Institutional Ownership Berkley W R Corp (WRB)
This table provides information about the institutional ownership of Berkley W R Corp (WRB). We have compiled data on the 1,000 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
28,841
shares
|
$2.12 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
28,840
shares
|
$2.12 Million
0.07% of portfolio
|
Q2 2025
Added 144.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
28,100
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
27,571
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Added 98.35%
|
|
|
Achmea Investment Management B.V.
|
Aug 06, 2025 Q2 2025 |
27,546
shares
|
$2.02 Million
0.03% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
27,429
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jul 29, 2025 Q2 2025 |
27,193
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Reduced 67.02%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
27,000
shares
|
$1.98 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
26,696
shares
|
$1.96 Million
1.63% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
25,890
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
25,415
shares
|
$1.87 Million
0.15% of portfolio
|
Q3 2022
Added 83.29%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
25,334
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2025
Added 26.77%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
25,196
shares
|
$1.85 Million
0.04% of portfolio
|
Q2 2025
Reduced 20.97%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
25,137
shares
|
$1.85 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
24,910
shares
|
$1.83 Million
1.42% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Grace & White Inc
|
Jul 24, 2025 Q2 2025 |
24,869
shares
|
$1.83 Million
0.42% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
24,708
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,629
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
24,595
shares
|
$1.81 Million
0.4% of portfolio
|
Q2 2025
Reduced 40.2%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
24,378
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Added 59.14%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
24,221
shares
|
$1.78 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
24,066
shares
|
$1.77 Million
0.38% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
24,041
shares
|
$1.76 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
23,972
shares
|
$1.76 Million
0.35% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
23,881
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 48.43%
|