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 |
|---|---|---|---|---|---|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
186
shares
|
$13,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
185
shares
|
$13,580
0.01% of portfolio
|
Q2 2025
Added 30.28%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 13, 2025 Q2 2025 |
180
shares
|
$13,213
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
178
shares
|
$13,066
0.0% of portfolio
|
Q2 2025
Reduced 69.42%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
177
shares
|
$12,993
0.01% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
163
shares
|
$11,965
0.01% of portfolio
|
Q3 2024
Added 49.54%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
160
shares
|
$11,745
0.0% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
160
shares
|
$11,745
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
160
shares
|
$11,745
0.0% of portfolio
|
Q3 2024
Added 49.53%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
155
shares
|
$11,378
0.0% of portfolio
|
Q2 2025
Added 27.05%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
138
shares
|
$10,130
0.0% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
138
shares
|
$10,130
0.03% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
125
shares
|
$9,176
0.0% of portfolio
|
Q1 2025
Added 64.47%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
114
shares
|
$8,368
0.01% of portfolio
|
Q1 2022
Added 50.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
112
shares
|
$8,221
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
112
shares
|
$8,221
0.0% of portfolio
|
Q3 2024
Added 49.33%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
111
shares
|
$8,148
0.0% of portfolio
|
Q2 2025
Reduced 52.77%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
108
shares
|
$7,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
108
shares
|
$7,928
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
106
shares
|
$7,781
0.0% of portfolio
|
Q4 2024
Added 457.89%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
105
shares
|
$7,708
0.0% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
102
shares
|
$7,487
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
101
shares
|
$7,414
0.0% of portfolio
|
Q1 2025
Added 1342.86%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
99
shares
|
$7,267
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
93
shares
|
$6,827
0.0% of portfolio
|
Q2 2023
New holding
|