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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1,268 | $84.0K | 0.01% | +207+19.5% | Added |
| Federated Hermes, Inc. | 1,287 | $85.3K | 0.00% | −14−1.1% | Reduced |
| Quent Capital, LLC | 1,314 | $87.1K | 0.01% | +8+0.6% | Added |
| Cheviot Value Management, LLC | 1,350 | $89.5K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 1,352 | $89.6K | 0.00% | −314−18.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,390 | $92.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,419 | $93.9K | 0.00% | −129−8.3% | Reduced |
| Cary Street Partners Financial LLC | 1,428 | $94.6K | 0.00% | +1,428 | New |
| Huntington National Bank | 1,446 | $95.8K | 0.00% | −259−15.2% | Reduced |
| First Pacific Financial | 1,490 | $98.7K | 0.01% | −10−0.7% | Reduced |
| Anchor Investment Management, LLC | 1,545 | $102.4K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,693 | $112.2K | 0.02% | −35−2.0% | Reduced |
| Versant Capital Management, Inc | 1,759 | $116.6K | 0.01% | +90+5.4% | Added |
| Central Trust Co | 1,778 | $117.8K | 0.00% | +431+32.0% | Added |
| FIL Ltd | 1,797 | $119.1K | 0.00% | +1,797 | New |
| Acadian Asset Management LLC | 1,905 | $126.0K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,930 | $127.9K | 0.13% | +100+5.5% | Added |
| AdvisorNet Financial, Inc | 1,959 | $129.8K | 0.01% | −22−1.1% | Reduced |
| JFS Wealth Advisors, LLC | 2,014 | $133.5K | 0.01% | −28−1.4% | Reduced |
| St. Johns Investment Management Company, LLC | 2,117 | $140.3K | 0.06% | +430+25.5% | Added |
| Ronald Blue Trust, Inc. | 2,127 | $141.0K | 0.00% | −566−21.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $145.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,270 | $150.5K | 0.00% | −597−20.8% | Reduced |
| Employees Retirement System of Texas | 2,400 | $159.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,467 | $163.5K | 0.04% | +2,467 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,470 | $163.7K | 0.07% | −75−2.9% | Reduced |
| Stephenson National Bank & Trust | 2,492 | $165.2K | 0.05% | −366−12.8% | Reduced |
| Whittier Trust Co | 2,584 | $171.0K | 0.00% | −915−26.2% | Reduced |
| Hamilton Capital Partners Inc. | 2,738 | $181.5K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 2,761 | $183.0K | 0.06% | −3,714−57.4% | Reduced |
| Heritage Wealth Advisors | 2,863 | $189.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,017 | $199.9K | 0.01% | +50+1.7% | Added |
| Crestwood Advisors Group LLC | 3,028 | $200.7K | 0.00% | −28−0.9% | Reduced |
| Barnes Wealth Management Group, Inc | 3,058 | $202.7K | 0.10% | +80+2.7% | Added |
| PUREfi Wealth, LLC | 3,082 | $204.3K | 0.13% | −300−8.9% | Reduced |
| RiverFront Investment Group, LLC | 3,085 | $204.5K | 0.00% | +3,085 | New |
| Kingsview Wealth Management, LLC | 3,085 | $204.5K | 0.00% | +47+1.5% | Added |
| J.W. Cole Advisors, Inc. | 3,091 | $204.9K | 0.01% | +3,091 | New |
| Regions Financial Corp | 3,101 | $205.5K | 0.00% | +163+5.5% | Added |
| Ignite Planners, LLC | 3,105 | $205.7K | 0.03% | +3,105 | New |
| Koshinski Asset Management, Inc. | 3,145 | $208.5K | 0.01% | −876−21.8% | Reduced |
| Sapient Capital LLC | 3,147 | $208.6K | 0.00% | +3,147 | New |
| Legacy Wealth Advisors, LLC | 3,159 | $209.4K | 0.11% | −209−6.2% | Reduced |
| Blue Rock Wealth Management LLC | 3,159 | $209.4K | 0.13% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,160 | $209.4K | 0.00% | +3,160 | New |
| Aaron Wealth Advisors | 3,184 | $211.0K | 0.01% | −1,575−33.1% | Reduced |
| Alpha Family Trust | 3,195 | $211.8K | 0.10% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 3,203 | $212.3K | 0.04% | +1,065+49.8% | Added |
| Citizens Financial Group Inc | 3,240 | $214.7K | 0.00% | −1,735−34.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,300 | $215.4K | 0.04% | 00.0% | Unchanged |
| Laurion Capital Management LP | 3,255 | $215.7K | 0.02% | +3,255 | New |
| Indie Asset Partners, LLC | 3,273 | $216.9K | 0.25% | 00.0% | Unchanged |
| Havemeyer Place LP | 3,294 | $218.3K | 0.03% | +3,294 | New |
| Fayez Sarofim & Co | 3,300 | $218.7K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,345 | $221.7K | 0.01% | −55−1.6% | Reduced |
| Trust Asset Management LLC | 3,346 | $221.8K | 0.02% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 3,370 | $223.4K | 0.04% | 00.0% | Unchanged |
| S&G Foundation | 3,375 | $223.7K | 0.01% | +3,375 | New |
| ABLE Financial Group, LLC | 3,391 | $224.8K | 0.04% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 3,396 | $225.1K | 0.04% | +303+9.8% | Added |
| Arkadios Wealth Advisors | 3,403 | $225.5K | 0.00% | −504−12.9% | Reduced |
| Nilsine Partners, LLC | 3,408 | $225.6K | 0.02% | −563−14.2% | Reduced |
| Crumly & Associates Inc. | 3,436 | $227.7K | 0.05% | +5+0.1% | Added |
| Cornerstone Financial Group, LLC | 3,457 | $229.5K | 0.15% | −225−6.1% | Reduced |
| First Nebraska Trust Co | 3,465 | $229.7K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,472 | $230.2K | 0.00% | −242−6.5% | Reduced |
| Avestar Capital, LLC | 3,475 | $230.3K | 0.02% | −10−0.3% | Reduced |
| CWS Financial Advisors, LLC | 3,496 | $231.7K | 0.06% | −262−7.0% | Reduced |
| Fundamentun, LLC | 3,507 | $232.5K | 0.01% | +84+2.5% | Added |
| West Family Investments, Inc. | 3,534 | $234.2K | 0.08% | −383−9.8% | Reduced |
| Wexford Capital LP | 3,600 | $238.6K | 0.04% | −1,400−28.0% | Reduced |
| Valeo Financial Advisors, LLC | 3,613 | $239.5K | 0.01% | −1,308−26.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,655 | $242.3K | 0.04% | +25+0.7% | Added |
| Woodward Diversified Capital, LLC | 3,631 | $242.7K | 0.11% | −60−1.6% | Reduced |
| Chilton Capital Management LLC | 3,667 | $243.0K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,673 | $243.4K | 0.01% | −115−3.0% | Reduced |
| Teacher Retirement System of Texas | 3,684 | $244.2K | 0.00% | −6,370−63.4% | Reduced |
| 1st Source Bank | 3,722 | $246.7K | 0.01% | +647+21.0% | Added |
| New Age Alpha Advisors, LLC | 3,728 | $247.1K | 0.01% | +278+8.1% | Added |
| Transamerica Financial Advisors, Inc. | 3,729 | $247.2K | 0.02% | +971+35.2% | Added |
| First Citizens Bank & Trust Co | 3,732 | $247.4K | 0.01% | −190−4.8% | Reduced |
| BIP Wealth, LLC | 3,775 | $250.2K | 0.01% | −35−0.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,880 | $257.1K | 0.05% | −1,623−29.5% | Reduced |
| Moneta Group Investment Advisors LLC | 3,966 | $262.9K | 0.00% | −122−3.0% | Reduced |
| Somerset Trust Co | 3,993 | $264.7K | 0.08% | −28−0.7% | Reduced |
| Advyzon Investment Management, LLC | 4,028 | $267.0K | 0.02% | +422+11.7% | Added |
| EntryPoint Capital, LLC | 4,053 | $268.6K | 0.08% | 00.0% | Unchanged |
| GTS Securities LLC | 4,069 | $269.7K | 0.01% | +515+14.5% | Added |
| Hantz Financial Services, Inc. | 4,068 | $270.0K | 0.00% | +2,239+122.4% | Added |
| CX Institutional | 4,082 | $271.0K | 0.01% | −321−7.3% | Reduced |
| Guggenheim Capital LLC | 4,097 | $271.5K | 0.00% | −1,310−24.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 4,100 | $271.7K | 0.11% | +400+10.8% | Added |
| Keybank National Association | 4,109 | $272.3K | 0.00% | +246+6.4% | Added |
| Abacus Planning Group, Inc. | 4,124 | $273.3K | 0.04% | −183−4.2% | Reduced |
| RSM US Wealth Management LLC | 4,136 | $274.1K | 0.00% | −750−15.3% | Reduced |
| Strive Financial Group ,LLC | 4,168 | $276.0K | 0.15% | +424+11.3% | Added |
| Florida Financial Advisors, LLC | 4,183 | $277.3K | 0.07% | +1,020+32.2% | Added |
| Meeder Advisory Services, Inc. | 4,217 | $279.5K | 0.01% | −1,144−21.3% | Reduced |
| S-Bank Fund Management Ltd | 4,229 | $280.3K | 0.04% | −157−3.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,252 | $281.8K | 0.05% | 00.0% | Unchanged |