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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 4,788 | $366.9K | 0.01% | +151+3.3% | Added |
| Mission Wealth Management, LP | 4,733 | $362.7K | 0.01% | −7,679−61.9% | Reduced |
| Ingalls & Snyder LLC | 4,683 | $359.0K | 0.01% | −28−0.6% | Reduced |
| Diversify Advisory Services, LLC | 4,958 | $355.9K | 0.01% | +518+11.7% | Added |
| 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 |
| Prudential PLC | 4,591 | $351.8K | 0.00% | −170−3.6% | Reduced |
| IFG Advisory, LLC | 4,590 | $351.7K | 0.02% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,557 | $349.2K | 0.06% | +4,557 | New |
| Voleon Capital Management LP | 4,534 | $347.4K | 0.01% | +4,534 | New |
| Cornerstone Wealth Management, LLC | 4,506 | $345.3K | 0.02% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 4,477 | $343.0K | 0.05% | −59−1.3% | Reduced |
| Bank of Nova Scotia Trust Co | 4,437 | $340.0K | 0.03% | +4,437 | New |
| Heartland Bank & Trust Co | 4,435 | $339.8K | 0.14% | +39+0.9% | Added |
| Sequoia Financial Advisors, LLC | 4,373 | $335.1K | 0.00% | +285+7.0% | Added |
| Abacus Planning Group, Inc. | 4,287 | $328.5K | 0.05% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 4,277 | $327.7K | 0.33% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,256 | $326.1K | 0.07% | +41+1.0% | Added |
| Mountain Pacific Investment Advisers Inc | 4,252 | $325.8K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 4,227 | $324.0K | 0.01% | −96−2.2% | Reduced |
| Checchi Capital Advisers, LLC | 4,227 | $323.9K | 0.02% | −107−2.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,216 | $323.1K | 0.00% | +391+10.2% | Added |
| Hamilton Capital Partners Inc. | 4,171 | $319.6K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,163 | $319.0K | 0.02% | +304+7.9% | Added |
| Significant Wealth Partners LLC | 4,157 | $318.5K | 0.16% | +603+17.0% | Added |
| Profund Advisors LLC | 4,132 | $316.6K | 0.01% | +306+8.0% | Added |
| Peapack Gladstone Financial Corp | 4,113 | $315.0K | 0.00% | −1,049−20.3% | Reduced |
| Wexford Capital LP | 4,100 | $314.1K | 0.09% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,044 | $309.9K | 0.03% | −11,501−74.0% | Reduced |
| Somerset Trust Co | 4,021 | $308.1K | 0.10% | −66−1.6% | Reduced |
| Syon Capital LLC | 4,012 | $307.4K | 0.02% | +1,240+44.7% | Added |
| Parallel Advisors, LLC | 4,002 | $306.7K | 0.01% | +386+10.7% | Added |
| J.W. Cole Advisors, Inc. | 3,974 | $304.5K | 0.01% | +993+33.3% | Added |
| Moneta Group Investment Advisors LLC | 3,972 | $304.3K | 0.00% | −127−3.1% | Reduced |
| HighPoint Advisor Group LLC | 3,916 | $300.0K | 0.01% | −782−16.6% | Reduced |
| Nilsine Partners, LLC | 3,909 | $299.5K | 0.03% | +15+0.4% | Added |
| Crestwood Advisors Group LLC | 3,881 | $297.4K | 0.01% | +160+4.3% | Added |
| Apella Capital, LLC | 4,020 | $296.0K | 0.01% | +4,020 | New |
| Spirepoint Private Client, LLC | 3,833 | $293.7K | 0.03% | +3,833 | New |
| Warren Averett Asset Management, LLC | 3,822 | $292.8K | 0.00% | −376−9.0% | Reduced |
| BIP Wealth, LLC | 3,810 | $291.9K | 0.01% | +35+0.9% | Added |
| Woodward Diversified Capital, LLC | 3,770 | $288.9K | 0.13% | −1,228−24.6% | Reduced |
| Hancock Whitney Corp | 3,743 | $286.8K | 0.01% | −585−13.5% | Reduced |
| Cornerstone Financial Group, LLC | 3,727 | $285.6K | 0.22% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 3,709 | $284.2K | 0.11% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3,700 | $283.5K | 0.12% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3,667 | $281.0K | 0.01% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 3,655 | $280.0K | 0.05% | +3,655 | New |
| Fayez Sarofim & Co | 3,649 | $279.6K | 0.00% | +349+10.6% | Added |
| Huntleigh Advisors, Inc. | 3,643 | $279.1K | 0.05% | −465−11.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,630 | $278.1K | 0.05% | +130+3.7% | Added |
| Abn Amro Investment Solutions | 3,605 | $276.2K | 0.01% | +3,605 | New |
| Harbour Investments, Inc. | 3,605 | $276.2K | 0.01% | −2,692−42.8% | Reduced |
| IFP Advisors, Inc | 3,578 | $274.1K | 0.01% | −226−5.9% | Reduced |
| Archer Investment Corp | 3,566 | $273.2K | 0.06% | 00.0% | Unchanged |
| Haverford Trust Co | 3,564 | $273.1K | 0.00% | +3,564 | New |
| Avestar Capital, LLC | 3,546 | $271.7K | 0.02% | −167−4.5% | Reduced |
| Whittier Trust Co | 3,499 | $268.9K | 0.00% | 00.0% | Unchanged |
| Trust Asset Management LLC | 3,478 | $266.5K | 0.02% | 00.0% | Unchanged |
| First Nebraska Trust Co | 3,465 | $265.5K | 0.02% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,459 | $265.1K | 0.01% | +45+1.3% | Added |
| NorthRock Partners, LLC | 3,434 | $263.1K | 0.00% | −1,624−32.1% | Reduced |
| Crumly & Associates Inc. | 3,427 | $262.6K | 0.06% | +3,427 | New |
| ABLE Financial Group, LLC | 3,391 | $259.8K | 0.06% | −408−10.7% | Reduced |
| PUREfi Wealth, LLC | 3,382 | $259.1K | 0.20% | +126+3.9% | Added |
| Foundations Investment Advisors, LLC | 3,373 | $258.4K | 0.00% | −1,543−31.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 3,370 | $258.2K | 0.04% | 00.0% | Unchanged |
| GTS Securities LLC | 3,337 | $255.7K | 0.01% | +3,337 | New |
| Allworth Financial LP | 3,328 | $255.0K | 0.00% | +153+4.8% | Added |
| Sowell Financial Services LLC | 3,317 | $254.1K | 0.01% | −529−13.8% | Reduced |
| Somerville Kurt F | 3,310 | $253.6K | 0.04% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 3,300 | $252.8K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,325 | $252.8K | 0.02% | +1,147+52.7% | Added |
| Hamilton Wealth, LLC | 3,290 | $252.1K | 0.05% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,283 | $251.5K | 0.03% | +86+2.7% | Added |
| Indie Asset Partners, LLC | 3,273 | $250.8K | 0.33% | 00.0% | Unchanged |
| Alpha Family Trust | 3,195 | $244.8K | 0.11% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,350 | $243.2K | 0.01% | +3,350 | New |
| Arkadios Wealth Advisors | 3,163 | $242.3K | 0.01% | +3,163 | New |
| Blue Rock Wealth Management LLC | 3,159 | $242.0K | 0.15% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 3,098 | $237.4K | 0.01% | −734−19.2% | Reduced |
| Lantz Financial LLC | 3,091 | $236.8K | 0.05% | +6+0.2% | Added |
| Accurate Wealth Management, LLC | 3,016 | $236.6K | 0.03% | +3,016 | New |
| Spire Wealth Management | 3,076 | $235.7K | 0.01% | +1,075+53.7% | Added |
| 1st Source Bank | 3,075 | $235.6K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,068 | $235.1K | 0.00% | +3,068 | New |
| Advisors Preferred, LLC | 3,114 | $234.8K | 0.03% | +3,114 | New |
| Tradewinds, LLC. | 3,062 | $234.6K | 0.06% | +3,062 | New |
| Simplex Trading, LLC | 3,060 | $234.0K | 0.01% | +3,060 | New |
| Perbak Capital Partners LLP | 3,043 | $233.2K | 0.04% | +3,043 | New |
| Summit Financial, LLC | 3,029 | $232.0K | 0.00% | −106−3.4% | Reduced |
| Concurrent Investment Advisors, LLC | 2,994 | $229.4K | 0.00% | −602−16.7% | Reduced |
| Barnes Wealth Management Group, Inc | 2,975 | $227.9K | 0.13% | +33+1.1% | Added |
| Woodmont Investment Counsel LLC | 2,970 | $227.6K | 0.02% | +26+0.9% | Added |
| Fiduciary Trust Co | 2,962 | $227.0K | 0.00% | −31−1.0% | Reduced |
| Evergreen Capital Management LLC | 2,937 | $225.0K | 0.01% | −289−9.0% | Reduced |
| Spears Abacus Advisors LLC | 2,904 | $222.5K | 0.00% | +14+0.5% | Added |
| National Asset Management, Inc. | 2,889 | $221.4K | 0.01% | −1,609−35.8% | Reduced |
| Exit Wealth Advisors, LLC. | 2,876 | $220.4K | 0.15% | +2,876 | New |
| Journey Strategic Wealth LLC | 2,873 | $220.1K | 0.01% | +2,873 | New |