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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.

Other share classesWRB.PEWRB.PFWRB.PGWRB.PH

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.

Institutional holdersQ1 2025: 915 institutions
Q1 2021: 507 institutionsQ2 2021: 526 institutionsQ3 2021: 513 institutionsQ4 2021: 575 institutionsQ1 2022: 617 institutionsQ2 2022: 665 institutionsQ3 2022: 667 institutionsQ4 2022: 716 institutionsQ1 2023: 693 institutionsQ2 2023: 660 institutionsQ3 2023: 667 institutionsQ4 2023: 728 institutionsQ1 2024: 772 institutionsQ2 2024: 758 institutionsQ3 2024: 800 institutionsQ4 2024: 876 institutionsQ1 2025: 915 institutionsQ2 2025: 923 institutionsQ3 2025: 934 institutionsQ4 2025: 952 institutionsQ1 2026: 926 institutionsQ2 2026: 954 institutions
Value heldQ1 2025: $18.7B
Q1 2021: $9.36BQ2 2021: $9.17BQ3 2021: $9.04BQ4 2021: $10.1BQ1 2022: $12.1BQ2 2022: $12.6BQ3 2022: $11.9BQ4 2022: $13.2BQ1 2023: $11.2BQ2 2023: $10.3BQ3 2023: $11.0BQ4 2023: $12.6BQ1 2024: $15.9BQ2 2024: $13.8BQ3 2024: $14.8BQ4 2024: $15.3BQ1 2025: $18.7BQ2 2025: $18.7BQ3 2025: $18.7BQ4 2025: $19.9BQ1 2026: $18.5BQ2 2026: $19.7B
Institutions holding WRB and their total value by quarter
QuarterHoldersValue
Q2 2026954$19.7B
Q1 2026926$18.5B
Q4 2025952$19.9B
Q3 2025934$18.7B
Q2 2025923$18.7B
Q1 2025915$18.7B
Q4 2024876$15.3B
Q3 2024800$14.8B
Q2 2024758$13.8B
Q1 2024772$15.9B
Q4 2023728$12.6B
Q3 2023667$11.0B
Q2 2023660$10.3B
Q1 2023693$11.2B
Q4 2022716$13.2B
Q3 2022667$11.9B
Q2 2022665$12.6B
Q1 2022617$12.1B
Q4 2021575$10.1B
Q3 2021513$9.04B
Q2 2021526$9.17B
Q1 2021507$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.

Institutions holding WRB in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hemington Wealth Management636$45.0K0.01%+114+21.8%Added
Parkside Financial Bank & Trust627$44.6K0.01%+10+1.6%Added
Coastline Trust Co622$44.3K0.01%−199−24.2%Reduced
Whipplewood Advisors, LLC248$43.6K0.03%−352−58.7%Reduced
Quarry LP582$41.4K0.01%−851−59.4%Reduced
Keystone Global Partners, LLC582$41.4K0.03%+582New
CVA Family Office, LLC529$37.6K0.01%+49+10.2%Added
Catalyst Capital Advisors LLC527$37.5K0.00%−199−27.4%Reduced
Armstrong Advisory Group, Inc619$36.2K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC501$35.7K0.00%+501New
First Horizon Advisors, Inc.495$35.3K0.00%+107+27.6%Added
City Holding Co482$34.3K0.00%+482New
Financial Management Professionals, Inc.449$32.0K0.00%+47+11.7%Added
Garde Capital, Inc.424$30.2K0.00%+424New
CGC Financial Services, LLC421$30.0K0.01%00.0%Unchanged
Central Trust Co411$29.2K0.00%+48+13.2%Added
Spectrum Wealth Counsel, LLC407$29.0K0.00%+407New
Bogart Wealth, LLC397$28.3K0.00%−26−6.1%Reduced
Deseret Mutual Benefit Administrators379$27.0K0.01%00.0%Unchanged
Pittenger & Anderson Inc375$26.7K0.00%+113+43.1%Added
UMA Financial Services, Inc.373$26.5K0.00%00.0%Unchanged
CoreCap Advisors, LLC368$26.2K0.00%+47+14.6%Added
Prestige Wealth Management Group LLC341$24.3K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC337$24.0K0.02%00.0%Unchanged
Washington Trust Co331$23.6K0.00%+331New
Private Wealth Management Group, LLC300$21.3K0.01%00.0%Unchanged
Atala Financial Inc283$20.1K0.02%00.0%Unchanged
Glass Jacobson Investment Advisors llc337$19.7K0.01%00.0%Unchanged
Zions Bancorporation, National Association265$18.9K0.00%+265New
REAP Financial Group, LLC255$18.1K0.00%+74+40.9%Added
NBC Securities, Inc.265$18.0K0.00%+265New
Atlantic Trust, LLC240$17.1K0.00%+240New
Park Place Capital Corp235$16.7K0.00%00.0%Unchanged
Intelligent Financial Strategies231$16.4K0.01%00.0%Unchanged
Global Financial Private Client, LLC221$15.7K0.01%+34+18.2%Added
Bokf, NA220$15.7K0.00%−1−0.5%Reduced
Stuart Chaussee & Associates, Inc.217$15.4K0.00%00.0%Unchanged
Hantz Financial Services, Inc.215$15.0K0.00%−24−10.0%Reduced
Farmers & Merchants Investments Inc204$14.5K0.00%00.0%Unchanged
Asset Dedication, LLC199$14.2K0.00%00.0%Unchanged
St Germain D J Co Inc199$14.2K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC195$13.9K0.01%−28−12.6%Reduced
Rocky Mountain Advisers, LLC163$11.6K0.00%00.0%Unchanged
Global Wealth Strategies & Associates160$11.4K0.00%00.0%Unchanged
Optiver Holding B.V.150$10.7K0.00%−277−64.9%Reduced
True Wealth Design, LLC147$10.5K0.00%−296−66.8%Reduced
Marshall & Sterling Wealth Advisors Inc.142$10.1K0.01%+142New
LGT Financial Advisors LLC137$9.78K0.03%−794−85.3%Reduced
Continuum Advisory, LLC130$9.25K0.00%−294−69.3%Reduced
NewSquare Capital LLC129$9.18K0.00%+125+3,125.0%Added
GW&K Investment Management, LLC125$9.00K0.00%+49+64.5%Added
Larson Financial Group LLC126$8.97K0.00%+26+26.0%Added
West Paces Advisors Inc.123$8.75K0.00%00.0%Unchanged
South State Corp.122$8.68K0.00%−25−17.0%Reduced
Saudi Central Bank120$8.54K0.05%+120New
ESL Trust Services, LLC114$8.11K0.00%00.0%Unchanged
DT Investment Partners, LLC112$7.97K0.00%00.0%Unchanged
Archer Investment Corp109$7.76K0.00%00.0%Unchanged
Clark Wealth Partners109$7.76K0.01%+109New
Cherry Tree Wealth Management, LLC108$7.69K0.00%00.0%Unchanged
Key Financial Inc106$7.54K0.00%00.0%Unchanged
MV Capital Management, Inc.102$7.26K0.00%+18+21.4%Added
Wolff Wiese Magana LLC101$7.19K0.00%+94+1,342.9%Added
Ogorek Anthony Joseph108$7.00K0.00%+108New
Annis Gardner Whiting Capital Advisors, LLC97$6.90K0.00%+46+90.2%Added
Foster Dykema Cabot & Partners, LLC93$6.62K0.00%00.0%Unchanged
Raffa Wealth Management, LLC81$5.76K0.00%00.0%Unchanged
Tortoise Investment Management, LLC77$5.48K0.00%−1,236−94.1%Reduced
Cary Street Partners Financial LLC74$5.27K0.00%+74New
MorganRosel Wealth Management, LLC73$5.20K0.00%+73New
First Command Advisory Services, Inc.70$4.98K0.00%+70New
Legacy Wealth Managment, LLC67$4.77K0.00%00.0%Unchanged
Innovative Advisory Group, LLC65$4.63K0.00%+5+8.3%Added
DiNuzzo Private Wealth, Inc.59$4.20K0.00%+4+7.3%Added
Financial Network Wealth Advisors LLC53$3.77K0.00%+29+120.8%Added
SJS Investment Consulting Inc.50$3.56K0.00%+2+4.2%Added
Sachetta, LLC46$3.27K0.00%00.0%Unchanged
First United Bank Trust43$3.06K0.00%+43New
First PREMIER Bank43$3.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA45$3.00K0.00%+45New
Aster Capital Management (DIFC) Ltd45$2.84K0.00%−1,387−96.9%Reduced
SBI Securities Co., Ltd.35$2.49K0.00%+11+45.8%Added
Motco34$2.42K0.00%+34New
Hughes Financial Services, LLC31$2.18K0.00%+31New
Rosenberg Matthew Hamilton30$2.13K0.00%+6+25.0%Added
WealthTrak Capital Management LLC30$2.13K0.00%+20+200.0%Added
Avion Wealth48$2.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd31$2.00K0.00%+31New
Dunhill Financial, LLC27$1.90K0.00%−16−37.2%Reduced
ROSS\JOHNSON & Associates LLC25$1.78K0.03%+25New
Jackson, Grant Investment Advisers, Inc.24$1.71K0.00%00.0%Unchanged
Horizon Financial Services, LLC23$1.64K0.00%+23New
Carolina Wealth Advisors, LLC21$1.49K0.00%00.0%Unchanged
Cornerstone Planning Group LLC20$1.43K0.00%+10+100.0%Added
Rise Advisors, LLC20$1.42K0.00%+20New
Bell Investment Advisors, Inc16$1.14K0.00%+16New
Activest Wealth Management13$9250.00%+13New
Wealth Preservation Advisors, LLC12$8540.00%+12New
Rakuten Securities, Inc.11$7830.00%+11New
Bay Harbor Wealth Management, LLC11$7820.00%+11New