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 |
|---|---|---|---|---|---|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
3,630
shares
|
$279,510
0.05% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,605
shares
|
$277,585
0.01% of portfolio
|
Q3 2025
Reduced 42.75%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
3,605
shares
|
$277,585
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
3,566
shares
|
$274,582
0.06% of portfolio
|
Q2 2025
Added 3171.56%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
3,564
shares
|
$274,428
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
3,546
shares
|
$273,042
0.02% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
3,499
shares
|
$269,423
0.0% of portfolio
|
Q2 2025
Added 17.18%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
3,478
shares
|
$267,806
0.02% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
3,459
shares
|
$266,343
0.01% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,456
shares
|
$266,112
0.01% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
3,434
shares
|
$264,418
0.01% of portfolio
|
Q2 2025
Added 47.29%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
3,427
shares
|
$263,879
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
3,391
shares
|
$261,107
0.06% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
3,382
shares
|
$260,414
0.2% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,373
shares
|
$259,721
0.0% of portfolio
|
Q3 2025
Reduced 31.39%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
3,370
shares
|
$259,490
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
3,350
shares
|
$257,950
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,337
shares
|
$256,949
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,328
shares
|
$256,256
0.0% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,327
shares
|
$256,179
0.08% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
3,325
shares
|
$256,025
0.02% of portfolio
|
Q3 2025
Added 52.66%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
3,317
shares
|
$255,409
0.01% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
3,310
shares
|
$254,870
0.04% of portfolio
|
Q2 2025
Reduced 13.12%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
3,300
shares
|
$254,100
0.04% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
3,290
shares
|
$253,330
0.06% of portfolio
|
Q1 2025
New holding
|
|