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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 3,974 | $304.5K | 0.01% | +993+33.3% | Added |
| Parallel Advisors, LLC | 4,002 | $306.7K | 0.01% | +386+10.7% | Added |
| Syon Capital LLC | 4,012 | $307.4K | 0.02% | +1,240+44.7% | Added |
| Somerset Trust Co | 4,021 | $308.1K | 0.10% | −66−1.6% | Reduced |
| CWM Advisors, LLC | 4,044 | $309.9K | 0.03% | −11,501−74.0% | Reduced |
| Wexford Capital LP | 4,100 | $314.1K | 0.09% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 4,113 | $315.0K | 0.00% | −1,049−20.3% | Reduced |
| Profund Advisors LLC | 4,132 | $316.6K | 0.01% | +306+8.0% | Added |
| Significant Wealth Partners LLC | 4,157 | $318.5K | 0.16% | +603+17.0% | Added |
| Koshinski Asset Management, Inc. | 4,163 | $319.0K | 0.02% | +304+7.9% | Added |
| Hamilton Capital Partners Inc. | 4,171 | $319.6K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,216 | $323.1K | 0.00% | +391+10.2% | Added |
| Checchi Capital Advisers, LLC | 4,227 | $323.9K | 0.02% | −107−2.5% | Reduced |
| CX Institutional | 4,227 | $324.0K | 0.01% | −96−2.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,252 | $325.8K | 0.05% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,256 | $326.1K | 0.07% | +41+1.0% | Added |
| Graham Capital Wealth Management, LLC | 4,277 | $327.7K | 0.33% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 4,287 | $328.5K | 0.05% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,373 | $335.1K | 0.00% | +285+7.0% | Added |
| Heartland Bank & Trust Co | 4,435 | $339.8K | 0.14% | +39+0.9% | Added |
| Bank of Nova Scotia Trust Co | 4,437 | $340.0K | 0.03% | +4,437 | New |
| S-Bank Fund Management Ltd | 4,477 | $343.0K | 0.05% | −59−1.3% | Reduced |
| Cornerstone Wealth Management, LLC | 4,506 | $345.3K | 0.02% | 00.0% | Unchanged |
| Voleon Capital Management LP | 4,534 | $347.4K | 0.01% | +4,534 | New |
| Delta Investment Management, LLC | 4,557 | $349.2K | 0.06% | +4,557 | New |
| IFG Advisory, LLC | 4,590 | $351.7K | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 4,591 | $351.8K | 0.00% | −170−3.6% | Reduced |
| Oppenheimer & Co Inc | 4,644 | $355.8K | 0.00% | −141−2.9% | Reduced |
| Aureus Asset Management, LLC | 4,644 | $355.8K | 0.02% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 4,958 | $355.9K | 0.01% | +518+11.7% | Added |
| Ingalls & Snyder LLC | 4,683 | $359.0K | 0.01% | −28−0.6% | Reduced |
| Mission Wealth Management, LP | 4,733 | $362.7K | 0.01% | −7,679−61.9% | Reduced |
| Valeo Financial Advisors, LLC | 4,788 | $366.9K | 0.01% | +151+3.3% | Added |
| IFC Advisors LLC | 4,820 | $369.3K | 0.07% | −3,867−44.5% | Reduced |
| Aaron Wealth Advisors | 4,876 | $373.6K | 0.02% | +1,669+52.0% | Added |
| NDVR, Inc. | 4,889 | $374.6K | 0.31% | −93−1.9% | Reduced |
| Pallas Capital Advisors LLC | 4,894 | $375.0K | 0.01% | −1,391−22.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,912 | $376.4K | 0.01% | −6,485−56.9% | Reduced |
| Dynamic Advisor Solutions LLC | 4,938 | $378.3K | 0.01% | +908+22.5% | Added |
| Financial Security Advisor, Inc. | 4,969 | $380.7K | 0.08% | −207−4.0% | Reduced |
| Fisher Asset Management, LLC | 5,021 | $384.7K | 0.00% | +1,353+36.9% | Added |
| Ci Investments Inc. | 5,032 | $386.0K | 0.00% | +163+3.3% | Added |
| Signaturefd, LLC | 5,073 | $388.7K | 0.01% | −97−1.9% | Reduced |
| Compass Capital Corp | 5,135 | $389.4K | 0.17% | −306−5.6% | Reduced |
| Meeder Advisory Services, Inc. | 5,092 | $390.2K | 0.02% | +476+10.3% | Added |
| Atomi Financial Group, Inc. | 5,186 | $397.4K | 0.01% | +345+7.1% | Added |
| Horizon Advisory Services, Inc. | 5,197 | $398.2K | 0.20% | −89−1.7% | Reduced |
| Lincoln Capital LLC | 5,236 | $402.4K | 0.08% | 00.0% | Unchanged |
| Beacon Financial Group | 5,255 | $402.7K | 0.04% | +20.0% | Added |
| Fidelis Capital Partners, LLC | 5,321 | $407.7K | 0.03% | +391+7.9% | Added |
| AE Wealth Management LLC | 5,358 | $410.6K | 0.00% | −850−13.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 5,415 | $411.6K | 0.02% | 00.0% | Unchanged |
| Severin Investments, LLC | 5,377 | $411.9K | 0.37% | +24+0.4% | Added |
| Firethorn Wealth Partners, LLC | 5,405 | $414.1K | 0.16% | +20+0.4% | Added |
| Daymark Wealth Partners, LLC | 5,439 | $416.7K | 0.01% | +1,192+28.1% | Added |
| Cynosure Management, LLC | 5,460 | $418.3K | 0.05% | −9−0.2% | Reduced |
| Cadent Capital Advisors, LLC | 5,470 | $419.1K | 0.11% | −3,914−41.7% | Reduced |
| EverSource Wealth Advisors, LLC | 5,524 | $423.2K | 0.02% | −2,784−33.5% | Reduced |
| Citizens Financial Group Inc | 5,552 | $425.4K | 0.01% | +1,696+44.0% | Added |
| RSM US Wealth Management LLC | 5,593 | $428.5K | 0.01% | +96+1.7% | Added |
| Westerkirk Capital Inc. | 5,600 | $429.1K | 0.05% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 5,643 | $432.3K | 0.09% | −91−1.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,657 | $433.4K | 0.02% | −4,860−46.2% | Reduced |
| Atticus Wealth Management, LLC | 5,706 | $437.2K | 0.11% | +2,843+99.3% | Added |
| MUFG Securities EMEA plc | 5,735 | $439.4K | 0.01% | +4,850+548.0% | Added |
| Wealthspire Advisors, LLC | 5,747 | $440.3K | 0.00% | −705−10.9% | Reduced |
| Genesis Private Wealth, LLC | 5,819 | $445.9K | 0.19% | −99−1.7% | Reduced |
| Axxcess Wealth Management, LLC | 5,825 | $446.3K | 0.01% | −431−6.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,840 | $447.5K | 0.01% | +10.0% | Added |
| Keybank National Association | 5,852 | $448.4K | 0.00% | −619−9.6% | Reduced |
| Guggenheim Capital LLC | 5,854 | $448.5K | 0.00% | −688−10.5% | Reduced |
| Wealth Quarterback LLC | 5,869 | $449.7K | 0.17% | −302−4.9% | Reduced |
| Greenleaf Trust | 5,887 | $451.1K | 0.00% | +81+1.4% | Added |
| Romano Brothers and Company | 5,920 | $453.6K | 0.05% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,937 | $454.9K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,994 | $459.3K | 0.01% | +86+1.5% | Added |
| Marshall Wace, LLP | 6,045 | $463.2K | 0.00% | −172,700−96.6% | Reduced |
| Private Trust Co NA | 6,072 | $465.2K | 0.04% | −170−2.7% | Reduced |
| Jones Financial Companies LLLP | 6,192 | $470.5K | 0.00% | +470+8.2% | Added |
| Fifth Third Wealth Advisors LLC | 6,179 | $473.4K | 0.02% | −178−2.8% | Reduced |
| UBS Asset Management Americas Inc | 6,223 | $476.8K | 0.00% | −438,704−98.6% | Reduced |
| Pensionmark Financial Group, LLC | 6,267 | $480.2K | 0.01% | +783+14.3% | Added |
| Naples Global Advisors, LLC | 6,288 | $481.8K | 0.04% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 6,331 | $485.1K | 0.02% | 00.0% | Unchanged |
| Advisor OS, LLC | 6,334 | $485.3K | 0.04% | −1,324−17.3% | Reduced |
| Baron Wealth Management LLC | 6,404 | $490.7K | 0.16% | −185−2.8% | Reduced |
| Diligent Investors, LLC | 6,411 | $491.2K | 0.12% | −100−1.5% | Reduced |
| Crawford Investment Counsel Inc | 6,500 | $498.0K | 0.01% | −250−3.7% | Reduced |
| Thrive Wealth Management, LLC | 6,597 | $505.5K | 0.08% | +206+3.2% | Added |
| Global Assets Advisory, LLC | 6,633 | $508.2K | 0.15% | +380+6.1% | Added |
| Carnegie Capital Asset Management, LLC | 6,670 | $511.1K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 6,711 | $514.2K | 0.04% | +6,251+1,358.9% | Added |
| Snowden Capital Advisors LLC | 6,749 | $517.1K | 0.01% | −493−6.8% | Reduced |
| Investment Partners Asset Management, Inc. | 6,750 | $517.2K | 0.34% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,797 | $520.8K | 0.02% | +617+10.0% | Added |
| Greenwood Capital Associates LLC | 6,805 | $521.4K | 0.06% | −578−7.8% | Reduced |
| Maridea Wealth Management LLC | 7,180 | $527.6K | 0.08% | +141+2.0% | Added |
| Capstone Investment Advisors, LLC | 6,895 | $528.3K | 0.00% | +6,895 | New |
| Clear Harbor Asset Management, LLC | 6,904 | $529.0K | 0.04% | +15+0.2% | Added |
| Mather Group, LLC. | 6,929 | $530.9K | 0.01% | +1,009+17.0% | Added |