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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 8,391 | $616.5K | 0.01% | +173+2.1% | Added |
| Wealth Alliance | 8,384 | $615.9K | 0.07% | +69+0.8% | Added |
| Principal Securities, Inc. | 8,383 | $615.9K | 0.01% | +1,429+20.5% | Added |
| YHB Investment Advisors, Inc. | 8,336 | $612.4K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 8,308 | $610.4K | 0.03% | +186+2.3% | Added |
| Adalta Capital Management LLC | 8,170 | $600.3K | 0.30% | +750+10.1% | Added |
| Fiduciary Alliance LLC | 8,158 | $599.4K | 0.04% | −5−0.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,089 | $594.3K | 0.02% | +60+0.7% | Added |
| Squarepoint Ops LLC | 8,059 | $592.1K | 0.00% | −9,908−55.1% | Reduced |
| DORVAL Corp | 8,035 | $590.4K | 0.21% | +20+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,990 | $587.0K | 0.04% | −554−6.5% | Reduced |
| Brown Advisory Inc | 7,920 | $581.9K | 0.00% | −717−8.3% | Reduced |
| Brown Brothers Harriman & Co | 7,903 | $580.6K | 0.00% | +464+6.2% | Added |
| Baird Financial Group, Inc. | 7,865 | $577.8K | 0.00% | −132−1.7% | Reduced |
| Rydar Equities, Inc. | 7,795 | $572.7K | 0.45% | +7,795 | New |
| Walleye Capital LLC | 7,747 | $569.2K | 0.01% | +1,953+33.7% | Added |
| IHT Wealth Management, LLC | 7,740 | $568.6K | 0.02% | +69+0.9% | Added |
| Coldstream Capital Management Inc | 7,715 | $566.8K | 0.01% | −937−10.8% | Reduced |
| Sagespring Wealth Partners, LLC | 7,711 | $566.6K | 0.01% | +657+9.3% | Added |
| Advisor OS, LLC | 7,658 | $562.6K | 0.06% | −477−5.9% | Reduced |
| Washington Capital Management Inc | 7,600 | $558.4K | 0.41% | −1,800−19.1% | Reduced |
| Bard Financial Services, Inc. | 7,590 | $557.6K | 0.07% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 7,528 | $553.1K | 0.23% | +7,528 | New |
| Aurelius Family Office LLC | 7,519 | $552.4K | 0.26% | 00.0% | Unchanged |
| Tufton Capital Management | 7,425 | $545.0K | 0.10% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 7,401 | $543.8K | 0.01% | −1,200−14.0% | Reduced |
| Greenwood Capital Associates LLC | 7,383 | $542.4K | 0.07% | −1,870−20.2% | Reduced |
| iA Global Asset Management Inc. | 7,362 | $541.0K | 0.01% | −20,276−73.4% | Reduced |
| Two Sigma Advisers, LP | 7,325 | $538.2K | 0.00% | −37,400−83.6% | Reduced |
| Adviser Investments LLC | 7,260 | $533.4K | 0.01% | +1,118+18.2% | Added |
| Equitable Holdings, Inc. | 7,260 | $533.4K | 0.00% | +105+1.5% | Added |
| Trustmark National Bank Trust Department | 7,249 | $532.6K | 0.04% | +3,735+106.3% | Added |
| Snowden Capital Advisors LLC | 7,242 | $532.1K | 0.02% | −831−10.3% | Reduced |
| Forum Financial Management, LP | 7,121 | $523.2K | 0.01% | +10+0.1% | Added |
| Level Four Advisory Services, LLC | 7,117 | $522.9K | 0.02% | −266−3.6% | Reduced |
| United Capital Financial Advisers, LLC | 7,111 | $522.4K | 0.00% | +445+6.7% | Added |
| Maridea Wealth Management LLC | 7,039 | $517.2K | 0.13% | +7,039 | New |
| Virtu Financial LLC | 6,994 | $514.0K | 0.03% | +6,994 | New |
| Clear Harbor Asset Management, LLC | 6,889 | $506.1K | 0.04% | −533−7.2% | Reduced |
| Wealth Advisors of Iowa, LLC | 6,882 | $505.6K | 0.19% | 00.0% | Unchanged |
| 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 |
| Glenmede Investment Management, LP | 6,746 | $495.6K | 0.00% | +6,746 | New |
| SRS Capital Advisors, Inc. | 6,726 | $494.4K | 0.02% | −253−3.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,670 | $490.0K | 0.01% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 6,642 | $488.0K | 0.04% | +1,327+25.0% | Added |
| Baron Wealth Management LLC | 6,589 | $484.1K | 0.17% | −610−8.5% | Reduced |
| Guggenheim Capital LLC | 6,542 | $480.6K | 0.00% | +129+2.0% | Added |
| Diligent Investors, LLC | 6,511 | $478.4K | 0.11% | +100+1.6% | Added |
| Keybank National Association | 6,471 | $475.4K | 0.00% | −347−5.1% | Reduced |
| Wealthspire Advisors, LLC | 6,452 | $474.0K | 0.00% | −1,128−14.9% | Reduced |
| Eqis Capital Management, Inc. | 6,394 | $469.8K | 0.04% | −864−11.9% | Reduced |
| Thrive Wealth Management, LLC | 6,391 | $469.6K | 0.08% | +294+4.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,376 | $468.3K | 0.06% | +2,150+50.9% | Added |
| Fifth Third Wealth Advisors LLC | 6,357 | $467.0K | 0.02% | −363−5.4% | Reduced |
| Osterweis Capital Management Inc | 6,331 | $465.1K | 0.02% | +1,041+19.7% | Added |
| Harbour Investments, Inc. | 6,297 | $462.7K | 0.01% | +1,737+38.1% | Added |
| Naples Global Advisors, LLC | 6,288 | $462.0K | 0.04% | −300−4.6% | Reduced |
| Pallas Capital Advisors LLC | 6,285 | $461.7K | 0.02% | +1,468+30.5% | Added |
| Axxcess Wealth Management, LLC | 6,256 | $459.7K | 0.01% | −129−2.0% | Reduced |
| Private Trust Co NA | 6,242 | $458.6K | 0.04% | −228−3.5% | Reduced |
| AE Wealth Management LLC | 6,208 | $456.1K | 0.00% | +1,033+20.0% | Added |
| Global Assets Advisory, LLC | 6,253 | $455.6K | 0.18% | −715−10.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,183 | $454.3K | 0.00% | −702−10.2% | Reduced |
| Quadrant Capital Group LLC | 6,180 | $454.0K | 0.02% | +14+0.2% | Added |
| Wealth Quarterback LLC | 6,171 | $453.4K | 0.21% | −3,888−38.7% | Reduced |
| Ontario Teachers Pension Plan Board | 6,111 | $449.0K | 0.01% | +6,111 | New |
| Board of the Pension Protection Fund | 6,100 | $448.2K | 0.48% | −3,700−37.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,067 | $445.7K | 0.02% | +637+11.7% | Added |
| Gibbs Wealth Management | 6,045 | $444.1K | 0.09% | −1,549−20.4% | Reduced |
| Visionary Wealth Advisors | 5,937 | $436.2K | 0.02% | +5,937 | New |
| Mather Group, LLC. | 5,920 | $434.9K | 0.00% | −9−0.2% | Reduced |
| Romano Brothers and Company | 5,920 | $434.9K | 0.05% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 5,918 | $434.8K | 0.20% | −944−13.8% | Reduced |
| TownSquare Capital, LLC | 5,913 | $434.4K | 0.04% | −43,266−88.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,908 | $434.1K | 0.01% | −265−4.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,839 | $429.0K | 0.01% | +6+0.1% | Added |
| Greenleaf Trust | 5,806 | $426.6K | 0.00% | −1,399−19.4% | Reduced |
| Shell Asset Management Co | 5,781 | $425.0K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 5,780 | $424.7K | 0.00% | +169+3.0% | Added |
| Legacy Capital Wealth Partners, LLC | 5,734 | $421.3K | 0.10% | −382−6.2% | Reduced |
| Jones Financial Companies LLLP | 5,722 | $414.6K | 0.00% | +2,177+61.4% | Added |
| Westerkirk Capital Inc. | 5,600 | $411.4K | 0.05% | +5,600 | New |
| Apollon Wealth Management, LLC | 5,567 | $409.0K | 0.01% | +788+16.5% | Added |
| Change Path, LLC | 5,553 | $408.0K | 0.01% | +807+17.0% | Added |
| RSM US Wealth Management LLC | 5,497 | $404.1K | 0.01% | +100+1.9% | Added |
| Pensionmark Financial Group, LLC | 5,484 | $402.9K | 0.01% | +2,469+81.9% | Added |
| Cynosure Management, LLC | 5,469 | $401.8K | 0.05% | +9+0.2% | Added |
| Canada Post Corp Registered Pension Plan | 5,415 | $397.8K | 0.02% | +5,415 | New |
| Firethorn Wealth Partners, LLC | 5,385 | $395.6K | 0.17% | +117+2.2% | Added |
| Severin Investments, LLC | 5,353 | $393.3K | 0.37% | −97−1.8% | Reduced |
| Strategy Asset Managers LLC | 5,321 | $390.9K | 0.07% | −113−2.1% | Reduced |
| Horizon Advisory Services, Inc. | 5,286 | $388.4K | 0.21% | +10+0.2% | Added |
| Advisory Alpha, LLC | 5,283 | $388.1K | 0.01% | +5,283 | New |
| Beacon Financial Group | 5,253 | $385.9K | 0.04% | +3+0.1% | Added |
| Lincoln Capital LLC | 5,236 | $384.7K | 0.07% | +5,236 | New |
| Financial Security Advisor, Inc. | 5,176 | $382.9K | 0.09% | +6+0.1% | Added |
| Signaturefd, LLC | 5,170 | $379.8K | 0.01% | −30−0.6% | Reduced |
| Peapack Gladstone Financial Corp | 5,162 | $379.0K | 0.01% | −356−6.5% | Reduced |
| Compass Capital Corp | 5,441 | $378.6K | 0.18% | +153+2.9% | Added |