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 844 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2024 Q3 2024 |
14,766
shares
|
$870,751
0.0% of portfolio
|
Q1 2022
Added 49.99%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
14,737
shares
|
$869,040
0.05% of portfolio
|
Q3 2024
Added 49.99%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
14,645
shares
|
$863,615
0.1% of portfolio
|
Q3 2024
Added 140.59%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
14,555
shares
|
$858,308
0.3% of portfolio
|
Q3 2024
Added 73.85%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
14,549
shares
|
$857,954
0.0% of portfolio
|
Q3 2024
Added 55.64%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
14,109
shares
|
$832,007
0.02% of portfolio
|
Q3 2024
Added 91.13%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
14,083
shares
|
$830,474
0.01% of portfolio
|
Q3 2024
Added 48.85%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
14,078
shares
|
$830,179
0.09% of portfolio
|
Q3 2024
Added 1618.93%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
13,964
shares
|
$823,457
0.11% of portfolio
|
Q3 2024
Added 235.51%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
13,898
shares
|
$819,565
0.74% of portfolio
|
Q3 2024
Added 54.59%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
13,776
shares
|
$812,370
0.24% of portfolio
|
Q3 2024
Added 49.74%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
13,731
shares
|
$809,717
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
13,513
shares
|
$796,861
0.4% of portfolio
|
Q3 2024
Added 50.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
13,389
shares
|
$789,549
0.0% of portfolio
|
Q3 2024
Added 77.38%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
13,331
shares
|
$786,129
0.18% of portfolio
|
Q3 2024
Added 49.97%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
13,327
shares
|
$785,893
0.01% of portfolio
|
Q3 2024
Added 21.49%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,324
shares
|
$785,716
0.01% of portfolio
|
Q2 2023
Reduced 56.27%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
13,113
shares
|
$773,273
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
13,092
shares
|
$772,035
0.0% of portfolio
|
Q3 2024
Reduced 86.46%
|
|
|
Murphy Pohlad Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
12,991
shares
|
$766,079
0.31% of portfolio
|
Q3 2024
Added 49.98%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
12,910
shares
|
$761,302
0.23% of portfolio
|
Q3 2024
Added 49.98%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
12,908
shares
|
$761,184
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
12,575
shares
|
$741,547
0.39% of portfolio
|
Q3 2024
Added 126.74%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
12,498
shares
|
$737,007
0.02% of portfolio
|
Q3 2024
Added 86.31%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
12,496
shares
|
$736,889
0.05% of portfolio
|
Q3 2024
Added 42.37%
|