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 |
|---|---|---|---|---|---|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
5,460
shares
|
$420,420
0.05% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
5,458
shares
|
$420,266
0.24% of portfolio
|
Q2 2024
Reduced 11.05%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
5,415
shares
|
$416,955
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
5,377
shares
|
$414,029
0.37% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
5,358
shares
|
$412,566
0.0% of portfolio
|
Q3 2025
Reduced 13.69%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
5,321
shares
|
$409,717
0.03% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
5,255
shares
|
$404,635
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
5,197
shares
|
$400,169
0.2% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,186
shares
|
$399,322
0.01% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
5,135
shares
|
$395,395
0.17% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
5,092
shares
|
$392,084
0.02% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
5,073
shares
|
$390,621
0.01% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
5,066
shares
|
$390,082
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
5,032
shares
|
$387,464
0.0% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
5,021
shares
|
$386,617
0.0% of portfolio
|
Q3 2025
Added 36.89%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
4,984
shares
|
$383,768
0.01% of portfolio
|
Q4 2025
Reduced 8.37%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
4,969
shares
|
$382,613
0.08% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
4,958
shares
|
$381,766
0.01% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
4,934
shares
|
$379,918
0.11% of portfolio
|
Q4 2025
Reduced 15.21%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4,912
shares
|
$378,224
0.01% of portfolio
|
Q3 2025
Reduced 56.9%
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
4,889
shares
|
$376,453
0.31% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
4,876
shares
|
$375,452
0.02% of portfolio
|
Q3 2025
Added 52.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,863
shares
|
$374,451
0.01% of portfolio
|
Q2 2020
Added 3.89%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
4,820
shares
|
$371,140
0.07% of portfolio
|
Q3 2025
Reduced 44.51%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,788
shares
|
$368,676
0.01% of portfolio
|
Q3 2025
Added 3.26%
|
|