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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 5,200 | $370.0K | 0.01% | +656+14.4% | Added |
| Beacon Financial Group | 5,250 | $373.6K | 0.04% | −160−3.0% | Reduced |
| Firethorn Wealth Partners, LLC | 5,268 | $374.9K | 0.18% | +662+14.4% | Added |
| Horizon Advisory Services, Inc. | 5,276 | $375.4K | 0.21% | +104+2.0% | Added |
| Osterweis Capital Management Inc | 5,290 | $376.4K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 5,283 | $376.5K | 0.02% | +316+6.4% | Added |
| Compass Capital Corp | 5,288 | $376.6K | 0.20% | −99−1.8% | Reduced |
| MUFG Securities Americas Inc. | 5,315 | $378.2K | 0.04% | +870+19.6% | Added |
| Mission Wealth Management, LP | 5,375 | $382.5K | 0.01% | +5,375 | New |
| RSM US Wealth Management LLC | 5,397 | $384.0K | 0.01% | −101−1.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,430 | $386.4K | 0.01% | +506+10.3% | Added |
| Strategy Asset Managers LLC | 5,434 | $386.7K | 0.08% | +5,434 | New |
| Severin Investments, LLC | 5,450 | $387.8K | 0.39% | +223+4.3% | Added |
| Cynosure Management, LLC | 5,460 | $388.5K | 0.05% | +399+7.9% | Added |
| Peapack Gladstone Financial Corp | 5,518 | $393.0K | 0.01% | +56+1.0% | Added |
| Alps Advisors Inc | 5,611 | $399.3K | 0.00% | −471−7.7% | Reduced |
| Graham Capital Wealth Management, LLC | 5,677 | $404.0K | 0.43% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,696 | $405.3K | 0.19% | +1,775+45.3% | Added |
| Principal Securities, Inc. | 6,954 | $407.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,781 | $411.0K | 0.02% | −238−4.0% | Reduced |
| Walleye Capital LLC | 5,794 | $412.3K | 0.00% | −41,885−87.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,833 | $415.1K | 0.01% | −53−0.9% | Reduced |
| Portside Wealth Group, LLC | 5,885 | $418.8K | 0.07% | +1,244+26.8% | Added |
| Romano Brothers and Company | 5,920 | $421.3K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,929 | $421.9K | 0.00% | +142+2.5% | Added |
| Thrive Wealth Management, LLC | 6,097 | $433.9K | 0.08% | +784+14.8% | Added |
| Legacy Capital Wealth Partners, LLC | 6,116 | $435.2K | 0.11% | −1,599−20.7% | Reduced |
| Adviser Investments LLC | 6,142 | $437.1K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,143 | $437.1K | 0.01% | +1,727+39.1% | Added |
| Quadrant Capital Group LLC | 6,166 | $438.8K | 0.02% | +2,805+83.5% | Added |
| Prime Capital Investment Advisors, LLC | 6,173 | $439.3K | 0.01% | +420+7.3% | Added |
| Aigen Investment Management, LP | 6,243 | $444.3K | 0.07% | −4,409−41.4% | Reduced |
| Carmel Capital Partners, LLC | 6,269 | $446.1K | 0.18% | +4+0.1% | Added |
| Axxcess Wealth Management, LLC | 6,385 | $454.3K | 0.01% | +228+3.7% | Added |
| Schechter Investment Advisors, LLC | 6,397 | $455.2K | 0.04% | −225−3.4% | Reduced |
| Diligent Investors, LLC | 6,411 | $456.2K | 0.11% | −237−3.6% | Reduced |
| Guggenheim Capital LLC | 6,413 | $456.3K | 0.00% | −692−9.7% | Reduced |
| Matrix Private Capital Group LLC | 6,440 | $458.3K | 0.27% | −3,018−31.9% | Reduced |
| Private Trust Co NA | 6,470 | $460.4K | 0.05% | −93−1.4% | Reduced |
| Naples Global Advisors, LLC | 6,588 | $468.8K | 0.04% | −250−3.7% | Reduced |
| Global Assets Advisory, LLC | 6,968 | $470.4K | 0.09% | +6,968 | New |
| United Capital Financial Advisers, LLC | 6,666 | $474.3K | 0.00% | +80+1.2% | Added |
| Carnegie Capital Asset Management, LLC | 6,670 | $474.6K | 0.01% | +6,670 | New |
| Fifth Third Wealth Advisors LLC | 6,720 | $478.2K | 0.02% | +1,754+35.3% | Added |
| Investment Partners Asset Management, Inc. | 6,750 | $480.3K | 0.38% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 6,750 | $480.3K | 0.01% | +6,750 | New |
| Keybank National Association | 6,818 | $485.2K | 0.00% | +492+7.8% | Added |
| United Services Automobile Association | 6,845 | $487.8K | 0.02% | +6,845 | New |
| Genesis Private Wealth, LLC | 6,862 | $488.3K | 0.26% | −1,175−14.6% | Reduced |
| Wealth Advisors of Iowa, LLC | 6,882 | $489.7K | 0.21% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 6,885 | $489.9K | 0.00% | +2,775+67.5% | Added |
| Callan Family Office, LLC | 6,898 | $490.9K | 0.04% | −12,694−64.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,930 | $493.1K | 0.00% | −4,392−38.8% | Reduced |
| SRS Capital Advisors, Inc. | 6,979 | $496.7K | 0.03% | +4,913+237.8% | Added |
| Sagespring Wealth Partners, LLC | 7,054 | $502.0K | 0.01% | +445+6.7% | Added |
| DORVAL Corp | 8,015 | $505.6K | 0.20% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,111 | $506.0K | 0.01% | +7,111 | New |
| Equitable Holdings, Inc. | 7,155 | $509.1K | 0.00% | +449+6.7% | Added |
| Magnetar Financial LLC | 7,156 | $509.2K | 0.01% | +7,156 | New |
| Baron Wealth Management LLC | 7,199 | $512.3K | 0.23% | −180−2.4% | Reduced |
| Greenleaf Trust | 7,205 | $512.7K | 0.00% | −436−5.7% | Reduced |
| Eqis Capital Management, Inc. | 7,258 | $516.5K | 0.04% | −1,524−17.4% | Reduced |
| Penserra Capital Management LLC | 7,276 | $517.0K | 0.01% | +5,133+239.5% | Added |
| Level Four Advisory Services, LLC | 7,383 | $525.4K | 0.02% | −540−6.8% | Reduced |
| Adalta Capital Management LLC | 7,420 | $528.0K | 0.28% | +6,375+610.0% | Added |
| Clear Harbor Asset Management, LLC | 7,422 | $528.1K | 0.04% | +968+15.0% | Added |
| Tufton Capital Management | 7,425 | $528.4K | 0.10% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7,439 | $529.4K | 0.00% | +553+8.0% | Added |
| Fox Run Management, L.L.C. | 7,477 | $532.1K | 0.08% | −18,582−71.3% | Reduced |
| Aurelius Family Office LLC | 7,519 | $535.1K | 0.27% | −7,480−49.9% | Reduced |
| Wealthspire Advisors, LLC | 7,580 | $539.4K | 0.00% | +1,128+17.5% | Added |
| Bard Financial Services, Inc. | 7,590 | $540.1K | 0.07% | 00.0% | Unchanged |
| Gibbs Wealth Management | 7,594 | $540.4K | 0.13% | +1,524+25.1% | Added |
| IHT Wealth Management, LLC | 7,671 | $545.8K | 0.02% | +2,779+56.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,733 | $550.3K | 0.01% | 00.0% | Unchanged |
| Groupama Asset Managment | 7,834 | $558.3K | 0.01% | +7,834 | New |
| Meiji Yasuda Asset Management Co Ltd. | 7,954 | $566.0K | 0.02% | −35,392−81.6% | Reduced |
| Wedmont Private Capital | 8,278 | $566.6K | 0.03% | +240+3.0% | Added |
| Baird Financial Group, Inc. | 7,997 | $569.1K | 0.00% | +141+1.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,029 | $571.4K | 0.02% | +155+2.0% | Added |
| Snowden Capital Advisors LLC | 8,073 | $574.5K | 0.02% | −1,197−12.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 8,084 | $575.3K | 0.00% | −3,548−30.5% | Reduced |
| EverSource Wealth Advisors, LLC | 8,122 | $578.0K | 0.03% | −494−5.7% | Reduced |
| Advisor OS, LLC | 8,135 | $578.9K | 0.07% | −1,015−11.1% | Reduced |
| Fiduciary Alliance LLC | 8,163 | $580.9K | 0.06% | +733+9.9% | Added |
| Advisors Asset Management, Inc. | 8,203 | $583.7K | 0.01% | −3,444−29.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 8,217 | $584.7K | 0.04% | +8,217 | New |
| Ritholtz Wealth Management | 8,218 | $584.8K | 0.02% | +574+7.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,277 | $588.0K | 0.01% | −620−7.0% | Reduced |
| Siemens Fonds Invest GmbH | 8,268 | $588.4K | 0.04% | +8,268 | New |
| Wealth Alliance | 8,315 | $591.7K | 0.07% | −44−0.5% | Reduced |
| Entropy Technologies, LP | 8,332 | $592.9K | 0.06% | −27,034−76.4% | Reduced |
| YHB Investment Advisors, Inc. | 8,336 | $593.2K | 0.05% | −3,000−26.5% | Reduced |
| Fort Washington Investment Advisors Inc | 8,438 | $600.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8,638 | $606.8K | 0.02% | +4,924+132.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,544 | $608.0K | 0.04% | +8,544 | New |
| ASR Vermogensbeheer N.V. | 8,547 | $608.2K | 0.01% | +8,547 | New |
| Investment Management Corp of Ontario | 8,601 | $612.0K | 0.01% | +100+1.2% | Added |
| Glenmede Trust Co NA | 8,602 | $612.1K | 0.00% | −4,406−33.9% | Reduced |
| Brown Advisory Inc | 8,637 | $614.6K | 0.00% | +840+10.8% | Added |