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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
53
shares
|
$4,081
0.0% of portfolio
|
Q2 2025
Reduced 20.9%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
53
shares
|
$4,081
0.0% of portfolio
|
Q2 2025
Reduced 20.9%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
53
shares
|
$4,081
0.0% of portfolio
|
Q3 2025
Added 39.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
50
shares
|
$3,850
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
50
shares
|
$3,850
0.0% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
50
shares
|
$3,850
0.0% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
49
shares
|
$3,773
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
46
shares
|
$3,542
0.0% of portfolio
|
Q2 2024
Added 318.18%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
46
shares
|
$3,542
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
43
shares
|
$3,311
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
43
shares
|
$3,311
0.0% of portfolio
|
Q3 2024
Added 48.28%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
43
shares
|
$3,311
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
42
shares
|
$3,234
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
36
shares
|
$2,772
0.0% of portfolio
|
Q3 2025
Reduced 57.14%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
34
shares
|
$2,618
0.0% of portfolio
|
Q1 2022
Reduced 85.83%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
34
shares
|
$2,618
0.0% of portfolio
|
Q3 2025
Added 25.93%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
34
shares
|
$2,618
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
34
shares
|
$2,618
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
31
shares
|
$2,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
27
shares
|
$2,079
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
26
shares
|
$2,002
0.0% of portfolio
|
Q3 2025
Added 23.81%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
26
shares
|
$2,002
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
24
shares
|
$1,848
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
24
shares
|
$1,848
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
20
shares
|
$1,540
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|