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 |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
93
shares
|
$6,827
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
87
shares
|
$6,386
0.0% of portfolio
|
Q2 2023
Reduced 58.57%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
84
shares
|
$6,166
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
82
shares
|
$6,019
0.0% of portfolio
|
Q2 2022
Reduced 74.77%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
79
shares
|
$5,799
0.0% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
73
shares
|
$5,358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
70
shares
|
$5,138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
64
shares
|
$4,698
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
61
shares
|
$4,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
61
shares
|
$4,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
57
shares
|
$4,184
0.0% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
54
shares
|
$3,964
0.0% of portfolio
|
Q2 2025
Added 54.29%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
53
shares
|
$3,890
0.0% of portfolio
|
Q2 2025
Reduced 20.9%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
53
shares
|
$3,890
0.0% of portfolio
|
Q2 2025
Reduced 20.9%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
48
shares
|
$3,523
0.0% of portfolio
|
Q2 2025
Added 140.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
46
shares
|
$3,376
0.0% of portfolio
|
Q2 2024
Added 318.18%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
43
shares
|
$3,156
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
43
shares
|
$3,156
0.0% of portfolio
|
Q3 2024
Added 48.28%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
42
shares
|
$3,083
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
38
shares
|
$2,789
0.0% of portfolio
|
Q2 2025
Added 22.58%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
34
shares
|
$2,495
0.0% of portfolio
|
Q2 2025
Reduced 35.85%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
34
shares
|
$2,495
0.0% of portfolio
|
Q1 2022
Reduced 85.83%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
34
shares
|
$2,495
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
31
shares
|
$2,275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
31
shares
|
$2,275
0.0% of portfolio
|
Q1 2025
New holding
|