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 |
|---|---|---|---|---|---|
| OP Asset Management Ltd | 30,853 | $2.18M | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,747 | $2.17M | 0.01% | −5,451−15.1% | Reduced |
| Lido Advisors, LLC | 30,007 | $2.13M | 0.01% | +963+3.3% | Added |
| Jupiter Topco LLC | 29,934 | $2.11M | 0.00% | +29,934 | New |
| Nissay Asset Management Corp | 29,752 | $2.10M | 0.01% | −2,769−8.5% | Reduced |
| Mutual of America Capital Management LLC | 29,650 | $2.09M | 0.02% | −2,042−6.4% | Reduced |
| Citadel Investment Advisory, Inc. | 29,468 | $2.08M | 0.94% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 29,364 | $2.07M | 0.01% | −2,930−9.1% | Reduced |
| Applied Capital LLC | 29,073 | $2.05M | 1.37% | +50.0% | Added |
| Mirabella Financial Services LLP | 28,641 | $2.02M | 0.19% | +2,441+9.3% | Added |
| Nordea Investment Management AB | 28,429 | $2.02M | 0.00% | −1,137−3.8% | Reduced |
| Ethic Inc. | 27,978 | $1.97M | 0.02% | −6,117−17.9% | Reduced |
| Belpointe Asset Management LLC | 27,646 | $1.95M | 0.06% | +334+1.2% | Added |
| Scotia Capital Inc. | 27,376 | $1.93M | 0.01% | +219+0.8% | Added |
| Mosaic Family Wealth Partners, LLC | 27,279 | $1.92M | 0.13% | +27,279 | New |
| Beacon Pointe Advisors, LLC | 26,971 | $1.90M | 0.01% | +126+0.5% | Added |
| Bleakley Financial Group, LLC | 26,608 | $1.88M | 0.02% | +4,019+17.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,340 | $1.86M | 0.00% | −1,750−6.2% | Reduced |
| Nicholson Wealth Management Group, LLC | 26,023 | $1.84M | 1.09% | −818−3.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 25,995 | $1.83M | 0.00% | +341+1.3% | Added |
| Stance Capital LLC | 25,938 | $1.83M | 0.56% | −23,277−47.3% | Reduced |
| Exchange Traded Concepts, LLC | 25,780 | $1.82M | 0.01% | +2,291+9.8% | Added |
| American Trust | 25,709 | $1.81M | 0.14% | −3,257−11.2% | Reduced |
| Cypress Advisory Group LLC | 25,455 | $1.80M | 1.39% | +530+2.1% | Added |
| UniSuper Management Pty Ltd | 25,412 | $1.79M | 0.01% | −10,854−29.9% | Reduced |
| Donoghue Forlines LLC | 25,388 | $1.79M | 0.46% | +847+3.5% | Added |
| Summit Trail Advisors, LLC | 24,976 | $1.76M | 0.02% | +4,354+21.1% | Added |
| Grace & White Inc | 24,869 | $1.75M | 0.28% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 24,854 | $1.75M | 0.03% | −3,288−11.7% | Reduced |
| Crossmark Global Holdings, Inc. | 24,657 | $1.74M | 0.02% | +221+0.9% | Added |
| Skba Capital Management LLC | 24,506 | $1.73M | 0.29% | +1,130+4.8% | Added |
| Old Point Trust & Financial Services N A | 24,474 | $1.73M | 0.52% | +1,572+6.9% | Added |
| Change Path, LLC | 24,318 | $1.72M | 0.04% | +14,764+154.5% | Added |
| CWM Advisors, LLC | 24,286 | $1.71M | 0.07% | +3,075+14.5% | Added |
| Elgethun Capital Management | 24,071 | $1.70M | 0.24% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 24,067 | $1.70M | 0.08% | −275−1.1% | Reduced |
| Personal Cfo Solutions, LLC | 23,856 | $1.70M | 0.25% | +54+0.2% | Added |
| We Are One Seven, LLC | 24,031 | $1.69M | 0.03% | −827−3.3% | Reduced |
| Empire Financial Management Company, LLC | 23,968 | $1.69M | 0.67% | +364+1.5% | Added |
| Man Group plc | 23,713 | $1.67M | 0.00% | −39,997−62.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,600 | $1.66M | 0.01% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 21,969 | $1.66M | 0.03% | −425−1.9% | Reduced |
| Diversify Advisory Services, LLC | 21,969 | $1.66M | 0.03% | +21,969 | New |
| Horizon Investments, LLC | 23,288 | $1.64M | 0.02% | +2,625+12.7% | Added |
| Federation des caisses Desjardins du Quebec | 23,140 | $1.63M | 0.00% | +4,660+25.2% | Added |
| Mizuho Securities USA LLC | 23,025 | $1.62M | 0.03% | +5,012+27.8% | Added |
| Bannerstone Capital Management, LLC | 22,612 | $1.59M | 1.34% | +129+0.6% | Added |
| Ostrum Asset Management | 22,457 | $1.58M | 0.08% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 22,374 | $1.58M | 0.01% | +16,052+253.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 22,183 | $1.56M | 0.57% | +584+2.7% | Added |
| Pacer Advisors, Inc. | 22,131 | $1.56M | 0.00% | −4,856−18.0% | Reduced |
| Cresset Asset Management, LLC | 21,583 | $1.54M | 0.01% | +21,583 | New |
| Pullen Investment Management, LLC | 21,738 | $1.53M | 0.71% | +338+1.6% | Added |
| Elm3 Financial Group, LLC | 21,679 | $1.53M | 1.05% | −1,601−6.9% | Reduced |
| Impact Partnership Wealth, LLC | 21,389 | $1.51M | 0.15% | +16,681+354.3% | Added |
| Public Employees Retirement Association of Colorado | 21,280 | $1.50M | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 20,991 | $1.48M | 0.01% | −123−0.6% | Reduced |
| Sage Capital Advisors,llc | 20,768 | $1.46M | 0.30% | +250+1.2% | Added |
| Fox Run Management, L.L.C. | 20,435 | $1.44M | 0.24% | +15,721+333.5% | Added |
| Nomura Holdings Inc | 20,418 | $1.44M | 0.01% | +7,700+60.5% | Added |
| Guggenheim Capital LLC | 20,376 | $1.44M | 0.01% | +16,279+397.3% | Added |
| AE Wealth Management LLC | 20,353 | $1.44M | 0.01% | +13,528+198.2% | Added |
| Brinker Capital Investments, LLC | 20,271 | $1.43M | 0.01% | +2,177+12.0% | Added |
| DC Investments Management, LLC | 19,958 | $1.41M | 0.48% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 19,937 | $1.41M | 0.21% | −1,200−5.7% | Reduced |
| Tema ETFs LLC | 19,910 | $1.40M | 0.05% | +1,885+10.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 19,848 | $1.40M | 0.05% | +7,157+56.4% | Added |
| Concurrent Investment Advisors, LLC | 19,709 | $1.39M | 0.01% | +6,448+48.6% | Added |
| Gsa Capital Partners LLP | 19,628 | $1.38M | 0.09% | +19,628 | New |
| Wellington Management Group LLP | 19,290 | $1.36M | 0.00% | −1,837−8.7% | Reduced |
| Advisory Alpha, LLC | 18,806 | $1.33M | 0.03% | +2,847+17.8% | Added |
| Gulf International Bank (UK) Ltd | 18,791 | $1.32M | 0.03% | −305−1.6% | Reduced |
| Independent Advisor Alliance | 18,538 | $1.31M | 0.03% | +29+0.2% | Added |
| HB Wealth Management, LLC | 18,442 | $1.30M | 0.01% | +5,824+46.2% | Added |
| Investment Planning Advisors, Inc. | 18,403 | $1.30M | 0.30% | +10.0% | Added |
| Almanack Investment Partners, LLC. | 18,145 | $1.28M | 0.16% | 00.0% | Unchanged |
| Norinchukin Bank, The | 18,124 | $1.28M | 0.01% | −77−0.4% | Reduced |
| Entropy Technologies, LP | 18,116 | $1.28M | 0.05% | −15,380−45.9% | Reduced |
| HM Payson & Co | 18,104 | $1.28M | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 18,010 | $1.27M | 0.01% | −1,845−9.3% | Reduced |
| M&T Bank Corp | 17,978 | $1.27M | 0.00% | +2,223+14.1% | Added |
| TD Waterhouse Canada Inc. | 17,680 | $1.25M | 0.00% | −18,836−51.6% | Reduced |
| National Philanthropic Trust | 17,539 | $1.24M | 0.02% | 00.0% | Unchanged |
| Sepio Capital, LP | 17,087 | $1.21M | 0.06% | +545+3.3% | Added |
| Allianz Asset Management GmbH | 16,967 | $1.20M | 0.00% | −276−1.6% | Reduced |
| EP Wealth Advisors, LLC | 16,943 | $1.19M | 0.00% | −8,192−32.6% | Reduced |
| Trust Co of Vermont | 16,939 | $1.19M | 0.04% | +16,939 | New |
| Stegent Equity Advisors, Inc. | 16,896 | $1.19M | 0.85% | −3,536−17.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 16,780 | $1.18M | 0.27% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 16,715 | $1.18M | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 16,685 | $1.18M | 0.00% | +1,315+8.6% | Added |
| Schroder Investment Management Group | 16,571 | $1.18M | 0.00% | −9,241−35.8% | Reduced |
| Private Advisor Group, LLC | 16,653 | $1.17M | 0.01% | −2,489−13.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 16,652 | $1.17M | 0.07% | −500−2.9% | Reduced |
| Inspire Advisors, LLC | 16,620 | $1.17M | 0.08% | −270−1.6% | Reduced |
| Farther Finance Advisors, LLC | 16,610 | $1.17M | 0.01% | +2,031+13.9% | Added |
| Thrivent Financial for Lutherans | 16,557 | $1.17M | 0.00% | −3,244−16.4% | Reduced |
| Buckingham Strategic Partners | 16,538 | $1.17M | 0.01% | +16,538 | New |
| Hartford Investment Management Co | 16,485 | $1.16M | 0.03% | −942−5.4% | Reduced |
| TCW Group Inc | 16,470 | $1.16M | 0.01% | −117−0.7% | Reduced |