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 |
|---|---|---|---|---|---|
| Pullen Investment Management, LLC | 22,031 | $1.69M | 0.91% | +49+0.2% | Added |
| D.A. Davidson & Co. | 22,440 | $1.72M | 0.01% | −1,025−4.4% | Reduced |
| Stonegate Management LLC | 23,000 | $1.76M | 1.17% | +23,000 | New |
| Avanza Fonder AB | 23,307 | $1.79M | 0.05% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 23,516 | $1.80M | 0.04% | −1,192−4.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,600 | $1.81M | 0.01% | 00.0% | Unchanged |
| Elgethun Capital Management | 24,067 | $1.82M | 0.33% | +10.0% | Added |
| Crossmark Global Holdings, Inc. | 23,867 | $1.83M | 0.03% | +98+0.4% | Added |
| Wealthfront Advisers LLC | 23,935 | $1.83M | 0.00% | +2,418+11.2% | Added |
| SG Americas Securities, LLC | 24,013 | $1.84M | 0.01% | −19,459−44.8% | Reduced |
| Personal Cfo Solutions, LLC | 24,067 | $1.84M | 0.32% | −26−0.1% | Reduced |
| Pacer Advisors, Inc. | 24,125 | $1.85M | 0.00% | −253−1.0% | Reduced |
| Parsons Capital Management Inc | 24,176 | $1.85M | 0.11% | −45−0.2% | Reduced |
| Grace & White Inc | 24,869 | $1.91M | 0.34% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 24,910 | $1.91M | 1.41% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,985 | $1.91M | 0.04% | +21,791+682.2% | Added |
| American Trust | 25,125 | $1.93M | 0.16% | −120.0% | Reduced |
| Elm3 Financial Group, LLC | 25,686 | $1.97M | 1.61% | −1,010−3.8% | Reduced |
| Beacon Pointe Advisors, LLC | 25,691 | $1.97M | 0.02% | +2,884+12.6% | Added |
| Newbridge Financial Services Group, Inc. | 26,123 | $2.00M | 0.30% | +4,041+18.3% | Added |
| Virtus Investment Advisers, Inc. | 26,947 | $2.06M | 0.59% | +7,288+37.1% | Added |
| Argent Trust Co | 27,255 | $2.09M | 0.07% | +5,517+25.4% | Added |
| Kovitz Investment Group Partners, LLC | 27,255 | $2.09M | 0.01% | +3,550+15.0% | Added |
| Tredje AP-fonden | 28,298 | $2.17M | 0.02% | −20,883−42.5% | Reduced |
| Tobam | 28,440 | $2.18M | 0.79% | −45,975−61.8% | Reduced |
| Two Sigma Investments, LP | 29,024 | $2.22M | 0.00% | +15,556+115.5% | Added |
| Nordea Investment Management AB | 29,418 | $2.25M | 0.00% | +2,225+8.2% | Added |
| Applied Capital LLC | 29,397 | $2.25M | 1.61% | 00.0% | Unchanged |
| Callan Family Office, LLC | 29,489 | $2.26M | 0.07% | −5,414−15.5% | Reduced |
| WBI Investments | 30,242 | $2.32M | 0.59% | −10,812−26.3% | Reduced |
| Achmea Investment Management B.V. | 30,417 | $2.33M | 0.03% | +2,871+10.4% | Added |
| We Are One Seven, LLC | 31,076 | $2.38M | 0.06% | +2,236+7.8% | Added |
| Brighton Jones LLC | 31,247 | $2.39M | 0.06% | −1,324−4.1% | Reduced |
| Leavell Investment Management, Inc. | 31,327 | $2.40M | 0.10% | 00.0% | Unchanged |
| Resources Management Corp | 31,497 | $2.41M | 0.31% | +863+2.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 31,520 | $2.42M | 0.02% | +18,022+133.5% | Added |
| Steward Partners Investment Advisory, LLC | 31,597 | $2.42M | 0.01% | −5,279−14.3% | Reduced |
| Coldstream Capital Management Inc | 31,697 | $2.43M | 0.03% | +23,982+310.8% | Added |
| Dean Capital Management | 32,157 | $2.46M | 0.96% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 32,255 | $2.47M | 0.01% | +4,826+17.6% | Added |
| CIBC World Markets Inc. | 32,264 | $2.47M | 0.01% | +964+3.1% | Added |
| Mutual of America Capital Management LLC | 32,481 | $2.49M | 0.03% | −1,889−5.5% | Reduced |
| Willow Creek Wealth Management Inc. | 33,010 | $2.53M | 0.21% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 33,418 | $2.56M | 0.00% | −3,238−8.8% | Reduced |
| OP Asset Management Ltd | 33,433 | $2.56M | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 34,200 | $2.62M | 0.03% | +8,310+32.1% | Added |
| Macquarie Group Ltd | 34,423 | $2.64M | 0.00% | −4,006−10.4% | Reduced |
| Alamar Capital Management, LLC | 34,599 | $2.65M | 1.40% | −17,981−34.2% | Reduced |
| Insight Inv LLC | 34,730 | $2.66M | 1.56% | +2,698+8.4% | Added |
| QRG Capital Management, Inc. | 35,193 | $2.70M | 0.03% | −139,463−79.9% | Reduced |
| SeaBridge Investment Advisors LLC | 35,402 | $2.71M | 0.44% | +2,902+8.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 35,446 | $2.72M | 0.02% | −109−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 35,984 | $2.76M | 0.00% | −416−1.1% | Reduced |
| TD Private Client Wealth LLC | 36,059 | $2.76M | 0.06% | −4,321−10.7% | Reduced |
| Agate Pass Investment Management, LLC | 36,526 | $2.80M | 1.06% | −150−0.4% | Reduced |
| Scotia Capital Inc. | 36,687 | $2.81M | 0.01% | +6,851+23.0% | Added |
| Horizon Investments, LLC | 37,069 | $2.84M | 0.04% | −2,504−6.3% | Reduced |
| Ostrum Asset Management | 37,123 | $2.84M | 0.13% | +6,666+21.9% | Added |
| Tealwood Asset Management Inc | 38,506 | $2.95M | 1.19% | −1,240−3.1% | Reduced |
| Hilltop Holdings Inc. | 38,718 | $2.97M | 0.16% | +38,718 | New |
| UniSuper Management Pty Ltd | 38,761 | $2.97M | 0.02% | +3,174+8.9% | Added |
| Nissay Asset Management Corp | 39,197 | $3.00M | 0.02% | +479+1.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 39,228 | $3.01M | 0.01% | +3,600+10.1% | Added |
| Greenline Partners, LLC | 39,448 | $3.02M | 0.37% | +125+0.3% | Added |
| Susquehanna International Group, LLP | 40,368 | $3.09M | 0.00% | −4,283−9.6% | Reduced |
| New York Life Investment Management LLC | 40,666 | $3.12M | 0.03% | −89−0.2% | Reduced |
| Elo Mutual Pension Insurance Co | 40,791 | $3.13M | 0.05% | +15,595+61.9% | Added |
| Belpointe Asset Management LLC | 41,247 | $3.16M | 0.12% | +20.0% | Added |
| CIBC Bancorp USA Inc. | 41,478 | $3.18M | 0.02% | +41,478 | New |
| CIBC Private Wealth Group, LLC | 41,757 | $3.20M | 0.01% | +865+2.1% | Added |
| Susquehanna Fundamental Investments, LLC | 41,801 | $3.20M | 0.13% | −50,884−54.9% | Reduced |
| JustInvest LLC | 41,543 | $3.22M | 0.03% | +2,087+5.3% | Added |
| Steel Peak Wealth Management LLC | 42,311 | $3.24M | 0.11% | +8,247+24.2% | Added |
| MML Investors Services, LLC | 43,031 | $3.30M | 0.01% | −4,805−10.0% | Reduced |
| Wellington Management Group LLP | 43,339 | $3.32M | 0.00% | −100,582−69.9% | Reduced |
| British Columbia Investment Management Corp | 43,618 | $3.34M | 0.02% | −4,123−8.6% | Reduced |
| Yousif Capital Management, LLC | 44,485 | $3.41M | 0.04% | +7,275+19.6% | Added |
| Ethic Inc. | 45,271 | $3.47M | 0.06% | −517−1.1% | Reduced |
| Agf Management Ltd | 45,631 | $3.50M | 0.02% | +4,685+11.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 45,919 | $3.52M | 2.02% | −175−0.4% | Reduced |
| USS Investment Management Ltd | 46,170 | $3.54M | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 46,192 | $3.54M | 0.11% | −1,649−3.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 46,766 | $3.58M | 0.25% | −41−0.1% | Reduced |
| CIBC Asset Management Inc | 46,876 | $3.59M | 0.01% | +93+0.2% | Added |
| Caldwell Trust Co | 47,276 | $3.62M | 0.34% | +4,115+9.5% | Added |
| Stance Capital LLC | 48,119 | $3.69M | 1.35% | +38,013+376.1% | Added |
| Utah Retirement Systems | 48,202 | $3.69M | 0.04% | −700−1.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 48,220 | $3.69M | 0.03% | +2,107+4.6% | Added |
| AXA Investment Managers S.A. | 48,321 | $3.70M | 0.01% | +48,321 | New |
| Xponance, Inc. | 48,707 | $3.73M | 0.03% | +3,135+6.9% | Added |
| Thrive Capital Management, LLC | 48,733 | $3.73M | 0.96% | +19,892+69.0% | Added |
| Quest Partners LLC | 49,105 | $3.76M | 0.25% | +49,105 | New |
| Elevate Capital Advisors, LLC | 49,424 | $3.79M | 2.64% | −959−1.9% | Reduced |
| Illumine Investment Management, LLC | 51,035 | $3.91M | 2.79% | −395−0.8% | Reduced |
| Griffin Asset Management, Inc. | 51,725 | $3.96M | 0.45% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 52,240 | $4.00M | 0.03% | +26,906+106.2% | Added |
| Robeco Institutional Asset Management B.V. | 52,604 | $4.03M | 0.01% | −14,282−21.4% | Reduced |
| Fairman Group, LLC | 53,087 | $4.07M | 3.28% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 53,097 | $4.07M | 1.60% | −56−0.1% | Reduced |
| Independent Advisor Alliance | 53,391 | $4.09M | 0.11% | −12,789−19.3% | Reduced |