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 |
|---|---|---|---|---|---|
| Manchester Financial Inc | 4,763 | $315.7K | 0.06% | −2,059−30.2% | Reduced |
| Fox Run Management, L.L.C. | 4,714 | $312.3K | 0.05% | +177+3.9% | Added |
| Impact Partnership Wealth, LLC | 4,708 | $312.1K | 0.04% | −10,424−68.9% | Reduced |
| Spirepoint Private Client, LLC | 4,690 | $310.9K | 0.03% | −324−6.5% | Reduced |
| Mission Wealth Management, LP | 4,641 | $307.6K | 0.01% | −10−0.2% | Reduced |
| BCS Private Wealth Management, Inc. | 4,639 | $307.5K | 0.09% | +4,639 | New |
| Cullen/Frost Bankers, Inc. | 4,615 | $305.9K | 0.00% | +196+4.4% | Added |
| Simplicity Wealth,LLC | 4,604 | $305.1K | 0.02% | +251+5.8% | Added |
| 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 |
| IFC Advisors LLC | 4,587 | $304.0K | 0.04% | −43−0.9% | Reduced |
| Delta Investment Management, LLC | 4,581 | $303.6K | 0.05% | +22+0.5% | Added |
| Checchi Capital Advisers, LLC | 4,520 | $299.6K | 0.02% | +867+23.7% | Added |
| Cornerstone Wealth Management, LLC | 4,506 | $298.7K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 4,500 | $298.3K | 0.02% | −144−3.1% | Reduced |
| Heartland Bank & Trust Co | 4,491 | $297.7K | 0.07% | +120+2.7% | Added |
| Engineers Gate Manager LP | 4,458 | $295.5K | 0.00% | +4,458 | New |
| Bank of Nova Scotia Trust Co | 4,437 | $294.1K | 0.03% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 4,387 | $290.8K | 0.08% | −114−2.5% | Reduced |
| Apella Capital, LLC | 4,337 | $289.8K | 0.00% | +225+5.5% | Added |
| Daymark Wealth Partners, LLC | 4,372 | $289.8K | 0.01% | −612−12.3% | Reduced |
| Ingalls & Snyder LLC | 4,359 | $289.0K | 0.01% | 00.0% | Unchanged |
| Compass Capital Corp | 4,346 | $289.0K | 0.10% | +6+0.1% | Added |
| Syon Capital LLC | 4,305 | $285.3K | 0.01% | −733−14.5% | Reduced |
| Oppenheimer & Co Inc | 4,300 | $285.0K | 0.00% | +4,300 | New |
| 111 Capital | 4,253 | $281.9K | 0.07% | +4,253 | New |
| Mountain Pacific Investment Advisers Inc | 4,252 | $281.8K | 0.05% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 4,229 | $280.3K | 0.04% | −157−3.6% | Reduced |
| Meeder Advisory Services, Inc. | 4,217 | $279.5K | 0.01% | −1,144−21.3% | Reduced |
| Florida Financial Advisors, LLC | 4,183 | $277.3K | 0.07% | +1,020+32.2% | Added |
| Strive Financial Group ,LLC | 4,168 | $276.0K | 0.15% | +424+11.3% | Added |
| RSM US Wealth Management LLC | 4,136 | $274.1K | 0.00% | −750−15.3% | Reduced |
| Abacus Planning Group, Inc. | 4,124 | $273.3K | 0.04% | −183−4.2% | Reduced |
| Keybank National Association | 4,109 | $272.3K | 0.00% | +246+6.4% | Added |
| Caldwell Sutter Capital, Inc. | 4,100 | $271.7K | 0.11% | +400+10.8% | Added |
| Guggenheim Capital LLC | 4,097 | $271.5K | 0.00% | −1,310−24.2% | Reduced |
| CX Institutional | 4,082 | $271.0K | 0.01% | −321−7.3% | Reduced |
| Hantz Financial Services, Inc. | 4,068 | $270.0K | 0.00% | +2,239+122.4% | Added |
| GTS Securities LLC | 4,069 | $269.7K | 0.01% | +515+14.5% | Added |
| EntryPoint Capital, LLC | 4,053 | $268.6K | 0.08% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 4,028 | $267.0K | 0.02% | +422+11.7% | Added |
| Somerset Trust Co | 3,993 | $264.7K | 0.08% | −28−0.7% | Reduced |
| Moneta Group Investment Advisors LLC | 3,966 | $262.9K | 0.00% | −122−3.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,880 | $257.1K | 0.05% | −1,623−29.5% | Reduced |
| BIP Wealth, LLC | 3,775 | $250.2K | 0.01% | −35−0.9% | Reduced |
| First Citizens Bank & Trust Co | 3,732 | $247.4K | 0.01% | −190−4.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,729 | $247.2K | 0.02% | +971+35.2% | Added |
| New Age Alpha Advisors, LLC | 3,728 | $247.1K | 0.01% | +278+8.1% | Added |
| 1st Source Bank | 3,722 | $246.7K | 0.01% | +647+21.0% | Added |
| Teacher Retirement System of Texas | 3,684 | $244.2K | 0.00% | −6,370−63.4% | Reduced |
| Essex Financial Services, Inc. | 3,673 | $243.4K | 0.01% | −115−3.0% | Reduced |
| Chilton Capital Management LLC | 3,667 | $243.0K | 0.01% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 3,631 | $242.7K | 0.11% | −60−1.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,655 | $242.3K | 0.04% | +25+0.7% | Added |
| Valeo Financial Advisors, LLC | 3,613 | $239.5K | 0.01% | −1,308−26.6% | Reduced |
| Wexford Capital LP | 3,600 | $238.6K | 0.04% | −1,400−28.0% | Reduced |
| West Family Investments, Inc. | 3,534 | $234.2K | 0.08% | −383−9.8% | Reduced |
| Fundamentun, LLC | 3,507 | $232.5K | 0.01% | +84+2.5% | Added |
| CWS Financial Advisors, LLC | 3,496 | $231.7K | 0.06% | −262−7.0% | Reduced |
| Avestar Capital, LLC | 3,475 | $230.3K | 0.02% | −10−0.3% | Reduced |
| Parallel Advisors, LLC | 3,472 | $230.2K | 0.00% | −242−6.5% | Reduced |
| First Nebraska Trust Co | 3,465 | $229.7K | 0.02% | 00.0% | Unchanged |
| Cornerstone Financial Group, LLC | 3,457 | $229.5K | 0.15% | −225−6.1% | Reduced |
| Crumly & Associates Inc. | 3,436 | $227.7K | 0.05% | +5+0.1% | Added |
| Nilsine Partners, LLC | 3,408 | $225.6K | 0.02% | −563−14.2% | Reduced |
| Arkadios Wealth Advisors | 3,403 | $225.5K | 0.00% | −504−12.9% | Reduced |
| Patton Fund Management, Inc. | 3,396 | $225.1K | 0.04% | +303+9.8% | Added |
| ABLE Financial Group, LLC | 3,391 | $224.8K | 0.04% | 00.0% | Unchanged |
| S&G Foundation | 3,375 | $223.7K | 0.01% | +3,375 | New |
| Jackson Hole Capital Partners, LLC | 3,370 | $223.4K | 0.04% | 00.0% | Unchanged |
| Trust Asset Management LLC | 3,346 | $221.8K | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,345 | $221.7K | 0.01% | −55−1.6% | Reduced |
| Fayez Sarofim & Co | 3,300 | $218.7K | 0.00% | 00.0% | Unchanged |
| Havemeyer Place LP | 3,294 | $218.3K | 0.03% | +3,294 | New |
| Indie Asset Partners, LLC | 3,273 | $216.9K | 0.25% | 00.0% | Unchanged |
| Laurion Capital Management LP | 3,255 | $215.7K | 0.02% | +3,255 | New |
| Arthur M. Cohen & Associates, LLC | 3,300 | $215.4K | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,240 | $214.7K | 0.00% | −1,735−34.9% | Reduced |
| ORG Wealth Partners, LLC | 3,203 | $212.3K | 0.04% | +1,065+49.8% | Added |
| Alpha Family Trust | 3,195 | $211.8K | 0.10% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,184 | $211.0K | 0.01% | −1,575−33.1% | Reduced |
| Evergreen Capital Management LLC | 3,160 | $209.4K | 0.00% | +3,160 | 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 |
| Sapient Capital LLC | 3,147 | $208.6K | 0.00% | +3,147 | New |
| Koshinski Asset Management, Inc. | 3,145 | $208.5K | 0.01% | −876−21.8% | Reduced |
| Ignite Planners, LLC | 3,105 | $205.7K | 0.03% | +3,105 | New |
| Regions Financial Corp | 3,101 | $205.5K | 0.00% | +163+5.5% | Added |
| J.W. Cole Advisors, Inc. | 3,091 | $204.9K | 0.01% | +3,091 | New |
| Kingsview Wealth Management, LLC | 3,085 | $204.5K | 0.00% | +47+1.5% | Added |
| RiverFront Investment Group, LLC | 3,085 | $204.5K | 0.00% | +3,085 | New |
| PUREfi Wealth, LLC | 3,082 | $204.3K | 0.13% | −300−8.9% | Reduced |
| Barnes Wealth Management Group, Inc | 3,058 | $202.7K | 0.10% | +80+2.7% | Added |
| Crestwood Advisors Group LLC | 3,028 | $200.7K | 0.00% | −28−0.9% | Reduced |
| Smartleaf Asset Management LLC | 3,017 | $199.9K | 0.01% | +50+1.7% | Added |
| Heritage Wealth Advisors | 2,863 | $189.8K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 2,761 | $183.0K | 0.06% | −3,714−57.4% | Reduced |
| Hamilton Capital Partners Inc. | 2,738 | $181.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 2,584 | $171.0K | 0.00% | −915−26.2% | Reduced |
| Stephenson National Bank & Trust | 2,492 | $165.2K | 0.05% | −366−12.8% | Reduced |