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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
6,177
shares
|
$363,516
0.01% of portfolio
|
Q3 2024
Added 88.09%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
6,110
shares
|
$359,573
0.11% of portfolio
|
Q3 2024
Added 49.68%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
6,104
shares
|
$359,220
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
6,082
shares
|
$357,925
0.0% of portfolio
|
Q3 2024
Added 49.36%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
6,019
shares
|
$354,218
0.02% of portfolio
|
Q3 2024
Added 47.02%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,004
shares
|
$353,335
0.03% of portfolio
|
Q3 2024
Added 50.78%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$353,100
0.05% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,000
shares
|
$353,100
0.08% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
5,942
shares
|
$349,686
0.0% of portfolio
|
Q3 2024
Added 43.46%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
5,921
shares
|
$348,450
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,880
shares
|
$346,038
0.01% of portfolio
|
Q3 2024
Added 71.83%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
5,742
shares
|
$337,916
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
5,739
shares
|
$337,740
0.03% of portfolio
|
Q3 2024
Added 114.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
5,687
shares
|
$334,679
0.0% of portfolio
|
Q3 2024
Added 44.67%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
5,680
shares
|
$334,268
0.0% of portfolio
|
Q3 2024
Added 52.98%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Oct 24, 2024 Q3 2024 |
5,677
shares
|
$334,091
0.38% of portfolio
|
Q3 2024
Added 49.99%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
5,676
shares
|
$334,032
0.0% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,670
shares
|
$333,679
0.02% of portfolio
|
Q3 2024
Reduced 61.49%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
5,573
shares
|
$327,971
0.0% of portfolio
|
Q3 2024
Added 57.52%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
5,502
shares
|
$323,792
0.06% of portfolio
|
Q3 2024
Added 49.07%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,488
shares
|
$322,968
0.0% of portfolio
|
Q3 2024
Added 46.27%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
5,458
shares
|
$321,203
0.24% of portfolio
|
Q2 2024
Reduced 11.05%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
5,407
shares
|
$318,201
0.03% of portfolio
|
Q3 2024
Added 48.26%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
5,340
shares
|
$314,259
0.19% of portfolio
|
Q3 2024
Added 59.31%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,290
shares
|
$311,316
0.02% of portfolio
|
Q3 2024
Added 49.99%
|