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 |
|---|---|---|---|---|---|
| STRS Ohio | 33,531 | $2.39M | 0.01% | −8,542−20.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 33,221 | $2.37M | 0.01% | +5,932+21.7% | Added |
| EP Wealth Advisors, LLC | 33,231 | $2.36M | 0.02% | −18,327−35.5% | Reduced |
| Willow Creek Wealth Management Inc. | 32,892 | $2.34M | 0.23% | 00.0% | Unchanged |
| Ethic Inc. | 33,148 | $2.33M | 0.05% | −1,165−3.4% | Reduced |
| JustInvest LLC | 32,490 | $2.31M | 0.03% | +2,552+8.5% | Added |
| Two Sigma Investments, LP | 32,426 | $2.31M | 0.01% | +3,511+12.1% | Added |
| Insight Inv LLC | 31,962 | $2.27M | 1.56% | +300+0.9% | Added |
| Interval Partners, LP | 31,908 | $2.27M | 0.08% | −55,000−63.3% | Reduced |
| Elo Mutual Pension Insurance Co | 31,882 | $2.27M | 0.05% | +1,216+4.0% | Added |
| OP Asset Management Ltd | 31,874 | $2.27M | 0.04% | +31,874 | New |
| Scotia Capital Inc. | 31,555 | $2.25M | 0.01% | −178−0.6% | Reduced |
| Mount Lucas Management LP | 31,497 | $2.24M | 1.05% | +15,814+100.8% | Added |
| Leavell Investment Management, Inc. | 31,432 | $2.24M | 0.11% | +90+0.3% | Added |
| Resources Management Corp | 30,502 | $2.17M | 0.31% | +1,345+4.6% | Added |
| Dean Capital Management | 30,437 | $2.17M | 0.94% | +703+2.4% | Added |
| Brighton Jones LLC | 30,078 | $2.14M | 0.07% | −20,425−40.4% | Reduced |
| Tribune Investment Group LP | 30,000 | $2.13M | 1.22% | +30,000 | New |
| Unigestion Holding SA | 29,656 | $2.11M | 0.12% | +15,776+113.7% | Added |
| SeaBridge Investment Advisors LLC | 29,615 | $2.11M | 0.46% | +2,571+9.5% | Added |
| Applied Capital LLC | 29,385 | $2.09M | 1.68% | −15−0.1% | Reduced |
| Verition Fund Management LLC | 29,053 | $2.07M | 0.01% | −6,912−19.2% | Reduced |
| Natixis | 28,662 | $2.03M | 0.01% | −144,969−83.5% | Reduced |
| Elm3 Financial Group, LLC | 28,362 | $2.02M | 1.77% | −5,127−15.3% | Reduced |
| Science & Technology Partners, L.P. | 28,267 | $2.01M | 0.80% | +28,267 | New |
| iA Global Asset Management Inc. | 27,638 | $1.97M | 0.03% | +6,853+33.0% | Added |
| Rakuten Investment Management, Inc. | 27,571 | $1.96M | 0.01% | +27,571 | New |
| Achmea Investment Management B.V. | 27,546 | $1.96M | 0.03% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 26,971 | $1.92M | 0.00% | −1,703−5.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 26,490 | $1.89M | 0.11% | +6,915+35.3% | Added |
| SG Americas Securities, LLC | 26,435 | $1.88M | 0.01% | −79,340−75.0% | Reduced |
| Lighthouse Investment Partners, LLC | 26,301 | $1.87M | 0.09% | +26,301 | New |
| Oregon Public Employees Retirement Fund | 25,790 | $1.84M | 0.04% | +20+0.1% | Added |
| Toroso Investments, LLC | 25,194 | $1.79M | 0.02% | −1,877−6.9% | Reduced |
| Crossmark Global Holdings, Inc. | 24,913 | $1.77M | 0.03% | −515−2.0% | Reduced |
| Cypress Advisory Group LLC | 24,910 | $1.77M | 1.62% | +525+2.2% | Added |
| Grace & White Inc | 24,869 | $1.77M | 0.34% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 24,644 | $1.75M | 0.00% | −39,106−61.3% | Reduced |
| Avanza Fonder AB | 25,101 | $1.75M | 0.06% | −943−3.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,494 | $1.74M | 0.01% | −3,541−12.6% | Reduced |
| Lazard Asset Management LLC | 24,320 | $1.73M | 0.00% | +1,588+7.0% | Added |
| Parsons Capital Management Inc | 24,251 | $1.73M | 0.09% | +1,004+4.3% | Added |
| Beacon Pointe Advisors, LLC | 24,160 | $1.72M | 0.02% | −267−1.1% | Reduced |
| Elgethun Capital Management | 24,064 | $1.71M | 0.38% | +20.0% | Added |
| Mizuho Securities USA LLC | 24,041 | $1.71M | 0.04% | −4,491−15.7% | Reduced |
| JT Stratford LLC | 23,991 | $1.71M | 0.30% | −2,029−7.8% | Reduced |
| Personal Cfo Solutions, LLC | 23,972 | $1.71M | 0.35% | +27+0.1% | Added |
| Virtus Investment Advisers, Inc. | 23,944 | $1.70M | 0.46% | +23,944 | New |
| Kovitz Investment Group Partners, LLC | 23,915 | $1.70M | 0.01% | −402−1.7% | Reduced |
| D.A. Davidson & Co. | 23,484 | $1.67M | 0.01% | −561−2.3% | Reduced |
| Bessemer Group Inc | 23,437 | $1.67M | 0.00% | −57,365−71.0% | Reduced |
| Citizens National Bank Trust Department | 23,311 | $1.66M | 0.35% | −6,958−23.0% | Reduced |
| Manchester Financial Inc | 23,286 | $1.66M | 0.37% | −8,347−26.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,253 | $1.65M | 0.01% | +5,726+32.7% | Added |
| Bleakley Financial Group, LLC | 23,237 | $1.65M | 0.05% | +162+0.7% | Added |
| DF Dent & Co Inc | 23,101 | $1.64M | 0.02% | 00.0% | Unchanged |
| Aristides Capital LLC | 23,000 | $1.64M | 0.61% | +23,000 | New |
| Railway Pension Investments Ltd | 22,950 | $1.63M | 0.02% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 22,859 | $1.63M | 0.80% | +17,579+332.9% | Added |
| Delphi Management Inc | 22,378 | $1.59M | 1.62% | −4,671−17.3% | Reduced |
| Pullen Investment Management, LLC | 22,100 | $1.57M | 0.99% | −854−3.7% | Reduced |
| Diversify Wealth Management, LLC | 21,741 | $1.55M | 0.12% | +2,301+11.8% | Added |
| Pensionfund Sabic | 21,750 | $1.55M | 0.46% | −2,000−8.4% | Reduced |
| Argent Trust Co | 21,566 | $1.53M | 0.06% | +17,686+455.8% | Added |
| Waverton Investment Management Ltd | 21,525 | $1.53M | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 21,472 | $1.53M | 0.01% | −4,987−18.8% | Reduced |
| Aurora Investment Counsel | 21,347 | $1.52M | 0.84% | −11,629−35.3% | Reduced |
| Ossiam | 21,218 | $1.51M | 0.02% | −2,572−10.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 21,174 | $1.51M | 0.70% | −413−1.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 20,783 | $1.48M | 0.09% | +2,111+11.3% | Added |
| Parr McKnight Wealth Management Group, LLC | 20,727 | $1.47M | 0.21% | +989+5.0% | Added |
| Sage Capital Advisors,llc | 20,677 | $1.47M | 0.39% | +13,177+175.7% | Added |
| Boston Partners | 20,516 | $1.46M | 0.00% | +7,929+63.0% | Added |
| Davenport & Co LLC | 20,396 | $1.45M | 0.01% | +2,785+15.8% | Added |
| Loomis Sayles & Co L P | 20,281 | $1.44M | 0.00% | −194,645−90.6% | Reduced |
| Kentucky Retirement Systems | 20,059 | $1.43M | 0.04% | −600−2.9% | Reduced |
| Investment Planning Advisors, Inc. | 20,007 | $1.42M | 0.58% | −11−0.1% | Reduced |
| NEOS Investment Management LLC | 19,985 | $1.42M | 0.03% | +3,758+23.2% | Added |
| Private Advisor Group, LLC | 19,935 | $1.42M | 0.01% | −1,653−7.7% | Reduced |
| Old Point Trust & Financial Services N A | 19,735 | $1.40M | 0.49% | +2,680+15.7% | Added |
| Skba Capital Management LLC | 19,501 | $1.39M | 0.21% | +10,174+109.1% | Added |
| Quantbot Technologies LP | 19,399 | $1.38M | 0.04% | +10,585+120.1% | Added |
| Buckingham Strategic Partners | 19,324 | $1.38M | 0.02% | −6,587−25.4% | Reduced |
| Greenline Partners, LLC | 19,319 | $1.37M | 0.20% | +19,319 | New |
| US Bancorp | 19,131 | $1.36M | 0.00% | +814+4.4% | Added |
| Stegent Equity Advisors, Inc. | 18,915 | $1.35M | 1.37% | −3,750−16.5% | Reduced |
| Almanack Investment Partners, LLC. | 18,902 | $1.35M | 0.27% | +606+3.3% | Added |
| M&T Bank Corp | 18,892 | $1.34M | 0.00% | +1,329+7.6% | Added |
| Rothschild Investment LLC | 18,730 | $1.33M | 0.09% | +31+0.2% | Added |
| Lecap Asset Management Ltd | 18,701 | $1.33M | 0.31% | −10,731−36.5% | Reduced |
| Trust Co of Vermont | 18,671 | $1.33M | 0.07% | +1,012+5.7% | Added |
| Ancora Advisors, LLC | 18,553 | $1.32M | 0.03% | +458+2.5% | Added |
| Metis Global Partners, LLC | 18,532 | $1.32M | 0.04% | +2,649+16.7% | Added |
| Hartford Investment Management Co | 18,529 | $1.32M | 0.05% | −192−1.0% | Reduced |
| Resonant Capital Advisors, LLC | 18,376 | $1.31M | 0.09% | +84+0.5% | Added |
| Pitcairn Co | 18,303 | $1.30M | 0.08% | −4,590−20.0% | Reduced |
| Kestra Advisory Services, LLC | 18,242 | $1.30M | 0.01% | +2,041+12.6% | Added |
| Bayforest Capital Ltd | 18,196 | $1.29M | 0.56% | +17,380+2,129.9% | Added |
| Avantax Advisory Services, Inc. | 18,181 | $1.29M | 0.01% | −346−1.9% | Reduced |
| Squarepoint Ops LLC | 17,967 | $1.28M | 0.00% | −131,656−88.0% | Reduced |