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 |
|---|---|---|---|---|---|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
6,994
shares
|
$513,429
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
6,889
shares
|
$505,721
0.04% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
6,882
shares
|
$505,207
0.21% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,830
shares
|
$501,390
0.0% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
6,750
shares
|
$495,517
0.35% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
6,750
shares
|
$495,517
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
6,746
shares
|
$495,223
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,744
shares
|
$495,077
0.03% of portfolio
|
Q3 2024
Added 51.65%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
6,726
shares
|
$493,755
0.03% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
6,670
shares
|
$489,644
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
6,642
shares
|
$487,589
0.04% of portfolio
|
Q2 2025
Added 24.97%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
6,589
shares
|
$483,698
0.17% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,542
shares
|
$480,248
0.0% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
6,511
shares
|
$477,972
0.13% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
6,471
shares
|
$475,036
0.0% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
6,452
shares
|
$473,641
0.0% of portfolio
|
Q2 2025
Reduced 14.88%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
6,397
shares
|
$469,603
0.05% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
6,394
shares
|
$469,383
0.04% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,391
shares
|
$469,163
0.08% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
6,376
shares
|
$468,062
0.06% of portfolio
|
Q2 2025
Added 50.88%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
6,357
shares
|
$466,667
0.02% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,331
shares
|
$464,758
0.03% of portfolio
|
Q2 2025
Added 19.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,297
shares
|
$462,262
0.01% of portfolio
|
Q2 2025
Added 38.09%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
6,288
shares
|
$461,602
0.04% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
6,285
shares
|
$461,381
0.02% of portfolio
|
Q2 2025
Added 30.48%
|