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 |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
23,769
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
23,705
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
23,600
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
23,465
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
23,307
shares
|
$1.71 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
23,112
shares
|
$1.7 Million
0.1% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
22,945
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2025
Added 31.05%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
22,915
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
22,807
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Lrt Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
22,689
shares
|
$1.67 Million
1.0% of portfolio
|
Q2 2025
Reduced 37.02%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
22,602
shares
|
$1.66 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
22,106
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2023
Reduced 9.13%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
22,082
shares
|
$1.62 Million
0.28% of portfolio
|
Q2 2025
Added 1428.17%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jul 31, 2025 Q2 2025 |
21,982
shares
|
$1.61 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
21,757
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Added 394.14%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
21,757
shares
|
$1.6 Million
0.25% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
21,750
shares
|
$1.6 Million
0.46% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
21,738
shares
|
$1.6 Million
0.06% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
21,652
shares
|
$1.59 Million
0.73% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
21,517
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 23.58%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
21,488
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2025
Added 24.95%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
21,117
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
20,973
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
20,697
shares
|
$1.52 Million
0.39% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
20,607
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Added 26.13%
|