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 |
|---|---|---|---|---|---|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
20,529
shares
|
$1.51 Million
1.56% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
20,366
shares
|
$1.5 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
20,281
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 90.56%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
20,007
shares
|
$1.47 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
19,980
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Jul 07, 2025 Q2 2025 |
19,917
shares
|
$1.46 Million
1.41% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
19,916
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Added 64.13%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
19,901
shares
|
$1.46 Million
0.22% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
19,659
shares
|
$1.44 Million
0.5% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
19,569
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
19,548
shares
|
$1.44 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
19,334
shares
|
$1.42 Million
0.09% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
19,309
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
19,218
shares
|
$1.41 Million
1.99% of portfolio
|
Q3 2022
Added 1.79%
|
|
|
Candriam S.C.A.
|
Aug 08, 2025 Q2 2025 |
19,125
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
18,987
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 19.5%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
18,927
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
18,902
shares
|
$1.39 Million
0.23% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
18,870
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
18,825
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
18,803
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
18,783
shares
|
$1.38 Million
0.09% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
18,417
shares
|
$1.35 Million
0.36% of portfolio
|
Q2 2025
Added 22.82%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
18,398
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
18,230
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.64%
|