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 |
|---|---|---|---|---|---|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
1,687
shares
|
$123,842
0.06% of portfolio
|
Q3 2024
Added 49.96%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,621
shares
|
$118,997
0.0% of portfolio
|
Q2 2025
Reduced 77.72%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
1,601
shares
|
$117,529
0.1% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,564
shares
|
$114,813
0.0% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,545
shares
|
$113,418
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,496
shares
|
$109,821
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,485
shares
|
$109,013
0.06% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,479
shares
|
$108,573
0.01% of portfolio
|
Q1 2025
Added 41.13%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
1,467
shares
|
$107,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,450
shares
|
$106,444
0.0% of portfolio
|
Q2 2025
Reduced 37.15%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
1,431
shares
|
$105,049
0.0% of portfolio
|
Q2 2025
Reduced 79.35%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,375
shares
|
$100,938
0.03% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,350
shares
|
$99,103
0.01% of portfolio
|
Q3 2024
Added 49.83%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,350
shares
|
$99,103
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,346
shares
|
$98,809
0.01% of portfolio
|
Q2 2025
Added 21.92%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,288
shares
|
$94,552
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,250
shares
|
$91,762
0.0% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,231
shares
|
$90,367
0.0% of portfolio
|
Q1 2024
Reduced 5.31%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,223
shares
|
$89,780
0.0% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
1,167
shares
|
$85,669
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,125
shares
|
$82,586
0.02% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,120
shares
|
$82,219
0.01% of portfolio
|
Q2 2025
Added 322.64%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,110
shares
|
$81,485
0.01% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,107
shares
|
$81,264
0.0% of portfolio
|
Q2 2025
Reduced 30.9%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,061
shares
|
$77,888
0.01% of portfolio
|
Q1 2025
Added 0.47%
|