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 |
|---|---|---|---|---|---|
| Barr E S & Co | 2,812 | $206.6K | 0.01% | 00.0% | Unchanged |
| Ami Investment Management Inc | 2,813 | $206.7K | 0.05% | −245−8.0% | Reduced |
| ICONIQ Capital, LLC | 2,840 | $208.7K | 0.00% | −281−9.0% | Reduced |
| Heritage Wealth Advisors | 2,863 | $210.3K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,863 | $210.3K | 0.06% | +2,863 | New |
| Spears Abacus Advisors LLC | 2,890 | $212.3K | 0.00% | +13+0.5% | Added |
| Eagle Bay Advisors LLC | 2,892 | $212.5K | 0.18% | −138−4.6% | Reduced |
| Trust Investment Advisors | 2,894 | $212.6K | 0.13% | +2,894 | New |
| Barnes Wealth Management Group, Inc | 2,942 | $216.1K | 0.13% | −58−1.9% | Reduced |
| Woodmont Investment Counsel LLC | 2,944 | $216.3K | 0.01% | +13+0.4% | Added |
| J.W. Cole Advisors, Inc. | 2,981 | $219.0K | 0.00% | +2,981 | New |
| Fiduciary Trust Co | 2,993 | $219.9K | 0.00% | +2,993 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 3,002 | $220.6K | 0.00% | +3,002 | New |
| Plan A Wealth LLC | 3,009 | $221.1K | 0.13% | −26−0.9% | Reduced |
| 1st Source Bank | 3,075 | $225.9K | 0.01% | +52+1.7% | Added |
| C M Bidwell & Associates Ltd | 3,077 | $226.1K | 0.12% | +2+0.1% | Added |
| Lantz Financial LLC | 3,085 | $226.7K | 0.06% | −93−2.9% | Reduced |
| Ronald Blue Trust, Inc. | 3,087 | $226.8K | 0.00% | −218−6.6% | Reduced |
| Keel Point, LLC | 3,092 | $227.2K | 0.02% | −659−17.6% | Reduced |
| Bayforest Capital Ltd | 3,107 | $228.3K | 0.10% | −15,089−82.9% | Reduced |
| ORG Wealth Partners, LLC | 3,140 | $228.8K | 0.05% | +979+45.3% | Added |
| Cigna Investments Inc | 3,119 | $229.0K | 0.04% | +199+6.8% | Added |
| Summit Financial, LLC | 3,135 | $230.3K | 0.01% | +3,135 | New |
| Blue Rock Wealth Management LLC | 3,159 | $232.1K | 0.16% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 3,161 | $232.2K | 0.00% | +3,161 | New |
| Allworth Financial LP | 3,175 | $233.3K | 0.00% | −1,667−34.4% | Reduced |
| Nomura Holdings Inc | 3,176 | $233.3K | 0.00% | −6,312−66.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,194 | $234.7K | 0.01% | +290+10.0% | Added |
| Alpha Family Trust | 3,195 | $234.7K | 0.12% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,197 | $234.9K | 0.03% | +9+0.3% | Added |
| Aaron Wealth Advisors | 3,207 | $235.6K | 0.02% | +177+5.8% | Added |
| Evergreen Capital Management LLC | 3,226 | $237.0K | 0.01% | +280+9.5% | Added |
| PUREfi Wealth, LLC | 3,256 | $239.2K | 0.19% | +340+11.7% | Added |
| Maven Securities LTD | 3,268 | $240.1K | 0.06% | +3,268 | New |
| Indie Asset Partners, LLC | 3,273 | $240.5K | 0.44% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 3,290 | $241.7K | 0.05% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 3,300 | $242.5K | 0.00% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 3,300 | $242.5K | 0.04% | +300+10.0% | Added |
| Somerville Kurt F | 3,310 | $243.2K | 0.04% | −500−13.1% | Reduced |
| Arvest Bank Trust Division | 3,321 | $244.0K | 0.01% | +58+1.8% | Added |
| Iron Horse Wealth Management, LLC | 3,327 | $244.4K | 0.07% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3,370 | $247.6K | 0.05% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,414 | $250.8K | 0.01% | +100+3.0% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,467 | $252.6K | 0.12% | −1,700−32.9% | Reduced |
| First Nebraska Trust Co | 3,465 | $254.6K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 3,478 | $255.5K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 3,499 | $257.1K | 0.00% | +513+17.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 3,500 | $257.1K | 0.05% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 3,554 | $261.1K | 0.13% | −560−13.6% | Reduced |
| Archer Investment Corp | 3,566 | $262.0K | 0.06% | +3,457+3,171.6% | Added |
| Guardian Wealth Advisors, LLC | 3,570 | $262.3K | 0.02% | −193−5.1% | Reduced |
| Concurrent Investment Advisors, LLC | 3,596 | $264.2K | 0.01% | +300+9.1% | Added |
| Clarius Group, LLC | 3,601 | $264.6K | 0.02% | +32+0.9% | Added |
| Parallel Advisors, LLC | 3,616 | $265.7K | 0.01% | +161+4.7% | Added |
| Chilton Capital Management LLC | 3,667 | $269.4K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,668 | $269.5K | 0.00% | −265−6.7% | Reduced |
| Walleye Trading LLC | 3,676 | $270.1K | 0.01% | −44,529−92.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,700 | $271.8K | 0.12% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 3,709 | $272.5K | 0.12% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,721 | $273.4K | 0.00% | +158+4.4% | Added |
| Cornerstone Financial Group, LLC | 3,727 | $273.8K | 0.23% | −220−5.6% | Reduced |
| Avestar Capital, LLC | 3,713 | $274.0K | 0.02% | −33−0.9% | Reduced |
| AlphaCore Capital LLC | 3,737 | $274.6K | 0.01% | +3,737 | New |
| BIP Wealth, LLC | 3,775 | $277.3K | 0.02% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 3,799 | $279.1K | 0.07% | −20−0.5% | Reduced |
| IFP Advisors, Inc | 3,804 | $279.5K | 0.01% | −791−17.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,825 | $281.1K | 0.00% | +31+0.8% | Added |
| Profund Advisors LLC | 3,826 | $281.1K | 0.01% | −377−9.0% | Reduced |
| FineMark National Bank & Trust | 3,832 | $281.5K | 0.01% | +246+6.9% | Added |
| Summit Trail Advisors, LLC | 3,842 | $282.3K | 0.00% | +3,842 | New |
| Sowell Financial Services LLC | 3,846 | $282.5K | 0.01% | −156−3.9% | Reduced |
| Koshinski Asset Management, Inc. | 3,859 | $283.5K | 0.02% | −478−11.0% | Reduced |
| Citizens Financial Group Inc | 3,856 | $284.5K | 0.00% | +442+12.9% | Added |
| Nilsine Partners, LLC | 3,894 | $286.1K | 0.03% | +486+14.3% | Added |
| Longboard Asset Management, LP | 3,960 | $290.9K | 0.72% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,030 | $296.1K | 0.01% | +109+2.8% | Added |
| Axq Capital, LP | 4,054 | $297.8K | 0.10% | −12,218−75.1% | Reduced |
| Somerset Trust Co | 4,087 | $300.3K | 0.10% | −86−2.1% | Reduced |
| Sequoia Financial Advisors, LLC | 4,088 | $300.4K | 0.00% | +442+12.1% | Added |
| MBB Public Markets I LLC | 4,096 | $300.9K | 0.03% | −888−17.8% | Reduced |
| Moneta Group Investment Advisors LLC | 4,099 | $301.2K | 0.00% | +61+1.5% | Added |
| Wexford Capital LP | 4,100 | $301.2K | 0.08% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 4,108 | $301.8K | 0.06% | +22+0.5% | Added |
| Hamilton Capital Partners Inc. | 4,171 | $306.4K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 4,198 | $308.4K | 0.00% | +68+1.6% | Added |
| West Family Investments, Inc. | 4,215 | $309.7K | 0.08% | +342+8.8% | Added |
| Diversify Advisory Services, LLC | 4,440 | $310.8K | 0.01% | −196−4.2% | Reduced |
| Retireful, LLC | 4,235 | $311.1K | 0.21% | +4,235 | New |
| Daymark Wealth Partners, LLC | 4,247 | $312.0K | 0.01% | +448+11.8% | Added |
| Mountain Pacific Investment Advisers Inc | 4,252 | $312.4K | 0.02% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 4,277 | $314.2K | 0.35% | −1,400−24.7% | Reduced |
| Abacus Planning Group, Inc. | 4,287 | $315.0K | 0.05% | +1,373+47.1% | Added |
| Platform Technology Partners | 4,311 | $316.7K | 0.08% | −48−1.1% | Reduced |
| Hancock Whitney Corp | 4,328 | $318.0K | 0.01% | −8,981−67.5% | Reduced |
| CX Institutional | 4,323 | $318.0K | 0.01% | −68−1.5% | Reduced |
| Checchi Capital Advisers, LLC | 4,334 | $318.4K | 0.02% | +165+4.0% | Added |
| Gallacher Capital Management LLC | 4,392 | $322.7K | 0.15% | +4,392 | New |
| Heartland Bank & Trust Co | 4,396 | $323.0K | 0.15% | −163−3.6% | Reduced |
| National Asset Management, Inc. | 4,498 | $330.5K | 0.02% | −1,645−26.8% | Reduced |
| Graypoint LLC | 4,499 | $330.6K | 0.02% | +4,499 | New |