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 |
|---|---|---|---|---|---|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
9,974
shares
|
$767,998
0.19% of portfolio
|
Q1 2025
Reduced 48.28%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
9,960
shares
|
$766,920
0.01% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
9,950
shares
|
$766,150
0.01% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,907
shares
|
$762,839
0.08% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
9,878
shares
|
$760,606
0.01% of portfolio
|
Q3 2025
Added 38.91%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
9,866
shares
|
$759,682
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
9,665
shares
|
$744,205
0.0% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
9,633
shares
|
$741,741
0.29% of portfolio
|
Q3 2025
Added 27.96%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
9,551
shares
|
$735,427
0.01% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,495
shares
|
$731,115
0.0% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
9,493
shares
|
$730,961
0.02% of portfolio
|
Q3 2025
Added 70.95%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,430
shares
|
$726,110
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
9,426
shares
|
$725,802
0.0% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
9,416
shares
|
$725,032
0.0% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
9,380
shares
|
$722,260
0.05% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
9,335
shares
|
$718,795
0.01% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
9,264
shares
|
$713,328
0.0% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
9,190
shares
|
$707,630
0.56% of portfolio
|
Q3 2025
Added 17.9%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
9,188
shares
|
$707,476
0.33% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
9,183
shares
|
$707,091
0.0% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
9,018
shares
|
$694,386
0.02% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
9,015
shares
|
$694,155
0.01% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
8,996
shares
|
$692,692
0.04% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
8,905
shares
|
$685,685
0.19% of portfolio
|
Q3 2025
Reduced 22.83%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
8,892
shares
|
$684,684
0.04% of portfolio
|
Q3 2025
Reduced 0.11%
|
|