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 |
|---|---|---|---|---|---|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
10,125
shares
|
$743,276
0.17% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Stance Capital LLC
Boston, MA |
Aug 22, 2025 Q2 2025 |
10,106
shares
|
$741,881
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,050
shares
|
$737,770
0.01% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
9,974
shares
|
$732,191
0.2% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
9,962
shares
|
$731,310
0.11% of portfolio
|
Q2 2025
Added 139.47%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,907
shares
|
$727,272
0.08% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
9,852
shares
|
$723,235
0.03% of portfolio
|
Q2 2025
Added 19.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
9,825
shares
|
$721,253
0.0% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
9,560
shares
|
$701,799
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,430
shares
|
$692,256
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
9,426
shares
|
$691,962
0.0% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
9,409
shares
|
$690,714
0.0% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
9,392
shares
|
$689,466
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
9,384
shares
|
$688,879
0.23% of portfolio
|
Q2 2025
Reduced 27.31%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Jul 29, 2025 Q2 2025 |
9,370
shares
|
$687,851
0.42% of portfolio
|
Q2 2025
Added 144.71%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
9,335
shares
|
$685,282
0.01% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
9,320
shares
|
$684,181
0.05% of portfolio
|
Q2 2025
Reduced 22.4%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
9,157
shares
|
$672,215
0.03% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
9,102
shares
|
$668,177
0.01% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
8,937
shares
|
$656,065
0.25% of portfolio
|
Q2 2025
Added 42.56%
|
|
|
Citadel Investment Advisory, Inc.
|
Aug 05, 2025 Q2 2025 |
8,928
shares
|
$655,404
0.31% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
8,925
shares
|
$655,184
0.04% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,918
shares
|
$654,670
0.01% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
8,902
shares
|
$653,495
0.04% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
8,687
shares
|
$637,712
0.12% of portfolio
|
Q2 2025
Reduced 0.1%
|