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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 5,058 | $373.4K | 0.01% | +1,015+25.1% | Added |
| SummitTX Capital, L.P. | 5,050 | $371.0K | 0.02% | +5,050 | New |
| Woodward Diversified Capital, LLC | 4,998 | $367.2K | 0.19% | +1,050+26.6% | Added |
| State of Wyoming | 4,992 | $366.8K | 0.04% | −6,517−56.6% | Reduced |
| NDVR, Inc. | 4,982 | $366.0K | 0.34% | +96+2.0% | Added |
| Foundations Investment Advisors, LLC | 4,916 | $361.2K | 0.01% | −6,483−56.9% | Reduced |
| Ci Investments Inc. | 4,869 | $358.0K | 0.00% | +157+3.3% | Added |
| Atomi Financial Group, Inc. | 4,841 | $355.7K | 0.01% | +32+0.7% | Added |
| Oppenheimer & Co Inc | 4,785 | $351.6K | 0.00% | −57−1.2% | Reduced |
| Prudential PLC | 4,761 | $349.8K | 0.00% | −44,536−90.3% | Reduced |
| Gitterman Wealth Management, LLC | 4,759 | $349.7K | 0.08% | +4,759 | New |
| Fidelis Capital Partners, LLC | 4,930 | $347.8K | 0.03% | +393+8.7% | Added |
| Ingalls & Snyder LLC | 4,711 | $346.0K | 0.01% | −8−0.2% | Reduced |
| HighPoint Advisor Group LLC | 4,698 | $345.1K | 0.02% | −585−11.1% | Reduced |
| Portside Wealth Group, LLC | 4,668 | $343.0K | 0.05% | −1,217−20.7% | Reduced |
| Aureus Asset Management, LLC | 4,644 | $341.2K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,637 | $340.7K | 0.01% | −141−3.0% | Reduced |
| Meeder Advisory Services, Inc. | 4,616 | $339.1K | 0.02% | +609+15.2% | Added |
| 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 |
| IFG Advisory, LLC | 4,590 | $337.2K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 4,569 | $335.7K | 0.01% | −3,634−44.3% | Reduced |
| S-Bank Fund Management Ltd | 4,536 | $333.3K | 0.05% | +4,536 | New |
| Cornerstone Wealth Management, LLC | 4,506 | $331.1K | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 4,499 | $330.6K | 0.02% | +4,499 | New |
| National Asset Management, Inc. | 4,498 | $330.5K | 0.02% | −1,645−26.8% | Reduced |
| Heartland Bank & Trust Co | 4,396 | $323.0K | 0.15% | −163−3.6% | Reduced |
| Gallacher Capital Management LLC | 4,392 | $322.7K | 0.15% | +4,392 | New |
| Checchi Capital Advisers, LLC | 4,334 | $318.4K | 0.02% | +165+4.0% | Added |
| CX Institutional | 4,323 | $318.0K | 0.01% | −68−1.5% | Reduced |
| Hancock Whitney Corp | 4,328 | $318.0K | 0.01% | −8,981−67.5% | Reduced |
| Platform Technology Partners | 4,311 | $316.7K | 0.08% | −48−1.1% | Reduced |
| Abacus Planning Group, Inc. | 4,287 | $315.0K | 0.05% | +1,373+47.1% | Added |
| Graham Capital Wealth Management, LLC | 4,277 | $314.2K | 0.35% | −1,400−24.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,252 | $312.4K | 0.02% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 4,247 | $312.0K | 0.01% | +448+11.8% | Added |
| Retireful, LLC | 4,235 | $311.1K | 0.21% | +4,235 | New |
| Diversify Advisory Services, LLC | 4,440 | $310.8K | 0.01% | −196−4.2% | Reduced |
| West Family Investments, Inc. | 4,215 | $309.7K | 0.08% | +342+8.8% | Added |
| Warren Averett Asset Management, LLC | 4,198 | $308.4K | 0.00% | +68+1.6% | Added |
| Hamilton Capital Partners Inc. | 4,171 | $306.4K | 0.02% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 4,108 | $301.8K | 0.06% | +22+0.5% | Added |
| Wexford Capital LP | 4,100 | $301.2K | 0.08% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,099 | $301.2K | 0.00% | +61+1.5% | Added |
| MBB Public Markets I LLC | 4,096 | $300.9K | 0.03% | −888−17.8% | Reduced |
| Sequoia Financial Advisors, LLC | 4,088 | $300.4K | 0.00% | +442+12.1% | Added |
| Somerset Trust Co | 4,087 | $300.3K | 0.10% | −86−2.1% | Reduced |
| Axq Capital, LP | 4,054 | $297.8K | 0.10% | −12,218−75.1% | Reduced |
| Dynamic Advisor Solutions LLC | 4,030 | $296.1K | 0.01% | +109+2.8% | Added |
| Longboard Asset Management, LP | 3,960 | $290.9K | 0.72% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 3,894 | $286.1K | 0.03% | +486+14.3% | Added |
| Citizens Financial Group Inc | 3,856 | $284.5K | 0.00% | +442+12.9% | Added |
| Koshinski Asset Management, Inc. | 3,859 | $283.5K | 0.02% | −478−11.0% | Reduced |
| Sowell Financial Services LLC | 3,846 | $282.5K | 0.01% | −156−3.9% | Reduced |
| Summit Trail Advisors, LLC | 3,842 | $282.3K | 0.00% | +3,842 | New |
| FineMark National Bank & Trust | 3,832 | $281.5K | 0.01% | +246+6.9% | Added |
| Profund Advisors LLC | 3,826 | $281.1K | 0.01% | −377−9.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,825 | $281.1K | 0.00% | +31+0.8% | Added |
| IFP Advisors, Inc | 3,804 | $279.5K | 0.01% | −791−17.2% | Reduced |
| ABLE Financial Group, LLC | 3,799 | $279.1K | 0.07% | −20−0.5% | Reduced |
| BIP Wealth, LLC | 3,775 | $277.3K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,737 | $274.6K | 0.01% | +3,737 | New |
| Avestar Capital, LLC | 3,713 | $274.0K | 0.02% | −33−0.9% | Reduced |
| Cornerstone Financial Group, LLC | 3,727 | $273.8K | 0.23% | −220−5.6% | Reduced |
| Crestwood Advisors Group LLC | 3,721 | $273.4K | 0.00% | +158+4.4% | Added |
| Smith Shellnut Wilson LLC | 3,709 | $272.5K | 0.12% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,700 | $271.8K | 0.12% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,676 | $270.1K | 0.01% | −44,529−92.4% | Reduced |
| Fisher Asset Management, LLC | 3,668 | $269.5K | 0.00% | −265−6.7% | Reduced |
| Chilton Capital Management LLC | 3,667 | $269.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,616 | $265.7K | 0.01% | +161+4.7% | Added |
| Clarius Group, LLC | 3,601 | $264.6K | 0.02% | +32+0.9% | Added |
| Concurrent Investment Advisors, LLC | 3,596 | $264.2K | 0.01% | +300+9.1% | Added |
| Guardian Wealth Advisors, LLC | 3,570 | $262.3K | 0.02% | −193−5.1% | Reduced |
| Archer Investment Corp | 3,566 | $262.0K | 0.06% | +3,457+3,171.6% | Added |
| Significant Wealth Partners LLC | 3,554 | $261.1K | 0.13% | −560−13.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,500 | $257.1K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 3,499 | $257.1K | 0.00% | +513+17.2% | Added |
| Trust Asset Management LLC | 3,478 | $255.5K | 0.02% | 00.0% | Unchanged |
| First Nebraska Trust Co | 3,465 | $254.6K | 0.02% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 3,467 | $252.6K | 0.12% | −1,700−32.9% | Reduced |
| Fundamentun, LLC | 3,414 | $250.8K | 0.01% | +100+3.0% | Added |
| Jackson Hole Capital Partners, LLC | 3,370 | $247.6K | 0.05% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3,327 | $244.4K | 0.07% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 3,321 | $244.0K | 0.01% | +58+1.8% | Added |
| Somerville Kurt F | 3,310 | $243.2K | 0.04% | −500−13.1% | Reduced |
| Fayez Sarofim & Co | 3,300 | $242.5K | 0.00% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 3,300 | $242.5K | 0.04% | +300+10.0% | Added |
| Hamilton Wealth, LLC | 3,290 | $241.7K | 0.05% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 3,273 | $240.5K | 0.44% | 00.0% | Unchanged |
| Maven Securities LTD | 3,268 | $240.1K | 0.06% | +3,268 | New |
| PUREfi Wealth, LLC | 3,256 | $239.2K | 0.19% | +340+11.7% | Added |
| Evergreen Capital Management LLC | 3,226 | $237.0K | 0.01% | +280+9.5% | Added |
| Aaron Wealth Advisors | 3,207 | $235.6K | 0.02% | +177+5.8% | Added |
| Gilbert & Cook, Inc. | 3,197 | $234.9K | 0.03% | +9+0.3% | Added |
| Alpha Family Trust | 3,195 | $234.7K | 0.12% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,194 | $234.7K | 0.01% | +290+10.0% | Added |
| Nomura Holdings Inc | 3,176 | $233.3K | 0.00% | −6,312−66.5% | Reduced |
| Allworth Financial LP | 3,175 | $233.3K | 0.00% | −1,667−34.4% | Reduced |
| D. E. Shaw & Co., Inc. | 3,161 | $232.2K | 0.00% | +3,161 | New |
| Blue Rock Wealth Management LLC | 3,159 | $232.1K | 0.16% | 00.0% | Unchanged |