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 |
|---|---|---|---|---|---|
| Delta Investment Management, LLC | 3,091 | $218.0K | 0.04% | −1,490−32.5% | Reduced |
| Arkadios Wealth Advisors | 3,068 | $216.4K | 0.00% | −335−9.8% | Reduced |
| Lantz Financial LLC | 3,063 | $216.0K | 0.04% | +3,063 | New |
| Smartleaf Asset Management LLC | 3,017 | $214.3K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,025 | $213.4K | 0.00% | +3,025 | New |
| Barnes Wealth Management Group, Inc | 3,016 | $212.7K | 0.10% | −42−1.4% | Reduced |
| Indivisible Partners | 3,016 | $212.7K | 0.01% | +3,016 | New |
| Camden Capital, LLC | 3,012 | $212.4K | 0.01% | +3,012 | New |
| Evercore Wealth Management, LLC | 3,006 | $212.0K | 0.00% | +3,006 | New |
| Regions Financial Corp | 2,938 | $207.2K | 0.00% | −163−5.3% | Reduced |
| RSM US Wealth Management LLC | 2,896 | $206.9K | 0.00% | −1,240−30.0% | Reduced |
| Spears Abacus Advisors LLC | 2,907 | $205.0K | 0.00% | +2,907 | New |
| Brown Miller Wealth Management, LLC | 2,902 | $204.7K | 0.05% | +2,902 | New |
| Pallas Capital Advisors LLC | 2,884 | $203.4K | 0.01% | +2,884 | New |
| Exit Wealth Advisors, LLC. | 2,883 | $203.4K | 0.09% | +2,883 | New |
| Heritage Wealth Advisors | 2,863 | $201.9K | 0.01% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 2,854 | $201.3K | 0.15% | +2,854 | New |
| Summitry LLC | 2,838 | $200.2K | 0.01% | +2,838 | New |
| J.W. Cole Advisors, Inc. | 2,836 | $200.1K | 0.00% | −255−8.2% | Reduced |
| Optiver Holding B.V. | 2,756 | $194.4K | 0.00% | +2,756 | New |
| ASR Vermogensbeheer N.V. | 2,710 | $191.1K | 0.00% | −6,405−70.3% | Reduced |
| Whittier Trust Co | 2,625 | $186.2K | 0.00% | +41+1.6% | Added |
| Walleye Trading LLC | 2,186 | $154.2K | 0.00% | +2,186 | New |
| AdvisorNet Financial, Inc | 2,158 | $152.2K | 0.01% | +199+10.2% | Added |
| PFA Pension, Forsikringsaktieselskab | 2,144 | $151.2K | 0.00% | −789,143−99.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,137 | $150.7K | 0.03% | −330−13.4% | Reduced |
| St. Johns Investment Management Company, LLC | 2,117 | $149.3K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,030 | $143.2K | 0.01% | +716+54.5% | Added |
| Ronald Blue Trust, Inc. | 2,030 | $143.2K | 0.00% | −97−4.6% | Reduced |
| JFS Wealth Advisors, LLC | 2,028 | $143.1K | 0.01% | +14+0.7% | Added |
| AlphaCentric Advisors LLC | 2,020 | $142.5K | 0.12% | +90+4.7% | Added |
| Hantz Financial Services, Inc. | 2,008 | $142.0K | 0.00% | −2,060−50.6% | Reduced |
| Acadian Asset Management LLC | 1,905 | $134.0K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,855 | $130.8K | 0.00% | −883−32.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,819 | $129.4K | 0.01% | −1,910−51.2% | Reduced |
| Central Trust Co | 1,812 | $127.8K | 0.00% | +34+1.9% | Added |
| Versant Capital Management, Inc | 1,739 | $122.7K | 0.01% | −20−1.1% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,689 | $119.1K | 0.00% | +1,689 | New |
| Huntington National Bank | 1,684 | $118.8K | 0.00% | +238+16.5% | Added |
| Anchor Investment Management, LLC | 1,545 | $109.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,533 | $108.1K | 0.02% | +1,533 | New |
| First Pacific Financial | 1,490 | $105.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,419 | $101.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 1,398 | $98.6K | 0.00% | −30−2.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,390 | $98.0K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 1,352 | $95.4K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 1,350 | $95.2K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,311 | $92.5K | 0.00% | −36,737−96.6% | Reduced |
| Federated Hermes, Inc. | 1,249 | $88.1K | 0.00% | −38−3.0% | Reduced |
| McGuire Capital Advisors Inc | 1,244 | $87.8K | 0.05% | −12−1.0% | Reduced |
| TIAA Wealth Investment Management LLC | 1,158 | $81.7K | 0.00% | +1,158 | New |
| Evermay Wealth Management LLC | 1,110 | $78.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,061 | $75.0K | 0.01% | −207−16.3% | Reduced |
| FWL Investment Management, LLC | 1,050 | $74.1K | 0.01% | −75−6.7% | Reduced |
| State of Wyoming | 1,035 | $73.0K | 0.01% | +1,035 | New |
| Duncker Streett & Co Inc | 1,012 | $71.4K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 979 | $69.0K | 0.01% | +366+59.7% | Added |
| Measured Wealth Private Client Group, LLC | 946 | $66.7K | 0.02% | −44−4.4% | Reduced |
| Cromwell Holdings LLC | 911 | $64.8K | 0.03% | +28+3.2% | Added |
| CVA Family Office, LLC | 918 | $64.7K | 0.01% | +88+10.6% | Added |
| MPWM Advisory Solutions, LLC | 900 | $63.5K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 872 | $61.5K | 0.01% | −47−5.1% | Reduced |
| REAP Financial Group, LLC | 869 | $61.3K | 0.01% | +6+0.7% | Added |
| Harbour Investments, Inc. | 837 | $59.0K | 0.00% | −14−1.6% | Reduced |
| Pinnacle Bancorp, Inc. | 829 | $58.5K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 803 | $56.6K | 0.03% | −22−2.7% | Reduced |
| Basecamp Wealth Advisors LLC | 802 | $56.6K | 0.01% | +18+2.3% | Added |
| SJS Investment Consulting Inc. | 791 | $55.8K | 0.01% | +724+1,080.6% | Added |
| Horizon Financial Services, LLC | 778 | $54.9K | 0.02% | +143+22.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 775 | $54.7K | 0.02% | −1,695−68.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 765 | $54.0K | 0.01% | −1−0.1% | Reduced |
| Essential Partners LLC | 761 | $53.7K | 0.02% | +703+1,212.1% | Added |
| PFS Partners, LLC | 746 | $52.6K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 696 | $49.4K | 0.00% | −1,500−68.3% | Reduced |
| NBC Securities, Inc. | 695 | $49.0K | 0.00% | −46−6.2% | Reduced |
| Davis Capital Management | 685 | $48.3K | 0.03% | +10+1.5% | Added |
| Sarver Vrooman Wealth Advisors | 649 | $45.5K | 0.03% | −22−3.3% | Reduced |
| Security National Bank of So Dak | 643 | $45.4K | 0.02% | +643 | New |
| Fountainhead AM, LLC | 640 | $45.1K | 0.03% | +606+1,782.4% | Added |
| Coastline Trust Co | 622 | $43.9K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 592 | $41.8K | 0.01% | +111+23.1% | Added |
| Creative Financial Designs Inc | 588 | $41.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 585 | $41.3K | 0.00% | +4+0.7% | Added |
| Deseret Mutual Benefit Administrators | 579 | $40.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 568 | $40.1K | 0.00% | +78+15.9% | Added |
| Raleigh Capital Management Inc. | 564 | $39.8K | 0.01% | −11−1.9% | Reduced |
| True Wealth Design, LLC | 561 | $39.6K | 0.01% | +469+509.8% | Added |
| Westside Investment Management, Inc. | 550 | $38.8K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 538 | $37.9K | 0.00% | +37+7.4% | Added |
| Massmutual Trust Co FSB | 529 | $37.3K | 0.00% | −21−3.8% | Reduced |
| Bryn Mawr Trust Co | 521 | $36.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 518 | $36.5K | 0.00% | +96+22.7% | Added |
| Covestor Ltd | 494 | $35.0K | 0.02% | −635−56.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 496 | $35.0K | 0.00% | +407+457.3% | Added |
| Larson Financial Group LLC | 487 | $34.3K | 0.00% | +185+61.3% | Added |
| IFP Advisors, Inc | 466 | $32.9K | 0.00% | +144+44.7% | Added |
| Bogart Wealth, LLC | 440 | $31.0K | 0.00% | +26+6.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 425 | $30.0K | 0.01% | +425 | New |
| Bokf, NA | 424 | $29.9K | 0.00% | +314+285.5% | Added |
| CGC Financial Services, LLC | 421 | $29.7K | 0.01% | 00.0% | Unchanged |