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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
4,323
shares
|
$317,351
0.01% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
4,311
shares
|
$316,470
0.09% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,302
shares
|
$315,809
0.02% of portfolio
|
Q3 2024
Added 50.52%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
4,287
shares
|
$314,708
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Aug 12, 2025 Q2 2025 |
4,277
shares
|
$313,974
0.5% of portfolio
|
Q2 2025
Reduced 24.66%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
4,252
shares
|
$312,139
0.02% of portfolio
|
Q3 2024
Added 49.98%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
4,247
shares
|
$311,772
0.01% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
4,235
shares
|
$310,891
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
4,215
shares
|
$309,423
0.08% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
4,200
shares
|
$308,322
0.06% of portfolio
|
Q3 2023
Added 16.67%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
4,198
shares
|
$308,175
0.0% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
4,108
shares
|
$301,568
0.06% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Wexford Capital LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
4,100
shares
|
$300,981
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
4,099
shares
|
$300,907
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,096
shares
|
$300,687
0.03% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
4,087
shares
|
$300,026
0.1% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
4,054
shares
|
$297,604
0.1% of portfolio
|
Q2 2025
Reduced 75.09%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,030
shares
|
$295,842
0.01% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
3,960
shares
|
$290,703
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
3,894
shares
|
$285,858
0.03% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,859
shares
|
$283,289
0.02% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
3,856
shares
|
$283,068
0.0% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
3,846
shares
|
$282,334
0.01% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,842
shares
|
$282,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
3,832
shares
|
$281,307
0.01% of portfolio
|
Q2 2025
Added 6.86%
|