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 |
|---|---|---|---|---|---|
| Allied Private Wealth LLC | 401 | $28.6K | 0.02% | +401 | New |
| Crewe Advisors LLC | 401 | $28.3K | 0.00% | +53+15.2% | Added |
| Pittenger & Anderson Inc | 375 | $26.4K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 373 | $26.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 364 | $25.7K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 363 | $25.6K | 0.00% | +363 | New |
| Atlantic Trust, LLC | 361 | $25.5K | 0.00% | +121+50.4% | Added |
| Farmers & Merchants Investments Inc | 352 | $24.8K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 352 | $24.8K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 340 | $24.0K | 0.00% | −65−16.0% | Reduced |
| Frazier Financial Advisors, LLC | 337 | $23.8K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 337 | $23.8K | 0.00% | +112+49.8% | Added |
| Align Financial, LLC | 333 | $23.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 330 | $23.3K | 0.01% | −270−45.0% | Reduced |
| Trust Co | 327 | $23.1K | 0.00% | −331−50.3% | Reduced |
| Colonial Trust Co | 325 | $22.9K | 0.00% | −28−7.9% | Reduced |
| Private Wealth Asset Management, LLC | 320 | $22.6K | 0.00% | +320 | New |
| Leonteq Securities AG | 319 | $22.5K | 0.00% | 00.0% | Unchanged |
| Bayban | 315 | $22.2K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 313 | $22.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 311 | $21.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 300 | $21.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 255 | $18.0K | 0.01% | +78+44.1% | Added |
| Financial Consulate, Inc | 250 | $17.6K | 0.00% | +5+2.0% | Added |
| Strategic Wealth Partners, Ltd. | 250 | $17.6K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 247 | $17.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 225 | $15.9K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 220 | $15.5K | 0.01% | +21+10.6% | Added |
| Action Point Financial Planning, LLC | 219 | $15.3K | 0.00% | +219 | New |
| Prestige Wealth Management Group LLC | 214 | $15.2K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 215 | $15.2K | 0.00% | +215 | New |
| Hazlett, Burt & Watson, Inc. | 210 | $15.0K | 0.00% | −150−41.7% | Reduced |
| St Germain D J Co Inc | 199 | $14.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 195 | $13.8K | 0.00% | +130+200.0% | Added |
| Institute for Wealth Management, LLC. | 193 | $13.6K | 0.00% | +193 | New |
| Spire Wealth Management | 191 | $13.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 190 | $13.4K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 178 | $12.6K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 175 | $12.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 165 | $12.0K | 0.00% | +42+34.1% | Added |
| Owl Creek Wealth Partners LLC | 170 | $12.0K | 0.00% | +5+3.0% | Added |
| Rocky Mountain Advisers, LLC | 163 | $11.5K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 163 | $11.5K | 0.01% | +38+30.4% | Added |
| MCF Advisors LLC | 160 | $11.4K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 157 | $11.1K | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 150 | $10.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 145 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 143 | $10.1K | 0.00% | −8−5.3% | Reduced |
| Lloyd Advisory Services, LLC. | 141 | $9.95K | 0.00% | +141 | New |
| Steigerwald, Gordon & Koch Inc. | 136 | $9.59K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 129 | $9.10K | 0.00% | +129 | New |
| Prosperity Bancshares Inc | 124 | $8.75K | 0.01% | +124 | New |
| MV Capital Management, Inc. | 119 | $8.39K | 0.00% | +17+16.7% | Added |
| Kemnay Advisory Services Inc. | 116 | $8.18K | 0.00% | +6+5.5% | Added |
| WPG Advisers, LLC | 114 | $8.04K | 0.00% | −21−15.6% | Reduced |
| DT Investment Partners, LLC | 112 | $7.90K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 112 | $7.90K | 0.00% | +112 | New |
| LGT Financial Advisors LLC | 112 | $7.90K | 0.04% | −29−20.6% | Reduced |
| Raiffeisen Bank International AG | 109 | $7.74K | 0.00% | −755−87.4% | Reduced |
| Archer Investment Corp | 109 | $7.69K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 109 | $7.69K | 0.00% | +109 | New |
| Rosenberg Matthew Hamilton | 102 | $7.17K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 101 | $7.12K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 108 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 98 | $6.97K | 0.00% | +3+3.2% | Added |
| Ritter Daniher Financial Advisory LLC | 98 | $6.91K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 96 | $6.77K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 90 | $6.35K | 0.00% | −85−48.6% | Reduced |
| Sachetta, LLC | 89 | $6.28K | 0.00% | +43+93.5% | Added |
| Silver Grove Financial Group, Inc. | 87 | $6.13K | 0.00% | +75+625.0% | Added |
| Raffa Wealth Management, LLC | 85 | $6.00K | 0.00% | +1+1.2% | Added |
| Mascoma Wealth Management LLC | 75 | $5.29K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 75 | $5.29K | 0.00% | +28+59.6% | Added |
| Rialto Wealth Management, LLC | 73 | $5.15K | 0.00% | +48+192.0% | Added |
| Bay Harbor Wealth Management, LLC | 72 | $5.08K | 0.00% | +18+33.3% | Added |
| South State Corp. | 71 | $5.01K | 0.00% | −17−19.3% | Reduced |
| Avion Wealth | 78 | $5.00K | 0.00% | +40+105.3% | Added |
| Salomon & Ludwin, LLC | 70 | $4.95K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 70 | $4.94K | 0.00% | −16−18.6% | Reduced |
| Creative Capital Management Investments LLC | 69 | $4.87K | 0.00% | +69 | New |
| Whipplewood Advisors, LLC | 68 | $4.80K | 0.00% | −64−48.5% | Reduced |
| Clear Street Markets LLC | 68 | $4.80K | 0.00% | +19+38.8% | Added |
| Ameriflex Group, Inc. | 64 | $4.51K | 0.00% | +64 | New |
| Cornerstone Financial Management LLC | 61 | $4.30K | 0.00% | +30+96.8% | Added |
| Tower View Investment Management & Research LLC | 60 | $4.23K | 0.00% | −16−21.1% | Reduced |
| Hilton Head Capital Partners, LLC | 60 | $4.23K | 0.00% | +17+39.5% | Added |
| ZRC Wealth Management, LLC | 60 | $4.23K | 0.00% | +38+172.7% | Added |
| Union Savings Bank | 60 | $4.23K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 56 | $3.95K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 55 | $3.88K | 0.00% | +19+52.8% | Added |
| SHP Wealth Management | 54 | $3.81K | 0.00% | +41+315.4% | Added |
| Westfuller Advisors, LLC | 52 | $3.73K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 48 | $3.38K | 0.00% | +48 | New |
| Glen Eagle Advisors, LLC | 47 | $3.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $3.26K | 0.00% | −25−35.7% | Reduced |
| Salem Investment Counselors Inc | 45 | $3.20K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 44 | $3.12K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 43 | $3.03K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 40 | $2.82K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 34 | $2.40K | 0.00% | 00.0% | Unchanged |