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 |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
4,930
shares
|
$361,911
0.03% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,916
shares
|
$360,883
0.01% of portfolio
|
Q2 2025
Reduced 56.87%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
4,869
shares
|
$357,433
0.0% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,863
shares
|
$356,992
0.01% of portfolio
|
Q2 2020
Added 3.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,841
shares
|
$355,377
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
4,785
shares
|
$351,266
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,759
shares
|
$349,358
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
4,711
shares
|
$345,834
0.01% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
4,698
shares
|
$344,880
0.02% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
4,668
shares
|
$342,677
0.05% of portfolio
|
Q2 2025
Reduced 20.68%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,644
shares
|
$340,916
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
4,637
shares
|
$340,402
0.01% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
4,616
shares
|
$338,860
0.02% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Aug 12, 2025 Q2 2025 |
4,600
shares
|
$337,686
0.01% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,590
shares
|
$336,951
0.02% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
4,569
shares
|
$335,410
0.01% of portfolio
|
Q2 2025
Reduced 44.3%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Jul 29, 2025 Q2 2025 |
4,536
shares
|
$332,987
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,506
shares
|
$330,785
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
4,499
shares
|
$330,271
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
4,498
shares
|
$330,198
0.02% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,440
shares
|
$325,940
0.01% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
4,396
shares
|
$322,710
0.15% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
4,392
shares
|
$322,416
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
4,334
shares
|
$318,158
0.02% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
4,328
shares
|
$317,718
0.01% of portfolio
|
Q2 2025
Reduced 67.48%
|