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 1,023 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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
114
shares
|
$8,778
0.01% of portfolio
|
Q1 2022
Added 50.0%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
112
shares
|
$8,624
0.0% of portfolio
|
Q3 2024
Added 49.33%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
112
shares
|
$8,624
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
110
shares
|
$8,470
0.0% of portfolio
|
Q3 2025
Added 155.81%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
108
shares
|
$8,316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
108
shares
|
$8,316
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
106
shares
|
$8,162
0.0% of portfolio
|
Q4 2024
Added 457.89%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
105
shares
|
$8,085
0.0% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
103
shares
|
$7,931
0.0% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
102
shares
|
$7,854
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
101
shares
|
$7,777
0.0% of portfolio
|
Q1 2025
Added 1342.86%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
98
shares
|
$7,546
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
97
shares
|
$7,469
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
96
shares
|
$7,392
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
93
shares
|
$7,161
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
93
shares
|
$7,161
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
87
shares
|
$6,699
0.0% of portfolio
|
Q2 2023
Reduced 58.57%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
87
shares
|
$6,699
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
82
shares
|
$6,314
0.0% of portfolio
|
Q2 2022
Reduced 74.77%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
82
shares
|
$6,314
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
75
shares
|
$5,775
0.0% of portfolio
|
Q3 2025
Reduced 93.33%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
75
shares
|
$5,775
0.0% of portfolio
|
Q3 2025
Reduced 87.2%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
70
shares
|
$5,390
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
68
shares
|
$5,236
0.0% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
64
shares
|
$4,928
0.0% of portfolio
|
Q2 2025
New holding
|
|