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 925 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
48
shares
|
$3,015
0.0% of portfolio
|
Q4 2024
Reduced 17.24%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
46
shares
|
$2,889
0.0% of portfolio
|
Q2 2024
Added 318.18%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
43
shares
|
$2,701
0.0% of portfolio
|
Q3 2024
Added 48.28%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
43
shares
|
$2,701
0.0% of portfolio
|
Q4 2024
Added 59.26%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
42
shares
|
$2,638
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
34
shares
|
$2,135
0.0% of portfolio
|
Q1 2022
Reduced 85.83%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
26
shares
|
$1,633
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
24
shares
|
$1,507
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
24
shares
|
$1,507
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
24
shares
|
$1,507
0.0% of portfolio
|
Q4 2024
Reduced 74.47%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
24
shares
|
$1,507
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
21
shares
|
$1,319
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
21
shares
|
$1,319
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
19
shares
|
$1,193
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
18
shares
|
$1,130
0.0% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
13
shares
|
$816
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
11
shares
|
$691
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
10
shares
|
$628
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
10
shares
|
$628
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9
shares
|
$565
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
9
shares
|
$565
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
9
shares
|
$565
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
9
shares
|
$565
0.0% of portfolio
|
Q3 2023
Added 80.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9
shares
|
$565
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
7
shares
|
$439
0.0% of portfolio
|
Q3 2024
Added 40.0%
|