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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 16,338 | $1.16M | 0.02% | −1,079−6.2% | Reduced |
| Nations Financial Group Inc, | 16,490 | $1.17M | 0.09% | −121−0.7% | Reduced |
| Fairfield, Bush & Co. | 16,674 | $1.19M | 0.75% | −875−5.0% | Reduced |
| Impact Partnership Wealth, LLC | 16,706 | $1.19M | 0.25% | +8,990+116.5% | Added |
| Brown, Lisle/Cummings, Inc. | 16,780 | $1.19M | 0.35% | 00.0% | Unchanged |
| Twin Capital Management Inc | 16,791 | $1.19M | 0.14% | −308−1.8% | Reduced |
| Aquatic Capital Management LLC | 17,046 | $1.21M | 0.03% | +2,098+14.0% | Added |
| Federation des caisses Desjardins du Quebec | 17,197 | $1.22M | 0.01% | +7,131+70.8% | Added |
| Invst, LLC | 17,330 | $1.23M | 0.17% | +17,330 | New |
| HM Payson & Co | 17,390 | $1.24M | 0.02% | +847+5.1% | Added |
| Wealthfront Advisers LLC | 17,412 | $1.24M | 0.00% | +3,870+28.6% | Added |
| Integrated Wealth Concepts LLC | 17,508 | $1.25M | 0.01% | −857−4.7% | Reduced |
| Picton Mahoney Asset Management | 17,518 | $1.25M | 0.04% | +17,518 | New |
| Merit Financial Group, LLC | 17,532 | $1.25M | 0.02% | +7,961+83.2% | Added |
| Paradigm Asset Management Co LLC | 17,800 | $1.27M | 0.34% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 17,967 | $1.28M | 0.00% | −131,656−88.0% | Reduced |
| Avantax Advisory Services, Inc. | 18,181 | $1.29M | 0.01% | −346−1.9% | Reduced |
| Bayforest Capital Ltd | 18,196 | $1.29M | 0.56% | +17,380+2,129.9% | Added |
| Kestra Advisory Services, LLC | 18,242 | $1.30M | 0.01% | +2,041+12.6% | Added |
| Pitcairn Co | 18,303 | $1.30M | 0.08% | −4,590−20.0% | Reduced |
| Resonant Capital Advisors, LLC | 18,376 | $1.31M | 0.09% | +84+0.5% | Added |
| Hartford Investment Management Co | 18,529 | $1.32M | 0.05% | −192−1.0% | Reduced |
| Metis Global Partners, LLC | 18,532 | $1.32M | 0.04% | +2,649+16.7% | Added |
| Ancora Advisors, LLC | 18,553 | $1.32M | 0.03% | +458+2.5% | Added |
| Trust Co of Vermont | 18,671 | $1.33M | 0.07% | +1,012+5.7% | Added |
| Lecap Asset Management Ltd | 18,701 | $1.33M | 0.31% | −10,731−36.5% | Reduced |
| Rothschild Investment LLC | 18,730 | $1.33M | 0.09% | +31+0.2% | Added |
| M&T Bank Corp | 18,892 | $1.34M | 0.00% | +1,329+7.6% | Added |
| Almanack Investment Partners, LLC. | 18,902 | $1.35M | 0.27% | +606+3.3% | Added |
| Stegent Equity Advisors, Inc. | 18,915 | $1.35M | 1.37% | −3,750−16.5% | Reduced |
| US Bancorp | 19,131 | $1.36M | 0.00% | +814+4.4% | Added |
| Greenline Partners, LLC | 19,319 | $1.37M | 0.20% | +19,319 | New |
| Buckingham Strategic Partners | 19,324 | $1.38M | 0.02% | −6,587−25.4% | Reduced |
| Quantbot Technologies LP | 19,399 | $1.38M | 0.04% | +10,585+120.1% | Added |
| Skba Capital Management LLC | 19,501 | $1.39M | 0.21% | +10,174+109.1% | Added |
| Old Point Trust & Financial Services N A | 19,735 | $1.40M | 0.49% | +2,680+15.7% | Added |
| Private Advisor Group, LLC | 19,935 | $1.42M | 0.01% | −1,653−7.7% | Reduced |
| NEOS Investment Management LLC | 19,985 | $1.42M | 0.03% | +3,758+23.2% | Added |
| Investment Planning Advisors, Inc. | 20,007 | $1.42M | 0.58% | −11−0.1% | Reduced |
| Kentucky Retirement Systems | 20,059 | $1.43M | 0.04% | −600−2.9% | Reduced |
| Loomis Sayles & Co L P | 20,281 | $1.44M | 0.00% | −194,645−90.6% | Reduced |
| Davenport & Co LLC | 20,396 | $1.45M | 0.01% | +2,785+15.8% | Added |
| Boston Partners | 20,516 | $1.46M | 0.00% | +7,929+63.0% | Added |
| Sage Capital Advisors,llc | 20,677 | $1.47M | 0.39% | +13,177+175.7% | Added |
| Parr McKnight Wealth Management Group, LLC | 20,727 | $1.47M | 0.21% | +989+5.0% | Added |
| Procyon Private Wealth Partners, LLC | 20,783 | $1.48M | 0.09% | +2,111+11.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 21,174 | $1.51M | 0.70% | −413−1.9% | Reduced |
| Ossiam | 21,218 | $1.51M | 0.02% | −2,572−10.8% | Reduced |
| Aurora Investment Counsel | 21,347 | $1.52M | 0.84% | −11,629−35.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 21,472 | $1.53M | 0.01% | −4,987−18.8% | Reduced |
| Waverton Investment Management Ltd | 21,525 | $1.53M | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 21,566 | $1.53M | 0.06% | +17,686+455.8% | Added |
| Pensionfund Sabic | 21,750 | $1.55M | 0.46% | −2,000−8.4% | Reduced |
| Diversify Wealth Management, LLC | 21,741 | $1.55M | 0.12% | +2,301+11.8% | Added |
| Pullen Investment Management, LLC | 22,100 | $1.57M | 0.99% | −854−3.7% | Reduced |
| Delphi Management Inc | 22,378 | $1.59M | 1.62% | −4,671−17.3% | Reduced |
| ISAM Funds (UK) Ltd | 22,859 | $1.63M | 0.80% | +17,579+332.9% | Added |
| Railway Pension Investments Ltd | 22,950 | $1.63M | 0.02% | 00.0% | Unchanged |
| Aristides Capital LLC | 23,000 | $1.64M | 0.61% | +23,000 | New |
| DF Dent & Co Inc | 23,101 | $1.64M | 0.02% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 23,237 | $1.65M | 0.05% | +162+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 23,253 | $1.65M | 0.01% | +5,726+32.7% | Added |
| Manchester Financial Inc | 23,286 | $1.66M | 0.37% | −8,347−26.4% | Reduced |
| Citizens National Bank Trust Department | 23,311 | $1.66M | 0.35% | −6,958−23.0% | Reduced |
| Bessemer Group Inc | 23,437 | $1.67M | 0.00% | −57,365−71.0% | Reduced |
| D.A. Davidson & Co. | 23,484 | $1.67M | 0.01% | −561−2.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 23,915 | $1.70M | 0.01% | −402−1.7% | Reduced |
| Virtus Investment Advisers, Inc. | 23,944 | $1.70M | 0.46% | +23,944 | New |
| Personal Cfo Solutions, LLC | 23,972 | $1.71M | 0.35% | +27+0.1% | Added |
| JT Stratford LLC | 23,991 | $1.71M | 0.30% | −2,029−7.8% | Reduced |
| Mizuho Securities USA LLC | 24,041 | $1.71M | 0.04% | −4,491−15.7% | Reduced |
| Elgethun Capital Management | 24,064 | $1.71M | 0.38% | +20.0% | Added |
| Beacon Pointe Advisors, LLC | 24,160 | $1.72M | 0.02% | −267−1.1% | Reduced |
| Parsons Capital Management Inc | 24,251 | $1.73M | 0.09% | +1,004+4.3% | Added |
| Lazard Asset Management LLC | 24,320 | $1.73M | 0.00% | +1,588+7.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,494 | $1.74M | 0.01% | −3,541−12.6% | Reduced |
| Avanza Fonder AB | 25,101 | $1.75M | 0.06% | −943−3.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 24,644 | $1.75M | 0.00% | −39,106−61.3% | Reduced |
| Grace & White Inc | 24,869 | $1.77M | 0.34% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 24,910 | $1.77M | 1.62% | +525+2.2% | Added |
| Crossmark Global Holdings, Inc. | 24,913 | $1.77M | 0.03% | −515−2.0% | Reduced |
| Toroso Investments, LLC | 25,194 | $1.79M | 0.02% | −1,877−6.9% | Reduced |
| Oregon Public Employees Retirement Fund | 25,790 | $1.84M | 0.04% | +20+0.1% | Added |
| Lighthouse Investment Partners, LLC | 26,301 | $1.87M | 0.09% | +26,301 | New |
| SG Americas Securities, LLC | 26,435 | $1.88M | 0.01% | −79,340−75.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 26,490 | $1.89M | 0.11% | +6,915+35.3% | Added |
| Neuberger Berman Group LLC | 26,971 | $1.92M | 0.00% | −1,703−5.9% | Reduced |
| Achmea Investment Management B.V. | 27,546 | $1.96M | 0.03% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 27,571 | $1.96M | 0.01% | +27,571 | New |
| iA Global Asset Management Inc. | 27,638 | $1.97M | 0.03% | +6,853+33.0% | Added |
| Science & Technology Partners, L.P. | 28,267 | $2.01M | 0.80% | +28,267 | New |
| Elm3 Financial Group, LLC | 28,362 | $2.02M | 1.77% | −5,127−15.3% | Reduced |
| Natixis | 28,662 | $2.03M | 0.01% | −144,969−83.5% | Reduced |
| Verition Fund Management LLC | 29,053 | $2.07M | 0.01% | −6,912−19.2% | Reduced |
| Applied Capital LLC | 29,385 | $2.09M | 1.68% | −15−0.1% | Reduced |
| SeaBridge Investment Advisors LLC | 29,615 | $2.11M | 0.46% | +2,571+9.5% | Added |
| Unigestion Holding SA | 29,656 | $2.11M | 0.12% | +15,776+113.7% | Added |
| Tribune Investment Group LP | 30,000 | $2.13M | 1.22% | +30,000 | New |
| Brighton Jones LLC | 30,078 | $2.14M | 0.07% | −20,425−40.4% | Reduced |
| Dean Capital Management | 30,437 | $2.17M | 0.94% | +703+2.4% | Added |