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 |
|---|---|---|---|---|---|
| ASR Vermogensbeheer N.V. | 8,915 | $625.1K | 0.01% | −100−1.1% | Reduced |
| Silver Oak Securities, Inc | 8,738 | $618.6K | 0.04% | −15−0.2% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 8,780 | $615.7K | 0.01% | +8,780 | New |
| Evolve Private Wealth, LLC | 8,635 | $605.5K | 0.04% | +8,635 | New |
| Ossiam | 8,552 | $599.7K | 0.01% | −5,449−38.9% | Reduced |
| JT Stratford LLC | 8,519 | $597.4K | 0.08% | −4,476−34.4% | Reduced |
| HBK Sorce Advisory LLC | 8,477 | $596.9K | 0.01% | −541−6.0% | Reduced |
| Wealth Alliance | 8,496 | $595.7K | 0.06% | +177+2.1% | Added |
| Wedmont Private Capital | 8,687 | $595.0K | 0.02% | −176−2.0% | Reduced |
| Vestcor Inc | 8,467 | $594.0K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 8,344 | $585.1K | 0.01% | +13+0.2% | Added |
| SRS Capital Advisors, Inc. | 8,291 | $581.4K | 0.02% | −13,422−61.8% | Reduced |
| Heritage Family Offices, LLP | 8,275 | $580.2K | 0.26% | −913−9.9% | Reduced |
| Eagle Harbor Asset Management Inc | 8,269 | $579.8K | 0.48% | −199−2.4% | Reduced |
| YHB Investment Advisors, Inc. | 8,261 | $579.3K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 8,163 | $572.4K | 0.02% | −6,253−43.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,162 | $572.3K | 0.03% | −1,798−18.1% | Reduced |
| Fifth Third Bancorp | 8,096 | $567.7K | 0.00% | −398−4.7% | Reduced |
| Transatlantique Private Wealth LLC | 8,090 | $567.3K | 0.18% | −310−3.7% | Reduced |
| MUFG Securities Americas Inc. | 8,088 | $567.1K | 0.04% | +8+0.1% | Added |
| DORVAL Corp | 8,055 | $564.8K | 0.18% | +10+0.1% | Added |
| Elser Financial Planning, Inc | 4,792 | $559.5K | 0.41% | +4,792 | New |
| International Assets Investment Management, LLC | 7,958 | $558.0K | 0.04% | +7,958 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,801 | $547.0K | 0.02% | −267−3.3% | Reduced |
| IHT Wealth Management, LLC | 7,795 | $546.6K | 0.01% | +136+1.8% | Added |
| Fiduciary Alliance LLC | 7,754 | $543.7K | 0.04% | +30.0% | Added |
| Trustmark National Bank Trust Department | 7,734 | $542.3K | 0.03% | −367−4.5% | Reduced |
| Two Sigma Advisers, LP | 7,725 | $541.7K | 0.00% | −800−9.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,636 | $535.4K | 0.03% | 00.0% | Unchanged |
| Aurelius Family Office LLC | 7,519 | $531.7K | 0.23% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,502 | $526.1K | 0.00% | +1,310+21.2% | Added |
| Tufton Capital Management | 7,385 | $517.0K | 0.09% | −40−0.5% | Reduced |
| Assenagon Asset Management S.A. | 7,338 | $514.5K | 0.00% | +7,338 | New |
| Carmel Capital Partners, LLC | 7,314 | $512.9K | 0.18% | +80+1.1% | Added |
| Adviser Investments LLC | 7,284 | $510.8K | 0.01% | −92−1.2% | Reduced |
| Advisors Capital Management, LLC | 7,270 | $509.8K | 0.01% | −123−1.7% | Reduced |
| Sagespring Wealth Partners, LLC | 7,242 | $507.8K | 0.01% | −263−3.5% | Reduced |
| Glenmede Trust Co NA | 7,241 | $507.7K | 0.00% | +7,241 | New |
| Meiji Yasuda Asset Management Co Ltd. | 7,222 | $506.4K | 0.02% | +7,222 | New |
| Tower Research Capital LLC (TRC) | 7,161 | $502.1K | 0.01% | +2,249+45.8% | Added |
| Forum Financial Management, LP | 7,122 | $499.4K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 7,100 | $497.9K | 0.02% | +88+1.3% | Added |
| AE Wealth Management LLC | 7,022 | $492.4K | 0.00% | +1,664+31.1% | Added |
| Canada Post Corp Registered Pension Plan | 7,005 | $491.2K | 0.02% | +1,590+29.4% | Added |
| STRS Ohio | 6,951 | $487.4K | 0.00% | +12+0.2% | Added |
| Wealth Advisors of Iowa, LLC | 6,882 | $482.6K | 0.16% | −138−2.0% | Reduced |
| Quadrant Capital Group LLC | 6,863 | $481.2K | 0.01% | +66+1.0% | Added |
| Clear Harbor Asset Management, LLC | 6,851 | $480.4K | 0.03% | −53−0.8% | Reduced |
| DRW Securities, LLC | 6,839 | $479.6K | 0.04% | −10,339−60.2% | Reduced |
| Manchester Financial Inc | 6,822 | $478.4K | 0.09% | −494−6.8% | Reduced |
| United Capital Financial Advisers, LLC | 6,792 | $476.2K | 0.00% | −3,086−31.2% | Reduced |
| Investment Partners Asset Management, Inc. | 6,750 | $473.3K | 0.29% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 6,750 | $473.3K | 0.01% | +6,750 | New |
| Pensionmark Financial Group, LLC | 6,730 | $471.9K | 0.01% | +463+7.4% | Added |
| Mather Group, LLC. | 6,678 | $468.3K | 0.00% | −251−3.6% | Reduced |
| Crawford Investment Counsel Inc | 6,638 | $465.5K | 0.01% | +138+2.1% | Added |
| Wealthspire Advisors, LLC | 6,624 | $464.5K | 0.00% | +877+15.3% | Added |
| WSFS Capital Management, LLC | 6,599 | $462.7K | 0.02% | −886−11.8% | Reduced |
| Holocene Advisors, LP | 6,596 | $462.5K | 0.00% | −380,268−98.3% | Reduced |
| Global Assets Advisory, LLC | 6,475 | $454.0K | 0.13% | −158−2.4% | Reduced |
| Thrive Wealth Management, LLC | 6,470 | $453.7K | 0.07% | −127−1.9% | Reduced |
| Diligent Investors, LLC | 6,411 | $449.5K | 0.11% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,354 | $445.5K | 0.01% | −395−5.9% | Reduced |
| Westco Advisory Services Inc | 6,346 | $445.0K | 0.27% | +6,346 | New |
| Osterweis Capital Management Inc | 6,331 | $443.9K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 6,301 | $441.8K | 0.00% | +414+7.0% | Added |
| AlphaCore Capital LLC | 6,291 | $441.1K | 0.01% | +6,291 | New |
| Naples Global Advisors, LLC | 6,288 | $440.9K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6,271 | $439.7K | 0.01% | −1,702−21.3% | Reduced |
| Baron Wealth Management LLC | 6,220 | $436.1K | 0.13% | −184−2.9% | Reduced |
| Private Trust Co NA | 6,089 | $427.0K | 0.04% | +17+0.3% | Added |
| Walleye Capital LLC | 6,057 | $424.7K | 0.00% | +5,085+523.1% | Added |
| 1248 Management, LLC | 6,009 | $421.4K | 0.23% | +6,009 | New |
| Visionary Wealth Advisors | 6,007 | $421.2K | 0.02% | +70+1.2% | Added |
| Wealth Quarterback LLC | 6,005 | $421.1K | 0.15% | +136+2.3% | Added |
| Advisor OS, LLC | 5,996 | $420.5K | 0.03% | −338−5.3% | Reduced |
| Greenwood Capital Associates LLC | 5,993 | $420.2K | 0.05% | −812−11.9% | Reduced |
| Cynosure Management, LLC | 5,959 | $417.8K | 0.04% | +499+9.1% | Added |
| Sun Financial Inc | 5,874 | $411.9K | 0.23% | +5,874 | New |
| Cassaday & Co Wealth Management LLC | 5,851 | $410.3K | 0.01% | +11+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 5,814 | $407.7K | 0.00% | −180−3.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,808 | $407.3K | 0.01% | −371−6.0% | Reduced |
| Romano Brothers and Company | 5,770 | $404.6K | 0.05% | −150−2.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,737 | $402.3K | 0.01% | −933−14.0% | Reduced |
| Dynamic Advisor Solutions LLC | 5,714 | $400.6K | 0.01% | +776+15.7% | Added |
| Atticus Wealth Management, LLC | 5,711 | $400.5K | 0.10% | +5+0.1% | Added |
| Lincoln Capital LLC | 5,692 | $399.1K | 0.07% | +456+8.7% | Added |
| Laird Norton Trust Company, LLC | 5,651 | $396.2K | 0.01% | +5,651 | New |
| Westerkirk Capital Inc. | 5,600 | $392.7K | 0.04% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 5,575 | $390.9K | 0.04% | +5,575 | New |
| Woodline Partners LP | 5,550 | $389.2K | 0.00% | +5,550 | New |
| XTX Topco Ltd | 5,535 | $388.1K | 0.01% | −8,920−61.7% | Reduced |
| Firethorn Wealth Partners, LLC | 5,510 | $386.4K | 0.14% | +105+1.9% | Added |
| Legacy Capital Wealth Partners, LLC | 5,503 | $385.9K | 0.08% | −140−2.5% | Reduced |
| Guggenheim Capital LLC | 5,407 | $379.1K | 0.00% | −447−7.6% | Reduced |
| Meeder Advisory Services, Inc. | 5,361 | $375.9K | 0.02% | +269+5.3% | Added |
| Signaturefd, LLC | 5,353 | $375.4K | 0.01% | +280+5.5% | Added |
| Buckingham Strategic Partners | 5,352 | $375.3K | 0.00% | −5,559−50.9% | Reduced |
| Picton Mahoney Asset Management | 5,312 | $372.5K | 0.00% | +5,312 | New |
| Willow Financial LLC | 5,274 | $369.8K | 0.38% | +5,274 | New |