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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,722
shares
|
$420,052
0.0% of portfolio
|
Q2 2025
Added 61.41%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
5,600
shares
|
$411,096
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
5,567
shares
|
$408,673
0.01% of portfolio
|
Q2 2025
Added 16.49%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,553
shares
|
$407,645
0.01% of portfolio
|
Q2 2025
Added 17.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
5,497
shares
|
$403,534
0.01% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
5,484
shares
|
$402,580
0.01% of portfolio
|
Q2 2025
Added 81.89%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
5,469
shares
|
$401,479
0.05% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
5,458
shares
|
$400,671
0.24% of portfolio
|
Q2 2024
Reduced 11.05%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
5,441
shares
|
$399,423
0.18% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
5,415
shares
|
$397,515
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
5,385
shares
|
$395,312
0.19% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
5,321
shares
|
$390,614
0.07% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Jul 23, 2025 Q2 2025 |
5,286
shares
|
$388,045
0.21% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
5,283
shares
|
$387,825
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
5,253
shares
|
$385,622
0.04% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
5,236
shares
|
$384,374
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
5,176
shares
|
$379,970
0.09% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,170
shares
|
$379,529
0.01% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
5,162
shares
|
$378,942
0.01% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
5,066
shares
|
$371,895
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,058
shares
|
$371,307
0.01% of portfolio
|
Q2 2025
Added 25.11%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
5,050
shares
|
$370,720
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
4,998
shares
|
$366,903
0.19% of portfolio
|
Q2 2025
Added 26.6%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
4,992
shares
|
$366,462
0.05% of portfolio
|
Q2 2025
Reduced 56.63%
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,982
shares
|
$365,728
0.34% of portfolio
|
Q2 2025
Added 1.96%
|