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 |
|---|---|---|---|---|---|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
171
shares
|
$10,210
0.0% of portfolio
|
Q3 2024
Added 58.33%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
163
shares
|
$9,732
0.01% of portfolio
|
Q3 2024
Added 49.54%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
160
shares
|
$9,553
0.0% of portfolio
|
Q3 2024
Added 49.53%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
147
shares
|
$8,777
0.01% of portfolio
|
Q3 2024
Reduced 53.18%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
147
shares
|
$8,777
0.0% of portfolio
|
Q3 2024
Added 1236.36%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
138
shares
|
$8,239
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
125
shares
|
$7,463
0.0% of portfolio
|
Q3 2024
Added 792.86%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
123
shares
|
$7,344
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
119
shares
|
$7,105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
114
shares
|
$6,806
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
114
shares
|
$6,806
0.01% of portfolio
|
Q1 2022
Added 50.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
112
shares
|
$6,687
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
112
shares
|
$6,687
0.0% of portfolio
|
Q3 2024
Added 49.33%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
109
shares
|
$6,508
0.0% of portfolio
|
Q3 2024
Added 49.32%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
108
shares
|
$6,448
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
104
shares
|
$6,209
0.0% of portfolio
|
Q3 2024
Added 50.72%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
102
shares
|
$6,090
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
94
shares
|
$5,612
0.0% of portfolio
|
Q3 2024
Added 51.61%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
93
shares
|
$5,553
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
93
shares
|
$5,553
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
87
shares
|
$5,194
0.0% of portfolio
|
Q2 2023
Reduced 58.57%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
82
shares
|
$4,896
0.0% of portfolio
|
Q2 2022
Reduced 74.77%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
82
shares
|
$4,896
0.0% of portfolio
|
Q3 2024
Added 46.43%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
78
shares
|
$4,657
0.0% of portfolio
|
Q3 2024
Added 34.48%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
76
shares
|
$4,537
0.0% of portfolio
|
Q3 2024
Added 72.73%
|