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 |
|---|---|---|---|---|---|
| Florida Financial Advisors, LLC | 3,163 | $221.8K | 0.06% | +3,163 | New |
| Blue Rock Wealth Management LLC | 3,159 | $221.5K | 0.14% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,173 | $217.3K | 0.03% | +157+5.2% | Added |
| FineMark National Bank & Trust | 3,098 | $217.2K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 3,093 | $216.9K | 0.03% | −61,963−95.2% | Reduced |
| 1st Source Bank | 3,075 | $215.6K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 3,063 | $214.8K | 0.00% | +34+1.1% | Added |
| Crestwood Advisors Group LLC | 3,056 | $214.3K | 0.00% | −825−21.3% | Reduced |
| Hancock Whitney Corp | 3,049 | $213.8K | 0.00% | −694−18.5% | Reduced |
| Kingsview Wealth Management, LLC | 3,038 | $213.0K | 0.00% | −30−1.0% | Reduced |
| Lantz Financial LLC | 3,034 | $212.7K | 0.04% | −57−1.8% | Reduced |
| MQS Management LLC | 3,034 | $212.7K | 0.13% | +3,034 | New |
| TD Waterhouse Canada Inc. | 3,025 | $212.1K | 0.00% | +480+18.9% | Added |
| Tradewinds, LLC. | 3,013 | $211.2K | 0.05% | −49−1.6% | Reduced |
| SmartHarvest Portfolios, LLC | 3,012 | $211.2K | 0.07% | +3,012 | New |
| Smartleaf Asset Management LLC | 2,967 | $210.1K | 0.01% | −358−10.8% | Reduced |
| Barnes Wealth Management Group, Inc | 2,978 | $208.8K | 0.11% | +3+0.1% | Added |
| Woodmont Investment Counsel LLC | 2,970 | $208.3K | 0.01% | 00.0% | Unchanged |
| Summitry LLC | 2,955 | $207.2K | 0.01% | +2,955 | New |
| Regions Financial Corp | 2,938 | $206.0K | 0.00% | +2,938 | New |
| Fiduciary Trust Co | 2,924 | $205.0K | 0.00% | −38−1.3% | Reduced |
| Spears Abacus Advisors LLC | 2,904 | $203.6K | 0.00% | 00.0% | Unchanged |
| Exit Wealth Advisors, LLC. | 2,880 | $201.9K | 0.12% | +4+0.1% | Added |
| StoneX Group Inc. | 2,877 | $201.8K | 0.01% | +2,877 | New |
| Graham Capital Wealth Management, LLC | 2,877 | $201.7K | 0.19% | −1,400−32.7% | Reduced |
| Allworth Financial LP | 2,867 | $201.0K | 0.00% | −461−13.9% | Reduced |
| Heritage Wealth Advisors | 2,863 | $200.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,858 | $200.4K | 0.06% | +707+32.9% | Added |
| Cigna Investments Inc | 2,847 | $200.0K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,758 | $193.4K | 0.02% | +212+8.3% | Added |
| Hamilton Capital Partners Inc. | 2,738 | $192.0K | 0.01% | −1,433−34.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,693 | $188.8K | 0.00% | −102−3.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,545 | $178.4K | 0.06% | +1,784+234.4% | Added |
| Eagle Bay Advisors LLC | 2,496 | $175.0K | 0.13% | −243−8.9% | Reduced |
| Employees Retirement System of Texas | 2,400 | $168.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $154.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,194 | $153.9K | 0.00% | +11+0.5% | Added |
| ORG Wealth Partners, LLC | 2,138 | $149.9K | 0.04% | −95−4.3% | Reduced |
| JFS Wealth Advisors, LLC | 2,042 | $143.2K | 0.01% | +115+6.0% | Added |
| AdvisorNet Financial, Inc | 1,981 | $138.9K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,905 | $133.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,863 | $130.6K | 0.01% | +55+3.0% | Added |
| AlphaCentric Advisors LLC | 1,830 | $128.3K | 0.13% | +1,830 | New |
| Hantz Financial Services, Inc. | 1,829 | $128.0K | 0.00% | +953+108.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,728 | $121.2K | 0.02% | −1,092−38.7% | Reduced |
| Covestor Ltd | 1,734 | $121.0K | 0.06% | +678+64.2% | Added |
| Huntington National Bank | 1,705 | $119.6K | 0.00% | −669−28.2% | Reduced |
| St. Johns Investment Management Company, LLC | 1,687 | $118.3K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,669 | $117.0K | 0.01% | −352−17.4% | Reduced |
| Eastern Bank | 1,666 | $116.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,548 | $108.3K | 0.00% | −3−0.2% | Reduced |
| Anchor Investment Management, LLC | 1,545 | $108.3K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 1,500 | $105.2K | 0.01% | +2+0.1% | Added |
| Clearstead Advisors, LLC | 1,491 | $104.6K | 0.00% | +618+70.8% | Added |
| Harbor Investment Advisory, LLC | 1,390 | $97.5K | 0.01% | +40+3.0% | Added |
| FWL Investment Management, LLC | 1,375 | $96.4K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,347 | $94.5K | 0.00% | −65−4.6% | Reduced |
| Quent Capital, LLC | 1,306 | $91.6K | 0.01% | −58−4.3% | Reduced |
| Cheviot Value Management, LLC | 1,350 | $91.4K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,301 | $91.2K | 0.00% | −151−10.4% | Reduced |
| Fortitude Family Office, LLC | 1,261 | $88.4K | 0.02% | −12−0.9% | Reduced |
| Westpac Banking Corp | 1,257 | $88.1K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 1,256 | $88.1K | 0.06% | +1,256 | New |
| Pandora Wealth, Inc. | 1,167 | $81.8K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,110 | $77.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,061 | $74.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,047 | $73.5K | 0.00% | −400−27.6% | Reduced |
| Duncker Streett & Co Inc | 1,012 | $71.0K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 990 | $69.4K | 0.02% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 900 | $63.1K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 883 | $61.9K | 0.03% | −16−1.8% | Reduced |
| Raiffeisen Bank International AG | 864 | $61.2K | 0.00% | +641+287.4% | Added |
| Onefund, LLC | 855 | $60.0K | 0.04% | +49+6.1% | Added |
| Pinnacle Bancorp, Inc. | 829 | $58.1K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 826 | $57.9K | 0.01% | +136+19.7% | Added |
| Root Financial Partners, LLC | 792 | $55.5K | 0.00% | +12+1.5% | Added |
| Basecamp Wealth Advisors LLC | 784 | $55.0K | 0.01% | +784 | New |
| Massmutual Trust Co FSB | 778 | $54.6K | 0.00% | −41−5.0% | Reduced |
| NBC Securities, Inc. | 773 | $54.2K | 0.00% | −3−0.4% | Reduced |
| eCIO, Inc. | 770 | $54.0K | 0.03% | +770 | New |
| Pinnacle Wealth Planning Services, Inc. | 766 | $53.7K | 0.01% | +766 | New |
| PFS Partners, LLC | 745 | $52.2K | 0.02% | +11+1.5% | Added |
| Sentry Investment Management LLC | 745 | $52.0K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 682 | $47.8K | 0.00% | +6+0.9% | Added |
| Davis Capital Management | 677 | $47.5K | 0.03% | −5−0.7% | Reduced |
| Parkside Financial Bank & Trust | 673 | $47.2K | 0.00% | −38−5.3% | Reduced |
| Trust Co | 657 | $46.1K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 622 | $43.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 611 | $42.8K | 0.01% | −61−9.1% | Reduced |
| Loomis Sayles & Co L P | 610 | $42.8K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 605 | $42.4K | 0.00% | +605 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $42.1K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 595 | $41.8K | 0.00% | +595 | New |
| Raleigh Capital Management Inc. | 585 | $41.0K | 0.01% | −28−4.6% | Reduced |
| Quarry LP | 558 | $39.1K | 0.01% | +558 | New |
| Westside Investment Management, Inc. | 550 | $38.2K | 0.01% | +22+4.2% | Added |
| Sarver Vrooman Wealth Advisors | 539 | $37.8K | 0.02% | −325−37.6% | Reduced |
| Bryn Mawr Trust Co | 521 | $36.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 501 | $35.1K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 458 | $32.1K | 0.01% | +458 | New |