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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 31,247 | $2.39M | 0.06% | −1,324−4.1% | Reduced |
| We Are One Seven, LLC | 31,076 | $2.38M | 0.06% | +2,236+7.8% | Added |
| Achmea Investment Management B.V. | 30,417 | $2.33M | 0.03% | +2,871+10.4% | Added |
| WBI Investments | 30,242 | $2.32M | 0.59% | −10,812−26.3% | Reduced |
| Callan Family Office, LLC | 29,489 | $2.26M | 0.07% | −5,414−15.5% | Reduced |
| Applied Capital LLC | 29,397 | $2.25M | 1.61% | 00.0% | Unchanged |
| Nordea Investment Management AB | 29,418 | $2.25M | 0.00% | +2,225+8.2% | Added |
| Two Sigma Investments, LP | 29,024 | $2.22M | 0.00% | +15,556+115.5% | Added |
| Tobam | 28,440 | $2.18M | 0.79% | −45,975−61.8% | Reduced |
| Tredje AP-fonden | 28,298 | $2.17M | 0.02% | −20,883−42.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 27,255 | $2.09M | 0.01% | +3,550+15.0% | Added |
| Argent Trust Co | 27,255 | $2.09M | 0.07% | +5,517+25.4% | Added |
| Virtus Investment Advisers, Inc. | 26,947 | $2.06M | 0.59% | +7,288+37.1% | Added |
| Newbridge Financial Services Group, Inc. | 26,123 | $2.00M | 0.30% | +4,041+18.3% | Added |
| Beacon Pointe Advisors, LLC | 25,691 | $1.97M | 0.02% | +2,884+12.6% | Added |
| Elm3 Financial Group, LLC | 25,686 | $1.97M | 1.61% | −1,010−3.8% | Reduced |
| American Trust | 25,125 | $1.93M | 0.16% | −120.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,985 | $1.91M | 0.04% | +21,791+682.2% | Added |
| Cypress Advisory Group LLC | 24,910 | $1.91M | 1.41% | 00.0% | Unchanged |
| Grace & White Inc | 24,869 | $1.91M | 0.34% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 24,176 | $1.85M | 0.11% | −45−0.2% | Reduced |
| Pacer Advisors, Inc. | 24,125 | $1.85M | 0.00% | −253−1.0% | Reduced |
| Personal Cfo Solutions, LLC | 24,067 | $1.84M | 0.32% | −26−0.1% | Reduced |
| SG Americas Securities, LLC | 24,013 | $1.84M | 0.01% | −19,459−44.8% | Reduced |
| Wealthfront Advisers LLC | 23,935 | $1.83M | 0.00% | +2,418+11.2% | Added |
| Crossmark Global Holdings, Inc. | 23,867 | $1.83M | 0.03% | +98+0.4% | Added |
| Elgethun Capital Management | 24,067 | $1.82M | 0.33% | +10.0% | Added |
| Teachers Retirement System of the State of Kentucky | 23,600 | $1.81M | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 23,516 | $1.80M | 0.04% | −1,192−4.8% | Reduced |
| Avanza Fonder AB | 23,307 | $1.79M | 0.05% | 00.0% | Unchanged |
| Stonegate Management LLC | 23,000 | $1.76M | 1.17% | +23,000 | New |
| D.A. Davidson & Co. | 22,440 | $1.72M | 0.01% | −1,025−4.4% | Reduced |
| Pullen Investment Management, LLC | 22,031 | $1.69M | 0.91% | +49+0.2% | Added |
| Prospera Financial Services Inc | 22,017 | $1.69M | 0.03% | +19,284+705.6% | Added |
| Empire Financial Management Company, LLC | 21,943 | $1.68M | 0.38% | +4,921+28.9% | Added |
| Diversify Wealth Management, LLC | 23,406 | $1.68M | 0.10% | +294+1.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 21,740 | $1.67M | 0.70% | +88+0.4% | Added |
| SRS Capital Advisors, Inc. | 21,713 | $1.66M | 0.02% | +14,987+222.8% | Added |
| Skba Capital Management LLC | 21,701 | $1.66M | 0.23% | +1,800+9.0% | Added |
| Millennium Management LLC | 21,628 | $1.66M | 0.00% | −40,206−65.0% | Reduced |
| Davenport & Co LLC | 21,603 | $1.66M | 0.01% | −1,312−5.7% | Reduced |
| Citizens National Bank Trust Department | 21,492 | $1.65M | 0.29% | −1,110−4.9% | Reduced |
| Granite Bay Wealth Management, LLC | 21,210 | $1.63M | 0.42% | +21,210 | New |
| Nicholson Wealth Management Group, LLC | 21,200 | $1.62M | 0.95% | +11,830+126.3% | Added |
| Old Point Trust & Financial Services N A | 20,821 | $1.60M | 0.52% | +1,273+6.5% | Added |
| Parr McKnight Wealth Management Group, LLC | 20,658 | $1.58M | 0.21% | +292+1.4% | Added |
| Sage Capital Advisors,llc | 20,475 | $1.57M | 0.37% | −222−1.1% | Reduced |
| Mizuho Securities USA LLC | 21,824 | $1.56M | 0.03% | +1,106+5.3% | Added |
| Investment Planning Advisors, Inc. | 20,007 | $1.53M | 0.48% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 19,995 | $1.53M | 0.01% | +1,068+5.6% | Added |
| Delphi Management Inc | 19,952 | $1.53M | 1.42% | +35+0.2% | Added |
| Stegent Equity Advisors, Inc. | 19,894 | $1.52M | 1.24% | −635−3.1% | Reduced |
| Tema ETFs LLC | 19,819 | $1.52M | 0.13% | +19,819 | New |
| Federation des caisses Desjardins du Quebec | 19,705 | $1.51M | 0.01% | −1,783−8.3% | Reduced |
| Aurdan Capital Management, LLC | 19,689 | $1.51M | 0.48% | −15,769−44.5% | Reduced |
| Candriam Luxembourg S.C.A. | 19,125 | $1.47M | 0.01% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 19,043 | $1.46M | 0.09% | −291−1.5% | Reduced |
| US Bancorp | 19,014 | $1.46M | 0.00% | −966−4.8% | Reduced |
| Sepio Capital, LP | 18,831 | $1.44M | 0.09% | +938+5.2% | Added |
| Lido Advisors, LLC | 18,793 | $1.44M | 0.01% | +1,979+11.8% | Added |
| Northwestern Mutual Wealth Management Co | 18,565 | $1.42M | 0.00% | +2,784+17.6% | Added |
| Merit Financial Group, LLC | 18,485 | $1.42M | 0.01% | −385−2.0% | Reduced |
| Rothschild Investment LLC | 18,365 | $1.41M | 0.08% | −418−2.2% | Reduced |
| Kentucky Retirement Systems | 18,218 | $1.40M | 0.04% | −607−3.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,159 | $1.39M | 0.01% | +18,159 | New |
| Almanack Investment Partners, LLC. | 18,145 | $1.39M | 0.22% | −757−4.0% | Reduced |
| HM Payson & Co | 18,033 | $1.38M | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 17,941 | $1.37M | 0.02% | −2,666−12.9% | Reduced |
| Hartford Investment Management Co | 17,929 | $1.37M | 0.04% | −469−2.5% | Reduced |
| Invst, LLC | 17,887 | $1.37M | 0.16% | +61+0.3% | Added |
| Pensionfund Sabic | 17,850 | $1.37M | 0.37% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 60,609 | $1.36M | 0.01% | +60,609 | New |
| JSF Financial, LLC | 17,319 | $1.33M | 0.29% | +17,319 | New |
| DRW Securities, LLC | 17,178 | $1.32M | 0.07% | +17,178 | New |
| Trust Co of Vermont | 17,126 | $1.31M | 0.06% | −300−1.7% | Reduced |
| Norinchukin Bank, The | 17,088 | $1.31M | 0.02% | +278+1.7% | Added |
| Brown, Lisle/Cummings, Inc. | 16,780 | $1.29M | 0.33% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 16,700 | $1.28M | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 16,450 | $1.26M | 0.08% | −167−1.0% | Reduced |
| Savant Capital, LLC | 16,277 | $1.25M | 0.01% | −329−2.0% | Reduced |
| Wedbush Securities Inc | 16,072 | $1.23M | 0.04% | −942−5.5% | Reduced |
| Jane Street Group, LLC | 15,941 | $1.22M | 0.00% | +15,941 | New |
| Metis Global Partners, LLC | 15,929 | $1.22M | 0.03% | −876−5.2% | Reduced |
| Louisiana State Employees Retirement System | 15,700 | $1.20M | 0.02% | −100−0.6% | Reduced |
| Gulf International Bank (UK) Ltd | 15,643 | $1.20M | 0.04% | −294−1.8% | Reduced |
| Fairfield, Bush & Co. | 15,461 | $1.18M | 0.61% | +73+0.5% | Added |
| Ancora Advisors, LLC | 15,425 | $1.18M | 0.02% | −3,378−18.0% | Reduced |
| Ballentine Partners, LLC | 15,306 | $1.17M | 0.02% | +176+1.2% | Added |
| DF Dent & Co Inc | 15,290 | $1.17M | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 15,148 | $1.16M | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 15,010 | $1.15M | 0.03% | +15,010 | New |
| Maryland State Retirement & Pension System | 14,759 | $1.13M | 0.02% | 00.0% | Unchanged |
| Axq Capital, LP | 14,757 | $1.13M | 0.43% | +10,703+264.0% | Added |
| Everence Capital Management Inc | 14,737 | $1.13M | 0.07% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 14,733 | $1.12M | 0.02% | +14,733 | New |
| M&T Bank Corp | 14,597 | $1.12M | 0.00% | −6,376−30.4% | Reduced |
| Toroso Investments, LLC | 14,498 | $1.11M | 0.00% | −3,732−20.5% | Reduced |
| XTX Topco Ltd | 14,455 | $1.11M | 0.06% | +14,455 | New |
| Citadel Investment Advisory, Inc. | 14,453 | $1.11M | 0.51% | +5,525+61.9% | Added |
| Securian Asset Management, Inc | 14,416 | $1.10M | 0.03% | −1,199−7.7% | Reduced |