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 |
|---|---|---|---|---|---|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
7,733
shares
|
$567,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
7,715
shares
|
$566,358
0.01% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
7,711
shares
|
$566,064
0.01% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
7,658
shares
|
$562,173
0.06% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,638
shares
|
$560,705
0.11% of portfolio
|
Q2 2023
Added 3.69%
|
|
|
Washington Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
7,600
shares
|
$557,916
0.43% of portfolio
|
Q2 2025
Reduced 19.15%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
7,590
shares
|
$557,181
0.07% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
7,528
shares
|
$552,630
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
7,519
shares
|
$551,969
0.26% of portfolio
|
Q1 2025
Reduced 49.87%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
7,425
shares
|
$545,069
0.1% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,421
shares
|
$544,775
0.02% of portfolio
|
Q1 2023
Added 0.08%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
7,401
shares
|
$543,307
0.01% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
7,383
shares
|
$541,986
0.07% of portfolio
|
Q2 2025
Reduced 20.21%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
7,362
shares
|
$540,444
0.01% of portfolio
|
Q2 2025
Reduced 73.36%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
7,325
shares
|
$537,728
0.0% of portfolio
|
Q2 2025
Reduced 83.62%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,269
shares
|
$533,617
0.03% of portfolio
|
Q2 2022
Added 8.3%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
7,260
shares
|
$532,956
0.01% of portfolio
|
Q2 2025
Added 18.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
7,260
shares
|
$532,956
0.0% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
7,249
shares
|
$532,149
0.04% of portfolio
|
Q2 2025
Added 106.29%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,242
shares
|
$531,635
0.02% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
7,156
shares
|
$525,321
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
7,121
shares
|
$522,752
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,117
shares
|
$522,458
0.02% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
7,111
shares
|
$522,018
0.0% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
7,039
shares
|
$516,732
0.13% of portfolio
|
Q2 2025
New holding
|