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 |
|---|---|---|---|---|---|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
457
shares
|
$35,189
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
434
shares
|
$33,418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
430
shares
|
$33,110
0.0% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
421
shares
|
$32,417
0.01% of portfolio
|
Q3 2024
Added 49.82%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
407
shares
|
$31,339
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
375
shares
|
$28,875
0.0% of portfolio
|
Q1 2025
Added 43.13%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
364
shares
|
$28,028
0.01% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
364
shares
|
$28,028
0.01% of portfolio
|
Q3 2024
Added 49.79%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
341
shares
|
$26,257
0.01% of portfolio
|
Q3 2024
Added 49.56%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
337
shares
|
$25,949
0.02% of portfolio
|
Q3 2024
Added 49.78%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
337
shares
|
$25,949
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
325
shares
|
$25,025
0.01% of portfolio
|
Q3 2025
Reduced 89.44%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
324
shares
|
$24,948
0.0% of portfolio
|
Q3 2025
Reduced 67.4%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
311
shares
|
$23,947
0.0% of portfolio
|
Q3 2025
Added 56.28%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
308
shares
|
$23,716
0.01% of portfolio
|
Q3 2025
Reduced 18.73%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
300
shares
|
$23,100
0.01% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
265
shares
|
$20,405
0.0% of portfolio
|
Q3 2024
Added 48.88%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
241
shares
|
$18,557
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
236
shares
|
$18,172
0.0% of portfolio
|
Q3 2025
Reduced 14.8%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
234
shares
|
$18,018
0.01% of portfolio
|
Q3 2025
Added 917.39%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
225
shares
|
$17,325
0.0% of portfolio
|
Q3 2025
Reduced 48.86%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
225
shares
|
$17,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
223
shares
|
$17,171
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
220
shares
|
$16,940
0.0% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
217
shares
|
$16,709
0.01% of portfolio
|
Q3 2024
Added 49.66%
|
|