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 929 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 $18.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
53,989
shares
|
$3.84 Million
1.73% of portfolio
|
Q3 2024
New holding
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Feb 13, 2025 Q4 2024 |
53,938
shares
|
$3.84 Million
0.46% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Patton Fund Management, Inc.
|
Jan 22, 2025 Q4 2024 |
53,341
shares
|
$3.8 Million
0.62% of portfolio
|
Q4 2024
Reduced 14.92%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
53,218
shares
|
$3.79 Million
0.37% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
53,087
shares
|
$3.78 Million
2.56% of portfolio
|
Q4 2024
Reduced 24.26%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
52,878
shares
|
$3.76 Million
0.12% of portfolio
|
Q4 2023
Added 1.85%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
52,407
shares
|
$3.73 Million
0.8% of portfolio
|
Q1 2023
Added 272.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
51,558
shares
|
$3.67 Million
0.03% of portfolio
|
Q4 2024
Reduced 21.57%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Feb 05, 2025 Q4 2024 |
51,500
shares
|
$3.66 Million
2.48% of portfolio
|
Q4 2024
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Feb 12, 2025 Q4 2024 |
51,412
shares
|
$3.66 Million
2.1% of portfolio
|
Q4 2024
Added 34.94%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
50,615
shares
|
$3.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
50,503
shares
|
$3.59 Million
0.09% of portfolio
|
Q4 2024
Added 75.56%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
50,385
shares
|
$3.59 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
50,054
shares
|
$3.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 19.51%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
49,971
shares
|
$3.56 Million
0.01% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
48,601
shares
|
$3.46 Million
0.03% of portfolio
|
Q3 2024
Added 42.1%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
48,432
shares
|
$3.45 Million
1.87% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Tredje Ap Fonden
|
Feb 10, 2025 Q4 2024 |
48,165
shares
|
$3.43 Million
0.03% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
48,136
shares
|
$3.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
48,035
shares
|
$3.42 Million
0.21% of portfolio
|
Q4 2024
Added 37.11%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
47,901
shares
|
$3.41 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
47,901
shares
|
$3.41 Million
0.23% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
47,679
shares
|
$3.39 Million
0.01% of portfolio
|
Q4 2024
Added 93.33%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
47,653
shares
|
$3.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.66%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
47,587
shares
|
$3.39 Million
0.03% of portfolio
|
Q4 2024
Added 17.06%
|