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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 32,219 | $2.26M | 0.01% | +622+2.0% | Added |
| Stance Capital LLC | 32,219 | $2.26M | 0.83% | −15,900−33.0% | Reduced |
| Nordea Investment Management AB | 31,466 | $2.21M | 0.00% | +2,048+7.0% | Added |
| Leavell Investment Management, Inc. | 31,071 | $2.18M | 0.09% | −256−0.8% | Reduced |
| Coldstream Capital Management Inc | 30,575 | $2.14M | 0.03% | −1,122−3.5% | Reduced |
| Susquehanna International Group, LLP | 30,525 | $2.14M | 0.00% | −9,843−24.4% | Reduced |
| Lido Advisors, LLC | 28,813 | $2.14M | 0.01% | +10,020+53.3% | Added |
| TD Private Client Wealth LLC | 30,437 | $2.13M | 0.05% | −5,622−15.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,087 | $2.11M | 0.01% | −2,168−6.7% | Reduced |
| Citadel Investment Advisory, Inc. | 29,693 | $2.08M | 0.90% | +15,240+105.4% | Added |
| Applied Capital LLC | 29,675 | $2.08M | 1.43% | +278+0.9% | Added |
| We Are One Seven, LLC | 29,485 | $2.07M | 0.04% | −1,591−5.1% | Reduced |
| Tredje AP-fonden | 29,140 | $2.04M | 0.02% | +842+3.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 28,903 | $2.03M | 0.02% | −2,617−8.3% | Reduced |
| Belpointe Asset Management LLC | 27,927 | $1.96M | 0.07% | −13,320−32.3% | Reduced |
| EP Wealth Advisors, LLC | 27,411 | $1.92M | 0.01% | +27,411 | New |
| Allstate Corp | 27,381 | $1.92M | 0.03% | +16,156+143.9% | Added |
| Two Sigma Investments, LP | 26,553 | $1.86M | 0.00% | −2,471−8.5% | Reduced |
| American Trust | 26,381 | $1.85M | 0.16% | +1,256+5.0% | Added |
| Candriam Luxembourg S.C.A. | 26,335 | $1.85M | 0.01% | +7,210+37.7% | Added |
| Virtus Investment Advisers, Inc. | 26,268 | $1.84M | 0.50% | −679−2.5% | Reduced |
| Beacon Pointe Advisors, LLC | 26,181 | $1.84M | 0.01% | +490+1.9% | Added |
| Occudo Quantitative Strategies LP | 25,885 | $1.82M | 0.12% | +25,885 | New |
| Newbridge Financial Services Group, Inc. | 25,078 | $1.76M | 0.27% | −1,045−4.0% | Reduced |
| Cypress Advisory Group LLC | 24,910 | $1.75M | 1.28% | 00.0% | Unchanged |
| Grace & White Inc | 24,869 | $1.74M | 0.31% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 24,850 | $1.74M | 0.03% | +2,833+12.9% | Added |
| Crossmark Global Holdings, Inc. | 24,706 | $1.73M | 0.02% | +839+3.5% | Added |
| Brinker Capital Investments, LLC | 24,689 | $1.73M | 0.01% | +11,870+92.6% | Added |
| Nicholson Wealth Management Group, LLC | 24,509 | $1.72M | 1.01% | +3,309+15.6% | Added |
| Brevan Howard Capital Management LP | 24,477 | $1.72M | 0.03% | −30,662−55.6% | Reduced |
| Banco Santander, S.A. | 24,306 | $1.70M | 0.01% | +24,306 | New |
| Parsons Capital Management Inc | 24,303 | $1.70M | 0.09% | +127+0.5% | Added |
| Board of the Pension Protection Fund | 24,300 | $1.70M | 1.62% | +11,700+92.9% | Added |
| Elm3 Financial Group, LLC | 24,236 | $1.70M | 1.41% | −1,450−5.6% | Reduced |
| Mizuho Securities USA LLC | 21,860 | $1.70M | 0.03% | +36+0.2% | Added |
| Elgethun Capital Management | 24,069 | $1.69M | 0.29% | +20.0% | Added |
| Old Point Trust & Financial Services N A | 23,929 | $1.68M | 0.52% | +3,108+14.9% | Added |
| Teachers Retirement System of the State of Kentucky | 23,600 | $1.65M | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 23,438 | $1.64M | 0.26% | −629−2.6% | Reduced |
| Quest Partners LLC | 23,362 | $1.64M | 0.09% | −25,743−52.4% | Reduced |
| Skba Capital Management LLC | 23,326 | $1.64M | 0.23% | +1,625+7.5% | Added |
| Generali Asset Management SPA SGR | 23,245 | $1.63M | 0.03% | +23,245 | New |
| Bleakley Financial Group, LLC | 23,178 | $1.63M | 0.03% | −338−1.4% | Reduced |
| Stegent Equity Advisors, Inc. | 22,678 | $1.59M | 1.24% | +2,784+14.0% | Added |
| Ci Investments Inc. | 22,372 | $1.57M | 0.01% | +17,340+344.6% | Added |
| Bannerstone Capital Management, LLC | 22,199 | $1.56M | 1.49% | +22,199 | New |
| Empire Financial Management Company, LLC | 22,158 | $1.55M | 0.34% | +215+1.0% | Added |
| Pullen Investment Management, LLC | 21,842 | $1.53M | 0.81% | −189−0.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 21,598 | $1.51M | 0.63% | −142−0.7% | Reduced |
| D.A. Davidson & Co. | 21,579 | $1.51M | 0.01% | −861−3.8% | Reduced |
| Granite Bay Wealth Management, LLC | 21,210 | $1.49M | 0.36% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 21,193 | $1.49M | 0.03% | +21,193 | New |
| Citizens National Bank Trust Department | 21,137 | $1.48M | 0.26% | −355−1.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 21,122 | $1.48M | 0.01% | +1,417+7.2% | Added |
| IMC-Chicago, LLC | 20,951 | $1.47M | 0.03% | +20,951 | New |
| Empower Advisory Group, LLC | 20,557 | $1.44M | 0.00% | +9,799+91.1% | Added |
| Sage Capital Advisors,llc | 20,514 | $1.44M | 0.34% | +39+0.2% | Added |
| Investment Management Corp of Ontario | 20,504 | $1.44M | 0.02% | +6,284+44.2% | Added |
| Private Advisor Group, LLC | 19,987 | $1.40M | 0.01% | −80.0% | Reduced |
| Toroso Investments, LLC | 19,966 | $1.40M | 0.01% | +5,468+37.7% | Added |
| Ostrum Asset Management | 19,869 | $1.39M | 0.07% | −17,254−46.5% | Reduced |
| Wealthfront Advisers LLC | 19,776 | $1.39M | 0.00% | −4,159−17.4% | Reduced |
| Tema ETFs LLC | 19,763 | $1.39M | 0.11% | −56−0.3% | Reduced |
| Delphi Management Inc | 19,426 | $1.36M | 1.33% | −526−2.6% | Reduced |
| Aurdan Capital Management, LLC | 19,195 | $1.35M | 0.42% | −494−2.5% | Reduced |
| Davenport & Co LLC | 19,171 | $1.34M | 0.01% | −2,432−11.3% | Reduced |
| Resonant Capital Advisors, LLC | 19,078 | $1.34M | 0.07% | +35+0.2% | Added |
| Investment Planning Advisors, Inc. | 18,407 | $1.29M | 0.38% | −1,600−8.0% | Reduced |
| Balyasny Asset Management LLC | 18,371 | $1.29M | 0.00% | −1,063,591−98.3% | Reduced |
| Rothschild Investment LLC | 18,351 | $1.29M | 0.07% | −14−0.1% | Reduced |
| Norinchukin Bank, The | 18,226 | $1.28M | 0.01% | +1,138+6.7% | Added |
| Kentucky Retirement Systems | 18,218 | $1.28M | 0.03% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 18,145 | $1.27M | 0.22% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 18,112 | $1.27M | 0.17% | −2,546−12.3% | Reduced |
| HM Payson & Co | 18,104 | $1.27M | 0.02% | +71+0.4% | Added |
| Pensionfund Sabic | 17,850 | $1.25M | 0.34% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 17,708 | $1.24M | 0.06% | +6,979+65.0% | Added |
| Invst, LLC | 17,678 | $1.24M | 0.13% | −209−1.2% | Reduced |
| Hartford Investment Management Co | 17,636 | $1.24M | 0.04% | −293−1.6% | Reduced |
| National Philanthropic Trust | 17,620 | $1.24M | 0.01% | +17,620 | New |
| Tobam | 17,316 | $1.21M | 0.30% | −11,124−39.1% | Reduced |
| JSF Financial, LLC | 17,211 | $1.21M | 0.25% | −108−0.6% | Reduced |
| Sterling Capital Management LLC | 17,203 | $1.21M | 0.02% | −738−4.1% | Reduced |
| US Bancorp | 17,077 | $1.20M | 0.00% | −1,937−10.2% | Reduced |
| Jane Street Group, LLC | 17,047 | $1.20M | 0.00% | +1,106+6.9% | Added |
| Trust Co of Vermont | 16,960 | $1.19M | 0.05% | −166−1.0% | Reduced |
| Diversify Wealth Management, LLC | 17,418 | $1.18M | 0.06% | −5,988−25.6% | Reduced |
| Intesa Sanpaolo Wealth Management | 16,857 | $1.18M | 0.24% | +16,857 | New |
| Brown, Lisle/Cummings, Inc. | 16,780 | $1.18M | 0.29% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,750 | $1.18M | 0.03% | +678+4.2% | Added |
| Kovitz Investment Group Partners, LLC | 16,704 | $1.17M | 0.03% | −10,551−38.7% | Reduced |
| London & Capital Asset Management Ltd | 16,700 | $1.17M | 0.01% | +16,700 | New |
| M&T Bank Corp | 16,690 | $1.17M | 0.00% | +2,093+14.3% | Added |
| Pinebridge Investments LLC | 16,083 | $1.13M | 0.01% | +16,083 | New |
| Savant Capital, LLC | 15,982 | $1.12M | 0.01% | −295−1.8% | Reduced |
| Aptus Capital Advisors, LLC | 15,827 | $1.11M | 0.01% | +1,684+11.9% | Added |
| Gulf International Bank (UK) Ltd | 15,643 | $1.10M | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 15,564 | $1.09M | 0.02% | +258+1.7% | Added |
| Metis Global Partners, LLC | 15,414 | $1.08M | 0.03% | −515−3.2% | Reduced |