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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 8,720 | $615.0K | 0.00% | −612−6.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 8,712 | $614.5K | 0.03% | +96+1.1% | Added |
| Bradley Foster & Sargent Inc | 8,662 | $611.0K | 0.01% | −673−7.2% | Reduced |
| Dynamic Advisor Solutions LLC | 8,661 | $610.9K | 0.02% | +1,917+28.4% | Added |
| Wealth Alliance | 8,640 | $609.3K | 0.05% | +41+0.5% | Added |
| Principal Securities, Inc. | 8,613 | $607.5K | 0.01% | +1,913+28.6% | Added |
| United Capital Financial Advisers, LLC | 8,612 | $607.4K | 0.00% | +616+7.7% | Added |
| Frec Markets, Inc. | 8,609 | $607.2K | 0.05% | +8,609 | New |
| Bridgefront Capital, LLC | 8,603 | $606.8K | 0.16% | +8,603 | New |
| HBK Sorce Advisory LLC | 8,384 | $604.3K | 0.01% | +81+1.0% | Added |
| Mather Group, LLC. | 8,534 | $601.9K | 0.01% | +2,157+33.8% | Added |
| Laird Norton Trust Company, LLC | 8,392 | $596.9K | 0.01% | +1,243+17.4% | Added |
| NorthCrest Asset Manangement, LLC | 8,300 | $596.1K | 0.02% | +8,300 | New |
| Simplicity Wealth,LLC | 8,351 | $589.0K | 0.02% | +3,747+81.4% | Added |
| Siemens Fonds Invest GmbH | 8,210 | $579.1K | 0.03% | −522−6.0% | Reduced |
| Mission Wealth Management, LP | 8,161 | $575.5K | 0.01% | +3,520+75.8% | Added |
| Chicago Partners Investment Group LLC | 7,816 | $573.9K | 0.01% | +7,816 | New |
| Brown Advisory Inc | 8,129 | $573.3K | 0.00% | +2,109+35.0% | Added |
| DORVAL Corp | 8,065 | $568.9K | 0.16% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 8,000 | $564.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,815 | $559.6K | 0.02% | −248−3.1% | Reduced |
| Adalta Capital Management LLC | 7,845 | $558.0K | 0.24% | −1,175−13.0% | Reduced |
| Fiduciary Alliance LLC | 7,815 | $551.2K | 0.04% | +66+0.9% | Added |
| Citizens Financial Group Inc | 7,752 | $551.1K | 0.01% | +4,512+139.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,799 | $550.0K | 0.01% | −17−0.2% | Reduced |
| Storgate, LLC | 7,654 | $539.8K | 0.11% | +6+0.1% | Added |
| Glenmede Trust Co NA | 7,572 | $534.1K | 0.00% | +656+9.5% | Added |
| Banque Transatlantique SA | 7,534 | $531.4K | 0.01% | 00.0% | Unchanged |
| Aurelius Family Office LLC | 7,519 | $530.3K | 0.21% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 7,475 | $527.2K | 0.42% | −113−1.5% | Reduced |
| Apollon Wealth Management, LLC | 7,399 | $521.9K | 0.01% | −2,199−22.9% | Reduced |
| Advisors Capital Management, LLC | 7,355 | $518.8K | 0.01% | +129+1.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,332 | $517.1K | 0.00% | 00.0% | Unchanged |
| Tuttle Tactical Management | 7,268 | $512.6K | 0.35% | +7,268 | New |
| Adviser Investments LLC | 7,261 | $512.1K | 0.00% | +10.0% | Added |
| Busey Wealth Management | 7,214 | $508.8K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 7,132 | $503.0K | 0.05% | −22,213−75.7% | Reduced |
| Venturi Wealth Management, LLC | 7,113 | $501.7K | 0.02% | −87−1.2% | Reduced |
| Sagespring Wealth Partners, LLC | 7,042 | $496.7K | 0.01% | +206+3.0% | Added |
| Brookstone Capital Management | 7,008 | $494.3K | 0.00% | +7,008 | New |
| Canada Post Corp Registered Pension Plan | 7,005 | $494.1K | 0.02% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 6,988 | $492.9K | 0.07% | +6,988 | New |
| International Assets Investment Management, LLC | 6,968 | $492.3K | 0.03% | −352−4.8% | Reduced |
| Wealth Advisors of Iowa, LLC | 6,912 | $487.5K | 0.13% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 6,865 | $484.2K | 0.03% | −11−0.2% | Reduced |
| Resonant Capital Advisors, LLC | 6,779 | $482.2K | 0.02% | −1,746−20.5% | Reduced |
| Sterling Capital Management LLC | 6,826 | $481.4K | 0.01% | −762−10.0% | Reduced |
| Warren Averett Asset Management, LLC | 6,808 | $480.2K | 0.00% | −55,907−89.1% | Reduced |
| Investment Partners Asset Management, Inc. | 6,750 | $476.1K | 0.27% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 6,735 | $475.0K | 0.01% | −6,835−50.4% | Reduced |
| North Dakota State Investment Board | 6,687 | $471.6K | 0.02% | −1,700−20.3% | Reduced |
| Balyasny Asset Management LLC | 6,672 | $470.6K | 0.00% | −6,935−51.0% | Reduced |
| Crawford Investment Counsel Inc | 6,635 | $468.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 6,628 | $467.0K | 0.01% | −1,839−21.7% | Reduced |
| Osmosis Investment Management UK Ltd | 6,576 | $463.8K | 0.02% | −4,317−39.6% | Reduced |
| Wealth Quarterback LLC | 6,538 | $461.1K | 0.14% | +385+6.3% | Added |
| Keybank National Association | 6,524 | $460.1K | 0.00% | +2,415+58.8% | Added |
| Diligent Investors, LLC | 6,411 | $452.2K | 0.10% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 6,331 | $446.5K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 6,314 | $445.3K | 0.01% | −22−0.3% | Reduced |
| Quadrant Capital Group LLC | 6,297 | $444.1K | 0.01% | −108−1.7% | Reduced |
| Claro Advisors LLC | 6,289 | $443.6K | 0.05% | +218+3.6% | Added |
| Baron Wealth Management LLC | 6,221 | $438.8K | 0.11% | +10.0% | Added |
| Naples Global Advisors, LLC | 6,088 | $433.0K | 0.03% | −200−3.2% | Reduced |
| Thrive Wealth Management, LLC | 6,072 | $428.3K | 0.06% | +22+0.4% | Added |
| Impact Capital Partners LLC | 6,060 | $427.4K | 0.12% | −5,606−48.1% | Reduced |
| Signaturefd, LLC | 6,048 | $426.6K | 0.01% | +414+7.3% | Added |
| Westco Advisory Services Inc | 6,016 | $424.3K | 0.26% | −121−2.0% | Reduced |
| Visionary Wealth Advisors | 6,007 | $423.7K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 5,962 | $420.5K | 0.03% | −180−2.9% | Reduced |
| Greenleaf Trust | 5,958 | $420.2K | 0.00% | −167−2.7% | Reduced |
| Syon Capital LLC | 5,944 | $419.2K | 0.02% | +1,639+38.1% | Added |
| Atticus Wealth Management, LLC | 5,933 | $418.4K | 0.10% | +75+1.3% | Added |
| Geneos Wealth Management Inc. | 5,917 | $417.3K | 0.01% | +270+4.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,890 | $415.4K | 0.02% | −1,746−22.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,883 | $414.9K | 0.00% | −2,636−30.9% | Reduced |
| Davis Asset Management, L.P. | 5,804 | $409.4K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 5,770 | $407.0K | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 5,733 | $404.3K | 0.01% | −506−8.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,715 | $403.1K | 0.00% | −50−0.9% | Reduced |
| Lincoln Capital LLC | 5,692 | $401.5K | 0.07% | 00.0% | Unchanged |
| CenterBook Partners LP | 5,656 | $398.9K | 0.02% | −66−1.2% | Reduced |
| Westerkirk Capital Inc. | 5,600 | $395.0K | 0.04% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 5,575 | $393.2K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,521 | $389.4K | 0.01% | −1,808−24.7% | Reduced |
| Firethorn Wealth Partners, LLC | 5,507 | $388.4K | 0.13% | +10+0.2% | Added |
| Wealthspire Advisors, LLC | 5,461 | $385.2K | 0.00% | −48−0.9% | Reduced |
| Huntleigh Advisors, Inc. | 5,405 | $381.2K | 0.05% | +106+2.0% | Added |
| Strategy Asset Managers LLC | 5,391 | $380.2K | 0.06% | +39+0.7% | Added |
| J. M. Brown & Associates Inc. | 5,301 | $373.9K | 0.21% | +5,301 | New |
| WSFS Capital Management, LLC | 5,282 | $372.6K | 0.02% | −510−8.8% | Reduced |
| Beacon Financial Group | 5,261 | $371.1K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,251 | $370.3K | 0.01% | +487+10.2% | Added |
| TruNorth Capital Management, LLC | 5,240 | $369.6K | 0.06% | 00.0% | Unchanged |
| Perpetual Ltd | 5,228 | $368.7K | 0.01% | +133+2.6% | Added |
| Cassaday & Co Wealth Management LLC | 5,125 | $361.5K | 0.01% | −932−15.4% | Reduced |
| FIL Ltd | 5,050 | $356.2K | 0.00% | +3,253+181.0% | Added |
| Sun Financial Inc | 4,997 | $353.9K | 0.17% | −573−10.3% | Reduced |
| Checchi Capital Advisers, LLC | 4,994 | $352.2K | 0.02% | +474+10.5% | Added |
| Assenagon Asset Management S.A. | 4,962 | $350.0K | 0.00% | +184+3.9% | Added |