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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 6,750 | $473.3K | 0.01% | +6,750 | New |
| United Capital Financial Advisers, LLC | 6,792 | $476.2K | 0.00% | −3,086−31.2% | Reduced |
| Manchester Financial Inc | 6,822 | $478.4K | 0.09% | −494−6.8% | Reduced |
| DRW Securities, LLC | 6,839 | $479.6K | 0.04% | −10,339−60.2% | Reduced |
| Clear Harbor Asset Management, LLC | 6,851 | $480.4K | 0.03% | −53−0.8% | Reduced |
| Quadrant Capital Group LLC | 6,863 | $481.2K | 0.01% | +66+1.0% | Added |
| Wealth Advisors of Iowa, LLC | 6,882 | $482.6K | 0.16% | −138−2.0% | Reduced |
| STRS Ohio | 6,951 | $487.4K | 0.00% | +12+0.2% | Added |
| Canada Post Corp Registered Pension Plan | 7,005 | $491.2K | 0.02% | +1,590+29.4% | Added |
| AE Wealth Management LLC | 7,022 | $492.4K | 0.00% | +1,664+31.1% | Added |
| Level Four Advisory Services, LLC | 7,100 | $497.9K | 0.02% | +88+1.3% | Added |
| Forum Financial Management, LP | 7,122 | $499.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,161 | $502.1K | 0.01% | +2,249+45.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,222 | $506.4K | 0.02% | +7,222 | New |
| Glenmede Trust Co NA | 7,241 | $507.7K | 0.00% | +7,241 | New |
| Sagespring Wealth Partners, LLC | 7,242 | $507.8K | 0.01% | −263−3.5% | Reduced |
| Advisors Capital Management, LLC | 7,270 | $509.8K | 0.01% | −123−1.7% | Reduced |
| Adviser Investments LLC | 7,284 | $510.8K | 0.01% | −92−1.2% | Reduced |
| Carmel Capital Partners, LLC | 7,314 | $512.9K | 0.18% | +80+1.1% | Added |
| Assenagon Asset Management S.A. | 7,338 | $514.5K | 0.00% | +7,338 | New |
| Tufton Capital Management | 7,385 | $517.0K | 0.09% | −40−0.5% | Reduced |
| Jones Financial Companies LLLP | 7,502 | $526.1K | 0.00% | +1,310+21.2% | Added |
| Aurelius Family Office LLC | 7,519 | $531.7K | 0.23% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,636 | $535.4K | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 7,725 | $541.7K | 0.00% | −800−9.4% | Reduced |
| Trustmark National Bank Trust Department | 7,734 | $542.3K | 0.03% | −367−4.5% | Reduced |
| Fiduciary Alliance LLC | 7,754 | $543.7K | 0.04% | +30.0% | Added |
| IHT Wealth Management, LLC | 7,795 | $546.6K | 0.01% | +136+1.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,801 | $547.0K | 0.02% | −267−3.3% | Reduced |
| International Assets Investment Management, LLC | 7,958 | $558.0K | 0.04% | +7,958 | New |
| Elser Financial Planning, Inc | 4,792 | $559.5K | 0.41% | +4,792 | New |
| DORVAL Corp | 8,055 | $564.8K | 0.18% | +10+0.1% | Added |
| MUFG Securities Americas Inc. | 8,088 | $567.1K | 0.04% | +8+0.1% | Added |
| Transatlantique Private Wealth LLC | 8,090 | $567.3K | 0.18% | −310−3.7% | Reduced |
| Fifth Third Bancorp | 8,096 | $567.7K | 0.00% | −398−4.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,162 | $572.3K | 0.03% | −1,798−18.1% | Reduced |
| Securian Asset Management, Inc | 8,163 | $572.4K | 0.02% | −6,253−43.4% | Reduced |
| YHB Investment Advisors, Inc. | 8,261 | $579.3K | 0.04% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 8,269 | $579.8K | 0.48% | −199−2.4% | Reduced |
| Heritage Family Offices, LLP | 8,275 | $580.2K | 0.26% | −913−9.9% | Reduced |
| SRS Capital Advisors, Inc. | 8,291 | $581.4K | 0.02% | −13,422−61.8% | Reduced |
| Ritholtz Wealth Management | 8,344 | $585.1K | 0.01% | +13+0.2% | Added |
| Vestcor Inc | 8,467 | $594.0K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 8,687 | $595.0K | 0.02% | −176−2.0% | Reduced |
| Wealth Alliance | 8,496 | $595.7K | 0.06% | +177+2.1% | Added |
| HBK Sorce Advisory LLC | 8,477 | $596.9K | 0.01% | −541−6.0% | Reduced |
| JT Stratford LLC | 8,519 | $597.4K | 0.08% | −4,476−34.4% | Reduced |
| Ossiam | 8,552 | $599.7K | 0.01% | −5,449−38.9% | Reduced |
| Evolve Private Wealth, LLC | 8,635 | $605.5K | 0.04% | +8,635 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 8,780 | $615.7K | 0.01% | +8,780 | New |
| Silver Oak Securities, Inc | 8,738 | $618.6K | 0.04% | −15−0.2% | Reduced |
| ASR Vermogensbeheer N.V. | 8,915 | $625.1K | 0.01% | −100−1.1% | Reduced |
| Skopos Labs, Inc. | 8,925 | $631.7K | 0.03% | +8,925 | New |
| Mirabella Financial Services LLP | 9,108 | $638.7K | 0.06% | +9,108 | New |
| Change Path, LLC | 9,213 | $646.0K | 0.02% | −280−2.9% | Reduced |
| Storgate, LLC | 9,238 | $647.8K | 0.53% | +9,238 | New |
| Sequoia Financial Advisors, LLC | 9,301 | $652.2K | 0.00% | +4,928+112.7% | Added |
| Bradley Foster & Sargent Inc | 9,335 | $654.6K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 9,426 | $661.0K | 0.00% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 9,434 | $661.5K | 0.00% | +170+1.8% | Added |
| Everpar Advisors LLC | 9,437 | $661.7K | 0.25% | −1,367−12.7% | Reduced |
| Baader Bank INC | 9,670 | $668.7K | 0.06% | +290+3.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,593 | $672.7K | 0.01% | +42+0.4% | Added |
| Tectonic Advisors LLC | 9,676 | $678.5K | 0.04% | +680+7.6% | Added |
| Venturi Wealth Management, LLC | 9,737 | $682.8K | 0.03% | −3,431−26.1% | Reduced |
| L2 Asset Management, LLC | 9,801 | $687.2K | 0.09% | −438−4.3% | Reduced |
| Rydar Equities, Inc. | 9,803 | $687.4K | 0.54% | +613+6.7% | Added |
| North Dakota State Investment Board | 9,943 | $697.2K | 0.03% | +9,943 | New |
| Keb Asset Management, LLC | 9,980 | $699.8K | 0.14% | +6+0.1% | Added |
| Siemens Fonds Invest GmbH | 9,918 | $702.2K | 0.04% | +1,026+11.5% | Added |
| Teacher Retirement System of Texas | 10,054 | $705.0K | 0.00% | −246,462−96.1% | Reduced |
| Empirical Finance, LLC | 10,087 | $707.3K | 0.03% | −451−4.3% | Reduced |
| Gifford Fong Associates | 10,125 | $710.0K | 0.14% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 10,199 | $715.2K | 0.01% | +249+2.5% | Added |
| Coastal Bridge Advisors, LLC | 10,277 | $720.6K | 0.05% | +154+1.5% | Added |
| Murphy Pohlad Asset Management LLC | 10,462 | $733.6K | 0.28% | −100−0.9% | Reduced |
| GWM Advisors LLC | 10,554 | $740.1K | 0.00% | +1,138+12.1% | Added |
| Resources Investment Advisors, LLC. | 10,562 | $740.6K | 0.01% | +182+1.8% | Added |
| Aprio Wealth Management, LLC | 10,635 | $745.7K | 0.04% | +10,635 | New |
| Mount Yale Investment Advisors, LLC | 10,720 | $751.7K | 0.04% | +4,009+59.7% | Added |
| E. Ohman J:or Asset Management AB | 10,747 | $753.6K | 0.02% | +10,747 | New |
| Bessemer Group Inc | 10,820 | $759.0K | 0.00% | −2,846−20.8% | Reduced |
| Global Retirement Partners, LLC | 10,843 | $760.3K | 0.01% | +10,009+1,200.1% | Added |
| Baird Financial Group, Inc. | 10,867 | $762.0K | 0.00% | +2,580+31.1% | Added |
| Brown Advisory Inc | 10,944 | $767.4K | 0.00% | +3,026+38.2% | Added |
| Equitable Holdings, Inc. | 10,945 | $767.5K | 0.01% | +2,495+29.5% | Added |
| Empirical Asset Management, LLC | 10,966 | $768.9K | 0.22% | +2,061+23.1% | Added |
| Umb Bank N A | 11,001 | $771.4K | 0.01% | −50.0% | Reduced |
| Omers Administration Corp | 11,049 | $774.8K | 0.01% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 11,087 | $777.4K | 0.30% | +1,454+15.1% | Added |
| Brown Brothers Harriman & Co | 11,121 | $779.8K | 0.00% | +3,311+42.4% | Added |
| J.M. Arbour, LLC | 11,142 | $781.3K | 0.78% | +11,142 | New |
| Quantbot Technologies LP | 11,144 | $781.4K | 0.03% | +11,144 | New |
| Blair William & Co | 11,171 | $783.3K | 0.00% | +1,676+17.7% | Added |
| Oak Thistle LLC | 11,206 | $785.8K | 0.11% | +11,206 | New |
| NCM Capital Management, LLC | 11,259 | $789.5K | 0.29% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 11,310 | $793.1K | 0.04% | −2,177−16.1% | Reduced |
| Commerzbank Aktiengesellschaft | 11,347 | $796.0K | 0.02% | +11,347 | New |
| Envestnet Portfolio Solutions, Inc. | 11,408 | $799.9K | 0.00% | −2,153−15.9% | Reduced |
| LVW Advisors, LLC | 11,697 | $820.2K | 0.08% | −687−5.5% | Reduced |