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, Q3 2025
Institutional positions in Berkley W R Corp as of Sep 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
- 934
- +24 vs. Q2 2025
- Shares held
- 245.5M
- −3.62M (−1.5%) vs. Q2 2025
- Total value
- $18.7B
- +$453.2M (+2.5%) vs. Q2 2025
- New holders
- 102
- 312 more added
- Sold out
- 78
- 360 more reduced
13 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 217 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 220 | $16.9K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 223 | $17.0K | 0.00% | +223 | New |
| Larson Financial Group LLC | 225 | $17.2K | 0.00% | −215−48.9% | Reduced |
| Princeton Global Asset Management LLC | 225 | $17.2K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 234 | $17.9K | 0.01% | +192+457.1% | Added |
| Financial Consulate, Inc | 241 | $18.5K | 0.00% | +241 | New |
| Private Wealth Management Group, LLC | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 308 | $23.6K | 0.01% | −71−18.7% | Reduced |
| Asset Dedication, LLC | 311 | $23.8K | 0.00% | +112+56.3% | Added |
| CoreCap Advisors, LLC | 324 | $24.8K | 0.00% | −670−67.4% | Reduced |
| C M Bidwell & Associates Ltd | 325 | $24.9K | 0.01% | −2,752−89.4% | Reduced |
| Frazier Financial Advisors, LLC | 337 | $25.8K | 0.02% | 00.0% | Unchanged |
| Compass Financial Services Inc | 337 | $25.9K | 0.01% | +337 | New |
| Prestige Wealth Management Group LLC | 341 | $26.1K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 364 | $27.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 364 | $27.9K | 0.00% | +51+16.3% | Added |
| Pittenger & Anderson Inc | 375 | $28.7K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 421 | $32.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 430 | $32.9K | 0.00% | +26+6.4% | Added |
| Catalyst Capital Advisors LLC | 434 | $33.3K | 0.00% | +434 | New |
| CVA Family Office, LLC | 459 | $35.2K | 0.00% | −18−3.8% | Reduced |
| Armstrong Advisory Group, Inc | 462 | $35.4K | 0.00% | −38−7.6% | Reduced |
| N.E.W. Advisory Services LLC | 501 | $38.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 517 | $39.6K | 0.01% | +316+157.2% | Added |
| Westside Investment Management, Inc. | 528 | $39.8K | 0.01% | +264+100.0% | Added |
| Bryn Mawr Trust Co | 521 | $39.9K | 0.00% | −929−64.1% | Reduced |
| UMA Financial Services, Inc. | 523 | $40.1K | 0.01% | +150+40.2% | Added |
| Strategic Wealth Partners, Ltd. | 525 | $40.2K | 0.00% | +525 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $46.0K | 0.01% | +230+62.2% | Added |
| Loomis Sayles & Co L P | 610 | $46.7K | 0.00% | −19,671−97.0% | Reduced |
| Raleigh Capital Management Inc. | 613 | $46.9K | 0.02% | −33−5.1% | Reduced |
| Coastline Trust Co | 622 | $47.7K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 657 | $50.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 657 | $50.3K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 662 | $50.7K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 672 | $51.5K | 0.01% | +6+0.9% | Added |
| MAI Capital Management | 676 | $51.8K | 0.00% | −311−31.5% | Reduced |
| Davis Capital Management | 682 | $52.3K | 0.04% | +682 | New |
| REAP Financial Group, LLC | 690 | $52.9K | 0.01% | +57+9.0% | Added |
| Parkside Financial Bank & Trust | 711 | $54.5K | 0.00% | −13−1.8% | Reduced |
| PFS Partners, LLC | 734 | $56.2K | 0.03% | +1+0.1% | Added |
| Johnson Financial Group, Inc. | 756 | $57.9K | 0.00% | +138+22.3% | Added |
| Sentry Investment Management LLC | 745 | $58.0K | 0.04% | −134−15.2% | Reduced |
| WPG Advisers, LLC | 760 | $58.2K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 761 | $58.3K | 0.12% | −5,615−88.1% | Reduced |
| TruNorth Capital Management, LLC | 771 | $59.1K | 0.01% | +771 | New |
| NBC Securities, Inc. | 776 | $59.5K | 0.00% | −344−30.7% | Reduced |
| Root Financial Partners, LLC | 780 | $59.8K | 0.00% | +780 | New |
| Onefund, LLC | 806 | $61.8K | 0.04% | +29+3.7% | Added |
| Massmutual Trust Co FSB | 819 | $62.8K | 0.00% | −90−9.9% | Reduced |
| Pinnacle Bancorp, Inc. | 829 | $63.5K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 834 | $63.9K | 0.00% | −273−24.7% | Reduced |
| Sarver Vrooman Wealth Advisors | 864 | $66.2K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 873 | $66.9K | 0.00% | −377−30.2% | Reduced |
| Hantz Financial Services, Inc. | 876 | $67.0K | 0.00% | +583+199.0% | Added |
| Cromwell Holdings LLC | 899 | $68.9K | 0.04% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 900 | $69.0K | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 972 | $74.5K | 0.00% | −6,775−87.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 990 | $75.9K | 0.02% | +990 | New |
| Duncker Streett & Co Inc | 1,012 | $77.5K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,012 | $77.5K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 1,056 | $81.0K | 0.04% | −429−28.9% | Reduced |
| Capital Advisors, Ltd. LLC | 1,061 | $81.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,110 | $85.0K | 0.01% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 1,167 | $89.4K | 0.05% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,204 | $92.3K | 0.06% | +1,013+530.4% | Added |
| Abich Financial Wealth Management LLC | 1,254 | $96.1K | 0.03% | +1,254 | New |
| Westpac Banking Corp | 1,257 | $96.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,273 | $97.5K | 0.03% | −15−1.2% | Reduced |
| Cheviot Value Management, LLC | 1,350 | $98.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,305 | $100.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,314 | $100.7K | 0.01% | +1,112+550.5% | Added |
| Harbor Investment Advisory, LLC | 1,350 | $103.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,364 | $104.5K | 0.01% | +1,364 | New |
| FWL Investment Management, LLC | 1,375 | $105.4K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,412 | $108.2K | 0.00% | +1,156+451.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,431 | $109.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,447 | $110.8K | 0.01% | +101+7.5% | Added |
| Federated Hermes, Inc. | 1,452 | $111.3K | 0.00% | −257−15.0% | Reduced |
| Bayforest Capital Ltd | 1,457 | $111.6K | 0.05% | −1,650−53.1% | Reduced |
| First Pacific Financial | 1,498 | $114.8K | 0.02% | +2+0.1% | Added |
| Avalon Trust Co | 1,518 | $116.3K | 0.01% | +1,518 | New |
| Anchor Investment Management, LLC | 1,545 | $118.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,551 | $119.2K | 0.00% | +328+26.8% | Added |
| Penserra Capital Management LLC | 1,645 | $125.0K | 0.00% | +24+1.5% | Added |
| Eastern Bank | 1,666 | $127.6K | 0.00% | +102+6.5% | Added |
| St. Johns Investment Management Company, LLC | 1,687 | $129.3K | 0.05% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,808 | $138.5K | 0.01% | −659−26.7% | Reduced |
| Acadian Asset Management LLC | 1,905 | $145.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,927 | $147.7K | 0.01% | −1−0.1% | Reduced |
| AdvisorNet Financial, Inc | 1,981 | $151.8K | 0.01% | −558−22.0% | Reduced |
| Versant Capital Management, Inc | 2,021 | $154.8K | 0.02% | +174+9.4% | Added |
| Stephenson National Bank & Trust | 2,151 | $164.8K | 0.05% | +183+9.3% | Added |
| Geneos Wealth Management Inc. | 2,183 | $167.2K | 0.00% | −230−9.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $168.2K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,233 | $171.1K | 0.04% | −907−28.9% | Reduced |
| Walleye Trading LLC | 2,238 | $171.5K | 0.00% | −1,438−39.1% | Reduced |
| Huntington National Bank | 2,374 | $181.9K | 0.00% | +344+16.9% | Added |
| Employees Retirement System of Texas | 2,400 | $184.0K | 0.00% | 00.0% | Unchanged |