Filing Research | WRB - W. R. Berkley Corp. Institutional Holdings

Snapshot holdings

50 / 238 loaded

#		Instrument	quantity
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	1.0MSH	$72.8M
2	Mraz, Amerine & Associates, Inc.	Shares	635.8KSH	$44.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	377.8KSH	$26.7M
4	BARLOW WEALTH PARTNERS, LLC	Shares	271.3KSH	$19.3M
5	PhiloSmith Capital Corp	Shares	259.4KSH	$18.3M
6	Townsend & Associates, Inc	Shares	219.5KSH	$16.0M
7	ISTHMUS PARTNERS, LLC	Shares	206.7KSH	$14.6M
8	GHP Investment Advisors, Inc.	Shares	179.8KSH	$12.7M
9	EAGLE ROCK INVESTMENT COMPANY, LLC	Shares	142.4KSH	$10.0M
10	MATTERN CAPITAL MANAGEMENT, LLC	Shares	126.1KSH	$8.9M
11	BENJAMIN EDWARDS INC	Shares	100.4KSH	$7.1M
12	BURNEY CO/	Shares	98.4KSH	$6.9M
13	Czech National Bank	Shares	83.7KSH	$5.9M
14	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	80.2KSH	$5.7M
15	Vest Financial, LLC	Shares	79.4KSH	$5.6M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	65.0KSH	$4.6M
17	Mirae Asset Global Investments Co., Ltd.	Shares	64.3KSH	$4.5M
18	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	59.7KSH	$4.2M
19	Y-Intercept (Hong Kong) Ltd	Shares	55.7KSH	$3.9M
20	Fideuram Asset Management (Ireland) dac	Shares	57.8KSH	$3.9M
21	IFM Investors Pty Ltd	Shares	54.8KSH	$3.9M
22	GRIFFIN ASSET MANAGEMENT, INC.	Shares	50.7KSH	$3.6M
23	Robeco Institutional Asset Management B.V.	Shares	44.6KSH	$3.1M
24	QRG CAPITAL MANAGEMENT, INC.	Shares	43.6KSH	$3.1M
25	Value Partners Investments Inc.	Shares	42.9KSH	$3.0M
26	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	40.8KSH	$2.9M
27	Insight Inv LLC	Shares	40.7KSH	$2.9M
28	HENNESSY ADVISORS INC	Shares	38.4KSH	$2.7M
29	Police & Firemen's Retirement System of New Jersey	Shares	34.5KSH	$2.4M
30	Avanza Fonder AB	Shares	34.1KSH	$2.4M
31	Prospera Financial Services Inc	Shares	33.0KSH	$2.3M
32	Agate Pass Investment Management, LLC	Shares	31.9KSH	$2.2M
33	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	31.0KSH	$2.2M
34	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	30.7KSH	$2.2M
35	Applied Capital LLC/FL	Shares	29.1KSH	$2.1M
36	EXCHANGE TRADED CONCEPTS, LLC	Shares	25.8KSH	$1.8M
37	Sierra Legacy Group	Shares	25.5KSH	$1.8M
38	GRACE & WHITE INC /NY	Shares	24.9KSH	$1.8M
39	Crossmark Global Holdings, Inc.	Shares	24.7KSH	$1.7M
40	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	24.1KSH	$1.7M
41	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	22.2KSH	$1.6M
42	D.A. DAVIDSON & CO.	Shares	21.0KSH	$1.5M
43	Sage Capital Advisors,llc	Shares	20.8KSH	$1.5M
44	Citizens National Bank Trust Department	Shares	19.9KSH	$1.4M
45	Tema ETFs LLC	Shares	19.9KSH	$1.4M
46	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	19.8KSH	$1.4M
47	Investment Planning Advisors, Inc.	Shares	18.4KSH	$1.3M
48	HM PAYSON & CO	Shares	18.1KSH	$1.3M
49	DAVENPORT & Co LLC	Shares	18.0KSH	$1.3M
50	MIZUHO SECURITIES USA LLC	Shares	18.0KSH	$1.2M

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Manager changes2026-06-30 vs 2026-03-31

50 / 258 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+267.0K	+$19.4M	$26.7M
2	Fideuram Asset Management (Ireland) dac new	Shares	+57.8K	+$3.9M	$3.9M
3	Mraz, Amerine & Associates, Inc. added	Shares	+5.2K	+$3.0M	$44.8M
4	Value Partners Investments Inc. new	Shares	+42.9K	+$3.0M	$3.0M
5	Y-Intercept (Hong Kong) Ltd added	Shares	+22.7K	+$1.7M	$3.9M
6	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+19.9K	+$1.6M	$4.2M
7	Townsend & Associates, Inc added	Shares	+5.5K	+$1.5M	$16.0M
8	MATTERN CAPITAL MANAGEMENT, LLC added	Shares	+13.2K	+$1.4M	$8.9M
9	EAGLE ROCK INVESTMENT COMPANY, LLC added	Shares	+11.9K	+$1.4M	$10.0M
10	BARLOW WEALTH PARTNERS, LLC added	Shares	+1.0K	+$1.3M	$19.3M
11	PhiloSmith Capital Corp trimmed	Shares	-1.0K	+$1.0M	$18.3M
12	ISTHMUS PARTNERS, LLC added	Shares	+2.1K	+$1.0M	$14.6M
13	GHP Investment Advisors, Inc. added	Shares	+745	+$813.5K	$12.7M
14	BAM Wealth Management, LLC new	Shares	+10.5K	+$738.6K	$738.6K
15	Mirae Asset Global Investments Co., Ltd. added	Shares	+6.7K	+$716.1K	$4.5M
16	Arbor Investment Advisors, LLC new	Shares	+9.1K	+$643.0K	$643.0K
17	NorthCrest Asset Manangement, LLC new	Shares	+8.3K	+$596.1K	$596.1K
18	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+8.1K	+$588.4K	$797.8K
19	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+7.2K	+$558.7K	$1.4M
20	QRG CAPITAL MANAGEMENT, INC. added	Shares	+5.3K	+$537.6K	$3.1M
21	Czech National Bank added	Shares	+2.6K	+$525.9K	$5.9M
22	Brookstone Capital Management new	Shares	+7.0K	+$494.3K	$494.3K
23	Sequoia Financial Advisors, LLC added	Shares	+5.3K	+$415.1K	$1.1M
24	Insight Inv LLC added	Shares	+3.6K	+$410.5K	$2.9M
25	BUTENSKY & COHEN FINANCIAL SECURITY, INC added	Shares	+917	+$401.7K	$5.7M
26	IFM Investors Pty Ltd added	Shares	+2.5K	+$398.3K	$3.9M
27	BURNEY CO/ trimmed	Shares	-444	+$388.6K	$6.9M
28	Prospera Financial Services Inc added	Shares	+2.6K	+$314.4K	$2.3M
29	Confluence Wealth Services, Inc. new	Shares	+4.2K	+$295.2K	$295.2K
30	Sivia Capital Partners, LLC new	Shares	+4.0K	+$284.3K	$284.3K
31	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. new	Shares	+4.0K	+$283.5K	$283.5K
32	Fifth Third Wealth Advisors LLC added	Shares	+3.6K	+$277.9K	$617.8K
33	Pacific Excel Wealth Advisors, Inc. new	Shares	+3.9K	+$274.6K	$274.6K
34	Monument Capital Management new	Shares	+3.8K	+$271.4K	$271.4K
35	MISSION WEALTH MANAGEMENT, LP added	Shares	+3.5K	+$268.0K	$575.5K
36	Accurate Wealth Management, LLC new	Shares	+3.6K	+$263.1K	$263.1K
37	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.3K	+$261.4K	$1.8M
38	E. Ohman J:or Asset Management AB added	Shares	+2.8K	+$225.3K	$659.2K
39	Farther Finance Advisors, LLC added	Shares	+2.0K	+$220.2K	$1.2M
40	WADDELL & ASSOCIATES, LLC new	Shares	+3.1K	+$219.3K	$219.3K
41	Lantz Financial LLC new	Shares	+3.1K	+$216.0K	$216.0K
42	Tema ETFs LLC added	Shares	+1.9K	+$209.6K	$1.4M
43	Brown Miller Wealth Management, LLC new	Shares	+2.9K	+$204.7K	$204.7K
44	Larry Mathis Financial Planning, LLC new	Shares	+2.9K	+$201.3K	$201.3K
45	SUMMITRY LLC new	Shares	+2.8K	+$200.2K	$200.2K
46	Dynamic Advisor Solutions LLC added	Shares	+1.9K	+$163.9K	$610.9K
47	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-143	+$163.9K	$2.9M
48	LEAVELL INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$150.4K	$2.2M
49	Wedmont Private Capital added	Shares	+1.5K	+$149.5K	$719.3K
50	GRIFFIN ASSET MANAGEMENT, INC. trimmed	Shares	-1.0K	+$149.3K	$3.6M

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