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 |
|---|---|---|---|---|---|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
2,769
shares
|
$203,272
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
2,737
shares
|
$200,923
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
2,737
shares
|
$200,923
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
2,733
shares
|
$200,629
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
2,655
shares
|
$194,903
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,606
shares
|
$191,306
0.09% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,539
shares
|
$186,387
0.01% of portfolio
|
Q2 2025
Reduced 23.8%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
2,530
shares
|
$185,727
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,467
shares
|
$181,102
0.02% of portfolio
|
Q1 2025
Reduced 38.57%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
2,441
shares
|
$179,193
0.0% of portfolio
|
Q2 2025
Added 108.28%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,413
shares
|
$177,138
0.0% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Employees Retirement System Of Texas
|
Aug 12, 2025 Q2 2025 |
2,400
shares
|
$176,184
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
2,327
shares
|
$170,825
0.28% of portfolio
|
Q1 2024
Reduced 68.55%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,275
shares
|
$167,007
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
2,196
shares
|
$161,208
0.01% of portfolio
|
Q3 2024
Added 563.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,178
shares
|
$159,886
0.01% of portfolio
|
Q2 2025
Reduced 57.45%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
2,042
shares
|
$149,903
0.02% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,030
shares
|
$149,022
0.0% of portfolio
|
Q2 2025
Added 17.07%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,001
shares
|
$146,893
0.01% of portfolio
|
Q2 2025
Reduced 60.35%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
1,968
shares
|
$144,470
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,928
shares
|
$141,534
0.01% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
1,905
shares
|
$139,846
0.0% of portfolio
|
Q2 2025
Reduced 79.96%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,888
shares
|
$138,598
0.01% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,847
shares
|
$135,588
0.02% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
1,709
shares
|
$125,457
0.0% of portfolio
|
Q2 2025
Reduced 1.78%
|