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 1,017 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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
2,873
shares
|
$221,221
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
2,863
shares
|
$220,451
0.01% of portfolio
|
Q2 2023
Reduced 33.32%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
2,857
shares
|
$219,989
0.0% of portfolio
|
Q3 2025
Reduced 37.47%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
2,847
shares
|
$219,219
0.03% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
2,845
shares
|
$219,065
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,820
shares
|
$217,140
0.04% of portfolio
|
Q3 2025
Added 3469.62%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 12, 2025 Q3 2025 |
2,812
shares
|
$216,524
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,800
shares
|
$215,600
0.07% of portfolio
|
Q2 2025
Reduced 17.04%
|
|
|
Ipswich Investment Management Co., Inc.
|
Oct 08, 2025 Q3 2025 |
2,797
shares
|
$215,369
0.05% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,795
shares
|
$215,215
0.0% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
2,790
shares
|
$214,830
0.01% of portfolio
|
Q3 2025
Reduced 22.52%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
2,769
shares
|
$213,213
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,769
shares
|
$213,213
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
2,768
shares
|
$213,136
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
2,766
shares
|
$212,982
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,764
shares
|
$212,828
0.0% of portfolio
|
Q3 2025
Reduced 12.56%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
2,739
shares
|
$210,903
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
2,739
shares
|
$210,903
0.17% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
2,738
shares
|
$210,826
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
2,704
shares
|
$208,208
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
2,692
shares
|
$207,284
0.03% of portfolio
|
Q3 2025
Reduced 42.33%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,668
shares
|
$205,436
0.09% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,666
shares
|
$205,282
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,663
shares
|
$205,051
0.0% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,654
shares
|
$204,358
0.01% of portfolio
|
Q3 2025
New holding
|
|