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 |
|---|---|---|---|---|---|
| Monument Capital Management | 3,848 | $271.4K | 0.05% | +3,848 | New |
| Legacy Wealth Advisors, LLC | 3,866 | $272.7K | 0.12% | +707+22.4% | Added |
| Heritage Family Offices, LLP | 3,893 | $274.6K | 0.11% | −2,007−34.0% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 3,893 | $274.6K | 0.11% | +3,893 | New |
| EverSource Wealth Advisors, LLC | 3,936 | $277.6K | 0.01% | −876−18.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,950 | $278.6K | 0.11% | −150−3.7% | Reduced |
| Somerset Trust Co | 3,972 | $280.1K | 0.08% | −21−0.5% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 4,020 | $283.5K | 0.05% | +4,020 | New |
| Sivia Capital Partners, LLC | 4,031 | $284.3K | 0.03% | +4,031 | New |
| EntryPoint Capital, LLC | 4,053 | $285.9K | 0.07% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,068 | $286.9K | 0.00% | +102+2.6% | Added |
| Allworth Financial LP | 4,080 | $287.7K | 0.00% | +1,810+79.7% | Added |
| YHB Investment Advisors, Inc. | 4,082 | $287.9K | 0.02% | −1,264−23.6% | Reduced |
| Compass Capital Corp | 4,104 | $289.9K | 0.09% | −242−5.6% | Reduced |
| CX Institutional | 4,119 | $290.0K | 0.01% | +37+0.9% | Added |
| TCG Advisory Services, LLC | 4,185 | $295.2K | 0.01% | +4,185 | New |
| Confluence Wealth Services, Inc. | 4,185 | $295.2K | 0.01% | +4,185 | New |
| Mountain Pacific Investment Advisers Inc | 4,252 | $299.9K | 0.05% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 4,272 | $301.3K | 0.13% | +104+2.5% | Added |
| Oppenheimer & Co Inc | 4,300 | $303.3K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,321 | $304.8K | 0.01% | −2,483−36.5% | Reduced |
| West Family Investments, Inc. | 4,331 | $305.5K | 0.09% | +797+22.6% | Added |
| Apella Capital, LLC | 4,283 | $306.4K | 0.00% | −54−1.2% | Reduced |
| Ingalls & Snyder LLC | 4,356 | $307.0K | 0.01% | −3−0.1% | Reduced |
| Aigen Investment Management, LP | 4,363 | $307.7K | 0.08% | +4,363 | New |
| Qsemble Capital Management, LP | 4,385 | $309.3K | 0.04% | −21,263−82.9% | Reduced |
| Cadent Capital Advisors, LLC | 4,387 | $309.4K | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,366 | $309.6K | 0.00% | +4,366 | New |
| Heartland Bank & Trust Co | 4,432 | $312.6K | 0.06% | −59−1.3% | Reduced |
| Bank of Nova Scotia Trust Co | 4,437 | $312.9K | 0.03% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 4,458 | $314.4K | 0.05% | +1,255+39.2% | Added |
| Fidelis Capital Partners, LLC | 4,486 | $316.4K | 0.02% | −105−2.3% | Reduced |
| Aureus Asset Management, LLC | 4,500 | $317.4K | 0.02% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,506 | $317.8K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,552 | $321.1K | 0.00% | +1,080+31.1% | Added |
| IFG Advisory, LLC | 4,598 | $324.3K | 0.01% | +4,598 | New |
| Vontobel Holding Ltd. | 4,608 | $325.0K | 0.00% | −706−13.3% | Reduced |
| Angeles Wealth Management, LLC | 4,562 | $326.3K | 0.01% | +4,562 | New |
| IFC Advisors LLC | 4,635 | $326.9K | 0.04% | +48+1.0% | Added |
| Florida Financial Advisors, LLC | 4,657 | $328.5K | 0.06% | +474+11.3% | Added |
| Spirepoint Private Client, LLC | 4,660 | $328.7K | 0.03% | −30−0.6% | Reduced |
| CWS Financial Advisors, LLC | 4,720 | $332.9K | 0.07% | +1,224+35.0% | Added |
| Cullen/Frost Bankers, Inc. | 4,720 | $332.9K | 0.00% | +105+2.3% | Added |
| Financial Security Advisor, Inc. | 4,748 | $337.7K | 0.05% | −70−1.5% | Reduced |
| Westwood Holdings Group Inc. | 4,793 | $338.1K | 0.00% | +4,793 | New |
| Meeder Advisory Services, Inc. | 4,818 | $339.8K | 0.01% | +601+14.3% | Added |
| Daymark Wealth Partners, LLC | 4,826 | $340.3K | 0.01% | +454+10.4% | Added |
| Bull Harbor Capital LLC | 4,881 | $344.3K | 0.07% | +4,881 | New |
| STRS Ohio | 4,905 | $345.9K | 0.00% | −473−8.8% | Reduced |
| Genesis Private Wealth, LLC | 4,915 | $346.7K | 0.10% | +31+0.6% | Added |
| MAI Capital Management | 4,901 | $347.2K | 0.00% | +3,922+400.6% | Added |
| Snowden Capital Advisors LLC | 4,892 | $347.5K | 0.01% | −635−11.5% | Reduced |
| Cushing Capital Partners, LLC | 4,950 | $349.1K | 0.24% | −46−0.9% | Reduced |
| Assenagon Asset Management S.A. | 4,962 | $350.0K | 0.00% | +184+3.9% | Added |
| Checchi Capital Advisers, LLC | 4,994 | $352.2K | 0.02% | +474+10.5% | Added |
| Sun Financial Inc | 4,997 | $353.9K | 0.17% | −573−10.3% | Reduced |
| FIL Ltd | 5,050 | $356.2K | 0.00% | +3,253+181.0% | Added |
| Cassaday & Co Wealth Management LLC | 5,125 | $361.5K | 0.01% | −932−15.4% | Reduced |
| Perpetual Ltd | 5,228 | $368.7K | 0.01% | +133+2.6% | Added |
| TruNorth Capital Management, LLC | 5,240 | $369.6K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,251 | $370.3K | 0.01% | +487+10.2% | Added |
| Beacon Financial Group | 5,261 | $371.1K | 0.03% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,282 | $372.6K | 0.02% | −510−8.8% | Reduced |
| J. M. Brown & Associates Inc. | 5,301 | $373.9K | 0.21% | +5,301 | New |
| Strategy Asset Managers LLC | 5,391 | $380.2K | 0.06% | +39+0.7% | Added |
| Huntleigh Advisors, Inc. | 5,405 | $381.2K | 0.05% | +106+2.0% | Added |
| Wealthspire Advisors, LLC | 5,461 | $385.2K | 0.00% | −48−0.9% | Reduced |
| Firethorn Wealth Partners, LLC | 5,507 | $388.4K | 0.13% | +10+0.2% | Added |
| IHT Wealth Management, LLC | 5,521 | $389.4K | 0.01% | −1,808−24.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,575 | $393.2K | 0.03% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 5,600 | $395.0K | 0.04% | 00.0% | Unchanged |
| CenterBook Partners LP | 5,656 | $398.9K | 0.02% | −66−1.2% | Reduced |
| Lincoln Capital LLC | 5,692 | $401.5K | 0.07% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,715 | $403.1K | 0.00% | −50−0.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,733 | $404.3K | 0.01% | −506−8.1% | Reduced |
| Romano Brothers and Company | 5,770 | $407.0K | 0.04% | 00.0% | Unchanged |
| Davis Asset Management, L.P. | 5,804 | $409.4K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,883 | $414.9K | 0.00% | −2,636−30.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,890 | $415.4K | 0.02% | −1,746−22.9% | Reduced |
| Geneos Wealth Management Inc. | 5,917 | $417.3K | 0.01% | +270+4.8% | Added |
| Atticus Wealth Management, LLC | 5,933 | $418.4K | 0.10% | +75+1.3% | Added |
| Syon Capital LLC | 5,944 | $419.2K | 0.02% | +1,639+38.1% | Added |
| Greenleaf Trust | 5,958 | $420.2K | 0.00% | −167−2.7% | Reduced |
| Private Trust Co NA | 5,962 | $420.5K | 0.03% | −180−2.9% | Reduced |
| Visionary Wealth Advisors | 6,007 | $423.7K | 0.02% | 00.0% | Unchanged |
| Westco Advisory Services Inc | 6,016 | $424.3K | 0.26% | −121−2.0% | Reduced |
| Signaturefd, LLC | 6,048 | $426.6K | 0.01% | +414+7.3% | Added |
| Impact Capital Partners LLC | 6,060 | $427.4K | 0.12% | −5,606−48.1% | Reduced |
| Thrive Wealth Management, LLC | 6,072 | $428.3K | 0.06% | +22+0.4% | Added |
| Naples Global Advisors, LLC | 6,088 | $433.0K | 0.03% | −200−3.2% | Reduced |
| Baron Wealth Management LLC | 6,221 | $438.8K | 0.11% | +10.0% | Added |
| Claro Advisors LLC | 6,289 | $443.6K | 0.05% | +218+3.6% | Added |
| Quadrant Capital Group LLC | 6,297 | $444.1K | 0.01% | −108−1.7% | Reduced |
| Level Four Advisory Services, LLC | 6,314 | $445.3K | 0.01% | −22−0.3% | Reduced |
| Osterweis Capital Management Inc | 6,331 | $446.5K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,411 | $452.2K | 0.10% | 00.0% | Unchanged |
| Keybank National Association | 6,524 | $460.1K | 0.00% | +2,415+58.8% | Added |
| Wealth Quarterback LLC | 6,538 | $461.1K | 0.14% | +385+6.3% | Added |
| Osmosis Investment Management UK Ltd | 6,576 | $463.8K | 0.02% | −4,317−39.6% | Reduced |
| Vestcor Inc | 6,628 | $467.0K | 0.01% | −1,839−21.7% | Reduced |