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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 4,506 | $331.1K | 0.02% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 4,536 | $333.3K | 0.05% | +4,536 | New |
| Advisors Asset Management, Inc. | 4,569 | $335.7K | 0.01% | −3,634−44.3% | Reduced |
| IFG Advisory, LLC | 4,590 | $337.2K | 0.02% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,600 | $338.0K | 0.01% | +700+17.9% | Added |
| Meeder Advisory Services, Inc. | 4,616 | $339.1K | 0.02% | +609+15.2% | Added |
| Valeo Financial Advisors, LLC | 4,637 | $340.7K | 0.01% | −141−3.0% | Reduced |
| Aureus Asset Management, LLC | 4,644 | $341.2K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 4,668 | $343.0K | 0.05% | −1,217−20.7% | Reduced |
| HighPoint Advisor Group LLC | 4,698 | $345.1K | 0.02% | −585−11.1% | Reduced |
| Ingalls & Snyder LLC | 4,711 | $346.0K | 0.01% | −8−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 4,930 | $347.8K | 0.03% | +393+8.7% | Added |
| Gitterman Wealth Management, LLC | 4,759 | $349.7K | 0.08% | +4,759 | New |
| Prudential PLC | 4,761 | $349.8K | 0.00% | −44,536−90.3% | Reduced |
| Oppenheimer & Co Inc | 4,785 | $351.6K | 0.00% | −57−1.2% | Reduced |
| Atomi Financial Group, Inc. | 4,841 | $355.7K | 0.01% | +32+0.7% | Added |
| Ci Investments Inc. | 4,869 | $358.0K | 0.00% | +157+3.3% | Added |
| Foundations Investment Advisors, LLC | 4,916 | $361.2K | 0.01% | −6,483−56.9% | Reduced |
| NDVR, Inc. | 4,982 | $366.0K | 0.34% | +96+2.0% | Added |
| State of Wyoming | 4,992 | $366.8K | 0.04% | −6,517−56.6% | Reduced |
| Woodward Diversified Capital, LLC | 4,998 | $367.2K | 0.19% | +1,050+26.6% | Added |
| SummitTX Capital, L.P. | 5,050 | $371.0K | 0.02% | +5,050 | New |
| NorthRock Partners, LLC | 5,058 | $373.4K | 0.01% | +1,015+25.1% | Added |
| Compass Capital Corp | 5,441 | $378.6K | 0.18% | +153+2.9% | Added |
| Peapack Gladstone Financial Corp | 5,162 | $379.0K | 0.01% | −356−6.5% | Reduced |
| Signaturefd, LLC | 5,170 | $379.8K | 0.01% | −30−0.6% | Reduced |
| Financial Security Advisor, Inc. | 5,176 | $382.9K | 0.09% | +6+0.1% | Added |
| Lincoln Capital LLC | 5,236 | $384.7K | 0.07% | +5,236 | New |
| Beacon Financial Group | 5,253 | $385.9K | 0.04% | +3+0.1% | Added |
| Advisory Alpha, LLC | 5,283 | $388.1K | 0.01% | +5,283 | New |
| Horizon Advisory Services, Inc. | 5,286 | $388.4K | 0.21% | +10+0.2% | Added |
| Strategy Asset Managers LLC | 5,321 | $390.9K | 0.07% | −113−2.1% | Reduced |
| Severin Investments, LLC | 5,353 | $393.3K | 0.37% | −97−1.8% | Reduced |
| Firethorn Wealth Partners, LLC | 5,385 | $395.6K | 0.17% | +117+2.2% | Added |
| Canada Post Corp Registered Pension Plan | 5,415 | $397.8K | 0.02% | +5,415 | New |
| Cynosure Management, LLC | 5,469 | $401.8K | 0.05% | +9+0.2% | Added |
| Pensionmark Financial Group, LLC | 5,484 | $402.9K | 0.01% | +2,469+81.9% | Added |
| RSM US Wealth Management LLC | 5,497 | $404.1K | 0.01% | +100+1.9% | Added |
| Change Path, LLC | 5,553 | $408.0K | 0.01% | +807+17.0% | Added |
| Apollon Wealth Management, LLC | 5,567 | $409.0K | 0.01% | +788+16.5% | Added |
| Westerkirk Capital Inc. | 5,600 | $411.4K | 0.05% | +5,600 | New |
| Jones Financial Companies LLLP | 5,722 | $414.6K | 0.00% | +2,177+61.4% | Added |
| Legacy Capital Wealth Partners, LLC | 5,734 | $421.3K | 0.10% | −382−6.2% | Reduced |
| Alps Advisors Inc | 5,780 | $424.7K | 0.00% | +169+3.0% | Added |
| Shell Asset Management Co | 5,781 | $425.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 5,806 | $426.6K | 0.00% | −1,399−19.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,839 | $429.0K | 0.01% | +6+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 5,908 | $434.1K | 0.01% | −265−4.3% | Reduced |
| TownSquare Capital, LLC | 5,913 | $434.4K | 0.04% | −43,266−88.0% | Reduced |
| Genesis Private Wealth, LLC | 5,918 | $434.8K | 0.20% | −944−13.8% | Reduced |
| Romano Brothers and Company | 5,920 | $434.9K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,920 | $434.9K | 0.00% | −9−0.2% | Reduced |
| Visionary Wealth Advisors | 5,937 | $436.2K | 0.02% | +5,937 | New |
| Gibbs Wealth Management | 6,045 | $444.1K | 0.09% | −1,549−20.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,067 | $445.7K | 0.02% | +637+11.7% | Added |
| Board of the Pension Protection Fund | 6,100 | $448.2K | 0.48% | −3,700−37.8% | Reduced |
| Ontario Teachers Pension Plan Board | 6,111 | $449.0K | 0.01% | +6,111 | New |
| Wealth Quarterback LLC | 6,171 | $453.4K | 0.21% | −3,888−38.7% | Reduced |
| Quadrant Capital Group LLC | 6,180 | $454.0K | 0.02% | +14+0.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,183 | $454.3K | 0.00% | −702−10.2% | Reduced |
| Global Assets Advisory, LLC | 6,253 | $455.6K | 0.18% | −715−10.3% | Reduced |
| AE Wealth Management LLC | 6,208 | $456.1K | 0.00% | +1,033+20.0% | Added |
| Private Trust Co NA | 6,242 | $458.6K | 0.04% | −228−3.5% | Reduced |
| Axxcess Wealth Management, LLC | 6,256 | $459.7K | 0.01% | −129−2.0% | Reduced |
| Pallas Capital Advisors LLC | 6,285 | $461.7K | 0.02% | +1,468+30.5% | Added |
| Naples Global Advisors, LLC | 6,288 | $462.0K | 0.04% | −300−4.6% | Reduced |
| Harbour Investments, Inc. | 6,297 | $462.7K | 0.01% | +1,737+38.1% | Added |
| Osterweis Capital Management Inc | 6,331 | $465.1K | 0.02% | +1,041+19.7% | Added |
| Fifth Third Wealth Advisors LLC | 6,357 | $467.0K | 0.02% | −363−5.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,376 | $468.3K | 0.06% | +2,150+50.9% | Added |
| Thrive Wealth Management, LLC | 6,391 | $469.6K | 0.08% | +294+4.8% | Added |
| Eqis Capital Management, Inc. | 6,394 | $469.8K | 0.04% | −864−11.9% | Reduced |
| Wealthspire Advisors, LLC | 6,452 | $474.0K | 0.00% | −1,128−14.9% | Reduced |
| Keybank National Association | 6,471 | $475.4K | 0.00% | −347−5.1% | Reduced |
| Diligent Investors, LLC | 6,511 | $478.4K | 0.11% | +100+1.6% | Added |
| Guggenheim Capital LLC | 6,542 | $480.6K | 0.00% | +129+2.0% | Added |
| Baron Wealth Management LLC | 6,589 | $484.1K | 0.17% | −610−8.5% | Reduced |
| MUFG Securities Americas Inc. | 6,642 | $488.0K | 0.04% | +1,327+25.0% | Added |
| Carnegie Capital Asset Management, LLC | 6,670 | $490.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6,726 | $494.4K | 0.02% | −253−3.6% | Reduced |
| Glenmede Investment Management, LP | 6,746 | $495.6K | 0.00% | +6,746 | New |
| Crawford Investment Counsel Inc | 6,750 | $495.9K | 0.01% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 6,750 | $495.9K | 0.35% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 6,882 | $505.6K | 0.19% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 6,889 | $506.1K | 0.04% | −533−7.2% | Reduced |
| Virtu Financial LLC | 6,994 | $514.0K | 0.03% | +6,994 | New |
| Maridea Wealth Management LLC | 7,039 | $517.2K | 0.13% | +7,039 | New |
| United Capital Financial Advisers, LLC | 7,111 | $522.4K | 0.00% | +445+6.7% | Added |
| Level Four Advisory Services, LLC | 7,117 | $522.9K | 0.02% | −266−3.6% | Reduced |
| Forum Financial Management, LP | 7,121 | $523.2K | 0.01% | +10+0.1% | Added |
| Snowden Capital Advisors LLC | 7,242 | $532.1K | 0.02% | −831−10.3% | Reduced |
| Trustmark National Bank Trust Department | 7,249 | $532.6K | 0.04% | +3,735+106.3% | Added |
| Equitable Holdings, Inc. | 7,260 | $533.4K | 0.00% | +105+1.5% | Added |
| Adviser Investments LLC | 7,260 | $533.4K | 0.01% | +1,118+18.2% | Added |
| Two Sigma Advisers, LP | 7,325 | $538.2K | 0.00% | −37,400−83.6% | Reduced |
| iA Global Asset Management Inc. | 7,362 | $541.0K | 0.01% | −20,276−73.4% | Reduced |
| Greenwood Capital Associates LLC | 7,383 | $542.4K | 0.07% | −1,870−20.2% | Reduced |
| Investment Management Corp of Ontario | 7,401 | $543.8K | 0.01% | −1,200−14.0% | Reduced |
| Tufton Capital Management | 7,425 | $545.0K | 0.10% | 00.0% | Unchanged |
| Aurelius Family Office LLC | 7,519 | $552.4K | 0.26% | 00.0% | Unchanged |