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 |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,553
shares
|
$209,520
0.03% of portfolio
|
Q2 2024
Added 49.92%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
3,552
shares
|
$209,461
0.07% of portfolio
|
Q3 2024
Added 39.29%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
3,549
shares
|
$209,284
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
3,529
shares
|
$208,105
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,523
shares
|
$207,751
0.0% of portfolio
|
Q3 2024
Added 55.06%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
3,425
shares
|
$201,972
0.11% of portfolio
|
Q3 2024
Added 41.76%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
3,327
shares
|
$196,193
0.07% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
3,290
shares
|
$194,011
0.0% of portfolio
|
Q3 2024
Added 56.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,285
shares
|
$193,716
0.01% of portfolio
|
Q3 2023
Reduced 3.81%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,276
shares
|
$193,185
0.02% of portfolio
|
Q4 2022
Reduced 13.99%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,107
shares
|
$183,219
0.01% of portfolio
|
Q2 2023
Added 76.84%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,107
shares
|
$183,219
0.01% of portfolio
|
Q3 2024
Added 120.82%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
3,075
shares
|
$181,332
0.11% of portfolio
|
Q3 2024
Added 49.85%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,028
shares
|
$178,561
0.0% of portfolio
|
Q3 2024
Added 79.92%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
2,908
shares
|
$171,484
0.03% of portfolio
|
Q3 2024
Added 46.42%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
2,863
shares
|
$168,831
0.01% of portfolio
|
Q2 2023
Reduced 33.32%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
2,812
shares
|
$165,823
0.07% of portfolio
|
Q3 2024
Added 49.97%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
2,807
shares
|
$165,528
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
2,610
shares
|
$153,911
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
2,600
shares
|
$153,322
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
2,327
shares
|
$137,223
0.28% of portfolio
|
Q1 2024
Reduced 68.55%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,275
shares
|
$134,156
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,202
shares
|
$129,851
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
2,196
shares
|
$129,498
0.01% of portfolio
|
Q3 2024
Added 563.44%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
2,158
shares
|
$127,257
0.01% of portfolio
|
Q3 2024
New holding
|