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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 3,332 | $237.1K | 0.02% | +278+9.1% | Added |
| Iron Horse Wealth Management, LLC | 3,327 | $236.7K | 0.08% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,314 | $235.8K | 0.01% | +3,314 | New |
| Ronald Blue Trust, Inc. | 3,305 | $235.1K | 0.00% | +455+16.0% | Added |
| Fayez Sarofim & Co | 3,300 | $234.8K | 0.00% | +3,300 | New |
| Concurrent Investment Advisors, LLC | 3,296 | $234.5K | 0.01% | +3,296 | New |
| Hamilton Wealth, LLC | 3,290 | $234.1K | 0.06% | +3,290 | New |
| Indie Asset Partners, LLC | 3,273 | $232.9K | 0.20% | +3,273 | New |
| Arvest Bank Trust Division | 3,263 | $232.2K | 0.01% | +3,263 | New |
| One Wealth Advisors, LLC | 3,227 | $229.6K | 0.03% | −326−9.2% | Reduced |
| Alpha Family Trust | 3,195 | $227.4K | 0.13% | +3,195 | New |
| Gilbert & Cook, Inc. | 3,188 | $226.9K | 0.03% | +3,188 | New |
| Lantz Financial LLC | 3,178 | $226.1K | 0.06% | +3,178 | New |
| Blue Rock Wealth Management LLC | 3,159 | $224.8K | 0.19% | +3,159 | New |
| Tradewinds, LLC. | 3,123 | $222.2K | 0.06% | +3,123 | New |
| ICONIQ Capital, LLC | 3,121 | $222.1K | 0.00% | +3,121 | New |
| Rehmann Capital Advisory Group | 3,082 | $219.4K | 0.01% | +3,082 | New |
| C M Bidwell & Associates Ltd | 3,075 | $218.8K | 0.13% | 00.0% | Unchanged |
| Ami Investment Management Inc | 3,058 | $217.6K | 0.07% | +3,058 | New |
| Plan A Wealth LLC | 3,035 | $216.0K | 0.17% | +3,035 | New |
| Aaron Wealth Advisors | 3,030 | $215.6K | 0.02% | +3,030 | New |
| Eagle Bay Advisors LLC | 3,030 | $215.6K | 0.18% | +139+4.8% | Added |
| 1st Source Bank | 3,023 | $215.1K | 0.01% | +3,023 | New |
| Pensionmark Financial Group, LLC | 3,015 | $214.5K | 0.01% | +3,015 | New |
| Arthur M. Cohen & Associates, LLC | 3,000 | $213.5K | 0.04% | −2,025−40.3% | Reduced |
| Barnes Wealth Management Group, Inc | 3,000 | $213.5K | 0.14% | +3,000 | New |
| Whittier Trust Co | 2,986 | $212.5K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 2,983 | $212.3K | 0.00% | +2,983 | New |
| Dorsey & Whitney Trust CO LLC | 2,968 | $211.2K | 0.01% | +2,968 | New |
| Evergreen Capital Management LLC | 2,946 | $209.6K | 0.01% | +2,946 | New |
| Woodmont Investment Counsel LLC | 2,931 | $208.6K | 0.02% | +2,931 | New |
| Oxford Asset Management LLP | 2,925 | $208.1K | 0.10% | +2,925 | New |
| Cigna Investments Inc | 2,920 | $208.0K | 0.04% | +2,920 | New |
| Cary Street Partner Investment Advisory LLC | 2,917 | $207.6K | 0.12% | +2,917 | New |
| PUREfi Wealth, LLC | 2,916 | $207.5K | 0.21% | +2,916 | New |
| Abacus Planning Group, Inc. | 2,914 | $207.4K | 0.04% | +2,914 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,904 | $206.7K | 0.01% | +2,904 | New |
| Spears Abacus Advisors LLC | 2,877 | $204.7K | 0.00% | +2,877 | New |
| Ipswich Investment Management Co., Inc. | 2,877 | $204.7K | 0.05% | +2,877 | New |
| Heritage Wealth Advisors | 2,863 | $203.7K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 2,815 | $200.3K | 0.03% | +2,815 | New |
| Barr E S & Co | 2,812 | $200.1K | 0.01% | +2,812 | New |
| Sierra Ocean, LLC | 2,530 | $180.0K | 0.14% | +2,530 | New |
| LRI Investments, LLC | 2,467 | $175.6K | 0.02% | −1,549−38.6% | Reduced |
| Geneos Wealth Management Inc. | 2,392 | $170.2K | 0.01% | +280+13.3% | Added |
| Bryn Mawr Trust Co | 2,307 | $164.2K | 0.00% | +576+33.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $156.2K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,162 | $153.8K | 0.07% | −650−23.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,139 | $153.0K | 0.02% | −24−1.1% | Reduced |
| ORG Wealth Partners, LLC | 2,161 | $151.8K | 0.05% | −886−29.1% | Reduced |
| JFS Wealth Advisors, LLC | 1,915 | $136.3K | 0.01% | +4+0.2% | Added |
| Federated Hermes, Inc. | 1,740 | $123.8K | 0.00% | −472−21.3% | Reduced |
| Huntington National Bank | 1,734 | $123.4K | 0.00% | +356+25.8% | Added |
| Leonteq Securities AG | 1,721 | $122.0K | 0.01% | +1,300+308.8% | Added |
| St. Johns Investment Management Company, LLC | 1,687 | $120.0K | 0.06% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 1,678 | $119.4K | 0.09% | +1,050+167.2% | Added |
| Versant Capital Management, Inc | 1,654 | $117.7K | 0.02% | +1,431+641.7% | Added |
| Covestor Ltd | 1,635 | $116.0K | 0.08% | +272+20.0% | Added |
| Eastern Bank | 1,626 | $115.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,545 | $109.9K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 1,496 | $106.5K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,479 | $105.2K | 0.01% | +431+41.1% | Added |
| FWL Investment Management, LLC | 1,475 | $105.0K | 0.04% | −1,216−45.2% | Reduced |
| Johnson Financial Group, Inc. | 1,464 | $104.2K | 0.01% | −30−2.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,445 | $102.8K | 0.02% | +103+7.7% | Added |
| Cheviot Value Management, LLC | 1,350 | $97.9K | 0.01% | +1,350 | New |
| Harbor Investment Advisory, LLC | 1,350 | $96.1K | 0.01% | 00.0% | Unchanged |
| eCIO, Inc. | 1,348 | $95.9K | 0.03% | +1,348 | New |
| Boston Private Wealth LLC | 1,307 | $93.0K | 0.00% | +1,307 | New |
| Fortitude Family Office, LLC | 1,286 | $91.5K | 0.03% | −67−5.0% | Reduced |
| Quent Capital, LLC | 1,285 | $91.5K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 1,268 | $90.2K | 0.06% | +1,268 | New |
| Westpac Banking Corp | 1,257 | $89.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,207 | $85.9K | 0.02% | +90+8.1% | Added |
| Pinnacle Financial Partners Inc | 1,467 | $85.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,171 | $83.3K | 0.00% | −9−0.8% | Reduced |
| Pandora Wealth, Inc. | 1,167 | $83.0K | 0.05% | +1,167 | New |
| TD Waterhouse Canada Inc. | 1,172 | $81.4K | 0.00% | +156+15.4% | Added |
| Clearstead Advisors, LLC | 1,137 | $80.9K | 0.00% | −4,027−78.0% | Reduced |
| Mascoma Wealth Management LLC | 1,125 | $80.1K | 0.02% | −45−3.8% | Reduced |
| Wayfinding Financial, LLC | 1,120 | $79.0K | 0.03% | +1,120 | New |
| Evermay Wealth Management LLC | 1,110 | $79.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,104 | $78.5K | 0.01% | +218+24.6% | Added |
| Capital Advisors, Ltd. LLC | 1,061 | $76.0K | 0.01% | +5+0.5% | Added |
| Skopos Labs, Inc. | 1,013 | $72.1K | 0.02% | +162+19.0% | Added |
| Duncker Streett & Co Inc | 1,012 | $72.0K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,012 | $72.0K | 0.07% | 00.0% | Unchanged |
| WPG Advisers, LLC | 984 | $70.0K | 0.07% | −434−30.6% | Reduced |
| Manchester Capital Management LLC | 934 | $66.5K | 0.01% | +76+8.9% | Added |
| Massmutual Trust Co FSB | 909 | $64.7K | 0.00% | −278−23.4% | Reduced |
| Cromwell Holdings LLC | 875 | $62.3K | 0.04% | +18+2.1% | Added |
| MAI Capital Management | 847 | $60.3K | 0.00% | +556+191.1% | Added |
| Pinnacle Bancorp, Inc. | 829 | $59.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 879 | $57.0K | 0.04% | −262−23.0% | Reduced |
| Raleigh Capital Management Inc. | 729 | $51.8K | 0.02% | −106−12.7% | Reduced |
| PFS Partners, LLC | 727 | $51.7K | 0.03% | +1+0.1% | Added |
| Davis Capital Management | 675 | $48.0K | 0.04% | −283−29.5% | Reduced |
| Hoese & Co LLP | 675 | $48.0K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 666 | $47.4K | 0.01% | −156−19.0% | Reduced |
| Trust Co | 657 | $46.8K | 0.01% | 00.0% | Unchanged |