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, 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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cherry Tree Wealth Management, LLC | 108 | $7.16K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 109 | $7.22K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 110 | $7.29K | 0.00% | −187−63.0% | Reduced |
| Kemnay Advisory Services Inc. | 110 | $7.29K | 0.00% | +110 | New |
| DT Investment Partners, LLC | 112 | $7.42K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 123 | $8.00K | 0.00% | −2−1.6% | Reduced |
| IMG Wealth Management, Inc. | 125 | $8.29K | 0.01% | +92+278.8% | Added |
| Whipplewood Advisors, LLC | 132 | $8.75K | 0.00% | +132 | New |
| WPG Advisers, LLC | 135 | $8.95K | 0.01% | −50−27.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 136 | $9.01K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 141 | $9.34K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 145 | $9.61K | 0.00% | +8+5.8% | Added |
| Rossby Financial, LCC | 151 | $9.86K | 0.00% | +151 | New |
| Intesa Sanpaolo Wealth Management | 150 | $9.94K | 0.00% | −16,707−99.1% | Reduced |
| Innovative Asset Advisors Group, LLC | 153 | $10.2K | 0.01% | +153 | New |
| Beacon Investment Advisory Services, Inc. | 157 | $10.4K | 0.00% | +157 | New |
| MCF Advisors LLC | 160 | $10.6K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 160 | $10.6K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 163 | $10.8K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 165 | $10.9K | 0.00% | +165 | New |
| Ares Financial Consulting, LLC | 175 | $11.4K | 0.01% | −50−22.2% | Reduced |
| Zions Bancorporation, National Association | 175 | $11.6K | 0.00% | +85+94.4% | Added |
| Bruce G. Allen Investments, LLC | 177 | $11.7K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 178 | $11.8K | 0.00% | +178 | New |
| City Holding Co | 190 | $12.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 191 | $12.7K | 0.00% | −4−2.1% | Reduced |
| St Germain D J Co Inc | 199 | $13.2K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 199 | $13.2K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 214 | $14.2K | 0.00% | −127−37.2% | Reduced |
| Princeton Global Asset Management LLC | 225 | $14.9K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 225 | $14.9K | 0.00% | +39+21.0% | Added |
| Atlantic Trust, LLC | 240 | $15.9K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 245 | $16.2K | 0.00% | +4+1.7% | Added |
| MidFirst Bank | 247 | $16.4K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 250 | $16.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 300 | $19.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 302 | $20.0K | 0.00% | −3−1.0% | Reduced |
| Asset Dedication, LLC | 311 | $20.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 313 | $20.7K | 0.00% | 00.0% | Unchanged |
| Bayban | 315 | $20.9K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 319 | $21.1K | 0.00% | +19+6.3% | Added |
| IFP Advisors, Inc | 322 | $21.3K | 0.00% | −3,065−90.5% | Reduced |
| RWM Asset Management, LLC | 327 | $21.7K | 0.00% | +327 | New |
| Align Financial, LLC | 333 | $22.1K | 0.01% | −23,017−98.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 333 | $22.1K | 0.01% | +333 | New |
| Frazier Financial Advisors, LLC | 337 | $22.3K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 348 | $23.1K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 352 | $23.3K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 352 | $23.3K | 0.00% | +148+72.5% | Added |
| Colonial Trust Co | 353 | $23.4K | 0.00% | −258−42.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 360 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 364 | $24.1K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 373 | $24.7K | 0.00% | −884−70.3% | Reduced |
| Pittenger & Anderson Inc | 375 | $24.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 405 | $26.9K | 0.00% | +8+2.0% | Added |
| Bogart Wealth, LLC | 414 | $27.4K | 0.00% | +10+2.5% | Added |
| CGC Financial Services, LLC | 421 | $27.9K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 422 | $28.0K | 0.00% | +24+6.0% | Added |
| Triumph Capital Management | 481 | $31.9K | 0.01% | +23+5.0% | Added |
| CoreCap Advisors, LLC | 490 | $32.5K | 0.00% | +141+40.4% | Added |
| N.E.W. Advisory Services LLC | 501 | $33.2K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 521 | $34.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 550 | $36.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 550 | $36.5K | 0.00% | −228−29.3% | Reduced |
| Raleigh Capital Management Inc. | 575 | $38.1K | 0.01% | −10−1.7% | Reduced |
| Deseret Mutual Benefit Administrators | 579 | $38.4K | 0.01% | +271+88.0% | Added |
| Parkside Financial Bank & Trust | 581 | $38.5K | 0.00% | −92−13.7% | Reduced |
| Creative Financial Designs Inc | 588 | $39.0K | 0.00% | −459−43.8% | Reduced |
| Loomis Sayles & Co L P | 599 | $39.7K | 0.00% | −11−1.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $39.8K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 613 | $40.6K | 0.00% | +607+10,116.7% | Added |
| Coastline Trust Co | 622 | $41.2K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 625 | $41.4K | 0.00% | −5,432−89.7% | Reduced |
| Horizon Financial Services, LLC | 635 | $42.1K | 0.02% | +367+136.9% | Added |
| Trust Co | 658 | $43.6K | 0.00% | +1+0.2% | Added |
| Sarver Vrooman Wealth Advisors | 671 | $44.5K | 0.03% | +132+24.5% | Added |
| Davis Capital Management | 675 | $44.7K | 0.03% | −2−0.3% | Reduced |
| NBC Securities, Inc. | 741 | $49.1K | 0.00% | −32−4.1% | Reduced |
| PFS Partners, LLC | 746 | $49.4K | 0.02% | +1+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 766 | $50.8K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 784 | $52.0K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 825 | $53.9K | 0.03% | −30−3.5% | Reduced |
| Root Financial Partners, LLC | 825 | $54.7K | 0.00% | +33+4.2% | Added |
| Pinnacle Bancorp, Inc. | 829 | $54.9K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 830 | $55.0K | 0.01% | +378+83.6% | Added |
| Harbour Investments, Inc. | 851 | $56.4K | 0.00% | −2,725−76.2% | Reduced |
| REAP Financial Group, LLC | 863 | $57.2K | 0.01% | +37+4.5% | Added |
| Raiffeisen Bank International AG | 864 | $57.2K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 883 | $58.5K | 0.03% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 900 | $59.7K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 919 | $60.9K | 0.01% | −342−27.1% | Reduced |
| MAI Capital Management | 979 | $64.9K | 0.00% | +297+43.5% | Added |
| Measured Wealth Private Client Group, LLC | 990 | $65.6K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 997 | $66.0K | 0.00% | +997 | New |
| Duncker Streett & Co Inc | 1,012 | $67.1K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,110 | $73.6K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,125 | $74.6K | 0.02% | −250−18.2% | Reduced |
| Covestor Ltd | 1,129 | $75.0K | 0.05% | −605−34.9% | Reduced |
| Clearstead Advisors, LLC | 1,184 | $78.5K | 0.00% | −307−20.6% | Reduced |
| McGuire Capital Advisors Inc | 1,256 | $83.3K | 0.05% | 00.0% | Unchanged |