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 1,016 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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
7,810
shares
|
$601,370
0.0% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
7,801
shares
|
$600,677
0.02% of portfolio
|
Q4 2025
Reduced 3.31%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
7,751
shares
|
$596,827
0.04% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
7,733
shares
|
$595,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,659
shares
|
$589,743
0.02% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
7,653
shares
|
$589,281
0.05% of portfolio
|
Q3 2025
Reduced 50.8%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
7,638
shares
|
$588,126
0.11% of portfolio
|
Q2 2023
Added 3.69%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
7,636
shares
|
$587,972
0.04% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
7,590
shares
|
$584,430
0.07% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 08, 2026 Q4 2025 |
7,519
shares
|
$578,963
0.23% of portfolio
|
Q1 2025
Reduced 49.87%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
7,485
shares
|
$576,345
0.03% of portfolio
|
Q3 2025
Reduced 38.43%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,472
shares
|
$575,344
0.0% of portfolio
|
Q3 2025
Reduced 69.66%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
7,425
shares
|
$571,725
0.1% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,421
shares
|
$571,417
0.02% of portfolio
|
Q1 2023
Added 0.08%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
7,393
shares
|
$569,261
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
7,376
shares
|
$567,952
0.01% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Assenagon Asset Management S.A.
|
Jan 09, 2026 Q4 2025 |
7,338
shares
|
$565,026
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
7,316
shares
|
$563,332
0.13% of portfolio
|
Q3 2025
Reduced 37.07%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,269
shares
|
$559,713
0.03% of portfolio
|
Q2 2022
Added 8.3%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
7,256
shares
|
$558,712
0.0% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
7,242
shares
|
$557,634
0.01% of portfolio
|
Q4 2025
Reduced 3.5%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
7,234
shares
|
$557,018
0.26% of portfolio
|
Q3 2025
Reduced 19.06%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
7,122
shares
|
$548,394
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
7,020
shares
|
$540,540
0.18% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
7,012
shares
|
$539,924
0.02% of portfolio
|
Q3 2025
Reduced 1.48%
|
|