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 |
|---|---|---|---|---|---|
| Willow Creek Wealth Management Inc. | 33,010 | $2.43M | 0.22% | +118+0.4% | Added |
| Brighton Jones LLC | 32,571 | $2.39M | 0.06% | +2,493+8.3% | Added |
| SeaBridge Investment Advisors LLC | 32,500 | $2.39M | 0.44% | +2,885+9.7% | Added |
| Dean Capital Management | 32,157 | $2.36M | 0.97% | +1,720+5.7% | Added |
| Insight Inv LLC | 32,032 | $2.35M | 1.58% | +70+0.2% | Added |
| Empowered Funds, LLC | 31,532 | $2.32M | 0.03% | −2,458−7.2% | Reduced |
| Leavell Investment Management, Inc. | 31,327 | $2.30M | 0.10% | −105−0.3% | Reduced |
| CIBC World Markets Inc. | 31,300 | $2.30M | 0.01% | −5,027−13.8% | Reduced |
| Resources Management Corp | 30,634 | $2.25M | 0.31% | +132+0.4% | Added |
| Ostrum Asset Management | 30,457 | $2.24M | 0.10% | −4,701−13.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 30,182 | $2.22M | 0.11% | +3,692+13.9% | Added |
| Scotia Capital Inc. | 29,836 | $2.19M | 0.01% | −1,719−5.4% | Reduced |
| Applied Capital LLC | 29,397 | $2.16M | 1.61% | +120.0% | Added |
| Thrive Capital Management, LLC | 28,841 | $2.12M | 0.66% | +28,841 | New |
| We Are One Seven, LLC | 28,840 | $2.12M | 0.07% | +17,033+144.3% | Added |
| EP Wealth Advisors, LLC | 28,100 | $2.06M | 0.01% | −5,131−15.4% | Reduced |
| Achmea Investment Management B.V. | 27,546 | $2.02M | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 27,429 | $2.02M | 0.01% | +2,935+12.0% | Added |
| Nordea Investment Management AB | 27,193 | $1.97M | 0.00% | −55,253−67.0% | Reduced |
| Elm3 Financial Group, LLC | 26,696 | $1.96M | 1.63% | −1,666−5.9% | Reduced |
| Oregon Public Employees Retirement Fund | 25,890 | $1.90M | 0.03% | +100+0.4% | Added |
| NEOS Investment Management LLC | 25,334 | $1.86M | 0.02% | +5,349+26.8% | Added |
| Elo Mutual Pension Insurance Co | 25,196 | $1.85M | 0.04% | −6,686−21.0% | Reduced |
| American Trust | 25,137 | $1.85M | 0.17% | +25,137 | New |
| Cypress Advisory Group LLC | 24,910 | $1.83M | 1.42% | 00.0% | Unchanged |
| Grace & White Inc | 24,869 | $1.83M | 0.33% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 24,708 | $1.82M | 0.05% | +1,471+6.3% | Added |
| Lazard Asset Management LLC | 24,629 | $1.81M | 0.00% | +309+1.3% | Added |
| Patton Fund Management, Inc. | 24,595 | $1.81M | 0.40% | −16,535−40.2% | Reduced |
| Pacer Advisors, Inc. | 24,378 | $1.79M | 0.00% | +9,059+59.1% | Added |
| Parsons Capital Management Inc | 24,221 | $1.78M | 0.11% | −30−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 24,093 | $1.77M | 0.33% | +121+0.5% | Added |
| Elgethun Capital Management | 24,066 | $1.77M | 0.36% | +20.0% | Added |
| Panagora Asset Management Inc | 23,881 | $1.75M | 0.01% | −22,431−48.4% | Reduced |
| Crossmark Global Holdings, Inc. | 23,769 | $1.75M | 0.03% | −1,144−4.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 23,705 | $1.74M | 0.01% | −210−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,600 | $1.73M | 0.01% | +347+1.5% | Added |
| D.A. Davidson & Co. | 23,465 | $1.72M | 0.01% | −19−0.1% | Reduced |
| Avanza Fonder AB | 23,307 | $1.71M | 0.05% | −1,794−7.1% | Reduced |
| Integrated Wealth Concepts LLC | 22,945 | $1.69M | 0.02% | +5,437+31.1% | Added |
| Davenport & Co LLC | 22,915 | $1.68M | 0.01% | +2,519+12.4% | Added |
| Beacon Pointe Advisors, LLC | 22,807 | $1.68M | 0.02% | −1,353−5.6% | Reduced |
| LRT Capital Management, LLC | 22,689 | $1.67M | 0.99% | −13,334−37.0% | Reduced |
| Citizens National Bank Trust Department | 22,602 | $1.66M | 0.33% | −709−3.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 22,082 | $1.62M | 0.26% | +20,637+1,428.2% | Added |
| Diversify Wealth Management, LLC | 23,112 | $1.62M | 0.10% | +1,371+6.3% | Added |
| Pullen Investment Management, LLC | 21,982 | $1.62M | 0.97% | −118−0.5% | Reduced |
| JT Stratford LLC | 21,757 | $1.60M | 0.24% | −2,234−9.3% | Reduced |
| Argent Trust Co | 21,738 | $1.60M | 0.06% | +172+0.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 21,652 | $1.59M | 0.70% | +478+2.3% | Added |
| Wealthfront Advisers LLC | 21,517 | $1.58M | 0.00% | +4,105+23.6% | Added |
| Federation des caisses Desjardins du Quebec | 21,488 | $1.58M | 0.01% | +4,291+25.0% | Added |
| Union Bancaire Privee, UBP SA | 27,000 | $1.56M | 0.03% | +27,000 | New |
| Ossiam | 21,117 | $1.55M | 0.02% | −101−0.5% | Reduced |
| M&T Bank Corp | 20,973 | $1.54M | 0.01% | +2,081+11.0% | Added |
| Mizuho Securities USA LLC | 20,718 | $1.52M | 0.03% | +20,718 | New |
| Sage Capital Advisors,llc | 20,697 | $1.52M | 0.38% | +20+0.1% | Added |
| Sterling Capital Management LLC | 20,607 | $1.51M | 0.02% | +4,269+26.1% | Added |
| Stegent Equity Advisors, Inc. | 20,529 | $1.51M | 1.34% | +1,614+8.5% | Added |
| Parr McKnight Wealth Management Group, LLC | 20,366 | $1.50M | 0.21% | −361−1.7% | Reduced |
| Loomis Sayles & Co L P | 20,281 | $1.49M | 0.00% | 00.0% | Unchanged |
| Investment Planning Advisors, Inc. | 20,007 | $1.47M | 0.52% | 00.0% | Unchanged |
| US Bancorp | 19,980 | $1.47M | 0.00% | +849+4.4% | Added |
| Delphi Management Inc | 19,917 | $1.46M | 1.41% | −2,461−11.0% | Reduced |
| Skba Capital Management LLC | 19,901 | $1.46M | 0.21% | +400+2.1% | Added |
| Virtus Investment Advisers, Inc. | 19,659 | $1.44M | 0.49% | −4,285−17.9% | Reduced |
| Buckingham Strategic Partners | 19,569 | $1.44M | 0.02% | +245+1.3% | Added |
| Old Point Trust & Financial Services N A | 19,548 | $1.44M | 0.50% | −187−0.9% | Reduced |
| Resonant Capital Advisors, LLC | 19,334 | $1.42M | 0.09% | +958+5.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,309 | $1.42M | 0.01% | −2,163−10.1% | Reduced |
| Candriam Luxembourg S.C.A. | 19,125 | $1.41M | 0.01% | +19,125 | New |
| Exchange Traded Concepts, LLC | 18,987 | $1.39M | 0.02% | +3,098+19.5% | Added |
| Private Advisor Group, LLC | 18,927 | $1.39M | 0.01% | −1,008−5.1% | Reduced |
| Almanack Investment Partners, LLC. | 18,902 | $1.39M | 0.22% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 18,870 | $1.39M | 0.02% | +1,338+7.6% | Added |
| Kentucky Retirement Systems | 18,825 | $1.38M | 0.04% | −1,234−6.2% | Reduced |
| Ancora Advisors, LLC | 18,803 | $1.38M | 0.03% | +250+1.3% | Added |
| Rothschild Investment LLC | 18,783 | $1.38M | 0.09% | +53+0.3% | Added |
| Convergence Investment Partners, LLC | 18,417 | $1.35M | 0.34% | +3,422+22.8% | Added |
| Hartford Investment Management Co | 18,398 | $1.35M | 0.04% | −131−0.7% | Reduced |
| Toroso Investments, LLC | 18,230 | $1.34M | 0.01% | −6,964−27.6% | Reduced |
| Citadel Advisors LLC | 18,201 | $1.34M | 0.00% | −56,255−75.6% | Reduced |
| Aptus Capital Advisors, LLC | 18,072 | $1.33M | 0.01% | +5,540+44.2% | Added |
| HM Payson & Co | 18,033 | $1.32M | 0.02% | +643+3.7% | Added |
| Sepio Capital, LP | 17,893 | $1.31M | 0.09% | −29,327−62.1% | Reduced |
| Pensionfund Sabic | 17,850 | $1.31M | 0.37% | −3,900−17.9% | Reduced |
| Invst, LLC | 17,826 | $1.31M | 0.16% | +496+2.9% | Added |
| Trust Co of Vermont | 17,426 | $1.28M | 0.06% | −1,245−6.7% | Reduced |
| Empire Financial Management Company, LLC | 17,022 | $1.25M | 0.36% | +935+5.8% | Added |
| Wedbush Securities Inc | 17,014 | $1.25M | 0.04% | +842+5.2% | Added |
| Kestra Advisory Services, LLC | 16,990 | $1.25M | 0.01% | −1,252−6.9% | Reduced |
| Lido Advisors, LLC | 16,814 | $1.24M | 0.01% | +6,990+71.2% | Added |
| Norinchukin Bank, The | 16,810 | $1.24M | 0.02% | +1,113+7.1% | Added |
| Metis Global Partners, LLC | 16,805 | $1.23M | 0.03% | −1,727−9.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 16,780 | $1.23M | 0.33% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 16,769 | $1.23M | 0.01% | −1,412−7.8% | Reduced |
| Waverton Investment Management Ltd | 16,700 | $1.23M | 0.02% | −4,825−22.4% | Reduced |
| Nations Financial Group Inc, | 16,617 | $1.22M | 0.08% | +127+0.8% | Added |
| Savant Capital, LLC | 16,606 | $1.22M | 0.01% | +2,857+20.8% | Added |
| Gulf International Bank (UK) Ltd | 15,937 | $1.17M | 0.04% | 00.0% | Unchanged |