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 1,020 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 |
|---|---|---|---|---|---|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
3,290
shares
|
$253,330
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
3,285
shares
|
$252,945
0.01% of portfolio
|
Q3 2023
Reduced 3.81%
|
|
|
Gilbert & Cook, Inc.
|
Nov 12, 2025 Q3 2025 |
3,283
shares
|
$252,791
0.03% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
3,276
shares
|
$252,252
0.02% of portfolio
|
Q4 2022
Reduced 13.99%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
3,273
shares
|
$252,021
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
3,195
shares
|
$246,015
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
3,163
shares
|
$243,551
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
3,159
shares
|
$243,243
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
3,114
shares
|
$239,778
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,107
shares
|
$239,239
0.01% of portfolio
|
Q2 2023
Added 76.84%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
3,098
shares
|
$238,546
0.01% of portfolio
|
Q3 2025
Reduced 19.15%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
3,091
shares
|
$238,007
0.06% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,076
shares
|
$236,852
0.01% of portfolio
|
Q3 2025
Added 53.72%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
3,075
shares
|
$236,775
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
3,068
shares
|
$236,236
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
3,062
shares
|
$235,774
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
3,060
shares
|
$235,620
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
3,043
shares
|
$234,311
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,029
shares
|
$233,233
0.0% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,016
shares
|
$232,232
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
2,994
shares
|
$230,538
0.0% of portfolio
|
Q3 2025
Reduced 16.74%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
2,975
shares
|
$229,075
0.13% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
2,970
shares
|
$228,690
0.02% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,962
shares
|
$228,074
0.0% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
2,937
shares
|
$226,149
0.01% of portfolio
|
Q3 2025
Reduced 8.96%
|
|