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 |
|---|---|---|---|---|---|
| Cushing Capital Partners, LLC | 4,950 | $349.1K | 0.24% | −46−0.9% | Reduced |
| Snowden Capital Advisors LLC | 4,892 | $347.5K | 0.01% | −635−11.5% | Reduced |
| MAI Capital Management | 4,901 | $347.2K | 0.00% | +3,922+400.6% | Added |
| Genesis Private Wealth, LLC | 4,915 | $346.7K | 0.10% | +31+0.6% | Added |
| STRS Ohio | 4,905 | $345.9K | 0.00% | −473−8.8% | Reduced |
| Bull Harbor Capital LLC | 4,881 | $344.3K | 0.07% | +4,881 | New |
| Daymark Wealth Partners, LLC | 4,826 | $340.3K | 0.01% | +454+10.4% | Added |
| Meeder Advisory Services, Inc. | 4,818 | $339.8K | 0.01% | +601+14.3% | Added |
| Westwood Holdings Group Inc. | 4,793 | $338.1K | 0.00% | +4,793 | New |
| Financial Security Advisor, Inc. | 4,748 | $337.7K | 0.05% | −70−1.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,720 | $332.9K | 0.00% | +105+2.3% | Added |
| CWS Financial Advisors, LLC | 4,720 | $332.9K | 0.07% | +1,224+35.0% | Added |
| Spirepoint Private Client, LLC | 4,660 | $328.7K | 0.03% | −30−0.6% | Reduced |
| Florida Financial Advisors, LLC | 4,657 | $328.5K | 0.06% | +474+11.3% | Added |
| IFC Advisors LLC | 4,635 | $326.9K | 0.04% | +48+1.0% | Added |
| Angeles Wealth Management, LLC | 4,562 | $326.3K | 0.01% | +4,562 | New |
| Vontobel Holding Ltd. | 4,608 | $325.0K | 0.00% | −706−13.3% | Reduced |
| IFG Advisory, LLC | 4,598 | $324.3K | 0.01% | +4,598 | New |
| Parallel Advisors, LLC | 4,552 | $321.1K | 0.00% | +1,080+31.1% | Added |
| Cornerstone Wealth Management, LLC | 4,506 | $317.8K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 4,500 | $317.4K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 4,486 | $316.4K | 0.02% | −105−2.3% | Reduced |
| ORG Wealth Partners, LLC | 4,458 | $314.4K | 0.05% | +1,255+39.2% | Added |
| Bank of Nova Scotia Trust Co | 4,437 | $312.9K | 0.03% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 4,432 | $312.6K | 0.06% | −59−1.3% | Reduced |
| Summit Financial, LLC | 4,366 | $309.6K | 0.00% | +4,366 | New |
| Cadent Capital Advisors, LLC | 4,387 | $309.4K | 0.06% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 4,385 | $309.3K | 0.04% | −21,263−82.9% | Reduced |
| Aigen Investment Management, LP | 4,363 | $307.7K | 0.08% | +4,363 | New |
| Ingalls & Snyder LLC | 4,356 | $307.0K | 0.01% | −3−0.1% | Reduced |
| Apella Capital, LLC | 4,283 | $306.4K | 0.00% | −54−1.2% | Reduced |
| West Family Investments, Inc. | 4,331 | $305.5K | 0.09% | +797+22.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,321 | $304.8K | 0.01% | −2,483−36.5% | Reduced |
| Oppenheimer & Co Inc | 4,300 | $303.3K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 4,272 | $301.3K | 0.13% | +104+2.5% | Added |
| Mountain Pacific Investment Advisers Inc | 4,252 | $299.9K | 0.05% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,185 | $295.2K | 0.01% | +4,185 | New |
| TCG Advisory Services, LLC | 4,185 | $295.2K | 0.01% | +4,185 | New |
| CX Institutional | 4,119 | $290.0K | 0.01% | +37+0.9% | Added |
| Compass Capital Corp | 4,104 | $289.9K | 0.09% | −242−5.6% | Reduced |
| YHB Investment Advisors, Inc. | 4,082 | $287.9K | 0.02% | −1,264−23.6% | Reduced |
| Allworth Financial LP | 4,080 | $287.7K | 0.00% | +1,810+79.7% | Added |
| Moneta Group Investment Advisors LLC | 4,068 | $286.9K | 0.00% | +102+2.6% | Added |
| EntryPoint Capital, LLC | 4,053 | $285.9K | 0.07% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 4,031 | $284.3K | 0.03% | +4,031 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 4,020 | $283.5K | 0.05% | +4,020 | New |
| Somerset Trust Co | 3,972 | $280.1K | 0.08% | −21−0.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,950 | $278.6K | 0.11% | −150−3.7% | Reduced |
| EverSource Wealth Advisors, LLC | 3,936 | $277.6K | 0.01% | −876−18.2% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 3,893 | $274.6K | 0.11% | +3,893 | New |
| Heritage Family Offices, LLP | 3,893 | $274.6K | 0.11% | −2,007−34.0% | Reduced |
| Legacy Wealth Advisors, LLC | 3,866 | $272.7K | 0.12% | +707+22.4% | Added |
| Monument Capital Management | 3,848 | $271.4K | 0.05% | +3,848 | New |
| BIP Wealth, LLC | 3,818 | $269.3K | 0.01% | +43+1.1% | Added |
| Clearstead Advisors, LLC | 3,796 | $267.7K | 0.00% | +2,612+220.6% | Added |
| Valeo Financial Advisors, LLC | 3,774 | $266.2K | 0.01% | +161+4.5% | Added |
| IMC-Chicago, LLC | 3,738 | $263.6K | 0.00% | +3,738 | New |
| Accurate Wealth Management, LLC | 3,644 | $263.1K | 0.03% | +3,644 | New |
| L2 Asset Management, LLC | 3,729 | $263.0K | 0.03% | −5,558−59.8% | Reduced |
| Fundamentun, LLC | 3,722 | $262.5K | 0.01% | +215+6.1% | Added |
| 1st Source Bank | 3,722 | $262.5K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 3,689 | $260.2K | 0.02% | +3,689 | New |
| Spinnaker Trust | 3,684 | $259.8K | 0.01% | +3,684 | New |
| Crestwood Advisors Group LLC | 3,676 | $259.3K | 0.00% | +648+21.4% | Added |
| Chilton Capital Management LLC | 3,667 | $258.6K | 0.01% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 3,664 | $258.4K | 0.02% | +256+7.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 3,630 | $256.0K | 0.04% | −25−0.7% | Reduced |
| Wexford Capital LP | 3,600 | $253.9K | 0.03% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 3,577 | $252.3K | 0.11% | −54−1.5% | Reduced |
| Prudential PLC | 3,546 | $250.1K | 0.00% | −1,045−22.8% | Reduced |
| First Nebraska Trust Co | 3,514 | $247.8K | 0.02% | +49+1.4% | Added |
| Catalyst Financial Partners LLC | 3,508 | $247.4K | 0.02% | +3,508 | New |
| Avestar Capital, LLC | 3,461 | $246.2K | 0.01% | −14−0.4% | Reduced |
| Axxcess Wealth Management, LLC | 3,464 | $244.3K | 0.00% | +3,464 | New |
| StoneX Group Inc. | 3,491 | $244.0K | 0.01% | +3,491 | New |
| Cornerstone Financial Group, LLC | 3,457 | $243.8K | 0.15% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,443 | $242.8K | 0.01% | +98+2.9% | Added |
| Stephenson National Bank & Trust | 3,422 | $241.4K | 0.06% | +930+37.3% | Added |
| ABLE Financial Group, LLC | 3,391 | $239.2K | 0.04% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 3,377 | $238.2K | 0.01% | −351−9.4% | Reduced |
| S&G Foundation | 3,375 | $238.0K | 0.01% | 00.0% | Unchanged |
| Trust Asset Management LLC | 3,346 | $236.0K | 0.01% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 3,335 | $235.2K | 0.01% | +3,335 | New |
| Pure Financial Advisors, Inc. | 3,312 | $233.6K | 0.00% | +3,312 | New |
| 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 |
| Essex Financial Services, Inc. | 3,289 | $232.0K | 0.01% | −384−10.5% | Reduced |
| Kera Capital Partners, Inc. | 3,285 | $231.7K | 0.02% | +3,285 | New |
| First Citizens Bank & Trust Co | 3,247 | $229.0K | 0.00% | −485−13.0% | Reduced |
| Ignite Planners, LLC | 3,224 | $227.7K | 0.03% | +119+3.8% | Added |
| Kingsview Wealth Management, LLC | 3,209 | $226.4K | 0.00% | +124+4.0% | Added |
| 111 Capital | 3,196 | $225.4K | 0.04% | −1,057−24.9% | Reduced |
| Alpha Family Trust | 3,195 | $225.3K | 0.09% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 3,159 | $222.8K | 0.12% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,122 | $221.0K | 0.00% | +3,122 | New |
| Global Retirement Partners, LLC | 3,127 | $220.5K | 0.00% | +3,127 | New |
| Evolve Private Wealth, LLC | 3,100 | $220.2K | 0.01% | −5,207−62.7% | Reduced |
| Waddell & Associates, LLC | 3,110 | $219.3K | 0.01% | +3,110 | New |
| RiverFront Investment Group, LLC | 3,099 | $218.6K | 0.00% | +14+0.5% | Added |
| Pensionmark Financial Group, LLC | 3,289 | $218.5K | 0.00% | −2,578−43.9% | Reduced |