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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
66
shares
|
$3,940
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
58
shares
|
$3,463
0.0% of portfolio
|
Q3 2024
Added 48.72%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
55
shares
|
$3,284
0.0% of portfolio
|
Q3 2024
Added 48.65%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
53
shares
|
$3,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
53
shares
|
$3,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
51
shares
|
$3,045
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
46
shares
|
$2,746
0.0% of portfolio
|
Q2 2024
Added 318.18%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
43
shares
|
$2,567
0.0% of portfolio
|
Q3 2024
Added 48.28%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
42
shares
|
$2,507
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
34
shares
|
$2,030
0.0% of portfolio
|
Q1 2022
Reduced 85.83%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
27
shares
|
$1,612
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
26
shares
|
$1,552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
25
shares
|
$1,492
0.0% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
24
shares
|
$1,433
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
24
shares
|
$1,433
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
21
shares
|
$1,253
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
19
shares
|
$1,134
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
19
shares
|
$1,134
0.0% of portfolio
|
Q3 2024
Added 46.15%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
14
shares
|
$835
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
11
shares
|
$656
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
9
shares
|
$537
0.0% of portfolio
|
Q3 2023
Added 80.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9
shares
|
$537
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
9
shares
|
$537
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
7
shares
|
$417
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
6
shares
|
$358
0.0% of portfolio
|
Q3 2024
Added 50.0%
|