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 1,023 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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
23,406
shares
|
$1.8 Million
0.1% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Oct 16, 2025 Q3 2025 |
23,307
shares
|
$1.79 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
23,000
shares
|
$1.77 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
22,440
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
22,106
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2023
Reduced 9.13%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 27, 2025 Q3 2025 |
22,031
shares
|
$1.7 Million
0.91% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
22,017
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2025
Added 705.6%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,943
shares
|
$1.69 Million
0.38% of portfolio
|
Q3 2025
Added 28.91%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
21,750
shares
|
$1.67 Million
0.46% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 09, 2025 Q3 2025 |
21,740
shares
|
$1.67 Million
0.73% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
21,713
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2025
Added 222.82%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
21,701
shares
|
$1.67 Million
0.24% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
21,628
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 65.02%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
21,603
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
21,492
shares
|
$1.65 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
21,210
shares
|
$1.63 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
21,200
shares
|
$1.63 Million
0.95% of portfolio
|
Q3 2025
Added 126.25%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
20,821
shares
|
$1.6 Million
0.52% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
20,658
shares
|
$1.59 Million
0.21% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Sage Capital Advisors,Llc
|
Oct 07, 2025 Q3 2025 |
20,475
shares
|
$1.58 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
20,007
shares
|
$1.54 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
19,995
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Delphi Management Inc /Ma/
Boston, MA |
Oct 15, 2025 Q3 2025 |
19,952
shares
|
$1.54 Million
1.42% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
19,916
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Added 64.13%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
19,894
shares
|
$1.53 Million
1.5% of portfolio
|
Q3 2025
Reduced 3.09%
|
|