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, 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CGC Financial Services, LLC | 421 | $30.0K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 424 | $30.2K | 0.00% | +424 | New |
| Financial Management Professionals, Inc. | 449 | $32.0K | 0.00% | +47+11.7% | Added |
| City Holding Co | 482 | $34.3K | 0.00% | +482 | New |
| First Horizon Advisors, Inc. | 495 | $35.3K | 0.00% | +107+27.6% | Added |
| N.E.W. Advisory Services LLC | 501 | $35.7K | 0.00% | +501 | New |
| Armstrong Advisory Group, Inc | 619 | $36.2K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 527 | $37.5K | 0.00% | −199−27.4% | Reduced |
| CVA Family Office, LLC | 529 | $37.6K | 0.01% | +49+10.2% | Added |
| Quarry LP | 582 | $41.4K | 0.01% | −851−59.4% | Reduced |
| Keystone Global Partners, LLC | 582 | $41.4K | 0.03% | +582 | New |
| Whipplewood Advisors, LLC | 248 | $43.6K | 0.03% | −352−58.7% | Reduced |
| Coastline Trust Co | 622 | $44.3K | 0.01% | −199−24.2% | Reduced |
| Parkside Financial Bank & Trust | 627 | $44.6K | 0.01% | +10+1.6% | Added |
| Hemington Wealth Management | 636 | $45.0K | 0.01% | +114+21.8% | Added |
| Trust Co | 657 | $46.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 666 | $47.4K | 0.01% | −156−19.0% | Reduced |
| Hoese & Co LLP | 675 | $48.0K | 0.04% | 00.0% | Unchanged |
| Davis Capital Management | 675 | $48.0K | 0.04% | −283−29.5% | Reduced |
| PFS Partners, LLC | 727 | $51.7K | 0.03% | +1+0.1% | Added |
| Raleigh Capital Management Inc. | 729 | $51.8K | 0.02% | −106−12.7% | Reduced |
| Sentry Investment Management LLC | 879 | $57.0K | 0.04% | −262−23.0% | Reduced |
| Pinnacle Bancorp, Inc. | 829 | $59.0K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 847 | $60.3K | 0.00% | +556+191.1% | Added |
| Cromwell Holdings LLC | 875 | $62.3K | 0.04% | +18+2.1% | Added |
| Massmutual Trust Co FSB | 909 | $64.7K | 0.00% | −278−23.4% | Reduced |
| Manchester Capital Management LLC | 934 | $66.5K | 0.01% | +76+8.9% | Added |
| WPG Advisers, LLC | 984 | $70.0K | 0.07% | −434−30.6% | Reduced |
| Duncker Streett & Co Inc | 1,012 | $72.0K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,012 | $72.0K | 0.07% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,013 | $72.1K | 0.02% | +162+19.0% | Added |
| Capital Advisors, Ltd. LLC | 1,061 | $76.0K | 0.01% | +5+0.5% | Added |
| Creative Financial Designs Inc | 1,104 | $78.5K | 0.01% | +218+24.6% | Added |
| Evermay Wealth Management LLC | 1,110 | $79.0K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,120 | $79.0K | 0.03% | +1,120 | New |
| Mascoma Wealth Management LLC | 1,125 | $80.1K | 0.02% | −45−3.8% | Reduced |
| Clearstead Advisors, LLC | 1,137 | $80.9K | 0.00% | −4,027−78.0% | Reduced |
| TD Waterhouse Canada Inc. | 1,172 | $81.4K | 0.00% | +156+15.4% | Added |
| Pandora Wealth, Inc. | 1,167 | $83.0K | 0.05% | +1,167 | New |
| Whittier Trust Co of Nevada Inc | 1,171 | $83.3K | 0.00% | −9−0.8% | Reduced |
| Pinnacle Financial Partners Inc | 1,467 | $85.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,207 | $85.9K | 0.02% | +90+8.1% | Added |
| Westpac Banking Corp | 1,257 | $89.4K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 1,268 | $90.2K | 0.06% | +1,268 | New |
| Quent Capital, LLC | 1,285 | $91.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,286 | $91.5K | 0.03% | −67−5.0% | Reduced |
| Boston Private Wealth LLC | 1,307 | $93.0K | 0.00% | +1,307 | New |
| eCIO, Inc. | 1,348 | $95.9K | 0.03% | +1,348 | New |
| Harbor Investment Advisory, LLC | 1,350 | $96.1K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 1,350 | $97.9K | 0.01% | +1,350 | New |
| Newbridge Financial Services Group, Inc. | 1,445 | $102.8K | 0.02% | +103+7.7% | Added |
| Johnson Financial Group, Inc. | 1,464 | $104.2K | 0.01% | −30−2.0% | Reduced |
| FWL Investment Management, LLC | 1,475 | $105.0K | 0.04% | −1,216−45.2% | Reduced |
| Lindbrook Capital, LLC | 1,479 | $105.2K | 0.01% | +431+41.1% | Added |
| First Pacific Financial | 1,496 | $106.5K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,545 | $109.9K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 1,626 | $115.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,635 | $116.0K | 0.08% | +272+20.0% | Added |
| Versant Capital Management, Inc | 1,654 | $117.7K | 0.02% | +1,431+641.7% | Added |
| MPWM Advisory Solutions, LLC | 1,678 | $119.4K | 0.09% | +1,050+167.2% | Added |
| St. Johns Investment Management Company, LLC | 1,687 | $120.0K | 0.06% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,721 | $122.0K | 0.01% | +1,300+308.8% | Added |
| Huntington National Bank | 1,734 | $123.4K | 0.00% | +356+25.8% | Added |
| Federated Hermes, Inc. | 1,740 | $123.8K | 0.00% | −472−21.3% | Reduced |
| JFS Wealth Advisors, LLC | 1,915 | $136.3K | 0.01% | +4+0.2% | Added |
| ORG Wealth Partners, LLC | 2,161 | $151.8K | 0.05% | −886−29.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,139 | $153.0K | 0.02% | −24−1.1% | Reduced |
| Optimum Investment Advisors | 2,162 | $153.8K | 0.07% | −650−23.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $156.2K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,307 | $164.2K | 0.00% | +576+33.3% | Added |
| Geneos Wealth Management Inc. | 2,392 | $170.2K | 0.01% | +280+13.3% | Added |
| LRI Investments, LLC | 2,467 | $175.6K | 0.02% | −1,549−38.6% | Reduced |
| Sierra Ocean, LLC | 2,530 | $180.0K | 0.14% | +2,530 | New |
| Barr E S & Co | 2,812 | $200.1K | 0.01% | +2,812 | New |
| Curated Wealth Partners LLC | 2,815 | $200.3K | 0.03% | +2,815 | New |
| Heritage Wealth Advisors | 2,863 | $203.7K | 0.01% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,877 | $204.7K | 0.05% | +2,877 | New |
| Spears Abacus Advisors LLC | 2,877 | $204.7K | 0.00% | +2,877 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,904 | $206.7K | 0.01% | +2,904 | New |
| Abacus Planning Group, Inc. | 2,914 | $207.4K | 0.04% | +2,914 | New |
| PUREfi Wealth, LLC | 2,916 | $207.5K | 0.21% | +2,916 | New |
| Cary Street Partner Investment Advisory LLC | 2,917 | $207.6K | 0.12% | +2,917 | New |
| Cigna Investments Inc | 2,920 | $208.0K | 0.04% | +2,920 | New |
| Oxford Asset Management LLP | 2,925 | $208.1K | 0.10% | +2,925 | New |
| Woodmont Investment Counsel LLC | 2,931 | $208.6K | 0.02% | +2,931 | New |
| Evergreen Capital Management LLC | 2,946 | $209.6K | 0.01% | +2,946 | New |
| Dorsey & Whitney Trust CO LLC | 2,968 | $211.2K | 0.01% | +2,968 | New |
| Jain Global LLC | 2,983 | $212.3K | 0.00% | +2,983 | New |
| Whittier Trust Co | 2,986 | $212.5K | 0.00% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 3,000 | $213.5K | 0.04% | −2,025−40.3% | Reduced |
| Barnes Wealth Management Group, Inc | 3,000 | $213.5K | 0.14% | +3,000 | New |
| Pensionmark Financial Group, LLC | 3,015 | $214.5K | 0.01% | +3,015 | New |
| 1st Source Bank | 3,023 | $215.1K | 0.01% | +3,023 | New |
| Eagle Bay Advisors LLC | 3,030 | $215.6K | 0.18% | +139+4.8% | Added |
| Aaron Wealth Advisors | 3,030 | $215.6K | 0.02% | +3,030 | New |
| Plan A Wealth LLC | 3,035 | $216.0K | 0.17% | +3,035 | New |
| Ami Investment Management Inc | 3,058 | $217.6K | 0.07% | +3,058 | New |
| C M Bidwell & Associates Ltd | 3,075 | $218.8K | 0.13% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,082 | $219.4K | 0.01% | +3,082 | New |
| ICONIQ Capital, LLC | 3,121 | $222.1K | 0.00% | +3,121 | New |