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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
6,256
shares
|
$459,252
0.01% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
6,253
shares
|
$459,032
0.18% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
6,243
shares
|
$458,298
0.08% of portfolio
|
Q1 2025
Reduced 41.39%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
6,242
shares
|
$458,225
0.05% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
6,208
shares
|
$455,729
0.0% of portfolio
|
Q2 2025
Added 19.96%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
6,183
shares
|
$453,894
0.0% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
6,180
shares
|
$453,673
0.02% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
6,171
shares
|
$453,013
0.22% of portfolio
|
Q2 2025
Reduced 38.65%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
6,111
shares
|
$448,608
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
6,104
shares
|
$448,094
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jul 25, 2025 Q2 2025 |
6,100
shares
|
$447,801
0.48% of portfolio
|
Q2 2025
Reduced 37.76%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
6,067
shares
|
$445,378
0.02% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
6,045
shares
|
$443,763
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,000
shares
|
$440,460
0.08% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
5,937
shares
|
$435,835
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
5,920
shares
|
$434,587
0.06% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,920
shares
|
$434,587
0.0% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
5,918
shares
|
$434,440
0.2% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
5,913
shares
|
$434,073
0.04% of portfolio
|
Q2 2025
Reduced 87.98%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
5,908
shares
|
$433,706
0.01% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
5,839
shares
|
$428,640
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
5,806
shares
|
$426,218
0.0% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
5,781
shares
|
$424,383
0.01% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
5,780
shares
|
$424,309
0.0% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
5,734
shares
|
$420,932
0.09% of portfolio
|
Q2 2025
Reduced 6.25%
|