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 |
|---|---|---|---|---|---|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
6,939
shares
|
$534,303
0.0% of portfolio
|
Q3 2025
Reduced 84.98%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
6,904
shares
|
$531,608
0.04% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,895
shares
|
$530,915
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,830
shares
|
$525,910
0.0% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
6,805
shares
|
$523,985
0.06% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
6,797
shares
|
$523,369
0.02% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
6,750
shares
|
$519,750
0.34% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,749
shares
|
$519,673
0.01% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
6,744
shares
|
$519,288
0.03% of portfolio
|
Q3 2024
Added 51.65%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,711
shares
|
$516,747
0.04% of portfolio
|
Q3 2025
Added 1358.91%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
6,678
shares
|
$514,206
0.01% of portfolio
|
Q4 2025
Reduced 3.62%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,670
shares
|
$513,590
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
6,633
shares
|
$510,741
0.15% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
6,500
shares
|
$500,500
0.01% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,470
shares
|
$498,190
0.08% of portfolio
|
Q4 2025
Reduced 1.93%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
6,411
shares
|
$493,647
0.14% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
6,397
shares
|
$492,569
0.05% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
6,334
shares
|
$487,718
0.05% of portfolio
|
Q3 2025
Reduced 17.29%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,331
shares
|
$487,487
0.03% of portfolio
|
Q2 2025
Added 19.68%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
6,288
shares
|
$484,176
0.04% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
6,267
shares
|
$482,559
0.01% of portfolio
|
Q3 2025
Added 14.28%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,223
shares
|
$479,171
0.0% of portfolio
|
Q3 2025
Reduced 98.6%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
6,220
shares
|
$478,940
0.13% of portfolio
|
Q4 2025
Reduced 2.87%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,192
shares
|
$476,784
0.0% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
6,179
shares
|
$475,783
0.02% of portfolio
|
Q3 2025
Reduced 2.8%
|
|