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 |
|---|---|---|---|---|---|
| Granite Bay Wealth Management, LLC | 21,210 | $1.49M | 0.36% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 21,579 | $1.51M | 0.01% | −861−3.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 21,598 | $1.51M | 0.63% | −142−0.7% | Reduced |
| Pullen Investment Management, LLC | 21,842 | $1.53M | 0.81% | −189−0.9% | Reduced |
| Empire Financial Management Company, LLC | 22,158 | $1.55M | 0.34% | +215+1.0% | Added |
| Bannerstone Capital Management, LLC | 22,199 | $1.56M | 1.49% | +22,199 | New |
| Ci Investments Inc. | 22,372 | $1.57M | 0.01% | +17,340+344.6% | Added |
| Stegent Equity Advisors, Inc. | 22,678 | $1.59M | 1.24% | +2,784+14.0% | Added |
| Bleakley Financial Group, LLC | 23,178 | $1.63M | 0.03% | −338−1.4% | Reduced |
| Generali Asset Management SPA SGR | 23,245 | $1.63M | 0.03% | +23,245 | New |
| Skba Capital Management LLC | 23,326 | $1.64M | 0.23% | +1,625+7.5% | Added |
| Quest Partners LLC | 23,362 | $1.64M | 0.09% | −25,743−52.4% | Reduced |
| Personal Cfo Solutions, LLC | 23,438 | $1.64M | 0.26% | −629−2.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,600 | $1.65M | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 23,929 | $1.68M | 0.52% | +3,108+14.9% | Added |
| Elgethun Capital Management | 24,069 | $1.69M | 0.29% | +20.0% | Added |
| Mizuho Securities USA LLC | 21,860 | $1.70M | 0.03% | +36+0.2% | Added |
| Elm3 Financial Group, LLC | 24,236 | $1.70M | 1.41% | −1,450−5.6% | Reduced |
| Board of the Pension Protection Fund | 24,300 | $1.70M | 1.62% | +11,700+92.9% | Added |
| Parsons Capital Management Inc | 24,303 | $1.70M | 0.09% | +127+0.5% | Added |
| Banco Santander, S.A. | 24,306 | $1.70M | 0.01% | +24,306 | New |
| Brevan Howard Capital Management LP | 24,477 | $1.72M | 0.03% | −30,662−55.6% | Reduced |
| Nicholson Wealth Management Group, LLC | 24,509 | $1.72M | 1.01% | +3,309+15.6% | Added |
| Brinker Capital Investments, LLC | 24,689 | $1.73M | 0.01% | +11,870+92.6% | Added |
| Crossmark Global Holdings, Inc. | 24,706 | $1.73M | 0.02% | +839+3.5% | Added |
| Prospera Financial Services Inc | 24,850 | $1.74M | 0.03% | +2,833+12.9% | Added |
| Grace & White Inc | 24,869 | $1.74M | 0.31% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 24,910 | $1.75M | 1.28% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 25,078 | $1.76M | 0.27% | −1,045−4.0% | Reduced |
| Occudo Quantitative Strategies LP | 25,885 | $1.82M | 0.12% | +25,885 | New |
| Beacon Pointe Advisors, LLC | 26,181 | $1.84M | 0.01% | +490+1.9% | Added |
| Virtus Investment Advisers, Inc. | 26,268 | $1.84M | 0.50% | −679−2.5% | Reduced |
| Candriam Luxembourg S.C.A. | 26,335 | $1.85M | 0.01% | +7,210+37.7% | Added |
| American Trust | 26,381 | $1.85M | 0.16% | +1,256+5.0% | Added |
| Two Sigma Investments, LP | 26,553 | $1.86M | 0.00% | −2,471−8.5% | Reduced |
| Allstate Corp | 27,381 | $1.92M | 0.03% | +16,156+143.9% | Added |
| EP Wealth Advisors, LLC | 27,411 | $1.92M | 0.01% | +27,411 | New |
| Belpointe Asset Management LLC | 27,927 | $1.96M | 0.07% | −13,320−32.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 28,903 | $2.03M | 0.02% | −2,617−8.3% | Reduced |
| Tredje AP-fonden | 29,140 | $2.04M | 0.02% | +842+3.0% | Added |
| We Are One Seven, LLC | 29,485 | $2.07M | 0.04% | −1,591−5.1% | Reduced |
| Applied Capital LLC | 29,675 | $2.08M | 1.43% | +278+0.9% | Added |
| Citadel Investment Advisory, Inc. | 29,693 | $2.08M | 0.90% | +15,240+105.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,087 | $2.11M | 0.01% | −2,168−6.7% | Reduced |
| TD Private Client Wealth LLC | 30,437 | $2.13M | 0.05% | −5,622−15.6% | Reduced |
| Lido Advisors, LLC | 28,813 | $2.14M | 0.01% | +10,020+53.3% | Added |
| Susquehanna International Group, LLP | 30,525 | $2.14M | 0.00% | −9,843−24.4% | Reduced |
| Coldstream Capital Management Inc | 30,575 | $2.14M | 0.03% | −1,122−3.5% | Reduced |
| Leavell Investment Management, Inc. | 31,071 | $2.18M | 0.09% | −256−0.8% | Reduced |
| Nordea Investment Management AB | 31,466 | $2.21M | 0.00% | +2,048+7.0% | Added |
| Stance Capital LLC | 32,219 | $2.26M | 0.83% | −15,900−33.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 32,219 | $2.26M | 0.01% | +622+2.0% | Added |
| Mutual of America Capital Management LLC | 32,237 | $2.26M | 0.02% | −244−0.8% | Reduced |
| Alamar Capital Management, LLC | 32,636 | $2.29M | 1.26% | −1,963−5.7% | Reduced |
| Argent Trust Co | 32,892 | $2.31M | 0.08% | +5,637+20.7% | Added |
| Ambassador Advisors, LLC | 33,095 | $2.32M | 0.34% | +21,473+184.8% | Added |
| Dean Capital Management | 33,170 | $2.33M | 0.99% | +1,013+3.2% | Added |
| OP Asset Management Ltd | 33,433 | $2.34M | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 33,722 | $2.37M | 0.31% | +2,225+7.1% | Added |
| Avanza Fonder AB | 34,117 | $2.39M | 0.06% | +10,810+46.4% | Added |
| Oregon Public Employees Retirement Fund | 34,400 | $2.41M | 0.03% | +200+0.6% | Added |
| Donoghue Forlines LLC | 34,401 | $2.41M | 0.75% | +34,401 | New |
| Insight Inv LLC | 34,618 | $2.43M | 1.36% | −112−0.3% | Reduced |
| Independent Advisor Alliance | 34,736 | $2.44M | 0.06% | −18,655−34.9% | Reduced |
| Agate Pass Investment Management, LLC | 35,098 | $2.46M | 0.91% | −1,428−3.9% | Reduced |
| Millennium Management LLC | 35,239 | $2.47M | 0.00% | +13,611+62.9% | Added |
| CIBC World Markets Inc. | 35,520 | $2.49M | 0.00% | +3,256+10.1% | Added |
| Pacer Advisors, Inc. | 35,525 | $2.49M | 0.01% | +11,400+47.3% | Added |
| Neuberger Berman Group LLC | 36,106 | $2.53M | 0.00% | +2,688+8.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 36,343 | $2.55M | 0.02% | +897+2.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 36,494 | $2.56M | 0.00% | +510+1.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 37,368 | $2.62M | 0.05% | +12,383+49.6% | Added |
| SeaBridge Investment Advisors LLC | 37,409 | $2.62M | 0.43% | +2,007+5.7% | Added |
| QRG Capital Management, Inc. | 37,530 | $2.63M | 0.03% | +2,337+6.6% | Added |
| UniSuper Management Pty Ltd | 37,594 | $2.64M | 0.02% | −1,167−3.0% | Reduced |
| Scotia Capital Inc. | 37,802 | $2.65M | 0.01% | +1,115+3.0% | Added |
| Panagora Asset Management Inc | 38,296 | $2.69M | 0.01% | −17,564−31.4% | Reduced |
| Agf Management Ltd | 38,346 | $2.69M | 0.01% | −7,285−16.0% | Reduced |
| CIBC Private Wealth Group, LLC | 38,535 | $2.70M | 0.00% | −3,222−7.7% | Reduced |
| Tealwood Asset Management Inc | 38,619 | $2.71M | 1.21% | +113+0.3% | Added |
| Horizon Investments, LLC | 38,723 | $2.72M | 0.03% | +1,654+4.5% | Added |
| Macquarie Group Ltd | 38,840 | $2.72M | 0.01% | +4,417+12.8% | Added |
| Nissay Asset Management Corp | 38,919 | $2.73M | 0.01% | −278−0.7% | Reduced |
| Verition Fund Management LLC | 39,035 | $2.74M | 0.01% | −27,243−41.1% | Reduced |
| Stoneridge Investment Partners LLC | 39,946 | $2.80M | 1.95% | +39,946 | New |
| JustInvest LLC | 40,007 | $2.81M | 0.03% | −1,536−3.7% | Reduced |
| Rakuten Investment Management, Inc. | 39,630 | $2.81M | 0.01% | −20,979−34.6% | Reduced |
| Titiun Yejiel | 40,500 | $2.84M | 3.49% | +40,500 | New |
| Yousif Capital Management, LLC | 42,128 | $2.85M | 0.03% | −2,357−5.3% | Reduced |
| CIBC World Markets Corp | 41,874 | $2.94M | 0.01% | +41,874 | New |
| MML Investors Services, LLC | 42,746 | $3.00M | 0.01% | −285−0.7% | Reduced |
| New York Life Investment Management LLC | 43,601 | $3.06M | 0.03% | +2,935+7.2% | Added |
| Ameritas Investment Partners, Inc. | 43,974 | $3.08M | 0.09% | −2,218−4.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 44,277 | $3.10M | 0.01% | +44,277 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 44,298 | $3.13M | 0.01% | −12,117−21.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 44,792 | $3.14M | 0.03% | −3,428−7.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 44,882 | $3.15M | 0.01% | +44,882 | New |
| Godshalk Welsh Capital Management, Inc. | 45,270 | $3.17M | 1.82% | −649−1.4% | Reduced |
| Ethic Inc. | 46,174 | $3.24M | 0.05% | +903+2.0% | Added |
| USS Investment Management Ltd | 46,445 | $3.26M | 0.02% | +275+0.6% | Added |