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 1,018 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 |
|---|---|---|---|---|---|
|
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 |
Jan 07, 2026 Q4 2025 |
364
shares
|
$28,028
0.01% of portfolio
|
Q3 2024
Added 49.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
349
shares
|
$26,873
0.0% of portfolio
|
Q4 2025
Added 7.72%
|
|
|
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%
|
|
|
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%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
268
shares
|
$20,636
0.01% of portfolio
|
Q4 2025
Added 14.53%
|
|
|
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%
|
|
|
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%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
204
shares
|
$15,708
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
199
shares
|
$15,323
0.0% of portfolio
|
Q3 2024
Added 49.62%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
199
shares
|
$15,323
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
195
shares
|
$15,015
0.0% of portfolio
|
Q4 2025
Reduced 93.66%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
192
shares
|
$14,784
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
190
shares
|
$14,630
0.0% of portfolio
|
Q3 2025
New holding
|
|