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Get Institutions for : 
WR Berkley Corporation (WRB)  
$81.03 1.53 (1.92%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 690    20
Total shares held : 
 175,834,895  
% of shares held : 
 66.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   44  
Amount of shares held : 
 5,644,689  
% of shares held change : 
   2.13%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $62.92  
Last Quarter's Ending Price : 
 $70.72  
Last Quarter's Average Price : 
 $68.37  
Change from last quarter's     
avg. price to the last closing  : 
12.66 (18.52%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
75
 4,359,023
 2.48%
 
Increased Positions :
249
 11,692,498
 6.65%
 
Unchanged Positions :
141
 3,089,135
 1.76%
 
Decreased Positions :
225
-7,756,348
-4.41%
 
Closed Positions :
55
-2,650,484
-1.51%
 
Guru Positions :
2
146,027
 0.08%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PARNASSUS INVESTMENTS /CA 88 *New 2024-03-31 874,703 $77,359,000 874,703
   Junto Capital Management LP 51 *New 2024-03-31 468,923 $41,472,000 468,923
   Woodline Partners LP 131 *New 2024-03-31 299,882 $26,522,000 299,882
   WEISS CAPITAL LLC 30 *New 2024-03-31 178,499 $15,786,000 178,499
   BARLOW WEALTH PARTNERS INC. 24 *New 2024-03-31 152,863 $12,558,000 152,863
   HANCOCK HOLDING CO 76 *New 2024-03-31 103,500 $9,154,000 103,500
   ANDRA APFONDEN 215 *New 2024-03-31 91,900 $8,128,000 91,900
   Mn Services Vermogensbeheer B.V. 316 *New 2024-03-31 83,400 $7,376,000 83,400
   PINEBRIDGE INVESTMENTS LTD 326 *New 2024-03-31 61,702 $5,457,000 61,702
   COLONY GROUP, LLC 333 *New 2024-03-31 52,537 $4,646,000 52,537
   Lighthouse Investment Partners LLC 134 *New 2024-03-31 49,408 $4,370,000 49,408
   Advisors Preferred LLC 42 *New 2024-03-31 37,416 $3,274,000 37,416
   TEALWOOD ASSET MANAGEMENT INC 19 *New 2024-03-31 27,459 $2,428,000 27,459
   Simplicity WealthLLC 389 *New 2024-03-31 18,503 $1,636,000 18,503
   CHASE INVESTMENT COUNSEL CORP 51 *New 2024-03-31 17,918 $1,584,000 17,918
   USA Financial Portformulas Corp 29 *New 2024-03-31 16,859 $1,491,000 16,859
   CENTAURUS FINANCIAL INC. 231 *New 2024-03-31 12,213 $1,080,000 12,213
   MULTIFINANCIAL SECURITIES CORP 1175 *New 2024-03-31 10,940 $968,000 10,940
   BAXTER BROS INC 82 *New 2024-03-31 10,532 $931,000 10,532
   VIRTU FINANCIAL LLC 256 *New 2024-03-31 9,785 $865,000 9,785
   Lombard Odier Asset Management (Switzerland) SA 258 *New 2024-03-31 8,676 $767,000 8,676
   MAGNETAR FINANCIAL LLC 241 *New 2024-03-31 8,550 $756,000 8,550
   Baader Bank INC 166 *New 2024-03-31 7,950 $703,000 7,950
   CFO4Life L.P. 83 *New 2022-12-31 9,435 $685,000 9,435
   McElhenny Sheffield Capital Management LLC 35 *New 2024-03-31 7,454 $659,000 7,454
   QUANTBOT TECHNOLOGIES LLC 683 *New 2024-03-31 6,724 $595,000 6,724
   KING LUTHER CAPITAL MANAGEMENT CORP 414 *New 2024-03-31 6,559 $580,000 6,559
   DARK FOREST CAPITAL MANAGEMENT LP 249 *New 2024-03-31 6,246 $552,000 6,246
   Bridgefront Capital LLC 68 *New 2024-03-31 5,828 $515,000 5,828
   Menard Financial Group LLC 70 *New 2024-03-31 4,643 $411,000 4,643
   SHELL ASSET MANAGEMENT CO 609 *New 2024-03-31 4,384 $388,000 4,384
   Harvest Fund Management Co. Ltd 239 *New 2024-03-31 4,394 $388,000 4,394
   CYNOSURE MANAGEMENT LLC 222 *New 2024-03-31 3,670 $325,000 3,670
   ASB Consultores LLC 194 *New 2024-03-31 3,641 $322,000 3,641
   Koshinski Asset Management Inc. 432 *New 2024-03-31 3,404 $301,000 3,404
   Bank Julius Baer & Co. Ltd Zurich 359 *New 2024-03-31 3,320 $294,000 3,320
   MAVERICK CAPITAL LTD 350 *New 2024-03-31 3,267 $289,000 3,267
   WOODWARD DIVERSIFIED CAPITAL LLC 130 *New 2024-03-31 3,115 $276,000 3,115
   DEERFIELD MANAGEMENT CO /NY 273 *New 2024-03-31 3,045 $269,000 3,045
   TWO SIGMA SECURITIES LLC 743 *New 2024-03-31 2,821 $249,000 2,821
   J.W. COLE ADVISORS INC. 755 *New 2024-03-31 2,810 $249,000 2,810
   FINEMARK NATIONAL BANK & TRUST 371 *New 2024-03-31 2,801 $248,000 2,801
   SMITH SHELLNUT WILSON LLC /ADV 113 *New 2024-03-31 2,805 $248,000 2,805
   SAVANT CAPITAL MANAGEMENT INC 962 *New 2024-03-31 2,788 $247,000 2,788
   PFG FINANCIAL ADVISORS 238 *New 2024-03-31 2,784 $246,000 2,784
   FIRETHORN WEALTH PARTNERS LLC 122 *New 2024-03-31 2,737 $242,000 2,737
   Jackson Creek Investment Advisors LLC 287 *New 2024-03-31 2,734 $242,000 2,734
   COTTONWOOD CAPITAL ADVISORS LLC 104 *New 2024-03-31 2,934 $241,000 2,934
   NDVR Inc. 76 *New 2024-03-31 2,629 $233,000 2,629
   ABLE Financial Group LLC 149 *New 2024-03-31 2,533 $224,000 2,533
   TRUST POINT INC. 483 *New 2024-03-31 2,510 $222,000 2,510
   GUARDIAN WEALTH ADVISORS LLC / NC 255 *New 2024-03-31 2,486 $220,000 2,486
   Clarius Group LLC 427 *New 2024-03-31 2,490 $220,000 2,490
   RMB CAPITAL MANAGEMENT LLC 543 *New 2024-03-31 2,418 $214,000 2,418
   WEXFORD CAPITAL LLC 197 *New 2024-03-31 2,400 $212,000 2,400
   Fidelis Capital Partners LLC 347 *New 2024-03-31 2,402 $212,000 2,402
   One Wealth Advisors LLC 232 *New 2024-03-31 2,370 $210,000 2,370
   Trust Asset Management LLC 215 *New 2024-03-31 2,354 $208,000 2,354
   CCM PARTNERS 696 *New 2024-03-31 2,334 $206,000 2,334
   Mill Creek Capital Advisors LLC 225 *New 2024-03-31 2,309 $204,000 2,309
   OPPENHEIMER & CO INC 1342 *New 2024-03-31 2,275 $201,000 2,275
   Meeder Advisory Services Inc. 433 *New 2024-03-31 2,268 $201,000 2,268
   Harel Insurance Investments & Financial Services L *New 2024-03-31 1,260 $111,000 1,260
   Headlands Technologies LLC 522 *New 2024-03-31 1,226 $108,000 1,226
   SILVER OAK SECURITIES Inc 433 *New 2024-03-31 893 $79,000 893
   AYRSHIRE ASSOCIATES INC 329 *New 2024-03-31 740 $65,000 740
   Intelligent Financial Strategies 65 *New 2024-03-31 503 $44,000 503
   Neo Ivy Capital Management 213 *New 2023-12-31 493 $35,000 493
   Tortoise Investment Management LLC 477 *New 2024-03-31 287 $25,000 287
   WEBSTER BANK 450 *New 2024-03-31 155 $14,000 155
   Fernwood Investment Management LLC 547 *New 2024-03-31 121 $11,000 121
   TRUSTCORE FINANCIAL SERVICES LLC 745 *New 2022-12-31 112 $8,000 112
   TD Waterhouse Canada Inc. 1422 *New 2024-03-31 76 $8,000 76
   First Capital Advisors Group LLC. 645 *New 2023-06-30 93 $6,000 93
   Crewe Advisors LLC 736 *New 2024-03-31 54 $5,000 54
   Continuum Advisory LLC 1099 *New 2024-03-31 50 $4,000 50
   Castleview Partners LLC 666 *New 2024-03-31 40 $4,000 40
   BAYSTATE WEALTH MANAGEMENT LLC 956 *New 2023-12-31 42 $3,000 42
   City State Bank 646 *New 2024-03-31 25 $2,000 25
   Quest Partners LLC 1298 *New 2024-03-31 13 $1,000 13
   Baldrige Asset Management LLC 332 *New 2023-03-31 9 $1,000 9
   Sutton Wealth Advisors Inc. 803 *New 2023-09-30 19 $1,000 19
   WESTEND ADVISORS LLC 204 *New 2024-03-31 1 $0 1
   TFC Financial Management 789 *New 2024-03-31 1 $0 1
   Riggs Asset Managment Co. Inc. 638 *New 2024-03-31 3 $0 3
  85 Records found
  1    
  Page 1 of 1
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