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 |
|---|---|---|---|---|---|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,370
shares
|
$247,391
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,347
shares
|
$245,703
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,327
shares
|
$244,235
0.08% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
3,321
shares
|
$243,794
0.01% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
3,310
shares
|
$242,987
0.04% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,300
shares
|
$242,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
3,300
shares
|
$242,253
0.04% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,285
shares
|
$241,151
0.01% of portfolio
|
Q3 2023
Reduced 3.81%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,276
shares
|
$240,491
0.02% of portfolio
|
Q4 2022
Reduced 13.99%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
3,273
shares
|
$240,270
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
3,268
shares
|
$239,903
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
3,256
shares
|
$239,022
0.19% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
3,226
shares
|
$236,820
0.01% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,207
shares
|
$235,425
0.02% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
3,197
shares
|
$234,691
0.03% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,195
shares
|
$234,544
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
3,194
shares
|
$234,471
0.01% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
3,176
shares
|
$233,150
0.0% of portfolio
|
Q2 2025
Reduced 66.53%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,175
shares
|
$233,076
0.0% of portfolio
|
Q2 2025
Reduced 34.43%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,161
shares
|
$232,049
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
3,159
shares
|
$231,902
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
3,140
shares
|
$230,507
0.1% of portfolio
|
Q2 2025
Added 45.3%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
3,135
shares
|
$230,140
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
3,119
shares
|
$228,965
0.04% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,107
shares
|
$228,084
0.01% of portfolio
|
Q2 2023
Added 76.84%
|