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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 5,258 | $368.7K | 0.04% | +3+0.1% | Added |
| TruNorth Capital Management, LLC | 5,240 | $367.4K | 0.07% | +4,469+579.6% | Added |
| EverSource Wealth Advisors, LLC | 5,175 | $362.9K | 0.01% | −349−6.3% | Reduced |
| Warren Averett Asset Management, LLC | 5,158 | $361.7K | 0.00% | +1,336+35.0% | Added |
| Perpetual Ltd | 5,095 | $357.3K | 0.01% | +5,095 | New |
| Axxcess Wealth Management, LLC | 5,070 | $355.5K | 0.01% | −755−13.0% | Reduced |
| Atomi Financial Group, Inc. | 5,067 | $355.3K | 0.01% | −119−2.3% | Reduced |
| Third View Private Wealth, LLC | 5,043 | $353.6K | 0.05% | +5,043 | New |
| Syon Capital LLC | 5,038 | $353.3K | 0.02% | +1,026+25.6% | Added |
| Spirepoint Private Client, LLC | 5,014 | $351.6K | 0.03% | +1,181+30.8% | Added |
| Wexford Capital LP | 5,000 | $350.6K | 0.09% | +900+22.0% | Added |
| Daymark Wealth Partners, LLC | 4,984 | $349.5K | 0.01% | −455−8.4% | Reduced |
| Citizens Financial Group Inc | 4,975 | $348.9K | 0.00% | −577−10.4% | Reduced |
| Severin Investments, LLC | 4,964 | $348.1K | 0.31% | −413−7.7% | Reduced |
| Genesis Private Wealth, LLC | 4,934 | $346.0K | 0.11% | −885−15.2% | Reduced |
| RSM US Wealth Management LLC | 4,886 | $345.9K | 0.00% | −707−12.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,923 | $345.2K | 0.02% | +4,923 | New |
| Valeo Financial Advisors, LLC | 4,921 | $345.1K | 0.01% | +133+2.8% | Added |
| Financial Security Advisor, Inc. | 4,836 | $339.1K | 0.07% | −133−2.7% | Reduced |
| Diversify Advisory Services, LLC | 4,990 | $338.7K | 0.01% | +32+0.6% | Added |
| Fidelis Capital Partners, LLC | 4,800 | $336.6K | 0.02% | −521−9.8% | Reduced |
| Los Angeles Capital Management LLC | 4,699 | $336.2K | 0.00% | −84,023−94.7% | Reduced |
| Aaron Wealth Advisors | 4,759 | $333.7K | 0.02% | −117−2.4% | Reduced |
| Vontobel Holding Ltd. | 4,723 | $331.2K | 0.00% | −7,717−62.0% | Reduced |
| CWM Advisors, LLC | 4,658 | $326.6K | 0.03% | +614+15.2% | Added |
| Mission Wealth Management, LP | 4,651 | $326.1K | 0.01% | −82−1.7% | Reduced |
| Boothbay Fund Management, LLC | 4,647 | $325.8K | 0.01% | +4,647 | New |
| Aureus Asset Management, LLC | 4,644 | $325.6K | 0.02% | 00.0% | Unchanged |
| IFC Advisors LLC | 4,630 | $324.7K | 0.05% | −190−3.9% | Reduced |
| IFG Advisory, LLC | 4,630 | $324.7K | 0.01% | +40+0.9% | Added |
| Prudential PLC | 4,591 | $321.9K | 0.00% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,559 | $319.7K | 0.06% | +20.0% | Added |
| Fox Run Management, L.L.C. | 4,537 | $318.1K | 0.05% | +4,537 | New |
| TCW Group Inc | 4,518 | $316.8K | 0.00% | +4,518 | New |
| Cornerstone Wealth Management, LLC | 4,506 | $316.0K | 0.02% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 4,501 | $315.6K | 0.08% | −969−17.7% | Reduced |
| AlphaGrep UK Ltd | 4,457 | $312.5K | 0.10% | +4,457 | New |
| Pallas Capital Advisors LLC | 4,457 | $312.5K | 0.01% | −437−8.9% | Reduced |
| Bank of Nova Scotia Trust Co | 4,437 | $311.1K | 0.03% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,426 | $310.0K | 0.11% | +4,426 | New |
| Cullen/Frost Bankers, Inc. | 4,419 | $309.8K | 0.00% | +203+4.8% | Added |
| CX Institutional | 4,403 | $309.0K | 0.01% | +176+4.2% | Added |
| S-Bank Fund Management Ltd | 4,386 | $307.5K | 0.04% | −91−2.0% | Reduced |
| Huntleigh Advisors, Inc. | 4,386 | $307.5K | 0.05% | +743+20.4% | Added |
| Heartland Bank & Trust Co | 4,371 | $306.5K | 0.13% | −64−1.4% | Reduced |
| Ingalls & Snyder LLC | 4,359 | $306.0K | 0.01% | −324−6.9% | Reduced |
| Simplicity Wealth,LLC | 4,353 | $305.3K | 0.02% | +1,649+61.0% | Added |
| Abacus Planning Group, Inc. | 4,307 | $302.0K | 0.04% | +20+0.5% | Added |
| Compass Capital Corp | 4,340 | $300.6K | 0.12% | −795−15.5% | Reduced |
| NDVR, Inc. | 4,256 | $298.4K | 0.25% | −633−12.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,252 | $298.1K | 0.05% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,233 | $296.8K | 0.00% | −1,812−30.0% | Reduced |
| Apella Capital, LLC | 4,112 | $288.3K | 0.01% | +92+2.3% | Added |
| Moneta Group Investment Advisors LLC | 4,088 | $286.7K | 0.00% | +116+2.9% | Added |
| EntryPoint Capital, LLC | 4,053 | $284.2K | 0.11% | +4,053 | New |
| Koshinski Asset Management, Inc. | 4,021 | $282.0K | 0.02% | −142−3.4% | Reduced |
| Somerset Trust Co | 4,021 | $282.0K | 0.09% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 4,010 | $281.2K | 0.07% | +4,010 | New |
| Nilsine Partners, LLC | 3,971 | $278.4K | 0.02% | +62+1.6% | Added |
| HighPoint Advisor Group LLC | 3,926 | $275.3K | 0.01% | +10+0.3% | Added |
| First Citizens Bank & Trust Co | 3,922 | $275.0K | 0.01% | +3,922 | New |
| West Family Investments, Inc. | 3,917 | $274.7K | 0.06% | −339−8.0% | Reduced |
| Arkadios Wealth Advisors | 3,907 | $274.0K | 0.01% | +744+23.5% | Added |
| Hamilton Wealth, LLC | 3,890 | $272.8K | 0.05% | +600+18.2% | Added |
| Keybank National Association | 3,863 | $270.9K | 0.00% | −1,989−34.0% | Reduced |
| BIP Wealth, LLC | 3,810 | $267.2K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,788 | $265.6K | 0.02% | +1,020+36.8% | Added |
| Fisher Asset Management, LLC | 3,773 | $264.6K | 0.00% | −1,248−24.9% | Reduced |
| CWS Financial Advisors, LLC | 3,758 | $263.5K | 0.07% | +3,758 | New |
| Strive Financial Group ,LLC | 3,744 | $262.5K | 0.14% | +3,744 | New |
| Parallel Advisors, LLC | 3,714 | $260.5K | 0.00% | −288−7.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,700 | $259.4K | 0.11% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 3,691 | $258.8K | 0.12% | −79−2.1% | Reduced |
| Cornerstone Financial Group, LLC | 3,682 | $258.2K | 0.18% | −45−1.2% | Reduced |
| Chilton Capital Management LLC | 3,667 | $257.1K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,653 | $256.1K | 0.02% | −574−13.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,630 | $254.5K | 0.04% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 3,606 | $252.9K | 0.03% | +868+31.7% | Added |
| Harbour Investments, Inc. | 3,576 | $250.7K | 0.01% | −29−0.8% | Reduced |
| Perbak Capital Partners LLP | 3,567 | $250.1K | 0.08% | +524+17.2% | Added |
| GTS Securities LLC | 3,554 | $249.2K | 0.01% | +217+6.5% | Added |
| Whittier Trust Co | 3,499 | $244.9K | 0.00% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,485 | $244.4K | 0.02% | −61−1.7% | Reduced |
| First Nebraska Trust Co | 3,465 | $243.0K | 0.02% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 3,450 | $241.9K | 0.01% | +901+35.3% | Added |
| Crumly & Associates Inc. | 3,431 | $240.6K | 0.05% | +4+0.1% | Added |
| Fundamentun, LLC | 3,423 | $240.0K | 0.01% | −36−1.0% | Reduced |
| Sowell Financial Services LLC | 3,400 | $238.4K | 0.01% | +83+2.5% | Added |
| ABLE Financial Group, LLC | 3,391 | $237.8K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,387 | $237.5K | 0.01% | −191−5.3% | Reduced |
| PUREfi Wealth, LLC | 3,382 | $237.1K | 0.18% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3,370 | $236.3K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Advisors, LLC | 3,368 | $236.2K | 0.16% | +3,368 | New |
| Trust Asset Management LLC | 3,346 | $234.6K | 0.02% | −132−3.8% | Reduced |
| Profund Advisors LLC | 3,321 | $232.9K | 0.01% | −811−19.6% | Reduced |
| Fayez Sarofim & Co | 3,300 | $231.4K | 0.00% | −349−9.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,300 | $231.4K | 0.04% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 3,273 | $229.5K | 0.26% | 00.0% | Unchanged |
| Alpha Family Trust | 3,195 | $224.0K | 0.10% | 00.0% | Unchanged |
| Marble Wealth, LLC | 3,175 | $222.7K | 0.03% | +3,175 | New |