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, Q4 2025
Institutional positions in Berkley W R Corp as of Dec 31, 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
- 952
- +35 vs. Q3 2025
- Shares held
- 284.4M
- +40.1M (+16.4%) vs. Q3 2025
- Total value
- $19.9B
- +$1.29B (+6.9%) vs. Q3 2025
- New holders
- 134
- 311 more added
- Sold out
- 99
- 353 more reduced
17 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 141 | $9.87K | 0.06% | +2+1.4% | Added |
| South State Corp. | 150 | $10.5K | 0.00% | +24+19.0% | Added |
| Global Wealth Strategies & Associates | 160 | $11.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 160 | $11.2K | 0.00% | +160 | New |
| Rocky Mountain Advisers, LLC | 163 | $11.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 166 | $11.7K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 173 | $12.1K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 175 | $12.3K | 0.00% | +175 | New |
| Bruce G. Allen Investments, LLC | 177 | $12.4K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 180 | $12.6K | 0.00% | −18−9.1% | Reduced |
| WPG Advisers, LLC | 185 | $13.0K | 0.01% | −575−75.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 186 | $13.0K | 0.00% | +186 | New |
| City Holding Co | 190 | $13.3K | 0.00% | +190 | New |
| Spire Wealth Management | 195 | $13.7K | 0.00% | −2,881−93.7% | Reduced |
| St Germain D J Co Inc | 199 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 199 | $14.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 204 | $14.3K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 267 | $15.3K | 0.00% | +267 | New |
| Princeton Global Asset Management LLC | 225 | $15.8K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 225 | $15.8K | 0.02% | +225 | New |
| Atlantic Trust, LLC | 240 | $16.8K | 0.00% | −124−34.1% | Reduced |
| Financial Consulate, Inc | 241 | $16.9K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 247 | $17.3K | 0.00% | +247 | New |
| Strategic Wealth Partners, Ltd. | 250 | $17.5K | 0.00% | −275−52.4% | Reduced |
| Horizon Financial Services, LLC | 268 | $18.8K | 0.01% | +34+14.5% | Added |
| Reflection Asset Management | 289 | $20.3K | 0.01% | +289 | New |
| Bokf, NA | 297 | $20.8K | 0.00% | +77+35.0% | Added |
| Leonteq Securities AG | 300 | $21.0K | 0.00% | −1,005−77.0% | Reduced |
| Private Wealth Management Group, LLC | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 305 | $21.4K | 0.00% | +80+35.6% | Added |
| Deseret Mutual Benefit Administrators | 308 | $21.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 311 | $21.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 313 | $21.9K | 0.00% | +163+108.7% | Added |
| Bayban | 315 | $22.1K | 0.02% | +315 | New |
| Navalign, LLC | 322 | $22.6K | 0.01% | +322 | New |
| Align Financial, LLC | 23,350 | $23.4K | 0.01% | +23,350 | New |
| Frazier Financial Advisors, LLC | 337 | $23.6K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 341 | $23.9K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 343 | $24.0K | 0.01% | +6+1.8% | Added |
| Crewe Advisors LLC | 348 | $24.4K | 0.00% | +180+107.1% | Added |
| CoreCap Advisors, LLC | 349 | $24.5K | 0.00% | +25+7.7% | Added |
| Entrust Financial LLC | 352 | $24.7K | 0.02% | +352 | New |
| Hilltop National Bank | 364 | $25.5K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 360 | $26.0K | 0.01% | +210+140.0% | Added |
| Pittenger & Anderson Inc | 375 | $26.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 397 | $27.8K | 0.00% | −65−14.1% | Reduced |
| UMA Financial Services, Inc. | 398 | $27.9K | 0.00% | −125−23.9% | Reduced |
| Bogart Wealth, LLC | 404 | $28.3K | 0.00% | −26−6.0% | Reduced |
| DV Equities, LLC | 419 | $29.4K | 0.01% | +419 | New |
| CGC Financial Services, LLC | 421 | $29.5K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 445 | $31.2K | 0.01% | −72−13.9% | Reduced |
| CVA Family Office, LLC | 452 | $31.7K | 0.00% | −7−1.5% | Reduced |
| Triumph Capital Management | 458 | $32.1K | 0.01% | +458 | New |
| N.E.W. Advisory Services LLC | 501 | $35.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 521 | $36.5K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 539 | $37.8K | 0.02% | −325−37.6% | Reduced |
| Westside Investment Management, Inc. | 550 | $38.2K | 0.01% | +22+4.2% | Added |
| Quarry LP | 558 | $39.1K | 0.01% | +558 | New |
| Raleigh Capital Management Inc. | 585 | $41.0K | 0.01% | −28−4.6% | Reduced |
| Flagship Harbor Advisors, LLC | 595 | $41.8K | 0.00% | +595 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $42.1K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 605 | $42.4K | 0.00% | +605 | New |
| Loomis Sayles & Co L P | 610 | $42.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 611 | $42.8K | 0.01% | −61−9.1% | Reduced |
| Coastline Trust Co | 622 | $43.6K | 0.00% | 00.0% | Unchanged |
| Trust Co | 657 | $46.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 673 | $47.2K | 0.00% | −38−5.3% | Reduced |
| Davis Capital Management | 677 | $47.5K | 0.03% | −5−0.7% | Reduced |
| MAI Capital Management | 682 | $47.8K | 0.00% | +6+0.9% | Added |
| Sentry Investment Management LLC | 745 | $52.0K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 745 | $52.2K | 0.02% | +11+1.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 766 | $53.7K | 0.01% | +766 | New |
| eCIO, Inc. | 770 | $54.0K | 0.03% | +770 | New |
| NBC Securities, Inc. | 773 | $54.2K | 0.00% | −3−0.4% | Reduced |
| Massmutual Trust Co FSB | 778 | $54.6K | 0.00% | −41−5.0% | Reduced |
| Basecamp Wealth Advisors LLC | 784 | $55.0K | 0.01% | +784 | New |
| Root Financial Partners, LLC | 792 | $55.5K | 0.00% | +12+1.5% | Added |
| REAP Financial Group, LLC | 826 | $57.9K | 0.01% | +136+19.7% | Added |
| Pinnacle Bancorp, Inc. | 829 | $58.1K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 855 | $60.0K | 0.04% | +49+6.1% | Added |
| Raiffeisen Bank International AG | 864 | $61.2K | 0.00% | +641+287.4% | Added |
| Cromwell Holdings LLC | 883 | $61.9K | 0.03% | −16−1.8% | Reduced |
| MPWM Advisory Solutions, LLC | 900 | $63.1K | 0.04% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 990 | $69.4K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,012 | $71.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,047 | $73.5K | 0.00% | −400−27.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,061 | $74.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,110 | $77.8K | 0.01% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 1,167 | $81.8K | 0.05% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 1,256 | $88.1K | 0.06% | +1,256 | New |
| Westpac Banking Corp | 1,257 | $88.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,261 | $88.4K | 0.02% | −12−0.9% | Reduced |
| Federated Hermes, Inc. | 1,301 | $91.2K | 0.00% | −151−10.4% | Reduced |
| Cheviot Value Management, LLC | 1,350 | $91.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,306 | $91.6K | 0.01% | −58−4.3% | Reduced |
| Central Trust Co | 1,347 | $94.5K | 0.00% | −65−4.6% | Reduced |
| FWL Investment Management, LLC | 1,375 | $96.4K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,390 | $97.5K | 0.01% | +40+3.0% | Added |
| Clearstead Advisors, LLC | 1,491 | $104.6K | 0.00% | +618+70.8% | Added |
| First Pacific Financial | 1,500 | $105.2K | 0.01% | +2+0.1% | Added |