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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 1,545 | $108.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,548 | $108.3K | 0.00% | −3−0.2% | Reduced |
| Eastern Bank | 1,666 | $116.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,669 | $117.0K | 0.01% | −352−17.4% | Reduced |
| St. Johns Investment Management Company, LLC | 1,687 | $118.3K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,705 | $119.6K | 0.00% | −669−28.2% | Reduced |
| Covestor Ltd | 1,734 | $121.0K | 0.06% | +678+64.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,728 | $121.2K | 0.02% | −1,092−38.7% | Reduced |
| Hantz Financial Services, Inc. | 1,829 | $128.0K | 0.00% | +953+108.8% | Added |
| AlphaCentric Advisors LLC | 1,830 | $128.3K | 0.13% | +1,830 | New |
| LRI Investments, LLC | 1,863 | $130.6K | 0.01% | +55+3.0% | Added |
| Acadian Asset Management LLC | 1,905 | $133.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,981 | $138.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,042 | $143.2K | 0.01% | +115+6.0% | Added |
| ORG Wealth Partners, LLC | 2,138 | $149.9K | 0.04% | −95−4.3% | Reduced |
| Geneos Wealth Management Inc. | 2,194 | $153.9K | 0.00% | +11+0.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $154.0K | 0.01% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 2,400 | $168.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,496 | $175.0K | 0.13% | −243−8.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,545 | $178.4K | 0.06% | +1,784+234.4% | Added |
| Ronald Blue Trust, Inc. | 2,693 | $188.8K | 0.00% | −102−3.6% | Reduced |
| Hamilton Capital Partners Inc. | 2,738 | $192.0K | 0.01% | −1,433−34.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,758 | $193.4K | 0.02% | +212+8.3% | Added |
| Cigna Investments Inc | 2,847 | $200.0K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,858 | $200.4K | 0.06% | +707+32.9% | Added |
| Heritage Wealth Advisors | 2,863 | $200.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,867 | $201.0K | 0.00% | −461−13.9% | Reduced |
| Graham Capital Wealth Management, LLC | 2,877 | $201.7K | 0.19% | −1,400−32.7% | Reduced |
| StoneX Group Inc. | 2,877 | $201.8K | 0.01% | +2,877 | New |
| Exit Wealth Advisors, LLC. | 2,880 | $201.9K | 0.12% | +4+0.1% | Added |
| Spears Abacus Advisors LLC | 2,904 | $203.6K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 2,924 | $205.0K | 0.00% | −38−1.3% | Reduced |
| Regions Financial Corp | 2,938 | $206.0K | 0.00% | +2,938 | New |
| Summitry LLC | 2,955 | $207.2K | 0.01% | +2,955 | New |
| Woodmont Investment Counsel LLC | 2,970 | $208.3K | 0.01% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 2,978 | $208.8K | 0.11% | +3+0.1% | Added |
| Smartleaf Asset Management LLC | 2,967 | $210.1K | 0.01% | −358−10.8% | Reduced |
| SmartHarvest Portfolios, LLC | 3,012 | $211.2K | 0.07% | +3,012 | New |
| Tradewinds, LLC. | 3,013 | $211.2K | 0.05% | −49−1.6% | Reduced |
| TD Waterhouse Canada Inc. | 3,025 | $212.1K | 0.00% | +480+18.9% | Added |
| Lantz Financial LLC | 3,034 | $212.7K | 0.04% | −57−1.8% | Reduced |
| MQS Management LLC | 3,034 | $212.7K | 0.13% | +3,034 | New |
| Kingsview Wealth Management, LLC | 3,038 | $213.0K | 0.00% | −30−1.0% | Reduced |
| Hancock Whitney Corp | 3,049 | $213.8K | 0.00% | −694−18.5% | Reduced |
| Crestwood Advisors Group LLC | 3,056 | $214.3K | 0.00% | −825−21.3% | Reduced |
| Summit Financial, LLC | 3,063 | $214.8K | 0.00% | +34+1.1% | Added |
| 1st Source Bank | 3,075 | $215.6K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 3,093 | $216.9K | 0.03% | −61,963−95.2% | Reduced |
| FineMark National Bank & Trust | 3,098 | $217.2K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,173 | $217.3K | 0.03% | +157+5.2% | Added |
| Blue Rock Wealth Management LLC | 3,159 | $221.5K | 0.14% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 3,163 | $221.8K | 0.06% | +3,163 | New |
| Marble Wealth, LLC | 3,175 | $222.7K | 0.03% | +3,175 | New |
| Alpha Family Trust | 3,195 | $224.0K | 0.10% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 3,273 | $229.5K | 0.26% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 3,300 | $231.4K | 0.00% | −349−9.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,300 | $231.4K | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,321 | $232.9K | 0.01% | −811−19.6% | Reduced |
| Trust Asset Management LLC | 3,346 | $234.6K | 0.02% | −132−3.8% | Reduced |
| Legacy Wealth Advisors, LLC | 3,368 | $236.2K | 0.16% | +3,368 | New |
| Jackson Hole Capital Partners, LLC | 3,370 | $236.3K | 0.04% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 3,382 | $237.1K | 0.18% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,387 | $237.5K | 0.01% | −191−5.3% | Reduced |
| ABLE Financial Group, LLC | 3,391 | $237.8K | 0.05% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,400 | $238.4K | 0.01% | +83+2.5% | Added |
| Fundamentun, LLC | 3,423 | $240.0K | 0.01% | −36−1.0% | Reduced |
| Crumly & Associates Inc. | 3,431 | $240.6K | 0.05% | +4+0.1% | Added |
| New Age Alpha Advisors, LLC | 3,450 | $241.9K | 0.01% | +901+35.3% | Added |
| First Nebraska Trust Co | 3,465 | $243.0K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,485 | $244.4K | 0.02% | −61−1.7% | Reduced |
| Whittier Trust Co | 3,499 | $244.9K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 3,554 | $249.2K | 0.01% | +217+6.5% | Added |
| Perbak Capital Partners LLP | 3,567 | $250.1K | 0.08% | +524+17.2% | Added |
| Harbour Investments, Inc. | 3,576 | $250.7K | 0.01% | −29−0.8% | Reduced |
| Advyzon Investment Management, LLC | 3,606 | $252.9K | 0.03% | +868+31.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 3,630 | $254.5K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,653 | $256.1K | 0.02% | −574−13.6% | Reduced |
| Chilton Capital Management LLC | 3,667 | $257.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Group, LLC | 3,682 | $258.2K | 0.18% | −45−1.2% | Reduced |
| Woodward Diversified Capital, LLC | 3,691 | $258.8K | 0.12% | −79−2.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,700 | $259.4K | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,714 | $260.5K | 0.00% | −288−7.2% | Reduced |
| Strive Financial Group ,LLC | 3,744 | $262.5K | 0.14% | +3,744 | New |
| CWS Financial Advisors, LLC | 3,758 | $263.5K | 0.07% | +3,758 | New |
| Fisher Asset Management, LLC | 3,773 | $264.6K | 0.00% | −1,248−24.9% | Reduced |
| Essex Financial Services, Inc. | 3,788 | $265.6K | 0.02% | +1,020+36.8% | Added |
| BIP Wealth, LLC | 3,810 | $267.2K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 3,863 | $270.9K | 0.00% | −1,989−34.0% | Reduced |
| Hamilton Wealth, LLC | 3,890 | $272.8K | 0.05% | +600+18.2% | Added |
| Arkadios Wealth Advisors | 3,907 | $274.0K | 0.01% | +744+23.5% | Added |
| West Family Investments, Inc. | 3,917 | $274.7K | 0.06% | −339−8.0% | Reduced |
| First Citizens Bank & Trust Co | 3,922 | $275.0K | 0.01% | +3,922 | New |
| HighPoint Advisor Group LLC | 3,926 | $275.3K | 0.01% | +10+0.3% | Added |
| Nilsine Partners, LLC | 3,971 | $278.4K | 0.02% | +62+1.6% | Added |
| David R. Rahn & Associates Inc. | 4,010 | $281.2K | 0.07% | +4,010 | New |
| Somerset Trust Co | 4,021 | $282.0K | 0.09% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,021 | $282.0K | 0.02% | −142−3.4% | Reduced |
| EntryPoint Capital, LLC | 4,053 | $284.2K | 0.11% | +4,053 | New |
| Moneta Group Investment Advisors LLC | 4,088 | $286.7K | 0.00% | +116+2.9% | Added |
| Apella Capital, LLC | 4,112 | $288.3K | 0.01% | +92+2.3% | Added |