BERKLEY W R CORP (WRB) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 956
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | World Investment Advisors#701 · 3,289 sh | 3,289 | $218.5K | <0.01% | -43.9% |
| 702 | Delta Investment Management#702 · 3,091 sh | 3,091 | $218.0K | 0.04% | -32.5% |
| 703 | Arkadios Wealth Advisors#703 · 3,068 sh | 3,068 | $216.4K | <0.01% | -9.8% |
| 704 | Lantz Financial#704 · 3,063 sh | 3,063 | $216.0K | — | New |
| 705 | Smartleaf Asset Management#705 · 3,017 sh | 3,017 | $214.3K | <0.01% | 0.0% |
| 706 | Foundations Investment Advisors#706 · 3,025 sh | 3,025 | $213.4K | <0.01% | New |
| 707 | Barnes Wealth Management Group#707 · 3,016 sh | 3,016 | $212.7K | 0.10% | -1.4% |
| 708 | Indivisible Partners#708 · 3,016 sh | 3,016 | $212.7K | — | New |
| 709 | CERTUITY#709 · 3,012 sh | 3,012 | $212.4K | 0.01% | New |
| 710 | Evercore Wealth Management#710 · 3,006 sh | 3,006 | $212.0K | <0.01% | New |
| 711 | REGIONS FINANCIAL#711 · 2,938 sh | 2,938 | $207.2K | <0.01% | -5.3% |
| 712 | CHOREO#712 · 2,896 sh | 2,896 | $206.9K | <0.01% | -30.0% |
| 713 | Spears Abacus Advisors#713 · 2,907 sh | 2,907 | $205.0K | <0.01% | New |
| 714 | Brown Miller Wealth Management#714 · 2,902 sh | 2,902 | $204.7K | 0.05% | New |
| 715 | Pallas Capital Advisors#715 · 2,884 sh | 2,884 | $203.4K | <0.01% | New |
| 716 | Exit Wealth Advisors#716 · 2,883 sh | 2,883 | $203.4K | 0.09% | New |
| 717 | Heritage Wealth Advisors#717 · 2,863 sh | 2,863 | $201.9K | <0.01% | 0.0% |
| 718 | Larry Mathis Financial Planning#718 · 2,854 sh | 2,854 | $201.3K | — | New |
| 719 | SUMMITRY#719 · 2,838 sh | 2,838 | $200.2K | <0.01% | New |
| 720 | J.W. COLE ADVISORS#720 · 2,836 sh | 2,836 | $200.1K | <0.01% | -8.2% |
| 721 | Optiver Holding B.V.#721 · 2,756 sh | 2,756 | $194.4K | <0.01% | New |
| 722 | ASR Vermogensbeheer N.V.#722 · 2,710 sh | 2,710 | $191.1K | — | -70.3% |
| 723 | WHITTIER#723 · 2,625 sh | 2,625 | $186.2K | <0.01% | +1.6% |
| 724 | Walleye Trading#724 · 2,186 sh | 2,186 | $154.2K | <0.01% | New |
| 725 | AdvisorNet Financial#725 · 2,158 sh | 2,158 | $152.2K | — | +10.2% |
| 726 | PFA Pension, Forsikringsaktieselskab#726 · 2,144 sh | 2,144 | $151.2K | <0.01% | -99.7% |
| 727 | CARY STREET PARTNERS INVESTMENT ADVISORY#727 · 2,137 sh | 2,137 | $150.7K | 0.03% | -13.4% |
| 728 | St. Johns Investment Management Company#728 · 2,117 sh | 2,117 | $149.3K | 0.06% | 0.0% |
| 729 | Quent Capital#729 · 2,030 sh | 2,030 | $143.2K | <0.01% | +54.5% |
| 730 | Ronald Blue#730 · 2,030 sh | 2,030 | $143.2K | — | -4.6% |
| 731 | JFS WEALTH ADVISORS#731 · 2,028 sh | 2,028 | $143.1K | <0.01% | +0.7% |
| 732 | AlphaCentric Advisors#732 · 2,020 sh | 2,020 | $142.5K | 0.12% | +4.7% |
| 733 | HANTZ FINANCIAL SERVICES#733 · 2,008 sh | 2,008 | $142.0K | <0.01% | -50.6% |
| 734 | ACADIAN ASSET MANAGEMENT#734 · 1,905 sh | 1,905 | $134.0K | <0.01% | 0.0% |
| 735 | Hamilton Capital Partners#735 · 1,855 sh | 1,855 | $130.8K | <0.01% | -32.2% |
| 736 | Transamerica Financial Advisors#736 · 1,819 sh | 1,819 | $129.4K | 0.01% | -51.2% |
| 737 | CENTRAL#737 · 1,812 sh | 1,812 | $127.8K | <0.01% | +1.9% |
| 738 | Versant Capital Management#738 · 1,739 sh | 1,739 | $122.7K | — | -1.1% |
| 739 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#739 · 1,689 sh | 1,689 | $119.1K | <0.01% | New |
| 740 | HUNTINGTON NATIONAL BANK#740 · 1,684 sh | 1,684 | $118.8K | <0.01% | +16.5% |
| 741 | Anchor Investment Management#741 · 1,545 sh | 1,545 | $109.0K | <0.01% | 0.0% |
| 742 | Providence Capital Advisors#742 · 1,533 sh | 1,533 | $108.1K | 0.02% | New |
| 743 | First Pacific Financial#743 · 1,490 sh | 1,490 | $105.1K | — | 0.0% |
| 744 | WHITTIER OF NEVADA#744 · 1,419 sh | 1,419 | $101.5K | <0.01% | 0.0% |
| 745 | CARY STREET PARTNERS FINANCIAL#745 · 1,398 sh | 1,398 | $98.6K | <0.01% | -2.1% |
| 746 | HARBOR INVESTMENT ADVISORY#746 · 1,390 sh | 1,390 | $98.0K | — | 0.0% |
| 747 | EASTERN BANK#747 · 1,352 sh | 1,352 | $95.4K | — | 0.0% |
| 748 | Cheviot Value Management#748 · 1,350 sh | 1,350 | $95.2K | <0.01% | 0.0% |
| 749 | LOS ANGELES CAPITAL MANAGEMENT#749 · 1,311 sh | 1,311 | $92.5K | <0.01% | -96.6% |
| 750 | FEDERATED HERMES#750 · 1,249 sh | 1,249 | $88.1K | <0.01% | -3.0% |
| 751 | MCGUIRE CAPITAL ADVISORS#751 · 1,244 sh | 1,244 | $87.8K | 0.05% | -1.0% |
| 752 | Parkside Financial Bank#752 · 1,170 sh | 1,170 | $82.5K | <0.01% | +101.4% |
| 753 | TIAA Wealth Investment Management#753 · 1,158 sh | 1,158 | $81.7K | <0.01% | New |
| 754 | EVERMAY WEALTH MANAGEMENT#754 · 1,110 sh | 1,110 | $78.9K | <0.01% | 0.0% |
| 755 | Capital Advisors, Ltd.#755 · 1,061 sh | 1,061 | $75.0K | <0.01% | -16.3% |
| 756 | FWL INVESTMENT MANAGEMENT#756 · 1,050 sh | 1,050 | $74.1K | 0.01% | -6.7% |
| 757 | State of Wyoming#757 · 1,035 sh | 1,035 | $73.0K | <0.01% | New |
| 758 | DUNCKER STREETT#758 · 1,012 sh | 1,012 | $71.4K | 0.01% | 0.0% |
| 759 | ATLAS CAPITAL ADVISORS#759 · 979 sh | 979 | $69.0K | <0.01% | +59.7% |
| 760 | Measured Wealth Private Client Group#760 · 946 sh | 946 | $66.7K | 0.02% | -4.4% |
| 761 | Cromwell#761 · 911 sh | 911 | $64.8K | 0.03% | +3.2% |
| 762 | CVA Family Office#762 · 918 sh | 918 | $64.7K | <0.01% | +10.6% |
| 763 | MPWM ADVISORY SOLUTIONS#763 · 900 sh | 900 | $63.5K | 0.03% | 0.0% |
| 764 | Fortitude Family Office#764 · 872 sh | 872 | $61.5K | — | -5.1% |
| 765 | REAP Financial Group#765 · 869 sh | 869 | $61.3K | 0.01% | +0.7% |
| 766 | HARBOUR INVESTMENTS#766 · 837 sh | 837 | $59.0K | <0.01% | -1.6% |
| 767 | Pinnacle Bancorp#767 · 829 sh | 829 | $58.5K | — | 0.0% |
| 768 | ONEFUND#768 · 803 sh | 803 | $56.6K | 0.03% | -2.7% |
| 769 | Basecamp Wealth Advisors#769 · 802 sh | 802 | $56.6K | 0.01% | +2.3% |
| 770 | SJS Investment Consulting#770 · 791 sh | 791 | $55.8K | — | +1080.6% |
| 771 | HORIZON FINANCIAL SERVICES#771 · 778 sh | 778 | $54.9K | 0.02% | +22.5% |
| 772 | THURSTON, SPRINGER, MILLER, HERD & TITAK#772 · 775 sh | 775 | $54.7K | — | -68.6% |
| 773 | Pinnacle Wealth Planning Services#773 · 765 sh | 765 | $54.0K | <0.01% | -0.1% |
| 774 | Essential Partners#774 · 761 sh | 761 | $53.7K | — | +1212.1% |
| 775 | PFS Partners#775 · 746 sh | 746 | $52.6K | — | 0.0% |
| 776 | Livforsakringsbolaget Skandia, Omsesidigt#776 · 696 sh | 696 | $49.4K | — | -68.3% |
| 777 | NBC SECURITIES#777 · 695 sh | 695 | $49.0K | — | -6.2% |
| 778 | Davis Capital Management#778 · 685 sh | 685 | $48.3K | — | +1.5% |
| 779 | Sarver Vrooman Wealth Advisors#779 · 649 sh | 649 | $45.5K | — | -3.3% |
| 780 | SECURITY NATIONAL BANK OF SO DAK#780 · 643 sh | 643 | $45.4K | 0.02% | New |
| 781 | Fountainhead AM#781 · 640 sh | 640 | $45.1K | 0.03% | +1782.4% |
| 782 | Coastline#782 · 622 sh | 622 | $43.9K | — | 0.0% |
| 783 | Triumph Capital Management#783 · 592 sh | 592 | $41.8K | — | +23.1% |
| 784 | CREATIVE FINANCIAL DESIGNS#784 · 588 sh | 588 | $41.5K | <0.01% | 0.0% |
| 785 | Deseret Mutual Benefit Administrators#785 · 579 sh | 579 | $40.8K | 0.01% | 0.0% |
| 786 | CoreCap Advisors#786 · 568 sh | 568 | $40.1K | — | +15.9% |
| 787 | Raleigh Capital Management#787 · 564 sh | 564 | $39.8K | 0.01% | -1.9% |
| 788 | True Wealth Design#788 · 561 sh | 561 | $39.6K | — | +509.8% |
| 789 | Westside Investment Management#789 · 550 sh | 550 | $38.8K | <0.01% | 0.0% |
| 790 | N.E.W. Advisory Services#790 · 538 sh | 538 | $37.9K | <0.01% | +7.4% |
| 791 | MassMutual Private Wealth & , FSB#791 · 529 sh | 529 | $37.3K | — | -3.8% |
| 792 | Wilmington Savings Fund Society, FSB#792 · 521 sh | 521 | $36.7K | — | 0.0% |
| 793 | Physician Wealth Advisors#793 · 518 sh | 518 | $36.5K | — | +22.7% |
| 794 | Covestor Ltd#794 · 494 sh | 494 | $35.0K | 0.02% | -56.2% |
| 795 | Wealth Enhancement Services#795 · 496 sh | 496 | $35.0K | — | +457.3% |
| 796 | Larson Financial Group#796 · 487 sh | 487 | $34.3K | <0.01% | +61.3% |
| 797 | IFP Advisors#797 · 466 sh | 466 | $32.9K | — | +44.7% |
| 798 | Bogart Wealth#798 · 440 sh | 440 | $31.0K | <0.01% | +6.3% |
| 799 | E Fund Management (Hong Kong) , Ltd.#799 · 425 sh | 425 | $30.0K | <0.01% | New |
| 800 | BOKF, NA#800 · 424 sh | 424 | $29.9K | <0.01% | +285.5% |
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.