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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 30,349 | $2.01M | 0.03% | +5,499+22.1% | Added |
| Dark Forest Capital Management LP | 30,250 | $2.00M | 0.18% | +12,542+70.8% | Added |
| Allstate Corp | 30,051 | $1.99M | 0.02% | +2,670+9.8% | Added |
| Citadel Investment Advisory, Inc. | 29,468 | $1.95M | 0.93% | −225−0.8% | Reduced |
| Nordea Investment Management AB | 29,566 | $1.95M | 0.00% | −1,900−6.0% | Reduced |
| Axq Capital, LP | 29,345 | $1.94M | 0.25% | +29,345 | New |
| Applied Capital LLC | 29,068 | $1.93M | 1.40% | −607−2.0% | Reduced |
| Lido Advisors, LLC | 29,044 | $1.93M | 0.01% | +231+0.8% | Added |
| American Trust | 28,966 | $1.92M | 0.17% | +2,585+9.8% | Added |
| Ci Investments Inc. | 28,655 | $1.90M | 0.01% | +6,283+28.1% | Added |
| Neuberger Berman Group LLC | 28,590 | $1.89M | 0.00% | −7,516−20.8% | Reduced |
| National Pension Service | 28,415 | $1.88M | 0.00% | −96,826−77.3% | Reduced |
| Virtus Investment Advisers, Inc. | 28,228 | $1.87M | 0.52% | +1,960+7.5% | Added |
| TD Private Client Wealth LLC | 28,142 | $1.87M | 0.04% | −2,295−7.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,090 | $1.86M | 0.00% | −1,997−6.6% | Reduced |
| Belpointe Asset Management LLC | 27,312 | $1.81M | 0.07% | −615−2.2% | Reduced |
| Macquarie Group Ltd | 27,173 | $1.80M | 0.01% | −11,667−30.0% | Reduced |
| Scotia Capital Inc. | 27,157 | $1.80M | 0.01% | −10,645−28.2% | Reduced |
| Pacer Advisors, Inc. | 26,987 | $1.79M | 0.01% | −8,538−24.0% | Reduced |
| Beacon Pointe Advisors, LLC | 26,845 | $1.78M | 0.01% | +664+2.5% | Added |
| Nicholson Wealth Management Group, LLC | 26,841 | $1.78M | 1.04% | +2,332+9.5% | Added |
| Mariner, LLC | 26,480 | $1.76M | 0.00% | −90,487−77.4% | Reduced |
| Mirabella Financial Services LLP | 26,200 | $1.74M | 0.17% | +17,092+187.7% | Added |
| Empowered Funds, LLC | 25,841 | $1.71M | 0.01% | +25,841 | New |
| Schroder Investment Management Group | 25,812 | $1.71M | 0.00% | −73,009−73.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 25,654 | $1.70M | 0.01% | −19,228−42.8% | Reduced |
| Qsemble Capital Management, LP | 25,648 | $1.70M | 0.13% | +25,648 | New |
| EP Wealth Advisors, LLC | 25,135 | $1.67M | 0.01% | −2,276−8.3% | Reduced |
| Cypress Advisory Group LLC | 24,925 | $1.65M | 1.26% | +15+0.1% | Added |
| Grace & White Inc | 24,869 | $1.65M | 0.29% | 00.0% | Unchanged |
| We Are One Seven, LLC | 24,858 | $1.65M | 0.03% | −4,627−15.7% | Reduced |
| Donoghue Forlines LLC | 24,541 | $1.63M | 0.45% | −9,860−28.7% | Reduced |
| Crossmark Global Holdings, Inc. | 24,436 | $1.62M | 0.02% | −270−1.1% | Reduced |
| Parsons Capital Management Inc | 24,342 | $1.61M | 0.07% | +39+0.2% | Added |
| Elgethun Capital Management | 24,071 | $1.60M | 0.26% | +20.0% | Added |
| Personal Cfo Solutions, LLC | 23,802 | $1.58M | 0.22% | +364+1.6% | Added |
| Empire Financial Management Company, LLC | 23,604 | $1.56M | 0.35% | +1,446+6.5% | Added |
| Teachers Retirement System of the State of Kentucky | 23,600 | $1.56M | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 23,489 | $1.56M | 0.01% | +9,906+72.9% | Added |
| Skba Capital Management LLC | 23,376 | $1.55M | 0.21% | +50+0.2% | Added |
| Elm3 Financial Group, LLC | 23,280 | $1.54M | 1.30% | −956−3.9% | Reduced |
| Old Point Trust & Financial Services N A | 22,902 | $1.52M | 0.49% | −1,027−4.3% | Reduced |
| Diversify Wealth Management, LLC | 22,394 | $1.50M | 0.03% | +4,976+28.6% | Added |
| Bleakley Financial Group, LLC | 22,589 | $1.50M | 0.02% | −589−2.5% | Reduced |
| Bannerstone Capital Management, LLC | 22,483 | $1.49M | 1.55% | +284+1.3% | Added |
| Ostrum Asset Management | 22,457 | $1.49M | 0.08% | +2,588+13.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 21,599 | $1.43M | 0.58% | +10.0% | Added |
| Pullen Investment Management, LLC | 21,400 | $1.42M | 0.71% | −442−2.0% | Reduced |
| Public Employees Retirement Association of Colorado | 21,280 | $1.41M | 0.01% | −318,911−93.7% | Reduced |
| CWM Advisors, LLC | 21,211 | $1.41M | 0.08% | +16,553+355.4% | Added |
| Citizens National Bank Trust Department | 21,137 | $1.40M | 0.23% | 00.0% | Unchanged |
| Wellington Management Group LLP | 21,127 | $1.40M | 0.00% | +21,127 | New |
| D.A. Davidson & Co. | 21,114 | $1.40M | 0.01% | −465−2.2% | Reduced |
| Horizon Investments, LLC | 20,663 | $1.37M | 0.02% | −18,060−46.6% | Reduced |
| Summit Trail Advisors, LLC | 20,622 | $1.37M | 0.02% | +8,234+66.5% | Added |
| Sage Capital Advisors,llc | 20,518 | $1.36M | 0.32% | +40.0% | Added |
| Stegent Equity Advisors, Inc. | 20,432 | $1.35M | 1.15% | −2,246−9.9% | Reduced |
| DC Investments Management, LLC | 19,958 | $1.32M | 0.51% | +19,958 | New |
| Davenport & Co LLC | 19,855 | $1.32M | 0.01% | +684+3.6% | Added |
| Thrivent Financial for Lutherans | 19,801 | $1.31M | 0.00% | −46,786−70.3% | Reduced |
| Private Advisor Group, LLC | 19,142 | $1.27M | 0.01% | −845−4.2% | Reduced |
| Gulf International Bank (UK) Ltd | 19,096 | $1.27M | 0.03% | +3,453+22.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 18,721 | $1.24M | 0.00% | +6,853+57.7% | Added |
| Rothschild Investment LLC | 18,716 | $1.24M | 0.06% | +365+2.0% | Added |
| JSF Financial, LLC | 18,525 | $1.23M | 0.24% | +1,314+7.6% | Added |
| Independent Advisor Alliance | 18,509 | $1.23M | 0.01% | −16,227−46.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 18,480 | $1.23M | 0.00% | −2,642−12.5% | Reduced |
| Wealthfront Advisers LLC | 18,431 | $1.22M | 0.00% | −1,345−6.8% | Reduced |
| Investment Planning Advisors, Inc. | 18,402 | $1.22M | 0.34% | −50.0% | Reduced |
| Norinchukin Bank, The | 18,201 | $1.21M | 0.01% | −25−0.1% | Reduced |
| Almanack Investment Partners, LLC. | 18,145 | $1.20M | 0.20% | 00.0% | Unchanged |
| HM Payson & Co | 18,104 | $1.20M | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 18,094 | $1.20M | 0.01% | −6,595−26.7% | Reduced |
| Tema ETFs LLC | 18,025 | $1.19M | 0.08% | −1,738−8.8% | Reduced |
| Mizuho Securities USA LLC | 18,013 | $1.19M | 0.03% | −3,847−17.6% | Reduced |
| Andra AP-fonden | 17,907 | $1.19M | 0.01% | −158,593−89.9% | Reduced |
| Investment Management Corp of Ontario | 17,704 | $1.17M | 0.02% | −2,800−13.7% | Reduced |
| National Philanthropic Trust | 17,539 | $1.16M | 0.01% | −81−0.5% | Reduced |
| Hartford Investment Management Co | 17,427 | $1.16M | 0.04% | −209−1.2% | Reduced |
| Allianz Asset Management GmbH | 17,243 | $1.14M | 0.00% | +3,112+22.0% | Added |
| Catalyst Funds Management Pty Ltd | 17,152 | $1.14M | 0.19% | +17,152 | New |
| Inspire Advisors, LLC | 16,890 | $1.12M | 0.09% | +2,526+17.6% | Added |
| Wedbush Securities Inc | 16,876 | $1.12M | 0.03% | +126+0.8% | Added |
| Candriam Luxembourg S.C.A. | 16,814 | $1.11M | 0.01% | −9,521−36.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 16,780 | $1.11M | 0.28% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 16,715 | $1.11M | 0.03% | +11+0.1% | Added |
| TCW Group Inc | 16,587 | $1.10M | 0.01% | +12,069+267.1% | Added |
| Sepio Capital, LP | 16,542 | $1.10M | 0.06% | +2,026+14.0% | Added |
| Gateway Investment Advisers LLC | 16,537 | $1.10M | 0.01% | −75,117−82.0% | Reduced |
| Granite Bay Wealth Management, LLC | 16,210 | $1.07M | 0.23% | −5,000−23.6% | Reduced |
| Fairfield, Bush & Co. | 15,993 | $1.06M | 0.59% | +657+4.3% | Added |
| Advisory Alpha, LLC | 15,959 | $1.06M | 0.03% | +3,502+28.1% | Added |
| M&T Bank Corp | 15,755 | $1.04M | 0.00% | −935−5.6% | Reduced |
| Aurdan Capital Management, LLC | 15,678 | $1.04M | 0.31% | −3,517−18.3% | Reduced |
| Delphi Management Inc | 15,566 | $1.03M | 1.23% | −3,860−19.9% | Reduced |
| Savant Capital, LLC | 15,370 | $1.02M | 0.00% | −612−3.8% | Reduced |
| Ancora Advisors, LLC | 15,271 | $1.01M | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 15,200 | $1.01M | 0.02% | −100−0.7% | Reduced |
| US Bancorp | 15,195 | $1.01M | 0.00% | −1,882−11.0% | Reduced |
| Ballentine Partners, LLC | 15,125 | $1.00M | 0.01% | −439−2.8% | Reduced |