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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 14,075 | $1.03M | 0.03% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 14,107 | $1.04M | 0.34% | −665−4.5% | Reduced |
| Great Lakes Advisors, LLC | 14,158 | $1.04M | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 14,189 | $1.04M | 0.01% | +1,334+10.4% | Added |
| GeoWealth Management, LLC | 14,198 | $1.04M | 0.04% | +14,198 | New |
| Park Avenue Securities LLC | 14,247 | $1.05M | 0.01% | +241+1.7% | Added |
| LVW Advisors, LLC | 14,260 | $1.05M | 0.12% | −1,396−8.9% | Reduced |
| ING Groep NV | 14,494 | $1.06M | 0.01% | +1,026+7.6% | Added |
| Kornitzer Capital Management Inc | 14,647 | $1.08M | 0.02% | −150−1.0% | Reduced |
| Everence Capital Management Inc | 14,737 | $1.08M | 0.07% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,759 | $1.08M | 0.02% | +1,025+7.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 14,775 | $1.09M | 0.06% | +758+5.4% | Added |
| Ballentine Partners, LLC | 15,130 | $1.11M | 0.02% | +223+1.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 15,148 | $1.11M | 0.01% | +7,415+95.9% | Added |
| DF Dent & Co Inc | 15,290 | $1.12M | 0.01% | −7,811−33.8% | Reduced |
| Fairfield, Bush & Co. | 15,388 | $1.13M | 0.64% | −1,286−7.7% | Reduced |
| CWM Advisors, LLC | 15,545 | $1.14M | 0.12% | +11,178+256.0% | Added |
| Pitcairn Co | 15,556 | $1.14M | 0.07% | −2,747−15.0% | Reduced |
| Securian Asset Management, Inc | 15,615 | $1.15M | 0.03% | −219−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,781 | $1.16M | 0.00% | +5,936+60.3% | Added |
| Louisiana State Employees Retirement System | 15,800 | $1.16M | 0.02% | −300−1.9% | Reduced |
| Williamson Legacy Group, LLC | 15,843 | $1.16M | 0.98% | +402+2.6% | Added |
| Vontobel Holding Ltd. | 15,852 | $1.16M | 0.00% | +944+6.3% | Added |
| Gulf International Bank (UK) Ltd | 15,937 | $1.17M | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 16,606 | $1.22M | 0.01% | +2,857+20.8% | Added |
| Nations Financial Group Inc, | 16,617 | $1.22M | 0.08% | +127+0.8% | Added |
| Waverton Investment Management Ltd | 16,700 | $1.23M | 0.02% | −4,825−22.4% | Reduced |
| Avantax Advisory Services, Inc. | 16,769 | $1.23M | 0.01% | −1,412−7.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 16,780 | $1.23M | 0.33% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 16,805 | $1.23M | 0.03% | −1,727−9.3% | Reduced |
| Norinchukin Bank, The | 16,810 | $1.24M | 0.02% | +1,113+7.1% | Added |
| Lido Advisors, LLC | 16,814 | $1.24M | 0.01% | +6,990+71.2% | Added |
| Kestra Advisory Services, LLC | 16,990 | $1.25M | 0.01% | −1,252−6.9% | Reduced |
| Wedbush Securities Inc | 17,014 | $1.25M | 0.04% | +842+5.2% | Added |
| Empire Financial Management Company, LLC | 17,022 | $1.25M | 0.36% | +935+5.8% | Added |
| Trust Co of Vermont | 17,426 | $1.28M | 0.06% | −1,245−6.7% | Reduced |
| Invst, LLC | 17,826 | $1.31M | 0.16% | +496+2.9% | Added |
| Pensionfund Sabic | 17,850 | $1.31M | 0.37% | −3,900−17.9% | Reduced |
| Sepio Capital, LP | 17,893 | $1.31M | 0.09% | −29,327−62.1% | Reduced |
| HM Payson & Co | 18,033 | $1.32M | 0.02% | +643+3.7% | Added |
| Aptus Capital Advisors, LLC | 18,072 | $1.33M | 0.01% | +5,540+44.2% | Added |
| Citadel Advisors LLC | 18,201 | $1.34M | 0.00% | −56,255−75.6% | Reduced |
| Toroso Investments, LLC | 18,230 | $1.34M | 0.01% | −6,964−27.6% | Reduced |
| Hartford Investment Management Co | 18,398 | $1.35M | 0.04% | −131−0.7% | Reduced |
| Convergence Investment Partners, LLC | 18,417 | $1.35M | 0.34% | +3,422+22.8% | Added |
| Rothschild Investment LLC | 18,783 | $1.38M | 0.09% | +53+0.3% | Added |
| Ancora Advisors, LLC | 18,803 | $1.38M | 0.03% | +250+1.3% | Added |
| Kentucky Retirement Systems | 18,825 | $1.38M | 0.04% | −1,234−6.2% | Reduced |
| Merit Financial Group, LLC | 18,870 | $1.39M | 0.02% | +1,338+7.6% | Added |
| Almanack Investment Partners, LLC. | 18,902 | $1.39M | 0.22% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 18,927 | $1.39M | 0.01% | −1,008−5.1% | Reduced |
| Exchange Traded Concepts, LLC | 18,987 | $1.39M | 0.02% | +3,098+19.5% | Added |
| Candriam Luxembourg S.C.A. | 19,125 | $1.41M | 0.01% | +19,125 | New |
| Envestnet Portfolio Solutions, Inc. | 19,309 | $1.42M | 0.01% | −2,163−10.1% | Reduced |
| Resonant Capital Advisors, LLC | 19,334 | $1.42M | 0.09% | +958+5.2% | Added |
| Old Point Trust & Financial Services N A | 19,548 | $1.44M | 0.50% | −187−0.9% | Reduced |
| Buckingham Strategic Partners | 19,569 | $1.44M | 0.02% | +245+1.3% | Added |
| Virtus Investment Advisers, Inc. | 19,659 | $1.44M | 0.49% | −4,285−17.9% | Reduced |
| Skba Capital Management LLC | 19,901 | $1.46M | 0.21% | +400+2.1% | Added |
| Delphi Management Inc | 19,917 | $1.46M | 1.41% | −2,461−11.0% | Reduced |
| US Bancorp | 19,980 | $1.47M | 0.00% | +849+4.4% | Added |
| Investment Planning Advisors, Inc. | 20,007 | $1.47M | 0.52% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 20,281 | $1.49M | 0.00% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 20,366 | $1.50M | 0.21% | −361−1.7% | Reduced |
| Stegent Equity Advisors, Inc. | 20,529 | $1.51M | 1.34% | +1,614+8.5% | Added |
| Sterling Capital Management LLC | 20,607 | $1.51M | 0.02% | +4,269+26.1% | Added |
| Sage Capital Advisors,llc | 20,697 | $1.52M | 0.38% | +20+0.1% | Added |
| Mizuho Securities USA LLC | 20,718 | $1.52M | 0.03% | +20,718 | New |
| M&T Bank Corp | 20,973 | $1.54M | 0.01% | +2,081+11.0% | Added |
| Ossiam | 21,117 | $1.55M | 0.02% | −101−0.5% | Reduced |
| Union Bancaire Privee, UBP SA | 27,000 | $1.56M | 0.03% | +27,000 | New |
| Federation des caisses Desjardins du Quebec | 21,488 | $1.58M | 0.01% | +4,291+25.0% | Added |
| Wealthfront Advisers LLC | 21,517 | $1.58M | 0.00% | +4,105+23.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 21,652 | $1.59M | 0.70% | +478+2.3% | Added |
| Argent Trust Co | 21,738 | $1.60M | 0.06% | +172+0.8% | Added |
| JT Stratford LLC | 21,757 | $1.60M | 0.24% | −2,234−9.3% | Reduced |
| Pullen Investment Management, LLC | 21,982 | $1.62M | 0.97% | −118−0.5% | Reduced |
| Diversify Wealth Management, LLC | 23,112 | $1.62M | 0.10% | +1,371+6.3% | Added |
| Newbridge Financial Services Group, Inc. | 22,082 | $1.62M | 0.26% | +20,637+1,428.2% | Added |
| Citizens National Bank Trust Department | 22,602 | $1.66M | 0.33% | −709−3.0% | Reduced |
| LRT Capital Management, LLC | 22,689 | $1.67M | 0.99% | −13,334−37.0% | Reduced |
| Beacon Pointe Advisors, LLC | 22,807 | $1.68M | 0.02% | −1,353−5.6% | Reduced |
| Davenport & Co LLC | 22,915 | $1.68M | 0.01% | +2,519+12.4% | Added |
| Integrated Wealth Concepts LLC | 22,945 | $1.69M | 0.02% | +5,437+31.1% | Added |
| Avanza Fonder AB | 23,307 | $1.71M | 0.05% | −1,794−7.1% | Reduced |
| D.A. Davidson & Co. | 23,465 | $1.72M | 0.01% | −19−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,600 | $1.73M | 0.01% | +347+1.5% | Added |
| Kovitz Investment Group Partners, LLC | 23,705 | $1.74M | 0.01% | −210−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 23,769 | $1.75M | 0.03% | −1,144−4.6% | Reduced |
| Panagora Asset Management Inc | 23,881 | $1.75M | 0.01% | −22,431−48.4% | Reduced |
| Elgethun Capital Management | 24,066 | $1.77M | 0.36% | +20.0% | Added |
| Personal Cfo Solutions, LLC | 24,093 | $1.77M | 0.33% | +121+0.5% | Added |
| Parsons Capital Management Inc | 24,221 | $1.78M | 0.11% | −30−0.1% | Reduced |
| Pacer Advisors, Inc. | 24,378 | $1.79M | 0.00% | +9,059+59.1% | Added |
| Patton Fund Management, Inc. | 24,595 | $1.81M | 0.40% | −16,535−40.2% | Reduced |
| Lazard Asset Management LLC | 24,629 | $1.81M | 0.00% | +309+1.3% | Added |
| Bleakley Financial Group, LLC | 24,708 | $1.82M | 0.05% | +1,471+6.3% | Added |
| Grace & White Inc | 24,869 | $1.83M | 0.33% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 24,910 | $1.83M | 1.42% | 00.0% | Unchanged |
| American Trust | 25,137 | $1.85M | 0.17% | +25,137 | New |