Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesWRB.PEWRB.PFWRB.PGWRB.PH

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.

Institutional holdersQ3 2025: 934 institutions
Q1 2021: 507 institutionsQ2 2021: 526 institutionsQ3 2021: 513 institutionsQ4 2021: 575 institutionsQ1 2022: 617 institutionsQ2 2022: 665 institutionsQ3 2022: 667 institutionsQ4 2022: 716 institutionsQ1 2023: 693 institutionsQ2 2023: 660 institutionsQ3 2023: 667 institutionsQ4 2023: 728 institutionsQ1 2024: 772 institutionsQ2 2024: 758 institutionsQ3 2024: 800 institutionsQ4 2024: 876 institutionsQ1 2025: 915 institutionsQ2 2025: 923 institutionsQ3 2025: 934 institutionsQ4 2025: 952 institutionsQ1 2026: 926 institutionsQ2 2026: 954 institutions
Value heldQ3 2025: $18.7B
Q1 2021: $9.36BQ2 2021: $9.17BQ3 2021: $9.04BQ4 2021: $10.1BQ1 2022: $12.1BQ2 2022: $12.6BQ3 2022: $11.9BQ4 2022: $13.2BQ1 2023: $11.2BQ2 2023: $10.3BQ3 2023: $11.0BQ4 2023: $12.6BQ1 2024: $15.9BQ2 2024: $13.8BQ3 2024: $14.8BQ4 2024: $15.3BQ1 2025: $18.7BQ2 2025: $18.7BQ3 2025: $18.7BQ4 2025: $19.9BQ1 2026: $18.5BQ2 2026: $19.7B
Institutions holding WRB and their total value by quarter
QuarterHoldersValue
Q2 2026954$19.7B
Q1 2026926$18.5B
Q4 2025952$19.9B
Q3 2025934$18.7B
Q2 2025923$18.7B
Q1 2025915$18.7B
Q4 2024876$15.3B
Q3 2024800$14.8B
Q2 2024758$13.8B
Q1 2024772$15.9B
Q4 2023728$12.6B
Q3 2023667$11.0B
Q2 2023660$10.3B
Q1 2023693$11.2B
Q4 2022716$13.2B
Q3 2022667$11.9B
Q2 2022665$12.6B
Q1 2022617$12.1B
Q4 2021575$10.1B
Q3 2021513$9.04B
Q2 2021526$9.17B
Q1 2021507$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.

Institutions holding WRB in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
TD Waterhouse Canada Inc.2,545$191.9K0.00%+104+4.3%Added
Transamerica Financial Advisors, Inc.2,546$195.0K0.02%+504+24.7%Added
New Age Alpha Advisors, LLC2,549$195.3K0.01%−106−4.0%Reduced
Plan A Wealth LLC2,612$200.1K0.10%−397−13.2%Reduced
Ami Investment Management Inc2,614$200.3K0.05%−199−7.1%Reduced
Fielder Capital Group LLC2,614$200.3K0.05%+2,614New
Trust Point Inc.2,653$203.3K0.02%+2,653New
Western Wealth Management, LLC2,654$203.3K0.01%+2,654New
Tiaa Trust, National Association2,663$204.0K0.00%−119−4.3%Reduced
Angeles Wealth Management, LLC2,666$204.3K0.01%+2,666New
Cary Street Partner Investment Advisory LLC2,668$204.4K0.09%+62+2.4%Added
Portside Wealth Group, LLC2,692$206.3K0.03%−1,976−42.3%Reduced
Rehmann Capital Advisory Group2,702$207.0K0.01%−105−3.7%Reduced
Simplicity Wealth,LLC2,704$207.2K0.01%+2,704New
Lake Street Financial LLC2,737$209.7K0.03%00.0%Unchanged
Advyzon Investment Management, LLC2,738$209.8K0.04%+2,738New
Eagle Bay Advisors LLC2,739$209.9K0.16%−153−5.3%Reduced
Rede Wealth, LLC2,739$209.9K0.16%+2,739New
D. E. Shaw & Co., Inc.2,764$211.8K0.00%−397−12.6%Reduced
Inscription Capital, LLC2,766$211.9K0.02%+2,766New
Essex Financial Services, Inc.2,768$212.1K0.01%+2,768New
Monument Capital Management2,769$212.2K0.05%00.0%Unchanged
Teza Capital Management LLC2,769$212.2K1.15%+2,769New
Clarius Group, LLC2,790$213.8K0.01%−811−22.5%Reduced
Ronald Blue Trust, Inc.2,795$214.1K0.00%−292−9.5%Reduced
Ipswich Investment Management Co., Inc.2,797$214.3K0.05%00.0%Unchanged
AIMZ Investment Advisors, LLC2,800$214.5K0.07%00.0%Unchanged
Barr E S & Co2,812$215.5K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC2,820$216.1K0.04%+2,741+3,469.6%Added
Groupama Asset Managment2,845$218.0K0.00%+2,845New
Cigna Investments Inc2,847$218.0K0.03%−272−8.7%Reduced
Advisors Asset Management, Inc.2,857$218.9K0.00%−1,712−37.5%Reduced
Heritage Wealth Advisors2,863$219.4K0.01%00.0%Unchanged
Journey Strategic Wealth LLC2,873$220.1K0.01%+2,873New
Exit Wealth Advisors, LLC.2,876$220.4K0.15%+2,876New
National Asset Management, Inc.2,889$221.4K0.01%−1,609−35.8%Reduced
Spears Abacus Advisors LLC2,904$222.5K0.00%+14+0.5%Added
Evergreen Capital Management LLC2,937$225.0K0.01%−289−9.0%Reduced
Fiduciary Trust Co2,962$227.0K0.00%−31−1.0%Reduced
Woodmont Investment Counsel LLC2,970$227.6K0.02%+26+0.9%Added
Barnes Wealth Management Group, Inc2,975$227.9K0.13%+33+1.1%Added
Concurrent Investment Advisors, LLC2,994$229.4K0.00%−602−16.7%Reduced
Summit Financial, LLC3,029$232.0K0.00%−106−3.4%Reduced
Perbak Capital Partners LLP3,043$233.2K0.04%+3,043New
Simplex Trading, LLC3,060$234.0K0.01%+3,060New
Tradewinds, LLC.3,062$234.6K0.06%+3,062New
Advisors Preferred, LLC3,114$234.8K0.03%+3,114New
Kingsview Wealth Management, LLC3,068$235.1K0.00%+3,068New
1st Source Bank3,075$235.6K0.01%00.0%Unchanged
Spire Wealth Management3,076$235.7K0.01%+1,075+53.7%Added
Accurate Wealth Management, LLC3,016$236.6K0.03%+3,016New
Lantz Financial LLC3,091$236.8K0.05%+6+0.2%Added
FineMark National Bank & Trust3,098$237.4K0.01%−734−19.2%Reduced
Blue Rock Wealth Management LLC3,159$242.0K0.15%00.0%Unchanged
Arkadios Wealth Advisors3,163$242.3K0.01%+3,163New
Chicago Partners Investment Group LLC3,350$243.2K0.01%+3,350New
Alpha Family Trust3,195$244.8K0.11%00.0%Unchanged
Indie Asset Partners, LLC3,273$250.8K0.33%00.0%Unchanged
Gilbert & Cook, Inc.3,283$251.5K0.03%+86+2.7%Added
Hamilton Wealth, LLC3,290$252.1K0.05%00.0%Unchanged
Smartleaf Asset Management LLC3,325$252.8K0.02%+1,147+52.7%Added
Arthur M. Cohen & Associates, LLC3,300$252.8K0.04%00.0%Unchanged
Somerville Kurt F3,310$253.6K0.04%00.0%Unchanged
Sowell Financial Services LLC3,317$254.1K0.01%−529−13.8%Reduced
Allworth Financial LP3,328$255.0K0.00%+153+4.8%Added
GTS Securities LLC3,337$255.7K0.01%+3,337New
Jackson Hole Capital Partners, LLC3,370$258.2K0.04%00.0%Unchanged
Foundations Investment Advisors, LLC3,373$258.4K0.00%−1,543−31.4%Reduced
PUREfi Wealth, LLC3,382$259.1K0.20%+126+3.9%Added
ABLE Financial Group, LLC3,391$259.8K0.06%−408−10.7%Reduced
Crumly & Associates Inc.3,427$262.6K0.06%+3,427New
NorthRock Partners, LLC3,434$263.1K0.00%−1,624−32.1%Reduced
Fundamentun, LLC3,459$265.1K0.01%+45+1.3%Added
First Nebraska Trust Co3,465$265.5K0.02%00.0%Unchanged
Trust Asset Management LLC3,478$266.5K0.02%00.0%Unchanged
Whittier Trust Co3,499$268.9K0.00%00.0%Unchanged
Avestar Capital, LLC3,546$271.7K0.02%−167−4.5%Reduced
Haverford Trust Co3,564$273.1K0.00%+3,564New
Archer Investment Corp3,566$273.2K0.06%00.0%Unchanged
IFP Advisors, Inc3,578$274.1K0.01%−226−5.9%Reduced
Harbour Investments, Inc.3,605$276.2K0.01%−2,692−42.8%Reduced
Abn Amro Investment Solutions3,605$276.2K0.01%+3,605New
Global Wealth Management Investment Advisory, Inc.3,630$278.1K0.05%+130+3.7%Added
Huntleigh Advisors, Inc.3,643$279.1K0.05%−465−11.3%Reduced
Fayez Sarofim & Co3,649$279.6K0.00%+349+10.6%Added
Requisite Capital Management, LLC3,655$280.0K0.05%+3,655New
Chilton Capital Management LLC3,667$281.0K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.3,700$283.5K0.12%00.0%Unchanged
Smith Shellnut Wilson LLC3,709$284.2K0.11%00.0%Unchanged
Cornerstone Financial Group, LLC3,727$285.6K0.22%00.0%Unchanged
Hancock Whitney Corp3,743$286.8K0.01%−585−13.5%Reduced
Woodward Diversified Capital, LLC3,770$288.9K0.13%−1,228−24.6%Reduced
BIP Wealth, LLC3,810$291.9K0.01%+35+0.9%Added
Warren Averett Asset Management, LLC3,822$292.8K0.00%−376−9.0%Reduced
Spirepoint Private Client, LLC3,833$293.7K0.03%+3,833New
Apella Capital, LLC4,020$296.0K0.01%+4,020New
Crestwood Advisors Group LLC3,881$297.4K0.01%+160+4.3%Added
Nilsine Partners, LLC3,909$299.5K0.03%+15+0.4%Added
HighPoint Advisor Group LLC3,916$300.0K0.01%−782−16.6%Reduced
Moneta Group Investment Advisors LLC3,972$304.3K0.00%−127−3.1%Reduced