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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1,061 | $75.0K | 0.01% | −207−16.3% | Reduced |
| Evermay Wealth Management LLC | 1,110 | $78.9K | 0.01% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 1,158 | $81.7K | 0.00% | +1,158 | New |
| McGuire Capital Advisors Inc | 1,244 | $87.8K | 0.05% | −12−1.0% | Reduced |
| Federated Hermes, Inc. | 1,249 | $88.1K | 0.00% | −38−3.0% | Reduced |
| Los Angeles Capital Management LLC | 1,311 | $92.5K | 0.00% | −36,737−96.6% | Reduced |
| Cheviot Value Management, LLC | 1,350 | $95.2K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 1,352 | $95.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,390 | $98.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 1,398 | $98.6K | 0.00% | −30−2.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,419 | $101.5K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 1,490 | $105.1K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,533 | $108.1K | 0.02% | +1,533 | New |
| Anchor Investment Management, LLC | 1,545 | $109.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,684 | $118.8K | 0.00% | +238+16.5% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,689 | $119.1K | 0.00% | +1,689 | New |
| Versant Capital Management, Inc | 1,739 | $122.7K | 0.01% | −20−1.1% | Reduced |
| Central Trust Co | 1,812 | $127.8K | 0.00% | +34+1.9% | Added |
| Transamerica Financial Advisors, Inc. | 1,819 | $129.4K | 0.01% | −1,910−51.2% | Reduced |
| Hamilton Capital Partners Inc. | 1,855 | $130.8K | 0.00% | −883−32.2% | Reduced |
| Acadian Asset Management LLC | 1,905 | $134.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,008 | $142.0K | 0.00% | −2,060−50.6% | Reduced |
| AlphaCentric Advisors LLC | 2,020 | $142.5K | 0.12% | +90+4.7% | Added |
| JFS Wealth Advisors, LLC | 2,028 | $143.1K | 0.01% | +14+0.7% | Added |
| Ronald Blue Trust, Inc. | 2,030 | $143.2K | 0.00% | −97−4.6% | Reduced |
| Quent Capital, LLC | 2,030 | $143.2K | 0.01% | +716+54.5% | Added |
| St. Johns Investment Management Company, LLC | 2,117 | $149.3K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,137 | $150.7K | 0.03% | −330−13.4% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 2,144 | $151.2K | 0.00% | −789,143−99.7% | Reduced |
| AdvisorNet Financial, Inc | 2,158 | $152.2K | 0.01% | +199+10.2% | Added |
| Walleye Trading LLC | 2,186 | $154.2K | 0.00% | +2,186 | New |
| Whittier Trust Co | 2,625 | $186.2K | 0.00% | +41+1.6% | Added |
| ASR Vermogensbeheer N.V. | 2,710 | $191.1K | 0.00% | −6,405−70.3% | Reduced |
| Optiver Holding B.V. | 2,756 | $194.4K | 0.00% | +2,756 | New |
| J.W. Cole Advisors, Inc. | 2,836 | $200.1K | 0.00% | −255−8.2% | Reduced |
| Summitry LLC | 2,838 | $200.2K | 0.01% | +2,838 | New |
| Larry Mathis Financial Planning, LLC | 2,854 | $201.3K | 0.15% | +2,854 | New |
| Heritage Wealth Advisors | 2,863 | $201.9K | 0.01% | 00.0% | Unchanged |
| Exit Wealth Advisors, LLC. | 2,883 | $203.4K | 0.09% | +2,883 | New |
| Pallas Capital Advisors LLC | 2,884 | $203.4K | 0.01% | +2,884 | New |
| Brown Miller Wealth Management, LLC | 2,902 | $204.7K | 0.05% | +2,902 | New |
| Spears Abacus Advisors LLC | 2,907 | $205.0K | 0.00% | +2,907 | New |
| RSM US Wealth Management LLC | 2,896 | $206.9K | 0.00% | −1,240−30.0% | Reduced |
| Regions Financial Corp | 2,938 | $207.2K | 0.00% | −163−5.3% | Reduced |
| Evercore Wealth Management, LLC | 3,006 | $212.0K | 0.00% | +3,006 | New |
| Camden Capital, LLC | 3,012 | $212.4K | 0.01% | +3,012 | New |
| Indivisible Partners | 3,016 | $212.7K | 0.01% | +3,016 | New |
| Barnes Wealth Management Group, Inc | 3,016 | $212.7K | 0.10% | −42−1.4% | Reduced |
| Foundations Investment Advisors, LLC | 3,025 | $213.4K | 0.00% | +3,025 | New |
| Smartleaf Asset Management LLC | 3,017 | $214.3K | 0.01% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,063 | $216.0K | 0.04% | +3,063 | New |
| Arkadios Wealth Advisors | 3,068 | $216.4K | 0.00% | −335−9.8% | Reduced |
| Delta Investment Management, LLC | 3,091 | $218.0K | 0.04% | −1,490−32.5% | Reduced |
| Pensionmark Financial Group, LLC | 3,289 | $218.5K | 0.00% | −2,578−43.9% | Reduced |
| RiverFront Investment Group, LLC | 3,099 | $218.6K | 0.00% | +14+0.5% | Added |
| Waddell & Associates, LLC | 3,110 | $219.3K | 0.01% | +3,110 | New |
| Evolve Private Wealth, LLC | 3,100 | $220.2K | 0.01% | −5,207−62.7% | Reduced |
| Global Retirement Partners, LLC | 3,127 | $220.5K | 0.00% | +3,127 | New |
| AlphaCore Capital LLC | 3,122 | $221.0K | 0.00% | +3,122 | New |
| Blue Rock Wealth Management LLC | 3,159 | $222.8K | 0.12% | 00.0% | Unchanged |
| Alpha Family Trust | 3,195 | $225.3K | 0.09% | 00.0% | Unchanged |
| 111 Capital | 3,196 | $225.4K | 0.04% | −1,057−24.9% | Reduced |
| Kingsview Wealth Management, LLC | 3,209 | $226.4K | 0.00% | +124+4.0% | Added |
| Ignite Planners, LLC | 3,224 | $227.7K | 0.03% | +119+3.8% | Added |
| First Citizens Bank & Trust Co | 3,247 | $229.0K | 0.00% | −485−13.0% | Reduced |
| Kera Capital Partners, Inc. | 3,285 | $231.7K | 0.02% | +3,285 | New |
| Essex Financial Services, Inc. | 3,289 | $232.0K | 0.01% | −384−10.5% | Reduced |
| Fayez Sarofim & Co | 3,300 | $232.7K | 0.00% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 3,300 | $232.7K | 0.04% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 3,312 | $233.6K | 0.00% | +3,312 | New |
| Prosperity Consulting Group, LLC | 3,335 | $235.2K | 0.01% | +3,335 | New |
| Trust Asset Management LLC | 3,346 | $236.0K | 0.01% | 00.0% | Unchanged |
| S&G Foundation | 3,375 | $238.0K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 3,377 | $238.2K | 0.01% | −351−9.4% | Reduced |
| ABLE Financial Group, LLC | 3,391 | $239.2K | 0.04% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 3,422 | $241.4K | 0.06% | +930+37.3% | Added |
| Sowell Financial Services LLC | 3,443 | $242.8K | 0.01% | +98+2.9% | Added |
| Cornerstone Financial Group, LLC | 3,457 | $243.8K | 0.15% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,491 | $244.0K | 0.01% | +3,491 | New |
| Axxcess Wealth Management, LLC | 3,464 | $244.3K | 0.00% | +3,464 | New |
| Avestar Capital, LLC | 3,461 | $246.2K | 0.01% | −14−0.4% | Reduced |
| Catalyst Financial Partners LLC | 3,508 | $247.4K | 0.02% | +3,508 | New |
| First Nebraska Trust Co | 3,514 | $247.8K | 0.02% | +49+1.4% | Added |
| Prudential PLC | 3,546 | $250.1K | 0.00% | −1,045−22.8% | Reduced |
| Woodward Diversified Capital, LLC | 3,577 | $252.3K | 0.11% | −54−1.5% | Reduced |
| Wexford Capital LP | 3,600 | $253.9K | 0.03% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 3,630 | $256.0K | 0.04% | −25−0.7% | Reduced |
| Nilsine Partners, LLC | 3,664 | $258.4K | 0.02% | +256+7.5% | Added |
| Chilton Capital Management LLC | 3,667 | $258.6K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,676 | $259.3K | 0.00% | +648+21.4% | Added |
| Spinnaker Trust | 3,684 | $259.8K | 0.01% | +3,684 | New |
| Norden Group LLC | 3,689 | $260.2K | 0.02% | +3,689 | New |
| 1st Source Bank | 3,722 | $262.5K | 0.01% | 00.0% | Unchanged |
| Fundamentun, LLC | 3,722 | $262.5K | 0.01% | +215+6.1% | Added |
| L2 Asset Management, LLC | 3,729 | $263.0K | 0.03% | −5,558−59.8% | Reduced |
| Accurate Wealth Management, LLC | 3,644 | $263.1K | 0.03% | +3,644 | New |
| IMC-Chicago, LLC | 3,738 | $263.6K | 0.00% | +3,738 | New |
| Valeo Financial Advisors, LLC | 3,774 | $266.2K | 0.01% | +161+4.5% | Added |
| Clearstead Advisors, LLC | 3,796 | $267.7K | 0.00% | +2,612+220.6% | Added |
| BIP Wealth, LLC | 3,818 | $269.3K | 0.01% | +43+1.1% | Added |