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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, Q1 2025

Institutional positions in Berkley W R Corp as of Mar 31, 2025. 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
915
+55 vs. Q4 2024
Shares held
262.3M
+3.73M (+1.4%) vs. Q4 2024
Total value
$18.7B
+$3.53B (+23.3%) vs. Q4 2024
New holders
126
333 more added
Sold out
71
329 more reduced

16 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 915 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 heldQ1 2025: $18.7B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q4 2024.

Institutions holding WRB in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
SOA Wealth Advisors, LLC.1$730.00%00.0%Unchanged
Y.D. More Investments Ltd425$810.00%+52+13.9%Added
Stonebridge Financial Group, LLC3$2130.00%+3New
American Capital Advisory, LLC4$2850.00%+4New
Chesapeake Asset Management LLC5$3550.00%00.0%Unchanged
Valued Wealth Advisors LLC6$4270.00%00.0%Unchanged
GoalVest Advisory LLC6$4270.00%+6New
HFM Investment Advisors, LLC7$4990.00%+7New
Caitong International Asset Management Co., Ltd8$5690.00%+8New
Transce3nd, LLC9$6400.00%00.0%Unchanged
Parkworth Wealth Management, Inc.9$6400.00%00.0%Unchanged
Aventura Private Wealth, LLC9$6400.00%00.0%Unchanged
WestEnd Advisors, LLC9$6400.00%+6+200.0%Added
Winnow Wealth LLC10$6590.00%+3+42.9%Added
Principia Wealth Advisory, LLC10$6690.00%+1+11.1%Added
Bay Harbor Wealth Management, LLC11$7820.00%+11New
Rakuten Securities, Inc.11$7830.00%+11New
Wealth Preservation Advisors, LLC12$8540.00%+12New
Activest Wealth Management13$9250.00%+13New
Bell Investment Advisors, Inc16$1.14K0.00%+16New
Rise Advisors, LLC20$1.42K0.00%+20New
Cornerstone Planning Group LLC20$1.43K0.00%+10+100.0%Added
Carolina Wealth Advisors, LLC21$1.49K0.00%00.0%Unchanged
Horizon Financial Services, LLC23$1.64K0.00%+23New
Jackson, Grant Investment Advisers, Inc.24$1.71K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC25$1.78K0.03%+25New
Dunhill Financial, LLC27$1.90K0.00%−16−37.2%Reduced
Avion Wealth48$2.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd31$2.00K0.00%+31New
Rosenberg Matthew Hamilton30$2.13K0.00%+6+25.0%Added
WealthTrak Capital Management LLC30$2.13K0.00%+20+200.0%Added
Hughes Financial Services, LLC31$2.18K0.00%+31New
Motco34$2.42K0.00%+34New
SBI Securities Co., Ltd.35$2.49K0.00%+11+45.8%Added
Aster Capital Management (DIFC) Ltd45$2.84K0.00%−1,387−96.9%Reduced
First PREMIER Bank43$3.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA45$3.00K0.00%+45New
First United Bank Trust43$3.06K0.00%+43New
Sachetta, LLC46$3.27K0.00%00.0%Unchanged
SJS Investment Consulting Inc.50$3.56K0.00%+2+4.2%Added
Financial Network Wealth Advisors LLC53$3.77K0.00%+29+120.8%Added
DiNuzzo Private Wealth, Inc.59$4.20K0.00%+4+7.3%Added
Innovative Advisory Group, LLC65$4.63K0.00%+5+8.3%Added
Legacy Wealth Managment, LLC67$4.77K0.00%00.0%Unchanged
First Command Advisory Services, Inc.70$4.98K0.00%+70New
MorganRosel Wealth Management, LLC73$5.20K0.00%+73New
Cary Street Partners Financial LLC74$5.27K0.00%+74New
Tortoise Investment Management, LLC77$5.48K0.00%−1,236−94.1%Reduced
Raffa Wealth Management, LLC81$5.76K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC93$6.62K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC97$6.90K0.00%+46+90.2%Added
Ogorek Anthony Joseph108$7.00K0.00%+108New
Wolff Wiese Magana LLC101$7.19K0.00%+94+1,342.9%Added
MV Capital Management, Inc.102$7.26K0.00%+18+21.4%Added
Key Financial Inc106$7.54K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC108$7.69K0.00%00.0%Unchanged
Archer Investment Corp109$7.76K0.00%00.0%Unchanged
Clark Wealth Partners109$7.76K0.01%+109New
DT Investment Partners, LLC112$7.97K0.00%00.0%Unchanged
ESL Trust Services, LLC114$8.11K0.00%00.0%Unchanged
Saudi Central Bank120$8.54K0.05%+120New
South State Corp.122$8.68K0.00%−25−17.0%Reduced
West Paces Advisors Inc.123$8.75K0.00%00.0%Unchanged
Larson Financial Group LLC126$8.97K0.00%+26+26.0%Added
GW&K Investment Management, LLC125$9.00K0.00%+49+64.5%Added
NewSquare Capital LLC129$9.18K0.00%+125+3,125.0%Added
Continuum Advisory, LLC130$9.25K0.00%−294−69.3%Reduced
LGT Financial Advisors LLC137$9.78K0.03%−794−85.3%Reduced
Marshall & Sterling Wealth Advisors Inc.142$10.1K0.01%+142New
True Wealth Design, LLC147$10.5K0.00%−296−66.8%Reduced
Optiver Holding B.V.150$10.7K0.00%−277−64.9%Reduced
Global Wealth Strategies & Associates160$11.4K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC163$11.6K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC195$13.9K0.01%−28−12.6%Reduced
Asset Dedication, LLC199$14.2K0.00%00.0%Unchanged
St Germain D J Co Inc199$14.2K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc204$14.5K0.00%00.0%Unchanged
Hantz Financial Services, Inc.215$15.0K0.00%−24−10.0%Reduced
Stuart Chaussee & Associates, Inc.217$15.4K0.00%00.0%Unchanged
Bokf, NA220$15.7K0.00%−1−0.5%Reduced
Global Financial Private Client, LLC221$15.7K0.01%+34+18.2%Added
Intelligent Financial Strategies231$16.4K0.01%00.0%Unchanged
Park Place Capital Corp235$16.7K0.00%00.0%Unchanged
Atlantic Trust, LLC240$17.1K0.00%+240New
NBC Securities, Inc.265$18.0K0.00%+265New
REAP Financial Group, LLC255$18.1K0.00%+74+40.9%Added
Zions Bancorporation, National Association265$18.9K0.00%+265New
Glass Jacobson Investment Advisors llc337$19.7K0.01%00.0%Unchanged
Atala Financial Inc283$20.1K0.02%00.0%Unchanged
Private Wealth Management Group, LLC300$21.3K0.01%00.0%Unchanged
Washington Trust Co331$23.6K0.00%+331New
Frazier Financial Advisors, LLC337$24.0K0.02%00.0%Unchanged
Prestige Wealth Management Group LLC341$24.3K0.01%00.0%Unchanged
CoreCap Advisors, LLC368$26.2K0.00%+47+14.6%Added
UMA Financial Services, Inc.373$26.5K0.00%00.0%Unchanged
Pittenger & Anderson Inc375$26.7K0.00%+113+43.1%Added
Deseret Mutual Benefit Administrators379$27.0K0.01%00.0%Unchanged
Bogart Wealth, LLC397$28.3K0.00%−26−6.1%Reduced
Spectrum Wealth Counsel, LLC407$29.0K0.00%+407New
Central Trust Co411$29.2K0.00%+48+13.2%Added