R Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of WRB: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders87616915+55
Shares261.9M3.34M262.3M+3.73M (+1.4%)
Value$15.3B$195.5M$18.7B+$3.53B (+23.3%)

16 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (126)

Institutions that held Berkley W R Corp at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 126 by value.

Institutions new to WRB in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC621,273$44.2M0.01%
7G Capital Management, LLC99,064$7.05M6.04%
Edgestream Partners, L.P.86,664$6.17M0.21%
Mattern Capital Management, LLC73,590$5.24M0.67%
Verdence Capital Advisors LLC70,695$5.03M0.38%
Virginia Retirement Systems Et Al69,200$4.92M0.04%
Sciencast Management LP49,090$3.49M0.81%
CBOE Vest Financial, LLC44,184$3.14M0.05%
Eagle Rock Investment Company, LLC34,193$2.43M0.42%
OP Asset Management Ltd31,874$2.27M0.04%
Tribune Investment Group LP30,000$2.13M1.22%
Science & Technology Partners, L.P.28,267$2.01M0.80%
Rakuten Investment Management, Inc.27,571$1.96M0.01%
Lighthouse Investment Partners, LLC26,301$1.87M0.09%
Virtus Investment Advisers, Inc.23,944$1.70M0.46%
Aristides Capital LLC23,000$1.64M0.61%
Greenline Partners, LLC19,319$1.37M0.20%
Picton Mahoney Asset Management17,518$1.25M0.04%
Invst, LLC17,330$1.23M0.17%
Axq Capital, LP16,272$1.16M0.46%
Convergence Investment Partners, LLC14,995$1.07M0.30%
Inspire Advisors, LLC14,719$1.05M0.12%
AG2R la Mondiale Gestion D'Actifs14,017$1.05M0.06%
Bridgewater Associates, LP11,459$815.4K0.00%
Board of the Pension Protection Fund9,800$697.4K0.80%
ASR Vermogensbeheer N.V.8,547$608.2K0.01%
Kentucky Retirement Systems Insurance Trust Fund8,544$608.0K0.04%
Siemens Fonds Invest GmbH8,268$588.4K0.04%
Fullerton Fund Management Co Ltd.8,217$584.7K0.04%
Groupama Asset Managment7,834$558.3K0.01%
Magnetar Financial LLC7,156$509.2K0.01%
Forum Financial Management, LP7,111$506.0K0.01%
United Services Automobile Association6,845$487.8K0.02%
Crawford Investment Counsel Inc6,750$480.3K0.01%
Carnegie Capital Asset Management, LLC6,670$474.6K0.01%
Global Assets Advisory, LLC6,968$470.4K0.09%
Strategy Asset Managers LLC5,434$386.7K0.08%
Mission Wealth Management, LP5,375$382.5K0.01%
MBB Public Markets I LLC4,984$354.7K0.04%
Pallas Capital Advisors LLC4,817$342.8K0.01%
Heartland Bank & Trust Co4,559$324.4K0.17%
L2 Asset Management, LLC4,160$296.0K0.06%
Sowell Financial Services LLC4,002$284.8K0.01%
Dynamic Advisor Solutions LLC3,921$279.0K0.01%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund3,900$277.5K0.01%
Nicholson Wealth Management Group, LLC3,829$272.5K0.18%
Somerville Kurt F3,810$271.1K0.05%
Healthcare of Ontario Pension Plan Trust Fund3,580$254.8K0.00%
Nilsine Partners, LLC3,408$242.5K0.03%
AIMZ Investment Advisors, LLC3,375$240.2K0.08%
Jackson Hole Capital Partners, LLC3,370$239.8K0.05%
Sherbrooke Park Advisers LLC3,366$239.5K0.11%
Fundamentun, LLC3,314$235.8K0.01%
Fayez Sarofim & Co3,300$234.8K0.00%
Concurrent Investment Advisors, LLC3,296$234.5K0.01%
Hamilton Wealth, LLC3,290$234.1K0.06%
Indie Asset Partners, LLC3,273$232.9K0.20%
Arvest Bank Trust Division3,263$232.2K0.01%
Alpha Family Trust3,195$227.4K0.13%
Gilbert & Cook, Inc.3,188$226.9K0.03%
Lantz Financial LLC3,178$226.1K0.06%
Blue Rock Wealth Management LLC3,159$224.8K0.19%
Tradewinds, LLC.3,123$222.2K0.06%
ICONIQ Capital, LLC3,121$222.1K0.00%
Rehmann Capital Advisory Group3,082$219.4K0.01%
Ami Investment Management Inc3,058$217.6K0.07%
Plan A Wealth LLC3,035$216.0K0.17%
Aaron Wealth Advisors3,030$215.6K0.02%
1st Source Bank3,023$215.1K0.01%
Pensionmark Financial Group, LLC3,015$214.5K0.01%
Barnes Wealth Management Group, Inc3,000$213.5K0.14%
Jain Global LLC2,983$212.3K0.00%
Dorsey & Whitney Trust CO LLC2,968$211.2K0.01%
Evergreen Capital Management LLC2,946$209.6K0.01%
Woodmont Investment Counsel LLC2,931$208.6K0.02%
Oxford Asset Management LLP2,925$208.1K0.10%
Cigna Investments Inc2,920$208.0K0.04%
Cary Street Partner Investment Advisory LLC2,917$207.6K0.12%
PUREfi Wealth, LLC2,916$207.5K0.21%
Abacus Planning Group, Inc.2,914$207.4K0.04%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,904$206.7K0.01%
Spears Abacus Advisors LLC2,877$204.7K0.00%
Ipswich Investment Management Co., Inc.2,877$204.7K0.05%
Curated Wealth Partners LLC2,815$200.3K0.03%
Barr E S & Co2,812$200.1K0.01%
Sierra Ocean, LLC2,530$180.0K0.14%
Cheviot Value Management, LLC1,350$97.9K0.01%
eCIO, Inc.1,348$95.9K0.03%
Boston Private Wealth LLC1,307$93.0K0.00%
Sarver Vrooman Wealth Advisors1,268$90.2K0.06%
Pandora Wealth, Inc.1,167$83.0K0.05%
Wayfinding Financial, LLC1,120$79.0K0.03%
Keystone Global Partners, LLC582$41.4K0.03%
N.E.W. Advisory Services LLC501$35.7K0.00%
City Holding Co482$34.3K0.00%
Garde Capital, Inc.424$30.2K0.00%
Spectrum Wealth Counsel, LLC407$29.0K0.00%
Washington Trust Co331$23.6K0.00%
Zions Bancorporation, National Association265$18.9K0.00%
NBC Securities, Inc.265$18.0K0.00%

Sold out (71)

Institutions that held Berkley W R Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of WRB in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Winton Group Ltd157,813$9.24M
Jefferies Financial Group Inc.96,988$5.68M
Crestline Management, LP91,170$5.34M
ExodusPoint Capital Management, LP75,017$4.39M
First Hawaiian Bank62,515$3.66M
Fieldview Capital Management, LLC56,918$3.33M
WBI Investments41,156$2.41M
Old Mission Capital LLC32,012$1.87M
Balyasny Asset Management LLC24,022$1.41M
Catalyst Funds Management Pty Ltd23,600$1.38M
Chase Investment Counsel Corp22,912$1.34M
New Age Alpha Advisors, LLC19,730$1.15M
Virtus ETF Advisers LLC19,697$1.15M
Centaurus Financial, Inc.18,558$1.09M
Kings Path Partners LLC18,531$1.08M
Gsa Capital Partners LLP18,447$1.08M
Dynamic Technology Lab Private Ltd18,372$1.07M
Centiva Capital, LP17,297$1.01M
Inceptionr LLC14,978$876.5K
Farringdon Capital, Ltd.14,173$829.4K
Y-Intercept (Hong Kong) Ltd13,105$766.9K
Custom Index Systems, LLC13,001$760.8K
Raiffeisen Bank International AG12,268$717.9K
Scientech Research LLC12,199$713.9K
Silver Oak Securities, Inc9,831$575.3K
Wolverine Trading, LLC9,707$568.1K
Machina Capital S.A.S.9,658$565.2K
Applied Finance Capital Management, LLC9,305$544.5K
Virtu Financial LLC8,965$525.0K
HRT Financial LP8,948$523.0K
Oak Thistle LLC8,725$510.6K
Jump Financial, LLC8,025$469.6K
Bridgefront Capital, LLC7,521$440.1K
Meitav Dash Investments Ltd7,425$434.5K
Maridea Wealth Management LLC7,336$429.3K
DRW Securities, LLC5,544$324.4K
Simplex Trading, LLC5,331$311.0K
XTX Topco Ltd4,973$291.0K
GeoWealth Management, LLC4,729$276.7K
J.W. Cole Advisors, Inc.4,679$273.8K
Nebula Research & Development LLC4,429$259.2K
O'Dell Group, LLC4,050$237.0K
Gallacher Capital Management LLC3,911$228.9K
Engineers Gate Manager LP3,721$217.8K
RMB Capital Management, LLC3,713$217.3K
Fedenia Advisers LLC2,173$127.2K
Proequities, Inc.2,048$120.9K
R Squared Ltd1,400$81.9K
Headlands Technologies LLC1,207$70.6K
Intact Investment Management Inc.1,100$64.4K
Mendota Financial Group, LLC557$32.6K
Group One Trading, L.P.379$22.2K
Pineridge Advisors LLC183$10.7K
Accredited Wealth Management, LLC160$9.36K
Oarsman Capital, Inc.131$7.67K
Caitlin John, LLC96$5.62K
Kestra Investment Management, LLC79$4.65K
MCF Advisors LLC78$4.57K
Beacon Capital Management, LLC66$3.88K
Family CFO Inc60$3.51K
New Wave Wealth Advisors LLC54$3.16K
Truvestments Capital LLC26$1.52K
Menard Financial Group LLC24$1.40K
New Millennium Group LLC21$1.23K
Tucker Asset Management LLC18$1.05K
BankPlus Trust Department13$761
Concord Wealth Partners11$644
Sittner & Nelson, LLC7$410
Old Second National Bank of Aurora6$351
Country Trust Bank6$351
HHM Wealth Advisors, LLC3$176

Not filed for Q1 2025 yet (16)

Institutions that held Berkley W R Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WRB in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Madison Investment Advisors, LLC1,682,258$98.4M
Boston Financial Mangement LLC981,162$57.4M
Nuveen Asset Management, LLC625,584$36.6M
Swedbank AB14,766$864.1K
TrinityPoint Wealth, LLC9,907$579.8K
Geller Advisors LLC9,430$551.8K
Eagle Ridge Investment Management6,744$394.7K
Vise Technologies, Inc.4,693$274.6K
Global Retirement Partners, LLC1,602$93.7K
AlphaCentric Advisors LLC1,601$93.7K
Criterion Capital Advisors, LLC845$66.4K
Kiely Wealth Advisory Group, Inc.580$35.3K
Hilltop National Bank364$21.3K
Zions Bancorporation, N.A.265$15.5K
Legacy Investment Solutions, LLC67$4.12K
WR Wealth Planners, LLC9$527