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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 2,863 | $219.4K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,857 | $218.9K | 0.00% | −1,712−37.5% | Reduced |
| Cigna Investments Inc | 2,847 | $218.0K | 0.03% | −272−8.7% | Reduced |
| Groupama Asset Managment | 2,845 | $218.0K | 0.00% | +2,845 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,820 | $216.1K | 0.04% | +2,741+3,469.6% | Added |
| Barr E S & Co | 2,812 | $215.5K | 0.01% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 2,800 | $214.5K | 0.07% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,797 | $214.3K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,795 | $214.1K | 0.00% | −292−9.5% | Reduced |
| Clarius Group, LLC | 2,790 | $213.8K | 0.01% | −811−22.5% | Reduced |
| Monument Capital Management | 2,769 | $212.2K | 0.05% | 00.0% | Unchanged |
| Teza Capital Management LLC | 2,769 | $212.2K | 1.15% | +2,769 | New |
| Essex Financial Services, Inc. | 2,768 | $212.1K | 0.01% | +2,768 | New |
| Inscription Capital, LLC | 2,766 | $211.9K | 0.02% | +2,766 | New |
| D. E. Shaw & Co., Inc. | 2,764 | $211.8K | 0.00% | −397−12.6% | Reduced |
| Eagle Bay Advisors LLC | 2,739 | $209.9K | 0.16% | −153−5.3% | Reduced |
| Rede Wealth, LLC | 2,739 | $209.9K | 0.16% | +2,739 | New |
| Advyzon Investment Management, LLC | 2,738 | $209.8K | 0.04% | +2,738 | New |
| Lake Street Financial LLC | 2,737 | $209.7K | 0.03% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 2,704 | $207.2K | 0.01% | +2,704 | New |
| Rehmann Capital Advisory Group | 2,702 | $207.0K | 0.01% | −105−3.7% | Reduced |
| Portside Wealth Group, LLC | 2,692 | $206.3K | 0.03% | −1,976−42.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,668 | $204.4K | 0.09% | +62+2.4% | Added |
| Angeles Wealth Management, LLC | 2,666 | $204.3K | 0.01% | +2,666 | New |
| Tiaa Trust, National Association | 2,663 | $204.0K | 0.00% | −119−4.3% | Reduced |
| Western Wealth Management, LLC | 2,654 | $203.3K | 0.01% | +2,654 | New |
| Trust Point Inc. | 2,653 | $203.3K | 0.02% | +2,653 | New |
| Fielder Capital Group LLC | 2,614 | $200.3K | 0.05% | +2,614 | New |
| Ami Investment Management Inc | 2,614 | $200.3K | 0.05% | −199−7.1% | Reduced |
| Plan A Wealth LLC | 2,612 | $200.1K | 0.10% | −397−13.2% | Reduced |
| New Age Alpha Advisors, LLC | 2,549 | $195.3K | 0.01% | −106−4.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,546 | $195.0K | 0.02% | +504+24.7% | Added |
| TD Waterhouse Canada Inc. | 2,545 | $191.9K | 0.00% | +104+4.3% | Added |
| Employees Retirement System of Texas | 2,400 | $184.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,374 | $181.9K | 0.00% | +344+16.9% | Added |
| Walleye Trading LLC | 2,238 | $171.5K | 0.00% | −1,438−39.1% | Reduced |
| ORG Wealth Partners, LLC | 2,233 | $171.1K | 0.04% | −907−28.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $168.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,183 | $167.2K | 0.00% | −230−9.5% | Reduced |
| Stephenson National Bank & Trust | 2,151 | $164.8K | 0.05% | +183+9.3% | Added |
| Versant Capital Management, Inc | 2,021 | $154.8K | 0.02% | +174+9.4% | Added |
| AdvisorNet Financial, Inc | 1,981 | $151.8K | 0.01% | −558−22.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,927 | $147.7K | 0.01% | −1−0.1% | Reduced |
| Acadian Asset Management LLC | 1,905 | $145.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,808 | $138.5K | 0.01% | −659−26.7% | Reduced |
| St. Johns Investment Management Company, LLC | 1,687 | $129.3K | 0.05% | 00.0% | Unchanged |
| Eastern Bank | 1,666 | $127.6K | 0.00% | +102+6.5% | Added |
| Penserra Capital Management LLC | 1,645 | $125.0K | 0.00% | +24+1.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,551 | $119.2K | 0.00% | +328+26.8% | Added |
| Anchor Investment Management, LLC | 1,545 | $118.4K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 1,518 | $116.3K | 0.01% | +1,518 | New |
| First Pacific Financial | 1,498 | $114.8K | 0.02% | +2+0.1% | Added |
| Bayforest Capital Ltd | 1,457 | $111.6K | 0.05% | −1,650−53.1% | Reduced |
| Federated Hermes, Inc. | 1,452 | $111.3K | 0.00% | −257−15.0% | Reduced |
| Creative Financial Designs Inc | 1,447 | $110.8K | 0.01% | +101+7.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,431 | $109.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,412 | $108.2K | 0.00% | +1,156+451.6% | Added |
| FWL Investment Management, LLC | 1,375 | $105.4K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,364 | $104.5K | 0.01% | +1,364 | New |
| Harbor Investment Advisory, LLC | 1,350 | $103.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,314 | $100.7K | 0.01% | +1,112+550.5% | Added |
| Leonteq Securities AG | 1,305 | $100.0K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 1,350 | $98.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,273 | $97.5K | 0.03% | −15−1.2% | Reduced |
| Westpac Banking Corp | 1,257 | $96.3K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 1,254 | $96.1K | 0.03% | +1,254 | New |
| Caitong International Asset Management Co., Ltd | 1,204 | $92.3K | 0.06% | +1,013+530.4% | Added |
| Pandora Wealth, Inc. | 1,167 | $89.4K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,110 | $85.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,056 | $81.0K | 0.04% | −429−28.9% | Reduced |
| Capital Advisors, Ltd. LLC | 1,061 | $81.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,012 | $77.5K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,012 | $77.5K | 0.06% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 990 | $75.9K | 0.02% | +990 | New |
| Walleye Capital LLC | 972 | $74.5K | 0.00% | −6,775−87.5% | Reduced |
| MPWM Advisory Solutions, LLC | 900 | $69.0K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 899 | $68.9K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 876 | $67.0K | 0.00% | +583+199.0% | Added |
| Clearstead Advisors, LLC | 873 | $66.9K | 0.00% | −377−30.2% | Reduced |
| Sarver Vrooman Wealth Advisors | 864 | $66.2K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 834 | $63.9K | 0.00% | −273−24.7% | Reduced |
| Pinnacle Bancorp, Inc. | 829 | $63.5K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 819 | $62.8K | 0.00% | −90−9.9% | Reduced |
| Onefund, LLC | 806 | $61.8K | 0.04% | +29+3.7% | Added |
| Root Financial Partners, LLC | 780 | $59.8K | 0.00% | +780 | New |
| NBC Securities, Inc. | 776 | $59.5K | 0.00% | −344−30.7% | Reduced |
| TruNorth Capital Management, LLC | 771 | $59.1K | 0.01% | +771 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 761 | $58.3K | 0.12% | −5,615−88.1% | Reduced |
| WPG Advisers, LLC | 760 | $58.2K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 745 | $58.0K | 0.04% | −134−15.2% | Reduced |
| Johnson Financial Group, Inc. | 756 | $57.9K | 0.00% | +138+22.3% | Added |
| PFS Partners, LLC | 734 | $56.2K | 0.03% | +1+0.1% | Added |
| Parkside Financial Bank & Trust | 711 | $54.5K | 0.00% | −13−1.8% | Reduced |
| REAP Financial Group, LLC | 690 | $52.9K | 0.01% | +57+9.0% | Added |
| Davis Capital Management | 682 | $52.3K | 0.04% | +682 | New |
| MAI Capital Management | 676 | $51.8K | 0.00% | −311−31.5% | Reduced |
| Colonial Trust Co | 672 | $51.5K | 0.01% | +6+0.9% | Added |
| Optimum Investment Advisors | 662 | $50.7K | 0.02% | 00.0% | Unchanged |
| Trust Co | 657 | $50.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 657 | $50.0K | 0.01% | 00.0% | Unchanged |