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 |
|---|---|---|---|---|---|
| Trueblood Wealth Management, LLC | 7,528 | $553.1K | 0.23% | +7,528 | New |
| Bard Financial Services, Inc. | 7,590 | $557.6K | 0.07% | 00.0% | Unchanged |
| Washington Capital Management Inc | 7,600 | $558.4K | 0.41% | −1,800−19.1% | Reduced |
| Advisor OS, LLC | 7,658 | $562.6K | 0.06% | −477−5.9% | Reduced |
| Sagespring Wealth Partners, LLC | 7,711 | $566.6K | 0.01% | +657+9.3% | Added |
| Coldstream Capital Management Inc | 7,715 | $566.8K | 0.01% | −937−10.8% | Reduced |
| IHT Wealth Management, LLC | 7,740 | $568.6K | 0.02% | +69+0.9% | Added |
| Walleye Capital LLC | 7,747 | $569.2K | 0.01% | +1,953+33.7% | Added |
| Rydar Equities, Inc. | 7,795 | $572.7K | 0.45% | +7,795 | New |
| Baird Financial Group, Inc. | 7,865 | $577.8K | 0.00% | −132−1.7% | Reduced |
| Brown Brothers Harriman & Co | 7,903 | $580.6K | 0.00% | +464+6.2% | Added |
| Brown Advisory Inc | 7,920 | $581.9K | 0.00% | −717−8.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,990 | $587.0K | 0.04% | −554−6.5% | Reduced |
| DORVAL Corp | 8,035 | $590.4K | 0.21% | +20+0.2% | Added |
| Squarepoint Ops LLC | 8,059 | $592.1K | 0.00% | −9,908−55.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,089 | $594.3K | 0.02% | +60+0.7% | Added |
| Fiduciary Alliance LLC | 8,158 | $599.4K | 0.04% | −5−0.1% | Reduced |
| Adalta Capital Management LLC | 8,170 | $600.3K | 0.30% | +750+10.1% | Added |
| EverSource Wealth Advisors, LLC | 8,308 | $610.4K | 0.03% | +186+2.3% | Added |
| YHB Investment Advisors, Inc. | 8,336 | $612.4K | 0.05% | 00.0% | Unchanged |
| Principal Securities, Inc. | 8,383 | $615.9K | 0.01% | +1,429+20.5% | Added |
| Wealth Alliance | 8,384 | $615.9K | 0.07% | +69+0.8% | Added |
| Ritholtz Wealth Management | 8,391 | $616.5K | 0.01% | +173+2.1% | Added |
| Fort Washington Investment Advisors Inc | 8,438 | $619.9K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 8,467 | $622.0K | 0.02% | +3,380+66.4% | Added |
| Impact Partnership Wealth, LLC | 8,502 | $624.7K | 0.12% | −8,204−49.1% | Reduced |
| Fifth Third Bancorp | 8,506 | $624.9K | 0.00% | −451−5.0% | Reduced |
| Transatlantique Private Wealth LLC | 8,618 | $633.2K | 0.23% | −519−5.7% | Reduced |
| IFC Advisors LLC | 8,687 | $638.2K | 0.12% | −9−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 8,902 | $654.0K | 0.04% | +634+7.7% | Added |
| Farther Finance Advisors, LLC | 8,918 | $655.2K | 0.01% | +280+3.2% | Added |
| Tectonic Advisors LLC | 8,925 | $655.7K | 0.04% | +222+2.6% | Added |
| Citadel Investment Advisory, Inc. | 8,928 | $656.0K | 0.32% | −168−1.8% | Reduced |
| Carmel Capital Partners, LLC | 8,937 | $656.6K | 0.23% | +2,668+42.6% | Added |
| ASR Vermogensbeheer N.V. | 9,102 | $668.7K | 0.01% | +555+6.5% | Added |
| Fullerton Fund Management Co Ltd. | 9,157 | $672.8K | 0.03% | +940+11.4% | Added |
| Eagle Harbor Asset Management Inc | 9,231 | $678.2K | 0.65% | −396−4.1% | Reduced |
| Baader Bank INC | 9,320 | $684.7K | 0.06% | −2,690−22.4% | Reduced |
| Bradley Foster & Sargent Inc | 9,335 | $685.9K | 0.01% | −412−4.2% | Reduced |
| Wedmont Private Capital | 9,852 | $687.2K | 0.03% | +1,574+19.0% | Added |
| Nicholson Wealth Management Group, LLC | 9,370 | $688.4K | 0.42% | +5,541+144.7% | Added |
| Cadent Capital Advisors, LLC | 9,384 | $689.4K | 0.23% | −3,526−27.3% | Reduced |
| Silver Oak Securities, Inc | 9,392 | $690.0K | 0.06% | +9,392 | New |
| Blair William & Co | 9,409 | $691.3K | 0.00% | +319+3.5% | Added |
| King Luther Capital Management Corp | 9,426 | $692.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,560 | $702.4K | 0.01% | +11+0.1% | Added |
| GWM Advisors LLC | 9,825 | $721.8K | 0.00% | +1,056+12.0% | Added |
| Heritage Family Offices, LLP | 10,218 | $728.2K | 0.37% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 9,962 | $731.9K | 0.12% | +5,802+139.5% | Added |
| Keb Asset Management, LLC | 9,974 | $732.8K | 0.18% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 10,050 | $738.4K | 0.01% | −750−6.9% | Reduced |
| Stance Capital LLC | 10,106 | $742.5K | 0.28% | +10,106 | New |
| Gifford Fong Associates | 10,125 | $744.0K | 0.17% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 10,297 | $744.4K | 0.02% | −4,656−31.1% | Reduced |
| Coastal Bridge Advisors, LLC | 10,157 | $746.2K | 0.06% | +10,157 | New |
| Commerce Bank | 10,295 | $756.4K | 0.00% | +295+2.9% | Added |
| Cobblestone Capital Advisors LLC | 10,320 | $758.2K | 0.04% | −34−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 10,328 | $758.8K | 0.01% | −651−5.9% | Reduced |
| Natixis | 10,374 | $762.2K | 0.00% | −18,288−63.8% | Reduced |
| Empirical Finance, LLC | 10,434 | $766.6K | 0.04% | +69+0.7% | Added |
| Vise Technologies, Inc. | 10,502 | $771.6K | 0.03% | +10,502 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 10,517 | $772.7K | 0.05% | −5,242−33.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 10,562 | $776.0K | 0.33% | −2,429−18.7% | Reduced |
| Empower Advisory Group, LLC | 10,738 | $788.9K | 0.00% | +9+0.1% | Added |
| Scott Marsh Financial, LLC | 10,772 | $791.4K | 0.29% | +10,772 | New |
| Integrated Quantitative Investments LLC | 10,779 | $791.9K | 0.23% | +10,779 | New |
| Everpar Advisors LLC | 10,944 | $804.1K | 0.37% | +126+1.2% | Added |
| Omers Administration Corp | 11,049 | $811.8K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 11,209 | $823.5K | 0.03% | +1,560+16.2% | Added |
| GAMMA Investing LLC | 11,219 | $824.3K | 0.05% | +1,777+18.8% | Added |
| NCM Capital Management, LLC | 11,259 | $827.2K | 0.34% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,397 | $837.3K | 0.02% | −3,992−25.9% | Reduced |
| USA Financial Portformulas Corp | 11,440 | $840.5K | 0.14% | +11,440 | New |
| Procyon Private Wealth Partners, LLC | 11,466 | $842.4K | 0.08% | −9,317−44.8% | Reduced |
| Empirical Asset Management, LLC | 11,540 | $847.8K | 0.26% | −1,613−12.3% | Reduced |
| HBK Sorce Advisory LLC | 11,597 | $852.0K | 0.02% | −2,321−16.7% | Reduced |
| Manchester Financial Inc | 11,626 | $854.2K | 0.18% | −11,660−50.1% | Reduced |
| HB Wealth Management, LLC | 11,638 | $855.0K | 0.01% | +1,426+14.0% | Added |
| Cumberland Partners Ltd | 11,765 | $864.4K | 0.06% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 11,793 | $866.4K | 0.13% | −96−0.8% | Reduced |
| Bessemer Group Inc | 11,861 | $872.0K | 0.00% | −11,576−49.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 11,929 | $876.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 11,955 | $878.3K | 0.00% | +8,375+233.9% | Added |
| WSFS Capital Management, LLC | 12,156 | $893.1K | 0.05% | +2,642+27.8% | Added |
| Umb Bank N A | 12,340 | $906.6K | 0.01% | +422+3.5% | Added |
| Swedbank AB | 12,376 | $909.3K | 0.00% | +12,376 | New |
| Mission Wealth Management, LP | 12,412 | $911.9K | 0.02% | +7,037+130.9% | Added |
| Mount Lucas Management LP | 12,745 | $936.4K | 0.45% | −18,752−59.5% | Reduced |
| Venturi Wealth Management, LLC | 13,102 | $962.6K | 0.05% | −1,704−11.5% | Reduced |
| Caisse des Depots Et Consignations | 13,103 | $962.7K | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 13,133 | $964.9K | 0.06% | −38,320−74.5% | Reduced |
| ISAM Funds (UK) Ltd | 13,137 | $965.2K | 0.21% | −9,722−42.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 13,195 | $969.4K | 0.06% | +818+6.6% | Added |
| Net Worth Advisory Group | 13,226 | $971.7K | 0.22% | −611−4.4% | Reduced |
| Compass Wealth Management LLC | 13,331 | $979.4K | 0.23% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 13,468 | $989.5K | 0.00% | −18,958−58.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,498 | $992.0K | 0.01% | +3,630+36.8% | Added |
| Bellevue Asset Management, LLC | 13,516 | $993.0K | 0.48% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 13,816 | $1.01M | 0.00% | −90,176−86.7% | Reduced |
| Inspire Advisors, LLC | 13,741 | $1.01M | 0.10% | −978−6.6% | Reduced |