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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,788
shares
|
$368,676
0.01% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
4,733
shares
|
$364,441
0.01% of portfolio
|
Q3 2025
Reduced 61.87%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
4,683
shares
|
$360,591
0.01% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
4,644
shares
|
$357,588
0.0% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
4,644
shares
|
$357,588
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
4,591
shares
|
$353,507
0.0% of portfolio
|
Q3 2025
Reduced 90.69%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,590
shares
|
$353,430
0.02% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,557
shares
|
$350,889
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
4,534
shares
|
$349,118
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,506
shares
|
$346,962
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
4,499
shares
|
$346,423
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
4,477
shares
|
$344,729
0.05% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 14, 2025 Q3 2025 |
4,437
shares
|
$341,649
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
4,435
shares
|
$341,495
0.14% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,373
shares
|
$336,721
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,302
shares
|
$331,254
0.02% of portfolio
|
Q3 2024
Added 50.52%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
4,287
shares
|
$330,099
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Nov 07, 2025 Q3 2025 |
4,277
shares
|
$329,329
0.44% of portfolio
|
Q2 2025
Reduced 24.66%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
4,256
shares
|
$327,712
0.07% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
4,252
shares
|
$327,404
0.05% of portfolio
|
Q3 2024
Added 49.98%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
4,227
shares
|
$325,479
0.01% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
4,227
shares
|
$325,479
0.02% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
4,216
shares
|
$324,632
0.0% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
4,200
shares
|
$323,400
0.06% of portfolio
|
Q3 2023
Added 16.67%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,163
shares
|
$320,551
0.02% of portfolio
|
Q3 2025
Added 7.88%
|
|