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 844 institutions that hold shares in the stock, with a total of 250 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,269
shares
|
$428,652
0.03% of portfolio
|
Q2 2022
Added 8.3%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,251
shares
|
$427,591
0.01% of portfolio
|
Q4 2022
Added 1.51%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,224
shares
|
$425,999
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
7,005
shares
|
$413,084
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
6,972
shares
|
$411,138
0.2% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,896
shares
|
$406,657
0.01% of portfolio
|
Q3 2024
Added 105.48%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 12, 2024 Q3 2024 |
6,843
shares
|
$403,531
0.26% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,830
shares
|
$402,765
0.0% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
6,765
shares
|
$398,932
0.05% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,754
shares
|
$398,283
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
6,750
shares
|
$398,047
0.31% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
6,748
shares
|
$397,929
0.1% of portfolio
|
Q3 2024
Added 49.96%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
6,744
shares
|
$397,693
0.03% of portfolio
|
Q3 2024
Added 51.65%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
6,718
shares
|
$396,160
0.04% of portfolio
|
Q3 2024
Added 49.45%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
6,712
shares
|
$395,806
0.05% of portfolio
|
Q3 2024
Added 49.99%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,693
shares
|
$394,686
0.0% of portfolio
|
Q3 2024
Added 12.41%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,619
shares
|
$390,322
0.01% of portfolio
|
Q3 2024
Reduced 76.5%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,489
shares
|
$382,656
0.0% of portfolio
|
Q3 2024
Added 14.4%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
6,480
shares
|
$382,125
0.05% of portfolio
|
Q3 2024
Added 37.55%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,459
shares
|
$380,887
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,413
shares
|
$378,174
0.04% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
6,216
shares
|
$366,557
0.01% of portfolio
|
Q3 2024
Added 46.88%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
6,187
shares
|
$364,847
0.14% of portfolio
|
Q3 2024
Added 49.99%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,179
shares
|
$364,375
0.0% of portfolio
|
Q3 2024
Added 64.07%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
6,177
shares
|
$364,257
0.01% of portfolio
|
Q3 2024
Added 88.09%
|