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 |
|---|---|---|---|---|---|
| Transatlantique Private Wealth LLC | 8,400 | $643.6K | 0.21% | −218−2.5% | Reduced |
| Ritholtz Wealth Management | 8,331 | $638.3K | 0.01% | −60−0.7% | Reduced |
| Wealth Alliance | 8,319 | $637.4K | 0.07% | −65−0.8% | Reduced |
| Baird Financial Group, Inc. | 8,287 | $635.0K | 0.00% | +422+5.4% | Added |
| YHB Investment Advisors, Inc. | 8,261 | $633.0K | 0.05% | −75−0.9% | Reduced |
| Trustmark National Bank Trust Department | 8,101 | $620.7K | 0.04% | +852+11.8% | Added |
| CAPROCK Group, Inc. | 8,650 | $620.1K | 0.02% | +8,650 | New |
| MUFG Securities Americas Inc. | 8,080 | $619.1K | 0.04% | +1,438+21.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,068 | $618.2K | 0.02% | −21−0.3% | Reduced |
| DORVAL Corp | 8,045 | $616.4K | 0.20% | +10+0.1% | Added |
| Squarepoint Ops LLC | 7,992 | $612.3K | 0.00% | −67−0.8% | Reduced |
| Principal Securities, Inc. | 7,973 | $610.9K | 0.01% | −410−4.9% | Reduced |
| Brown Advisory Inc | 7,918 | $606.7K | 0.00% | −20.0% | Reduced |
| Brown Brothers Harriman & Co | 7,810 | $598.4K | 0.00% | −93−1.2% | Reduced |
| Fiduciary Alliance LLC | 7,751 | $593.9K | 0.04% | −407−5.0% | Reduced |
| IHT Wealth Management, LLC | 7,659 | $586.8K | 0.01% | −81−1.0% | Reduced |
| Pitcairn Co | 7,653 | $586.4K | 0.05% | −7,903−50.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,636 | $585.1K | 0.04% | −354−4.4% | Reduced |
| Bard Financial Services, Inc. | 7,590 | $581.5K | 0.06% | 00.0% | Unchanged |
| Aurelius Family Office LLC | 7,519 | $576.1K | 0.26% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 7,505 | $575.0K | 0.01% | −206−2.7% | Reduced |
| WSFS Capital Management, LLC | 7,485 | $573.5K | 0.03% | −4,671−38.4% | Reduced |
| Lazard Asset Management LLC | 7,472 | $572.5K | 0.00% | −17,157−69.7% | Reduced |
| Tufton Capital Management | 7,425 | $568.0K | 0.10% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 7,393 | $566.5K | 0.01% | +7,393 | New |
| Adviser Investments LLC | 7,376 | $565.2K | 0.01% | +116+1.6% | Added |
| Manchester Financial Inc | 7,316 | $560.6K | 0.11% | −4,310−37.1% | Reduced |
| Glenmede Investment Management, LP | 7,256 | $556.0K | 0.00% | +510+7.6% | Added |
| Carmel Capital Partners, LLC | 7,234 | $554.3K | 0.23% | −1,703−19.1% | Reduced |
| Forum Financial Management, LP | 7,122 | $545.7K | 0.01% | +10.0% | Added |
| Wealth Advisors of Iowa, LLC | 7,020 | $537.9K | 0.18% | +138+2.0% | Added |
| Level Four Advisory Services, LLC | 7,012 | $537.3K | 0.02% | −105−1.5% | Reduced |
| STRS Ohio | 6,939 | $531.7K | 0.00% | −39,271−85.0% | Reduced |
| Mather Group, LLC. | 6,929 | $530.9K | 0.01% | +1,009+17.0% | Added |
| Clear Harbor Asset Management, LLC | 6,904 | $529.0K | 0.04% | +15+0.2% | Added |
| Capstone Investment Advisors, LLC | 6,895 | $528.3K | 0.00% | +6,895 | New |
| Maridea Wealth Management LLC | 7,180 | $527.6K | 0.08% | +141+2.0% | Added |
| Greenwood Capital Associates LLC | 6,805 | $521.4K | 0.06% | −578−7.8% | Reduced |
| Quadrant Capital Group LLC | 6,797 | $520.8K | 0.02% | +617+10.0% | Added |
| Investment Partners Asset Management, Inc. | 6,750 | $517.2K | 0.34% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,749 | $517.1K | 0.01% | −493−6.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,711 | $514.2K | 0.04% | +6,251+1,358.9% | Added |
| Carnegie Capital Asset Management, LLC | 6,670 | $511.1K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 6,633 | $508.2K | 0.15% | +380+6.1% | Added |
| Thrive Wealth Management, LLC | 6,597 | $505.5K | 0.08% | +206+3.2% | Added |
| Crawford Investment Counsel Inc | 6,500 | $498.0K | 0.01% | −250−3.7% | Reduced |
| Diligent Investors, LLC | 6,411 | $491.2K | 0.12% | −100−1.5% | Reduced |
| Baron Wealth Management LLC | 6,404 | $490.7K | 0.16% | −185−2.8% | Reduced |
| Advisor OS, LLC | 6,334 | $485.3K | 0.04% | −1,324−17.3% | Reduced |
| Osterweis Capital Management Inc | 6,331 | $485.1K | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 6,288 | $481.8K | 0.04% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 6,267 | $480.2K | 0.01% | +783+14.3% | Added |
| UBS Asset Management Americas Inc | 6,223 | $476.8K | 0.00% | −438,704−98.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,179 | $473.4K | 0.02% | −178−2.8% | Reduced |
| Jones Financial Companies LLLP | 6,192 | $470.5K | 0.00% | +470+8.2% | Added |
| Private Trust Co NA | 6,072 | $465.2K | 0.04% | −170−2.7% | Reduced |
| Marshall Wace, LLP | 6,045 | $463.2K | 0.00% | −172,700−96.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,994 | $459.3K | 0.01% | +86+1.5% | Added |
| Visionary Wealth Advisors | 5,937 | $454.9K | 0.02% | 00.0% | Unchanged |
| Romano Brothers and Company | 5,920 | $453.6K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 5,887 | $451.1K | 0.00% | +81+1.4% | Added |
| Wealth Quarterback LLC | 5,869 | $449.7K | 0.17% | −302−4.9% | Reduced |
| Guggenheim Capital LLC | 5,854 | $448.5K | 0.00% | −688−10.5% | Reduced |
| Keybank National Association | 5,852 | $448.4K | 0.00% | −619−9.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,840 | $447.5K | 0.01% | +10.0% | Added |
| Axxcess Wealth Management, LLC | 5,825 | $446.3K | 0.01% | −431−6.9% | Reduced |
| Genesis Private Wealth, LLC | 5,819 | $445.9K | 0.19% | −99−1.7% | Reduced |
| Wealthspire Advisors, LLC | 5,747 | $440.3K | 0.00% | −705−10.9% | Reduced |
| MUFG Securities EMEA plc | 5,735 | $439.4K | 0.01% | +4,850+548.0% | Added |
| Atticus Wealth Management, LLC | 5,706 | $437.2K | 0.11% | +2,843+99.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,657 | $433.4K | 0.02% | −4,860−46.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,643 | $432.3K | 0.09% | −91−1.6% | Reduced |
| Westerkirk Capital Inc. | 5,600 | $429.1K | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,593 | $428.5K | 0.01% | +96+1.7% | Added |
| Citizens Financial Group Inc | 5,552 | $425.4K | 0.01% | +1,696+44.0% | Added |
| EverSource Wealth Advisors, LLC | 5,524 | $423.2K | 0.02% | −2,784−33.5% | Reduced |
| Cadent Capital Advisors, LLC | 5,470 | $419.1K | 0.11% | −3,914−41.7% | Reduced |
| Cynosure Management, LLC | 5,460 | $418.3K | 0.05% | −9−0.2% | Reduced |
| Daymark Wealth Partners, LLC | 5,439 | $416.7K | 0.01% | +1,192+28.1% | Added |
| Firethorn Wealth Partners, LLC | 5,405 | $414.1K | 0.16% | +20+0.4% | Added |
| Severin Investments, LLC | 5,377 | $411.9K | 0.37% | +24+0.4% | Added |
| Canada Post Corp Registered Pension Plan | 5,415 | $411.6K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,358 | $410.6K | 0.00% | −850−13.7% | Reduced |
| Fidelis Capital Partners, LLC | 5,321 | $407.7K | 0.03% | +391+7.9% | Added |
| Beacon Financial Group | 5,255 | $402.7K | 0.04% | +20.0% | Added |
| Lincoln Capital LLC | 5,236 | $402.4K | 0.08% | 00.0% | Unchanged |
| Horizon Advisory Services, Inc. | 5,197 | $398.2K | 0.20% | −89−1.7% | Reduced |
| Atomi Financial Group, Inc. | 5,186 | $397.4K | 0.01% | +345+7.1% | Added |
| Meeder Advisory Services, Inc. | 5,092 | $390.2K | 0.02% | +476+10.3% | Added |
| Compass Capital Corp | 5,135 | $389.4K | 0.17% | −306−5.6% | Reduced |
| Signaturefd, LLC | 5,073 | $388.7K | 0.01% | −97−1.9% | Reduced |
| Ci Investments Inc. | 5,032 | $386.0K | 0.00% | +163+3.3% | Added |
| Fisher Asset Management, LLC | 5,021 | $384.7K | 0.00% | +1,353+36.9% | Added |
| Financial Security Advisor, Inc. | 4,969 | $380.7K | 0.08% | −207−4.0% | Reduced |
| Dynamic Advisor Solutions LLC | 4,938 | $378.3K | 0.01% | +908+22.5% | Added |
| Tower Research Capital LLC (TRC) | 4,912 | $376.4K | 0.01% | −6,485−56.9% | Reduced |
| Pallas Capital Advisors LLC | 4,894 | $375.0K | 0.01% | −1,391−22.1% | Reduced |
| NDVR, Inc. | 4,889 | $374.6K | 0.31% | −93−1.9% | Reduced |
| Aaron Wealth Advisors | 4,876 | $373.6K | 0.02% | +1,669+52.0% | Added |
| IFC Advisors LLC | 4,820 | $369.3K | 0.07% | −3,867−44.5% | Reduced |