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 |
|---|---|---|---|---|---|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
4,574
shares
|
$269,728
0.14% of portfolio
|
Q3 2024
Added 60.38%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,506
shares
|
$265,718
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,486
shares
|
$264,539
0.0% of portfolio
|
Q3 2024
Added 50.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,480
shares
|
$264,185
0.01% of portfolio
|
Q3 2024
Added 214.83%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
4,435
shares
|
$261,531
0.01% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,408
shares
|
$259,939
0.01% of portfolio
|
Q3 2024
Added 56.48%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
4,330
shares
|
$255,340
0.05% of portfolio
|
Q3 2024
Added 49.98%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,329
shares
|
$255,281
0.0% of portfolio
|
Q3 2024
Added 65.42%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,302
shares
|
$253,688
0.02% of portfolio
|
Q3 2024
Added 50.52%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
4,282
shares
|
$252,509
0.03% of portfolio
|
Q3 2024
Added 50.88%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,268
shares
|
$251,683
0.02% of portfolio
|
Q3 2024
Added 49.44%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
4,252
shares
|
$250,740
0.02% of portfolio
|
Q3 2024
Added 49.98%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
4,212
shares
|
$248,381
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
4,207
shares
|
$248,086
0.04% of portfolio
|
Q3 2024
Added 35.36%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
4,200
shares
|
$247,674
0.06% of portfolio
|
Q3 2023
Added 16.67%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,168
shares
|
$245,786
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,136
shares
|
$243,899
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
4,130
shares
|
$243,546
0.01% of portfolio
|
Q3 2024
Added 49.69%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,109
shares
|
$242,307
0.02% of portfolio
|
Q3 2024
Added 52.3%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
4,105
shares
|
$242,071
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$241,777
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
4,085
shares
|
$240,892
0.01% of portfolio
|
Q3 2024
Added 50.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,084
shares
|
$240,833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,079
shares
|
$240,538
0.01% of portfolio
|
Q3 2024
Added 39.84%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
4,050
shares
|
$238,828
0.05% of portfolio
|
Q3 2024
Added 50.0%
|