BERKLEY W R CORP (WRB) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 956
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | CGC Financial Services#801 · 421 sh | 421 | $29.7K | — | 0.0% |
| 802 | Allied Private Wealth#802 · 401 sh | 401 | $28.6K | 0.02% | — |
| 803 | Crewe Advisors#803 · 401 sh | 401 | $28.3K | <0.01% | +15.2% |
| 804 | PITTENGER & ANDERSON#804 · 375 sh | 375 | $26.4K | <0.01% | 0.0% |
| 805 | WESTPAC BANKING#805 · 373 sh | 373 | $26.3K | <0.01% | 0.0% |
| 806 | Hilltop National Bank#806 · 364 sh | 364 | $25.7K | — | 0.0% |
| 807 | EDMOND DE ROTHSCHILD HOLDING S.A.#807 · 363 sh | 363 | $25.6K | <0.01% | New |
| 808 | Clearstead#808 · 361 sh | 361 | $25.5K | <0.01% | +50.4% |
| 809 | FARMERS & MERCHANTS INVESTMENTS#809 · 352 sh | 352 | $24.8K | — | 0.0% |
| 810 | ENTRUST FINANCIAL#810 · 352 sh | 352 | $24.8K | 0.02% | 0.0% |
| 811 | ARMSTRONG ADVISORY GROUP#811 · 340 sh | 340 | $24.0K | — | -16.0% |
| 812 | Frazier Financial Advisors#812 · 337 sh | 337 | $23.8K | 0.01% | 0.0% |
| 813 | Keating Financial Advisory Services#813 · 337 sh | 337 | $23.8K | <0.01% | +49.8% |
| 814 | Align Financial#814 · 333 sh | 333 | $23.5K | — | 0.0% |
| 815 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#815 · 330 sh | 330 | $23.3K | <0.01% | -45.0% |
| 816 | Trust Co#816 · 327 sh | 327 | $23.1K | — | -50.3% |
| 817 | Colonial / SC#817 · 325 sh | 325 | $22.9K | <0.01% | -7.9% |
| 818 | Private Wealth Asset Management#818 · 320 sh | 320 | $22.6K | <0.01% | New |
| 819 | Leonteq Securities AG#819 · 319 sh | 319 | $22.5K | <0.01% | 0.0% |
| 820 | BAYBAN#820 · 315 sh | 315 | $22.2K | 0.02% | 0.0% |
| 821 | Manchester Capital Management#821 · 313 sh | 313 | $22.1K | — | 0.0% |
| 822 | Asset Dedication#822 · 311 sh | 311 | $21.9K | <0.01% | 0.0% |
| 823 | Private Wealth Management Group#823 · 300 sh | 300 | $21.2K | — | 0.0% |
| 824 | Bruce G. Allen Investments#824 · 255 sh | 255 | $18.0K | 0.01% | +44.1% |
| 825 | FINANCIAL CONSULATE#825 · 250 sh | 250 | $17.6K | — | +2.0% |
| 826 | Strategic Wealth Partners, Ltd.#826 · 250 sh | 250 | $17.6K | <0.01% | 0.0% |
| 827 | MidFirst Bank#827 · 247 sh | 247 | $17.4K | <0.01% | 0.0% |
| 828 | Princeton Global Asset Management#828 · 225 sh | 225 | $15.9K | — | 0.0% |
| 829 | HAGER INVESTMENT MANAGEMENT SERVICES#829 · 220 sh | 220 | $15.5K | <0.01% | +10.6% |
| 830 | ACTION POINT FINANCIAL PLANNING#830 · 219 sh | 219 | $15.3K | <0.01% | New |
| 831 | Prestige Wealth Management Group#831 · 214 sh | 214 | $15.2K | <0.01% | 0.0% |
| 832 | Buck Wealth Strategies#832 · 215 sh | 215 | $15.2K | <0.01% | New |
| 833 | HAZLETT, BURT & WATSON#833 · 210 sh | 210 | $15.0K | <0.01% | -41.7% |
| 834 | ST GERMAIN D J#834 · 199 sh | 199 | $14.0K | <0.01% | 0.0% |
| 835 | SBI Securities , Ltd.#835 · 195 sh | 195 | $13.8K | — | +200.0% |
| 836 | Institute for Wealth Management#836 · 193 sh | 193 | $13.6K | <0.01% | New |
| 837 | Spire Wealth Management#837 · 191 sh | 191 | $13.5K | <0.01% | 0.0% |
| 838 | CITY HOLDING#838 · 190 sh | 190 | $13.4K | — | 0.0% |
| 839 | Greykasell Wealth Strategies#839 · 178 sh | 178 | $12.6K | <0.01% | 0.0% |
| 840 | Ares Financial Consulting#840 · 175 sh | 175 | $12.3K | — | 0.0% |
| 841 | GW&K Investment Management#841 · 165 sh | 165 | $12.0K | <0.01% | +34.1% |
| 842 | Owl Creek Wealth Partners#842 · 170 sh | 170 | $12.0K | — | +3.0% |
| 843 | SRH ADVISORS#843 · 163 sh | 163 | $11.5K | — | 0.0% |
| 844 | IMG Wealth Management#844 · 163 sh | 163 | $11.5K | — | +30.4% |
| 845 | MCF Advisors#845 · 160 sh | 160 | $11.4K | <0.01% | 0.0% |
| 846 | BEACON INVESTMENT ADVISORY SERVICES#846 · 157 sh | 157 | $11.1K | — | 0.0% |
| 847 | Intesa Sanpaolo Wealth Management#847 · 150 sh | 150 | $10.6K | <0.01% | 0.0% |
| 848 | Financial Management Professionals#848 · 145 sh | 145 | $10.3K | — | 0.0% |
| 849 | Rossby Financial, LCC#849 · 143 sh | 143 | $10.1K | <0.01% | -5.3% |
| 850 | Lloyd Advisory Services#850 · 141 sh | 141 | $9.9K | <0.01% | New |
| 851 | Steigerwald, Gordon & Koch#851 · 136 sh | 136 | $9.6K | <0.01% | 0.0% |
| 852 | WEST PACES ADVISORS#852 · 129 sh | 129 | $9.1K | — | New |
| 853 | PROSPERITY BANCSHARES#853 · 124 sh | 124 | $8.7K | <0.01% | New |
| 854 | MV CAPITAL MANAGEMENT#854 · 119 sh | 119 | $8.4K | <0.01% | +16.7% |
| 855 | Kemnay Advisory Services#855 · 116 sh | 116 | $8.2K | <0.01% | +5.5% |
| 856 | WPG Advisers#856 · 114 sh | 114 | $8.0K | <0.01% | -15.6% |
| 857 | DT Investment Partners#857 · 112 sh | 112 | $7.9K | — | 0.0% |
| 858 | Kingdom Financial Group#858 · 112 sh | 112 | $7.9K | <0.01% | New |
| 859 | LGT Financial Advisors#859 · 112 sh | 112 | $7.9K | 0.04% | -20.6% |
| 860 | Raiffeisen Bank International AG#860 · 109 sh | 109 | $7.7K | <0.01% | -87.4% |
| 861 | Archer Investment#861 · 109 sh | 109 | $7.7K | <0.01% | 0.0% |
| 862 | Continuum Advisory#862 · 109 sh | 109 | $7.7K | <0.01% | New |
| 863 | Rosenberg Matthew Hamilton#863 · 102 sh | 102 | $7.2K | — | 0.0% |
| 864 | WOLFF WIESE MAGANA#864 · 101 sh | 101 | $7.1K | — | 0.0% |
| 865 | OGOREK ANTHONY JOSEPH /NY#865 · 108 sh | 108 | $7.0K | <0.01% | 0.0% |
| 866 | Clark Wealth Partners#866 · 98 sh | 98 | $7.0K | — | +3.2% |
| 867 | Ritter Daniher Financial Advisory / DE#867 · 98 sh | 98 | $6.9K | <0.01% | 0.0% |
| 868 | Caitlin John#868 · 96 sh | 96 | $6.8K | <0.01% | 0.0% |
| 869 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#869 · 90 sh | 90 | $6.3K | <0.01% | -48.6% |
| 870 | Sachetta#870 · 89 sh | 89 | $6.3K | <0.01% | +93.5% |
| 871 | Silver Grove Financial Group#871 · 87 sh | 87 | $6.1K | <0.01% | +625.0% |
| 872 | RAFFA WEALTH MANAGEMENT#872 · 85 sh | 85 | $6.0K | <0.01% | +1.2% |
| 873 | Mascoma Wealth Management#873 · 75 sh | 75 | $5.3K | — | 0.0% |
| 874 | Kilter Group#874 · 75 sh | 75 | $5.3K | <0.01% | +59.6% |
| 875 | Rialto Wealth Management#875 · 73 sh | 73 | $5.1K | <0.01% | +192.0% |
| 876 | Bay Harbor Wealth Management#876 · 72 sh | 72 | $5.1K | <0.01% | +33.3% |
| 877 | SouthState Bank#877 · 71 sh | 71 | $5.0K | <0.01% | -19.3% |
| 878 | Avion Wealth#878 · 78 sh | 78 | $5.0K | <0.01% | +105.3% |
| 879 | Salomon & Ludwin#879 · 70 sh | 70 | $4.9K | <0.01% | 0.0% |
| 880 | First Command Advisory Services#880 · 70 sh | 70 | $4.9K | 0.00% | -18.6% |
| 881 | Creative Capital Management Investments#881 · 69 sh | 69 | $4.9K | <0.01% | New |
| 882 | SUMMIT SECURITIES GROUP#882 · 68 sh | 68 | $4.8K | <0.01% | +38.8% |
| 883 | Whipplewood Advisors#883 · 68 sh | 68 | $4.8K | — | -48.5% |
| 884 | AMERIFLEX GROUP#884 · 64 sh | 64 | $4.5K | <0.01% | New |
| 885 | Cornerstone Financial Management#885 · 61 sh | 61 | $4.3K | <0.01% | +96.8% |
| 886 | Tower View Wealth Management#886 · 60 sh | 60 | $4.2K | — | -21.1% |
| 887 | ZRC WEALTH MANAGEMENT#887 · 60 sh | 60 | $4.2K | — | +172.7% |
| 888 | Hilton Head Capital Partners#888 · 60 sh | 60 | $4.2K | — | +39.5% |
| 889 | UNION SAVINGS BANK#889 · 60 sh | 60 | $4.2K | — | 0.0% |
| 890 | DiNuzzo Private Wealth#890 · 56 sh | 56 | $4.0K | — | 0.0% |
| 891 | Hughes Financial Services#891 · 55 sh | 55 | $3.9K | <0.01% | +52.8% |
| 892 | SHP Wealth Management#892 · 54 sh | 54 | $3.8K | <0.01% | +315.4% |
| 893 | Westfuller Advisors#893 · 52 sh | 52 | $3.7K | <0.01% | 0.0% |
| 894 | North Star Investment Management#894 · 48 sh | 48 | $3.4K | <0.01% | New |
| 895 | Glen Eagle Advisors#895 · 47 sh | 47 | $3.3K | <0.01% | 0.0% |
| 896 | Cornerstone Planning Group#896 · 45 sh | 45 | $3.3K | — | -35.7% |
| 897 | SALEM INVESTMENT COUNSELORS#897 · 45 sh | 45 | $3.2K | — | New |
| 898 | Signature Equity Partners#898 · 44 sh | 44 | $3.1K | <0.01% | 0.0% |
| 899 | FIRST UNITED BANK#899 · 43 sh | 43 | $3.0K | — | 0.0% |
| 900 | C M BIDWELL & ASSOCIATES LTD#900 · 40 sh | 40 | $2.8K | <0.01% | 0.0% |
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.