BERKLEY W R CORP (WRB) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 956
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | OP Asset Management Ltd#301 · 30,853 sh | 30,853 | $2.2M | 0.02% | 0.0% |
| 302 | Sumitomo Mitsui DS Asset Management Company, Ltd#302 · 30,747 sh | 30,747 | $2.2M | — | -15.1% |
| 303 | Lido Advisors#303 · 30,007 sh | 30,007 | $2.1M | <0.01% | +3.3% |
| 304 | Jupiter Topco#304 · 29,934 sh | 29,934 | $2.1M | <0.01% | — |
| 305 | NISSAY ASSET MANAGEMENT /JAPAN#305 · 29,752 sh | 29,752 | $2.1M | <0.01% | -8.5% |
| 306 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#306 · 29,650 sh | 29,650 | $2.1M | — | -6.4% |
| 307 | Willow Creek Wealth Management#307 · 29,500 sh | 29,500 | $2.1M | — | — |
| 308 | Citadel Investment Advisory#308 · 29,468 sh | 29,468 | $2.1M | — | 0.0% |
| 309 | Steward Partners Investment Advisory#309 · 29,364 sh | 29,364 | $2.1M | 0.01% | -9.1% |
| 310 | Applied Capital#310 · 29,073 sh | 29,073 | $2.1M | — | 0.0% |
| 311 | MIRABELLA FINANCIAL SERVICES LLP#311 · 28,641 sh | 28,641 | $2.0M | 0.19% | +9.3% |
| 312 | NORDEA INVESTMENT MANAGEMENT AB#312 · 28,429 sh | 28,429 | $2.0M | <0.01% | -3.8% |
| 313 | Ethic#313 · 27,978 sh | 27,978 | $2.0M | 0.02% | -17.9% |
| 314 | Belpointe Asset Management#314 · 27,646 sh | 27,646 | $1.9M | 0.06% | +1.2% |
| 315 | SCOTIA CAPITAL#315 · 27,376 sh | 27,376 | $1.9M | <0.01% | +0.8% |
| 316 | MOSAIC FAMILY WEALTH PARTNERS#316 · 27,279 sh | 27,279 | $1.9M | 0.13% | New |
| 317 | Beacon Pointe Advisors#317 · 26,971 sh | 26,971 | $1.9M | <0.01% | +0.5% |
| 318 | Bleakley Financial Group#318 · 26,608 sh | 26,608 | $1.9M | 0.02% | +17.8% |
| 319 | Cambridge Investment Research Advisors#319 · 26,340 sh | 26,340 | $1.9M | <0.01% | -6.2% |
| 320 | Nicholson Wealth Management Group#320 · 26,023 sh | 26,023 | $1.8M | 1.08% | -3.0% |
| 321 | Eurizon Capital SGR S.p.A.#321 · 25,995 sh | 25,995 | $1.8M | <0.01% | +1.3% |
| 322 | STANCE CAPITAL#322 · 25,938 sh | 25,938 | $1.8M | 0.56% | -47.3% |
| 323 | EXCHANGE TRADED CONCEPTS#323 · 25,780 sh | 25,780 | $1.8M | <0.01% | +9.8% |
| 324 | American#324 · 25,709 sh | 25,709 | $1.8M | 0.14% | -11.2% |
| 325 | Sierra Legacy Group#325 · 25,455 sh | 25,455 | $1.8M | 1.39% | +2.1% |
| 326 | UniSuper Management Pty Ltd#326 · 25,412 sh | 25,412 | $1.8M | — | -29.9% |
| 327 | Donoghue Forlines#327 · 25,388 sh | 25,388 | $1.8M | 0.46% | +3.5% |
| 328 | Summit Trail Advisors#328 · 24,976 sh | 24,976 | $1.8M | 0.02% | +21.1% |
| 329 | GRACE & WHITE#329 · 24,869 sh | 24,869 | $1.8M | — | 0.0% |
| 330 | TD PRIVATE CLIENT WEALTH#330 · 24,854 sh | 24,854 | $1.8M | 0.03% | -11.7% |
| 331 | Crossmark Global#331 · 24,657 sh | 24,657 | $1.7M | — | +0.9% |
| 332 | SKBA CAPITAL MANAGEMENT#332 · 24,506 sh | 24,506 | $1.7M | 0.29% | +4.8% |
| 333 | OLD POINT & FINANCIAL SERVICES N A#333 · 24,474 sh | 24,474 | $1.7M | 0.52% | +6.9% |
| 334 | CreativeOne Wealth#334 · 24,318 sh | 24,318 | $1.7M | 0.04% | +154.5% |
| 335 | Inspire Investing#335 · 24,286 sh | 24,286 | $1.7M | — | +389.1% |
| 336 | Elgethun Capital Management#336 · 24,071 sh | 24,071 | $1.7M | 0.24% | 0.0% |
| 337 | PARSONS CAPITAL MANAGEMENT#337 · 24,067 sh | 24,067 | $1.7M | 0.08% | -1.1% |
| 338 | PERSONAL CFO SOLUTIONS#338 · 23,856 sh | 23,856 | $1.7M | 0.25% | +0.2% |
| 339 | MGO ONE SEVEN#339 · 24,031 sh | 24,031 | $1.7M | 0.03% | -3.3% |
| 340 | Empire Financial Management Company#340 · 23,968 sh | 23,968 | $1.7M | 0.67% | +1.5% |
| 341 | Man Group plc#341 · 23,713 sh | 23,713 | $1.7M | <0.01% | -62.8% |
| 342 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#342 · 23,600 sh | 23,600 | $1.7M | 0.01% | 0.0% |
| 343 | Diversify Advisory Services#343 · 21,969 sh | 21,969 | $1.7M | — | New |
| 344 | DIVERSIFY WEALTH MANAGEMENT#344 · 21,969 sh | 21,969 | $1.7M | — | -1.9% |
| 345 | Horizon Investments#345 · 23,288 sh | 23,288 | $1.6M | 0.02% | +12.7% |
| 346 | Federation des caisses Desjardins du Quebec#346 · 23,140 sh | 23,140 | $1.6M | <0.01% | +25.2% |
| 347 | Bannerstone Capital Management#347 · 22,612 sh | 22,612 | $1.6M | 1.34% | +0.6% |
| 348 | OSTRUM ASSET MANAGEMENT#348 · 22,457 sh | 22,457 | $1.6M | 0.08% | 0.0% |
| 349 | SRS Capital Advisors#349 · 22,374 sh | 22,374 | $1.6M | 0.01% | +253.9% |
| 350 | MITCHELL & PAHL PRIVATE WEALTH#350 · 22,183 sh | 22,183 | $1.6M | — | +2.7% |
| 351 | Pacer Advisors#351 · 22,131 sh | 22,131 | $1.6M | <0.01% | -18.0% |
| 352 | Equitable#352 · 21,822 sh | 21,822 | $1.5M | <0.01% | +103.9% |
| 353 | Cresset Asset Management#353 · 21,583 sh | 21,583 | $1.5M | <0.01% | New |
| 354 | Pullen Investment Management#354 · 21,738 sh | 21,738 | $1.5M | — | +1.6% |
| 355 | Elm3 Financial Group#355 · 21,679 sh | 21,679 | $1.5M | — | -6.9% |
| 356 | Impact Partnership Wealth#356 · 21,389 sh | 21,389 | $1.5M | 0.15% | +354.3% |
| 357 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#357 · 21,280 sh | 21,280 | $1.5M | <0.01% | 0.0% |
| 358 | D.A. DAVIDSON#358 · 20,991 sh | 20,991 | $1.5M | <0.01% | -0.6% |
| 359 | Sage Capital Advisors#359 · 20,768 sh | 20,768 | $1.5M | — | +1.2% |
| 360 | FOX RUN MANAGEMENT, L.L.C.#360 · 20,435 sh | 20,435 | $1.4M | 0.24% | +333.5% |
| 361 | NOMURA#361 · 20,418 sh | 20,418 | $1.4M | <0.01% | +60.5% |
| 362 | GUGGENHEIM CAPITAL#362 · 20,376 sh | 20,376 | $1.4M | <0.01% | +397.3% |
| 363 | AE Wealth Management#363 · 20,353 sh | 20,353 | $1.4M | <0.01% | +198.2% |
| 364 | Orion Porfolio Solutions#364 · 20,271 sh | 20,271 | $1.4M | 0.01% | +12.0% |
| 365 | DC Investments Management#365 · 19,958 sh | 19,958 | $1.4M | 0.48% | 0.0% |
| 366 | Citizens National Bank Department#366 · 19,937 sh | 19,937 | $1.4M | 0.21% | -5.7% |
| 367 | TEMA ETFS#367 · 19,910 sh | 19,910 | $1.4M | — | +10.5% |
| 368 | AG2R LA MONDIALE GESTION D'ACTIFS#368 · 19,848 sh | 19,848 | $1.4M | — | +56.4% |
| 369 | Concurrent Investment Advisors#369 · 19,709 sh | 19,709 | $1.4M | — | +48.6% |
| 370 | GSA CAPITAL PARTNERS LLP#370 · 19,628 sh | 19,628 | $1.4M | 0.09% | New |
| 371 | WELLINGTON MANAGEMENT GROUP LLP#371 · 19,290 sh | 19,290 | $1.4M | <0.01% | -8.7% |
| 372 | Advisory Alpha#372 · 18,806 sh | 18,806 | $1.3M | 0.03% | +17.8% |
| 373 | Gulf International Bank (UK) Ltd#373 · 18,791 sh | 18,791 | $1.3M | — | -1.6% |
| 374 | Independent Advisor Alliance#374 · 18,538 sh | 18,538 | $1.3M | 0.03% | +0.2% |
| 375 | HB Wealth Management#375 · 18,442 sh | 18,442 | $1.3M | — | +46.2% |
| 376 | Investment Planning Advisors#376 · 18,403 sh | 18,403 | $1.3M | — | 0.0% |
| 377 | Almanack Investment Partners#377 · 18,145 sh | 18,145 | $1.3M | 0.16% | 0.0% |
| 378 | Norinchukin Bank, The#378 · 18,124 sh | 18,124 | $1.3M | 0.01% | -0.4% |
| 379 | Entropy Technologies#379 · 18,116 sh | 18,116 | $1.3M | 0.05% | -45.9% |
| 380 | HM PAYSON#380 · 18,104 sh | 18,104 | $1.3M | 0.02% | 0.0% |
| 381 | DAVENPORT#381 · 18,010 sh | 18,010 | $1.3M | — | -9.3% |
| 382 | M&T BANK#382 · 17,978 sh | 17,978 | $1.3M | <0.01% | +14.6% |
| 383 | TD Waterhouse Canada#383 · 17,680 sh | 17,680 | $1.2M | — | -51.6% |
| 384 | National Philanthropic#384 · 17,539 sh | 17,539 | $1.2M | 0.02% | 0.0% |
| 385 | Sepio Capital#385 · 17,087 sh | 17,087 | $1.2M | — | +3.3% |
| 386 | EP Wealth Advisors#386 · 16,943 sh | 16,943 | $1.2M | <0.01% | -32.6% |
| 387 | OF VERMONT#387 · 16,939 sh | 16,939 | $1.2M | — | — |
| 388 | Stegent Equity Advisors#388 · 16,896 sh | 16,896 | $1.2M | — | -17.3% |
| 389 | BROWN, LISLE/CUMMINGS#389 · 16,780 sh | 16,780 | $1.2M | — | 0.0% |
| 390 | Kovitz Investment Group Partners#390 · 16,715 sh | 16,715 | $1.2M | 0.03% | 0.0% |
| 391 | Savant Capital#391 · 16,685 sh | 16,685 | $1.2M | <0.01% | +8.6% |
| 392 | SCHRODER INVESTMENT MANAGEMENT GROUP#392 · 16,571 sh | 16,571 | $1.2M | <0.01% | -35.8% |
| 393 | Private Advisor Group#393 · 16,653 sh | 16,653 | $1.2M | <0.01% | -13.0% |
| 394 | Catalyst Funds Management Pty Ltd#394 · 16,652 sh | 16,652 | $1.2M | 0.07% | -2.9% |
| 395 | Inspire Advisors#395 · 16,620 sh | 16,620 | $1.2M | 0.08% | -1.6% |
| 396 | Farther Finance Advisors#396 · 16,610 sh | 16,610 | $1.2M | — | +13.9% |
| 397 | THRIVENT FINANCIAL FOR LUTHERANS#397 · 16,557 sh | 16,557 | $1.2M | <0.01% | -16.4% |
| 398 | Focus Partners Advisor Solutions#398 · 16,538 sh | 16,538 | $1.2M | <0.01% | New |
| 399 | HARTFORD INVESTMENT MANAGEMENT#399 · 16,485 sh | 16,485 | $1.2M | 0.03% | -5.4% |
| 400 | TCW GROUP#400 · 16,470 sh | 16,470 | $1.2M | <0.01% | -0.7% |
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.