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 |
|---|---|---|---|---|---|
| STRS Ohio | 6,939 | $531.7K | 0.00% | −39,271−85.0% | Reduced |
| Level Four Advisory Services, LLC | 7,012 | $537.3K | 0.02% | −105−1.5% | Reduced |
| Wealth Advisors of Iowa, LLC | 7,020 | $537.9K | 0.18% | +138+2.0% | Added |
| Forum Financial Management, LP | 7,122 | $545.7K | 0.01% | +10.0% | Added |
| Carmel Capital Partners, LLC | 7,234 | $554.3K | 0.23% | −1,703−19.1% | Reduced |
| Glenmede Investment Management, LP | 7,256 | $556.0K | 0.00% | +510+7.6% | Added |
| Manchester Financial Inc | 7,316 | $560.6K | 0.11% | −4,310−37.1% | Reduced |
| Adviser Investments LLC | 7,376 | $565.2K | 0.01% | +116+1.6% | Added |
| Advisors Capital Management, LLC | 7,393 | $566.5K | 0.01% | +7,393 | New |
| Tufton Capital Management | 7,425 | $568.0K | 0.10% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,472 | $572.5K | 0.00% | −17,157−69.7% | Reduced |
| WSFS Capital Management, LLC | 7,485 | $573.5K | 0.03% | −4,671−38.4% | Reduced |
| Sagespring Wealth Partners, LLC | 7,505 | $575.0K | 0.01% | −206−2.7% | Reduced |
| Aurelius Family Office LLC | 7,519 | $576.1K | 0.26% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 7,590 | $581.5K | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,636 | $585.1K | 0.04% | −354−4.4% | Reduced |
| Pitcairn Co | 7,653 | $586.4K | 0.05% | −7,903−50.8% | Reduced |
| IHT Wealth Management, LLC | 7,659 | $586.8K | 0.01% | −81−1.0% | Reduced |
| Fiduciary Alliance LLC | 7,751 | $593.9K | 0.04% | −407−5.0% | Reduced |
| Brown Brothers Harriman & Co | 7,810 | $598.4K | 0.00% | −93−1.2% | Reduced |
| Brown Advisory Inc | 7,918 | $606.7K | 0.00% | −20.0% | Reduced |
| Principal Securities, Inc. | 7,973 | $610.9K | 0.01% | −410−4.9% | Reduced |
| Squarepoint Ops LLC | 7,992 | $612.3K | 0.00% | −67−0.8% | Reduced |
| DORVAL Corp | 8,045 | $616.4K | 0.20% | +10+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,068 | $618.2K | 0.02% | −21−0.3% | Reduced |
| MUFG Securities Americas Inc. | 8,080 | $619.1K | 0.04% | +1,438+21.7% | Added |
| CAPROCK Group, Inc. | 8,650 | $620.1K | 0.02% | +8,650 | New |
| Trustmark National Bank Trust Department | 8,101 | $620.7K | 0.04% | +852+11.8% | Added |
| YHB Investment Advisors, Inc. | 8,261 | $633.0K | 0.05% | −75−0.9% | Reduced |
| Baird Financial Group, Inc. | 8,287 | $635.0K | 0.00% | +422+5.4% | Added |
| Wealth Alliance | 8,319 | $637.4K | 0.07% | −65−0.8% | Reduced |
| Ritholtz Wealth Management | 8,331 | $638.3K | 0.01% | −60−0.7% | Reduced |
| Transatlantique Private Wealth LLC | 8,400 | $643.6K | 0.21% | −218−2.5% | Reduced |
| Equitable Holdings, Inc. | 8,450 | $647.4K | 0.00% | +1,190+16.4% | Added |
| Eagle Harbor Asset Management Inc | 8,468 | $648.8K | 0.57% | −763−8.3% | Reduced |
| Vestcor Inc | 8,467 | $649.0K | 0.02% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 8,479 | $649.7K | 0.03% | +3,429+67.9% | Added |
| Arbor Investment Advisors, LLC | 8,488 | $650.4K | 0.08% | +8,488 | New |
| Fifth Third Bancorp | 8,494 | $650.8K | 0.00% | −12−0.1% | Reduced |
| Two Sigma Advisers, LP | 8,525 | $653.2K | 0.00% | +1,200+16.4% | Added |
| iA Global Asset Management Inc. | 8,717 | $668.0K | 0.01% | +1,355+18.4% | Added |
| Silver Oak Securities, Inc | 8,753 | $670.6K | 0.05% | −639−6.8% | Reduced |
| Siemens Fonds Invest GmbH | 8,892 | $681.3K | 0.04% | −10−0.1% | Reduced |
| Empirical Asset Management, LLC | 8,905 | $682.3K | 0.19% | −2,635−22.8% | Reduced |
| HBK Sorce Advisory LLC | 9,018 | $688.9K | 0.02% | −2,579−22.2% | Reduced |
| Wedmont Private Capital | 8,863 | $689.3K | 0.03% | −989−10.0% | Reduced |
| Tectonic Advisors LLC | 8,996 | $689.3K | 0.04% | +71+0.8% | Added |
| ASR Vermogensbeheer N.V. | 9,015 | $690.7K | 0.01% | −87−1.0% | Reduced |
| Rydar Equities, Inc. | 9,190 | $693.0K | 0.56% | +1,395+17.9% | Added |
| Natixis | 9,183 | $703.6K | 0.00% | −1,191−11.5% | Reduced |
| Heritage Family Offices, LLP | 9,188 | $704.0K | 0.33% | −1,030−10.1% | Reduced |
| Fort Washington Investment Advisors Inc | 9,264 | $709.8K | 0.00% | +826+9.8% | Added |
| Bradley Foster & Sargent Inc | 9,335 | $715.3K | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 9,380 | $716.9K | 0.06% | +60+0.6% | Added |
| GWM Advisors LLC | 9,416 | $721.5K | 0.00% | −409−4.2% | Reduced |
| King Luther Capital Management Corp | 9,426 | $722.2K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 9,493 | $727.4K | 0.02% | +3,940+71.0% | Added |
| Blair William & Co | 9,495 | $727.5K | 0.00% | +86+0.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,551 | $731.8K | 0.01% | −9−0.1% | Reduced |
| Tudor Investment Corp Et Al | 9,583 | $734.2K | 0.00% | +9,583 | New |
| Trueblood Wealth Management, LLC | 9,633 | $738.1K | 0.29% | +2,105+28.0% | Added |
| Commerce Bank | 9,665 | $740.5K | 0.00% | −630−6.1% | Reduced |
| Fountainhead AM, LLC | 9,866 | $756.0K | 0.10% | +9,866 | New |
| United Capital Financial Advisers, LLC | 9,878 | $756.8K | 0.01% | +2,767+38.9% | Added |
| Williams Jones Wealth Management, LLC. | 9,950 | $762.4K | 0.01% | −100−1.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,960 | $763.1K | 0.05% | −1,506−13.1% | Reduced |
| Keb Asset Management, LLC | 9,974 | $764.2K | 0.17% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 10,123 | $775.7K | 0.06% | −34−0.3% | Reduced |
| Gifford Fong Associates | 10,125 | $776.0K | 0.16% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 10,239 | $784.5K | 0.11% | +277+2.8% | Added |
| Advisory Alpha, LLC | 10,307 | $785.2K | 0.02% | +5,024+95.1% | Added |
| Cobblestone Capital Advisors LLC | 10,320 | $790.7K | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,380 | $795.3K | 0.01% | +52+0.5% | Added |
| Empirical Finance, LLC | 10,538 | $807.4K | 0.04% | +104+1.0% | Added |
| Farther Finance Advisors, LLC | 10,544 | $807.9K | 0.01% | +1,626+18.2% | Added |
| Murphy Pohlad Asset Management LLC | 10,562 | $809.3K | 0.32% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 10,729 | $822.1K | 0.03% | −48,906−82.0% | Reduced |
| Empower Advisory Group, LLC | 10,758 | $824.3K | 0.00% | +20+0.2% | Added |
| Everpar Advisors LLC | 10,804 | $827.8K | 0.33% | −140−1.3% | Reduced |
| Buckingham Strategic Partners | 10,911 | $835.6K | 0.01% | −8,658−44.2% | Reduced |
| Vise Technologies, Inc. | 10,970 | $840.5K | 0.03% | +468+4.5% | Added |
| Umb Bank N A | 11,006 | $843.3K | 0.01% | −1,334−10.8% | Reduced |
| Omers Administration Corp | 11,049 | $846.6K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 11,134 | $853.1K | 0.13% | +2,632+31.0% | Added |
| Allstate Corp | 11,225 | $860.1K | 0.02% | +11,225 | New |
| NCM Capital Management, LLC | 11,259 | $862.7K | 0.33% | 00.0% | Unchanged |
| Net Worth Advisory Group | 11,300 | $865.8K | 0.25% | −1,926−14.6% | Reduced |
| HB Wealth Management, LLC | 11,555 | $885.4K | 0.01% | −83−0.7% | Reduced |
| Ambassador Advisors, LLC | 11,622 | $890.5K | 0.13% | −171−1.5% | Reduced |
| Cumberland Partners Ltd | 11,765 | $901.4K | 0.06% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 11,862 | $908.9K | 0.00% | −93−0.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 11,929 | $914.0K | 0.01% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 12,085 | $926.0K | 0.42% | +3,915+47.9% | Added |
| GAMMA Investing LLC | 12,173 | $932.7K | 0.05% | +954+8.5% | Added |
| Ashton Thomas Private Wealth, LLC | 12,233 | $937.3K | 0.02% | +6,166+101.6% | Added |
| Strategy Asset Managers LLC | 12,362 | $947.1K | 0.17% | +7,041+132.3% | Added |
| Swedbank AB | 12,376 | $948.2K | 0.00% | 00.0% | Unchanged |
| LVW Advisors, LLC | 12,384 | $948.9K | 0.10% | −1,876−13.2% | Reduced |
| Mount Lucas Management LP | 12,396 | $949.8K | 0.43% | −349−2.7% | Reduced |
| Cushing Capital Partners, LLC | 12,408 | $950.7K | 0.74% | +12,408 | New |