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 |
|---|---|---|---|---|---|
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,470 | $163.7K | 0.07% | −75−2.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,467 | $163.5K | 0.04% | +2,467 | New |
| Employees Retirement System of Texas | 2,400 | $159.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,270 | $150.5K | 0.00% | −597−20.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,196 | $145.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,127 | $141.0K | 0.00% | −566−21.0% | Reduced |
| St. Johns Investment Management Company, LLC | 2,117 | $140.3K | 0.06% | +430+25.5% | Added |
| JFS Wealth Advisors, LLC | 2,014 | $133.5K | 0.01% | −28−1.4% | Reduced |
| AdvisorNet Financial, Inc | 1,959 | $129.8K | 0.01% | −22−1.1% | Reduced |
| AlphaCentric Advisors LLC | 1,930 | $127.9K | 0.13% | +100+5.5% | Added |
| Acadian Asset Management LLC | 1,905 | $126.0K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 1,797 | $119.1K | 0.00% | +1,797 | New |
| Central Trust Co | 1,778 | $117.8K | 0.00% | +431+32.0% | Added |
| Versant Capital Management, Inc | 1,759 | $116.6K | 0.01% | +90+5.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,693 | $112.2K | 0.02% | −35−2.0% | Reduced |
| Anchor Investment Management, LLC | 1,545 | $102.4K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 1,490 | $98.7K | 0.01% | −10−0.7% | Reduced |
| Huntington National Bank | 1,446 | $95.8K | 0.00% | −259−15.2% | Reduced |
| Cary Street Partners Financial LLC | 1,428 | $94.6K | 0.00% | +1,428 | New |
| Whittier Trust Co of Nevada Inc | 1,419 | $93.9K | 0.00% | −129−8.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,390 | $92.1K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 1,352 | $89.6K | 0.00% | −314−18.8% | Reduced |
| Cheviot Value Management, LLC | 1,350 | $89.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,314 | $87.1K | 0.01% | +8+0.6% | Added |
| Federated Hermes, Inc. | 1,287 | $85.3K | 0.00% | −14−1.1% | Reduced |
| Capital Advisors, Ltd. LLC | 1,268 | $84.0K | 0.01% | +207+19.5% | Added |
| McGuire Capital Advisors Inc | 1,256 | $83.3K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,184 | $78.5K | 0.00% | −307−20.6% | Reduced |
| Covestor Ltd | 1,129 | $75.0K | 0.05% | −605−34.9% | Reduced |
| FWL Investment Management, LLC | 1,125 | $74.6K | 0.02% | −250−18.2% | Reduced |
| Evermay Wealth Management LLC | 1,110 | $73.6K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,012 | $67.1K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 997 | $66.0K | 0.00% | +997 | New |
| Measured Wealth Private Client Group, LLC | 990 | $65.6K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 979 | $64.9K | 0.00% | +297+43.5% | Added |
| Fortitude Family Office, LLC | 919 | $60.9K | 0.01% | −342−27.1% | Reduced |
| MPWM Advisory Solutions, LLC | 900 | $59.7K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 883 | $58.5K | 0.03% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 864 | $57.2K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 863 | $57.2K | 0.01% | +37+4.5% | Added |
| Harbour Investments, Inc. | 851 | $56.4K | 0.00% | −2,725−76.2% | Reduced |
| CVA Family Office, LLC | 830 | $55.0K | 0.01% | +378+83.6% | Added |
| Pinnacle Bancorp, Inc. | 829 | $54.9K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 825 | $54.7K | 0.00% | +33+4.2% | Added |
| Onefund, LLC | 825 | $53.9K | 0.03% | −30−3.5% | Reduced |
| Basecamp Wealth Advisors LLC | 784 | $52.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 766 | $50.8K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 746 | $49.4K | 0.02% | +1+0.1% | Added |
| NBC Securities, Inc. | 741 | $49.1K | 0.00% | −32−4.1% | Reduced |
| Davis Capital Management | 675 | $44.7K | 0.03% | −2−0.3% | Reduced |
| Sarver Vrooman Wealth Advisors | 671 | $44.5K | 0.03% | +132+24.5% | Added |
| Trust Co | 658 | $43.6K | 0.00% | +1+0.2% | Added |
| Horizon Financial Services, LLC | 635 | $42.1K | 0.02% | +367+136.9% | Added |
| Walleye Capital LLC | 625 | $41.4K | 0.00% | −5,432−89.7% | Reduced |
| Coastline Trust Co | 622 | $41.2K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 613 | $40.6K | 0.00% | +607+10,116.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $39.8K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 599 | $39.7K | 0.00% | −11−1.8% | Reduced |
| Creative Financial Designs Inc | 588 | $39.0K | 0.00% | −459−43.8% | Reduced |
| Parkside Financial Bank & Trust | 581 | $38.5K | 0.00% | −92−13.7% | Reduced |
| Deseret Mutual Benefit Administrators | 579 | $38.4K | 0.01% | +271+88.0% | Added |
| Raleigh Capital Management Inc. | 575 | $38.1K | 0.01% | −10−1.7% | Reduced |
| Massmutual Trust Co FSB | 550 | $36.5K | 0.00% | −228−29.3% | Reduced |
| Westside Investment Management, Inc. | 550 | $36.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 521 | $34.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 501 | $33.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 490 | $32.5K | 0.00% | +141+40.4% | Added |
| Triumph Capital Management | 481 | $31.9K | 0.01% | +23+5.0% | Added |
| UMA Financial Services, Inc. | 422 | $28.0K | 0.00% | +24+6.0% | Added |
| CGC Financial Services, LLC | 421 | $27.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 414 | $27.4K | 0.00% | +10+2.5% | Added |
| Armstrong Advisory Group, Inc | 405 | $26.9K | 0.00% | +8+2.0% | Added |
| Pittenger & Anderson Inc | 375 | $24.9K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 373 | $24.7K | 0.00% | −884−70.3% | Reduced |
| Hilltop National Bank | 364 | $24.1K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 360 | $24.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 353 | $23.4K | 0.00% | −258−42.2% | Reduced |
| Entrust Financial LLC | 352 | $23.3K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 352 | $23.3K | 0.00% | +148+72.5% | Added |
| Crewe Advisors LLC | 348 | $23.1K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 337 | $22.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| RWM Asset Management, LLC | 327 | $21.7K | 0.00% | +327 | New |
| IFP Advisors, Inc | 322 | $21.3K | 0.00% | −3,065−90.5% | Reduced |
| Leonteq Securities AG | 319 | $21.1K | 0.00% | +19+6.3% | Added |
| Bayban | 315 | $20.9K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 313 | $20.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 311 | $20.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 302 | $20.0K | 0.00% | −3−1.0% | Reduced |
| Private Wealth Management Group, LLC | 300 | $19.9K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 250 | $16.6K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 247 | $16.4K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 245 | $16.2K | 0.00% | +4+1.7% | Added |
| Atlantic Trust, LLC | 240 | $15.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Prestige Wealth Management Group LLC | 214 | $14.2K | 0.00% | −127−37.2% | 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 |