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, Q2 2026
Institutional positions in Berkley W R Corp as of Jun 30, 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
- 954
- +36 vs. Q1 2026
- Shares held
- 278.9M
- +2.68M (+1.0%) vs. Q1 2026
- Total value
- $19.7B
- +$1.38B (+7.5%) vs. Q1 2026
- New holders
- 121
- 335 more added
- Sold out
- 85
- 330 more reduced
8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 119 | $8.39K | 0.00% | +17+16.7% | Added |
| Prosperity Bancshares Inc | 124 | $8.75K | 0.01% | +124 | New |
| West Paces Advisors Inc. | 129 | $9.10K | 0.00% | +129 | New |
| Steigerwald, Gordon & Koch Inc. | 136 | $9.59K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 141 | $9.95K | 0.00% | +141 | New |
| Rossby Financial, LCC | 143 | $10.1K | 0.00% | −8−5.3% | Reduced |
| Financial Management Professionals, Inc. | 145 | $10.3K | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 150 | $10.6K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 157 | $11.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 160 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 163 | $11.5K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 163 | $11.5K | 0.01% | +38+30.4% | Added |
| Owl Creek Wealth Partners LLC | 170 | $12.0K | 0.00% | +5+3.0% | Added |
| GW&K Investment Management, LLC | 165 | $12.0K | 0.00% | +42+34.1% | Added |
| Ares Financial Consulting, LLC | 175 | $12.3K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 178 | $12.6K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 190 | $13.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 191 | $13.5K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 193 | $13.6K | 0.00% | +193 | New |
| SBI Securities Co., Ltd. | 195 | $13.8K | 0.00% | +130+200.0% | Added |
| St Germain D J Co Inc | 199 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 210 | $15.0K | 0.00% | −150−41.7% | Reduced |
| Buck Wealth Strategies, LLC | 215 | $15.2K | 0.00% | +215 | New |
| Prestige Wealth Management Group LLC | 214 | $15.2K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 219 | $15.3K | 0.00% | +219 | New |
| Hager Investment Management Services, LLC | 220 | $15.5K | 0.01% | +21+10.6% | Added |
| Princeton Global Asset Management LLC | 225 | $15.9K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 247 | $17.4K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 250 | $17.6K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 250 | $17.6K | 0.00% | +5+2.0% | Added |
| Bruce G. Allen Investments, LLC | 255 | $18.0K | 0.01% | +78+44.1% | Added |
| Private Wealth Management Group, LLC | 300 | $21.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 311 | $21.9K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 313 | $22.1K | 0.00% | 00.0% | Unchanged |
| Bayban | 315 | $22.2K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 319 | $22.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 320 | $22.6K | 0.00% | +320 | New |
| Colonial Trust Co | 325 | $22.9K | 0.00% | −28−7.9% | Reduced |
| Trust Co | 327 | $23.1K | 0.00% | −331−50.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $23.3K | 0.01% | −270−45.0% | Reduced |
| Align Financial, LLC | 333 | $23.5K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 337 | $23.8K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 337 | $23.8K | 0.00% | +112+49.8% | Added |
| Armstrong Advisory Group, Inc | 340 | $24.0K | 0.00% | −65−16.0% | Reduced |
| Farmers & Merchants Investments Inc | 352 | $24.8K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 352 | $24.8K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 361 | $25.5K | 0.00% | +121+50.4% | Added |
| Edmond de Rothschild Holding S.A. | 363 | $25.6K | 0.00% | +363 | New |
| Hilltop National Bank | 364 | $25.7K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 373 | $26.3K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 375 | $26.4K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 401 | $28.3K | 0.00% | +53+15.2% | Added |
| Allied Private Wealth LLC | 401 | $28.6K | 0.02% | +401 | New |
| CGC Financial Services, LLC | 421 | $29.7K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 424 | $29.9K | 0.00% | +314+285.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 425 | $30.0K | 0.01% | +425 | New |
| Bogart Wealth, LLC | 440 | $31.0K | 0.00% | +26+6.3% | Added |
| IFP Advisors, Inc | 466 | $32.9K | 0.00% | +144+44.7% | Added |
| Larson Financial Group LLC | 487 | $34.3K | 0.00% | +185+61.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 496 | $35.0K | 0.00% | +407+457.3% | Added |
| Covestor Ltd | 494 | $35.0K | 0.02% | −635−56.2% | Reduced |
| UMA Financial Services, Inc. | 518 | $36.5K | 0.00% | +96+22.7% | Added |
| Bryn Mawr Trust Co | 521 | $36.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 529 | $37.3K | 0.00% | −21−3.8% | Reduced |
| N.E.W. Advisory Services LLC | 538 | $37.9K | 0.00% | +37+7.4% | Added |
| Westside Investment Management, Inc. | 550 | $38.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 561 | $39.6K | 0.01% | +469+509.8% | Added |
| Raleigh Capital Management Inc. | 564 | $39.8K | 0.01% | −11−1.9% | Reduced |
| CoreCap Advisors, LLC | 568 | $40.1K | 0.00% | +78+15.9% | Added |
| Deseret Mutual Benefit Administrators | 579 | $40.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 585 | $41.3K | 0.00% | +4+0.7% | Added |
| Creative Financial Designs Inc | 588 | $41.5K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 592 | $41.8K | 0.01% | +111+23.1% | Added |
| Coastline Trust Co | 622 | $43.9K | 0.00% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 640 | $45.1K | 0.03% | +606+1,782.4% | Added |
| Security National Bank of So Dak | 643 | $45.4K | 0.02% | +643 | New |
| Sarver Vrooman Wealth Advisors | 649 | $45.5K | 0.03% | −22−3.3% | Reduced |
| Davis Capital Management | 685 | $48.3K | 0.03% | +10+1.5% | Added |
| NBC Securities, Inc. | 695 | $49.0K | 0.00% | −46−6.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 696 | $49.4K | 0.00% | −1,500−68.3% | Reduced |
| PFS Partners, LLC | 746 | $52.6K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 761 | $53.7K | 0.02% | +703+1,212.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 765 | $54.0K | 0.01% | −1−0.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 775 | $54.7K | 0.02% | −1,695−68.6% | Reduced |
| Horizon Financial Services, LLC | 778 | $54.9K | 0.02% | +143+22.5% | Added |
| SJS Investment Consulting Inc. | 791 | $55.8K | 0.01% | +724+1,080.6% | Added |
| Basecamp Wealth Advisors LLC | 802 | $56.6K | 0.01% | +18+2.3% | Added |
| Onefund, LLC | 803 | $56.6K | 0.03% | −22−2.7% | Reduced |
| Pinnacle Bancorp, Inc. | 829 | $58.5K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 837 | $59.0K | 0.00% | −14−1.6% | Reduced |
| REAP Financial Group, LLC | 869 | $61.3K | 0.01% | +6+0.7% | Added |
| Fortitude Family Office, LLC | 872 | $61.5K | 0.01% | −47−5.1% | Reduced |
| MPWM Advisory Solutions, LLC | 900 | $63.5K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 918 | $64.7K | 0.01% | +88+10.6% | Added |
| Cromwell Holdings LLC | 911 | $64.8K | 0.03% | +28+3.2% | Added |
| Measured Wealth Private Client Group, LLC | 946 | $66.7K | 0.02% | −44−4.4% | Reduced |
| Atlas Capital Advisors LLC | 979 | $69.0K | 0.01% | +366+59.7% | Added |
| Duncker Streett & Co Inc | 1,012 | $71.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,035 | $73.0K | 0.01% | +1,035 | New |
| FWL Investment Management, LLC | 1,050 | $74.1K | 0.01% | −75−6.7% | Reduced |