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 845 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
7,338
shares
|
$431,841
0.04% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,269
shares
|
$427,780
0.03% of portfolio
|
Q2 2022
Added 8.3%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,251
shares
|
$426,721
0.01% of portfolio
|
Q4 2022
Added 1.51%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,224
shares
|
$425,132
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
7,005
shares
|
$412,244
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
6,972
shares
|
$410,302
0.2% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,896
shares
|
$405,829
0.01% of portfolio
|
Q3 2024
Added 105.48%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 12, 2024 Q3 2024 |
6,843
shares
|
$402,710
0.26% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,830
shares
|
$401,945
0.0% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
6,765
shares
|
$398,120
0.05% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,754
shares
|
$397,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
6,750
shares
|
$397,237
0.31% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
6,748
shares
|
$397,119
0.1% of portfolio
|
Q3 2024
Added 49.96%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
6,744
shares
|
$396,884
0.03% of portfolio
|
Q3 2024
Added 51.65%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
6,718
shares
|
$395,354
0.04% of portfolio
|
Q3 2024
Added 49.45%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
6,712
shares
|
$395,001
0.05% of portfolio
|
Q3 2024
Added 49.99%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,693
shares
|
$393,883
0.0% of portfolio
|
Q3 2024
Added 12.41%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,619
shares
|
$389,528
0.01% of portfolio
|
Q3 2024
Reduced 76.5%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,489
shares
|
$381,877
0.0% of portfolio
|
Q3 2024
Added 14.4%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
6,480
shares
|
$381,348
0.05% of portfolio
|
Q3 2024
Added 37.55%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,459
shares
|
$380,112
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,413
shares
|
$377,405
0.04% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
6,216
shares
|
$365,811
0.01% of portfolio
|
Q3 2024
Added 46.88%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
6,187
shares
|
$364,104
0.14% of portfolio
|
Q3 2024
Added 49.99%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,179
shares
|
$363,634
0.0% of portfolio
|
Q3 2024
Added 64.07%
|