BERKLEY W R CORP (WRB) — Institutional Holders, Q2 2026 (page 10)
956 institutional investment managers reported a WRB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $19.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 956. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WRB 13F holders ranked 901–956 of 956
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | Operose Advisors#901 · 34 sh | 34 | $2.4K | <0.01% | 0.0% |
| 902 | Signature Resources Capital Management#902 · 34 sh | 34 | $2.4K | — | 0.0% |
| 903 | HFM Investment Advisors#903 · 32 sh | 32 | $2.3K | <0.01% | +128.6% |
| 904 | CHESAPEAKE ASSET MANAGEMENT#904 · 31 sh | 31 | $2.2K | <0.01% | New |
| 905 | Quest 10 Wealth Builders#905 · 31 sh | 31 | $2.2K | <0.01% | New |
| 906 | Dunhill Financial#906 · 30 sh | 30 | $2.2K | <0.01% | +3.4% |
| 907 | Marquette Asset Management#907 · 29 sh | 29 | $2.0K | — | New |
| 908 | JPL Wealth Management#908 · 29 sh | 29 | $2.0K | <0.01% | +3.6% |
| 909 | Montgomery Financial Services#909 · 29 sh | 29 | $2.0K | <0.01% | — |
| 910 | Penserra Capital Management#910 · 30 sh | 30 | $2.0K | 0.00% | 0.0% |
| 911 | Burk#911 · 28 sh | 28 | $2.0K | <0.01% | 0.0% |
| 912 | Sunrise Financial Services#912 · 27 sh | 27 | $1.9K | — | 0.0% |
| 913 | Bell Investment Advisors#913 · 23 sh | 23 | $1.6K | <0.01% | +43.8% |
| 914 | Quarry#914 · 23 sh | 23 | $1.6K | <0.01% | New |
| 915 | James T. Borello RIA#915 · 22 sh | 22 | $1.6K | — | +10.0% |
| 916 | Fortis Group Advisors#916 · 21 sh | 21 | $1.5K | <0.01% | New |
| 917 | LRI Investments#917 · 21 sh | 21 | $1.5K | <0.01% | New |
| 918 | Purpose Unlimited#918 · 20 sh | 20 | $1.4K | <0.01% | -42.9% |
| 919 | Key FInancial#919 · 19 sh | 19 | $1.3K | <0.01% | 0.0% |
| 920 | NBT BANK N A#920 · 19 sh | 19 | $1.3K | — | 0.0% |
| 921 | GoalVest Advisory#921 · 17 sh | 17 | $1.2K | — | New |
| 922 | Activest Wealth Management#922 · 17 sh | 17 | $1.2K | — | New |
| 923 | Principia Wealth Advisory#923 · 17 sh | 17 | $1.2K | <0.01% | -5.6% |
| 924 | Cedar Mountain Advisors#924 · 16 sh | 16 | $1.1K | — | 0.0% |
| 925 | Bare Financial Services#925 · 16 sh | 16 | $1.1K | <0.01% | -20.0% |
| 926 | Networth Advisors#926 · 16 sh | 16 | $1.1K | <0.01% | New |
| 927 | 1015 Capital Partners#927 · 16 sh | 16 | $1.1K | <0.01% | +23.1% |
| 928 | FIRST HORIZON NATIONAL#928 · 15 sh | 15 | $1.1K | — | 0.0% |
| 929 | Navigoe#929 · 15 sh | 15 | $1.0K | <0.01% | New |
| 930 | Aventura Private Wealth#930 · 14 sh | 14 | $987.00 | <0.01% | 0.0% |
| 931 | Key Capital Management#931 · 12 sh | 12 | $846.00 | <0.01% | New |
| 932 | WestEnd Advisors#932 · 10 sh | 10 | $705.00 | 0.00% | 0.0% |
| 933 | Planning Strategies#933 · 10 sh | 10 | $705.00 | — | — |
| 934 | DecisionPoint Financial#934 · 9 sh | 9 | $636.00 | <0.01% | New |
| 935 | Quaker Wealth Management#935 · 9 sh | 9 | $635.00 | — | +12.5% |
| 936 | United Community Bank#936 · 9 sh | 9 | $635.00 | <0.01% | 0.0% |
| 937 | HIGHLINE WEALTH PARTNERS#937 · 9 sh | 9 | $635.00 | — | New |
| 938 | Spectrum Wealth Advisory Group#938 · 7 sh | 7 | $494.00 | <0.01% | New |
| 939 | American Capital Advisory#939 · 7 sh | 7 | $494.00 | <0.01% | +75.0% |
| 940 | Valued Wealth Advisors#940 · 6 sh | 6 | $427.00 | <0.01% | 0.0% |
| 941 | Seneschal Advisors#941 · 6 sh | 6 | $424.00 | <0.01% | 0.0% |
| 942 | VALLEY NATIONAL ADVISERS#942 · 6 sh | 6 | $424.00 | — | New |
| 943 | MOTCO#943 · 6 sh | 6 | $423.00 | 0.00% | New |
| 944 | Cape Investment Advisory#944 · 6 sh | 6 | $423.00 | — | New |
| 945 | Nemes Rush Group#945 · 6 sh | 6 | $423.00 | 0.00% | 0.0% |
| 946 | NVWM#946 · 5 sh | 5 | $353.00 | — | New |
| 947 | Caitong International Asset Management , Ltd#947 · 4 sh | 4 | $282.00 | 0.00% | -85.2% |
| 948 | TFC Financial Management#948 · 3 sh | 3 | $212.00 | — | +200.0% |
| 949 | MARYLAND CAPITAL ADVISORS#949 · 3 sh | 3 | $212.00 | — | — |
| 950 | Plante Moran Financial Advisors#950 · 2 sh | 2 | $141.00 | 0.00% | New |
| 951 | COMPASS FINANCIAL MANAGEMENT#951 · 2 sh | 2 | $141.00 | 0.00% | — |
| 952 | 3 FACTOR INDEXING#952 · 1 sh | 1 | $71.00 | — | 0.0% |
| 953 | Sankala Group#953 · 1 sh | 1 | $70.00 | 0.00% | New |
| 954 | Y.D. More Investments Ltd#954 · 189 sh | 189 | $45.00 | 0.00% | -0.5% |
| 955 | Roble, Belko & Company#955 · 4 sh | 4 | $0.00 | 0.00% | -50.0% |
| 956 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#956 · 318,375 sh | 318,375 | — | — | +2.8% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.