BERKLEY W R CORP (WRB) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 956
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Assenagon Asset Management S.A.#601 · 4,962 sh | 4,962 | $350.0K | — | +3.9% |
| 602 | Cushing Capital Partners#602 · 4,950 sh | 4,950 | $349.1K | — | -0.9% |
| 603 | Snowden Capital Advisors#603 · 4,892 sh | 4,892 | $347.5K | <0.01% | -11.5% |
| 604 | MAI Capital Management#604 · 4,901 sh | 4,901 | $347.2K | <0.01% | +400.6% |
| 605 | GENESIS PRIVATE WEALTH#605 · 4,915 sh | 4,915 | $346.7K | 0.10% | +0.6% |
| 606 | STRS OHIO#606 · 4,905 sh | 4,905 | $345.9K | <0.01% | -8.8% |
| 607 | Bull Harbor Capital#607 · 4,881 sh | 4,881 | $344.3K | 0.07% | New |
| 608 | DAYMARK WEALTH PARTNERS#608 · 4,826 sh | 4,826 | $340.3K | <0.01% | +10.4% |
| 609 | Meeder Advisory Services#609 · 4,818 sh | 4,818 | $339.8K | 0.01% | +14.3% |
| 610 | WESTWOOD GROUP#610 · 4,793 sh | 4,793 | $338.1K | <0.01% | New |
| 611 | Financial Security Advisor#611 · 4,748 sh | 4,748 | $337.7K | 0.05% | -1.5% |
| 612 | CULLEN/FROST BANKERS#612 · 4,720 sh | 4,720 | $332.9K | <0.01% | +2.3% |
| 613 | CWS Financial Advisors#613 · 4,720 sh | 4,720 | $332.9K | — | +35.0% |
| 614 | SPIREPOINT PRIVATE CLIENT#614 · 4,660 sh | 4,660 | $328.7K | 0.03% | -0.6% |
| 615 | FLORIDA FINANCIAL ADVISORS#615 · 4,657 sh | 4,657 | $328.5K | 0.06% | +11.3% |
| 616 | IFC Advisors#616 · 4,635 sh | 4,635 | $326.9K | 0.04% | +1.0% |
| 617 | ANGELES WEALTH MANAGEMENT#617 · 4,562 sh | 4,562 | $326.3K | — | New |
| 618 | Vontobel Holding Ltd.#618 · 4,608 sh | 4,608 | $325.0K | — | -13.3% |
| 619 | IFG Advisory#619 · 4,598 sh | 4,598 | $324.3K | 0.01% | New |
| 620 | Parallel Advisors#620 · 4,552 sh | 4,552 | $321.1K | <0.01% | +31.1% |
| 621 | Cornerstone Wealth Management#621 · 4,506 sh | 4,506 | $317.8K | 0.01% | 0.0% |
| 622 | Aureus Asset Management#622 · 4,500 sh | 4,500 | $317.4K | 0.02% | 0.0% |
| 623 | Fidelis Capital Partners#623 · 4,486 sh | 4,486 | $316.4K | 0.02% | -2.3% |
| 624 | ORG Wealth Partners#624 · 4,458 sh | 4,458 | $314.4K | 0.05% | +39.2% |
| 625 | BANK OF NOVA SCOTIA#625 · 4,437 sh | 4,437 | $312.9K | 0.03% | 0.0% |
| 626 | Heartland Bank#626 · 4,432 sh | 4,432 | $312.6K | 0.06% | -1.3% |
| 627 | Summit Financial#627 · 4,366 sh | 4,366 | $309.6K | <0.01% | New |
| 628 | Cadent Capital Advisors#628 · 4,387 sh | 4,387 | $309.4K | — | 0.0% |
| 629 | Qsemble Capital Management#629 · 4,385 sh | 4,385 | $309.3K | 0.04% | -82.9% |
| 630 | AIGEN INVESTMENT MANAGEMENT#630 · 4,363 sh | 4,363 | $307.7K | 0.08% | New |
| 631 | INGALLS & SNYDER#631 · 4,356 sh | 4,356 | $307.0K | <0.01% | -0.1% |
| 632 | Apella Capital#632 · 4,283 sh | 4,283 | $306.4K | — | -1.2% |
| 633 | West Family Investments#633 · 4,331 sh | 4,331 | $305.5K | 0.09% | +22.6% |
| 634 | Meiji Yasuda Asset Management Ltd.#634 · 4,321 sh | 4,321 | $304.8K | 0.01% | -36.5% |
| 635 | OPPENHEIMER#635 · 4,300 sh | 4,300 | $303.3K | — | 0.0% |
| 636 | Strive Financial Group#636 · 4,272 sh | 4,272 | $301.3K | 0.13% | +2.5% |
| 637 | MOUNTAIN PACIFIC INVESTMENT ADVISERS#637 · 4,252 sh | 4,252 | $299.9K | 0.05% | 0.0% |
| 638 | Confluence Wealth Services#638 · 4,185 sh | 4,185 | $295.2K | <0.01% | New |
| 639 | TCG Advisory Services#639 · 4,185 sh | 4,185 | $295.2K | <0.01% | New |
| 640 | CX Institutional#640 · 4,119 sh | 4,119 | $290.0K | — | +0.9% |
| 641 | COMPASS CAPITAL /MA#641 · 4,104 sh | 4,104 | $289.9K | 0.09% | -5.6% |
| 642 | YHB Investment Advisors#642 · 4,082 sh | 4,082 | $287.9K | — | -23.6% |
| 643 | Allworth Financial#643 · 4,080 sh | 4,080 | $287.7K | <0.01% | +79.7% |
| 644 | MONETA GROUP INVESTMENT ADVISORS#644 · 4,068 sh | 4,068 | $286.9K | <0.01% | +2.6% |
| 645 | EntryPoint Capital#645 · 4,053 sh | 4,053 | $285.9K | 0.07% | 0.0% |
| 646 | Sivia Capital Partners#646 · 4,031 sh | 4,031 | $284.3K | 0.03% | New |
| 647 | DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.#647 · 4,020 sh | 4,020 | $283.5K | 0.01% | New |
| 648 | Somerset#648 · 3,972 sh | 3,972 | $280.1K | — | -0.5% |
| 649 | CALDWELL SUTTER CAPITAL#649 · 3,950 sh | 3,950 | $278.6K | 0.10% | -3.7% |
| 650 | EverSource Wealth Advisors#650 · 3,936 sh | 3,936 | $277.6K | <0.01% | -28.1% |
| 651 | Pacific Excel Wealth Advisors#651 · 3,893 sh | 3,893 | $274.6K | 0.11% | New |
| 652 | Heritage Family Offices, LLP#652 · 3,893 sh | 3,893 | $274.6K | 0.11% | -34.0% |
| 653 | Legacy Wealth Advisors#653 · 3,866 sh | 3,866 | $272.7K | 0.12% | +22.4% |
| 654 | Monument Capital Management#654 · 3,848 sh | 3,848 | $271.4K | — | New |
| 655 | BIP Wealth#655 · 3,818 sh | 3,818 | $269.3K | — | +1.1% |
| 656 | Clearstead Advisors#656 · 3,796 sh | 3,796 | $267.7K | <0.01% | +220.6% |
| 657 | Valeo Financial Advisors#657 · 3,774 sh | 3,774 | $266.2K | — | +4.5% |
| 658 | IMC-Chicago#658 · 3,738 sh | 3,738 | $263.6K | <0.01% | New |
| 659 | Accurate Wealth Management#659 · 3,644 sh | 3,644 | $263.1K | — | New |
| 660 | L2 Asset Management#660 · 3,729 sh | 3,729 | $263.0K | 0.03% | -59.8% |
| 661 | Stratos Investment Management#661 · 3,722 sh | 3,722 | $262.5K | <0.01% | +6.1% |
| 662 | 1ST SOURCE BANK#662 · 3,722 sh | 3,722 | $262.5K | 0.01% | 0.0% |
| 663 | NORDEN GROUP#663 · 3,689 sh | 3,689 | $260.2K | — | New |
| 664 | SPINNAKER#664 · 3,684 sh | 3,684 | $259.8K | 0.01% | New |
| 665 | Crestwood Advisors Group#665 · 3,676 sh | 3,676 | $259.3K | <0.01% | +21.4% |
| 666 | CHILTON CAPITAL MANAGEMENT#666 · 3,667 sh | 3,667 | $258.6K | <0.01% | 0.0% |
| 667 | Nilsine Partners#667 · 3,664 sh | 3,664 | $258.4K | 0.02% | +7.5% |
| 668 | Global Wealth Management Investment Advisory#668 · 3,630 sh | 3,630 | $256.0K | 0.04% | -0.7% |
| 669 | WEXFORD CAPITAL#669 · 3,600 sh | 3,600 | $253.9K | 0.03% | 0.0% |
| 670 | WOODWARD DIVERSIFIED CAPITAL#670 · 3,577 sh | 3,577 | $252.3K | — | -1.5% |
| 671 | PRUDENTIAL PLC#671 · 3,546 sh | 3,546 | $250.1K | <0.01% | -22.8% |
| 672 | First Nebraska#672 · 3,514 sh | 3,514 | $247.8K | 0.02% | +1.4% |
| 673 | CATALYST FINANCIAL PARTNERS#673 · 3,508 sh | 3,508 | $247.4K | 0.02% | New |
| 674 | Avestar Capital#674 · 3,461 sh | 3,461 | $246.2K | 0.01% | -0.4% |
| 675 | AXXCESS WEALTH MANAGEMENT#675 · 3,464 sh | 3,464 | $244.3K | — | New |
| 676 | StoneX Group#676 · 3,491 sh | 3,491 | $244.0K | <0.01% | New |
| 677 | Cornerstone Financial Group#677 · 3,457 sh | 3,457 | $243.8K | 0.15% | 0.0% |
| 678 | Sowell Financial Services#678 · 3,443 sh | 3,443 | $242.8K | — | +2.9% |
| 679 | STEPHENSON NATIONAL BANK#679 · 3,422 sh | 3,422 | $241.4K | — | +37.3% |
| 680 | ABLE Financial Group#680 · 3,391 sh | 3,391 | $239.2K | — | 0.0% |
| 681 | New Age Alpha Advisors#681 · 3,377 sh | 3,377 | $238.2K | 0.01% | -9.4% |
| 682 | S&G Foundation#682 · 3,375 sh | 3,375 | $238.0K | 0.01% | 0.0% |
| 683 | Asset Management#683 · 3,346 sh | 3,346 | $236.0K | 0.01% | 0.0% |
| 684 | Prosperity Consulting Group#684 · 3,335 sh | 3,335 | $235.2K | <0.01% | New |
| 685 | Pure Financial Advisors#685 · 3,312 sh | 3,312 | $233.6K | <0.01% | New |
| 686 | ARTHUR M. COHEN & ASSOCIATES#686 · 3,300 sh | 3,300 | $232.7K | — | 0.0% |
| 687 | FAYEZ SAROFIM#687 · 3,300 sh | 3,300 | $232.7K | <0.01% | 0.0% |
| 688 | Essex Financial Services#688 · 3,289 sh | 3,289 | $232.0K | 0.01% | -10.5% |
| 689 | Kera Capital Partners#689 · 3,285 sh | 3,285 | $231.7K | 0.02% | New |
| 690 | FIRST CITIZENS BANK#690 · 3,247 sh | 3,247 | $229.0K | — | -13.0% |
| 691 | Ignite Planners#691 · 3,224 sh | 3,224 | $227.7K | — | +3.8% |
| 692 | Kingsview Wealth Management#692 · 3,209 sh | 3,209 | $226.4K | <0.01% | +4.0% |
| 693 | 111 Capital#693 · 3,196 sh | 3,196 | $225.4K | 0.04% | -24.9% |
| 694 | Alpha Family#694 · 3,195 sh | 3,195 | $225.3K | 0.09% | 0.0% |
| 695 | Three Magnolias Financial Advisors#695 · 3,159 sh | 3,159 | $222.8K | — | 0.0% |
| 696 | AlphaCore Capital#696 · 3,122 sh | 3,122 | $221.0K | <0.01% | New |
| 697 | Global Retirement Partners#697 · 3,127 sh | 3,127 | $220.5K | <0.01% | — |
| 698 | EVOLVE PRIVATE WEALTH#698 · 3,100 sh | 3,100 | $220.2K | 0.01% | -62.7% |
| 699 | WADDELL & ASSOCIATES#699 · 3,110 sh | 3,110 | $219.3K | 0.01% | New |
| 700 | RiverFront Investment Group#700 · 3,099 sh | 3,099 | $218.6K | <0.01% | +0.5% |
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.