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 1,018 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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,072
shares
|
$467,544
0.04% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
6,045
shares
|
$465,465
0.0% of portfolio
|
Q3 2025
Reduced 96.62%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,000
shares
|
$462,000
0.08% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,994
shares
|
$461,538
0.01% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
5,937
shares
|
$457,149
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
5,920
shares
|
$455,840
0.05% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
5,887
shares
|
$453,299
0.0% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
5,869
shares
|
$451,913
0.19% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
5,854
shares
|
$450,758
0.0% of portfolio
|
Q3 2025
Reduced 10.52%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
5,852
shares
|
$450,604
0.0% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
5,840
shares
|
$449,680
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
5,825
shares
|
$448,525
0.01% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,747
shares
|
$442,519
0.0% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
5,735
shares
|
$441,595
0.01% of portfolio
|
Q3 2025
Added 548.02%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
5,714
shares
|
$439,978
0.01% of portfolio
|
Q4 2025
Added 15.71%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
5,706
shares
|
$439,362
0.12% of portfolio
|
Q3 2025
Added 99.3%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
5,692
shares
|
$438,284
0.08% of portfolio
|
Q4 2025
Added 8.71%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
5,657
shares
|
$435,589
0.02% of portfolio
|
Q3 2025
Reduced 46.21%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
5,643
shares
|
$434,511
0.09% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
5,600
shares
|
$431,200
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
5,593
shares
|
$430,661
0.01% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
5,552
shares
|
$427,504
0.01% of portfolio
|
Q3 2025
Added 43.98%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,524
shares
|
$425,348
0.02% of portfolio
|
Q3 2025
Reduced 33.51%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
5,510
shares
|
$424,270
0.18% of portfolio
|
Q4 2025
Added 1.94%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
5,470
shares
|
$421,190
0.11% of portfolio
|
Q3 2025
Reduced 41.71%
|
|