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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 9,442 | $671.9K | 0.05% | +1,815+23.8% | Added |
| Weiss Asset Management LP | 9,426 | $670.8K | 0.02% | −194,086−95.4% | Reduced |
| King Luther Capital Management Corp | 9,426 | $670.8K | 0.00% | −49−0.5% | Reduced |
| Washington Capital Management Inc | 9,400 | $668.9K | 0.54% | 00.0% | Unchanged |
| Teza Capital Management LLC | 9,284 | $660.6K | 0.30% | +5,413+139.8% | Added |
| Greenwood Capital Associates LLC | 9,253 | $658.4K | 0.09% | −79−0.8% | Reduced |
| Boothbay Fund Management, LLC | 9,253 | $658.4K | 0.02% | +5,423+141.6% | Added |
| Transatlantique Private Wealth LLC | 9,137 | $650.2K | 0.26% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 9,096 | $647.0K | 0.32% | 00.0% | Unchanged |
| Blair William & Co | 9,090 | $646.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 8,957 | $637.4K | 0.00% | +573+6.8% | Added |
| GWM Advisors LLC | 8,769 | $623.9K | 0.00% | −924−9.5% | Reduced |
| Tectonic Advisors LLC | 8,703 | $619.3K | 0.04% | −655−7.0% | Reduced |
| IFC Advisors LLC | 8,696 | $618.8K | 0.13% | +63+0.7% | Added |
| Coldstream Capital Management Inc | 8,652 | $615.7K | 0.01% | −628−6.8% | Reduced |
| Brown Advisory Inc | 8,637 | $614.6K | 0.00% | +840+10.8% | Added |
| Glenmede Trust Co NA | 8,602 | $612.1K | 0.00% | −4,406−33.9% | Reduced |
| Investment Management Corp of Ontario | 8,601 | $612.0K | 0.01% | +100+1.2% | Added |
| ASR Vermogensbeheer N.V. | 8,547 | $608.2K | 0.01% | +8,547 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,544 | $608.0K | 0.04% | +8,544 | New |
| Farther Finance Advisors, LLC | 8,638 | $606.8K | 0.02% | +4,924+132.6% | Added |
| Fort Washington Investment Advisors Inc | 8,438 | $600.4K | 0.00% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 8,336 | $593.2K | 0.05% | −3,000−26.5% | Reduced |
| Entropy Technologies, LP | 8,332 | $592.9K | 0.06% | −27,034−76.4% | Reduced |
| Wealth Alliance | 8,315 | $591.7K | 0.07% | −44−0.5% | Reduced |
| Siemens Fonds Invest GmbH | 8,268 | $588.4K | 0.04% | +8,268 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,277 | $588.0K | 0.01% | −620−7.0% | Reduced |
| Ritholtz Wealth Management | 8,218 | $584.8K | 0.02% | +574+7.5% | Added |
| Fullerton Fund Management Co Ltd. | 8,217 | $584.7K | 0.04% | +8,217 | New |
| Advisors Asset Management, Inc. | 8,203 | $583.7K | 0.01% | −3,444−29.6% | Reduced |
| Fiduciary Alliance LLC | 8,163 | $580.9K | 0.06% | +733+9.9% | Added |
| Advisor OS, LLC | 8,135 | $578.9K | 0.07% | −1,015−11.1% | Reduced |
| EverSource Wealth Advisors, LLC | 8,122 | $578.0K | 0.03% | −494−5.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 8,084 | $575.3K | 0.00% | −3,548−30.5% | Reduced |
| Snowden Capital Advisors LLC | 8,073 | $574.5K | 0.02% | −1,197−12.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,029 | $571.4K | 0.02% | +155+2.0% | Added |
| Baird Financial Group, Inc. | 7,997 | $569.1K | 0.00% | +141+1.8% | Added |
| Wedmont Private Capital | 8,278 | $566.6K | 0.03% | +240+3.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,954 | $566.0K | 0.02% | −35,392−81.6% | Reduced |
| Groupama Asset Managment | 7,834 | $558.3K | 0.01% | +7,834 | New |
| B. Metzler seel. Sohn & Co. AG | 7,733 | $550.3K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,671 | $545.8K | 0.02% | +2,779+56.8% | Added |
| Gibbs Wealth Management | 7,594 | $540.4K | 0.13% | +1,524+25.1% | Added |
| Bard Financial Services, Inc. | 7,590 | $540.1K | 0.07% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 7,580 | $539.4K | 0.00% | +1,128+17.5% | Added |
| Aurelius Family Office LLC | 7,519 | $535.1K | 0.27% | −7,480−49.9% | Reduced |
| Fox Run Management, L.L.C. | 7,477 | $532.1K | 0.08% | −18,582−71.3% | Reduced |
| Brown Brothers Harriman & Co | 7,439 | $529.4K | 0.00% | +553+8.0% | Added |
| Tufton Capital Management | 7,425 | $528.4K | 0.10% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 7,422 | $528.1K | 0.04% | +968+15.0% | Added |
| Adalta Capital Management LLC | 7,420 | $528.0K | 0.28% | +6,375+610.0% | Added |
| Level Four Advisory Services, LLC | 7,383 | $525.4K | 0.02% | −540−6.8% | Reduced |
| Penserra Capital Management LLC | 7,276 | $517.0K | 0.01% | +5,133+239.5% | Added |
| Eqis Capital Management, Inc. | 7,258 | $516.5K | 0.04% | −1,524−17.4% | Reduced |
| Greenleaf Trust | 7,205 | $512.7K | 0.00% | −436−5.7% | Reduced |
| Baron Wealth Management LLC | 7,199 | $512.3K | 0.23% | −180−2.4% | Reduced |
| Magnetar Financial LLC | 7,156 | $509.2K | 0.01% | +7,156 | New |
| Equitable Holdings, Inc. | 7,155 | $509.1K | 0.00% | +449+6.7% | Added |
| Forum Financial Management, LP | 7,111 | $506.0K | 0.01% | +7,111 | New |
| DORVAL Corp | 8,015 | $505.6K | 0.20% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 7,054 | $502.0K | 0.01% | +445+6.7% | Added |
| SRS Capital Advisors, Inc. | 6,979 | $496.7K | 0.03% | +4,913+237.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,930 | $493.1K | 0.00% | −4,392−38.8% | Reduced |
| Callan Family Office, LLC | 6,898 | $490.9K | 0.04% | −12,694−64.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,885 | $489.9K | 0.00% | +2,775+67.5% | Added |
| Wealth Advisors of Iowa, LLC | 6,882 | $489.7K | 0.21% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 6,862 | $488.3K | 0.26% | −1,175−14.6% | Reduced |
| United Services Automobile Association | 6,845 | $487.8K | 0.02% | +6,845 | New |
| Keybank National Association | 6,818 | $485.2K | 0.00% | +492+7.8% | 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 |
| Fifth Third Wealth Advisors LLC | 6,720 | $478.2K | 0.02% | +1,754+35.3% | Added |
| Carnegie Capital Asset Management, LLC | 6,670 | $474.6K | 0.01% | +6,670 | New |
| United Capital Financial Advisers, LLC | 6,666 | $474.3K | 0.00% | +80+1.2% | Added |
| Global Assets Advisory, LLC | 6,968 | $470.4K | 0.09% | +6,968 | New |
| Naples Global Advisors, LLC | 6,588 | $468.8K | 0.04% | −250−3.7% | Reduced |
| Private Trust Co NA | 6,470 | $460.4K | 0.05% | −93−1.4% | Reduced |
| Matrix Private Capital Group LLC | 6,440 | $458.3K | 0.27% | −3,018−31.9% | Reduced |
| Guggenheim Capital LLC | 6,413 | $456.3K | 0.00% | −692−9.7% | Reduced |
| Diligent Investors, LLC | 6,411 | $456.2K | 0.11% | −237−3.6% | Reduced |
| Schechter Investment Advisors, LLC | 6,397 | $455.2K | 0.04% | −225−3.4% | Reduced |
| Axxcess Wealth Management, LLC | 6,385 | $454.3K | 0.01% | +228+3.7% | Added |
| Carmel Capital Partners, LLC | 6,269 | $446.1K | 0.18% | +4+0.1% | Added |
| Aigen Investment Management, LP | 6,243 | $444.3K | 0.07% | −4,409−41.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,173 | $439.3K | 0.01% | +420+7.3% | Added |
| Quadrant Capital Group LLC | 6,166 | $438.8K | 0.02% | +2,805+83.5% | Added |
| National Asset Management, Inc. | 6,143 | $437.1K | 0.01% | +1,727+39.1% | Added |
| Adviser Investments LLC | 6,142 | $437.1K | 0.01% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 6,116 | $435.2K | 0.11% | −1,599−20.7% | Reduced |
| Thrive Wealth Management, LLC | 6,097 | $433.9K | 0.08% | +784+14.8% | Added |
| Mather Group, LLC. | 5,929 | $421.9K | 0.00% | +142+2.5% | Added |
| Romano Brothers and Company | 5,920 | $421.3K | 0.05% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 5,885 | $418.8K | 0.07% | +1,244+26.8% | Added |
| Cassaday & Co Wealth Management LLC | 5,833 | $415.1K | 0.01% | −53−0.9% | Reduced |
| Walleye Capital LLC | 5,794 | $412.3K | 0.00% | −41,885−87.8% | Reduced |
| Shell Asset Management Co | 5,781 | $411.0K | 0.02% | −238−4.0% | Reduced |
| Principal Securities, Inc. | 6,954 | $407.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,696 | $405.3K | 0.19% | +1,775+45.3% | Added |
| Graham Capital Wealth Management, LLC | 5,677 | $404.0K | 0.43% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,611 | $399.3K | 0.00% | −471−7.7% | Reduced |