Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2025

Institutional positions in Berkley W R Corp as of Jun 30, 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
923
+19 vs. Q1 2025
Shares held
254.8M
−7.24M (−2.8%) vs. Q1 2025
Total value
$18.7B
+$66.5M (+0.4%) vs. Q1 2025
New holders
101
350 more added
Sold out
82
338 more reduced

11 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 923 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 heldQ2 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, Q2 2025

Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q1 2025.

Institutions holding WRB in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd277$590.00%−148−34.8%Reduced
TFC Financial Management1$740.00%+1New
SOA Wealth Advisors, LLC.1$750.00%00.0%Unchanged
Rakuten Securities, Inc.2$1470.00%−9−81.8%Reduced
Highline Wealth Partners LLC5$3670.00%+5New
WestEnd Advisors, LLC6$4410.00%−3−33.3%Reduced
Valued Wealth Advisors LLC6$4410.00%00.0%Unchanged
Quaker Wealth Management, LLC8$5880.00%+8New
Transce3nd, LLC9$6610.00%00.0%Unchanged
Aventura Private Wealth, LLC9$6610.00%00.0%Unchanged
American Capital Advisory, LLC9$6620.00%+5+125.0%Added
GFG Capital, LLC10$7350.00%+10New
HFM Investment Advisors, LLC11$8080.00%+4+57.1%Added
Wealth Preservation Advisors, LLC12$8820.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC13$9550.00%+13New
Valley National Advisers Inc14$1.00K0.00%+14New
Roble, Belko & Company, Inc8$1.00K0.00%+8New
Principia Wealth Advisory, LLC14$1.03K0.00%+4+40.0%Added
Bell Investment Advisors, Inc16$1.18K0.00%00.0%Unchanged
Stephens Consulting, LLC16$1.18K0.00%+16New
Rialto Wealth Management, LLC16$1.18K0.00%+16New
Parkworth Wealth Management, Inc.17$1.25K0.00%+8+88.9%Added
Pineridge Advisors LLC18$1.33K0.00%+18New
Carolina Wealth Advisors, LLC21$1.54K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC21$1.55K0.00%+10+90.9%Added
Jackson, Grant Investment Advisers, Inc.24$1.76K0.00%00.0%Unchanged
Activest Wealth Management24$1.76K0.00%+11+84.6%Added
Dunhill Financial, LLC26$1.94K0.00%−1−3.7%Reduced
Rise Advisors, LLC27$1.98K0.00%+7+35.0%Added
Kilter Group LLC27$1.98K0.00%+27New
Harvest Fund Management Co., Ltd31$2.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.29$2.13K0.00%−21−42.0%Reduced
Rosenberg Matthew Hamilton30$2.20K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC31$2.28K0.00%+31New
Signature Resources Capital Management, LLC34$2.50K0.00%+34New
Financial Network Wealth Advisors LLC34$2.50K0.00%−19−35.8%Reduced
Hughes Financial Services, LLC38$2.68K0.00%+7+22.6%Added
WealthTrak Capital Management LLC40$2.94K0.00%+10+33.3%Added
First PREMIER Bank43$3.00K0.00%00.0%Unchanged
Horizon Financial Services, LLC42$3.09K0.00%+19+82.6%Added
First United Bank Trust43$3.16K0.00%00.0%Unchanged
Cornerstone Planning Group LLC48$3.36K0.00%+28+140.0%Added
Sachetta, LLC46$3.38K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC53$3.89K0.00%−14−20.9%Reduced
Legacy Investment Solutions, LLC53$3.89K0.00%+53New
SBI Securities Co., Ltd.54$3.97K0.00%+19+54.3%Added
Avion Wealth61$4.00K0.00%+13+27.1%Added
DiNuzzo Private Wealth, Inc.57$4.19K0.00%−2−3.4%Reduced
Family CFO Inc60$4.41K0.00%+60New
Maryland Capital Advisors Inc.61$4.48K0.00%+61New
Howard Hughes Medical Institute64$4.70K0.00%+64New
Innovative Advisory Group, LLC65$4.78K0.00%00.0%Unchanged
First Command Advisory Services, Inc.70$5.14K0.00%00.0%Unchanged
MorganRosel Wealth Management, LLC73$5.36K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC79$5.80K0.00%−18−18.6%Reduced
Raffa Wealth Management, LLC81$5.95K0.00%00.0%Unchanged
ORG Partners LLC84$6.12K0.00%+84New
Foster Dykema Cabot & Partners, LLC93$6.83K0.00%00.0%Unchanged
Clark Wealth Partners95$6.98K0.00%−14−12.8%Reduced
Ogorek Anthony Joseph108$7.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC99$7.27K0.00%+22+28.6%Added
Wolff Wiese Magana LLC101$7.42K0.00%00.0%Unchanged
MV Capital Management, Inc.105$7.71K0.00%+3+2.9%Added
Key Financial Inc106$7.79K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC108$7.93K0.00%00.0%Unchanged
Park Place Capital Corp111$8.09K0.00%−124−52.8%Reduced
DT Investment Partners, LLC112$8.23K0.00%00.0%Unchanged
GW&K Investment Management, LLC125$9.00K0.00%00.0%Unchanged
NewSquare Capital LLC138$10.1K0.00%+9+7.0%Added
LGT Financial Advisors LLC138$10.2K0.03%+1+0.7%Added
South State Corp.155$11.4K0.00%+33+27.0%Added
Global Wealth Strategies & Associates160$11.8K0.00%00.0%Unchanged
True Wealth Design, LLC160$11.8K0.00%+13+8.8%Added
Accredited Wealth Management, LLC160$11.8K0.01%+160New
Rocky Mountain Advisers, LLC163$12.0K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC177$13.0K0.01%−18−9.2%Reduced
Quarry LP178$13.1K0.00%−404−69.4%Reduced
Arrowpoint Investment Partners (Singapore) Pte. Ltd.180$13.2K0.02%+180New
Marshall & Sterling Wealth Advisors Inc.185$13.6K0.01%+43+30.3%Added
Barnes Dennig Private Wealth Management LLC190$14.0K0.02%+190New
Harbor Capital Advisors, Inc.186$14.0K0.00%+186New
Caitong International Asset Management Co., Ltd191$14.0K0.01%+183+2,287.5%Added
Solstein Capital, LLC194$14.3K0.01%+194New
St Germain D J Co Inc199$14.6K0.00%00.0%Unchanged
Asset Dedication, LLC199$14.6K0.00%00.0%Unchanged
Clear Street Markets LLC201$14.8K0.01%+201New
Ameritas Advisory Services, LLC202$14.8K0.00%+202New
Farmers & Merchants Investments Inc204$15.0K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.217$15.9K0.00%00.0%Unchanged
Bokf, NA220$16.2K0.00%00.0%Unchanged
Princeton Global Asset Management LLC225$16.5K0.00%+225New
Intelligent Financial Strategies231$17.0K0.01%00.0%Unchanged
Central Trust Co256$18.8K0.00%−155−37.7%Reduced
Westside Investment Management, Inc.264$19.2K0.00%+264New
Zions Bancorporation, National Association264$19.4K0.00%−1−0.4%Reduced
Hantz Financial Services, Inc.293$22.0K0.00%+78+36.3%Added
Private Wealth Management Group, LLC300$22.0K0.01%00.0%Unchanged
Atlantic Trust, LLC313$23.0K0.00%+73+30.4%Added
Frazier Financial Advisors, LLC337$24.8K0.02%00.0%Unchanged
Prestige Wealth Management Group LLC341$25.1K0.01%00.0%Unchanged