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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
5,280
shares
|
$310,728
0.0% of portfolio
|
Q3 2024
Added 42.2%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
5,220
shares
|
$307,197
0.07% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
5,188
shares
|
$305,313
0.11% of portfolio
|
Q3 2024
Added 49.6%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
5,180
shares
|
$304,843
0.0% of portfolio
|
Q3 2024
Added 38.84%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
5,164
shares
|
$303,901
0.07% of portfolio
|
Q3 2024
Added 39.95%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,101
shares
|
$300,193
0.03% of portfolio
|
Q3 2024
Added 79.93%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
5,090
shares
|
$299,546
0.11% of portfolio
|
Q3 2024
Added 50.19%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,072
shares
|
$298,487
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
5,066
shares
|
$298,134
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
5,032
shares
|
$296,133
0.02% of portfolio
|
Q3 2024
Added 45.56%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
5,025
shares
|
$295,721
0.05% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
4,960
shares
|
$291,896
0.01% of portfolio
|
Q3 2024
Added 68.82%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
4,934
shares
|
$290,365
0.18% of portfolio
|
Q3 2024
Added 46.63%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
4,931
shares
|
$290,189
0.03% of portfolio
|
Q3 2024
Added 20.06%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,929
shares
|
$290,071
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
4,904
shares
|
$288,600
0.02% of portfolio
|
Q3 2024
Reduced 44.2%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
4,877
shares
|
$287,011
0.01% of portfolio
|
Q3 2024
Added 55.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,863
shares
|
$286,187
0.01% of portfolio
|
Q2 2020
Added 3.89%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,811
shares
|
$283,127
0.01% of portfolio
|
Q3 2024
Added 49.69%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,760
shares
|
$280,126
0.28% of portfolio
|
Q3 2024
Added 66.78%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,722
shares
|
$277,889
0.01% of portfolio
|
Q3 2024
Added 83.74%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,685
shares
|
$275,712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
4,646
shares
|
$273,417
0.01% of portfolio
|
Q3 2024
Added 50.84%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,644
shares
|
$273,299
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
4,627
shares
|
$272,298
0.01% of portfolio
|
Q3 2024
Added 34.39%
|