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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 452 | $31.7K | 0.00% | −7−1.5% | Reduced |
| Clear Street Markets LLC | 445 | $31.2K | 0.01% | −72−13.9% | Reduced |
| CGC Financial Services, LLC | 421 | $29.5K | 0.01% | 00.0% | Unchanged |
| DV Equities, LLC | 419 | $29.4K | 0.01% | +419 | New |
| Bogart Wealth, LLC | 404 | $28.3K | 0.00% | −26−6.0% | Reduced |
| UMA Financial Services, Inc. | 398 | $27.9K | 0.00% | −125−23.9% | Reduced |
| Armstrong Advisory Group, Inc | 397 | $27.8K | 0.00% | −65−14.1% | Reduced |
| Pittenger & Anderson Inc | 375 | $26.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 360 | $26.0K | 0.01% | +210+140.0% | Added |
| Hilltop National Bank | 364 | $25.5K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 352 | $24.7K | 0.02% | +352 | New |
| CoreCap Advisors, LLC | 349 | $24.5K | 0.00% | +25+7.7% | Added |
| Crewe Advisors LLC | 348 | $24.4K | 0.00% | +180+107.1% | Added |
| Compass Financial Services Inc | 343 | $24.0K | 0.01% | +6+1.8% | Added |
| Prestige Wealth Management Group LLC | 341 | $23.9K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 337 | $23.6K | 0.01% | 00.0% | Unchanged |
| Align Financial, LLC | 23,350 | $23.4K | 0.01% | +23,350 | New |
| Navalign, LLC | 322 | $22.6K | 0.01% | +322 | New |
| Bayban | 315 | $22.1K | 0.02% | +315 | New |
| Manchester Capital Management LLC | 313 | $21.9K | 0.00% | +163+108.7% | Added |
| Asset Dedication, LLC | 311 | $21.8K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 308 | $21.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 305 | $21.4K | 0.00% | +80+35.6% | Added |
| Leonteq Securities AG | 300 | $21.0K | 0.00% | −1,005−77.0% | Reduced |
| Private Wealth Management Group, LLC | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 297 | $20.8K | 0.00% | +77+35.0% | Added |
| Reflection Asset Management | 289 | $20.3K | 0.01% | +289 | New |
| Horizon Financial Services, LLC | 268 | $18.8K | 0.01% | +34+14.5% | Added |
| Strategic Wealth Partners, Ltd. | 250 | $17.5K | 0.00% | −275−52.4% | Reduced |
| MidFirst Bank | 247 | $17.3K | 0.00% | +247 | New |
| Financial Consulate, Inc | 241 | $16.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 240 | $16.8K | 0.00% | −124−34.1% | Reduced |
| Princeton Global Asset Management LLC | 225 | $15.8K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 225 | $15.8K | 0.02% | +225 | New |
| Fideuram Asset Management (Ireland) dac | 267 | $15.3K | 0.00% | +267 | New |
| Farmers & Merchants Investments Inc | 204 | $14.3K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 199 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 199 | $14.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 195 | $13.7K | 0.00% | −2,881−93.7% | Reduced |
| City Holding Co | 190 | $13.3K | 0.00% | +190 | New |
| Keating Financial Advisory Services, Inc. | 186 | $13.0K | 0.00% | +186 | New |
| WPG Advisers, LLC | 185 | $13.0K | 0.01% | −575−75.7% | Reduced |
| True Wealth Design, LLC | 180 | $12.6K | 0.00% | −18−9.1% | Reduced |
| Bruce G. Allen Investments, LLC | 177 | $12.4K | 0.01% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 175 | $12.3K | 0.00% | +175 | New |
| Rosenberg Matthew Hamilton | 173 | $12.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 166 | $11.7K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 163 | $11.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 160 | $11.2K | 0.00% | +160 | New |
| Global Wealth Strategies & Associates | 160 | $11.2K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 150 | $10.5K | 0.00% | +24+19.0% | Added |
| LGT Financial Advisors LLC | 141 | $9.87K | 0.06% | +2+1.4% | Added |
| Johnson Financial Group, Inc. | 138 | $9.68K | 0.00% | −618−81.7% | Reduced |
| Financial Management Professionals, Inc. | 137 | $9.61K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 136 | $9.54K | 0.00% | +87+177.6% | Added |
| GW&K Investment Management, LLC | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 132 | $9.00K | 0.01% | +132 | New |
| Essential Partners LLC | 122 | $8.55K | 0.00% | −45−26.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 117 | $8.20K | 0.00% | +117 | New |
| SJS Investment Consulting Inc. | 113 | $7.92K | 0.00% | +26+29.9% | Added |
| DT Investment Partners, LLC | 112 | $7.85K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 110 | $7.75K | 0.00% | +110 | New |
| Archer Investment Corp | 109 | $7.64K | 0.00% | −3,457−96.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 108 | $7.57K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 104 | $7.29K | 0.00% | +2+2.0% | Added |
| Signature Equity Partners, LLC | 104 | $7.29K | 0.00% | +104 | New |
| Wolff Wiese Magana LLC | 101 | $7.08K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 108 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 99 | $6.94K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 98 | $6.87K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 97 | $6.80K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 96 | $6.73K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 95 | $6.66K | 0.00% | +42+79.2% | Added |
| SageView Advisory Group, LLC | 95 | $6.66K | 0.00% | +95 | New |
| Bravera Wealth | 95 | $6.66K | 0.00% | +95 | New |
| Zions Bancorporation, National Association | 90 | $6.31K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 82 | $5.75K | 0.00% | +82 | New |
| Raffa Wealth Management, LLC | 81 | $5.68K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 76 | $5.33K | 0.00% | +33+76.7% | Added |
| Mascoma Wealth Management LLC | 75 | $5.26K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 74 | $5.19K | 0.00% | +74 | New |
| First Command Advisory Services, Inc. | 70 | $4.91K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 65 | $4.56K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 64 | $4.49K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 60 | $4.21K | 0.00% | +60 | New |
| Union Savings Bank | 60 | $4.21K | 0.00% | +60 | New |
| Avion Wealth | 59 | $4.00K | 0.00% | −9−13.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 56 | $3.93K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 58 | $3.92K | 0.00% | +8+16.0% | Added |
| Westfuller Advisors, LLC | 53 | $3.74K | 0.00% | −1−1.9% | Reduced |
| Sunbelt Securities, Inc. | 50 | $3.51K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 50 | $3.51K | 0.00% | +50 | New |
| ORG Partners LLC | 49 | $3.43K | 0.00% | +13+36.1% | Added |
| Quattro Advisors LLC | 47 | $3.33K | 0.00% | +47 | New |
| Glen Eagle Advisors, LLC | 47 | $3.28K | 0.00% | +1+2.2% | Added |
| Sachetta, LLC | 46 | $3.23K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 43 | $3.02K | 0.00% | +43 | New |
| First United Bank Trust | 43 | $3.02K | 0.00% | −67−60.9% | Reduced |
| First PREMIER Bank | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 40 | $2.81K | 0.00% | −285−87.7% | Reduced |