Berkley W R Corp
WRB- 交易所
- NYSE
- 產業
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000011544
近 90 天,Berkley W R Corp 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 954 家機構在 13F 申報持有,市值合計 $196.9 億;大師中只有馬克爾集團持有。
2024 年第 2 季 13F 持有人
Berkley W R Corp 在 2024/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 758
- 較 2024 年第 1 季 −7 家
- 持有股數
- 1.78 億
- 較 2024 年第 1 季 −140.9 萬 (−0.8%)
- 總市值
- $138.3 億
- 較 2024 年第 1 季 −$19.7 億 (−12.5%)
- 新進機構
- 85
- 另有 297 家加碼
- 清倉機構
- 92
- 另有 251 家減碼
另有 7 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 WRB 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 954 | $196.9 億 |
| 2026 年第 1 季 | 926 | $184.9 億 |
| 2025 年第 4 季 | 952 | $199.4 億 |
| 2025 年第 3 季 | 934 | $187.5 億 |
| 2025 年第 2 季 | 923 | $187.1 億 |
| 2025 年第 1 季 | 915 | $186.6 億 |
| 2024 年第 4 季 | 876 | $153.2 億 |
| 2024 年第 3 季 | 800 | $147.6 億 |
| 2024 年第 2 季 | 758 | $138.3 億 |
| 2024 年第 1 季 | 772 | $158.6 億 |
| 2023 年第 4 季 | 728 | $125.6 億 |
| 2023 年第 3 季 | 667 | $110.4 億 |
| 2023 年第 2 季 | 660 | $103.5 億 |
| 2023 年第 1 季 | 693 | $112.3 億 |
| 2022 年第 4 季 | 716 | $132.0 億 |
| 2022 年第 3 季 | 667 | $119.5 億 |
| 2022 年第 2 季 | 665 | $125.7 億 |
| 2022 年第 1 季 | 617 | $121.2 億 |
| 2021 年第 4 季 | 575 | $101.1 億 |
| 2021 年第 3 季 | 513 | $90.4 億 |
| 2021 年第 2 季 | 526 | $91.7 億 |
| 2021 年第 1 季 | 507 | $93.6 億 |
2024 年第 2 季持有機構
每家機構持有 Berkley W R Corp 的股數、市值與佔組合比重;股數變化跟 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baron Wealth Management LLC | 4,985 | $39.2 萬 | 0.20% | +245+5.2% | 加碼 |
| Tufton Capital Management | 4,950 | $38.9 萬 | 0.08% | 00.0% | 不變 |
| Private Trust Co NA | 4,933 | $38.8 萬 | 0.04% | 00.0% | 不變 |
| MJP Associates Inc | 4,915 | $38.6 萬 | 0.08% | +188+4.0% | 加碼 |
| Naples Global Advisors, LLC | 4,892 | $38.4 萬 | 0.04% | 00.0% | 不變 |
| Harbour Investments, Inc. | 4,848 | $38.1 萬 | 0.01% | −597−11.0% | 減碼 |
| Cynosure Management, LLC | 4,711 | $37.0 萬 | 0.06% | +1,041+28.4% | 加碼 |
| Wealth Advisors of Iowa, LLC | 4,648 | $36.5 萬 | 0.20% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 4,601 | $36.2 萬 | 0.01% | +1,300+39.4% | 加碼 |
| Banco Santander, S.A. | 6,834 | $35.8 萬 | 0.00% | +6,834 | 新進 |
| Fiduciary Alliance LLC | 4,510 | $35.7 萬 | 0.06% | 00.0% | 不變 |
| Investment Partners Asset Management, Inc. | 4,500 | $35.4 萬 | 0.32% | 00.0% | 不變 |
| Diligent Investors, LLC | 4,500 | $35.4 萬 | 0.09% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 4,495 | $35.3 萬 | 0.03% | −161−3.5% | 減碼 |
| Romano Brothers and Company | 4,475 | $35.2 萬 | 0.05% | 00.0% | 不變 |
| Eagle Ridge Investment Management | 4,447 | $34.9 萬 | 0.03% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 4,412 | $34.9 萬 | 0.02% | −5,174−54.0% | 減碼 |
| Mather Group, LLC. | 3,931 | $34.8 萬 | 0.00% | +833+26.9% | 加碼 |
| Perpetual Ltd | 4,418 | $34.7 萬 | 0.00% | +4,418 | 新進 |
| Coldstream Capital Management Inc | 4,404 | $34.6 萬 | 0.01% | +236+5.7% | 加碼 |
| Axxcess Wealth Management, LLC | 4,232 | $33.3 萬 | 0.01% | −6,742−61.4% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,731 | $32.6 萬 | 0.00% | +411+12.4% | 加碼 |
| Swiss Life Asset Management Ltd | 4,150 | $32.6 萬 | 0.00% | −1,383−25.0% | 減碼 |
| United Capital Financial Advisers, LLC | 4,142 | $32.5 萬 | 0.00% | −213−4.9% | 減碼 |
| Qsemble Capital Management, LP | 4,128 | $32.4 萬 | 0.06% | +4,128 | 新進 |
| Carmel Capital Partners, LLC | 4,125 | $32.4 萬 | 0.14% | 00.0% | 不變 |
| Platform Technology Partners | 4,082 | $32.1 萬 | 0.11% | +4,082 | 新進 |
| Alps Advisors Inc | 4,072 | $32.0 萬 | 0.00% | −18−0.4% | 減碼 |
| M&R Capital Management Inc | 4,000 | $31.4 萬 | 0.07% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 3,982 | $31.3 萬 | 0.03% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 16,971 | $30.6 萬 | 0.00% | +16,971 | 新進 |
| Graham Capital Wealth Management, LLC | 3,785 | $29.7 萬 | 0.40% | 00.0% | 不變 |
| Gitterman Wealth Management, LLC | 3,773 | $29.7 萬 | 0.11% | +3,773 | 新進 |
| IFG Advisory, LLC | 3,771 | $29.6 萬 | 0.02% | +3,771 | 新進 |
| Capstone Investment Advisors, LLC | 3,766 | $29.6 萬 | 0.01% | +64+1.7% | 加碼 |
| HB Wealth Management, LLC | 3,752 | $29.5 萬 | 0.00% | +178+5.0% | 加碼 |
| Ieq Capital, LLC | 3,717 | $29.2 萬 | 0.00% | +619+20.0% | 加碼 |
| Clearstead Advisors, LLC | 3,713 | $29.2 萬 | 0.00% | +3,573+2,552.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 3,713 | $29.2 萬 | 0.00% | −50−1.3% | 減碼 |
| Thrive Wealth Management, LLC | 3,691 | $29.0 萬 | 0.06% | +313+9.3% | 加碼 |
| DoubleLine ETF Adviser LP | 3,690 | $29.0 萬 | 0.08% | −114−3.0% | 減碼 |
| Hamilton Capital Partners Inc. | 3,669 | $28.8 萬 | 0.03% | −1,050−22.3% | 減碼 |
| Beacon Financial Group | 3,647 | $28.7 萬 | 0.03% | +2+0.1% | 加碼 |
| Mill Creek Capital Advisors, LLC | 3,643 | $28.6 萬 | 0.01% | +1,334+57.8% | 加碼 |
| Brown Brothers Harriman & Co | 3,538 | $27.8 萬 | 0.00% | +3,385+2,212.4% | 加碼 |
| Osterweis Capital Management Inc | 3,527 | $27.7 萬 | 0.01% | 00.0% | 不變 |
| Financial Security Advisor, Inc. | 3,480 | $27.5 萬 | 0.09% | −180−4.9% | 減碼 |
| Somerset Trust Co | 3,468 | $27.3 萬 | 0.11% | −4−0.1% | 減碼 |
| Atomi Financial Group, Inc. | 3,457 | $27.2 萬 | 0.02% | −695−16.7% | 減碼 |
| Daymark Wealth Partners, LLC | 3,443 | $27.1 萬 | 0.01% | +3,443 | 新進 |
| Cassaday & Co Wealth Management LLC | 3,422 | $26.9 萬 | 0.01% | −5−0.1% | 減碼 |
| Wellington Wealth Strategies, LLC. | 3,447 | $26.9 萬 | 1.15% | +3,447 | 新進 |
| Private Wealth Advisors | 3,389 | $26.8 萬 | 0.12% | +5+0.1% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 3,352 | $26.5 萬 | 0.15% | +186+5.9% | 加碼 |
| Woodward Diversified Capital, LLC | 3,365 | $26.4 萬 | 0.16% | +250+8.0% | 加碼 |
| IHT Wealth Management, LLC | 3,356 | $26.4 萬 | 0.01% | −543−13.9% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 3,350 | $26.3 萬 | 0.05% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,284 | $25.8 萬 | 0.01% | −328−9.1% | 減碼 |
| Old National Bancorp | 3,258 | $25.6 萬 | 0.01% | +3,258 | 新進 |
| Ingalls & Snyder LLC | 3,214 | $25.3 萬 | 0.01% | 00.0% | 不變 |
| Argent Trust Co | 3,209 | $25.2 萬 | 0.01% | +335+11.7% | 加碼 |
| HighPoint Advisor Group LLC | 4,543 | $25.2 萬 | 0.02% | +1,631+56.0% | 加碼 |
| Wolverine Trading, LLC | 3,143 | $24.7 萬 | 0.00% | +3,143 | 新進 |
| Ashton Thomas Private Wealth, LLC | 3,134 | $24.6 萬 | 0.01% | +761+32.1% | 加碼 |
| State of Wyoming | 3,108 | $24.4 萬 | 0.04% | +641+26.0% | 加碼 |
| Aureus Asset Management, LLC | 3,096 | $24.3 萬 | 0.02% | 00.0% | 不變 |
| National Asset Management, Inc. | 3,080 | $24.2 萬 | 0.01% | −2,926−48.7% | 減碼 |
| Aptus Capital Advisors, LLC | 4,608 | $24.1 萬 | 0.00% | −10.0% | 減碼 |
| O'Dell Group, LLC | 2,700 | $23.9 萬 | 0.06% | 00.0% | 不變 |
| Gibbs Wealth Management | 3,011 | $23.7 萬 | 0.10% | +3,011 | 新進 |
| Cornerstone Wealth Management, LLC | 3,004 | $23.6 萬 | 0.02% | +5+0.2% | 加碼 |
| Credit Capital Investments LLC | 2,980 | $23.4 萬 | 0.29% | +2,980 | 新進 |
| Signaturefd, LLC | 2,977 | $23.4 萬 | 0.00% | −71−2.3% | 減碼 |
| Profund Advisors LLC | 2,938 | $23.1 萬 | 0.01% | −79−2.6% | 減碼 |
| Fidelis Capital Partners, LLC | 4,107 | $23.0 萬 | 0.03% | +1,705+71.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,370 | $22.9 萬 | 0.00% | −763−14.9% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 2,887 | $22.7 萬 | 0.05% | −6−0.2% | 減碼 |
| NorthRock Partners, LLC | 2,926 | $22.7 萬 | 0.01% | −80−2.7% | 減碼 |
| Smartleaf Asset Management LLC | 2,835 | $22.5 萬 | 0.04% | +1,000+54.5% | 加碼 |
| LRI Investments, LLC | 2,862 | $22.5 萬 | 0.03% | +2,781+3,433.3% | 加碼 |
| Confluence Wealth Services, Inc. | 2,859 | $22.5 萬 | 0.02% | +2,859 | 新進 |
| GYL Financial Synergies, LLC | 2,858 | $22.5 萬 | 0.02% | +3+0.1% | 加碼 |
| BIP Wealth, LLC | 2,856 | $22.4 萬 | 0.02% | +10+0.4% | 加碼 |
| NDVR, Inc. | 2,854 | $22.4 萬 | 0.23% | +225+8.6% | 加碼 |
| Firethorn Wealth Partners, LLC | 2,852 | $22.4 萬 | 0.13% | +115+4.2% | 加碼 |
| Avestar Capital, LLC | 2,838 | $22.3 萬 | 0.02% | −2,267−44.4% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 2,835 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 2,817 | $22.1 萬 | 0.01% | +7+0.2% | 加碼 |
| Checchi Capital Advisers, LLC | 2,759 | $21.7 萬 | 0.02% | −16−0.6% | 減碼 |
| Vicus Capital | 2,748 | $21.6 萬 | 0.02% | −36−1.3% | 減碼 |
| Apollon Wealth Management, LLC | 2,708 | $21.3 萬 | 0.01% | +2,708 | 新進 |
| Koshinski Asset Management, Inc. | 2,698 | $21.2 萬 | 0.02% | −706−20.7% | 減碼 |
| EHP Funds Inc. | 2,700 | $21.2 萬 | 0.10% | +2,700 | 新進 |
| Northwestern Mutual Wealth Management Co | 2,681 | $21.1 萬 | 0.00% | −490−15.5% | 減碼 |
| GAMMA Investing LLC | 2,671 | $21.0 萬 | 0.03% | +770+40.5% | 加碼 |
| West Family Investments, Inc. | 2,638 | $20.7 萬 | 0.06% | +2,638 | 新進 |
| Smith Shellnut Wilson LLC | 2,633 | $20.7 萬 | 0.10% | −172−6.1% | 減碼 |
| AE Wealth Management LLC | 2,617 | $20.6 萬 | 0.00% | −438−14.3% | 減碼 |
| One Wealth Advisors, LLC | 3,553 | $20.3 萬 | 0.04% | +1,183+49.9% | 加碼 |
| Valeo Financial Advisors, LLC | 2,570 | $20.2 萬 | 0.01% | +2,570 | 新進 |