Who Owns BERKLEY W R CORP (WRB)? -- Institutional Holders (2026-06-30)

31 institutions reported holding $87.1M of BERKLEY W R CORP (WRB) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($72.8M), Czech National Bank ($5.9M), Agate Pass Investment Management, LLC ($2.2M), GAMMA Investing LLC ($859,479), PensionDanmark Pensionsforsikringsaktieselskab ($619,253). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CONFLUENCE INVESTMENT MANAGEMENT LLC$72.8M1.0MTrimmed
2Czech National Bank$5.9M83,712Added
3Agate Pass Investment Management, LLC$2.2M31,899Trimmed
4GAMMA Investing LLC$859,47912,186Added
5PensionDanmark Pensionsforsikringsaktieselskab$619,2538,780New
6Dynamic Advisor Solutions LLC$610,8608,661Added
7Avior Wealth Management, LLC$550,0387,799Trimmed
8Baron Wealth Management LLC$438,7676,221Added
9Thrive Wealth Management, LLC$428,2566,072Added
10Lincoln Capital LLC$401,4575,692Hold
11Assenagon Asset Management S.A.$349,9704,962Added
12Apella Capital, LLC$306,4174,283Trimmed
13CX Institutional$290,0004,119Added
14Somerset Trust Co$280,1453,972Trimmed
15Pacific Excel Wealth Advisors, Inc.$274,5833,893New
16Valeo Financial Advisors, LLC$266,1803,774Added
17Versant Capital Management, Inc$122,6521,739Trimmed
18HARBOR INVESTMENT ADVISORY, LLC$98,0371,390Hold
19EASTERN BANK$95,3571,352Hold
20THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$54,658775Trimmed
21Sarver Vrooman Wealth Advisors$45,505649Trimmed
22CoreCap Advisors, LLC$40,061568Added
23MassMutual Private Wealth & Trust, FSB$37,310529Trimmed
24Hilltop National Bank$25,673364Hold
25BEACON INVESTMENT ADVISORY SERVICES, INC.$11,074157Hold

Source: SEC Form 13F filings · as of 2026-06-30