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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Susquehanna Portfolio Strategies LLC 43 - 2024-03-31 275,229 $24,341,000 0
   Allspring Global Investments Holdings LLC 553 - 2024-03-31 232,671 $20,577,000 0
   Philo Smith Capital Corp 12 - 2024-03-31 219,921 $19,450,000 0
   TORRAY LLC 17 - 2024-03-31 162,245 $14,349,000 0
   FAIRHOLME CAPITAL MANAGEMENT LLC -- Notable Guru -- 5 - 2024-03-31 126,600 $11,197,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 491 - 2024-03-31 106,886 $9,453,000 0
   GABELLI FUNDS LLC 354 - 2024-03-31 85,000 $7,517,000 0
   EAGLE CAPITAL MANAGEMENT LLC 35 - 2024-03-31 82,365 $7,284,000 0
   NEW VERNON INVESTMENT MANAGEMENT LLC 7 - 2024-03-31 81,960 $7,249,000 0
   Annandale Capital LLC 27 - 2024-03-31 54,853 $4,851,000 0
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 370 - 2024-03-31 53,000 $4,687,000 0
   MARKEL CORP 117 - 2024-03-31 40,500 $3,582,000 0
   ALASKA RETIREMENT MANAGEMENT BOARD 479 - 2024-03-31 39,002 $3,448,000 0
   KITZINGER LAUTMANN CAPITAL MANAGEMENT INC 38 - 2024-03-31 36,349 $3,215,000 0
   GRIFFIN ASSET MANAGEMENT INC 69 - 2024-03-31 35,479 $3,138,000 0
   OSTRUM ASSET MANAGEMENT 126 - 2024-03-31 34,545 $3,055,000 0
   Tredje AP-fonden 292 - 2024-03-31 32,617 $2,885,000 0
   Belpointe Asset Management LLC 107 - 2024-03-31 30,961 $2,738,000 0
   INTREPID CAPITAL MANAGEMENT INC 24 - 2024-03-31 24,595 $2,175,000 0
   Illinois Municipal Retirement Fund 542 - 2024-03-31 22,733 $2,011,000 0
   LEAVELL T & ASSOCIATES INC 186 - 2024-03-31 20,403 $1,804,000 0
   Gulf International Bank (UK) Ltd 391 - 2024-03-31 17,266 $1,527,000 0
   DF DENT & CO INC 142 - 2024-03-31 16,998 $1,503,000 0
   GRACE & WHITE INC /NY 64 - 2024-03-31 16,580 $1,466,000 0
   Achmea Investment Management B.V. 339 - 2024-03-31 15,213 $1,346,000 0
   Maryland State Retirement & Pension System 526 - 2024-03-31 16,234 $1,309,000 0
   J O HAMBRO INVESTMENT MANAGEMENT LTD 64 - 2024-03-31 14,350 $1,269,000 0
   Railway Pension Investments Ltd 206 - 2023-12-31 15,300 $1,082,000 0
   YHB INVESTMENT ADVISORS, INC. 152 - 2024-03-31 10,743 $950,000 0
   MENNO INSURANCE SERVICE INC DBA MMA CAPITAL MANAGE 253 - 2024-03-31 9,825 $869,000 0
   HM PAYSON & CO 225 - 2023-12-31 11,494 $813,000 0
   BELLEVUE ASSET MANAGEMENT LLC 27 - 2024-03-31 9,000 $796,000 0
   Compass Wealth Management LLC 97 - 2024-03-31 8,889 $786,000 0
   Williams Jones Wealth Management LLC. 285 - 2024-03-31 8,687 $768,000 0
   MURPHY POHLAD ASSET MANAGEMENT LLC 75 - 2024-03-31 8,662 $766,000 0
   THOMPSON SIEGEL & WALMSLEY LLC 289 - 2024-03-31 8,193 $725,000 0
   UMB BANK N A/MO 367 - 2024-03-31 7,871 $696,000 0
   NCM Capital Management LLC 72 - 2024-03-31 7,506 $664,000 0
   Gratus Capital LLC 200 - 2024-03-31 7,421 $656,000 0
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 152 - 2024-03-31 7,303 $646,000 0
   Empower Advisory Group LLC 275 - 2024-03-31 7,200 $637,000 0
   Gifford Fong Associates 105 - 2024-03-31 6,750 $597,000 0
   Symmetry Partner LLC 265 - 2024-03-31 6,558 $580,000 0
   Degroof Petercam Asset Management 480 - 2024-03-31 6,104 $540,000 0
   Citadel Investment Advisory Inc. 55 - 2024-03-31 6,066 $536,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 52 - 2024-03-31 5,932 $525,000 0
   Bard Financial Services Inc. 160 - 2024-03-31 5,060 $448,000 0
   DORVAL Corp 22 - 2024-03-31 5,314 $444,000 0
   Sage Capital Advisorsllc 97 - 2024-03-31 5,000 $442,000 0
   MEITAV DASH INVESTMENTS LTD 179 - 2024-03-31 4,950 $438,000 0
   HARDESTY CAPITAL MANAGEMENT CORP 93 - 2024-03-31 4,950 $438,000 0
   B. Metzler seel. Sohn & Co. AG 630 - 2024-03-31 4,938 $437,000 0
   NAPLES GLOBAL ADVISORS LLC 301 - 2024-03-31 4,892 $433,000 0
   Wealth Advisors of Iowa LLC 36 - 2024-03-31 4,648 $411,000 0
   Diligent Investors LLC 217 - 2024-03-31 4,500 $398,000 0
   Investment Partners Asset Management Inc. 87 - 2024-03-31 4,500 $398,000 0
   EverSource Wealth Advisors LLC 299 - 2024-03-31 5,180 $366,000 0
   Carmel Capital Partners LLC 98 - 2024-03-31 4,125 $365,000 0
   M&R CAPITAL MANAGEMENT INC 96 - 2024-03-31 4,000 $354,000 0
   CLEAR HARBOR ASSET MANAGEMENT, LLC 265 - 2024-03-31 3,982 $352,000 0
   EPOCH INVESTMENT PARTNERS INC. 383 - 2024-03-31 3,822 $338,000 0
   OSTERWEIS CAPITAL MANAGEMENT INC 95 - 2024-03-31 3,527 $312,000 0
   INGALLS & SNYDER LLC 338 - 2024-03-31 3,214 $284,000 0
   JARISLOWSKY FRASER LTD 180 - 2024-03-31 3,114 $275,000 0
   AUREUS ASSET MANAGEMENT LLC 159 - 2024-03-31 3,096 $274,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 247 - 2024-03-31 3,080 $272,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 914 - 2024-03-31 3,000 $265,000 0
   Treynor Bancshares Inc. 68 - 2024-03-31 2,992 $265,000 0
   BIP Wealth LLC 187 - 2024-03-31 2,846 $252,000 0
   MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 132 - 2024-03-31 2,835 $251,000 0
   ODell Group LLC 80 - 2024-03-31 2,700 $239,000 0
   MATHER GROUP, INC. 505 - 2024-03-31 3,098 $219,000 0
   CHILTON CAPITAL MANAGEMENT LLC 232 - 2024-03-31 2,445 $216,000 0
   ACADIAN ASSET MANAGEMENT LLC 1270 - 2024-03-31 1,270 $112,000 0
   St. Johns Investment Management Company LLC 99 - 2024-03-31 1,125 $99,000 0
   SENTRY INVESTMENT MANAGEMENT INC 356 - 2024-03-31 1,066 $94,000 0
   JOHNSON FINANCIAL GROUP, INC. 367 - 2024-03-31 976 $86,000 0
   ALTA ADVISERS LTD 311 - 2024-03-31 900 $80,000 0
   Quent Capital LLC 561 - 2024-03-31 853 $75,000 0
   Fortitude Family Office LLC 114 - 2024-03-31 827 $73,000 0
   Spotlight Asset Group Inc. 127 - 2024-03-31 778 $69,000 0
   DUNCKER STREETT & CO INC 305 - 2024-03-31 675 $60,000 0
   Davis Capital Management 120 - 2024-03-31 639 $56,000 0
   FIRST MANHATTAN CO 876 - 2024-03-31 586 $52,000 0
   Pinnacle Bank 407 - 2024-03-31 553 $49,000 0
   Planning Capital Management Corp 197 - 2024-03-31 536 $47,000 0
   CALDWELL SUTTER CAPITAL INC. 375 - 2024-03-31 450 $40,000 0
   Trust Co 198 - 2024-03-31 438 $39,000 0
   Hoese & Co LLP 75 - 2024-03-31 450 $38,000 0
   FinTrust Capital Advisors LLC 598 - 2024-03-31 411 $36,000 0
   Red Cedar Capital LLC 102 - 2022-12-31 457 $33,000 0
   Kiely Wealth Advisory Group Inc. 121 - 2024-03-31 387 $30,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 465 - 2024-03-31 331 $29,000 0
   SRS Capital Advisors Inc. 606 - 2024-03-31 315 $28,000 0
   Deseret Mutual Benefit Administrators 415 - 2024-03-31 268 $24,000 0
   CVA Family Office LLC 616 - 2024-03-31 260 $23,000 0
   Bogart Wealth LLC 485 - 2024-03-31 265 $23,000 0
   Frazier Financial Advisors LLC 263 - 2024-03-31 225 $20,000 0
   Park Place Capital Corp 546 - 2024-03-31 218 $19,000 0
   Private Wealth Management Group LLC 293 - 2024-03-31 200 $18,000 0
  100 Records found
  1    
  Page 1 of 1
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