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 928 institutions that hold shares in the stock, with a total of 263 Million shares, which have been reported (via 13F filing form) to have a value of $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
11,810
shares
|
$738,479
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
11,647
shares
|
$728,286
0.01% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
11,637
shares
|
$727,661
0.01% of portfolio
|
Q4 2024
Added 28.43%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,632
shares
|
$727,348
0.0% of portfolio
|
Q4 2024
Reduced 88.65%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
11,542
shares
|
$721,721
0.04% of portfolio
|
Q4 2024
Added 26.71%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
11,535
shares
|
$721,283
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
11,336
shares
|
$708,840
0.06% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
11,322
shares
|
$707,964
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
11,259
shares
|
$704,025
0.31% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,248
shares
|
$703,337
0.03% of portfolio
|
Q3 2023
Added 30.61%
|
|
|
Aviva PLC
|
Feb 13, 2025 Q4 2024 |
11,216
shares
|
$701,336
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
11,183
shares
|
$699,272
1.53% of portfolio
|
Q4 2022
Reduced 8.62%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
11,154
shares
|
$697,459
0.02% of portfolio
|
Q1 2024
Reduced 6.56%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Feb 13, 2025 Q4 2024 |
10,962
shares
|
$685,453
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
10,950
shares
|
$684,703
0.0% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
10,949
shares
|
$684,640
0.0% of portfolio
|
Q4 2024
Added 36.05%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
10,938
shares
|
$683,953
0.03% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
10,932
shares
|
$683,577
0.02% of portfolio
|
Q1 2023
Reduced 25.38%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
10,871
shares
|
$679,763
0.1% of portfolio
|
Q4 2024
Reduced 22.15%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
10,850
shares
|
$678,450
0.02% of portfolio
|
Q3 2022
Added 119.19%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
10,799
shares
|
$675,261
0.0% of portfolio
|
Q3 2024
Added 49.99%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,696
shares
|
$668,820
0.08% of portfolio
|
Q4 2022
Reduced 41.47%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
10,652
shares
|
$666,069
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
10,320
shares
|
$645,309
0.03% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
10,320
shares
|
$645,309
0.0% of portfolio
|
Q4 2024
Reduced 4.57%
|