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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 5,518 | $393.0K | 0.01% | +56+1.0% | Added |
| Cynosure Management, LLC | 5,460 | $388.5K | 0.05% | +399+7.9% | Added |
| Severin Investments, LLC | 5,450 | $387.8K | 0.39% | +223+4.3% | Added |
| Strategy Asset Managers LLC | 5,434 | $386.7K | 0.08% | +5,434 | New |
| Ashton Thomas Private Wealth, LLC | 5,430 | $386.4K | 0.01% | +506+10.3% | Added |
| RSM US Wealth Management LLC | 5,397 | $384.0K | 0.01% | −101−1.8% | Reduced |
| Mission Wealth Management, LP | 5,375 | $382.5K | 0.01% | +5,375 | New |
| MUFG Securities Americas Inc. | 5,315 | $378.2K | 0.04% | +870+19.6% | Added |
| Compass Capital Corp | 5,288 | $376.6K | 0.20% | −99−1.8% | Reduced |
| HighPoint Advisor Group LLC | 5,283 | $376.5K | 0.02% | +316+6.4% | Added |
| Osterweis Capital Management Inc | 5,290 | $376.4K | 0.02% | 00.0% | Unchanged |
| Horizon Advisory Services, Inc. | 5,276 | $375.4K | 0.21% | +104+2.0% | Added |
| Firethorn Wealth Partners, LLC | 5,268 | $374.9K | 0.18% | +662+14.4% | Added |
| Beacon Financial Group | 5,250 | $373.6K | 0.04% | −160−3.0% | Reduced |
| Signaturefd, LLC | 5,200 | $370.0K | 0.01% | +656+14.4% | Added |
| AE Wealth Management LLC | 5,175 | $368.3K | 0.00% | +487+10.4% | Added |
| Financial Security Advisor, Inc. | 5,170 | $367.9K | 0.09% | −54−1.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 5,167 | $367.7K | 0.20% | −192−3.6% | Reduced |
| Smartleaf Asset Management LLC | 5,119 | $364.9K | 0.04% | −170−3.2% | Reduced |
| Private Wealth Advisors | 5,104 | $363.2K | 0.15% | +7+0.1% | Added |
| Vestcor Inc | 5,087 | $362.0K | 0.01% | +16+0.3% | Added |
| Spire Wealth Management | 5,047 | $359.2K | 0.01% | +132+2.7% | Added |
| MBB Public Markets I LLC | 4,984 | $354.7K | 0.04% | +4,984 | New |
| NDVR, Inc. | 4,886 | $347.7K | 0.35% | −202−4.0% | Reduced |
| Allworth Financial LP | 4,842 | $347.4K | 0.00% | +287+6.3% | Added |
| Oppenheimer & Co Inc | 4,842 | $344.6K | 0.01% | +194+4.2% | Added |
| Pallas Capital Advisors LLC | 4,817 | $342.8K | 0.01% | +4,817 | New |
| Atomi Financial Group, Inc. | 4,809 | $342.2K | 0.02% | −65−1.3% | Reduced |
| Apollon Wealth Management, LLC | 4,779 | $340.1K | 0.01% | +640+15.5% | Added |
| Valeo Financial Advisors, LLC | 4,778 | $340.0K | 0.01% | +61+1.3% | Added |
| Change Path, LLC | 4,746 | $337.7K | 0.01% | −172−3.5% | Reduced |
| Ingalls & Snyder LLC | 4,719 | $336.0K | 0.01% | −59−1.2% | Reduced |
| Ci Investments Inc. | 4,712 | $335.0K | 0.00% | +1,625+52.6% | Added |
| Diversify Advisory Services, LLC | 4,636 | $330.5K | 0.02% | −8,410−64.5% | Reduced |
| Aureus Asset Management, LLC | 4,644 | $330.5K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,595 | $327.1K | 0.01% | −1,366−22.9% | Reduced |
| IFG Advisory, LLC | 4,590 | $326.6K | 0.02% | −919−16.7% | Reduced |
| Harbour Investments, Inc. | 4,560 | $324.5K | 0.01% | +971+27.1% | Added |
| Heartland Bank & Trust Co | 4,559 | $324.4K | 0.17% | +4,559 | New |
| Cornerstone Wealth Management, LLC | 4,506 | $320.6K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 4,537 | $319.8K | 0.03% | −61−1.3% | Reduced |
| Cresset Asset Management, LLC | 4,403 | $313.3K | 0.00% | −961−17.9% | Reduced |
| CX Institutional | 4,391 | $312.0K | 0.01% | +850+24.0% | Added |
| Jane Street Group, LLC | 4,372 | $311.1K | 0.00% | −235,486−98.2% | Reduced |
| CWM Advisors, LLC | 4,367 | $310.8K | 0.04% | −14,165−76.4% | Reduced |
| Platform Technology Partners | 4,359 | $310.2K | 0.09% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,339 | $308.8K | 0.01% | +195+4.7% | Added |
| Koshinski Asset Management, Inc. | 4,337 | $308.6K | 0.03% | +250+6.1% | Added |
| Mountain Pacific Investment Advisers Inc | 4,252 | $302.6K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,226 | $300.7K | 0.05% | +2,220+110.7% | Added |
| Profund Advisors LLC | 4,203 | $299.1K | 0.01% | −253−5.7% | Reduced |
| Somerset Trust Co | 4,173 | $297.0K | 0.11% | −62−1.5% | Reduced |
| Hamilton Capital Partners Inc. | 4,171 | $296.8K | 0.02% | −1,820−30.4% | Reduced |
| Checchi Capital Advisers, LLC | 4,169 | $296.7K | 0.02% | −25−0.6% | Reduced |
| L2 Asset Management, LLC | 4,160 | $296.0K | 0.06% | +4,160 | New |
| Warren Averett Asset Management, LLC | 4,130 | $293.9K | 0.00% | +418+11.3% | Added |
| Significant Wealth Partners LLC | 4,114 | $292.8K | 0.15% | +655+18.9% | Added |
| Wexford Capital LP | 4,100 | $291.8K | 0.08% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 4,086 | $290.8K | 0.05% | +440+12.1% | Added |
| NorthRock Partners, LLC | 4,043 | $287.7K | 0.01% | −356−8.1% | Reduced |
| Moneta Group Investment Advisors LLC | 4,038 | $287.3K | 0.00% | −141−3.4% | Reduced |
| Meeder Advisory Services, Inc. | 4,007 | $285.1K | 0.02% | +401+11.1% | Added |
| Cornerstone Financial Group, LLC | 3,947 | $285.0K | 0.26% | −28−0.7% | Reduced |
| Sowell Financial Services LLC | 4,002 | $284.8K | 0.01% | +4,002 | New |
| Longboard Asset Management, LP | 3,960 | $281.8K | 0.83% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 3,948 | $280.9K | 0.20% | +32+0.8% | Added |
| Fisher Asset Management, LLC | 3,933 | $279.9K | 0.00% | +266+7.3% | Added |
| Dynamic Advisor Solutions LLC | 3,921 | $279.0K | 0.01% | +3,921 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,900 | $277.5K | 0.01% | +3,900 | New |
| West Family Investments, Inc. | 3,873 | $275.6K | 0.10% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 3,829 | $272.5K | 0.18% | +3,829 | New |
| ABLE Financial Group, LLC | 3,819 | $271.8K | 0.08% | +20+0.5% | Added |
| Somerville Kurt F | 3,810 | $271.1K | 0.05% | +3,810 | New |
| Daymark Wealth Partners, LLC | 3,799 | $270.3K | 0.01% | −346−8.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,794 | $270.0K | 0.00% | −2−0.1% | Reduced |
| BIP Wealth, LLC | 3,775 | $268.6K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,763 | $267.8K | 0.02% | −18−0.5% | Reduced |
| Keel Point, LLC | 3,751 | $266.9K | 0.02% | +234+6.7% | Added |
| Avestar Capital, LLC | 3,746 | $266.6K | 0.03% | −825−18.0% | Reduced |
| Smith Shellnut Wilson LLC | 3,709 | $263.9K | 0.12% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,700 | $263.3K | 0.13% | +400+12.1% | Added |
| Chilton Capital Management LLC | 3,667 | $260.9K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 3,655 | $260.1K | 0.01% | −7,880−68.3% | Reduced |
| Sequoia Financial Advisors, LLC | 3,646 | $259.5K | 0.00% | +100+2.8% | Added |
| Cyr Financial Inc. | 3,613 | $257.1K | 0.23% | −72−2.0% | Reduced |
| FineMark National Bank & Trust | 3,586 | $255.2K | 0.01% | −2−0.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,580 | $254.8K | 0.00% | +3,580 | New |
| Clarius Group, LLC | 3,569 | $254.0K | 0.02% | +19+0.5% | Added |
| Crestwood Advisors Group LLC | 3,563 | $253.5K | 0.00% | −11−0.3% | Reduced |
| Jones Financial Companies LLLP | 3,545 | $252.6K | 0.00% | +1,189+50.5% | Added |
| Trustmark National Bank Trust Department | 3,514 | $250.1K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 3,500 | $249.1K | 0.05% | −500−12.5% | Reduced |
| Trust Asset Management LLC | 3,478 | $247.5K | 0.02% | −51−1.4% | Reduced |
| First Nebraska Trust Co | 3,465 | $246.6K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,455 | $245.9K | 0.01% | +149+4.5% | Added |
| Citizens Financial Group Inc | 3,414 | $243.0K | 0.00% | −16−0.5% | Reduced |
| Nilsine Partners, LLC | 3,408 | $242.5K | 0.03% | +3,408 | New |
| AIMZ Investment Advisors, LLC | 3,375 | $240.2K | 0.08% | +3,375 | New |
| Jackson Hole Capital Partners, LLC | 3,370 | $239.8K | 0.05% | +3,370 | New |
| Sherbrooke Park Advisers LLC | 3,366 | $239.5K | 0.11% | +3,366 | New |