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 |
|---|---|---|---|---|---|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
3,107
shares
|
$228,084
0.1% of portfolio
|
Q2 2025
Reduced 82.92%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
3,092
shares
|
$226,983
0.02% of portfolio
|
Q2 2025
Reduced 17.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,087
shares
|
$226,616
0.0% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
3,085
shares
|
$226,469
0.06% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
3,077
shares
|
$225,882
0.12% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
3,075
shares
|
$225,735
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
3,002
shares
|
$220,376
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,993
shares
|
$219,716
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
2,981
shares
|
$218,835
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
2,944
shares
|
$216,119
0.01% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
2,942
shares
|
$215,972
0.13% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
2,894
shares
|
$212,448
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
2,892
shares
|
$212,301
0.18% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
2,890
shares
|
$212,154
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
2,863
shares
|
$210,172
0.01% of portfolio
|
Q2 2023
Reduced 33.32%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,863
shares
|
$210,172
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,840
shares
|
$208,484
0.01% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
2,813
shares
|
$206,502
0.06% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Barr E S & CO
Lexington, KY |
Aug 12, 2025 Q2 2025 |
2,812
shares
|
$206,428
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
2,807
shares
|
$206,061
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,800
shares
|
$205,548
0.07% of portfolio
|
Q2 2025
Reduced 17.04%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
2,797
shares
|
$205,327
0.05% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
2,782
shares
|
$204,226
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
2,776
shares
|
$203,786
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,772
shares
|
$203,492
0.01% of portfolio
|
Q2 2025
New holding
|