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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 3,135 | $230.3K | 0.01% | +3,135 | New |
| Cigna Investments Inc | 3,119 | $229.0K | 0.04% | +199+6.8% | Added |
| ORG Wealth Partners, LLC | 3,140 | $228.8K | 0.05% | +979+45.3% | Added |
| Bayforest Capital Ltd | 3,107 | $228.3K | 0.10% | −15,089−82.9% | Reduced |
| Keel Point, LLC | 3,092 | $227.2K | 0.02% | −659−17.6% | Reduced |
| Ronald Blue Trust, Inc. | 3,087 | $226.8K | 0.00% | −218−6.6% | Reduced |
| Lantz Financial LLC | 3,085 | $226.7K | 0.06% | −93−2.9% | Reduced |
| C M Bidwell & Associates Ltd | 3,077 | $226.1K | 0.12% | +2+0.1% | Added |
| 1st Source Bank | 3,075 | $225.9K | 0.01% | +52+1.7% | Added |
| Plan A Wealth LLC | 3,009 | $221.1K | 0.13% | −26−0.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,002 | $220.6K | 0.00% | +3,002 | New |
| Fiduciary Trust Co | 2,993 | $219.9K | 0.00% | +2,993 | New |
| J.W. Cole Advisors, Inc. | 2,981 | $219.0K | 0.00% | +2,981 | New |
| Woodmont Investment Counsel LLC | 2,944 | $216.3K | 0.01% | +13+0.4% | Added |
| Barnes Wealth Management Group, Inc | 2,942 | $216.1K | 0.13% | −58−1.9% | Reduced |
| Trust Investment Advisors | 2,894 | $212.6K | 0.13% | +2,894 | New |
| Eagle Bay Advisors LLC | 2,892 | $212.5K | 0.18% | −138−4.6% | Reduced |
| Spears Abacus Advisors LLC | 2,890 | $212.3K | 0.00% | +13+0.5% | Added |
| Heritage Wealth Advisors | 2,863 | $210.3K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,863 | $210.3K | 0.06% | +2,863 | New |
| ICONIQ Capital, LLC | 2,840 | $208.7K | 0.00% | −281−9.0% | Reduced |
| Ami Investment Management Inc | 2,813 | $206.7K | 0.05% | −245−8.0% | Reduced |
| Barr E S & Co | 2,812 | $206.6K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,807 | $206.2K | 0.01% | −275−8.9% | Reduced |
| AIMZ Investment Advisors, LLC | 2,800 | $205.7K | 0.07% | −575−17.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,797 | $205.5K | 0.05% | −80−2.8% | Reduced |
| Tiaa Trust, National Association | 2,782 | $204.4K | 0.00% | +2,782 | New |
| denkapparat Operations GmbH | 2,776 | $204.0K | 0.16% | +2,776 | New |
| Syon Capital LLC | 2,772 | $203.7K | 0.01% | +2,772 | New |
| Monument Capital Management | 2,769 | $203.4K | 0.05% | +2,769 | New |
| Lake Street Financial LLC | 2,737 | $201.1K | 0.03% | +2,737 | New |
| Brendel Financial Advisors LLC | 2,737 | $201.0K | 0.11% | +2,737 | New |
| Prospera Financial Services Inc | 2,733 | $200.8K | 0.00% | +2,733 | New |
| New Age Alpha Advisors, LLC | 2,655 | $195.1K | 0.01% | +2,655 | New |
| Cary Street Partner Investment Advisory LLC | 2,606 | $191.5K | 0.09% | −311−10.7% | Reduced |
| AdvisorNet Financial, Inc | 2,539 | $186.5K | 0.01% | −793−23.8% | Reduced |
| Sierra Ocean, LLC | 2,530 | $185.9K | 0.13% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,467 | $181.3K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,441 | $177.8K | 0.00% | +1,269+108.3% | Added |
| Geneos Wealth Management Inc. | 2,413 | $177.3K | 0.00% | +21+0.9% | Added |
| Employees Retirement System of Texas | 2,400 | $176.0K | 0.00% | +2,400 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $161.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,178 | $157.5K | 0.01% | −2,941−57.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,042 | $150.0K | 0.01% | −97−4.5% | Reduced |
| Huntington National Bank | 2,030 | $149.1K | 0.00% | +296+17.1% | Added |
| Stephenson National Bank & Trust | 1,968 | $144.6K | 0.05% | +1,968 | New |
| JFS Wealth Advisors, LLC | 1,928 | $141.7K | 0.01% | +13+0.7% | Added |
| Acadian Asset Management LLC | 1,905 | $139.0K | 0.00% | −7,601−80.0% | Reduced |
| Versant Capital Management, Inc | 1,847 | $135.7K | 0.02% | +193+11.7% | Added |
| Federated Hermes, Inc. | 1,709 | $125.6K | 0.00% | −31−1.8% | Reduced |
| St. Johns Investment Management Company, LLC | 1,687 | $123.9K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,621 | $119.0K | 0.00% | −5,655−77.7% | Reduced |
| Spire Wealth Management | 2,001 | $118.3K | 0.00% | −3,046−60.4% | Reduced |
| Eastern Bank | 1,564 | $114.9K | 0.00% | −62−3.8% | Reduced |
| Anchor Investment Management, LLC | 1,545 | $113.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,485 | $110.0K | 0.06% | −150−9.2% | Reduced |
| First Pacific Financial | 1,496 | $109.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,467 | $107.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,450 | $106.5K | 0.00% | −857−37.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,431 | $105.1K | 0.00% | −5,499−79.4% | Reduced |
| FWL Investment Management, LLC | 1,375 | $101.0K | 0.03% | −100−6.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,350 | $99.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,346 | $98.9K | 0.01% | +242+21.9% | Added |
| Leonteq Securities AG | 1,305 | $95.9K | 0.01% | −416−24.2% | Reduced |
| Cheviot Value Management, LLC | 1,350 | $95.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,288 | $94.6K | 0.03% | +2+0.2% | Added |
| Skopos Labs, Inc. | 1,273 | $93.5K | 0.01% | +260+25.7% | Added |
| Westpac Banking Corp | 1,257 | $92.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,250 | $91.8K | 0.00% | +113+9.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,223 | $89.9K | 0.00% | +52+4.4% | Added |
| Pandora Wealth, Inc. | 1,167 | $85.7K | 0.05% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,125 | $82.7K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,120 | $82.0K | 0.01% | +855+322.6% | Added |
| Evermay Wealth Management LLC | 1,110 | $81.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,107 | $81.3K | 0.00% | +1,107 | New |
| Capital Advisors, Ltd. LLC | 1,061 | $78.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,012 | $74.4K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,012 | $74.4K | 0.07% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 994 | $73.0K | 0.00% | +626+170.1% | Added |
| MAI Capital Management | 987 | $72.5K | 0.00% | +140+16.5% | Added |
| Manchester Capital Management LLC | 934 | $68.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 909 | $66.8K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 900 | $66.1K | 0.04% | −778−46.4% | Reduced |
| Cromwell Holdings LLC | 899 | $66.0K | 0.04% | +24+2.7% | Added |
| MUFG Securities EMEA plc | 885 | $65.0K | 0.00% | +885 | New |
| First Horizon Advisors, Inc. | 878 | $64.6K | 0.00% | +383+77.4% | Added |
| Sarver Vrooman Wealth Advisors | 864 | $63.5K | 0.04% | −404−31.9% | Reduced |
| Sentry Investment Management LLC | 879 | $62.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 829 | $60.9K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 777 | $57.0K | 0.04% | +777 | New |
| WPG Advisers, LLC | 760 | $55.8K | 0.05% | −224−22.8% | Reduced |
| PFS Partners, LLC | 733 | $53.8K | 0.03% | +6+0.8% | Added |
| Parkside Financial Bank & Trust | 724 | $53.2K | 0.01% | +97+15.5% | Added |
| Total Investment Management Inc | 708 | $52.0K | 0.01% | +708 | New |
| Hoese & Co LLP | 675 | $49.6K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 666 | $48.9K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 662 | $48.6K | 0.02% | −1,500−69.4% | Reduced |
| Trust Co | 657 | $48.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 657 | $48.0K | 0.01% | +21+3.3% | Added |
| Raleigh Capital Management Inc. | 646 | $47.5K | 0.02% | −83−11.4% | Reduced |