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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,085
shares
|
$122,952
0.01% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,036
shares
|
$120,062
0.01% of portfolio
|
Q3 2024
Added 35.01%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,993
shares
|
$117,527
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,905
shares
|
$112,337
0.0% of portfolio
|
Q3 2024
Reduced 68.32%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,895
shares
|
$111,748
0.01% of portfolio
|
Q3 2024
Added 51.24%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,888
shares
|
$111,335
0.01% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,736
shares
|
$102,371
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,717
shares
|
$101,251
0.0% of portfolio
|
Q3 2024
Added 86.02%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Oct 30, 2024 Q3 2024 |
1,688
shares
|
$99,541
0.08% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
1,687
shares
|
$99,482
0.04% of portfolio
|
Q3 2024
Added 49.96%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,626
shares
|
$95,885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,593
shares
|
$93,939
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,556
shares
|
$91,757
0.0% of portfolio
|
Q3 2024
Added 623.72%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,545
shares
|
$91,108
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1,534
shares
|
$90,459
0.01% of portfolio
|
Q3 2024
Added 4282.86%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
1,496
shares
|
$88,219
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
1,491
shares
|
$87,924
0.0% of portfolio
|
Q3 2024
Added 28.53%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,475
shares
|
$86,980
0.0% of portfolio
|
Q3 2024
Added 51.13%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
1,467
shares
|
$86,508
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,453
shares
|
$85,683
0.0% of portfolio
|
Q3 2024
Added 52.95%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,433
shares
|
$84,504
0.0% of portfolio
|
Q3 2024
Added 49.58%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,417
shares
|
$83,560
0.0% of portfolio
|
Q3 2024
Added 90.97%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
1,370
shares
|
$80,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
1,353
shares
|
$79,786
0.03% of portfolio
|
Q3 2024
Added 63.6%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,350
shares
|
$79,609
0.01% of portfolio
|
Q3 2024
Added 49.83%
|