Stock ownership · SEC 13F · Q4 2025
BERKLEY W R CORP
A breakdown of BERKLEY W R CORP's institutional base (CUSIP 084423102): the holders, the concentration among them, and what changed last quarter.
- $2.9M
- Reported value
- 6
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, BERKLEY W R CORP ranks #647 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 6 institutions report $2.9M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 6
- institutions hold it
- $2.9M
- reported 13F value
- 100%
- held by top 5
- #647
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, BERKLEY W R CORP ranks #647 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 084423102 · Q4 2025 $3M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-MID
- VALUE-LIGHT #647/775
- HOLDERS-FOCUS 6 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH STATE STREET SPDR S&P
- ACTIVITY-MID 5 new
- BOOK-MID 7Q history
Photo-finish peer on reported value: STATE STREET SPDR S&P
Read with: Ownership concentration guide - BERKLEY W R CORP's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · BERKLEY W R CORP
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a BERKLEY W R CORP position has held steady from 6 to 6 over the last 7 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 35,525 | $2.5M | 87.4% |
| 2 | Barnes Wealth Management Group, Inc | 2,978 | $209K | 7.3% |
| 3 | Anchor Investment Management, LLC | 1,545 | $108K | 3.8% |
| 4 | Compass Financial Services Inc | 343 | $24K | 0.8% |
| 5 | MidFirst Bank | 247 | $17K | 0.6% |
| 6 | Bell Investment Advisors, Inc | 16 | $1K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among BERKLEY W R CORP's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (5)
Complete exits (8)
Frequently Asked Questions
How many institutions hold BERKLEY W R CORP?▼
Where does BERKLEY W R CORP sit among tracked securities?▼
What is the total institutional value of BERKLEY W R CORP?▼
How concentrated is ownership of BERKLEY W R CORP?▼
Who is the largest institutional holder of BERKLEY W R CORP?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for BERKLEY W R CORP: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($2.9M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (6 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.