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, 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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bellwether Advisors, LLC | 344 | $25.3K | 0.00% | +344 | New |
| Hilltop National Bank | 364 | $26.7K | 0.01% | +364 | New |
| Twin Peaks Wealth Advisors, LLC | 386 | $27.0K | 0.01% | +386 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 370 | $27.2K | 0.01% | +370 | New |
| UMA Financial Services, Inc. | 373 | $27.4K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 375 | $27.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 379 | $27.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 404 | $29.7K | 0.00% | +7+1.8% | Added |
| CGC Financial Services, LLC | 421 | $30.9K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 424 | $31.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 440 | $32.3K | 0.00% | +314+249.2% | Added |
| Financial Management Professionals, Inc. | 452 | $33.2K | 0.00% | +3+0.7% | Added |
| Mount Yale Investment Advisors, LLC | 460 | $33.8K | 0.00% | +460 | New |
| CVA Family Office, LLC | 477 | $35.0K | 0.00% | −52−9.8% | Reduced |
| Armstrong Advisory Group, Inc | 500 | $36.8K | 0.00% | −119−19.2% | Reduced |
| N.E.W. Advisory Services LLC | 501 | $36.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 509 | $37.4K | 0.01% | +509 | New |
| Keystone Global Partners, LLC | 582 | $42.8K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 586 | $43.1K | 0.00% | +512+691.9% | Added |
| Whipplewood Advisors, LLC | 616 | $45.3K | 0.02% | +368+148.4% | Added |
| Johnson Financial Group, Inc. | 618 | $45.4K | 0.00% | −846−57.8% | Reduced |
| Coastline Trust Co | 622 | $45.7K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 633 | $46.5K | 0.01% | +378+148.2% | Added |
| Raleigh Capital Management Inc. | 646 | $47.5K | 0.02% | −83−11.4% | Reduced |
| Hemington Wealth Management | 657 | $48.0K | 0.01% | +21+3.3% | Added |
| Trust Co | 657 | $48.3K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 662 | $48.6K | 0.02% | −1,500−69.4% | Reduced |
| Colonial Trust Co | 666 | $48.9K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 675 | $49.6K | 0.04% | 00.0% | Unchanged |
| Total Investment Management Inc | 708 | $52.0K | 0.01% | +708 | New |
| Parkside Financial Bank & Trust | 724 | $53.2K | 0.01% | +97+15.5% | Added |
| PFS Partners, LLC | 733 | $53.8K | 0.03% | +6+0.8% | Added |
| WPG Advisers, LLC | 760 | $55.8K | 0.05% | −224−22.8% | Reduced |
| Onefund, LLC | 777 | $57.0K | 0.04% | +777 | New |
| Pinnacle Bancorp, Inc. | 829 | $60.9K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 879 | $62.0K | 0.03% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 864 | $63.5K | 0.04% | −404−31.9% | Reduced |
| First Horizon Advisors, Inc. | 878 | $64.6K | 0.00% | +383+77.4% | Added |
| MUFG Securities EMEA plc | 885 | $65.0K | 0.00% | +885 | New |
| Cromwell Holdings LLC | 899 | $66.0K | 0.04% | +24+2.7% | Added |
| MPWM Advisory Solutions, LLC | 900 | $66.1K | 0.04% | −778−46.4% | Reduced |
| Massmutual Trust Co FSB | 909 | $66.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 934 | $68.6K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 987 | $72.5K | 0.00% | +140+16.5% | Added |
| CoreCap Advisors, LLC | 994 | $73.0K | 0.00% | +626+170.1% | Added |
| Duncker Streett & Co Inc | 1,012 | $74.4K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,012 | $74.4K | 0.07% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,061 | $78.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,107 | $81.3K | 0.00% | +1,107 | New |
| Evermay Wealth Management LLC | 1,110 | $81.6K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,120 | $82.0K | 0.01% | +855+322.6% | Added |
| Mascoma Wealth Management LLC | 1,125 | $82.7K | 0.02% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 1,167 | $85.7K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,223 | $89.9K | 0.00% | +52+4.4% | Added |
| Clearstead Advisors, LLC | 1,250 | $91.8K | 0.00% | +113+9.9% | Added |
| Westpac Banking Corp | 1,257 | $92.4K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,273 | $93.5K | 0.01% | +260+25.7% | Added |
| Fortitude Family Office, LLC | 1,288 | $94.6K | 0.03% | +2+0.2% | Added |
| Cheviot Value Management, LLC | 1,350 | $95.4K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,305 | $95.9K | 0.01% | −416−24.2% | Reduced |
| Creative Financial Designs Inc | 1,346 | $98.9K | 0.01% | +242+21.9% | Added |
| Harbor Investment Advisory, LLC | 1,350 | $99.2K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,375 | $101.0K | 0.03% | −100−6.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,431 | $105.1K | 0.00% | −5,499−79.4% | Reduced |
| Bryn Mawr Trust Co | 1,450 | $106.5K | 0.00% | −857−37.1% | Reduced |
| Pinnacle Financial Partners Inc | 1,467 | $107.8K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 1,496 | $109.9K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,485 | $110.0K | 0.06% | −150−9.2% | Reduced |
| Anchor Investment Management, LLC | 1,545 | $113.5K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 1,564 | $114.9K | 0.00% | −62−3.8% | Reduced |
| Spire Wealth Management | 2,001 | $118.3K | 0.00% | −3,046−60.4% | Reduced |
| Penserra Capital Management LLC | 1,621 | $119.0K | 0.00% | −5,655−77.7% | Reduced |
| St. Johns Investment Management Company, LLC | 1,687 | $123.9K | 0.06% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,709 | $125.6K | 0.00% | −31−1.8% | Reduced |
| Versant Capital Management, Inc | 1,847 | $135.7K | 0.02% | +193+11.7% | Added |
| Acadian Asset Management LLC | 1,905 | $139.0K | 0.00% | −7,601−80.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,928 | $141.7K | 0.01% | +13+0.7% | Added |
| Stephenson National Bank & Trust | 1,968 | $144.6K | 0.05% | +1,968 | New |
| Huntington National Bank | 2,030 | $149.1K | 0.00% | +296+17.1% | Added |
| Transamerica Financial Advisors, Inc. | 2,042 | $150.0K | 0.01% | −97−4.5% | Reduced |
| Smartleaf Asset Management LLC | 2,178 | $157.5K | 0.01% | −2,941−57.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $161.3K | 0.01% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 2,400 | $176.0K | 0.00% | +2,400 | New |
| Geneos Wealth Management Inc. | 2,413 | $177.3K | 0.00% | +21+0.9% | Added |
| TD Waterhouse Canada Inc. | 2,441 | $177.8K | 0.00% | +1,269+108.3% | Added |
| LRI Investments, LLC | 2,467 | $181.3K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 2,530 | $185.9K | 0.13% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,539 | $186.5K | 0.01% | −793−23.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,606 | $191.5K | 0.09% | −311−10.7% | Reduced |
| New Age Alpha Advisors, LLC | 2,655 | $195.1K | 0.01% | +2,655 | New |
| Prospera Financial Services Inc | 2,733 | $200.8K | 0.00% | +2,733 | New |
| Brendel Financial Advisors LLC | 2,737 | $201.0K | 0.11% | +2,737 | New |
| Lake Street Financial LLC | 2,737 | $201.1K | 0.03% | +2,737 | New |
| Monument Capital Management | 2,769 | $203.4K | 0.05% | +2,769 | New |
| Syon Capital LLC | 2,772 | $203.7K | 0.01% | +2,772 | New |
| denkapparat Operations GmbH | 2,776 | $204.0K | 0.16% | +2,776 | New |
| Tiaa Trust, National Association | 2,782 | $204.4K | 0.00% | +2,782 | New |
| Ipswich Investment Management Co., Inc. | 2,797 | $205.5K | 0.05% | −80−2.8% | Reduced |
| AIMZ Investment Advisors, LLC | 2,800 | $205.7K | 0.07% | −575−17.0% | Reduced |
| Rehmann Capital Advisory Group | 2,807 | $206.2K | 0.01% | −275−8.9% | Reduced |