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 |
|---|---|---|---|---|---|
| Tradewinds, LLC. | 3,123 | $222.2K | 0.06% | +3,123 | New |
| Blue Rock Wealth Management LLC | 3,159 | $224.8K | 0.19% | +3,159 | New |
| Lantz Financial LLC | 3,178 | $226.1K | 0.06% | +3,178 | New |
| Gilbert & Cook, Inc. | 3,188 | $226.9K | 0.03% | +3,188 | New |
| Alpha Family Trust | 3,195 | $227.4K | 0.13% | +3,195 | New |
| One Wealth Advisors, LLC | 3,227 | $229.6K | 0.03% | −326−9.2% | Reduced |
| Arvest Bank Trust Division | 3,263 | $232.2K | 0.01% | +3,263 | New |
| Indie Asset Partners, LLC | 3,273 | $232.9K | 0.20% | +3,273 | New |
| Hamilton Wealth, LLC | 3,290 | $234.1K | 0.06% | +3,290 | New |
| Concurrent Investment Advisors, LLC | 3,296 | $234.5K | 0.01% | +3,296 | New |
| Fayez Sarofim & Co | 3,300 | $234.8K | 0.00% | +3,300 | New |
| Ronald Blue Trust, Inc. | 3,305 | $235.1K | 0.00% | +455+16.0% | Added |
| Fundamentun, LLC | 3,314 | $235.8K | 0.01% | +3,314 | New |
| Iron Horse Wealth Management, LLC | 3,327 | $236.7K | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,332 | $237.1K | 0.02% | +278+9.1% | Added |
| Sherbrooke Park Advisers LLC | 3,366 | $239.5K | 0.11% | +3,366 | New |
| Jackson Hole Capital Partners, LLC | 3,370 | $239.8K | 0.05% | +3,370 | New |
| AIMZ Investment Advisors, LLC | 3,375 | $240.2K | 0.08% | +3,375 | New |
| Nilsine Partners, LLC | 3,408 | $242.5K | 0.03% | +3,408 | New |
| Citizens Financial Group Inc | 3,414 | $243.0K | 0.00% | −16−0.5% | Reduced |
| Parallel Advisors, LLC | 3,455 | $245.9K | 0.01% | +149+4.5% | Added |
| First Nebraska Trust Co | 3,465 | $246.6K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 3,478 | $247.5K | 0.02% | −51−1.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,500 | $249.1K | 0.05% | −500−12.5% | Reduced |
| Trustmark National Bank Trust Department | 3,514 | $250.1K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,545 | $252.6K | 0.00% | +1,189+50.5% | Added |
| Crestwood Advisors Group LLC | 3,563 | $253.5K | 0.00% | −11−0.3% | Reduced |
| Clarius Group, LLC | 3,569 | $254.0K | 0.02% | +19+0.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,580 | $254.8K | 0.00% | +3,580 | New |
| FineMark National Bank & Trust | 3,586 | $255.2K | 0.01% | −2−0.1% | Reduced |
| Cyr Financial Inc. | 3,613 | $257.1K | 0.23% | −72−2.0% | Reduced |
| Sequoia Financial Advisors, LLC | 3,646 | $259.5K | 0.00% | +100+2.8% | Added |
| Old National Bancorp | 3,655 | $260.1K | 0.01% | −7,880−68.3% | Reduced |
| Chilton Capital Management LLC | 3,667 | $260.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,700 | $263.3K | 0.13% | +400+12.1% | Added |
| Smith Shellnut Wilson LLC | 3,709 | $263.9K | 0.12% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,746 | $266.6K | 0.03% | −825−18.0% | Reduced |
| Keel Point, LLC | 3,751 | $266.9K | 0.02% | +234+6.7% | Added |
| Guardian Wealth Advisors, LLC | 3,763 | $267.8K | 0.02% | −18−0.5% | Reduced |
| BIP Wealth, LLC | 3,775 | $268.6K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,794 | $270.0K | 0.00% | −2−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 3,799 | $270.3K | 0.01% | −346−8.3% | Reduced |
| Somerville Kurt F | 3,810 | $271.1K | 0.05% | +3,810 | New |
| ABLE Financial Group, LLC | 3,819 | $271.8K | 0.08% | +20+0.5% | Added |
| Nicholson Wealth Management Group, LLC | 3,829 | $272.5K | 0.18% | +3,829 | New |
| West Family Investments, Inc. | 3,873 | $275.6K | 0.10% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,900 | $277.5K | 0.01% | +3,900 | New |
| Dynamic Advisor Solutions LLC | 3,921 | $279.0K | 0.01% | +3,921 | New |
| Fisher Asset Management, LLC | 3,933 | $279.9K | 0.00% | +266+7.3% | Added |
| Woodward Diversified Capital, LLC | 3,948 | $280.9K | 0.20% | +32+0.8% | Added |
| Longboard Asset Management, LP | 3,960 | $281.8K | 0.83% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 4,002 | $284.8K | 0.01% | +4,002 | New |
| Cornerstone Financial Group, LLC | 3,947 | $285.0K | 0.26% | −28−0.7% | Reduced |
| Meeder Advisory Services, Inc. | 4,007 | $285.1K | 0.02% | +401+11.1% | Added |
| Moneta Group Investment Advisors LLC | 4,038 | $287.3K | 0.00% | −141−3.4% | Reduced |
| NorthRock Partners, LLC | 4,043 | $287.7K | 0.01% | −356−8.1% | Reduced |
| Huntleigh Advisors, Inc. | 4,086 | $290.8K | 0.05% | +440+12.1% | Added |
| Wexford Capital LP | 4,100 | $291.8K | 0.08% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 4,114 | $292.8K | 0.15% | +655+18.9% | Added |
| Warren Averett Asset Management, LLC | 4,130 | $293.9K | 0.00% | +418+11.3% | Added |
| L2 Asset Management, LLC | 4,160 | $296.0K | 0.06% | +4,160 | New |
| Checchi Capital Advisers, LLC | 4,169 | $296.7K | 0.02% | −25−0.6% | Reduced |
| Hamilton Capital Partners Inc. | 4,171 | $296.8K | 0.02% | −1,820−30.4% | Reduced |
| Somerset Trust Co | 4,173 | $297.0K | 0.11% | −62−1.5% | Reduced |
| Profund Advisors LLC | 4,203 | $299.1K | 0.01% | −253−5.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,226 | $300.7K | 0.05% | +2,220+110.7% | Added |
| Mountain Pacific Investment Advisers Inc | 4,252 | $302.6K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,337 | $308.6K | 0.03% | +250+6.1% | Added |
| Horizon Investments, LLC | 4,339 | $308.8K | 0.01% | +195+4.7% | Added |
| Platform Technology Partners | 4,359 | $310.2K | 0.09% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,367 | $310.8K | 0.04% | −14,165−76.4% | Reduced |
| Jane Street Group, LLC | 4,372 | $311.1K | 0.00% | −235,486−98.2% | Reduced |
| CX Institutional | 4,391 | $312.0K | 0.01% | +850+24.0% | Added |
| Cresset Asset Management, LLC | 4,403 | $313.3K | 0.00% | −961−17.9% | Reduced |
| Fidelis Capital Partners, LLC | 4,537 | $319.8K | 0.03% | −61−1.3% | Reduced |
| Cornerstone Wealth Management, LLC | 4,506 | $320.6K | 0.02% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 4,559 | $324.4K | 0.17% | +4,559 | New |
| Harbour Investments, Inc. | 4,560 | $324.5K | 0.01% | +971+27.1% | Added |
| IFG Advisory, LLC | 4,590 | $326.6K | 0.02% | −919−16.7% | Reduced |
| IFP Advisors, Inc | 4,595 | $327.1K | 0.01% | −1,366−22.9% | Reduced |
| Aureus Asset Management, LLC | 4,644 | $330.5K | 0.02% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 4,636 | $330.5K | 0.02% | −8,410−64.5% | Reduced |
| Ci Investments Inc. | 4,712 | $335.0K | 0.00% | +1,625+52.6% | Added |
| Ingalls & Snyder LLC | 4,719 | $336.0K | 0.01% | −59−1.2% | Reduced |
| Change Path, LLC | 4,746 | $337.7K | 0.01% | −172−3.5% | Reduced |
| Valeo Financial Advisors, LLC | 4,778 | $340.0K | 0.01% | +61+1.3% | Added |
| Apollon Wealth Management, LLC | 4,779 | $340.1K | 0.01% | +640+15.5% | Added |
| Atomi Financial Group, Inc. | 4,809 | $342.2K | 0.02% | −65−1.3% | Reduced |
| Pallas Capital Advisors LLC | 4,817 | $342.8K | 0.01% | +4,817 | New |
| Oppenheimer & Co Inc | 4,842 | $344.6K | 0.01% | +194+4.2% | Added |
| Allworth Financial LP | 4,842 | $347.4K | 0.00% | +287+6.3% | Added |
| NDVR, Inc. | 4,886 | $347.7K | 0.35% | −202−4.0% | Reduced |
| MBB Public Markets I LLC | 4,984 | $354.7K | 0.04% | +4,984 | New |
| Spire Wealth Management | 5,047 | $359.2K | 0.01% | +132+2.7% | Added |
| Vestcor Inc | 5,087 | $362.0K | 0.01% | +16+0.3% | Added |
| Private Wealth Advisors | 5,104 | $363.2K | 0.15% | +7+0.1% | Added |
| Smartleaf Asset Management LLC | 5,119 | $364.9K | 0.04% | −170−3.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 5,167 | $367.7K | 0.20% | −192−3.6% | Reduced |
| Financial Security Advisor, Inc. | 5,170 | $367.9K | 0.09% | −54−1.0% | Reduced |
| AE Wealth Management LLC | 5,175 | $368.3K | 0.00% | +487+10.4% | Added |