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Get Institutions for : 
WR Berkley Corporation (WRB)  
$76.65 1.26 (1.62%) as of 4:30 Fri 4/26


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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  : 
8.28 (12.11%)  




 
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
146,100
 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
   NORGES BANK 398 *New 2023-12-31 3,020,851 $213,635,000 3,020,851
   DRIEHAUS CAPITAL MANAGEMENT LLC 152 *New 2023-12-31 252,464 $17,854,000 252,464
   BARLOW WEALTH PARTNERS INC. 24 *New 2024-03-31 152,863 $12,558,000 152,863
   ROYCE & ASSOCIATES LLC 285 *New 2023-12-31 154,919 $10,956,000 154,919
   BENJAMIN F. EDWARDS & COMPANY INC. 165 *New 2023-12-31 98,830 $6,990,000 98,830
   HEARTLAND ADVISORS INC 117 *New 2023-12-31 90,988 $6,435,000 90,988
   Intrinsic Edge Capital Management LLC 59 *New 2023-12-31 60,000 $4,243,000 60,000
   WEALTH BUILDERS 45 *New 2023-12-31 41,189 $2,913,000 41,189
   TEALWOOD ASSET MANAGEMENT INC 19 *New 2024-03-31 27,459 $2,428,000 27,459
   NORDEN GROUP LLC 391 *New 2024-03-31 19,692 $1,742,000 19,692
   Simplicity WealthLLC 389 *New 2024-03-31 18,503 $1,636,000 18,503
   Edgestream Partners L.P. 325 *New 2023-12-31 20,711 $1,465,000 20,711
   Brendel Financial Advisors LLC 42 *New 2023-12-31 19,293 $1,364,000 19,293
   Global Assets Advisory LLC 222 *New 2024-03-31 91,560 $1,047,000 91,560
   BRIGHTON JONES LLC 215 *New 2023-12-31 13,301 $941,000 13,301
   MIRABELLA FINANCIAL SERVICES LLP 149 *New 2023-12-31 11,523 $815,000 11,523
   Otter Creek Advisors LLC 41 *New 2023-12-31 11,348 $802,000 11,348
   JT Stratford LLC 144 *New 2023-12-31 10,384 $734,000 10,384
   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
   Unigestion Holding SA 120 *New 2023-12-31 9,315 $659,000 9,315
   GREENWOOD CAPITAL ASSOCIATES LLC 206 *New 2023-12-31 5,932 $420,000 5,932
   Mutual Advisors LLC 694 *New 2023-12-31 5,923 $419,000 5,923
   WRIGHT INVESTORS SERVICE INC 134 *New 2023-12-31 5,542 $392,000 5,542
   Oversea-Chinese Banking CORP Ltd 238 *New 2023-12-31 5,274 $373,000 5,274
   Vinva Investment Management Ltd 357 *New 2023-12-31 5,269 $371,000 5,269
   MEITAV DASH INVESTMENTS LTD 276 *New 2023-12-31 4,950 $349,000 4,950
   Investment Management Corp of Ontario 555 *New 2023-12-31 4,801 $340,000 4,801
   H D Vest Advisory Services 1179 *New 2023-12-31 4,733 $335,000 4,733
   Banco Santander S.A. 372 *New 2023-12-31 4,688 $332,000 4,688
   Arkadios Wealth Advisors *New 2023-12-31 4,688 $332,000 4,688
   Siemens Fonds Invest GmbH 339 *New 2023-12-31 4,663 $330,000 4,663
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 836 *New 2023-12-31 4,588 $324,000 4,588
   Sequoia Financial Advisors LLC *New 2023-12-31 4,248 $300,000 4,248
   NOMURA HOLDINGS INC 801 *New 2023-12-31 4,114 $291,000 4,114
   HB Wealth Management LLC 628 *New 2023-12-31 4,089 $289,000 4,089
   GTS SECURITIES LLC 1140 *New 2023-12-31 3,878 $274,000 3,878
   Atomi Financial Group Inc. 444 *New 2023-12-31 3,879 $274,000 3,879
   EQIS CAPITAL MANAGEMENT, INC. 628 *New 2023-12-31 3,818 $270,000 3,818
   Prime Capital Investment Advisors LLC *New 2023-12-31 3,754 $265,000 3,754
   BEACON FINANCIAL GROUP 279 *New 2023-12-31 3,710 $262,000 3,710
   PFG FINANCIAL ADVISORS 238 *New 2024-03-31 2,784 $246,000 2,784
   DoubleLine ETF Adviser LP 187 *New 2023-12-31 3,443 $243,000 3,443
   FIRETHORN WEALTH PARTNERS LLC 122 *New 2024-03-31 2,737 $242,000 2,737
   COTTONWOOD CAPITAL ADVISORS LLC 104 *New 2024-03-31 2,934 $241,000 2,934
   CAPROCK Group Inc. 600 *New 2023-12-31 3,410 $241,000 3,410
   OLD POINT TRUST & FINANCIAL SERVICES N A 92 *New 2023-12-31 3,330 $235,000 3,330
   TRUST POINT INC. 483 *New 2024-03-31 2,510 $222,000 2,510
   Clarius Group LLC 427 *New 2024-03-31 2,490 $220,000 2,490
   JARISLOWSKY FRASER LTD 212 *New 2023-12-31 3,114 $220,000 3,114
   AUREUS ASSET MANAGEMENT LLC 180 *New 2023-12-31 3,096 $219,000 3,096
   CAPSTONE INVESTMENT ADVISORS LLC 681 *New 2023-12-31 3,103 $219,000 3,103
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 243 *New 2023-12-31 3,080 $218,000 3,080
   Treynor Bancshares Inc. 77 *New 2023-12-31 2,992 $212,000 2,992
   One Wealth Advisors LLC 232 *New 2024-03-31 2,370 $210,000 2,370
   PROFUND ADVISORS LLC 1024 *New 2023-12-31 2,942 $208,000 2,942
   NEOS Investment Management LLC 497 *New 2023-12-31 2,885 $204,000 2,885
   GYL Financial Synergies LLC 360 *New 2023-12-31 2,843 $201,000 2,843
   BIP Wealth LLC 188 *New 2023-12-31 2,846 $201,000 2,846
   Impact Partnership Wealth LLC 199 *New 2023-12-31 2,436 $172,000 2,436
   FIXED INCOME SECURITIES INC 1145 *New 2023-12-31 2,267 $160,000 2,267
   West Tower Group LLC 94 *New 2023-12-31 1,158 $82,000 1,158
   ORG Partners LLC 449 *New 2023-12-31 740 $52,000 740
   Neo Ivy Capital Management 213 *New 2023-12-31 493 $35,000 493
   WEBSTER BANK 450 *New 2024-03-31 155 $14,000 155
   JONES FINANCIAL COMPANIES LLLP 690 *New 2023-12-31 126 $9,000 126
   TRUSTCORE FINANCIAL SERVICES LLC 745 *New 2022-12-31 112 $8,000 112
   First Capital Advisors Group LLC. 645 *New 2023-06-30 93 $6,000 93
   BAYSTATE WEALTH MANAGEMENT LLC 956 *New 2023-12-31 42 $3,000 42
   Laffer Tengler Investments 291 *New 2023-12-31 46 $3,000 46
   City State Bank 646 *New 2024-03-31 25 $2,000 25
   CREATIVE FINANCIAL DESIGNS INC /ADV 1450 *New 2023-12-31 25 $2,000 25
   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
   Dunhill Financial LLC 576 *New 2023-12-31 15 $1,000 15
   Larson Financial Group LLC 1910 *New 2023-12-31 2 $0 2
  76 Records found
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