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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
1,110
shares
|
$85,470
0.01% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,061
shares
|
$81,697
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,056
shares
|
$81,312
0.04% of portfolio
|
Q3 2025
Reduced 28.89%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
1,012
shares
|
$77,924
0.01% of portfolio
|
Q3 2024
Added 49.93%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
1,012
shares
|
$77,924
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
990
shares
|
$76,230
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
972
shares
|
$74,844
0.0% of portfolio
|
Q3 2025
Reduced 87.45%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
900
shares
|
$69,300
0.04% of portfolio
|
Q2 2025
Reduced 46.36%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
899
shares
|
$69,223
0.04% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
878
shares
|
$67,606
0.0% of portfolio
|
Q2 2025
Added 77.37%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
876
shares
|
$67,452
0.0% of portfolio
|
Q3 2025
Added 198.98%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
873
shares
|
$67,221
0.0% of portfolio
|
Q3 2025
Reduced 30.16%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
864
shares
|
$66,528
0.04% of portfolio
|
Q2 2025
Reduced 31.86%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
845
shares
|
$65,065
0.04% of portfolio
|
Q1 2024
Added 1.81%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
834
shares
|
$64,218
0.0% of portfolio
|
Q3 2025
Reduced 24.66%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
829
shares
|
$63,833
0.02% of portfolio
|
Q3 2024
Added 49.91%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
819
shares
|
$63,063
0.0% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
806
shares
|
$62,062
0.04% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
780
shares
|
$60,060
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
778
shares
|
$59,906
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
776
shares
|
$59,752
0.0% of portfolio
|
Q3 2025
Reduced 30.71%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
771
shares
|
$59,367
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
761
shares
|
$58,597
0.13% of portfolio
|
Q3 2025
Reduced 88.06%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
760
shares
|
$58,520
0.05% of portfolio
|
Q2 2025
Reduced 22.76%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
756
shares
|
$58,212
0.0% of portfolio
|
Q3 2025
Added 22.33%
|
|