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 925 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
114
shares
|
$7,161
0.01% of portfolio
|
Q1 2022
Added 50.0%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
114
shares
|
$7,161
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
112
shares
|
$7,035
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
112
shares
|
$7,035
0.0% of portfolio
|
Q3 2024
Added 49.33%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
109
shares
|
$6,847
0.0% of portfolio
|
Q3 2024
Added 49.32%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
108
shares
|
$6,784
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
106
shares
|
$6,658
0.0% of portfolio
|
Q4 2024
Added 457.89%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
102
shares
|
$6,407
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
100
shares
|
$6,282
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
96
shares
|
$6,030
0.0% of portfolio
|
Q1 2024
Added 228.13%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
93
shares
|
$5,842
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
93
shares
|
$5,842
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
87
shares
|
$5,465
0.0% of portfolio
|
Q2 2023
Reduced 58.57%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
84
shares
|
$5,276
0.0% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
82
shares
|
$5,151
0.0% of portfolio
|
Q2 2022
Reduced 74.77%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
79
shares
|
$4,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
78
shares
|
$4,899
0.0% of portfolio
|
Q3 2024
Added 34.48%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
76
shares
|
$4,774
0.0% of portfolio
|
Q3 2024
Added 72.73%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
67
shares
|
$4,208
0.0% of portfolio
|
Q4 2024
Added 26.42%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
67
shares
|
$4,208
0.0% of portfolio
|
Q4 2024
Added 26.42%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
66
shares
|
$4,146
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
55
shares
|
$3,455
0.0% of portfolio
|
Q3 2024
Added 48.65%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
54
shares
|
$3,392
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
51
shares
|
$3,203
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
48
shares
|
$3,015
0.0% of portfolio
|
Q4 2024
Added 92.0%
|