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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 4,233 | $296.8K | 0.00% | −1,812−30.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,252 | $298.1K | 0.05% | 00.0% | Unchanged |
| NDVR, Inc. | 4,256 | $298.4K | 0.25% | −633−12.9% | Reduced |
| Compass Capital Corp | 4,340 | $300.6K | 0.12% | −795−15.5% | Reduced |
| Abacus Planning Group, Inc. | 4,307 | $302.0K | 0.04% | +20+0.5% | Added |
| Simplicity Wealth,LLC | 4,353 | $305.3K | 0.02% | +1,649+61.0% | Added |
| Ingalls & Snyder LLC | 4,359 | $306.0K | 0.01% | −324−6.9% | Reduced |
| Heartland Bank & Trust Co | 4,371 | $306.5K | 0.13% | −64−1.4% | Reduced |
| Huntleigh Advisors, Inc. | 4,386 | $307.5K | 0.05% | +743+20.4% | Added |
| S-Bank Fund Management Ltd | 4,386 | $307.5K | 0.04% | −91−2.0% | Reduced |
| CX Institutional | 4,403 | $309.0K | 0.01% | +176+4.2% | Added |
| Cullen/Frost Bankers, Inc. | 4,419 | $309.8K | 0.00% | +203+4.8% | Added |
| Stevens Capital Management LP | 4,426 | $310.0K | 0.11% | +4,426 | New |
| Bank of Nova Scotia Trust Co | 4,437 | $311.1K | 0.03% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 4,457 | $312.5K | 0.01% | −437−8.9% | Reduced |
| AlphaGrep UK Ltd | 4,457 | $312.5K | 0.10% | +4,457 | New |
| Cadent Capital Advisors, LLC | 4,501 | $315.6K | 0.08% | −969−17.7% | Reduced |
| Cornerstone Wealth Management, LLC | 4,506 | $316.0K | 0.02% | 00.0% | Unchanged |
| TCW Group Inc | 4,518 | $316.8K | 0.00% | +4,518 | New |
| Fox Run Management, L.L.C. | 4,537 | $318.1K | 0.05% | +4,537 | New |
| Delta Investment Management, LLC | 4,559 | $319.7K | 0.06% | +20.0% | Added |
| Prudential PLC | 4,591 | $321.9K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,630 | $324.7K | 0.01% | +40+0.9% | Added |
| IFC Advisors LLC | 4,630 | $324.7K | 0.05% | −190−3.9% | Reduced |
| Aureus Asset Management, LLC | 4,644 | $325.6K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,647 | $325.8K | 0.01% | +4,647 | New |
| Mission Wealth Management, LP | 4,651 | $326.1K | 0.01% | −82−1.7% | Reduced |
| CWM Advisors, LLC | 4,658 | $326.6K | 0.03% | +614+15.2% | Added |
| Vontobel Holding Ltd. | 4,723 | $331.2K | 0.00% | −7,717−62.0% | Reduced |
| Aaron Wealth Advisors | 4,759 | $333.7K | 0.02% | −117−2.4% | Reduced |
| Los Angeles Capital Management LLC | 4,699 | $336.2K | 0.00% | −84,023−94.7% | Reduced |
| Fidelis Capital Partners, LLC | 4,800 | $336.6K | 0.02% | −521−9.8% | Reduced |
| Diversify Advisory Services, LLC | 4,990 | $338.7K | 0.01% | +32+0.6% | Added |
| Financial Security Advisor, Inc. | 4,836 | $339.1K | 0.07% | −133−2.7% | Reduced |
| Valeo Financial Advisors, LLC | 4,921 | $345.1K | 0.01% | +133+2.8% | Added |
| Beese Fulmer Investment Management, Inc. | 4,923 | $345.2K | 0.02% | +4,923 | New |
| RSM US Wealth Management LLC | 4,886 | $345.9K | 0.00% | −707−12.6% | Reduced |
| Genesis Private Wealth, LLC | 4,934 | $346.0K | 0.11% | −885−15.2% | Reduced |
| Severin Investments, LLC | 4,964 | $348.1K | 0.31% | −413−7.7% | Reduced |
| Citizens Financial Group Inc | 4,975 | $348.9K | 0.00% | −577−10.4% | Reduced |
| Daymark Wealth Partners, LLC | 4,984 | $349.5K | 0.01% | −455−8.4% | Reduced |
| Wexford Capital LP | 5,000 | $350.6K | 0.09% | +900+22.0% | Added |
| Spirepoint Private Client, LLC | 5,014 | $351.6K | 0.03% | +1,181+30.8% | Added |
| Syon Capital LLC | 5,038 | $353.3K | 0.02% | +1,026+25.6% | Added |
| Third View Private Wealth, LLC | 5,043 | $353.6K | 0.05% | +5,043 | New |
| Atomi Financial Group, Inc. | 5,067 | $355.3K | 0.01% | −119−2.3% | Reduced |
| Axxcess Wealth Management, LLC | 5,070 | $355.5K | 0.01% | −755−13.0% | Reduced |
| Perpetual Ltd | 5,095 | $357.3K | 0.01% | +5,095 | New |
| Warren Averett Asset Management, LLC | 5,158 | $361.7K | 0.00% | +1,336+35.0% | Added |
| EverSource Wealth Advisors, LLC | 5,175 | $362.9K | 0.01% | −349−6.3% | Reduced |
| TruNorth Capital Management, LLC | 5,240 | $367.4K | 0.07% | +4,469+579.6% | Added |
| Beacon Financial Group | 5,258 | $368.7K | 0.04% | +3+0.1% | Added |
| Willow Financial LLC | 5,274 | $369.8K | 0.38% | +5,274 | New |
| Picton Mahoney Asset Management | 5,312 | $372.5K | 0.00% | +5,312 | New |
| Buckingham Strategic Partners | 5,352 | $375.3K | 0.00% | −5,559−50.9% | Reduced |
| Signaturefd, LLC | 5,353 | $375.4K | 0.01% | +280+5.5% | Added |
| Meeder Advisory Services, Inc. | 5,361 | $375.9K | 0.02% | +269+5.3% | Added |
| Guggenheim Capital LLC | 5,407 | $379.1K | 0.00% | −447−7.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,503 | $385.9K | 0.08% | −140−2.5% | Reduced |
| Firethorn Wealth Partners, LLC | 5,510 | $386.4K | 0.14% | +105+1.9% | Added |
| XTX Topco Ltd | 5,535 | $388.1K | 0.01% | −8,920−61.7% | Reduced |
| Woodline Partners LP | 5,550 | $389.2K | 0.00% | +5,550 | New |
| Pekin Hardy Strauss, Inc. | 5,575 | $390.9K | 0.04% | +5,575 | New |
| Westerkirk Capital Inc. | 5,600 | $392.7K | 0.04% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 5,651 | $396.2K | 0.01% | +5,651 | New |
| Lincoln Capital LLC | 5,692 | $399.1K | 0.07% | +456+8.7% | Added |
| Atticus Wealth Management, LLC | 5,711 | $400.5K | 0.10% | +5+0.1% | Added |
| Dynamic Advisor Solutions LLC | 5,714 | $400.6K | 0.01% | +776+15.7% | Added |
| Carnegie Capital Asset Management, LLC | 5,737 | $402.3K | 0.01% | −933−14.0% | Reduced |
| Romano Brothers and Company | 5,770 | $404.6K | 0.05% | −150−2.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,808 | $407.3K | 0.01% | −371−6.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,814 | $407.7K | 0.00% | −180−3.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,851 | $410.3K | 0.01% | +11+0.2% | Added |
| Sun Financial Inc | 5,874 | $411.9K | 0.23% | +5,874 | New |
| Cynosure Management, LLC | 5,959 | $417.8K | 0.04% | +499+9.1% | Added |
| Greenwood Capital Associates LLC | 5,993 | $420.2K | 0.05% | −812−11.9% | Reduced |
| Advisor OS, LLC | 5,996 | $420.5K | 0.03% | −338−5.3% | Reduced |
| Wealth Quarterback LLC | 6,005 | $421.1K | 0.15% | +136+2.3% | Added |
| Visionary Wealth Advisors | 6,007 | $421.2K | 0.02% | +70+1.2% | Added |
| 1248 Management, LLC | 6,009 | $421.4K | 0.23% | +6,009 | New |
| Walleye Capital LLC | 6,057 | $424.7K | 0.00% | +5,085+523.1% | Added |
| Private Trust Co NA | 6,089 | $427.0K | 0.04% | +17+0.3% | Added |
| Baron Wealth Management LLC | 6,220 | $436.1K | 0.13% | −184−2.9% | Reduced |
| Principal Securities, Inc. | 6,271 | $439.7K | 0.01% | −1,702−21.3% | Reduced |
| Naples Global Advisors, LLC | 6,288 | $440.9K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,291 | $441.1K | 0.01% | +6,291 | New |
| Greenleaf Trust | 6,301 | $441.8K | 0.00% | +414+7.0% | Added |
| Osterweis Capital Management Inc | 6,331 | $443.9K | 0.02% | 00.0% | Unchanged |
| Westco Advisory Services Inc | 6,346 | $445.0K | 0.27% | +6,346 | New |
| Snowden Capital Advisors LLC | 6,354 | $445.5K | 0.01% | −395−5.9% | Reduced |
| Diligent Investors, LLC | 6,411 | $449.5K | 0.11% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 6,470 | $453.7K | 0.07% | −127−1.9% | Reduced |
| Global Assets Advisory, LLC | 6,475 | $454.0K | 0.13% | −158−2.4% | Reduced |
| Holocene Advisors, LP | 6,596 | $462.5K | 0.00% | −380,268−98.3% | Reduced |
| WSFS Capital Management, LLC | 6,599 | $462.7K | 0.02% | −886−11.8% | Reduced |
| Wealthspire Advisors, LLC | 6,624 | $464.5K | 0.00% | +877+15.3% | Added |
| Crawford Investment Counsel Inc | 6,638 | $465.5K | 0.01% | +138+2.1% | Added |
| Mather Group, LLC. | 6,678 | $468.3K | 0.00% | −251−3.6% | Reduced |
| Pensionmark Financial Group, LLC | 6,730 | $471.9K | 0.01% | +463+7.4% | Added |
| Investment Partners Asset Management, Inc. | 6,750 | $473.3K | 0.29% | 00.0% | Unchanged |