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 1,020 institutions that hold shares in the stock, with a total of 251 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
28,440
shares
|
$2.19 Million
0.79% of portfolio
|
Q3 2025
Reduced 61.78%
|
|
|
Tredje Ap Fonden
|
Nov 10, 2025 Q3 2025 |
28,298
shares
|
$2.18 Million
0.02% of portfolio
|
Q3 2025
Reduced 42.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
28,100
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
27,255
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2025
Added 14.98%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
27,255
shares
|
$2.1 Million
0.08% of portfolio
|
Q3 2025
Added 25.38%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
26,947
shares
|
$2.07 Million
0.63% of portfolio
|
Q3 2025
Added 37.07%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
26,123
shares
|
$2.01 Million
0.32% of portfolio
|
Q3 2025
Added 18.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
25,789
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
25,691
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
25,686
shares
|
$1.98 Million
1.61% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
25,415
shares
|
$1.96 Million
0.15% of portfolio
|
Q3 2022
Added 83.29%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
25,125
shares
|
$1.93 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
24,985
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2025
Added 682.25%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Oct 29, 2025 Q3 2025 |
24,910
shares
|
$1.92 Million
1.41% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Grace & White Inc
|
Oct 23, 2025 Q3 2025 |
24,869
shares
|
$1.91 Million
0.42% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 06, 2026 Q4 2025 |
24,300
shares
|
$1.87 Million
1.62% of portfolio
|
Q4 2025
Added 92.86%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
24,176
shares
|
$1.86 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
24,125
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
24,067
shares
|
$1.85 Million
0.33% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
24,067
shares
|
$1.85 Million
0.36% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
24,041
shares
|
$1.85 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
24,013
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 44.76%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
23,935
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
23,867
shares
|
$1.84 Million
0.03% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
23,600
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2025
Added 1.49%
|
|