Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

BERKLEY W R CORP · COM · quarter ended 2026-03-31 · 6 members disclosed WRB ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 685 holders are listed, largest first: 685
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $16.4B
holders whose share count rose or who opened the position (new + add), by shares: 251
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 99

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of WRB ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	MITSUI SUMITOMO INSURANCE CO LTD	$3.9B	58,780,450	+8,253,939	ADD
2	BlackRock, Inc.	$1.5B	23,280,608	−1,779,881	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.3B	18,925,841	—	NO PRIOR
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$978M	14,750,233	—	NO PRIOR
5	STATE STREET CORP	$955M	14,405,410	−511,023	TRIM
6	MORGAN STANLEY	$690M	10,412,465	+614,107	ADD
7	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$515M	7,772,213	−936,968	TRIM
8	Invesco Ltd.	$335M	5,051,765	+138,428	ADD
9	FIRST TRUST ADVISORS LP	$263M	3,972,929	+377,742	ADD
10	WELLS FARGO & COMPANY/MN	$251M	3,789,666	−200,643	TRIM
11	DIMENSIONAL FUND ADVISORS LP	$250M	3,768,180	+129,801	ADD
12	UBS Group AG	$217M	3,267,776	−238,091	TRIM
13	BANK OF AMERICA CORP /DE/	$193M	2,904,522	+550,560	ADD
14	NORTHERN TRUST CORP	$179M	2,705,395	−182,875	TRIM
15	Janus Henderson Group Ltd.	$163M	2,457,890	−1,099,917	TRIM
16	1832 Asset Management L.P.	$152M	2,293,921	−29,736	TRIM
17	ROYAL LONDON ASSET MANAGEMENT LTD	$151M	2,284,583	−505,791	TRIM
18	Polar Capital Holdings Plc	$151M	2,275,000	−170,000	TRIM
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$144M	2,175,492	−44,410	TRIM
20	PRINCIPAL FINANCIAL GROUP INC	$127M	1,918,380	−789,472	TRIM
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$126M	1,901,305	+24,342	ADD
22	Legal & General Group Plc	$124M	1,871,044	−189,787	TRIM
23	AQR CAPITAL MANAGEMENT LLC	$122M	1,848,105	+119,064	ADD
24	VANGUARD FIDUCIARY TRUST CO	$110M	1,658,869	—	NO PRIOR
25	CITADEL ADVISORS LLC	$92.4M	1,394,141	+1,281,891	ADD
26	FMR LLC	$92.1M	1,389,362	+119,829	ADD
27	CHILTON INVESTMENT CO INC.	$92.0M	1,388,792	−249,535	TRIM
28	ROYAL BANK OF CANADA	$86.0M	1,296,875	−270,150	TRIM
29	EULAV Asset Management	$81.6M	1,230,464	−65,000	TRIM
30	BARCLAYS PLC	$81.3M	1,227,343	+181,674	ADD
31	DEUTSCHE BANK AG\	$75.9M	1,144,757	+277,573	ADD
32	ANCHOR CAPITAL ADVISORS LLC	$75.2M	1,133,890	+7,539	ADD
33	JONES FINANCIAL COMPANIES LLLP	$74.3M	1,147,307	+1,139,805	ADD
34	HSBC HOLDINGS PLC	$73.2M	1,103,332	−2,368,584	TRIM
35	RAYMOND JAMES FINANCIAL INC	$72.9M	1,100,375	−91,685	TRIM
36	JANE STREET GROUP, LLC	$67.2M	1,014,135	+997,088	ADD
37	ENVESTNET ASSET MANAGEMENT INC	$59.4M	896,168	−21,442	TRIM
38	PARNASSUS INVESTMENTS, LLC	$53.4M	806,103	+12,405	ADD
39	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$53.2M	803,150	−235,727	TRIM
40	PFA Pension, Forsikringsaktieselskab	$52.4M	791,287	+791,287	NEW
41	Cerity Partners LLC	$51.4M	775,409	+27,678	ADD
42	Swiss National Bank	$48.1M	724,962	−106,500	TRIM
43	Amundi	$47.8M	721,040	−82,961	TRIM
44	CITIGROUP INC	$46.9M	707,114	+170,740	ADD
45	STIFEL FINANCIAL CORP	$44.2M	666,729	−36,287	TRIM
46	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$43.7M	658,590	−26,563	TRIM
47	BloombergSen Inc.	$43.6M	657,260	−22,660	TRIM
48	Vanguard Global Advisers, LLC	$43.0M	648,408	—	NO PRIOR
49	Mraz, Amerine & Associates, Inc.	$41.8M	630,593	−2,692	TRIM
50	Mitsubishi UFJ Asset Management Co., Ltd.	$41.3M	622,556	−11,688	TRIM
51	TRUIST FINANCIAL CORP	$37.9M	572,234	−112,727	TRIM
52	Nuveen, LLC	$34.7M	523,817	−76,822	TRIM
53	BRANDES INVESTMENT PARTNERS, LP	$34.0M	513,217	−304,775	TRIM
54	Maren Capital LLC	$33.4M	504,611	−31,859	TRIM
55	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$33.3M	502,561	−270,746	TRIM
56	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$33.1M	499,839	+19,470	ADD
57	VICTORY CAPITAL MANAGEMENT INC	$31.3M	472,302	−69,614	TRIM
58	MILLENNIUM MANAGEMENT LLC	$30.4M	459,227	+423,988	ADD
59	TUDOR INVESTMENT CORP ET AL	$28.3M	426,345	+351,330	ADD
60	VANGUARD ASSET MANAGEMENT, Ltd	$26.9M	405,822	—	NO PRIOR
61	FRANKLIN RESOURCES INC	$26.1M	393,082	+125,988	ADD
62	Russell Investments Group, Ltd.	$25.8M	388,706	−58,948	TRIM
63	America First Investment Advisors, LLC	$25.2M	380,335	+948	ADD
64	Aware Super Pty Ltd as trustee of Aware Super	$24.2M	364,949	—	NO PRIOR
65	APG Asset Management N.V.	$23.1M	402,127	−45,091	TRIM
66	ZACKS INVESTMENT MANAGEMENT	$21.8M	328,412	−8,411	TRIM
67	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$20.6M	311,018	+116,225	ADD
68	BANK OF NOVA SCOTIA	$20.6M	310,476	−33,327	TRIM
69	ALLIANCEBERNSTEIN L.P.	$20.5M	292,875	−34,489	TRIM
70	CWM, LLC	$18.6M	280,114	−13,977	TRIM
71	Rockefeller Capital Management L.P.	$18.5M	278,500	−3,766	TRIM
72	TWO SIGMA INVESTMENTS, LP	$18.1M	272,989	+246,436	ADD
73	BARLOW WEALTH PARTNERS, LLC	$18.1M	270,284	+627	ADD
74	Quantinno Capital Management LP	$17.4M	263,179	+20,107	ADD
75	PhiloSmith Capital Corp	$17.3M	260,381	0	NO CHANGE
76	STOREBRAND ASSET MANAGEMENT AS	$17.1M	258,261	—	NO PRIOR
77	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$16.8M	253,463	−13,651	TRIM
78	AVIVA PLC	$16.5M	249,409	−1,524	TRIM
79	BANK OF MONTREAL /CAN/	$16.4M	247,229	−12,717	TRIM
80	Illinois Municipal Retirement Fund	$16.3M	245,499	−5,177	TRIM
81	LPL Financial LLC	$16.2M	244,510	−53,899	TRIM
82	GILDER GAGNON HOWE & CO LLC	$15.9M	240,239	−1,525	TRIM
83	Universal- Beteiligungs- und Servicegesellschaft mbH	$15.5M	226,233	−27,168	TRIM
84	HUTCHINSON CAPITAL MANAGEMENT/CA	$15.4M	232,906	−2,072	TRIM
85	STATE OF WISCONSIN INVESTMENT BOARD	$15.0M	225,725	−20,840	TRIM
86	Townsend & Associates, Inc	$14.4M	214,024	+7,216	ADD
87	Korea Investment CORP	$14.2M	214,675	+100,879	ADD
88	Curi Capital, LLC	$14.1M	212,241	−59	TRIM
89	D. E. Shaw & Co., Inc.	$13.3M	200,813	+200,813	NEW
90	MERCER GLOBAL ADVISORS INC /ADV	$13.0M	196,070	+3,204	ADD
91	STANSBERRY ASSET MANAGEMENT, LLC	$12.8M	193,328	−107,815	TRIM
92	BNP Paribas Asset Management Holding S.A.	$12.8M	192,096	−287,001	TRIM
93	AMERICAN CENTURY COMPANIES INC	$12.2M	183,583	−184,727	TRIM
94	Aberdeen Group plc	$12.0M	181,035	−1,830	TRIM
95	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$12.0M	180,699	+131,258	ADD
96	GHP Investment Advisors, Inc.	$11.9M	179,058	+66	ADD
97	SEI INVESTMENTS CO	$11.5M	173,565	−39,611	TRIM
98	Pictet Asset Management Holding SA	$11.4M	171,834	−34,954	TRIM
99	Trexquant Investment LP	$11.2M	169,329	+70,859	ADD
100	STEPHENS INC /AR/	$11.2M	169,325	−104,690	TRIM
101	Gotham Asset Management, LLC	$11.1M	167,126	−113,999	TRIM
102	NATIONAL BANK OF CANADA /FI/	$10.5M	159,032	−43,528	TRIM
103	Qube Research & Technologies Ltd	$10.2M	154,049	+154,049	NEW
104	Financial Strategies Group, Inc.	$9.9M	149,793	+20,747	ADD
105	TD ASSET MANAGEMENT INC	$9.9M	149,301	−38,768	TRIM
106	Chevy Chase Trust Holdings, LLC	$9.7M	146,986	−5,716	TRIM
107	PRUDENTIAL FINANCIAL INC	$9.5M	143,131	−5,632	TRIM
108	FRONTIER CAPITAL MANAGEMENT CO LLC	$9.2M	139,425	−4,916	TRIM
109	Prana Capital Management, LP	$9.2M	138,955	+85,654	ADD
110	ASSETMARK, INC	$8.8M	132,231	+11,894	ADD
111	EAGLE ROCK INVESTMENT COMPANY, LLC	$8.7M	130,511	+11,635	ADD
112	MEANS INVESTMENT CO., INC.	$8.4M	126,308	−157	TRIM
113	Connor, Clark & Lunn Investment Management Ltd.	$8.3M	125,648	+81,371	ADD
114	EAGLE CAPITAL MANAGEMENT LLC	$8.2M	123,547	0	NO CHANGE
115	Vanguard Investments Australia, Ltd.	$8.2M	123,245	—	NO PRIOR
116	Tredje AP-fonden	$7.9M	119,735	+90,595	ADD
117	Resona Asset Management Co.,Ltd.	$7.9M	118,494	−19,641	TRIM
118	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$7.7M	116,526	+86,001	ADD
119	Creative Planning	$7.7M	116,000	+7,004	ADD
120	Corient Private Wealth LLC	$7.7M	115,918	−170,000	TRIM
121	Asset Management One Co., Ltd.	$7.6M	114,342	−22,673	TRIM
122	MATTERN CAPITAL MANAGEMENT, LLC	$7.5M	112,872	+6,013	ADD
123	TORONTO DOMINION BANK	$7.5M	112,545	−20,004	TRIM
124	Verdence Capital Advisors LLC	$7.4M	111,732	+2,205	ADD
125	CIBC Bancorp USA Inc.	$7.3M	110,416	—	NO PRIOR
126	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$7.3M	110,855	−57,594	TRIM
127	BENJAMIN EDWARDS INC	$7.1M	106,884	−5,444	TRIM
128	Titiun Yejiel	$7.0M	106,321	—	NO PRIOR
129	Lansforsakringar Fondforvaltning AB (publ)	$6.9M	103,954	−2,073	TRIM
130	Dakota Wealth Management	$6.7M	101,504	+2,754	ADD
131	7G CAPITAL MANAGEMENT, LLC	$6.6M	100,000	0	NO CHANGE
132	Ensign Peak Advisors, Inc	$6.6M	99,126	−24,219	TRIM
133	BURNEY CO/	$6.5M	98,804	−16,446	TRIM
134	Vest Financial, LLC	$6.5M	98,794	+11,911	ADD
135	NOMURA ASSET MANAGEMENT CO LTD	$6.2M	94,253	−7,346	TRIM
136	Vident Advisory, LLC	$5.9M	89,062	+20,233	ADD
137	Vestmark Advisory Solutions, Inc.	$5.7M	85,567	−11,053	TRIM
138	Greenline Partners, LLC	$5.7M	85,514	+31,182	ADD
139	PUBLIC SECTOR PENSION INVESTMENT BOARD	$5.6M	84,741	−9,421	TRIM
140	CIBC Asset Management Inc	$5.6M	84,722	+2,315	ADD
141	OSAIC HOLDINGS, INC.	$5.5M	83,068	−23,409	TRIM
142	MACKENZIE FINANCIAL CORP	$5.5M	82,420	+6,303	ADD
143	Dai-ichi Life Insurance Company, Ltd	$5.4M	81,828	−8,265	TRIM
144	Czech National Bank	$5.4M	81,146	+1,984	ADD
145	State of New Jersey Common Pension Fund D	$5.4M	81,144	−17,021	TRIM
146	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.4M	80,919	−800	TRIM
147	Cetera Investment Advisers	$5.3M	79,272	+1,258	ADD
148	FIFTH THIRD BANCORP	$5.2M	79,006	+70,910	ADD
149	COMMONWEALTH EQUITY SERVICES, LLC	$5.2M	78,887	−2,233	TRIM
150	Davidson Capital Management Inc.	$5.1M	77,019	+76,844	ADD
151	NewEdge Wealth, LLC	$5.0M	76,058	−14,094	TRIM
152	Atria Investments, Inc	$5.0M	75,951	−2,317	TRIM
153	MUFG Securities EMEA plc	$5.0M	75,815	+63,517	ADD
154	Rafferty Asset Management, LLC	$4.8M	72,439	−19,150	TRIM
155	BAXTER BROS INC	$4.8M	72,214	−5,015	TRIM
156	MONTAG A & ASSOCIATES INC	$4.7M	71,648	−5,001	TRIM
157	Tidal Investments LLC	$4.7M	71,615	+51,649	ADD
158	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.6M	69,406	−426	TRIM
159	Schonfeld Strategic Advisors LLC	$4.5M	68,643	+68,643	NEW
160	Kestra Advisory Services, LLC	$4.5M	67,753	−681	TRIM
161	Elevate Capital Advisors, LLC	$4.5M	67,373	+17,949	ADD
162	Arizona State Retirement System	$4.4M	67,110	−16,071	TRIM
163	&PARTNERS	$4.4M	66,198	+2,247	ADD
164	Pathstone Holdings, LLC	$4.4M	65,818	−1,639	TRIM
165	NEW VERNON INVESTMENT MANAGEMENT LLC	$4.2M	64,046	+64,046	NEW
166	Man Group plc	$4.2M	63,710	−39,260	TRIM
167	Retirement Systems of Alabama	$4.2M	63,272	−594	TRIM
168	HighTower Advisors, LLC	$4.2M	63,095	−62,640	TRIM
169	Waverly Advisors, LLC	$4.2M	62,715	+57,557	ADD
170	INTECH INVESTMENT MANAGEMENT LLC	$4.1M	62,340	−16,696	TRIM
171	Zurcher Kantonalbank (Zurich Cantonalbank)	$4.1M	62,280	+62,280	NEW
172	Swiss Life Asset Management Ltd	$4.1M	61,207	−45,265	TRIM
173	ExodusPoint Capital Management, LP	$4.0M	60,832	−237,531	TRIM
174	MARKEL GROUP INC.	$4.0M	60,750	0	NO CHANGE
175	ProShare Advisors LLC	$4.0M	60,499	−3,564	TRIM
176	VOYA INVESTMENT MANAGEMENT LLC	$4.0M	60,152	−7,621	TRIM
177	SEB Asset Management AB	$3.9M	59,523	—	NO PRIOR
178	Mirae Asset Global Investments Co., Ltd.	$3.8M	57,576	+7,455	ADD
179	Daiwa Securities Group Inc.	$3.8M	56,913	−3,745	TRIM
180	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$3.7M	55,788	−24,060	TRIM
181	INTREPID CAPITAL MANAGEMENT INC	$3.7M	55,496	+55,496	NEW
182	Asset Management Group, Inc.	$3.6M	54,992	−775	TRIM
183	KLCM Advisors, Inc.	$3.6M	54,523	0	NO CHANGE
184	Squarepoint Ops LLC	$3.6M	53,642	−85,545	TRIM
185	Fairman Group, LLC	$3.5M	53,124	0	NO CHANGE
186	USS Investment Management Ltd	$3.5M	52,990	+6,545	ADD
187	SteelPeak Wealth, LLC	$3.5M	52,609	−2,058	TRIM
188	IFM Investors Pty Ltd	$3.5M	52,277	−5,617	TRIM
189	Henshaw Capital LLC	$3.5M	52,249	—	NO PRIOR
190	GRIFFIN ASSET MANAGEMENT, INC.	$3.4M	51,725	0	NO CHANGE
191	CREDIT AGRICOLE S A	$3.4M	51,278	−13,267	TRIM
192	Robeco Institutional Asset Management B.V.	$3.3M	50,524	−3,884	TRIM
193	Illumine Investment Management, LLC	$3.3M	50,254	−301	TRIM
194	STANCE CAPITAL LLC	$3.3M	49,215	+16,996	ADD
195	XPONANCE LLC	$3.2M	48,868	−1,896	TRIM
196	Thrive Capital Management, LLC	$3.2M	48,586	+62	ADD
197	Caldwell Trust Co	$3.1M	47,276	0	NO CHANGE
198	Sound View Wealth Advisors Group, LLC	$3.1M	46,754	−23	TRIM
199	NEOS Investment Management LLC	$3.1M	46,458	−13,160	TRIM
200	MML INVESTORS SERVICES, LLC	$3.1M	46,205	+3,459	ADD
201	CIBC WORLD MARKET INC.	$2.9M	44,486	+8,966	ADD
202	Ameritas Investment Partners, Inc.	$2.9M	44,380	+406	ADD
203	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.9M	44,271	+670	ADD
204	Vanguard Personalized Indexing Management, LLC	$2.7M	40,955	+948	ADD
205	YOUSIF CAPITAL MANAGEMENT, LLC	$2.7M	40,927	−1,201	TRIM
206	Focus Partners Wealth	$2.7M	40,837	−31,423	TRIM
207	Callan Family Office, LLC	$2.7M	40,802	−12,466	TRIM
208	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$2.6M	39,846	+2,478	ADD
209	HENNESSY ADVISORS INC	$2.6M	39,500	+39,500	NEW
210	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$2.6M	38,489	+1,995	ADD
211	QRG CAPITAL MANAGEMENT, INC.	$2.5M	38,254	+724	ADD
212	LOS ANGELES CAPITAL MANAGEMENT LLC	$2.5M	38,048	+33,349	ADD
213	Insight Inv LLC	$2.5M	37,068	+2,450	ADD
214	Utah Retirement Systems	$2.4M	36,553	−11,649	TRIM
215	UniSuper Management Pty Ltd	$2.4M	36,266	−1,328	TRIM
216	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.4M	36,198	−145	TRIM
217	TWINBEECH CAPITAL LP	$2.4M	36,100	+36,100	NEW
218	WORLDQUANT MILLENNIUM ADVISORS LLC	$2.4M	35,945	+35,945	NEW
219	TD Waterhouse Canada Inc.	$2.4M	36,516	+33,491	ADD
220	Bank Julius Baer & Co. Ltd, Zurich	$2.3M	34,298	−10,000	TRIM
221	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.3M	34,200	+34,200	NEW
222	Avanza Fonder AB	$2.3M	34,117	0	NO CHANGE
223	Ethic Inc.	$2.3M	34,095	−12,079	TRIM
224	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.3M	34,044	−19,723	TRIM
225	Elo Mutual Pension Insurance Co	$2.2M	33,567	−22,776	TRIM
226	Faithward Advisors, LLC	$2.2M	33,487	+392	ADD
227	Agate Pass Investment Management, LLC	$2.2M	33,247	−1,851	TRIM
228	Y-Intercept (Hong Kong) Ltd	$2.2M	33,001	+11,808	ADD
229	PANAGORA ASSET MANAGEMENT INC	$2.2M	32,794	−5,502	TRIM
230	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.2M	32,521	−6,398	TRIM
231	Steward Partners Investment Advisory, LLC	$2.1M	32,294	+75	ADD
232	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.1M	31,692	−545	TRIM
233	OP Asset Management Ltd	$2.0M	30,853	—	NO PRIOR
234	Alamar Capital Management, LLC	$2.0M	30,575	—	NO PRIOR
235	Prospera Financial Services Inc	$2.0M	30,349	+5,499	ADD
236	NORDEA INVESTMENT MANAGEMENT AB	$2.0M	29,566	−1,900	TRIM
237	AXQ CAPITAL, LP	$1.9M	29,345	+29,345	NEW
238	Applied Capital LLC/FL	$1.9M	29,068	−607	TRIM
239	Lido Advisors, LLC	$1.9M	29,044	+231	ADD
240	CI INVESTMENTS INC.	$1.9M	28,655	+6,283	ADD
241	National Pension Service	$1.9M	28,415	+28,415	NEW
242	Virtus Investment Advisers, LLC	$1.9M	28,228	+1,960	ADD
243	Belpointe Asset Management LLC	$1.8M	27,312	−615	TRIM
244	MACQUARIE GROUP LTD	$1.8M	27,173	−11,667	TRIM
245	SCOTIA CAPITAL INC.	$1.8M	27,157	−10,645	TRIM
246	Beacon Pointe Advisors, LLC	$1.8M	26,845	+664	ADD
247	Nicholson Wealth Management Group, LLC	$1.8M	26,841	+2,332	ADD
248	Mariner, LLC	$1.8M	26,480	−90,487	TRIM
249	MIRABELLA FINANCIAL SERVICES LLP	$1.7M	26,200	+17,092	ADD
250	Empowered Funds, LLC	$1.7M	25,841	+25,841	NEW
251	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.7M	25,812	−73,009	TRIM
252	Eurizon Capital SGR S.p.A.	$1.7M	25,654	−19,228	TRIM
253	Qsemble Capital Management, LP	$1.7M	25,648	+25,648	NEW
254	EP Wealth Advisors, LLC	$1.7M	25,135	−2,276	TRIM
255	Sierra Legacy Group	$1.7M	24,925	+15	ADD
256	MGO ONE SEVEN LLC	$1.6M	24,858	−4,627	TRIM
257	Donoghue Forlines LLC	$1.6M	24,541	−9,860	TRIM
258	Crossmark Global Holdings, Inc.	$1.6M	24,436	—	NO PRIOR
259	PARSONS CAPITAL MANAGEMENT INC/RI	$1.6M	24,342	+39	ADD
260	Elgethun Capital Management	$1.6M	24,071	+2	ADD
261	PERSONAL CFO SOLUTIONS, LLC	$1.6M	23,802	+364	ADD
262	Empire Financial Management Company, LLC	$1.6M	23,604	+1,446	ADD
263	EXCHANGE TRADED CONCEPTS, LLC	$1.6M	23,489	+9,906	ADD
264	SKBA CAPITAL MANAGEMENT LLC	$1.5M	23,376	+50	ADD
265	Elm3 Financial Group, LLC	$1.5M	23,280	−956	TRIM
266	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.5M	22,394	+4,976	ADD
267	Bleakley Financial Group, LLC	$1.5M	22,589	−589	TRIM
268	Bannerstone Capital Management, LLC	$1.5M	22,483	—	NO PRIOR
269	MITCHELL & PAHL PRIVATE WEALTH, LLC	$1.4M	21,599	+1	ADD
270	Pullen Investment Management, LLC	$1.4M	21,400	−442	TRIM
271	Inspire Investing, LLC	$1.4M	21,211	+16,553	ADD
272	WELLINGTON MANAGEMENT GROUP LLP	$1.4M	21,127	+21,127	NEW
273	D.A. DAVIDSON & CO.	$1.4M	21,114	−465	TRIM
274	Summit Trail Advisors, LLC	$1.4M	20,622	+8,234	ADD
275	Sage Capital Advisors,llc	$1.4M	20,518	+4	ADD
276	Stegent Equity Advisors, Inc.	$1.4M	20,432	−2,246	TRIM
277	DC Investments Management, LLC	$1.3M	19,958	+19,958	NEW
278	DAVENPORT & Co LLC	$1.3M	19,855	+684	ADD
279	Private Advisor Group, LLC	$1.3M	19,142	−845	TRIM
280	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.2M	18,721	+6,853	ADD
281	JSF Financial, LLC	$1.2M	18,525	+1,314	ADD
282	Independent Advisor Alliance	$1.2M	18,509	−16,227	TRIM
283	Federation des caisses Desjardins du Quebec	$1.2M	18,480	−2,642	TRIM
284	Wealthfront Advisers LLC	$1.2M	18,431	−1,345	TRIM
285	Investment Planning Advisors, Inc.	$1.2M	18,402	−5	TRIM
286	Norinchukin Bank, The	$1.2M	18,201	−25	TRIM
287	Almanack Investment Partners, LLC.	$1.2M	18,145	0	NO CHANGE
288	HM PAYSON & CO	$1.2M	18,104	0	NO CHANGE
289	Orion Porfolio Solutions, LLC	$1.2M	18,094	−6,595	TRIM
290	TEMA ETFS LLC	$1.2M	18,025	−1,738	TRIM
291	MIZUHO SECURITIES USA LLC	$1.2M	18,013	−3,847	TRIM
292	Andra AP-fonden	$1.2M	17,907	−158,593	TRIM
293	Investment Management Corp of Ontario	$1.2M	17,704	−2,800	TRIM
294	National Philanthropic Trust	$1.2M	17,539	—	NO PRIOR
295	Allianz Asset Management GmbH	$1.1M	17,243	+3,112	ADD
296	Inspire Advisors, LLC	$1.1M	16,890	+2,526	ADD
297	Candriam S.C.A.	$1.1M	16,814	−9,521	TRIM
298	BROWN, LISLE/CUMMINGS, INC.	$1.1M	16,780	0	NO CHANGE
299	NorthCoast Asset Management LLC	$1.1M	16,715	+11	ADD
300	Sepio Capital, LP	$1.1M	16,542	+2,026	ADD
301	GATEWAY INVESTMENT ADVISERS LLC	$1.1M	16,537	−75,117	TRIM
302	Granite Bay Wealth Management, LLC	$1.1M	16,210	−5,000	TRIM
303	Advisory Alpha, LLC	$1.1M	15,959	+3,502	ADD
304	M&T BANK CORP	$1.0M	15,689	−1,001	TRIM
305	Aurdan Capital Management, LLC	$1.0M	15,678	−3,517	TRIM
306	Savant Capital, LLC	$1.0M	15,370	−612	TRIM
307	US BANCORP \DE\	$1.0M	15,195	−1,882	TRIM
308	Ballentine Partners, LLC	$1.0M	15,125	−439	TRIM
309	Quadrature Capital Ltd	$994K	15,003	+15,003	NEW
310	Tower Research Capital LLC (TRC)	$991K	14,956	+7,795	ADD
311	Weiss Asset Management LP	$985K	14,858	−488	TRIM
312	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$975K	14,712	+1,311	ADD
313	Vise Technologies, Inc.	$974K	13,885	0	NO CHANGE
314	Aptus Capital Advisors, LLC	$962K	14,509	−1,318	TRIM
315	COMMERCE BANK	$940K	14,177	+2,371	ADD
316	BALYASNY ASSET MANAGEMENT L.P.	$902K	13,607	−4,764	TRIM
317	Metis Global Partners, LLC	$899K	13,570	−1,844	TRIM
318	OMERS ADMINISTRATION Corp	$899K	13,569	+2,520	ADD
319	ING GROEP NV	$897K	13,532	+13,532	NEW
320	BELLEVUE ASSET MANAGEMENT, LLC	$895K	13,500	−9	TRIM
321	Compass Wealth Management LLC	$884K	13,331	0	NO CHANGE
322	Allspring Global Investments Holdings, LLC	$883K	13,526	+100	ADD
323	Concurrent Investment Advisors, LLC	$879K	13,261	−1,493	TRIM
324	KORNITZER CAPITAL MANAGEMENT INC /KS	$869K	13,115	−350	TRIM
325	CAISSE DES DEPOTS ET CONSIGNATIONS	$868K	13,103	0	NO CHANGE
326	Ashton Thomas Private Wealth, LLC	$868K	13,096	+751	ADD
327	DF DENT & CO INC	$864K	13,040	0	NO CHANGE
328	TOKIO MARINE ASSET MANAGEMENT CO LTD	$860K	12,977	0	NO CHANGE
329	NOMURA HOLDINGS INC	$843K	12,718	+1,019	ADD
330	HB Wealth Management, LLC	$836K	12,618	+896	ADD
331	ELEVATION POINT WEALTH PARTNERS, LLC	$821K	12,382	+1,662	ADD
332	Swedbank AB	$820K	12,376	0	NO CHANGE
333	BLAIR WILLIAM & CO/IL	$798K	12,043	+872	ADD
334	OCCUDO QUANTITATIVE STRATEGIES LP	$793K	11,863	−14,022	TRIM
335	ABN AMRO INVESTMENT SOLUTIONS	$778K	11,734	−839	TRIM
336	Baird Financial Group, Inc.	$774K	11,677	+11,677	NEW
337	Maryland State Retirement & Pension System	$774K	11,676	−3,083	TRIM
338	Impact Capital Partners LLC	$773K	11,666	−1,367	TRIM
339	J.M. Arbour, LLC	$761K	11,482	+340	ADD
340	Net Worth Advisory Group	$758K	11,438	−1,102	TRIM
341	NCM Capital Management, LLC	$746K	11,259	0	NO CHANGE
342	Equitable Holdings, Inc.	$746K	10,704	−241	TRIM
343	Trueblood Wealth Management, LLC	$726K	10,961	−126	TRIM
344	Osmosis Investment Management UK Ltd	$722K	10,893	−39,251	TRIM
345	Empower Advisory Group, LLC	$716K	10,799	−9,758	TRIM
346	UMB Bank, n.a.	$697K	10,520	−481	TRIM
347	Brevan Howard Capital Management LP	$694K	10,473	−14,004	TRIM
348	Murphy Pohlad Asset Management LLC	$693K	10,462	0	NO CHANGE
349	Aprio Wealth Management, LLC	$692K	10,437	−198	TRIM
350	LVW Advisors, LLC	$690K	10,407	−1,290	TRIM
351	Empirical Asset Management, LLC	$688K	10,373	−593	TRIM
352	OSSIAM	$686K	10,348	+1,796	ADD
353	Coastal Bridge Advisors, LLC	$681K	10,281	+4	ADD
354	Empirical Finance, LLC	$668K	10,076	−11	TRIM
355	SeaBridge Investment Advisors LLC	$666K	10,045	−27,364	TRIM
356	Merit Financial Group, LLC	$665K	10,037	−4,615	TRIM
357	KEB ASSET MANAGEMENT, LLC	$661K	9,974	−6	TRIM
358	Rydar Equities, Inc.	$661K	9,965	+162	ADD
359	Brooklyn Investment Group	$658K	9,925	+1,000	ADD
360	Sequoia Financial Advisors, LLC	$639K	9,644	+343	ADD
361	Woodline Partners LP	$638K	9,628	+4,078	ADD
362	Apollon Wealth Management, LLC	$636K	9,598	−4,696	TRIM
363	TECTONIC ADVISORS LLC	$635K	9,587	−89	TRIM
364	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$632K	9,535	−58	TRIM
365	Voleon Capital Management LP	$627K	9,456	+9,456	NEW
366	KING LUTHER CAPITAL MANAGEMENT CORP	$625K	9,426	0	NO CHANGE
367	OneDigital Investment Advisors LLC	$623K	9,392	−1,170	TRIM
368	L2 Asset Management, LLC	$616K	9,287	−514	TRIM
369	EVERPAR ADVISORS LLC	$615K	9,274	−163	TRIM
370	Envestnet Portfolio Solutions, Inc.	$611K	9,224	−2,184	TRIM
371	SILVER OAK SECURITIES, INCORPORATED	$610K	9,199	+461	ADD
372	ASR Vermogensbeheer N.V.	$604K	9,115	+200	ADD
373	Jump Financial, LLC	$592K	8,926	−6,184	TRIM
374	NewEdge Advisors, LLC	$589K	8,883	+8,883	NEW
375	Carmel Capital Partners, LLC	$588K	8,877	+1,563	ADD
376	Hilltop Holdings Inc.	$582K	8,779	+8,779	NEW
377	Siemens Fonds Invest GmbH	$579K	8,732	−1,186	TRIM
378	MOODY LYNN LIEBERSON & WALKER, LLC	$571K	8,616	−2,694	TRIM
379	WEALTH ALLIANCE, LLC	$570K	8,599	+103	ADD
380	Wedmont Private Capital	$570K	8,477	−210	TRIM
381	RITHOLTZ WEALTH MANAGEMENT	$569K	8,581	+237	ADD
382	Resonant Capital Advisors, LLC	$565K	8,525	−10,553	TRIM
383	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$565K	8,519	−43,822	TRIM
384	North Dakota State Investment Board	$556K	8,387	−1,556	TRIM
385	OXFORD ASSET MANAGEMENT LLP	$551K	8,310	+8,310	NEW
386	EVOLVE PRIVATE WEALTH, LLC	$551K	8,307	−328	TRIM
387	HBK Sorce Advisory LLC	$545K	8,303	−174	TRIM
388	COLDSTREAM CAPITAL MANAGEMENT INC	$540K	8,150	−22,425	TRIM
389	DORVAL Corp	$535K	8,065	+10	ADD
390	SECURIAN ASSET MANAGEMENT, INC	$534K	8,063	−100	TRIM
391	London & Capital Asset Management Ltd	$531K	8,000	−8,700	TRIM
392	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$530K	7,996	+1,204	ADD
393	Avior Wealth Management, LLC	$518K	7,816	+15	ADD
394	Storgate, LLC	$507K	7,648	−1,590	TRIM
395	Banque Transatlantique SA	$499K	7,534	+7,534	NEW
396	Aurelius Family Office LLC	$498K	7,519	0	NO CHANGE
397	IHT Wealth Management, LLC	$486K	7,329	−466	TRIM
398	RWA WEALTH PARTNERS, LLC	$481K	7,260	−24	TRIM
399	Advisors Capital Management, LLC	$479K	7,226	−44	TRIM
400	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$478K	7,320	−638	TRIM
401	Laird Norton Wetherby Trust Company, LLC	$474K	7,149	+1,498	ADD
402	Procyon Advisors, LLC	$466K	7,027	−1,135	TRIM
403	Canada Post Corp Registered Pension Plan	$464K	7,005	0	NO CHANGE
404	Caprock Group, LLC	$459K	6,923	+6,923	NEW
405	GLENMEDE TRUST CO NA	$458K	6,916	−325	TRIM
406	Wealth Advisors of Iowa, LLC	$458K	6,912	+30	ADD
407	Clear Harbor Asset Management, LLC	$456K	6,876	+25	ADD
408	SAGESPRING WEALTH PARTNERS, LLC	$453K	6,836	−406	TRIM
409	AE Wealth Management LLC	$452K	6,825	−197	TRIM
410	Meiji Yasuda Asset Management Co Ltd.	$451K	6,804	−418	TRIM
411	Investment Partners Asset Management, Inc.	$447K	6,750	0	NO CHANGE
412	Dynamic Advisor Solutions LLC	$447K	6,744	+1,030	ADD
413	PRINCIPAL SECURITIES, INC.	$444K	6,700	+429	ADD
414	CRAWFORD INVESTMENT COUNSEL INC	$440K	6,635	−3	TRIM
415	Diligent Investors, LLC	$425K	6,411	0	NO CHANGE
416	QUADRANT CAPITAL GROUP LLC	$425K	6,405	−458	TRIM
417	MATHER GROUP, LLC.	$423K	6,377	−301	TRIM
418	LEVEL FOUR ADVISORY SERVICES, LLC	$420K	6,336	−764	TRIM
419	OSTERWEIS CAPITAL MANAGEMENT INC	$420K	6,331	0	NO CHANGE
420	Arax Advisory Partners	$419K	6,322	−1,969	TRIM
421	NAPLES GLOBAL ADVISORS, LLC	$417K	6,288	0	NO CHANGE
422	Carnegie Investment Counsel	$414K	6,239	+502	ADD
423	Baron Wealth Management LLC	$412K	6,220	0	NO CHANGE
424	Wealth Quarterback LLC	$408K	6,153	+148	ADD
425	WESTCO ADVISORY SERVICES INC /ADV	$407K	6,137	—	NO PRIOR
426	GREENLEAF TRUST	$406K	6,125	−176	TRIM
427	Claro Advisors Inc.	$402K	6,071	+6,071	NEW
428	Cassaday & Co Wealth Management LLC	$401K	6,057	+206	ADD
429	Thrive Wealth Management, LLC	$401K	6,050	−420	TRIM
430	BROWN ADVISORY INC	$399K	6,020	−4,924	TRIM
431	Visionary Wealth Advisors	$398K	6,007	0	NO CHANGE
432	Heritage Family Offices, LLP	$391K	5,900	−2,375	TRIM
433	World Investment Advisors	$389K	5,867	−863	TRIM
434	ATTICUS WEALTH MANAGEMENT, LLC	$388K	5,858	+147	ADD
435	Bryn Mawr Trust Advisors, LLC	$384K	5,792	−807	TRIM
436	ROMANO BROTHERS AND COMPANY	$382K	5,770	0	NO CHANGE
437	CenterBook Partners LP	$379K	5,722	+5,722	NEW
438	Lincoln Capital LLC	$377K	5,692	0	NO CHANGE
439	Geneos Wealth Management Inc.	$374K	5,647	+3,453	ADD
440	SIGNATUREFD, LLC	$373K	5,634	+281	ADD
441	Westerkirk Capital Inc.	$371K	5,600	0	NO CHANGE
442	Pekin Hardy Strauss, Inc.	$370K	5,575	0	NO CHANGE
443	Sun Financial Inc	$368K	5,570	−304	TRIM
444	Snowden Capital Advisors LLC	$366K	5,527	−827	TRIM
445	Wealthspire Advisors, LLC	$365K	5,509	−1,115	TRIM
446	FIRETHORN WEALTH PARTNERS, LLC	$364K	5,497	−13	TRIM
447	SummitTX Capital, L.P.	$364K	5,489	−8,773	TRIM
448	STRATEGY ASSET MANAGERS LLC	$355K	5,352	−6,887	TRIM
449	YHB Investment Advisors, Inc.	$354K	5,346	−2,915	TRIM
450	Concentric Capital Strategies, LP	$353K	5,327	+5,327	NEW
451	Vontobel Holding Ltd.	$352K	5,314	+591	ADD
452	Huntleigh Advisors, Inc.	$351K	5,299	+913	ADD
453	BEACON FINANCIAL GROUP	$349K	5,261	—	NO PRIOR
454	TruNorth Capital Management, LLC	$347K	5,240	0	NO CHANGE
455	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$340K	5,130	+5,130	NEW
456	Gallacher Capital Management LLC	$340K	5,128	+5,128	NEW
457	Odyssean, LLC	$338K	5,098	+5,098	NEW
458	Perpetual Ltd	$338K	5,095	0	NO CHANGE
459	Cushing Capital Partners, LLC	$331K	4,996	−6,839	TRIM
460	GENESIS PRIVATE WEALTH, LLC	$324K	4,884	−50	TRIM
461	Assenagon Asset Management S.A.	$317K	4,778	−2,560	TRIM
462	Compound Planning, Inc.	$316K	4,764	−303	TRIM
463	MANCHESTER FINANCIAL INC	$316K	4,763	−2,059	TRIM
464	FOX RUN MANAGEMENT, L.L.C.	$312K	4,714	+177	ADD
465	Impact Partnership Wealth, LLC	$312K	4,708	−10,424	TRIM
466	SPIREPOINT PRIVATE CLIENT, LLC	$311K	4,690	−324	TRIM
467	MISSION WEALTH MANAGEMENT, LP	$308K	4,641	−10	TRIM
468	BCS Private Wealth Management, Inc.	$307K	4,639	+4,639	NEW
469	Simplicity Wealth,LLC	$305K	4,604	+251	ADD
470	PRUDENTIAL PLC	$304K	4,591	0	NO CHANGE
471	FIDELIS CAPITAL PARTNERS, LLC	$304K	4,591	−209	TRIM
472	IFC Advisors LLC	$304K	4,587	−43	TRIM
473	Delta Investment Management, LLC	$304K	4,581	+22	ADD
474	Checchi Capital Advisers, LLC	$300K	4,520	+867	ADD
475	Cornerstone Wealth Management, LLC	$299K	4,506	0	NO CHANGE
476	Engineers Gate Manager LP	$295K	4,458	+4,458	NEW
477	BANK OF NOVA SCOTIA TRUST CO	$294K	4,437	0	NO CHANGE
478	Cadent Capital Advisors, LLC	$291K	4,387	−114	TRIM
479	Apella Capital, LLC	$290K	4,337	+225	ADD
480	DAYMARK WEALTH PARTNERS, LLC	$290K	4,372	−612	TRIM
481	COMPASS CAPITAL CORP /MA/ /ADV	$289K	4,346	+6	ADD
482	OPPENHEIMER & CO INC	$285K	4,300	+4,300	NEW
483	111 Capital	$282K	4,253	+4,253	NEW
484	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$282K	4,252	0	NO CHANGE
485	S-Bank Fund Management Ltd	$280K	4,229	−157	TRIM
486	Meeder Advisory Services, Inc.	$279K	4,217	−1,144	TRIM
487	FLORIDA FINANCIAL ADVISORS, LLC	$277K	4,183	+1,020	ADD
488	CHOREO, LLC	$274K	4,136	−750	TRIM
489	Abacus Planning Group, Inc.	$273K	4,124	−183	TRIM
490	KEYBANK NATIONAL ASSOCIATION/OH	$272K	4,109	+246	ADD
491	CALDWELL SUTTER CAPITAL, INC.	$272K	4,100	+400	ADD
492	GUGGENHEIM CAPITAL LLC	$272K	4,097	−1,310	TRIM
493	GTS SECURITIES LLC	$270K	4,069	+515	ADD
494	EntryPoint Capital, LLC	$269K	4,053	0	NO CHANGE
495	Advyzon Investment Management, LLC	$267K	4,028	+422	ADD
496	MONETA GROUP INVESTMENT ADVISORS LLC	$263K	3,966	−122	TRIM
497	Legacy Capital Wealth Partners, LLC	$257K	3,880	−1,623	TRIM
498	BIP Wealth, LLC	$250K	3,775	−35	TRIM
499	FIRST CITIZENS BANK & TRUST CO	$247K	3,732	−190	TRIM
500	Transamerica Financial Advisors, LLC	$247K	3,729	+971	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · WRB

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Tudor Investment Corp $28.3M held
Trimming: 1 Gotham Asset Management $11.1M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · BERKLEY W R CORP

Merged timeline of congressional filings and notable-manager moves on WRB
Date	Who	Change	Size
2026-05-15	Tudor Investment Corp 13F	ADD	+351,330 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−113,999 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

6 members of Congress disclosed WRB — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).