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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
657
shares
|
$48,230
0.01% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
657
shares
|
$48,230
0.01% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
646
shares
|
$47,422
0.02% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
633
shares
|
$46,468
0.01% of portfolio
|
Q2 2025
Added 148.24%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
622
shares
|
$45,661
0.01% of portfolio
|
Q1 2025
Reduced 24.24%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
618
shares
|
$45,367
0.0% of portfolio
|
Q2 2025
Reduced 57.79%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
618
shares
|
$45,367
0.01% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
616
shares
|
$45,220
0.02% of portfolio
|
Q2 2025
Added 148.39%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
586
shares
|
$43,018
0.0% of portfolio
|
Q2 2025
Added 691.89%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
582
shares
|
$42,724
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
580
shares
|
$42,577
0.02% of portfolio
|
Q2 2024
Added 49.87%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
501
shares
|
$36,778
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
500
shares
|
$36,705
0.0% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
477
shares
|
$35,016
0.01% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
460
shares
|
$33,768
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
457
shares
|
$33,548
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
452
shares
|
$33,181
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
440
shares
|
$32,300
0.0% of portfolio
|
Q2 2025
Added 249.21%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
424
shares
|
$31,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
421
shares
|
$30,905
0.01% of portfolio
|
Q3 2024
Added 49.82%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
407
shares
|
$29,877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
404
shares
|
$29,657
0.0% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
386
shares
|
$28,336
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
379
shares
|
$27,822
0.01% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
375
shares
|
$27,528
0.0% of portfolio
|
Q1 2025
Added 43.13%
|