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 845 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
829
shares
|
$49,499
0.01% of portfolio
|
Q3 2024
Added 49.91%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
821
shares
|
$49,021
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
801
shares
|
$47,827
0.0% of portfolio
|
Q3 2024
Added 108.05%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
778
shares
|
$46,454
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
773
shares
|
$46,155
0.0% of portfolio
|
Q3 2024
Added 66.59%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
719
shares
|
$42,931
0.02% of portfolio
|
Q3 2024
Added 51.05%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
675
shares
|
$40,304
0.03% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
657
shares
|
$39,229
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
634
shares
|
$37,856
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
619
shares
|
$36,960
0.0% of portfolio
|
Q3 2024
Added 50.98%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
618
shares
|
$36,900
0.01% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
601
shares
|
$35,885
0.0% of portfolio
|
Q3 2024
Added 68.35%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
580
shares
|
$34,631
0.02% of portfolio
|
Q2 2024
Added 49.87%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
457
shares
|
$27,287
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
457
shares
|
$27,287
0.0% of portfolio
|
Q3 2024
Added 144.39%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
431
shares
|
$25,735
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
424
shares
|
$25,317
0.0% of portfolio
|
Q3 2024
Added 49.3%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
421
shares
|
$25,137
0.01% of portfolio
|
Q3 2024
Added 49.82%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
412
shares
|
$24,600
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
411
shares
|
$24,540
0.0% of portfolio
|
Q3 2024
Added 28.84%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
408
shares
|
$24,361
0.0% of portfolio
|
Q3 2024
Added 61.26%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
402
shares
|
$24,003
0.01% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
397
shares
|
$23,704
0.0% of portfolio
|
Q3 2024
Added 49.81%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
392
shares
|
$23,406
0.01% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
389
shares
|
$23,227
0.0% of portfolio
|
Q3 2024
Added 46.24%
|