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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
30
shares
|
$2,202
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
30
shares
|
$2,202
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
29
shares
|
$2,128
0.0% of portfolio
|
Q2 2025
Reduced 42.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
27
shares
|
$1,982
0.0% of portfolio
|
Q2 2025
Added 35.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
27
shares
|
$1,982
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
26
shares
|
$1,908
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
24
shares
|
$1,761
0.0% of portfolio
|
Q2 2025
Added 84.62%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
24
shares
|
$1,761
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
23
shares
|
$1,688
0.0% of portfolio
|
Q1 2025
Reduced 98.59%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
21
shares
|
$1,541
0.0% of portfolio
|
Q2 2025
Added 90.91%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
21
shares
|
$1,541
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
19
shares
|
$1,394
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
18
shares
|
$1,321
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
18
shares
|
$1,321
0.0% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
17
shares
|
$1,247
0.0% of portfolio
|
Q2 2025
Added 88.89%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
16
shares
|
$1,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
16
shares
|
$1,174
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
16
shares
|
$1,174
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
14
shares
|
$1,027
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
14
shares
|
$1,027
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
12
shares
|
$880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
11
shares
|
$807
0.0% of portfolio
|
Q2 2025
Added 57.14%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
11
shares
|
$807
0.0% of portfolio
|
Q2 2025
Reduced 81.82%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
10
shares
|
$734
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
9
shares
|
$660
0.0% of portfolio
|
Q4 2024
New holding
|