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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.

Other share classesWRB.PEWRB.PFWRB.PGWRB.PH

13F holders, Q1 2026

Institutional positions in Berkley W R Corp as of Mar 31, 2026. 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
926
−9 vs. Q4 2025
Shares held
278.9M
+38.5M (+16.0%) vs. Q4 2025
Total value
$18.5B
+$1.63B (+9.7%) vs. Q4 2025
New holders
97
246 more added
Sold out
106
423 more reduced

17 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 926 institutions
Q1 2021: 507 institutionsQ2 2021: 526 institutionsQ3 2021: 513 institutionsQ4 2021: 575 institutionsQ1 2022: 617 institutionsQ2 2022: 665 institutionsQ3 2022: 667 institutionsQ4 2022: 716 institutionsQ1 2023: 693 institutionsQ2 2023: 660 institutionsQ3 2023: 667 institutionsQ4 2023: 728 institutionsQ1 2024: 772 institutionsQ2 2024: 758 institutionsQ3 2024: 800 institutionsQ4 2024: 876 institutionsQ1 2025: 915 institutionsQ2 2025: 923 institutionsQ3 2025: 934 institutionsQ4 2025: 952 institutionsQ1 2026: 926 institutionsQ2 2026: 954 institutions
Value heldQ1 2026: $18.5B
Q1 2021: $9.36BQ2 2021: $9.17BQ3 2021: $9.04BQ4 2021: $10.1BQ1 2022: $12.1BQ2 2022: $12.6BQ3 2022: $11.9BQ4 2022: $13.2BQ1 2023: $11.2BQ2 2023: $10.3BQ3 2023: $11.0BQ4 2023: $12.6BQ1 2024: $15.9BQ2 2024: $13.8BQ3 2024: $14.8BQ4 2024: $15.3BQ1 2025: $18.7BQ2 2025: $18.7BQ3 2025: $18.7BQ4 2025: $19.9BQ1 2026: $18.5BQ2 2026: $19.7B
Institutions holding WRB and their total value by quarter
QuarterHoldersValue
Q2 2026954$19.7B
Q1 2026926$18.5B
Q4 2025952$19.9B
Q3 2025934$18.7B
Q2 2025923$18.7B
Q1 2025915$18.7B
Q4 2024876$15.3B
Q3 2024800$14.8B
Q2 2024758$13.8B
Q1 2024772$15.9B
Q4 2023728$12.6B
Q3 2023667$11.0B
Q2 2023660$10.3B
Q1 2023693$11.2B
Q4 2022716$13.2B
Q3 2022667$11.9B
Q2 2022665$12.6B
Q1 2022617$12.1B
Q4 2021575$10.1B
Q3 2021513$9.04B
Q2 2021526$9.17B
Q1 2021507$9.36B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q4 2025.

Institutions holding WRB in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd190$400.00%−26−12.0%Reduced
TFC Financial Management1$670.00%00.0%Unchanged
3 Factor Indexing, LLC1$670.00%+1New
SOA Wealth Advisors, LLC.1$680.00%00.0%Unchanged
Arcadia Investment Management Corp2$1330.00%00.0%Unchanged
Abound Wealth Management3$1710.00%00.0%Unchanged
Curio Wealth, LLC3$1990.00%+3New
Napier Financial, LLC3$1990.00%+3New
American Capital Advisory, LLC4$2660.00%−7−63.6%Reduced
Nvest Wealth Strategies, Inc.4$2660.00%+4New
Intentional Wealth Strategies, LLC5$3310.00%+5New
Nemes Rush Group LLC6$3980.00%00.0%Unchanged
Valued Wealth Advisors LLC6$3980.00%00.0%Unchanged
Seneschal Advisors, LLC6$3980.00%00.0%Unchanged
Quaker Wealth Management, LLC8$5310.00%−3−27.3%Reduced
United Community Bank9$5970.00%00.0%Unchanged
Wall Street Financial Group, Inc.9$5970.00%+9New
Golden State Equity Partners10$6620.00%+10New
WestEnd Advisors, LLC10$6630.00%00.0%Unchanged
Anfield Capital Management, LLC10$6630.00%00.0%Unchanged
USA Financial Portformulas Corp11$7290.00%00.0%Unchanged
Wealth Preservation Advisors, LLC12$7950.00%00.0%Unchanged
Silver Grove Financial Group, Inc.12$7950.00%+12New
Rachor Investment Advisory Services, LLC13$8620.00%00.0%Unchanged
1015 Capital Partners, LLC13$8620.00%00.0%Unchanged
SHP Wealth Management13$8620.00%+13New
Aventura Private Wealth, LLC14$9280.00%00.0%Unchanged
HFM Investment Advisors, LLC14$9280.00%+1+7.7%Added
Newbridge Financial Services Group, Inc.15$9940.00%−25,063−99.9%Reduced
First Horizon Corp15$9940.00%+15New
Penserra Capital Management LLC30$1.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc8$1.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC16$1.06K0.00%00.0%Unchanged
Bell Investment Advisors, Inc16$1.06K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC18$1.19K0.00%+4+28.6%Added
Key Financial Inc19$1.26K0.00%00.0%Unchanged
NBT Bank N A19$1.26K0.00%+19New
Richardson Capital Management LLC20$1.33K0.00%+20New
Bare Financial Services, Inc20$1.33K0.00%+20New
Vermillion Wealth Management, Inc.21$1.39K0.00%+21New
ZRC Wealth Management, LLC22$1.46K0.00%+18+450.0%Added
Jackson, Grant Investment Advisers, Inc.24$1.59K0.00%00.0%Unchanged
Aspect Partners, LLC24$1.59K0.00%00.0%Unchanged
Rialto Wealth Management, LLC25$1.66K0.00%+10+66.7%Added
Sunrise Financial Services, LLC27$1.79K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd27$1.79K0.00%+27New
Estabrook Capital Management28$1.86K0.00%+28New
JPL Wealth Management, LLC28$1.86K0.00%+28New
Burk Holdings LLC28$1.86K0.00%+28New
Dunhill Financial, LLC29$1.95K0.00%−1−3.3%Reduced
Atlantic Union Bankshares Corp30$1.99K0.00%+30New
Avion Wealth38$2.00K0.00%−21−35.6%Reduced
Sunbelt Securities, Inc.31$2.06K0.00%−19−38.0%Reduced
Cornerstone Financial Management LLC31$2.06K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC34$2.25K0.00%00.0%Unchanged
Fountainhead AM, LLC34$2.25K0.00%+34New
Operose Advisors LLC34$2.25K0.00%+34New
Purpose Unlimited Inc.35$2.32K0.00%+35New
Hughes Financial Services, LLC36$2.39K0.00%+2+5.9%Added
C M Bidwell & Associates Ltd40$2.65K0.00%00.0%Unchanged
RMG Wealth Management LLC40$2.66K0.00%+40New
First United Bank Trust43$2.85K0.00%00.0%Unchanged
Hilton Head Capital Partners, LLC43$2.85K0.00%+20+87.0%Added
Signature Equity Partners, LLC44$2.94K0.00%−60−57.7%Reduced
Salem Investment Counselors Inc45$2.98K0.00%+45New
First PREMIER Bank43$3.00K0.00%00.0%Unchanged
Sachetta, LLC46$3.05K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC47$3.10K0.00%00.0%Unchanged
Kilter Group LLC47$3.12K0.00%+20+74.1%Added
Sound Income Strategies, LLC48$3.13K0.00%+48New
Clear Street Markets LLC49$3.25K0.00%−396−89.0%Reduced
Clayton Financial Group LLC50$3.31K0.00%00.0%Unchanged
Westfuller Advisors, LLC52$3.47K0.00%−1−1.9%Reduced
Bay Harbor Wealth Management, LLC54$3.58K0.00%+14+35.0%Added
DiNuzzo Private Wealth, Inc.56$3.71K0.00%00.0%Unchanged
Essential Partners LLC58$3.84K0.00%−64−52.5%Reduced
Union Savings Bank60$3.98K0.00%00.0%Unchanged
SBI Securities Co., Ltd.65$4.31K0.00%+44+209.5%Added
SJS Investment Consulting Inc.67$4.44K0.00%−46−40.7%Reduced
Philadelphia Investment Partners, LLC69$4.59K0.00%+69New
Cornerstone Planning Group LLC70$4.59K0.00%+12+20.7%Added
Salomon & Ludwin, LLC70$4.62K0.00%−96−57.8%Reduced
Park Place Capital Corp74$4.91K0.00%00.0%Unchanged
Mascoma Wealth Management LLC75$4.97K0.00%00.0%Unchanged
Tower View Investment Management & Research LLC76$5.04K0.00%+76New
Raffa Wealth Management, LLC84$5.57K0.00%+3+3.7%Added
First Command Advisory Services, Inc.86$5.70K0.00%+16+22.9%Added
South State Corp.88$5.83K0.00%−62−41.3%Reduced
Wealth Enhancement Trust Services, Inc.89$5.90K0.00%−28−23.9%Reduced
Addison Advisors LLC91$6.03K0.00%+91New
True Wealth Design, LLC92$6.10K0.00%−88−48.9%Reduced
Clark Wealth Partners95$6.30K0.00%−4−4.0%Reduced
Legacy Wealth Managment, LLC95$6.30K0.00%00.0%Unchanged
Caitlin John, LLC96$6.36K0.00%00.0%Unchanged
Colonial Trust Advisors97$6.43K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC98$6.50K0.00%00.0%Unchanged
Wolff Wiese Magana LLC101$6.70K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton102$6.73K0.00%−71−41.0%Reduced
MV Capital Management, Inc.102$6.76K0.00%−2−1.9%Reduced
Ogorek Anthony Joseph108$7.00K0.00%00.0%Unchanged