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 |
|---|---|---|---|---|---|
| 111 Capital | 4,253 | $281.9K | 0.07% | +4,253 | New |
| Oppenheimer & Co Inc | 4,300 | $285.0K | 0.00% | +4,300 | New |
| Syon Capital LLC | 4,305 | $285.3K | 0.01% | −733−14.5% | Reduced |
| Compass Capital Corp | 4,346 | $289.0K | 0.10% | +6+0.1% | Added |
| Ingalls & Snyder LLC | 4,359 | $289.0K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 4,372 | $289.8K | 0.01% | −612−12.3% | Reduced |
| Apella Capital, LLC | 4,337 | $289.8K | 0.00% | +225+5.5% | Added |
| Cadent Capital Advisors, LLC | 4,387 | $290.8K | 0.08% | −114−2.5% | Reduced |
| Bank of Nova Scotia Trust Co | 4,437 | $294.1K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,458 | $295.5K | 0.00% | +4,458 | New |
| Heartland Bank & Trust Co | 4,491 | $297.7K | 0.07% | +120+2.7% | Added |
| Aureus Asset Management, LLC | 4,500 | $298.3K | 0.02% | −144−3.1% | Reduced |
| Cornerstone Wealth Management, LLC | 4,506 | $298.7K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 4,520 | $299.6K | 0.02% | +867+23.7% | Added |
| Delta Investment Management, LLC | 4,581 | $303.6K | 0.05% | +22+0.5% | Added |
| IFC Advisors LLC | 4,587 | $304.0K | 0.04% | −43−0.9% | Reduced |
| Fidelis Capital Partners, LLC | 4,591 | $304.3K | 0.02% | −209−4.4% | Reduced |
| Prudential PLC | 4,591 | $304.3K | 0.00% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 4,604 | $305.1K | 0.02% | +251+5.8% | Added |
| Cullen/Frost Bankers, Inc. | 4,615 | $305.9K | 0.00% | +196+4.4% | Added |
| BCS Private Wealth Management, Inc. | 4,639 | $307.5K | 0.09% | +4,639 | New |
| Mission Wealth Management, LP | 4,641 | $307.6K | 0.01% | −10−0.2% | Reduced |
| Spirepoint Private Client, LLC | 4,690 | $310.9K | 0.03% | −324−6.5% | Reduced |
| Impact Partnership Wealth, LLC | 4,708 | $312.1K | 0.04% | −10,424−68.9% | Reduced |
| Fox Run Management, L.L.C. | 4,714 | $312.3K | 0.05% | +177+3.9% | Added |
| Manchester Financial Inc | 4,763 | $315.7K | 0.06% | −2,059−30.2% | Reduced |
| Atomi Financial Group, Inc. | 4,764 | $315.7K | 0.01% | −303−6.0% | Reduced |
| Assenagon Asset Management S.A. | 4,778 | $316.7K | 0.00% | −2,560−34.9% | Reduced |
| EverSource Wealth Advisors, LLC | 4,812 | $318.9K | 0.01% | −363−7.0% | Reduced |
| Financial Security Advisor, Inc. | 4,818 | $319.3K | 0.06% | −18−0.4% | Reduced |
| Genesis Private Wealth, LLC | 4,884 | $323.7K | 0.10% | −50−1.0% | Reduced |
| Cushing Capital Partners, LLC | 4,996 | $331.1K | 0.25% | −6,839−57.8% | Reduced |
| Perpetual Ltd | 5,095 | $337.7K | 0.01% | 00.0% | Unchanged |
| Odyssean, LLC | 5,098 | $337.9K | 0.12% | +5,098 | New |
| Gallacher Capital Management LLC | 5,128 | $339.9K | 0.13% | +5,128 | New |
| Fifth Third Wealth Advisors LLC | 5,129 | $339.9K | 0.01% | −679−11.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 5,130 | $340.0K | 0.02% | +207+4.2% | Added |
| TruNorth Capital Management, LLC | 5,240 | $347.3K | 0.07% | 00.0% | Unchanged |
| Beacon Financial Group | 5,261 | $348.7K | 0.03% | +3+0.1% | Added |
| Huntleigh Advisors, Inc. | 5,299 | $351.2K | 0.06% | +913+20.8% | Added |
| Vontobel Holding Ltd. | 5,314 | $352.2K | 0.00% | +591+12.5% | Added |
| Concentric Capital Strategies, LP | 5,327 | $353.1K | 0.03% | +5,327 | New |
| YHB Investment Advisors, Inc. | 5,346 | $354.3K | 0.03% | −2,915−35.3% | Reduced |
| Strategy Asset Managers LLC | 5,352 | $354.7K | 0.06% | −6,887−56.3% | Reduced |
| STRS Ohio | 5,378 | $356.5K | 0.00% | −1,573−22.6% | Reduced |
| SummitTX Capital, L.P. | 5,489 | $363.8K | 0.01% | −8,773−61.5% | Reduced |
| Firethorn Wealth Partners, LLC | 5,497 | $364.3K | 0.13% | −13−0.2% | Reduced |
| Wealthspire Advisors, LLC | 5,509 | $365.1K | 0.00% | −1,115−16.8% | Reduced |
| Snowden Capital Advisors LLC | 5,527 | $366.3K | 0.01% | −827−13.0% | Reduced |
| Sun Financial Inc | 5,570 | $367.8K | 0.18% | −304−5.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,575 | $369.5K | 0.04% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 5,600 | $371.2K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,634 | $373.4K | 0.01% | +281+5.2% | Added |
| Geneos Wealth Management Inc. | 5,647 | $374.3K | 0.01% | +3,453+157.4% | Added |
| Lincoln Capital LLC | 5,692 | $377.3K | 0.07% | 00.0% | Unchanged |
| CenterBook Partners LP | 5,722 | $379.3K | 0.02% | +5,722 | New |
| Prime Capital Investment Advisors, LLC | 5,765 | $382.1K | 0.00% | −49−0.8% | Reduced |
| Romano Brothers and Company | 5,770 | $382.4K | 0.04% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,792 | $383.9K | 0.02% | −807−12.2% | Reduced |
| Davis Asset Management, L.P. | 5,804 | $384.7K | 0.01% | +5,804 | New |
| Atticus Wealth Management, LLC | 5,858 | $388.3K | 0.11% | +147+2.6% | Added |
| Pensionmark Financial Group, LLC | 5,867 | $388.8K | 0.01% | −863−12.8% | Reduced |
| Heritage Family Offices, LLP | 5,900 | $391.1K | 0.17% | −2,375−28.7% | Reduced |
| Visionary Wealth Advisors | 6,007 | $398.1K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 6,020 | $399.0K | 0.00% | −4,924−45.0% | Reduced |
| Thrive Wealth Management, LLC | 6,050 | $401.0K | 0.06% | −420−6.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 6,057 | $401.5K | 0.01% | +206+3.5% | Added |
| Claro Advisors LLC | 6,071 | $402.4K | 0.05% | +6,071 | New |
| Greenleaf Trust | 6,125 | $406.0K | 0.00% | −176−2.8% | Reduced |
| Westco Advisory Services Inc | 6,137 | $406.8K | 0.26% | −209−3.3% | Reduced |
| Private Trust Co NA | 6,142 | $407.1K | 0.04% | +53+0.9% | Added |
| Wealth Quarterback LLC | 6,153 | $407.8K | 0.16% | +148+2.5% | Added |
| Baron Wealth Management LLC | 6,220 | $412.3K | 0.12% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 6,239 | $413.5K | 0.01% | +502+8.8% | Added |
| Naples Global Advisors, LLC | 6,288 | $416.8K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6,322 | $419.1K | 0.01% | −1,969−23.7% | Reduced |
| Osterweis Capital Management Inc | 6,331 | $419.6K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 6,336 | $419.9K | 0.01% | −764−10.8% | Reduced |
| Mather Group, LLC. | 6,377 | $422.7K | 0.00% | −301−4.5% | Reduced |
| Quadrant Capital Group LLC | 6,405 | $424.5K | 0.01% | −458−6.7% | Reduced |
| Diligent Investors, LLC | 6,411 | $424.9K | 0.11% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 6,547 | $433.9K | 0.01% | −4,200−39.1% | Reduced |
| Crawford Investment Counsel Inc | 6,635 | $439.8K | 0.01% | −30.0% | Reduced |
| Principal Securities, Inc. | 6,700 | $444.1K | 0.01% | +429+6.8% | Added |
| Dynamic Advisor Solutions LLC | 6,744 | $447.0K | 0.01% | +1,030+18.0% | Added |
| Investment Partners Asset Management, Inc. | 6,750 | $447.4K | 0.28% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 6,804 | $451.0K | 0.02% | −418−5.8% | Reduced |
| AE Wealth Management LLC | 6,825 | $452.3K | 0.00% | −197−2.8% | Reduced |
| Sagespring Wealth Partners, LLC | 6,836 | $453.1K | 0.01% | −406−5.6% | Reduced |
| Clear Harbor Asset Management, LLC | 6,876 | $455.7K | 0.03% | +25+0.4% | Added |
| Wealth Advisors of Iowa, LLC | 6,912 | $458.1K | 0.14% | +30+0.4% | Added |
| Glenmede Trust Co NA | 6,916 | $458.4K | 0.00% | −325−4.5% | Reduced |
| CAPROCK Group, Inc. | 6,923 | $458.9K | 0.01% | +6,923 | New |
| Canada Post Corp Registered Pension Plan | 7,005 | $464.3K | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 7,027 | $465.8K | 0.02% | −1,135−13.9% | Reduced |
| Laird Norton Trust Company, LLC | 7,149 | $473.8K | 0.01% | +1,498+26.5% | Added |
| Venturi Wealth Management, LLC | 7,200 | $477.2K | 0.02% | −2,537−26.1% | Reduced |
| International Assets Investment Management, LLC | 7,320 | $477.8K | 0.03% | −638−8.0% | Reduced |
| Busey Wealth Management | 7,214 | $478.1K | 0.01% | +7,214 | New |
| Advisors Capital Management, LLC | 7,226 | $479.0K | 0.01% | −44−0.6% | Reduced |