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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,654
shares
|
$204,358
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
2,653
shares
|
$204,281
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
2,614
shares
|
$201,278
0.05% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
2,614
shares
|
$201,278
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,612
shares
|
$201,124
0.1% of portfolio
|
Q3 2025
Reduced 13.19%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
2,549
shares
|
$196,273
0.01% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
2,546
shares
|
$196,042
0.02% of portfolio
|
Q3 2025
Added 24.68%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
2,545
shares
|
$195,965
0.0% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
2,400
shares
|
$184,800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,374
shares
|
$182,798
0.0% of portfolio
|
Q3 2025
Added 16.95%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
2,327
shares
|
$179,179
0.28% of portfolio
|
Q1 2024
Reduced 68.55%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,275
shares
|
$175,175
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
2,238
shares
|
$172,326
0.0% of portfolio
|
Q3 2025
Reduced 39.12%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
2,233
shares
|
$171,941
0.06% of portfolio
|
Q3 2025
Reduced 28.89%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
2,196
shares
|
$169,092
0.01% of portfolio
|
Q3 2024
Added 563.44%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,183
shares
|
$168,091
0.0% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
2,151
shares
|
$165,627
0.06% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,981
shares
|
$152,537
0.01% of portfolio
|
Q3 2025
Reduced 21.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,927
shares
|
$148,379
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,905
shares
|
$146,685
0.0% of portfolio
|
Q2 2025
Reduced 79.96%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,888
shares
|
$145,376
0.01% of portfolio
|
Q4 2023
Added 1.4%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,808
shares
|
$139,216
0.01% of portfolio
|
Q3 2025
Reduced 26.71%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
1,687
shares
|
$129,899
0.05% of portfolio
|
Q3 2024
Added 49.96%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,669
shares
|
$128,513
0.02% of portfolio
|
Q4 2025
Reduced 17.42%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,666
shares
|
$128,282
0.0% of portfolio
|
Q3 2025
Added 6.52%
|
|