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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 17,800 | $1.27M | 0.34% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 17,532 | $1.25M | 0.02% | +7,961+83.2% | Added |
| Picton Mahoney Asset Management | 17,518 | $1.25M | 0.04% | +17,518 | New |
| Integrated Wealth Concepts LLC | 17,508 | $1.25M | 0.01% | −857−4.7% | Reduced |
| Wealthfront Advisers LLC | 17,412 | $1.24M | 0.00% | +3,870+28.6% | Added |
| HM Payson & Co | 17,390 | $1.24M | 0.02% | +847+5.1% | Added |
| Invst, LLC | 17,330 | $1.23M | 0.17% | +17,330 | New |
| Federation des caisses Desjardins du Quebec | 17,197 | $1.22M | 0.01% | +7,131+70.8% | Added |
| Aquatic Capital Management LLC | 17,046 | $1.21M | 0.03% | +2,098+14.0% | Added |
| Twin Capital Management Inc | 16,791 | $1.19M | 0.14% | −308−1.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 16,780 | $1.19M | 0.35% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 16,706 | $1.19M | 0.25% | +8,990+116.5% | Added |
| Fairfield, Bush & Co. | 16,674 | $1.19M | 0.75% | −875−5.0% | Reduced |
| Nations Financial Group Inc, | 16,490 | $1.17M | 0.09% | −121−0.7% | Reduced |
| Sterling Capital Management LLC | 16,338 | $1.16M | 0.02% | −1,079−6.2% | Reduced |
| Axq Capital, LP | 16,272 | $1.16M | 0.46% | +16,272 | New |
| 111 Capital | 16,182 | $1.15M | 0.22% | +10,995+212.0% | Added |
| Wedbush Securities Inc | 16,172 | $1.15M | 0.04% | −703−4.2% | Reduced |
| Louisiana State Employees Retirement System | 16,100 | $1.15M | 0.02% | −100−0.6% | Reduced |
| Empire Financial Management Company, LLC | 16,087 | $1.14M | 0.35% | +1,325+9.0% | Added |
| Gulf International Bank (UK) Ltd | 15,937 | $1.13M | 0.04% | −8,498−34.8% | Reduced |
| Exchange Traded Concepts, LLC | 15,889 | $1.13M | 0.02% | +257+1.6% | Added |
| Securian Asset Management, Inc | 15,834 | $1.13M | 0.03% | −345−2.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 15,759 | $1.12M | 0.07% | −11,587−42.4% | Reduced |
| Norinchukin Bank, The | 15,697 | $1.12M | 0.02% | +2,089+15.4% | Added |
| Quest Partners LLC | 15,677 | $1.12M | 0.12% | −30,531−66.1% | Reduced |
| LVW Advisors, LLC | 15,656 | $1.11M | 0.13% | −919−5.5% | Reduced |
| Williamson Legacy Group, LLC | 15,441 | $1.10M | 1.04% | +8,733+130.2% | Added |
| Tower Research Capital LLC (TRC) | 15,389 | $1.10M | 0.03% | −12,852−45.5% | Reduced |
| Pacer Advisors, Inc. | 15,319 | $1.09M | 0.00% | −8,756−36.4% | Reduced |
| Allstate Corp | 15,135 | $1.08M | 0.03% | +4,848+47.1% | Added |
| Convergence Investment Partners, LLC | 14,995 | $1.07M | 0.30% | +14,995 | New |
| Vinva Investment Management Ltd | 14,953 | $1.07M | 0.04% | +5,179+53.0% | Added |
| Vontobel Holding Ltd. | 14,908 | $1.06M | 0.00% | +9,677+185.0% | Added |
| Ballentine Partners, LLC | 14,907 | $1.06M | 0.02% | +44+0.3% | Added |
| Venturi Wealth Management, LLC | 14,806 | $1.05M | 0.05% | +414+2.9% | Added |
| Kornitzer Capital Management Inc | 14,797 | $1.05M | 0.02% | +525+3.7% | Added |
| Impact Capital Partners LLC | 14,772 | $1.05M | 0.38% | +420+2.9% | Added |
| Everence Capital Management Inc | 14,737 | $1.05M | 0.07% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 14,719 | $1.05M | 0.12% | +14,719 | New |
| AG2R la Mondiale Gestion D'Actifs | 14,017 | $1.05M | 0.06% | +14,017 | New |
| Great Lakes Advisors, LLC | 14,158 | $1.01M | 0.01% | −5,513−28.0% | Reduced |
| New Mexico Educational Retirement Board | 14,075 | $1.00M | 0.04% | −300−2.1% | Reduced |
| Park Avenue Securities LLC | 14,006 | $997.0K | 0.01% | +932+7.1% | Added |
| HBK Sorce Advisory LLC | 13,918 | $990.4K | 0.03% | −61−0.4% | Reduced |
| Net Worth Advisory Group | 13,837 | $984.6K | 0.31% | +279+2.1% | Added |
| Savant Capital, LLC | 13,749 | $978.4K | 0.01% | +504+3.8% | Added |
| Maryland State Retirement & Pension System | 13,734 | $977.3K | 0.02% | −2,530−15.6% | Reduced |
| Bellevue Asset Management, LLC | 13,516 | $961.8K | 0.52% | −121−0.9% | Reduced |
| ING Groep NV | 13,468 | $958.4K | 0.01% | −138−1.0% | Reduced |
| Compass Wealth Management LLC | 13,331 | $948.6K | 0.24% | 00.0% | Unchanged |
| Hancock Whitney Corp | 13,309 | $947.1K | 0.03% | −145,792−91.6% | Reduced |
| Empirical Asset Management, LLC | 13,153 | $935.9K | 0.32% | −1,474−10.1% | Reduced |
| CAPROCK Group, Inc. | 13,135 | $934.7K | 0.03% | +3,880+41.9% | Added |
| Caisse des Depots Et Consignations | 13,103 | $932.4K | 0.04% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 13,060 | $929.4K | 0.10% | −44,413−77.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 12,991 | $924.4K | 0.39% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 12,910 | $918.7K | 0.35% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 12,855 | $914.8K | 0.01% | +1,218+10.5% | Added |
| Orion Portfolio Solutions, LLC | 12,855 | $914.8K | 0.01% | +1,218+10.5% | Added |
| Stevens Capital Management LP | 12,657 | $901.0K | 0.22% | +5,425+75.0% | Added |
| Aptus Capital Advisors, LLC | 12,532 | $891.8K | 0.01% | +3,654+41.2% | Added |
| Moody Lynn & Lieberson, LLC | 12,377 | $880.7K | 0.06% | +835+7.2% | Added |
| Baader Bank INC | 12,010 | $853.4K | 0.09% | +85+0.7% | Added |
| Thompson Siegel & Walmsley LLC | 11,929 | $849.0K | 0.01% | −359−2.9% | Reduced |
| Umb Bank N A | 11,918 | $848.1K | 0.01% | −68−0.6% | Reduced |
| Ambassador Advisors, LLC | 11,889 | $846.0K | 0.15% | −320−2.6% | Reduced |
| We Are One Seven, LLC | 11,807 | $840.2K | 0.03% | +869+7.9% | Added |
| Cumberland Partners Ltd | 11,765 | $837.2K | 0.06% | −36,270−75.5% | Reduced |
| State of Wyoming | 11,509 | $819.0K | 0.11% | +5,373+87.6% | Added |
| Bridgewater Associates, LP | 11,459 | $815.4K | 0.00% | +11,459 | New |
| Foundations Investment Advisors, LLC | 11,399 | $811.1K | 0.01% | +7,083+164.1% | Added |
| NCM Capital Management, LLC | 11,259 | $801.2K | 0.36% | 00.0% | Unchanged |
| Aviva PLC | 11,167 | $794.6K | 0.00% | −49−0.4% | Reduced |
| Legacy Advisors, LLC | 11,077 | $788.2K | 0.08% | −733−6.2% | Reduced |
| Omers Administration Corp | 11,049 | $786.2K | 0.01% | −1,842−14.3% | Reduced |
| Resources Investment Advisors, LLC. | 10,979 | $781.3K | 0.01% | −6,107−35.7% | Reduced |
| Everpar Advisors LLC | 10,818 | $769.8K | 0.41% | −1,086−9.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,800 | $768.5K | 0.01% | −1,350−11.1% | Reduced |
| Empower Advisory Group, LLC | 10,729 | $763.5K | 0.00% | −70−0.6% | Reduced |
| Empirical Finance, LLC | 10,365 | $737.6K | 0.04% | +414+4.2% | Added |
| Cobblestone Capital Advisors LLC | 10,354 | $736.8K | 0.04% | +34+0.3% | Added |
| Heritage Family Offices, LLP | 10,218 | $727.1K | 0.37% | +1,872+22.4% | Added |
| HB Wealth Management, LLC | 10,212 | $726.7K | 0.01% | +4,146+68.3% | Added |
| Gifford Fong Associates | 10,125 | $720.0K | 0.18% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 10,059 | $715.8K | 0.40% | −209−2.0% | Reduced |
| Commerce Bank | 10,000 | $711.6K | 0.00% | −320−3.1% | Reduced |
| Keb Asset Management, LLC | 9,974 | $709.8K | 0.20% | −9,311−48.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,868 | $702.0K | 0.01% | −1,094−10.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,845 | $700.6K | 0.00% | −1,104−10.1% | Reduced |
| Lido Advisors, LLC | 9,824 | $699.1K | 0.00% | −1,126−10.3% | Reduced |
| Board of the Pension Protection Fund | 9,800 | $697.4K | 0.80% | +9,800 | New |
| Claro Advisors LLC | 9,794 | $696.9K | 0.09% | −1,077−9.9% | Reduced |
| Bradley Foster & Sargent Inc | 9,747 | $693.6K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 9,649 | $686.6K | 0.02% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 9,627 | $685.1K | 0.69% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,549 | $679.5K | 0.01% | −10−0.1% | Reduced |
| WSFS Capital Management, LLC | 9,514 | $677.0K | 0.04% | −278−2.8% | Reduced |
| Nomura Holdings Inc | 9,488 | $675.2K | 0.00% | −431−4.3% | Reduced |
| Acadian Asset Management LLC | 9,506 | $675.0K | 0.00% | +7,601+399.0% | Added |